Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC reported 109 holdings worth US$234M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 9, 2026
Aletheian Wealth Advisors LLC reported 109 holdings worth US$234M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 9, 2026 (Form 13F).
- Holdings
- 109
- Value as reported
- US$234M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 17,119 | US$4.95M | 2.1% |
| Nvidia Corporation | 24,252 | US$4.85M | 2.1% |
| Alphabet Inc (google) Class C | 11,695 | US$4.18M | 1.8% |
| Microsoft Corp. | 8,870 | US$3.31M | 1.4% |
| Amazon.com, Inc. | 9,380 | US$2.24M | 0.95% |
| Broadcom Inc. | 5,200 | US$1.96M | 0.84% |
| Tesla, Inc. | 2,960 | US$1.24M | 0.53% |
| Eli Lilly And Company | 1,021 | US$1.22M | 0.52% |
| Meta Platforms, Inc. | 2,135 | US$1.2M | 0.51% |
| Micron Technology, Inc. | 900 | US$1.04M | 0.44% |
| Jp Morgan Chase & Co. | 2,960 | US$969K | 0.41% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,903 | US$909K | 0.39% |
| Berkshire Hathaway Inc. | 1,729 | US$865K | 0.37% |
| Advanced Micro Devices Inc | 1,316 | US$764K | 0.33% |
| Caterpillar, Inc. | 678 | US$722K | 0.31% |
| Lam Research Corporation | 1,596 | US$692K | 0.30% |
| Exxon Mobil Corporation | 4,636 | US$634K | 0.27% |
| Johnson & Johnson | 2,476 | US$629K | 0.27% |
| Applied Materials, Inc. | 821 | US$594K | 0.25% |
| Walmart Inc. | 5,076 | US$575K | 0.25% |
| Visa Inc. | 1,674 | US$574K | 0.25% |
| Kla Corporation | 1,786 | US$539K | 0.23% |
| Costco Wholesale Corporation | 521 | US$487K | 0.21% |
| Abbvie Inc. | 1,922 | US$484K | 0.21% |
| Mastercard Incorporated | 900 | US$462K | 0.20% |
| Cisco Systems, Inc. | 3,728 | US$438K | 0.19% |
| Ge Aerospace | 1,129 | US$422K | 0.18% |
| Coca-cola Company (the) | 5,148 | US$418K | 0.18% |
| Intel Corporation | 2,969 | US$415K | 0.18% |
| Coinbase Global, Inc. | 2,794 | US$408K | 0.17% |
| Asml Holding Nv | 202 | US$402K | 0.17% |
| Procter & Gamble Company (the) | 2,676 | US$392K | 0.17% |
| Philip Morris International Inc | 1,974 | US$357K | 0.15% |
| Chevron Corporation | 2,138 | US$354K | 0.15% |
| Rtx Corporation | 1,868 | US$354K | 0.15% |
| Home Depot, Inc. (the) | 978 | US$345K | 0.15% |
| Amphenol Corporation | 1,855 | US$327K | 0.14% |
| Northern Dynasty Minerals Ltd. | 168K | US$323K | 0.14% |
| Merck & Company, Inc. | 2,428 | US$312K | 0.13% |
| Goldman Sachs Group, Inc. (the) | 307 | US$310K | 0.13% |
| Bank Of America Corporation | 5,422 | US$309K | 0.13% |
| Morgan Stanley | 1,416 | US$296K | 0.13% |
| Unitedhealth Group Incorporated | 686 | US$285K | 0.12% |
| Williams Companies, Inc. (the) | 3,830 | US$285K | 0.12% |
| Analog Devices, Inc. | 712 | US$283K | 0.12% |
| Ge Vernova Inc. | 238 | US$280K | 0.12% |
| Oracle Corporation | 1,899 | US$278K | 0.12% |
| Netflix, Inc. | 3,848 | US$275K | 0.12% |
| Palantir Technologies Inc. | 2,320 | US$271K | 0.12% |
| Wells Fargo & Company | 3,184 | US$263K | 0.11% |
| Palo Alto Networks, Inc. | 769 | US$262K | 0.11% |
| Blackstone Inc. | 2,098 | US$247K | 0.11% |
| International Business Machines Corporation | 792 | US$223K | 0.10% |
| Western Digital Corporation | 342 | US$218K | 0.09% |
| Corning Incorporated | 847 | US$216K | 0.09% |
| Citigroup, Inc. | 1,526 | US$214K | 0.09% |
| Coherent Corp. | 534 | US$211K | 0.09% |
| Arista Networks, Inc. | 1,200 | US$204K | 0.09% |
| Banco Santander, S.a. | 10,463 | US$144K | 0.06% |
| Lloyds Banking Group Plc | 12,114 | US$70,625 | 0.03% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
Source
View original at SEC
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