Aletheian Wealth Advisors
Latest statistics and disclosures from Aletheian Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, ITOT, VEA, BNDX, VWO, and represent 42.75% of Aletheian Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: BND, MUB, PSP, IAGG, BNDX, MU, NFLX, AMAT, KLAC, BSV.
- Started 6 new stock positions in KLAC, COP, ASML, AMAT, MU, ADI.
- Reduced shares in these 10 stocks: ITOT, VEA, IVV, AAPL, COIN, VTEB, MSFT, AGG, NVDA, CWB.
- Sold out of its positions in T, ABT, SAN, COF, IBM, INTU, LYG, MS, CRM, UNH.
- Aletheian Wealth Advisors was a net seller of stock by $-6.3M.
- Aletheian Wealth Advisors has $205M in assets under management (AUM), dropping by -4.65%.
- Central Index Key (CIK): 0001922281
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Portfolio Holdings for Aletheian Wealth Advisors
Aletheian Wealth Advisors holds 97 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 12.2 | $25M | +13% | 340k | 73.64 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 11.2 | $23M | -9% | 161k | 142.43 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.2 | $21M | -9% | 326k | 64.08 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.8 | $9.9M | +3% | 205k | 48.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.4 | $9.0M | 166k | 54.05 |
|
|
| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 3.6 | $7.4M | +7% | 132k | 56.52 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.5 | $7.2M | -8% | 11k | 653.24 |
|
| Ishares Tr National Mun Etf (MUB) | 3.0 | $6.1M | +10% | 57k | 106.15 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 2.8 | $5.7M | -3% | 65k | 88.70 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 2.3 | $4.7M | -2% | 32k | 145.79 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 2.3 | $4.6M | +8% | 92k | 50.04 |
|
| Apple (AAPL) | 1.9 | $3.9M | -13% | 15k | 253.79 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $3.8M | -8% | 22k | 174.40 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $3.3M | 37k | 90.53 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.5 | $3.0M | -4% | 100k | 30.32 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $3.0M | +8% | 38k | 78.41 |
|
| Microsoft Corporation (MSFT) | 1.4 | $2.9M | -11% | 7.8k | 370.17 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.4 | $2.9M | -11% | 29k | 99.27 |
|
| Spdr Series Trust State Street Spd (CWB) | 1.4 | $2.8M | -9% | 30k | 91.52 |
|
| Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) | 1.3 | $2.7M | -3% | 60k | 44.45 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.2 | $2.4M | +7% | 89k | 26.61 |
|
| Spdr Series Trust State Street Spd (FLRN) | 1.1 | $2.3M | +9% | 76k | 30.78 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 1.1 | $2.2M | +2% | 128k | 17.32 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 1.0 | $2.1M | 62k | 33.81 |
|
|
| Amazon (AMZN) | 0.9 | $1.8M | -8% | 8.7k | 208.27 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.8 | $1.7M | +5% | 85k | 20.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.7M | -7% | 5.9k | 287.56 |
|
| Ishares Core Msci Emkt (IEMG) | 0.7 | $1.5M | 21k | 69.75 |
|
|
| Broadcom (AVGO) | 0.7 | $1.5M | -9% | 4.7k | 309.51 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.7 | $1.4M | +2% | 15k | 93.93 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | -7% | 4.8k | 286.86 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | -5% | 4.0k | 320.81 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $1.2M | -4% | 6.4k | 189.60 |
|
| Spdr Series Trust State Street Spd (JNK) | 0.6 | $1.2M | +6% | 12k | 95.72 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.6 | $1.1M | +3% | 22k | 50.83 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $1.1M | 14k | 78.41 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.1M | -25% | 22k | 49.89 |
|
| Meta Platforms Cl A (META) | 0.5 | $1.1M | -8% | 1.9k | 572.13 |
|
| Tesla Motors (TSLA) | 0.5 | $1.0M | -8% | 2.8k | 371.75 |
|
| Coinbase Global Com Cl A (COIN) | 0.5 | $994k | -28% | 5.7k | 174.61 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $862k | +3% | 8.1k | 106.49 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $855k | -7% | 930.00 | 919.77 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $840k | 36k | 23.22 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $802k | -8% | 2.7k | 294.16 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.4 | $790k | -7% | 37k | 21.49 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $727k | -12% | 4.3k | 169.68 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $724k | -8% | 1.5k | 479.20 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $682k | -3% | 6.7k | 101.79 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.3 | $681k | -23% | 15k | 45.65 |
|
| Spdr Index Shs Fds State Street Spd (RWX) | 0.3 | $680k | -17% | 26k | 26.62 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $630k | -2% | 25k | 25.10 |
|
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 0.3 | $589k | -2% | 54k | 10.88 |
|
| Wal-Mart Stores (WMT) | 0.3 | $560k | -9% | 4.5k | 124.28 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.3 | $547k | -12% | 11k | 50.98 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.3 | $529k | 1.8k | 298.85 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $513k | -6% | 2.1k | 244.44 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $499k | 6.5k | 77.11 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $486k | -23% | 1.4k | 337.95 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $481k | -9% | 483.00 | 996.43 |
|
| Caterpillar (CAT) | 0.2 | $451k | -9% | 636.00 | 708.46 |
|
| Visa Com Cl A (V) | 0.2 | $449k | -14% | 1.5k | 302.24 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.2 | $442k | +12% | 11k | 40.14 |
|
| Chevron Corporation (CVX) | 0.2 | $417k | +10% | 2.0k | 206.92 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $411k | -13% | 823.00 | 499.66 |
|
| Abbvie (ABBV) | 0.2 | $372k | -7% | 1.7k | 217.52 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $345k | 1.8k | 192.90 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $342k | +2% | 3.1k | 110.34 |
|
| Netflix (NFLX) | 0.2 | $338k | +940% | 3.5k | 96.15 |
|
| Home Depot (HD) | 0.2 | $325k | -13% | 989.00 | 328.89 |
|
| Ge Aerospace Com New (GE) | 0.2 | $321k | +3% | 1.1k | 283.77 |
|
| Lam Research Corp Com New (LRCX) | 0.2 | $319k | -10% | 1.5k | 213.66 |
|
| Micron Technology (MU) | 0.2 | $318k | NEW | 942.00 | 337.84 |
|
| Coca-Cola Company (KO) | 0.2 | $309k | -17% | 4.1k | 76.05 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $296k | -13% | 2.0k | 146.28 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $295k | -24% | 1.0k | 287.11 |
|
| Williams Companies (WMB) | 0.1 | $269k | 3.7k | 72.78 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $266k | 1.0k | 261.92 |
|
|
| Applied Materials (AMAT) | 0.1 | $255k | NEW | 745.00 | 341.79 |
|
| Advanced Micro Devices (AMD) | 0.1 | $254k | -5% | 1.2k | 203.43 |
|
| Cisco Systems (CSCO) | 0.1 | $254k | -10% | 3.3k | 77.59 |
|
| Linde SHS (LIN) | 0.1 | $252k | -17% | 508.00 | 495.76 |
|
| Kla Corp Com New (KLAC) | 0.1 | $252k | NEW | 171.00 | 1472.41 |
|
| Philip Morris International (PM) | 0.1 | $244k | -12% | 1.5k | 165.34 |
|
| Merck & Co (MRK) | 0.1 | $240k | -17% | 2.0k | 120.29 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $240k | 4.0k | 59.19 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $238k | -13% | 4.9k | 48.75 |
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.1 | $236k | 168k | 1.40 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $234k | -41% | 1.6k | 144.44 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $230k | -4% | 2.0k | 114.99 |
|
| Goldman Sachs (GS) | 0.1 | $229k | -10% | 271.00 | 845.99 |
|
| Oracle Corporation (ORCL) | 0.1 | $227k | -10% | 1.5k | 147.11 |
|
| McDonald's Corporation (MCD) | 0.1 | $227k | -14% | 729.00 | 310.79 |
|
| Wells Fargo & Company (WFC) | 0.1 | $224k | -13% | 2.8k | 79.61 |
|
| ConocoPhillips (COP) | 0.1 | $217k | NEW | 1.6k | 132.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $207k | NEW | 157.00 | 1320.83 |
|
| Analog Devices (ADI) | 0.1 | $203k | NEW | 639.00 | 318.14 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $203k | -5% | 1.6k | 126.35 |
|
Past Filings by Aletheian Wealth Advisors
SEC 13F filings are viewable for Aletheian Wealth Advisors going back to 2021
- 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
- Aletheian Wealth Advisors 2022 Q1 filed April 18, 2022