Aletheian Wealth Advisors LLC

CIK 0001922281 • 5 13F filings • Apr 8, 2025 – Jul 9, 2026

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Filer information

Filed by: Aletheian Wealth Advisors LLC, CCO
Address: 777 108th Ave Ne, Suite 2250, Bellevue, WA, 98004
Phone: 425-458-2840
AUM: $249.1M

AUM over time

$249.1M latest

Sector allocation over time

Past 5 quarters

Q3 2026

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $249.1M113 positionsView on SEC.gov

			% of Portfolio
AB ACTIVE ETFS INC	TAX AW INTER ETF	$207K	0.1%	8,620 SH	New
ABBVIE INC	COM	$510K	0.2%Prev: 0.2%	1,950 SH	Increased+106 SH
ADVANCED MICRO DEVICES INC	COM	$1.0M	0.4%Prev: 0.1%	1,692 SH	Increased+367 SH
ALPHABET INC	CAP STK CL A	$2.2M	0.9%Prev: 0.7%	6,486 SH	Increased+182 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.8%Prev: 0.6%	5,908 SH	Increased+704 SH
AMAZON COM INC	COM	$2.6M	1.0%Prev: 1.0%	10,335 SH	Increased+804 SH
AMGEN INC	COM	$206K	0.1%	488 SH	New
AMPHENOL CORP	CL A	$316K	0.1%	3,746 SH	New
ANALOG DEVICES INC	COM	$286K	0.1%	722 SH	New
APPLE INC	COM	$5.7M	2.3%Prev: 2.1%	17,243 SH	Increased-579 SH
APPLIED MATLS INC	COM	$415K	0.2%	811 SH	New
ARISTA NETWORKS INC	COM SHS	$249K	0.1%	1,221 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$380K	0.2%	210 SH	New
BANCO SANTANDER SA	ADR	$151K	0.1%	10,922 SH	New
BANK OF AMER CORP	COM	$303K	0.1%	5,558 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$853K	0.3%Prev: 0.4%	1,714 SH	Increased+62 SH
BLACKSTONE INC	COM	$219K	0.1%Prev: 0.2%	1,957 SH	Decreased-142 SH
BROADCOM INC	COM	$2.0M	0.8%Prev: 0.8%	5,608 SH	Increased+423 SH
CATERPILLAR INC	COM	$561K	0.2%Prev: 0.2%	692 SH	Increased-7 SH
CHEVRON CORPORATION	COM	$440K	0.2%	2,155 SH	New
CISCO SYS INC	COM	$410K	0.2%Prev: 0.1%	3,806 SH	Increased+169 SH
CITIGROUP INC	COM NEW	$204K	0.1%	1,579 SH	New
COCA COLA CO	COM	$402K	0.2%Prev: 0.2%	4,667 SH	Increased-231 SH
COINBASE GLOBAL INC	COM CL A	$630K	0.3%Prev: 1.3%	3,377 SH	Decreased-4,601 SH
CONOCOPHILLIPS	COM	$232K	0.1%	1,850 SH	New
COSTCO WHOLESALE CORPORATION	COM	$493K	0.2%	542 SH	New
CROWDSTRIKE HLDGS INC	CL A	$237K	0.1%	897 SH	New
ELI LILLY & CO	COM	$1.2M	0.5%Prev: 0.4%	1,039 SH	Increased+29 SH
GE AEROSPACE	COM NEW	$360K	0.1%Prev: 0.2%	1,152 SH	Increased+56 SH
GE VERNOVA INC	COM	$239K	0.1%	251 SH	New
GLOBAL X FDS	GLOBAL X URANIUM	$423K	0.2%	10,622 SH	New
GOLDMAN SACHS GROUP INC	COM	$282K	0.1%Prev: 0.1%	313 SH	Increased+10 SH
HOME DEPOT INC	COM	$229K	0.1%Prev: 0.2%	804 SH	Decreased-337 SH
INTEL CORP	COM	$366K	0.1%	3,047 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.5M	1.0%Prev: 0.8%	129,578 SH	Increased+4,711 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$631K	0.3%Prev: 0.3%	62,698 SH	Decreased+7,350 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$2.1M	0.8%Prev: 0.8%	100,586 SH	Increased+20,509 SH
INVESCO EXCHANGE TRADED FD T	GBL LISTED PVT	$8.6M	3.4%Prev: 3.9%	152,432 SH	Increased+30,290 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.7%Prev: 0.6%	21,335 SH	Increased+356 SH
ISHARES TR	CONV BD ETF	$748K	0.3%Prev: 0.3%	6,620 SH	Increased-324 SH
ISHARES TR	CORE INTL AGGR	$5.9M	2.4%Prev: 2.0%	119,293 SH	Increased+34,379 SH
ISHARES TR	CORE MSCI EAFE	$3.7M	1.5%Prev: 1.5%	38,674 SH	Increased+1,126 SH
ISHARES TR	CORE S&P TTL STK	$29.3M	11.8%Prev: 12.1%	176,143 SH	Increased-3,000 SH
ISHARES TR	CORE S&P500 ETF	$8.3M	3.3%Prev: 3.7%	10,785 SH	Increased-1,201 SH
ISHARES TR	CORE US AGGBD ET	$2.6M	1.1%Prev: 1.5%	27,694 SH	Decreased-4,732 SH
ISHARES TR	CRE U S REIT ETF	$249K	0.1%Prev: 0.1%	4,047 SH	Increased-1 SH
ISHARES TR	EAFE SML CP ETF	$1.2M	0.5%Prev: 0.5%	13,908 SH	Increased-147 SH
ISHARES TR	JPMORGAN USD EMG	$1.5M	0.6%Prev: 0.6%	16,448 SH	Increased+2,016 SH
ISHARES TR	NATIONAL MUN ETF	$7.2M	2.9%Prev: 2.6%	71,209 SH	Increased+19,546 SH
ISHARES TR	PFD AND INCM SEC	$3.6M	1.5%Prev: 1.5%	123,636 SH	Increased+18,719 SH
ISHARES TR	RUS 2000 VAL ETF	$1.4M	0.6%Prev: 0.5%	6,805 SH	Increased+154 SH
ISHARES TR	RUSSELL 3000 ETF	$209K	0.1%	484 SH	New
ISHARES TR	SHRT NAT MUN ETF	$916K	0.4%Prev: 0.4%	8,763 SH	Increased+922 SH
ISHARES TR	TIPS BD ETF	$326K	0.1%Prev: 0.2%	3,137 SH	Decreased+126 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$2.3M	0.9%Prev: 0.8%	63,181 SH	Increased+1,906 SH
ISHARES U S ETF TR	SHOR DURA BD ETF	$1.2M	0.5%	24,996 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$575K	0.2%Prev: 0.3%	11,376 SH	Decreased-914 SH
JOHNSON & JOHNSON	COM	$666K	0.3%Prev: 0.2%	2,514 SH	Increased+276 SH
JPMORGAN CHASE & CO	COM	$991K	0.4%	2,996 SH	New
KLA CORP	COM NEW	$343K	0.1%	1,759 SH	New
LAM RESEARCH CORP	COM NEW	$517K	0.2%Prev: 0.1%	1,573 SH	Increased-94 SH
LINDE PLC	SHS	$267K	0.1%Prev: 0.1%	563 SH	Decreased-50 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$70K	0.0%Prev: 0.0%	12,372 SH	Increased+65 SH
MASTERCARD INCORPORATED	CL A	$500K	0.2%Prev: 0.3%	906 SH	Decreased-42 SH
MERCK & CO INC	COM	$358K	0.1%Prev: 0.1%	2,465 SH	Increased+64 SH
META PLATFORMS INC	CL A	$1.7M	0.7%Prev: 0.7%	2,405 SH	Increased+318 SH
MICRON TECHNOLOGY INC	COM	$974K	0.4%	914 SH	New
MICROSOFT CORP	COM	$4.6M	1.8%Prev: 2.1%	8,937 SH	Increased+115 SH
MORGAN STANLEY	COM NEW	$269K	0.1%Prev: 0.1%	1,429 SH	Increased+155 SH
NETFLIX INC.	COM	$281K	0.1%	4,034 SH	New
NORTHERN DYNASTY MINERALS LT	COM NEW	$230K	0.1%Prev: 0.1%	168,200 SH	Increased
NVIDIA CORPORATION	COM	$5.9M	2.4%Prev: 2.1%	25,688 SH	Increased+2,038 SH
ORACLE CORP	COM	$271K	0.1%Prev: 0.2%	1,974 SH	Decreased+253 SH
PALANTIR TECHNOLOGIES INC	CL A	$642K	0.3%Prev: 0.2%	3,430 SH	Increased+1,085 SH
PALO ALTO NETWORKS INC	COM	$303K	0.1%	762 SH	New
PHILIP MORRIS INTL INC	COM	$383K	0.2%Prev: 0.1%	2,005 SH	Increased+325 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$229K	0.1%	2,275 SH	New
PROCTER & GAMBLE CO	COM	$340K	0.1%	2,340 SH	New
RTX CORPORATION	COM	$354K	0.1%Prev: 0.1%	1,908 SH	Increased+140 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$800K	0.3%Prev: 0.4%	36,200 SH	Decreased+21 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$647K	0.3%Prev: 0.3%	22,072 SH	Decreased-3,790 SH
SCHWAB STRATEGIC TR	US REIT ETF	$803K	0.3%Prev: 0.4%	36,430 SH	Decreased-3,138 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.6M	1.1%Prev: 1.0%	104,491 SH	Increased+21,094 SH
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$359K	0.1%	2,378 SH	New
SPDR INDEX SHS FDS	ST DOW INTL ETF	$647K	0.3%	25,519 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$729K	0.3%	14,524 SH	New
SPDR SERIES TRUST	ST BLOO HIGH ETF	$1.4M	0.6%	14,844 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$3.6M	1.4%	35,612 SH	New
SPDR SERIES TRUST	ST STR RATE ETF	$2.6M	1.0%	84,323 SH	New
SSGA ACTIVE ETF TR	ST STR BL LN ETF	$449K	0.2%	11,117 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.0M	0.4%	2,225 SH	New
TESLA INC	COM	$1.4M	0.6%Prev: 0.6%	3,975 SH	Increased+917 SH
TIDAL TRUST II	DEFIA AI PWR ETF	$460K	0.2%	16,307 SH	New
UNITEDHEALTH GROUP INC	COM	$237K	0.1%Prev: 0.1%	646 SH	Decreased-164 SH
VALERO ENERGY CORP	COM	$240K	0.1%	618 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.4M	1.3%Prev: 1.3%	43,849 SH	Increased+8,776 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.1M	11.3%Prev: 10.3%	400,937 SH	Increased+101,696 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.0M	4.0%Prev: 4.6%	213,144 SH	Increased+15,188 SH
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$623K	0.3%	1,771 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$235K	0.1%	3,003 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$206K	0.1%	725 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$1.4M	0.6%	3,840 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$6.8M	2.7%Prev: 2.8%	76,372 SH	Increased+9,565 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.1M	4.0%Prev: 4.2%	170,057 SH	Increased+1,506 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.2M	2.1%Prev: 2.2%	33,327 SH	Increased+242 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.2M	1.3%Prev: 1.4%	74,568 SH	Increased+12,216 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.4%Prev: 0.7%	22,009 SH	Decreased-7,439 SH
VANGUARD STAR FDS	VG TL INTL STK F	$317K	0.1%Prev: 0.2%	3,730 SH	Decreased-2,745 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$25.4M	10.2%Prev: 10.0%	360,296 SH	Increased-534 SH
VISA INC	COM CL A	$580K	0.2%Prev: 0.3%	1,615 SH	Decreased-123 SH
WALMART INC	COM	$539K	0.2%Prev: 0.2%	5,186 SH	Increased+219 SH
WELLS FARGO & CO	COM	$257K	0.1%	3,206 SH	New
WILLIAMS COS INC	COM	$262K	0.1%Prev: 0.1%	3,859 SH	Increased+189 SH

Sold (vs prior filing)

ABBOTT LABS — $213K
AMPHENOL CORP NEW — $210K
AT&T INC — $205K
BANCO SANTANDER S.A. — $110K
BANK AMERICA CORP — $290K
CAPITAL ONE FINL CORP — $200K
CHEVRON CORP NEW — $283K
COSTCO WHSL CORP NEW — $495K
EXXON MOBIL CORP — $549K
INTERNATIONAL BUSINESS MACHS — $229K
INTUIT — $222K
ISHARES U S ETF TR — $1.1M
JPMORGAN CHASE & CO. — $944K
MCDONALDS CORP — $259K
NETFLIX INC — $405K
PROCTER AND GAMBLE CO — $425K
SALESFORCE INC — $204K
SPDR INDEX SHS FDS — $857K
SPDR INDEX SHS FDS — $839K
SPDR SERIES TRUST — $3.0M
… and 9 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 8, 2026	Q3 2026	13F-HR	0002085853-26-001109	$249.1M	View
Nov 12, 2025	Q3 2025	13F-HR	0002085853-25-000252	$215.2M	View
Jul 9, 2026