Aletheian Wealth Advisors LLC

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

Import this data to Google Sheets with:

=jivedata("aletheian-wealth-advisors-llc-0001922281-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $203.3M100 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$211K	0.1%	1,549 SH	New
ABBVIE INC	COM	$344K	0.2%Prev: 0.2%	1,855 SH	Decreased+145 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$209K	0.1%	699 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.6%Prev: 0.8%	6,444 SH	Decreased+584 SH
ALPHABET INC	CAP STK CL C	$948K	0.5%Prev: 0.7%	5,342 SH	Decreased+529 SH
AMAZON COM INC	COM	$2.1M	1.0%Prev: 0.9%	9,639 SH	Increased+932 SH
APPLE INC	COM	$3.7M	1.8%Prev: 1.9%	18,076 SH	Decreased+2,708 SH
AT&T INC	COM	$217K	0.1%	7,512 SH	New
BANCO SANTANDER S.A.	ADR	$88K	0.0%	10,642 SH	New
BANK AMERICA CORP	COM	$259K	0.1%Prev: 0.1%	5,467 SH	Increased+587 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$814K	0.4%Prev: 0.4%	1,676 SH	Increased+166 SH
BLACKSTONE INC	COM	$313K	0.2%Prev: 0.1%	2,091 SH	Increased+93 SH
BOOKING HOLDINGS INC	COM	$226K	0.1%	39 SH	New
BROADCOM INC	COM	$1.5M	0.7%Prev: 0.7%	5,356 SH	Increased+666 SH
CAPITAL ONE FINL CORP	COM	$209K	0.1%	982 SH	New
CATERPILLAR INC	COM	$276K	0.1%Prev: 0.2%	711 SH	Decreased+75 SH
CHEVRON CORP NEW	COM	$218K	0.1%	1,520 SH	New
CISCO SYS INC	COM	$249K	0.1%Prev: 0.1%	3,586 SH	Decreased+319 SH
COCA COLA CO	COM	$345K	0.2%Prev: 0.2%	4,883 SH	Increased+827 SH
COINBASE GLOBAL INC	COM CL A	$2.8M	1.4%Prev: 0.5%	8,005 SH	Increased+2,311 SH
COSTCO WHSL CORP NEW	COM	$530K	0.3%	535 SH	New
ELI LILLY & CO	COM	$795K	0.4%Prev: 0.4%	1,020 SH	Decreased+90 SH
EXXON MOBIL CORP	COM	$535K	0.3%Prev: 0.4%	4,963 SH	Decreased+676 SH
GE AEROSPACE	COM NEW	$290K	0.1%Prev: 0.2%	1,128 SH	Decreased-3 SH
GOLDMAN SACHS GROUP INC	COM	$221K	0.1%Prev: 0.1%	312 SH	Decreased+41 SH
HOME DEPOT INC	COM	$410K	0.2%Prev: 0.2%	1,119 SH	Increased+130 SH
INTERNATIONAL BUSINESS MACHS	COM	$245K	0.1%	830 SH	New
INTUIT	COM	$249K	0.1%	316 SH	New
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$1.6M	0.8%Prev: 1.1%	121,688 SH	Decreased-6,048 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$613K	0.3%Prev: 0.3%	55,082 SH	Increased+965 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.6M	0.8%Prev: 0.8%	74,672 SH	Decreased-10,037 SH
INVESCO EXCHANGE TRADED FD T	GBL LISTED PVT	$8.2M	4.1%Prev: 3.6%	119,663 SH	Increased-11,916 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.6%Prev: 0.7%	21,356 SH	Decreased+495 SH
ISHARES TR	CONV BD ETF	$636K	0.3%Prev: 0.3%	7,058 SH	Decreased+361 SH
ISHARES TR	CORE INTL AGGR	$3.5M	1.7%Prev: 2.3%	68,246 SH	Decreased-24,179 SH
ISHARES TR	CORE MSCI EAFE	$3.1M	1.5%Prev: 1.6%	37,548 SH	Decreased+550 SH
ISHARES TR	CORE S&P TTL STK	$24.4M	12.0%Prev: 11.2%	180,899 SH	Increased+19,563 SH
ISHARES TR	CORE S&P500 ETF	$7.5M	3.7%Prev: 3.5%	12,009 SH	Increased+1,056 SH
ISHARES TR	CORE US AGGBD ET	$3.2M	1.6%Prev: 1.4%	32,426 SH	Increased+3,638 SH
ISHARES TR	CRE U S REIT ETF	$229K	0.1%Prev: 0.1%	4,048 SH	Decreased
ISHARES TR	EAFE SML CP ETF	$1.0M	0.5%Prev: 0.5%	14,401 SH	Decreased+434 SH
ISHARES TR	JPMORGAN USD EMG	$1.3M	0.6%Prev: 0.7%	13,552 SH	Decreased-1,298 SH
ISHARES TR	NATIONAL MUN ETF	$5.0M	2.5%Prev: 3.0%	47,761 SH	Decreased-9,556 SH
ISHARES TR	PFD AND INCM SEC	$3.1M	1.5%Prev: 1.5%	100,195 SH	Increased-177 SH
ISHARES TR	RUS 2000 VAL ETF	$1.1M	0.5%Prev: 0.6%	6,682 SH	Decreased+316 SH
ISHARES TR	SHRT NAT MUN ETF	$842K	0.4%Prev: 0.4%	7,922 SH	Decreased-172 SH
ISHARES TR	TIPS BD ETF	$329K	0.2%Prev: 0.2%	2,985 SH	Decreased-113 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$1.5M	0.8%Prev: 1.0%	59,518 SH	Decreased-2,171 SH
ISHARES U S ETF TR	SHORT DURATION B	$1.1M	0.6%Prev: 0.6%	22,007 SH	Decreased-274 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$623K	0.3%Prev: 0.3%	12,240 SH	Increased+1,508 SH
JOHNSON & JOHNSON	COM	$343K	0.2%Prev: 0.3%	2,248 SH	Decreased+149 SH
JPMORGAN CHASE & CO.	COM	$885K	0.4%	3,053 SH	New
LINDE PLC	SHS	$287K	0.1%Prev: 0.1%	612 SH	Increased+104 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$55K	0.0%	13,040 SH	New
MASTERCARD INCORPORATED	CL A	$541K	0.3%Prev: 0.2%	962 SH	Increased+139 SH
MCDONALDS CORP	COM	$256K	0.1%Prev: 0.1%	876 SH	Increased+147 SH
META PLATFORMS INC	CL A	$1.6M	0.8%Prev: 0.5%	2,135 SH	Increased+235 SH
MICROSOFT CORP	COM	$4.5M	2.2%Prev: 1.4%	8,947 SH	Increased+1,116 SH
NETFLIX INC	COM	$461K	0.2%	344 SH	New
NORTHERN DYNASTY MINERALS LT	COM NEW	$146K	0.1%Prev: 0.1%	109,200 SH	Decreased-59,000 SH
NVIDIA CORPORATION	COM	$3.9M	1.9%Prev: 1.8%	24,553 SH	Increased+2,927 SH
ORACLE CORP	COM	$415K	0.2%Prev: 0.1%	1,897 SH	Increased+354 SH
PALANTIR TECHNOLOGIES INC	CL A	$342K	0.2%Prev: 0.1%	2,506 SH	Increased+485 SH
PHILIP MORRIS INTL INC	COM	$315K	0.2%Prev: 0.1%	1,729 SH	Increased+253 SH
PROCTER AND GAMBLE CO	COM	$447K	0.2%	2,807 SH	New
RTX CORPORATION	COM	$264K	0.1%Prev: 0.2%	1,807 SH	Decreased+19 SH
SALESFORCE INC	COM	$234K	0.1%	859 SH	New
SAP SE	SPON ADR	$210K	0.1%	692 SH	New
SCHWAB STRATEGIC TR	US AGGREGATE B	$841K	0.4%Prev: 0.4%	36,180 SH	Increased-3 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$616K	0.3%Prev: 0.3%	25,860 SH	Decreased+751 SH
SCHWAB STRATEGIC TR	US REIT ETF	$859K	0.4%Prev: 0.4%	40,588 SH	Increased+3,826 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.1M	1.0%Prev: 1.2%	78,473 SH	Decreased-10,772 SH
SERVICENOW INC	COM	$209K	0.1%	203 SH	New
SPDR INDEX SHS FDS	DJ INTL RL ETF	$851K	0.4%	31,043 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$794K	0.4%	19,604 SH	New
SPDR SERIES TRUST	BBG CONV SEC ETF	$2.8M	1.4%	33,312 SH	New
SPDR SERIES TRUST	BLOOMBERG HIGH Y	$1.1M	0.6%	11,533 SH	New
SPDR SERIES TRUST	BLOOMBERG INVT	$2.0M	1.0%	64,064 SH	New
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$400K	0.2%	9,623 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$457K	0.2%	2,018 SH	New
TESLA INC	COM	$983K	0.5%Prev: 0.5%	3,093 SH	Decreased+302 SH
UNITEDHEALTH GROUP INC	COM	$250K	0.1%	800 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.8M	1.4%Prev: 1.5%	34,990 SH	Decreased-3,119 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$22.1M	10.9%Prev: 12.2%	299,776 SH	Decreased-40,150 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$9.9M	4.9%Prev: 4.8%	200,915 SH	Increased-4,350 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$505K	0.2%Prev: 0.3%	1,771 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$390K	0.2%Prev: 0.1%	1,395 SH	Increased+367 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.7M	2.8%Prev: 2.8%	64,249 SH	Decreased-514 SH
VANGUARD INDEX FDS	SMALL CP ETF	$237K	0.1%Prev: 0.1%	1,000 SH	Decreased-14 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.3M	0.6%Prev: 0.6%	4,199 SH	Increased+224 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.3M	4.1%Prev: 4.4%	166,827 SH	Decreased+822 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$4.4M	2.2%Prev: 2.3%	32,634 SH	Decreased+318 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$2.8M	1.4%Prev: 1.3%	61,700 SH	Increased+1,448 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.7M	0.8%Prev: 0.5%	34,071 SH	Increased+12,262 SH
VANGUARD STAR FDS	VG TL INTL STK F	$447K	0.2%Prev: 0.2%	6,475 SH	Decreased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$20.7M	10.2%Prev: 10.2%	362,391 SH	Decreased+36,902 SH
VISA INC	COM CL A	$624K	0.3%Prev: 0.2%	1,758 SH	Increased+271 SH
WALMART INC	COM	$488K	0.2%Prev: 0.3%	4,995 SH	Decreased+490 SH
WELLS FARGO CO NEW	COM	$266K	0.1%	3,316 SH	New
WILLIAMS COS INC	COM	$234K	0.1%Prev: 0.1%	3,719 SH	Decreased+29 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $254K
AMPHENOL CORP — $203K
ANALOG DEVICES INC — $203K
APPLIED MATLS INC — $255K
ASML HLDG NV — $207K
CHEVRON CORPORATION — $417K
CONOCOPHILLIPS — $217K
COSTCO WHOLESALE CORPORATION — $481K
JPMORGAN CHASE & CO — $802K
KLA CORP — $252K
LAM RESEARCH CORP — $319K
MERCK & CO INC — $240K
MICRON TECHNOLOGY INC — $318K
NETFLIX INC. — $338K
PROCTER & GAMBLE CO — $234K
SPDR INDEX SHS FDS — $1.4M
SPDR SERIES TRUST — $6.3M
SSGA ACTIVE ETF TR — $442K
TAIWAN SEMICONDUCTOR MANUFAC — $486K
WELLS FARGO & CO — $224K

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