Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC reported 113 holdings worth US$249M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Aletheian Wealth Advisors LLC reported 113 holdings worth US$249M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 113
- Value as reported
- US$249M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 25,688 | US$5.87M | 2.4% |
| Apple Inc | 17,243 | US$5.74M | 2.3% |
| Microsoft Corp. | 8,937 | US$4.58M | 1.8% |
| Alphabet Inc (google) Class C | 12,394 | US$4.24M | 1.7% |
| Amazon.com, Inc. | 10,335 | US$2.57M | 1.0% |
| Broadcom Inc. | 5,608 | US$1.97M | 0.79% |
| Meta Platforms, Inc. | 2,405 | US$1.74M | 0.70% |
| Tesla, Inc. | 3,975 | US$1.41M | 0.57% |
| Eli Lilly And Company | 1,039 | US$1.2M | 0.48% |
| Advanced Micro Devices Inc | 1,692 | US$1.04M | 0.42% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 2,225 | US$1.02M | 0.41% |
| Jp Morgan Chase & Co. | 2,996 | US$991K | 0.40% |
| Micron Technology, Inc. | 914 | US$974K | 0.39% |
| Berkshire Hathaway Inc. | 1,714 | US$853K | 0.34% |
| Johnson & Johnson | 2,514 | US$666K | 0.27% |
| Palantir Technologies Inc. | 3,430 | US$642K | 0.26% |
| Coinbase Global, Inc. | 3,377 | US$630K | 0.25% |
| Visa Inc. | 1,615 | US$580K | 0.23% |
| Caterpillar, Inc. | 692 | US$561K | 0.23% |
| Walmart Inc. | 5,186 | US$539K | 0.22% |
| Lam Research Corporation | 1,573 | US$517K | 0.21% |
| Abbvie Inc. | 1,950 | US$510K | 0.20% |
| Mastercard Incorporated | 906 | US$500K | 0.20% |
| Costco Wholesale Corporation | 542 | US$493K | 0.20% |
| Chevron Corporation | 2,155 | US$440K | 0.18% |
| Applied Materials, Inc. | 811 | US$415K | 0.17% |
| Cisco Systems, Inc. | 3,806 | US$410K | 0.16% |
| Coca-cola Company (the) | 4,667 | US$402K | 0.16% |
| Philip Morris International Inc | 2,005 | US$383K | 0.15% |
| Asml Holding Nv | 210 | US$380K | 0.15% |
| Intel Corporation | 3,047 | US$366K | 0.15% |
| Ge Aerospace | 1,152 | US$360K | 0.14% |
| Space Exploration Technologies Corp | 2,378 | US$359K | 0.14% |
| Merck & Company, Inc. | 2,465 | US$358K | 0.14% |
| Rtx Corporation | 1,908 | US$354K | 0.14% |
| Kla Corporation | 1,759 | US$343K | 0.14% |
| Procter & Gamble Company (the) | 2,340 | US$340K | 0.14% |
| Amphenol Corporation | 3,746 | US$316K | 0.13% |
| Palo Alto Networks, Inc. | 762 | US$303K | 0.12% |
| Bank Of America Corporation | 5,558 | US$303K | 0.12% |
| Analog Devices, Inc. | 722 | US$286K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 313 | US$282K | 0.11% |
| Netflix, Inc. | 4,034 | US$281K | 0.11% |
| Oracle Corporation | 1,974 | US$271K | 0.11% |
| Morgan Stanley | 1,429 | US$269K | 0.11% |
| Williams Companies, Inc. (the) | 3,859 | US$262K | 0.11% |
| Wells Fargo & Company | 3,206 | US$257K | 0.10% |
| Arista Networks, Inc. | 1,221 | US$249K | 0.10% |
| Valero Energy Corporation | 618 | US$240K | 0.10% |
| Ge Vernova Inc. | 251 | US$239K | 0.10% |
| Crowdstrike Holdings, Inc. | 897 | US$237K | 0.10% |
| Unitedhealth Group Incorporated | 646 | US$237K | 0.10% |
| Conocophillips | 1,850 | US$232K | 0.09% |
| Northern Dynasty Minerals Ltd. | 168K | US$230K | 0.09% |
| Home Depot, Inc. (the) | 804 | US$229K | 0.09% |
| Blackstone Inc. | 1,957 | US$219K | 0.09% |
| Amgen Inc. | 488 | US$206K | 0.08% |
| Citigroup, Inc. | 1,579 | US$204K | 0.08% |
| Banco Santander, S.a. | 10,922 | US$151K | 0.06% |
| Lloyds Banking Group Plc | 12,372 | US$69,654 | 0.03% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Western Digital Corporation | 0 | US$0 | 0.00% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Coherent Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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