Aletheian Wealth Advisors LLC reported 62 positions worth $50.59M for the quarter ended Sep 30, 2026, up 8.1% on the prior quarter. It opened 5 new positions, added to 45, trimmed 11 and exited 5. Its largest holding is Nvidia Corp at 11.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| TSLA Tesla, Inc. | +1,015 | +34.3% | $360.13K | 2.79% |
| SPCX Space Exploration Technologies Corp | +2,378 | – | $358.75K | 0.709% |
| NVDA Nvidia Corp | +1,436 | +5.9% | $327.95K | 11.6% |
| VLO Valero Energy Corp | +618 | – | $239.54K | 0.473% |
| AMZN Amazon Com Inc | +955 | +10.2% | $237.94K | 5.09% |
| CRWD CrowdStrike Holdings, Inc. | +897 | – | $237.48K | 0.469% |
| COP Conocophillips | +1,850 | – | $231.53K | 0.458% |
| AMD Advanced Micro Devices Inc | +376 | +28.6% | $230.02K | 2.05% |
| PLTR Palantir Technologies Inc. | +1,110 | +47.8% | $207.63K | 1.27% |
| AMGN Amgen Inc | +488 | – | $205.70K | 0.407% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -4,636 | -100.0% | $633.90K | Exited |
| IBM International Business Machines Corp | -792 | -100.0% | $222.72K | Exited |
| WDC Western Digital Corp | -342 | -100.0% | $218.44K | Exited |
| GLW Corning Inc | -847 | -100.0% | $216.35K | Exited |
| COHR Coherent Corp. | -534 | -100.0% | $210.65K | Exited |
| HD Home Depot, Inc. | -174 | -17.8% | $49.50K | 0.452% |
| PG PROCTER & GAMBLE Co | -336 | -12.6% | $48.81K | 0.672% |
| KO Coca Cola Co | -481 | -9.3% | $41.40K | 0.794% |
| V Visa Inc. | -59 | -3.5% | $21.20K | 1.15% |
| BX Blackstone Inc. | -141 | -6.7% | $15.80K | 0.434% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 25.7K | $5.87M | 11.6% | +1,436 | +5.9% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 17.2K | $5.74M | 11.35% | +124 | +0.7% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 8,937 | $4.58M | 9.06% | +67 | +0.8% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 10.3K | $2.57M | 5.09% | +955 | +10.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 6,486 | $2.23M | 4.41% | +69 | +1.1% | Added | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 5,908 | $2.01M | 3.98% | +570 | +10.7% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 5,608 | $1.97M | 3.89% | +408 | +7.8% | Added | 0% |
| 8 | META Meta Platforms, Inc. | Technology | 2,405 | $1.74M | 3.45% | +270 | +12.6% | Added | 0% |
| 9 | TSLA Tesla, Inc. | Consumer Discretionary | 3,975 | $1.41M | 2.79% | +1,015 | +34.3% | Added | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 1,039 | $1.20M | 2.38% | +18 | +1.8% | Added | 0% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 1,692 | $1.04M | 2.05% | +376 | +28.6% | Added | 0% |
| 12 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 2,225 | $1.02M | 2.01% | +322 | +16.9% | Added | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 2,996 | $991.17K | 1.96% | +36 | +1.2% | Added | 0% |
| 14 | MU Micron Technology Inc | Technology | 914 | $973.51K | 1.92% | +14 | +1.6% | Added | 0% |
| 15 | BRK-B Berkshire Hathaway Inc | Financial Services | 1,714 | $853.49K | 1.69% | -15 | -0.9% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Aletheian Wealth Advisors.
As of its Q3 2026 13F filing, Aletheian Wealth Advisors LLC’s five largest positions were Nvidia Corp (NVDA) at 11.6%, Apple Inc. (AAPL) at 11.4%, Microsoft Corp (MSFT) at 9.1%, Amazon Com Inc (AMZN) at 5.1%, Alphabet Inc. (GOOGL) at 4.4% of the reported portfolio.
Aletheian Wealth Advisors LLC reported a 13F portfolio worth $50.59M across 62 positions for Q3 2026. That is up 8.1% from the previous quarter.
Its largest purchases by value were Tesla, Inc. ($360.13K), Space Exploration Technologies Corp ($358.75K), Nvidia Corp ($327.95K). It opened 5 new positions.
Its largest sales by value were ExxonMobil Holdings Corp ($633.90K), International Business Machines Corp ($222.72K), Western Digital Corp ($218.44K). It exited 5 positions entirely.
From the Form 13F-HR reports Aletheian Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.