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CIK 0001922281 • 5 13F filings • Apr 8, 2025 – Jul 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $210K | 0.1% | 1,581 SH | |
| ABBVIE INC | COM | $438K | 0.2% | 2,092 SH | |
| ALPHABET INC | CAP STK CL A | $1.0M | 0.6% | 6,623 SH | |
| ALPHABET INC | CAP STK CL C | $816K | 0.5% | 5,226 SH | |
| AMAZON COM INC | COM | $1.7M | 1.0% | 9,034 SH | |
| APPLE INC | COM | $4.2M | 2.4% | 18,856 SH | |
| AT&T INC | COM | $205K | 0.1% | 7,253 SH | |
| BANCO SANTANDER S.A. | ADR | $81K | 0.0% | 12,034 SH | |
| BANK AMERICA CORP | COM | $238K | 0.1% | 5,715 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $932K | 0.5% | 1,750 SH | |
| BLACKSTONE INC | COM | $287K | 0.2% | 2,056 SH | |
| BROADCOM INC | COM | $910K | 0.5% | 5,438 SH | |
| CATERPILLAR INC | COM | $236K | 0.1% | 715 SH | |
| CHEVRON CORP NEW | COM | $249K | 0.1% | 1,488 SH | |
| CISCO SYS INC | COM | $243K | 0.1% | 3,939 SH | |
| COCA COLA CO | COM | $361K | 0.2% | 5,037 SH | |
| COINBASE GLOBAL INC | COM CL A | $1.2M | 0.7% | 7,235 SH | |
| COSTCO WHSL CORP NEW | COM | $533K | 0.3% | 564 SH | |
| ELI LILLY & CO | COM | $926K | 0.5% | 1,121 SH | |
| EXXON MOBIL CORP | COM | $541K | 0.3% | 4,549 SH | |
| GE AEROSPACE | COM NEW | $214K | 0.1% | 1,071 SH | |
| HOME DEPOT INC | COM | $410K | 0.2% | 1,119 SH | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | $1.8M | 1.0% | 132,773 SH | |
| INVESCO EXCH TRADED FD TR II | PFD ETF | $521K | 0.3% | 46,406 SH | |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | $1.3M | 0.8% | 65,041 SH | |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | $7.1M | 4.0% | 111,486 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.2M | 0.7% | 21,432 SH | |
| ISHARES INC | MSCI EMRG CHN | $557K | 0.3% | 10,107 SH | |
| ISHARES TR | CONV BD ETF | $582K | 0.3% | 6,966 SH | |
| ISHARES TR | CORE INTL AGGR | $2.6M | 1.5% | 52,635 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 1.6% | 37,938 SH | |
| ISHARES TR | CORE S&P TTL STK | $19.8M | 11.1% | 162,247 SH | |
| ISHARES TR | CORE S&P500 ETF | $6.8M | 3.8% | 12,028 SH | |
| ISHARES TR | CORE US AGGBD ET | $3.2M | 1.8% | 32,582 SH | |
| ISHARES TR | CRE U S REIT ETF | $233K | 0.1% | 4,051 SH | |
| ISHARES TR | EAFE SML CP ETF | $915K | 0.5% | 14,404 SH | |
| ISHARES TR | JPMORGAN USD EMG | $1.2M | 0.6% | 12,723 SH | |
| ISHARES TR | NATIONAL MUN ETF | $3.5M | 2.0% | 33,308 SH | |
| ISHARES TR | PFD AND INCM SEC | $2.9M | 1.6% | 93,419 SH | |
| ISHARES TR | RUS 2000 VAL ETF | $908K | 0.5% | 6,017 SH | |
| ISHARES TR | SHRT NAT MUN ETF | $830K | 0.5% | 7,862 SH | |
| ISHARES TR | TIPS BD ETF | $332K | 0.2% | 2,985 SH | |
| ISHARES U S ETF TR | GSCI CMDTY STGY | $1.2M | 0.7% | 45,604 SH | |
| ISHARES U S ETF TR | SHORT DURATION B | $1.1M | 0.6% | 21,537 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $283K | 0.2% | 5,573 SH | |
| JOHNSON & JOHNSON | COM | $416K | 0.2% | 2,511 SH | |
| JPMORGAN CHASE & CO. | COM | $781K | 0.4% | 3,184 SH | |
| LINDE PLC | SHS | $292K | 0.2% | 627 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $51K | 0.0% | 13,296 SH | |
| MASTERCARD INCORPORATED | CL A | $519K | 0.3% | 946 SH | |
| MCDONALDS CORP | COM | $282K | 0.2% | 902 SH | |
| MERCK & CO INC | COM | $235K | 0.1% | 2,614 SH | |
| META PLATFORMS INC | CL A | $1.3M | 0.7% | 2,185 SH | |
| MICROSOFT CORP | COM | $3.5M | 2.0% | 9,379 SH | |
| NETFLIX INC | COM | $400K | 0.2% | 429 SH | |
| NORTHERN DYNASTY MINERALS LT | COM NEW | $102K | 0.1% | 88,670 SH | |
| NVIDIA CORPORATION | COM | $2.8M | 1.6% | 25,889 SH | |
| ORACLE CORP | COM | $261K | 0.1% | 1,864 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $205K | 0.1% | 2,433 SH | |
| PHILIP MORRIS INTL INC | COM | $274K | 0.2% | 1,724 SH | |
| PROCTER AND GAMBLE CO | COM | $493K | 0.3% | 2,891 SH | |
| RTX CORPORATION | COM | $237K | 0.1% | 1,788 SH | |
| SAP SE | SPON ADR | $204K | 0.1% | 761 SH | |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $838K | 0.5% | 36,184 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $557K | 0.3% | 25,857 SH | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $231K | 0.1% | 8,250 SH | |
| SCHWAB STRATEGIC TR | US REIT ETF | $849K | 0.5% | 39,484 SH | |
| SCHWAB STRATEGIC TR | US TIPS ETF | $1.9M | 1.1% | 70,181 SH | |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | $760K | 0.4% | 31,043 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $714K | 0.4% | 19,604 SH | |
| SPDR SER TR | BBG CONV SEC ETF | $2.3M | 1.3% | 30,525 SH | |
| SPDR SER TR | BLOOMBERG HIGH Y | $1.0M | 0.6% | 10,702 SH | |
| SPDR SER TR | BLOOMBERG INVT | $1.8M | 1.0% | 58,161 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $396K | 0.2% | 9,623 SH | |
| T-MOBILE US INC | COM | $213K | 0.1% | 799 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $332K | 0.2% | 1,997 SH | |
| TESLA INC | COM | $864K | 0.5% | 3,334 SH | |
| UNITEDHEALTH GROUP INC | COM | $523K | 0.3% | 999 SH | |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $2.7M | 1.5% | 34,056 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $21.3M | 12.0% | 290,529 SH | |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $9.3M | 5.2% | 190,053 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $455K | 0.3% | 1,771 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $361K | 0.2% | 1,395 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $5.4M | 3.0% | 59,386 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $222K | 0.1% | 1,000 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 0.6% | 4,172 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $7.0M | 3.9% | 153,907 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $3.5M | 2.0% | 30,114 SH | |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $2.3M | 1.3% | 56,061 SH | |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.7M | 1.0% | 34,071 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.7M | 9.9% | 347,796 SH | |
| VISA INC | COM CL A | $643K | 0.4% | 1,836 SH | |
| WALMART INC | COM | $460K | 0.3% | 5,244 SH | |
| WELLS FARGO CO NEW | COM | $235K | 0.1% | 3,275 SH | |
| WILLIAMS COS INC | COM | $222K | 0.1% | 3,715 SH |
| Q2 2026 |
| 13F-HR |
| 0002085853-26-000663 |
| $234.2M |
| View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000729 | $203.3M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000305 | $205.2M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000380 | $177.9M | View |