Aletheian Wealth Advisors

Aletheian Wealth Advisors as of June 30, 2026

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 166k 164.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.1 $26M 355k 73.41
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.5 $25M 346k 71.25
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 4.3 $10M 207k 48.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.2 $9.8M 164k 59.69
Ishares Tr Core S&p500 Etf (IVV) 3.5 $8.2M 11k 748.92
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 3.5 $8.2M 146k 55.70
Vanguard Index Fds Real Estate Etf (VNQ) 3.0 $7.0M 72k 96.43
Ishares Tr National Mun Etf (MUB) 2.7 $6.3M 59k 107.62
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.1 $5.0M 33k 154.29
Ishares Tr Core Intl Aggr (IAGG) 2.1 $5.0M 99k 50.60
Apple (AAPL) 2.1 $5.0M 17k 289.36
NVIDIA Corporation (NVDA) 2.1 $4.9M 24k 200.09
Spdr Series Trust St Str Conv Etf (CWB) 1.5 $3.6M 33k 107.82
Ishares Tr Core Msci Eafe (IEFA) 1.5 $3.5M 36k 96.58
Ishares Tr Pfd And Incm Sec (PFF) 1.5 $3.4M 112k 30.49
Microsoft Corporation (MSFT) 1.4 $3.3M 8.9k 373.02
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 1.3 $3.1M 69k 44.85
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $3.0M 39k 77.91
Ishares Tr Core Us Aggbd Et (AGG) 1.2 $2.7M 27k 98.98
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $2.4M 90k 26.50
Spdr Series Trust St Str Rate Etf (FLRN) 1.0 $2.4M 77k 30.85
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.3M 6.4k 357.37
Amazon (AMZN) 1.0 $2.2M 9.4k 238.35
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 0.9 $2.0M 126k 15.88
Broadcom (AVGO) 0.8 $2.0M 5.2k 377.75
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.8 $1.9M 62k 30.37
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.9M 5.3k 353.33
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.8 $1.8M 88k 20.37
Ishares Core Msci Emkt (IEMG) 0.7 $1.7M 21k 82.84
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.5M 15k 96.44
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.5M 4.0k 370.04
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.4M 6.6k 221.19
Tesla Motors (TSLA) 0.5 $1.2M 3.0k 420.60
Spdr Series Trust St Bloo High Etf (JNK) 0.5 $1.2M 13k 96.37
Eli Lilly & Co. (LLY) 0.5 $1.2M 1.0k 1199.43
Meta Platforms Cl A (META) 0.5 $1.2M 2.1k 563.29
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.5 $1.2M 23k 50.66
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.5 $1.1M 14k 82.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $1.1M 22k 50.58
Micron Technology (MU) 0.4 $1.0M 900.00 1154.29
JPMorgan Chase & Co. (JPM) 0.4 $969k 3.0k 327.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $909k 1.9k 477.57
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $885k 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 1.7k 500.39
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $837k 36k 23.13
Ishares Tr Conv Bd Etf (ICVT) 0.3 $807k 6.6k 121.74
Advanced Micro Devices (AMD) 0.3 $765k 1.3k 580.91
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.3 $732k 15k 50.39
Caterpillar (CAT) 0.3 $722k 678.00 1064.90
Lam Research Corp Com New (LRCX) 0.3 $692k 1.6k 433.33
Spdr Index Shs Fds St Dow Intl Etf (RWX) 0.3 $690k 26k 27.01
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.3 $680k 63k 10.84
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.3 $639k 22k 28.96
Exxon Mobil Corporation (XOM) 0.3 $634k 4.6k 136.73
Johnson & Johnson (JNJ) 0.3 $629k 2.5k 253.97
Vanguard Index Fds Large Cap Etf (VV) 0.3 $609k 1.8k 343.91
Applied Materials (AMAT) 0.3 $594k 821.00 723.00
Wal-Mart Stores (WMT) 0.2 $575k 5.1k 113.26
Visa Com Cl A (V) 0.2 $574k 1.7k 343.09
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $556k 11k 51.00
Kla Corp Com New (KLAC) 0.2 $539k 1.8k 301.71
Costco Wholesale Corporation (COST) 0.2 $487k 521.00 935.47
Abbvie (ABBV) 0.2 $484k 1.9k 251.67
Mastercard Incorporated Cl A (MA) 0.2 $462k 900.00 513.60
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.2 $443k 11k 40.29
Cisco Systems (CSCO) 0.2 $438k 3.7k 117.46
Ge Aerospace Com New (GE) 0.2 $422k 1.1k 373.73
Coca-Cola Company (KO) 0.2 $418k 5.1k 81.27
Intel Corporation (INTC) 0.2 $415k 3.0k 139.63
Coinbase Global Com Cl A (COIN) 0.2 $409k 2.8k 146.19
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $402k 202.00 1989.44
Procter & Gamble Company (PG) 0.2 $392k 2.7k 146.64
Philip Morris International (PM) 0.2 $357k 2.0k 180.91
Chevron Corporation (CVX) 0.2 $354k 2.1k 165.77
Raytheon Technologies Corp (RTX) 0.2 $354k 1.9k 189.73
Home Depot (HD) 0.1 $345k 978.00 352.68
Ishares Tr Tips Bd Etf (TIP) 0.1 $339k 3.1k 109.42
Amphenol Corp Cl A (APH) 0.1 $327k 1.9k 176.32
Northern Dynasty Minerals Lt Com New (NAK) 0.1 $323k 168k 1.92
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $319k 3.7k 85.49
Merck & Co (MRK) 0.1 $312k 2.4k 128.50
Goldman Sachs (GS) 0.1 $311k 307.00 1011.37
Bank of America Corporation (BAC) 0.1 $309k 5.4k 56.98
Vanguard Index Fds Small Cp Etf (VB) 0.1 $306k 1.0k 303.12
Morgan Stanley Com New (MS) 0.1 $296k 1.4k 209.04
Linde SHS (LIN) 0.1 $288k 554.00 518.94
UnitedHealth (UNH) 0.1 $285k 686.00 415.74
Williams Companies (WMB) 0.1 $285k 3.8k 74.34
Analog Devices (ADI) 0.1 $283k 712.00 397.17
Ge Vernova (GEV) 0.1 $280k 238.00 1174.86
Oracle Corporation (ORCL) 0.1 $278k 1.9k 146.55
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $278k 3.4k 80.56
Netflix (NFLX) 0.1 $275k 3.8k 71.40
Palantir Technologies Cl A (PLTR) 0.1 $271k 2.3k 116.67
Ishares Tr Cre U S Reit Etf (USRT) 0.1 $269k 4.0k 66.45
Wells Fargo & Company (WFC) 0.1 $263k 3.2k 82.64
Palo Alto Networks (PANW) 0.1 $262k 769.00 341.02
Blackstone Group Inc Com Cl A (BX) 0.1 $247k 2.1k 117.67
International Business Machines (IBM) 0.1 $223k 792.00 281.21
Western Digital (WDC) 0.1 $218k 342.00 638.72
Corning Incorporated (GLW) 0.1 $216k 847.00 255.43
Citigroup Com New (C) 0.1 $214k 1.5k 139.96
Coherent Corp (COHR) 0.1 $211k 534.00 394.47
Ishares Tr Russell 3000 Etf (IWV) 0.1 $206k 484.00 426.40
Arista Networks Com Shs (ANET) 0.1 $204k 1.2k 169.88
Banco Santander Sa Adr (SAN) 0.1 $144k 11k 13.80
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $71k 12k 5.83