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RANDY T. SIEGEL

Aletheian Wealth Advisors Llc

Assets Managed
$234.162M
Holdings
109
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.14%(2Q avg: 4.75%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Aletheian Wealth Advisors Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Aletheian Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 234.162M in assets, with a quarterly growth rate of 14.14% and a 2-quarter average growth rate of 4.75%. The portfolio is managed by RANDY T. SIEGEL, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 2.72%
11.63%
$27.222M
165,712 shares@ $164.27 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 4.54%
11.14%
$26.085M
355,334 shares@ $73.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.26%
10.53%
$24.642M
345,857 shares@ $71.25 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 0.81%
4.28%
$10.021M
206,915 shares@ $48.43 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.2%
4.19%
$9.789M
164,003 shares@ $59.7 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.19%
3.5%
$8.187M
10,932 shares@ $748.93 avg price
PSP
Invesco Global Listed Privat
Recent Activity
Increased 11.23%
3.49%
$8.152M
146,352 shares@ $55.71 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 11.34%
2.97%
$6.953M
72,104 shares@ $96.44 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 2.07%
2.69%
$6.296M
58,503 shares@ $107.63 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Increased 0.73%
2.15%
$5.022M
32,550 shares@ $154.29 avg price

1-10 of 109