Aletheian Wealth Advisors

Aletheian Wealth Advisors as of March 31, 2026

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 340k 73.64
Ishares Tr Core S&p Ttl Stk (ITOT) 11.2 $23M 161k 142.43
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.2 $21M 326k 64.08
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.8 $9.9M 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 132k 56.52
Ishares Tr Core S&p500 Etf (IVV) 3.5 $7.2M 11k 653.24
Ishares Tr National Mun Etf (MUB) 3.0 $6.1M 57k 106.15
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $5.7M 65k 88.70
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.3 $4.7M 32k 145.79
Ishares Tr Core Intl Aggr (IAGG) 2.3 $4.6M 92k 50.04
Apple (AAPL) 1.9 $3.9M 15k 253.79
NVIDIA Corporation (NVDA) 1.8 $3.8M 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 100k 30.32
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.5 $3.0M 38k 78.41
Microsoft Corporation (MSFT) 1.4 $2.9M 7.8k 370.17
Ishares Tr Core Us Aggbd Et (AGG) 1.4 $2.9M 29k 99.27
Spdr Series Trust State Street Spd (CWB) 1.4 $2.8M 30k 91.52
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $2.7M 60k 44.45
Schwab Strategic Tr Us Tips Etf (SCHP) 1.2 $2.4M 89k 26.61
Spdr Series Trust State Street Spd (FLRN) 1.1 $2.3M 76k 30.78
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.1 $2.2M 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 8.7k 208.27
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.7M 85k 20.41
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.7M 5.9k 287.56
Ishares Core Msci Emkt (IEMG) 0.7 $1.5M 21k 69.75
Broadcom (AVGO) 0.7 $1.5M 4.7k 309.51
Ishares Tr Jpmorgan Usd Emg (EMB) 0.7 $1.4M 15k 93.93
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.4M 4.8k 286.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.3M 4.0k 320.81
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.2M 6.4k 189.60
Spdr Series Trust State Street Spd (JNK) 0.6 $1.2M 12k 95.72
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $1.1M 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 22k 49.89
Meta Platforms Cl A (META) 0.5 $1.1M 1.9k 572.13
Tesla Motors (TSLA) 0.5 $1.0M 2.8k 371.75
Coinbase Global Com Cl A (COIN) 0.5 $994k 5.7k 174.61
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $862k 8.1k 106.49
Eli Lilly & Co. (LLY) 0.4 $855k 930.00 919.77
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $840k 36k 23.22
JPMorgan Chase & Co. (JPM) 0.4 $802k 2.7k 294.16
Schwab Strategic Tr Us Reit Etf (SCHH) 0.4 $790k 37k 21.49
Exxon Mobil Corporation (XOM) 0.4 $727k 4.3k 169.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $724k 1.5k 479.20
Ishares Tr Conv Bd Etf (ICVT) 0.3 $682k 6.7k 101.79
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $681k 15k 45.65
Spdr Index Shs Fds State Street Spd (RWX) 0.3 $680k 26k 26.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $630k 25k 25.10
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $589k 54k 10.88
Wal-Mart Stores (WMT) 0.3 $560k 4.5k 124.28
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $547k 11k 50.98
Vanguard Index Fds Large Cap Etf (VV) 0.3 $529k 1.8k 298.85
Johnson & Johnson (JNJ) 0.3 $513k 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 1.4k 337.95
Costco Wholesale Corporation (COST) 0.2 $481k 483.00 996.43
Caterpillar (CAT) 0.2 $451k 636.00 708.46
Visa Com Cl A (V) 0.2 $449k 1.5k 302.24
Ssga Active Etf Tr State Street Bla (SRLN) 0.2 $442k 11k 40.14
Chevron Corporation (CVX) 0.2 $417k 2.0k 206.92
Mastercard Incorporated Cl A (MA) 0.2 $411k 823.00 499.66
Abbvie (ABBV) 0.2 $372k 1.7k 217.52
Raytheon Technologies Corp (RTX) 0.2 $345k 1.8k 192.90
Ishares Tr Tips Bd Etf (TIP) 0.2 $342k 3.1k 110.34
Netflix (NFLX) 0.2 $338k 3.5k 96.15
Home Depot (HD) 0.2 $325k 989.00 328.89
Ge Aerospace Com New (GE) 0.2 $321k 1.1k 283.77
Lam Research Corp Com New (LRCX) 0.2 $319k 1.5k 213.66
Micron Technology (MU) 0.2 $318k 942.00 337.84
Coca-Cola Company (KO) 0.2 $309k 4.1k 76.05
Palantir Technologies Cl A (PLTR) 0.1 $296k 2.0k 146.28
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $295k 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 745.00 341.79
Advanced Micro Devices (AMD) 0.1 $254k 1.2k 203.43
Cisco Systems (CSCO) 0.1 $254k 3.3k 77.59
Linde SHS (LIN) 0.1 $252k 508.00 495.76
Kla Corp Com New (KLAC) 0.1 $252k 171.00 1472.41
Philip Morris International (PM) 0.1 $244k 1.5k 165.34
Merck & Co (MRK) 0.1 $240k 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 4.9k 48.75
Northern Dynasty Minerals Lt Com New (NAK) 0.1 $236k 168k 1.40
Procter & Gamble Company (PG) 0.1 $234k 1.6k 144.44
Blackstone Group Inc Com Cl A (BX) 0.1 $230k 2.0k 114.99
Goldman Sachs (GS) 0.1 $229k 271.00 845.99
Oracle Corporation (ORCL) 0.1 $227k 1.5k 147.11
McDonald's Corporation (MCD) 0.1 $227k 729.00 310.79
Wells Fargo & Company (WFC) 0.1 $224k 2.8k 79.61
ConocoPhillips (COP) 0.1 $217k 1.6k 132.00
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $207k 157.00 1320.83
Analog Devices (ADI) 0.1 $203k 639.00 318.14
Amphenol Corp Cl A (APH) 0.1 $203k 1.6k 126.35