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: $234.2M109 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$484K	0.2%Prev: 0.2%	1,922 SH	Increased+67 SH
ADVANCED MICRO DEVICES INC	COM	$764K	0.3%	1,316 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	1.0%Prev: 0.6%	6,417 SH	Increased-27 SH
ALPHABET INC	CAP STK CL C	$1.9M	0.8%Prev: 0.5%	5,338 SH	Increased-4 SH
AMAZON COM INC	COM	$2.2M	1.0%Prev: 1.0%	9,380 SH	Increased-259 SH
AMPHENOL CORP	CL A	$327K	0.1%	1,855 SH	New
ANALOG DEVICES INC	COM	$283K	0.1%	712 SH	New
APPLE INC	COM	$5.0M	2.1%Prev: 1.8%	17,119 SH	Increased-957 SH
APPLIED MATLS INC	COM	$594K	0.3%	821 SH	New
ARISTA NETWORKS INC	COM SHS	$204K	0.1%	1,200 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$402K	0.2%	202 SH	New
BANCO SANTANDER SA	ADR	$144K	0.1%	10,463 SH	New
BANK OF AMER CORP	COM	$309K	0.1%	5,422 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$865K	0.4%Prev: 0.4%	1,729 SH	Increased+53 SH
BLACKSTONE INC	COM	$247K	0.1%Prev: 0.2%	2,098 SH	Decreased+7 SH
BROADCOM INC	COM	$2.0M	0.8%Prev: 0.7%	5,200 SH	Increased-156 SH
CATERPILLAR INC	COM	$722K	0.3%Prev: 0.1%	678 SH	Increased-33 SH
CHEVRON CORPORATION	COM	$354K	0.2%	2,138 SH	New
CISCO SYS INC	COM	$438K	0.2%Prev: 0.1%	3,728 SH	Increased+142 SH
CITIGROUP INC	COM NEW	$214K	0.1%	1,526 SH	New
COCA COLA CO	COM	$418K	0.2%Prev: 0.2%	5,148 SH	Increased+265 SH
COHERENT CORP	COM	$211K	0.1%	534 SH	New
COINBASE GLOBAL INC	COM CL A	$408K	0.2%Prev: 1.4%	2,794 SH	Decreased-5,211 SH
CORNING INC	COM	$216K	0.1%	847 SH	New
COSTCO WHOLESALE CORPORATION	COM	$487K	0.2%	521 SH	New
ELI LILLY & CO	COM	$1.2M	0.5%Prev: 0.4%	1,021 SH	Increased+1 SH
EXXON MOBIL CORP	COM	$634K	0.3%Prev: 0.3%	4,636 SH	Increased-327 SH
GE AEROSPACE	COM NEW	$422K	0.2%Prev: 0.1%	1,129 SH	Increased+1 SH
GE VERNOVA INC	COM	$280K	0.1%	238 SH	New
GOLDMAN SACHS GROUP INC	COM	$310K	0.1%Prev: 0.1%	307 SH	Increased-5 SH
HOME DEPOT INC	COM	$345K	0.1%Prev: 0.2%	978 SH	Decreased-141 SH
INTEL CORP	COM	$415K	0.2%	2,969 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$223K	0.1%Prev: 0.1%	792 SH	Decreased-38 SH
INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.0M	0.9%Prev: 0.8%	125,902 SH	Increased+4,214 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$680K	0.3%Prev: 0.3%	62,759 SH	Increased+7,677 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.8M	0.8%Prev: 0.8%	87,962 SH	Increased+13,290 SH
INVESCO EXCHANGE TRADED FD T	GBL LISTED PVT	$8.2M	3.5%Prev: 4.1%	146,352 SH	Decreased+26,689 SH
ISHARES INC	CORE MSCI EMKT	$1.7M	0.7%Prev: 0.6%	20,664 SH	Increased-692 SH
ISHARES TR	CONV BD ETF	$807K	0.3%Prev: 0.3%	6,629 SH	Increased-429 SH
ISHARES TR	CORE INTL AGGR	$5.0M	2.1%Prev: 1.7%	98,770 SH	Increased+30,524 SH
ISHARES TR	CORE MSCI EAFE	$3.5M	1.5%Prev: 1.5%	36,347 SH	Increased-1,201 SH
ISHARES TR	CORE S&P TTL STK	$27.2M	11.6%Prev: 12.0%	165,712 SH	Increased-15,187 SH
ISHARES TR	CORE S&P500 ETF	$8.2M	3.5%Prev: 3.7%	10,932 SH	Increased-1,077 SH
ISHARES TR	CORE US AGGBD ET	$2.7M	1.2%Prev: 1.6%	27,449 SH	Decreased-4,977 SH
ISHARES TR	CRE U S REIT ETF	$269K	0.1%Prev: 0.1%	4,047 SH	Increased-1 SH
ISHARES TR	EAFE SML CP ETF	$1.1M	0.5%Prev: 0.5%	13,967 SH	Increased-434 SH
ISHARES TR	JPMORGAN USD EMG	$1.5M	0.6%Prev: 0.6%	15,161 SH	Increased+1,609 SH
ISHARES TR	NATIONAL MUN ETF	$6.3M	2.7%Prev: 2.5%	58,503 SH	Increased+10,742 SH
ISHARES TR	PFD AND INCM SEC	$3.4M	1.5%Prev: 1.5%	111,820 SH	Increased+11,625 SH
ISHARES TR	RUS 2000 VAL ETF	$1.4M	0.6%Prev: 0.5%	6,552 SH	Increased-130 SH
ISHARES TR	RUSSELL 3000 ETF	$206K	0.1%	484 SH	New
ISHARES TR	SHRT NAT MUN ETF	$885K	0.4%Prev: 0.4%	8,308 SH	Increased+386 SH
ISHARES TR	TIPS BD ETF	$339K	0.1%Prev: 0.2%	3,098 SH	Increased+113 SH
ISHARES U S ETF TR	GSCI CMDTY STGY	$1.9M	0.8%Prev: 0.8%	62,373 SH	Increased+2,855 SH
ISHARES U S ETF TR	SHOR DURA BD ETF	$1.2M	0.5%	22,844 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$556K	0.2%Prev: 0.3%	10,900 SH	Decreased-1,340 SH
JOHNSON & JOHNSON	COM	$629K	0.3%Prev: 0.2%	2,476 SH	Increased+228 SH
JPMORGAN CHASE & CO	COM	$969K	0.4%	2,960 SH	New
KLA CORP	COM NEW	$539K	0.2%	1,786 SH	New
LAM RESEARCH CORP	COM NEW	$692K	0.3%	1,596 SH	New
LINDE PLC	SHS	$287K	0.1%Prev: 0.1%	554 SH	Increased-58 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$71K	0.0%Prev: 0.0%	12,114 SH	Increased-926 SH
MASTERCARD INCORPORATED	CL A	$462K	0.2%Prev: 0.3%	900 SH	Decreased-62 SH
MERCK & CO INC	COM	$312K	0.1%	2,428 SH	New
META PLATFORMS INC	CL A	$1.2M	0.5%Prev: 0.8%	2,135 SH	Decreased
MICRON TECHNOLOGY INC	COM	$1.0M	0.4%	900 SH	New
MICROSOFT CORP	COM	$3.3M	1.4%Prev: 2.2%	8,870 SH	Decreased-77 SH
MORGAN STANLEY	COM NEW	$296K	0.1%	1,416 SH	New
NETFLIX INC.	COM	$275K	0.1%	3,848 SH	New
NORTHERN DYNASTY MINERALS LT	COM NEW	$323K	0.1%Prev: 0.1%	168,200 SH	Increased+59,000 SH
NVIDIA CORPORATION	COM	$4.9M	2.1%Prev: 1.9%	24,252 SH	Increased-301 SH
ORACLE CORP	COM	$278K	0.1%Prev: 0.2%	1,899 SH	Decreased+2 SH
PALANTIR TECHNOLOGIES INC	CL A	$271K	0.1%Prev: 0.2%	2,320 SH	Decreased-186 SH
PALO ALTO NETWORKS INC	COM	$262K	0.1%	769 SH	New
PHILIP MORRIS INTL INC	COM	$357K	0.2%Prev: 0.2%	1,974 SH	Increased+245 SH
PROCTER & GAMBLE CO	COM	$392K	0.2%	2,676 SH	New
RTX CORPORATION	COM	$354K	0.2%Prev: 0.1%	1,868 SH	Increased+61 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$837K	0.4%Prev: 0.4%	36,183 SH	Decreased+3 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$639K	0.3%Prev: 0.3%	22,072 SH	Increased-3,788 SH
SCHWAB STRATEGIC TR	US REIT ETF	$870K	0.4%Prev: 0.4%	36,760 SH	Increased-3,828 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$2.4M	1.0%Prev: 1.0%	90,263 SH	Increased+11,790 SH
SPDR INDEX SHS FDS	ST DOW INTL ETF	$690K	0.3%	25,546 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$732K	0.3%	14,525 SH	New
SPDR SERIES TRUST	ST BLOO HIGH ETF	$1.2M	0.5%	12,739 SH	New
SPDR SERIES TRUST	ST STR CONV ETF	$3.6M	1.5%	33,296 SH	New
SPDR SERIES TRUST	ST STR RATE ETF	$2.4M	1.0%	77,013 SH	New
SSGA ACTIVE ETF TR	ST STR BL LN ETF	$443K	0.2%	11,004 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$909K	0.4%	1,903 SH	New
TESLA INC	COM	$1.2M	0.5%Prev: 0.5%	2,960 SH	Increased-133 SH
UNITEDHEALTH GROUP INC	COM	$285K	0.1%Prev: 0.1%	686 SH	Increased-114 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.0M	1.3%Prev: 1.4%	39,118 SH	Increased+4,128 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$26.1M	11.1%Prev: 10.9%	355,334 SH	Increased+55,558 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.0M	4.3%Prev: 4.9%	206,915 SH	Increased+6,000 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$609K	0.3%Prev: 0.2%	1,771 SH	Increased
VANGUARD INDEX FDS	MID CAP ETF	$278K	0.1%Prev: 0.2%	3,448 SH	Decreased+2,053 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$7.0M	3.0%Prev: 2.8%	72,104 SH	Increased+7,855 SH
VANGUARD INDEX FDS	SMALL CP ETF	$306K	0.1%Prev: 0.1%	1,010 SH	Increased+10 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.6%Prev: 0.6%	3,950 SH	Increased-249 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.8M	4.2%Prev: 4.1%	164,003 SH	Increased-2,824 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.0M	2.1%Prev: 2.2%	32,550 SH	Increased-84 SH
VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.1M	1.3%Prev: 1.4%	68,569 SH	Increased+6,869 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.5%Prev: 0.8%	21,809 SH	Decreased-12,262 SH
VANGUARD STAR FDS	VG TL INTL STK F	$319K	0.1%Prev: 0.2%	3,730 SH	Decreased-2,745 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.6M	10.5%Prev: 10.2%	345,857 SH	Increased-16,534 SH
VISA INC	COM CL A	$574K	0.2%Prev: 0.3%	1,674 SH	Decreased-84 SH
WALMART INC	COM	$575K	0.2%Prev: 0.2%	5,076 SH	Increased+81 SH
WELLS FARGO & CO	COM	$263K	0.1%	3,184 SH	New
WESTERN DIGITAL CORP	COM	$218K	0.1%	342 SH	New
WILLIAMS COS INC	COM	$285K	0.1%Prev: 0.1%	3,830 SH	Increased+111 SH

Sold (vs prior filing)

ABBOTT LABS — $211K
ACCENTURE PLC IRELAND — $209K
AT&T INC — $217K
BANCO SANTANDER S.A. — $88K
BANK AMERICA CORP — $259K
BOOKING HOLDINGS INC — $226K
CAPITAL ONE FINL CORP — $209K
CHEVRON CORP NEW — $218K
COSTCO WHSL CORP NEW — $530K
INTUIT — $249K
ISHARES U S ETF TR — $1.1M
JPMORGAN CHASE & CO. — $885K
MCDONALDS CORP — $256K
NETFLIX INC — $461K
PROCTER AND GAMBLE CO — $447K
SALESFORCE INC — $234K
SAP SE — $210K
SERVICENOW INC — $209K
SPDR INDEX SHS FDS — $851K
SPDR INDEX SHS FDS — $794K
… and 6 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