Aletheian Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001922281
13F-HR · 55 reported holdings · 2026-03-31
Reported long-US-equity value
$0.10B
Top-10 concentration
79.1%
Aletheian Wealth Advisors LLC — $96.3M AUM allocation strategy
Aletheian Wealth Advisors LLC files SEC Form 13F and reports $96.3M of long US equity value across 55 reported holdings for 2026-03-31.
Its largest sector bet is Financials 20.5%, followed by Information Technology 12.5% and Communication Services 4.4%.
The top 10 holdings account for 79% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Aletheian Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$96.3M
total across 55 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
79% of value
higher = narrower conviction; lower = spread / hedging
First appearance — no quarter-over-quarter baseline
This filer's previous-quarter 13F is not in our dataset yet
adds / trims / new / exited chips need two consecutive quarters — they will appear with the next filing
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks12.4%—
- Semiconductors5.4%—
- Investment Banking & Brokerage4.8%—
- Interactive Media & Services4.4%—
- Technology Hardware, Storage & Peripherals4.1%—
- Systems Software3.0%—
- Broadline Retail1.9%—
- Financial Exchanges & Data1.8%—
- Other holdings62.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 398K | $12M | — | 12.4% |
| $SCHW | Charles Schwab Corporation | 187K | $4.64M | — | 4.8% |
| $AAPL | Apple Inc | 15.4K | $3.9M | — | 4.1% |
| $NVDA | NVIDIA Corporation | 21.6K | $3.77M | — | 3.9% |
| $MSFT | Microsoft Corporation | 7.83K | $2.9M | — | 3.0% |
| $AMZN | Amazon.com Inc | 8.71K | $1.81M | — | 1.9% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.86K | $1.69M | — | 1.7% |
| $AVGO | Broadcom Inc | 4.69K | $1.45M | — | 1.5% |
| $GOOGL | Alphabet Inc | 4.81K | $1.38M | — | 1.4% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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