Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ITOTIshares Tr | $27.2M | 11.6% | +2.7% |
| BNDVanguard Bd Index Fds | $26.1M | 11.1% | +4.5% |
| VEAVanguard Tax-managed Fds | $24.6M | 10.5% | +6.3% |
| BNDXVanguard Charlotte Fds | $10.0M | 4.3% | |
| VWOVanguard Intl Equity Index F | $9.8M | 4.2% | −1.2% |
| IVVIshares Tr | $8.2M | 3.5% | |
| PSPInvesco Exchange Traded Fd T | $8.2M | 3.5% | +11.2% |
| VNQVanguard Index Fds | $7.0M | 3.0% | +11.3% |
| MUBIshares Tr | $6.3M | 2.7% | +2.1% |
| VSSVanguard Intl Equity Index F | $5.0M | 2.1% | |
| IAGGIshares Tr | $5.0M | 2.1% | +6.9% |
| AAPLApple Inc | $5.0M | 2.1% | +11.4% |
| NVDANvidia Corporation | $4.9M | 2.1% | +12.1% |
| CWBSpdr Series Trust | $3.6M | 1.5% | +9.6% |
| IEFAIshares Tr | $3.5M | 1.5% | −1.8% |
| PFFIshares Tr | $3.4M | 1.5% | +11.4% |
| MSFTMicrosoft Corp | $3.3M | 1.4% | +13.3% |
| VNQIVanguard Intl Equity Index F | $3.1M | 1.3% | +13.8% |
| BSVVanguard Bd Index Fds | $3.0M | 1.3% | +2.6% |
| AGGIshares Tr | $2.7M | 1.2% | −4.7% |
| SCHPSchwab Strategic Tr | $2.4M | 1.0% | +1.1% |
| FLRNSpdr Series Trust | $2.4M | 1.0% | +1.8% |
| GOOGLAlphabet Inc | $2.3M | 1.0% | +9.5% |
| AMZNAmazon Com Inc | $2.2M | 1.0% | +7.7% |
| PDBCInvesco Actvely Mngd Etc Fd | $2.0M | 0.9% | −1.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LLYEli Lilly & Co | March 31, 2026 | +30.4% | $1.2M |
| GOOGLAlphabet Inc | March 31, 2026 | +24.3% | $2.3M |
| GOOGAlphabet Inc | March 31, 2026 | +23.2% | $1.9M |
| AVGOBroadcom Inc | March 31, 2026 | +22.0% | $2.0M |
| IEMGIshares Inc | March 31, 2026 | +18.8% | $1.7M |
| CWBSpdr Series Trust | March 31, 2026 | +17.8% | $3.6M |
| IWNIshares Tr | March 31, 2026 | +16.7% | $1.4M |
| VTIVanguard Index Fds | March 31, 2026 | +15.3% | $1.5M |
| ITOTIshares Tr | March 31, 2026 | +15.3% | $27.2M |
| NVDANvidia Corporation | March 31, 2026 | +14.7% | $4.9M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.4% | +14.8% |
| December 31, 2025 | +0.5% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −2.1% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +1.9% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.5% | +8.3% |
| March 31, 2023 | +5.1% | +7.0% |
| December 31, 2022 | +4.4% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −12.2% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Aletheian Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1922281&type=13F-HR&dateb=&owner=include&count=40CIK 1922281
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1922281/000208585326000663/Filed July 9, 2026 · accession 0002085853-26-000663