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RANDY T. SIEGEL

Aletheian Wealth Advisors Llc

Assets Managed
$205.16M
Holdings
97
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
-4.65%(2Q avg: 0.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aletheian Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 97 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 205.16M in assets, with a quarterly growth rate of -4.65% and a 2-quarter average growth rate of 0.6%. The portfolio is managed by RANDY T. SIEGEL, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BND
Vanguard Total Bond Market
Recent Activity
Increased 13.6%
12.21%
$25.032M
339,926 shares@ $73.64 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -9.94%
11.21%
$22.979M
161,336 shares@ $142.44 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -9.79%
10.17%
$20.857M
325,489 shares@ $64.09 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 3.7%
4.81%
$9.863M
205,265 shares@ $48.06 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -1.51%
4.38%
$8.973M
166,005 shares@ $54.05 avg price
PSP
Invesco Global Listed Privat
Recent Activity
Increased 7.73%
3.63%
$7.437M
131,579 shares@ $56.53 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -8.61%
3.49%
$7.155M
10,953 shares@ $653.24 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 10.95%
2.97%
$6.084M
57,317 shares@ $106.16 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Decreased -3.05%
2.8%
$5.744M
64,763 shares@ $88.7 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
Decreased -2.32%
2.3%
$4.711M
32,316 shares@ $145.8 avg price

1-10 of 97