SEC Form 13F · Q2 2026

Aletheian Wealth Advisors LLC

Institutional Holdings Report

13F-HRWA
$234.2M
Portfolio Value
109
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Aletheian Wealth Advisors LLC
CIK
1922281
Accession No.
0002085853-26-000663
Location
Bellevue, WA
Form Type
13F-HR
Portfolio Value
$234.2M
Holdings Reported
109
Reporting Period
Q2 2026
Filed
July 9, 2026

About this Filing

Aletheian Wealth Advisors LLC is an institutional investment manager based in Bellevue, WA reporting approximately $234.2M in 13(f) securities across 109 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.