Aletheian Wealth Advisors

Aletheian Wealth Advisors as of June 30, 2025

Portfolio Holdings for Aletheian Wealth Advisors

Aletheian Wealth Advisors holds 100 positions in its portfolio as reported in the June 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) 12.0 $24M 181k 135.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.9 $22M 300k 73.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $21M 362k 57.01
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.9 $9.9M 201k 49.51
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.1 $8.3M 167k 49.46
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 4.1 $8.2M 120k 68.85
Ishares Tr Core S&p500 Etf (IVV) 3.7 $7.5M 12k 620.91
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $5.7M 64k 89.06
Ishares Tr National Mun Etf (MUB) 2.5 $5.0M 48k 104.48
Microsoft Corporation (MSFT) 2.2 $4.5M 8.9k 497.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.2 $4.4M 33k 134.39
NVIDIA Corporation (NVDA) 1.9 $3.9M 25k 157.99
Apple (AAPL) 1.8 $3.7M 18k 205.17
Ishares Tr Core Intl Aggr (IAGG) 1.7 $3.5M 68k 51.09
Ishares Tr Core Us Aggbd Et (AGG) 1.6 $3.2M 32k 99.20
Ishares Tr Core Msci Eafe (IEFA) 1.5 $3.1M 38k 83.48
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $3.1M 100k 30.68
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.4 $2.8M 62k 46.15
Coinbase Global Com Cl A (COIN) 1.4 $2.8M 8.0k 350.49
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $2.8M 35k 78.70
Spdr Series Trust Bbg Conv Sec Etf (CWB) 1.4 $2.8M 33k 82.66
Amazon (AMZN) 1.0 $2.1M 9.6k 219.39
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $2.1M 79k 26.68
Spdr Series Trust Bloomberg Invt (FLRN) 1.0 $2.0M 64k 30.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $1.7M 34k 49.03
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.8 $1.6M 122k 13.04
Meta Platforms Cl A (META) 0.8 $1.6M 2.1k 738.09
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.6M 75k 20.92
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.8 $1.5M 60k 25.85
Broadcom (AVGO) 0.7 $1.5M 5.4k 275.65
Ishares Core Msci Emkt (IEMG) 0.6 $1.3M 21k 60.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 4.2k 303.93
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.3M 14k 92.62
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M 6.4k 176.23
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $1.1M 22k 51.10
Spdr Series Trust Bloomberg High Y (JNK) 0.6 $1.1M 12k 97.27
Ishares Tr Rus 2000 Val Etf (IWN) 0.5 $1.1M 6.7k 157.75
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.0M 14k 72.68
Tesla Motors (TSLA) 0.5 $983k 3.1k 317.66
Alphabet Cap Stk Cl C (GOOG) 0.5 $948k 5.3k 177.39
JPMorgan Chase & Co. (JPM) 0.4 $885k 3.1k 289.91
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $859k 41k 21.16
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.4 $851k 31k 27.40
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $842k 7.9k 106.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $841k 36k 23.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $814k 1.7k 485.77
Eli Lilly & Co. (LLY) 0.4 $795k 1.0k 779.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $794k 20k 40.49
Ishares Tr Conv Bd Etf (ICVT) 0.3 $636k 7.1k 90.10
Visa Com Cl A (V) 0.3 $624k 1.8k 355.05
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $623k 12k 50.92
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $616k 26k 23.83
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $613k 55k 11.13
Mastercard Incorporated Cl A (MA) 0.3 $541k 962.00 561.94
Exxon Mobil Corporation (XOM) 0.3 $535k 5.0k 107.81
Costco Wholesale Corporation (COST) 0.3 $530k 535.00 989.94
Vanguard Index Fds Large Cap Etf (VV) 0.2 $505k 1.8k 285.30
Wal-Mart Stores (WMT) 0.2 $488k 5.0k 97.78
Netflix (NFLX) 0.2 $461k 344.00 1339.13
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $457k 2.0k 226.49
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $447k 6.5k 69.09
Procter & Gamble Company (PG) 0.2 $447k 2.8k 159.32
Oracle Corporation (ORCL) 0.2 $415k 1.9k 218.63
Home Depot (HD) 0.2 $410k 1.1k 366.64
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.2 $400k 9.6k 41.59
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $390k 1.4k 279.83
Coca-Cola Company (KO) 0.2 $346k 4.9k 70.75
Abbvie (ABBV) 0.2 $344k 1.9k 185.64
Johnson & Johnson (JNJ) 0.2 $343k 2.2k 152.75
Palantir Technologies Cl A (PLTR) 0.2 $342k 2.5k 136.32
Ishares Tr Tips Bd Etf (TIP) 0.2 $329k 3.0k 110.05
Philip Morris International (PM) 0.2 $315k 1.7k 182.13
Blackstone Group Inc Com Cl A (BX) 0.2 $313k 2.1k 149.58
Ge Aerospace Com New (GE) 0.1 $290k 1.1k 257.39
Linde SHS (LIN) 0.1 $287k 612.00 469.18
Caterpillar (CAT) 0.1 $276k 711.00 388.21
Wells Fargo & Company (WFC) 0.1 $266k 3.3k 80.12
Raytheon Technologies Corp (RTX) 0.1 $264k 1.8k 146.02
Bank of America Corporation (BAC) 0.1 $259k 5.5k 47.32
McDonald's Corporation (MCD) 0.1 $256k 876.00 292.17
UnitedHealth (UNH) 0.1 $250k 800.00 312.04
Intuit (INTU) 0.1 $249k 316.00 787.63
Cisco Systems (CSCO) 0.1 $249k 3.6k 69.38
International Business Machines (IBM) 0.1 $245k 830.00 294.78
Vanguard Index Fds Small Cp Etf (VB) 0.1 $237k 1.0k 236.98
salesforce (CRM) 0.1 $234k 859.00 272.69
Williams Companies (WMB) 0.1 $234k 3.7k 62.81
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $229k 4.0k 56.56
Booking Holdings (BKNG) 0.1 $226k 39.00 5789.23
Goldman Sachs (GS) 0.1 $221k 312.00 707.75
Chevron Corporation (CVX) 0.1 $218k 1.5k 143.21
At&t (T) 0.1 $217k 7.5k 28.94
Abbott Laboratories (ABT) 0.1 $211k 1.5k 136.01
Sap Se Spon Adr (SAP) 0.1 $210k 692.00 304.10
Capital One Financial (COF) 0.1 $209k 982.00 212.76
Accenture Plc Ireland Shs Class A (ACN) 0.1 $209k 699.00 298.89
Servicenow (NOW) 0.1 $209k 203.00 1028.08
Northern Dynasty Minerals Lt Com New (NAK) 0.1 $146k 109k 1.34
Banco Santander Adr (SAN) 0.0 $88k 11k 8.30
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $55k 13k 4.25