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 41.75% of Aletheian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VEA, BND, PSP, ITOT, VNQ, NVDA, AAPL, KLAC, INTC, MSFT.
- Started 14 new stock positions in GEV, IWV, IBM, C, SAN, LYG, PANW, WDC, MS, COHR. GLW, INTC, UNH, ANET.
- Reduced shares in these 10 stocks: COIN, VXUS, MCD, , AGG, VWO, SCHB, IEFA, MU, PDBC.
- Sold out of its positions in COP, MCD.
- Aletheian Wealth Advisors was a net buyer of stock by $14M.
- Aletheian Wealth Advisors has $234M in assets under management (AUM), dropping by 14.14%.
- Central Index Key (CIK): 0001922281
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Portfolio Holdings for Aletheian Wealth Advisors
Aletheian Wealth Advisors holds 109 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 11.6 | $27M | +2% | 166k | 164.27 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 11.1 | $26M | +4% | 355k | 73.41 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.5 | $25M | +6% | 346k | 71.25 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.3 | $10M | 207k | 48.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.2 | $9.8M | 164k | 59.69 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $8.2M | 11k | 748.92 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 3.5 | $8.2M | +11% | 146k | 55.70 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 3.0 | $7.0M | +11% | 72k | 96.43 |
|
| Ishares Tr National Mun Etf (MUB) | 2.7 | $6.3M | +2% | 59k | 107.62 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.1 | $5.0M | 33k | 154.29 |
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| Ishares Tr Core Intl Aggr (IAGG) | 2.1 | $5.0M | +6% | 99k | 50.60 |
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| Apple (AAPL) | 2.1 | $5.0M | +11% | 17k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $4.9M | +12% | 24k | 200.09 |
|
| Spdr Series Trust St Str Conv Etf (CWB) | 1.5 | $3.6M | +9% | 33k | 107.82 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $3.5M | 36k | 96.58 |
|
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.5 | $3.4M | +11% | 112k | 30.49 |
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| Microsoft Corporation (MSFT) | 1.4 | $3.3M | +13% | 8.9k | 373.02 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 1.3 | $3.1M | +13% | 69k | 44.85 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $3.0M | +2% | 39k | 77.91 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $2.7M | -4% | 27k | 98.98 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $2.4M | 90k | 26.50 |
|
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| Spdr Series Trust St Str Rate Etf (FLRN) | 1.0 | $2.4M | 77k | 30.85 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.3M | +9% | 6.4k | 357.37 |
|
| Amazon (AMZN) | 1.0 | $2.2M | +7% | 9.4k | 238.35 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.9 | $2.0M | 126k | 15.88 |
|
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| Broadcom (AVGO) | 0.8 | $2.0M | +10% | 5.2k | 377.75 |
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| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.8 | $1.9M | 62k | 30.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.9M | +10% | 5.3k | 353.33 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.8 | $1.8M | +3% | 88k | 20.37 |
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| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.7M | 21k | 82.84 |
|
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.6 | $1.5M | +2% | 15k | 96.44 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.5M | 4.0k | 370.04 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $1.4M | +2% | 6.6k | 221.19 |
|
| Tesla Motors (TSLA) | 0.5 | $1.2M | +6% | 3.0k | 420.60 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 0.5 | $1.2M | +3% | 13k | 96.37 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.2M | +9% | 1.0k | 1199.43 |
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| Meta Platforms Cl A (META) | 0.5 | $1.2M | +12% | 2.1k | 563.29 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.5 | $1.2M | +2% | 23k | 50.66 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $1.1M | 14k | 82.27 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.1M | 22k | 50.58 |
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| Micron Technology (MU) | 0.4 | $1.0M | -4% | 900.00 | 1154.29 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $969k | +8% | 3.0k | 327.33 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $909k | +32% | 1.9k | 477.57 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $885k | +2% | 8.3k | 106.47 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $871k | 37k | 23.68 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $865k | +14% | 1.7k | 500.39 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $837k | 36k | 23.13 |
|
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| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $807k | 6.6k | 121.74 |
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| Advanced Micro Devices (AMD) | 0.3 | $765k | +5% | 1.3k | 580.91 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.3 | $732k | -2% | 15k | 50.39 |
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| Caterpillar (CAT) | 0.3 | $722k | +6% | 678.00 | 1064.90 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $692k | +6% | 1.6k | 433.33 |
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| Spdr Index Shs Fds St Dow Intl Etf (RWX) | 0.3 | $690k | 26k | 27.01 |
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| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $680k | +15% | 63k | 10.84 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $639k | -12% | 22k | 28.96 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $634k | +8% | 4.6k | 136.73 |
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| Johnson & Johnson (JNJ) | 0.3 | $629k | +17% | 2.5k | 253.97 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $609k | 1.8k | 343.91 |
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| Applied Materials (AMAT) | 0.3 | $594k | +10% | 821.00 | 723.00 |
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| Wal-Mart Stores (WMT) | 0.2 | $575k | +12% | 5.1k | 113.26 |
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| Visa Com Cl A (V) | 0.2 | $574k | +12% | 1.7k | 343.09 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $556k | 11k | 51.00 |
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| Kla Corp Com New (KLAC) | 0.2 | $539k | +944% | 1.8k | 301.71 |
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| Costco Wholesale Corporation (COST) | 0.2 | $487k | +7% | 521.00 | 935.47 |
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| Abbvie (ABBV) | 0.2 | $484k | +12% | 1.9k | 251.67 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $462k | +9% | 900.00 | 513.60 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.2 | $443k | 11k | 40.29 |
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| Cisco Systems (CSCO) | 0.2 | $438k | +14% | 3.7k | 117.46 |
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| Ge Aerospace Com New (GE) | 0.2 | $422k | 1.1k | 373.73 |
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| Coca-Cola Company (KO) | 0.2 | $418k | +26% | 5.1k | 81.27 |
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| Intel Corporation (INTC) | 0.2 | $415k | NEW | 3.0k | 139.63 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $409k | -50% | 2.8k | 146.19 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $402k | +28% | 202.00 | 1989.44 |
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| Procter & Gamble Company (PG) | 0.2 | $392k | +65% | 2.7k | 146.64 |
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| Philip Morris International (PM) | 0.2 | $357k | +33% | 2.0k | 180.91 |
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| Chevron Corporation (CVX) | 0.2 | $354k | +6% | 2.1k | 165.77 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $354k | +4% | 1.9k | 189.73 |
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| Home Depot (HD) | 0.1 | $345k | 978.00 | 352.68 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $339k | 3.1k | 109.42 |
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| Amphenol Corp Cl A (APH) | 0.1 | $327k | +15% | 1.9k | 176.32 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.1 | $323k | 168k | 1.92 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $319k | -42% | 3.7k | 85.49 |
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| Merck & Co (MRK) | 0.1 | $312k | +21% | 2.4k | 128.50 |
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| Goldman Sachs (GS) | 0.1 | $311k | +13% | 307.00 | 1011.37 |
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| Bank of America Corporation (BAC) | 0.1 | $309k | +11% | 5.4k | 56.98 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $306k | 1.0k | 303.12 |
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| Morgan Stanley Com New (MS) | 0.1 | $296k | NEW | 1.4k | 209.04 |
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| Linde SHS (LIN) | 0.1 | $288k | +9% | 554.00 | 518.94 |
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| UnitedHealth (UNH) | 0.1 | $285k | NEW | 686.00 | 415.74 |
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| Williams Companies (WMB) | 0.1 | $285k | +3% | 3.8k | 74.34 |
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| Analog Devices (ADI) | 0.1 | $283k | +11% | 712.00 | 397.17 |
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| Ge Vernova (GEV) | 0.1 | $280k | NEW | 238.00 | 1174.86 |
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| Oracle Corporation (ORCL) | 0.1 | $278k | +23% | 1.9k | 146.55 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $278k | +235% | 3.4k | 80.56 |
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| Netflix (NFLX) | 0.1 | $275k | +9% | 3.8k | 71.40 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $271k | +14% | 2.3k | 116.67 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $269k | 4.0k | 66.45 |
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| Wells Fargo & Company (WFC) | 0.1 | $263k | +13% | 3.2k | 82.64 |
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| Palo Alto Networks (PANW) | 0.1 | $262k | NEW | 769.00 | 341.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $247k | +5% | 2.1k | 117.67 |
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| International Business Machines (IBM) | 0.1 | $223k | NEW | 792.00 | 281.21 |
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| Western Digital (WDC) | 0.1 | $218k | NEW | 342.00 | 638.72 |
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| Corning Incorporated (GLW) | 0.1 | $216k | NEW | 847.00 | 255.43 |
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| Citigroup Com New (C) | 0.1 | $214k | NEW | 1.5k | 139.96 |
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| Coherent Corp (COHR) | 0.1 | $211k | NEW | 534.00 | 394.47 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $206k | NEW | 484.00 | 426.40 |
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| Arista Networks Com Shs (ANET) | 0.1 | $204k | NEW | 1.2k | 169.88 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $144k | NEW | 11k | 13.80 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $71k | NEW | 12k | 5.83 |
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Past Filings by Aletheian Wealth Advisors
SEC 13F filings are viewable for Aletheian Wealth Advisors going back to 2021
- Aletheian Wealth Advisors 2026 Q2 filed July 9, 2026
- Aletheian Wealth Advisors 2026 Q1 filed April 9, 2026
- 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