Aletheian Wealth Advisors

Aletheian Wealth Advisors as of Sept. 30, 2025

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