Portfolio (Quarterly) Guide ↗

Aletheian Wealth Advisors LLC

· CIK 0001922281

13F Portfolio $234M AUM 109 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 14 New 69 Added 13 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VWO	VANGUARD INTL EQUITY INDEX F	—	164,003.0	$9.8M	4.18%	-2K	-1.2%	$59.69	+1.3%
2	IEFA	ISHARES TR	—	36,347.0	$3.5M	1.50%	-651.0	-1.8%	$96.58	+3.3%
3	AGG	ISHARES TR	—	27,449.0	$2.7M	1.16%	-1K	-4.7%	$98.98	-2.7%
4	PDBC	INVESCO ACTVELY MNGD ETC FD	—	125,902.0	$2.0M	0.85%	-2K	-1.4%	$15.88	+24.5%
5	IEMG	ISHARES INC	—	20,664.0	$1.7M	0.73%	-197.0	-0.9%	$82.84	-0.1%
6	VTI	VANGUARD INDEX FDS	—	3,950.0	$1.5M	0.62%	-25.0	-0.6%	$370.04	+2.0%
7	MU	MICRON TECHNOLOGY INC	Technology	900.0	$1.0M	0.44%	-42.0	-4.5%	$1154.29	-15.5%
8	ICVT	ISHARES TR	—	6,629.0	$807K	0.34%	-68.0	-1.0%	$121.74	-6.0%
9	SPDW	SPDR INDEX SHS FDS	—	14,525.0	$732K	0.31%	-381.0	-2.6%	$50.39	+2.6%
10	SCHB	SCHWAB STRATEGIC TR	—	22,072.0	$639K	0.27%	-3K	-12.1%	$28.96	+2.0%
11	COIN	COINBASE GLOBAL INC	Financial Services	2,794.0	$408K	0.17%	-3K	-50.9%	$146.19	+22.6%
12	HD	HOME DEPOT INC	Consumer Cyclical	978.0	$345K	0.15%	-11.0	-1.1%	$352.68	-12.5%
13	VXUS	VANGUARD STAR FDS	—	3,730.0	$319K	0.14%	-3K	-42.4%	$85.49	+2.2%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 53.0%

Financial Services 9.7%

Consumer Cyclical 8.7%

Communication Services 8.6%

Healthcare 6.7%

Consumer Defensive 5.1%

Industrials 3.4%

Energy 2.9%

Basic Materials 1.4%

Utilities 0.6%