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Aletheian Wealth Advisors

Latest statistics and disclosures from Aletheian Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, BND, VEA, BNDX, VWO, and represent 41.31% of Aletheian Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IAGG, MUB, VNQ, LRCX, AMD, APH, MS, MRK, PSP, FLRN.
Started 5 new stock positions in MRK, AMD, APH, LRCX, MS.
Reduced shares in these 10 stocks: ITOT, VTEB, BKNG, SAP, , , NVDA, BNDX, VEA, MSFT.
Sold out of its positions in BKNG, SAP, NOW, ACN.
Aletheian Wealth Advisors was a net buyer of stock by $1.3M.
Aletheian Wealth Advisors has $215M in assets under management (AUM), dropping by 5.85%.
Central Index Key (CIK): 0001922281

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Positions held by Aletheian Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 101 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	12.1	$26M		179k	145.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.3	$22M		299k	74.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.0	$22M		361k	59.92	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	4.6	$9.8M		198k	49.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	4.2	$9.1M		169k	54.18	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	3.9	$8.4M	+2%	122k	69.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$8.0M		12k	669.31	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$6.1M	+3%	67k	91.42	View chart
Ishares Tr National Mun Etf (MUB)	2.6	$5.5M	+8%	52k	106.49	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.2	$4.7M		33k	142.55	View chart
Microsoft Corporation (MSFT)	2.1	$4.6M		8.8k	517.95	View chart
Apple (AAPL)	2.1	$4.5M		18k	254.63	View chart
NVIDIA Corporation (NVDA)	2.1	$4.4M	-3%	24k	186.58	View chart
Ishares Tr Core Intl Aggr (IAGG)	2.0	$4.4M	+24%	85k	51.23	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.5	$3.3M	+4%	105k	31.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.5	$3.3M		38k	87.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.5	$3.3M		32k	100.25	View chart
Spdr Series Trust Bbg Conv Sec Etf (CWB)	1.4	$3.0M		34k	90.50	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	1.4	$3.0M		62k	47.74	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$2.8M		35k	78.91	View chart
Coinbase Global Com Cl A (COIN)	1.3	$2.7M		8.0k	337.49	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.0	$2.2M	+6%	83k	26.95	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	1.0	$2.1M	+7%	69k	30.86	View chart
Amazon (AMZN)	1.0	$2.1M		9.5k	219.57	View chart
Broadcom (AVGO)	0.8	$1.7M	-3%	5.2k	329.91	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.8	$1.7M	+2%	125k	13.43	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.8	$1.7M	+7%	80k	20.93	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.8	$1.6M	+2%	61k	26.85	View chart
Meta Platforms Cl A (META)	0.7	$1.5M	-2%	2.1k	734.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.5M	-2%	6.3k	243.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.5M	-13%	29k	50.07	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.4M		21k	65.92	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.4M		4.2k	328.17	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.6	$1.4M	+6%	14k	95.19	View chart
Tesla Motors (TSLA)	0.6	$1.4M		3.1k	444.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.3M	-2%	5.2k	243.55	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.5	$1.2M		6.7k	176.82	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.5	$1.1M		12k	97.99	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$1.1M		22k	51.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$1.1M	-2%	14k	76.72	View chart
JPMorgan Chase & Co. (JPM)	0.4	$944k		3.0k	315.43	View chart
Spdr Index Shs Fds Dj Intl Rl Etf (RWX)	0.4	$857k		31k	27.81	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$854k	-2%	40k	21.57	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$849k		36k	23.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$839k		20k	42.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.4	$837k		7.8k	106.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$831k		1.7k	502.74	View chart
Eli Lilly & Co. (LLY)	0.4	$771k		1.0k	763.00	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.3	$695k		6.9k	100.05	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$665k		26k	25.71	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.3	$642k		55k	11.60	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$627k		12k	51.04	View chart
Visa Com Cl A (V)	0.3	$593k		1.7k	341.38	View chart
Exxon Mobil Corporation (XOM)	0.3	$550k		4.9k	112.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$545k		1.8k	307.86	View chart
Mastercard Incorporated Cl A (MA)	0.3	$539k		948.00	568.81	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$522k	-7%	1.9k	279.29	View chart
Wal-Mart Stores (WMT)	0.2	$512k		5.0k	103.06	View chart
Costco Wholesale Corporation (COST)	0.2	$495k		535.00	925.63	View chart
Oracle Corporation (ORCL)	0.2	$484k	-9%	1.7k	281.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$476k		6.5k	73.46	View chart
Home Depot (HD)	0.2	$462k		1.1k	405.19	View chart
Palantir Technologies Cl A (PLTR)	0.2	$428k	-6%	2.3k	182.42	View chart
Abbvie (ABBV)	0.2	$427k		1.8k	231.57	View chart
Procter & Gamble Company (PG)	0.2	$425k		2.8k	153.65	View chart
Johnson & Johnson (JNJ)	0.2	$415k		2.2k	185.42	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$408k		9.8k	41.58	View chart
Netflix (NFLX)	0.2	$405k		338.00	1198.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$401k	-2%	1.4k	293.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$359k		2.1k	170.85	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$335k		3.0k	111.24	View chart
Caterpillar (CAT)	0.2	$334k		699.00	477.15	View chart
Ge Aerospace Com New (GE)	0.2	$330k	-2%	1.1k	300.82	View chart
Coca-Cola Company (KO)	0.2	$325k		4.9k	66.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$296k	-2%	1.8k	167.33	View chart
Linde SHS (LIN)	0.1	$291k		613.00	475.00	View chart
Bank of America Corporation (BAC)	0.1	$290k	+2%	5.6k	51.59	View chart
Chevron Corporation (CVX)	0.1	$283k	+19%	1.8k	155.31	View chart
UnitedHealth (UNH)	0.1	$280k		810.00	345.38	View chart
Philip Morris International (PM)	0.1	$273k	-2%	1.7k	162.20	View chart
Wells Fargo & Company (WFC)	0.1	$271k	-2%	3.2k	83.82	View chart
McDonald's Corporation (MCD)	0.1	$259k	-2%	853.00	303.89	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$254k		1.0k	254.28	View chart
Cisco Systems (CSCO)	0.1	$249k		3.6k	68.42	View chart
Goldman Sachs (GS)	0.1	$241k	-2%	303.00	796.35	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$238k		4.0k	58.72	View chart
Williams Companies (WMB)	0.1	$233k		3.7k	63.35	View chart
International Business Machines (IBM)	0.1	$229k	-2%	813.00	282.16	View chart
Lam Research Corp Com New (LRCX)	0.1	$223k	NEW	1.7k	133.90	View chart
Intuit (INTU)	0.1	$222k	+2%	325.00	682.91	View chart
Advanced Micro Devices (AMD)	0.1	$214k	NEW	1.3k	161.79	View chart
Abbott Laboratories (ABT)	0.1	$213k	+2%	1.6k	133.94	View chart
Amphenol Corp Cl A (APH)	0.1	$210k	NEW	1.7k	123.75	View chart
At&t (T)	0.1	$205k	-3%	7.3k	28.24	View chart
salesforce (CRM)	0.1	$204k		862.00	237.00	View chart
Morgan Stanley Com New (MS)	0.1	$203k	NEW	1.3k	158.96	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.1	$202k	+54%	168k	1.20	View chart
Merck & Co (MRK)	0.1	$202k	NEW	2.4k	83.93	View chart
Capital One Financial (COF)	0.1	$200k	-4%	942.00	212.58	View chart
Banco Santander Adr (SAN)	0.1	$110k		11k	10.48	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$56k	-5%	12k	4.54	View chart

Past Filings by Aletheian Wealth Advisors

SEC 13F filings are viewable for Aletheian Wealth Advisors going back to 2021

Aletheian Wealth Advisors 2025 Q3 filed Nov. 12, 2025
Aletheian Wealth Advisors 2025 Q2 filed July 7, 2025
Aletheian Wealth Advisors 2025 Q1 filed April 8, 2025
Aletheian Wealth Advisors 2024 Q4 filed Feb. 14, 2025
Aletheian Wealth Advisors 2024 Q3 filed Oct. 25, 2024
Aletheian Wealth Advisors 2024 Q2 filed July 26, 2024
Aletheian Wealth Advisors 2024 Q1 filed April 15, 2024
Aletheian Wealth Advisors 2023 Q4 filed Jan. 5, 2024
Aletheian Wealth Advisors 2023 Q3 filed Oct. 5, 2023
Aletheian Wealth Advisors 2023 Q2 filed July 13, 2023
Aletheian Wealth Advisors 2023 Q1 filed May 11, 2023
Aletheian Wealth Advisors 2022 Q4 filed Jan. 17, 2023
Aletheian Wealth Advisors 2022 Q3 filed Oct. 14, 2022
Aletheian Wealth Advisors 2022 Q2 filed July 11, 2022
Aletheian Wealth Advisors 2022 Q1 filed April 18, 2022
Aletheian Wealth Advisors 2021 Q4 filed April 12, 2022

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