Aletheian Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1922281 · latest 13F-HR filed 2026-04-09
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$205.2M
Long-equity book
Holdings
97
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+6 / −10 / ↑24 / ↓43
vs 2025-09-30
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$2.8M +12.5%
- ISHARES TR$582.6K +10.6%
- INVESCO ACTVELY MNGD ETC FD$535.4K +31.9%
- ISHARES U S ETF TR$440.5K +26.8%
- ISHARES TR$274.8K +6.3%
Top Trims
- ISHARES TR-$3.1M -11.9%
- COINBASE GLOBAL INC-$1.7M -63.1%
- MICROSOFT CORP-$1.7M -36.6%
- INVESCO EXCHANGE TRADED FD T-$993.4K -11.8%
- ISHARES TR-$867.5K -10.8%
New Positions
- MICRON TECHNOLOGY INC$318.2K
- APPLIED MATLS INC$254.6K
- KLA CORP$251.8K
- CONOCOPHILLIPS$217.1K
- ASML HLDG NV$207.4K
Exited Positions
- UNITEDHEALTH GROUP INC$279.8K
- INTERNATIONAL BUSINESS MACHS$229.4K
- INTUIT$221.9K
- ABBOTT LABS$212.7K
- AT&T INC$205.3K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | BND | 921937835 | $25.0M | 12.20% | 339,926 | SH |
| 2 | ISHARES TR | ITOT | 464287150 | $23.0M | 11.20% | 161,336 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $20.9M | 10.17% | 325,489 | SH |
| 4 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $9.9M | 4.81% | 205,265 | SH |
| 5 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $9.0M | 4.37% | 166,005 | SH |
| 6 | INVESCO EXCHANGE TRADED FD T | PSP | 46137V118 | $7.4M | 3.62% | 131,579 | SH |
| 7 | ISHARES TR | IVV | 464287200 | $7.2M | 3.49% | 10,953 | SH |
| 8 | ISHARES TR | MUB | 464288414 | $6.1M | 2.97% | 57,317 | SH |
| 9 | VANGUARD INDEX FDS | VNQ | 922908553 | $5.7M | 2.80% | 64,763 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $4.7M | 2.30% | 32,316 | SH |
| 11 | ISHARES TR | IAGG | 46435G672 | $4.6M | 2.25% | 92,425 | SH |
| 12 | APPLE INC | AAPL | 037833100 | $3.9M | 1.90% | 15,368 | SH |
| 13 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.8M | 1.84% | 21,626 | SH |
| 14 | ISHARES TR | IEFA | 46432F842 | $3.3M | 1.63% | 36,998 | SH |
| 15 | ISHARES TR | PFF | 464288687 | $3.0M | 1.48% | 100,372 | SH |
| 16 | VANGUARD BD INDEX FDS | BSV | 921937827 | $3.0M | 1.46% | 38,109 | SH |
| 17 | MICROSOFT CORP | MSFT | 594918104 | $2.9M | 1.41% | 7,831 | SH |
| 18 | ISHARES TR | AGG | 464287226 | $2.9M | 1.39% | 28,788 | SH |
| 19 | SPDR SERIES TRUST | CWB | 78464A359 | $2.8M | 1.36% | 30,377 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $2.7M | 1.31% | 60,252 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $2.4M | 1.16% | 89,245 | SH |
| 22 | SPDR SERIES TRUST | FLRN | 78468R200 | $2.3M | 1.14% | 75,680 | SH |
| 23 | INVESCO ACTVELY MNGD ETC FD | PDBC | 46090F100 | $2.2M | 1.08% | 127,736 | SH |
| 24 | ISHARES U S ETF TR | COMT | 46431W853 | $2.1M | 1.02% | 61,689 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 0.88% | 8,707 | SH |
| 26 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $1.7M | 0.84% | 84,709 | SH |
| 27 | ALPHABET INC | GOOGL | 02079K305 | $1.7M | 0.82% | 5,860 | SH |
| 28 | ISHARES INC | IEMG | 46434G103 | $1.5M | 0.71% | 20,861 | SH |
| 29 | BROADCOM INC | AVGO | 11135F101 | $1.5M | 0.71% | 4,690 | SH |
| 30 | ISHARES TR | EMB | 464288281 | $1.4M | 0.68% | 14,850 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $1.4M | 0.67% | 4,813 | SH |
| 32 | VANGUARD INDEX FDS | VTI | 922908769 | $1.3M | 0.62% | 3,975 | SH |
| 33 | ISHARES TR | IWN | 464287630 | $1.2M | 0.59% | 6,366 | SH |
| 34 | SPDR SERIES TRUST | JNK | 78468R622 | $1.2M | 0.57% | 12,315 | SH |
| 35 | ISHARES U S ETF TR | NEAR | 46431W507 | $1.1M | 0.55% | 22,281 | SH |
| 36 | ISHARES TR | SCZ | 464288273 | $1.1M | 0.53% | 13,967 | SH |
| 37 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.1M | 0.53% | 21,809 | SH |
| 38 | META PLATFORMS INC | META | 30303M102 | $1.1M | 0.53% | 1,900 | SH |
| 39 | TESLA INC | TSLA | 88160R101 | $1.0M | 0.51% | 2,791 | SH |
| 40 | COINBASE GLOBAL INC | COIN | 19260Q107 | $994.2K | 0.48% | 5,694 | SH |
| 41 | ISHARES TR | SUB | 464288158 | $862.0K | 0.42% | 8,094 | SH |
| 42 | ELI LILLY & CO | LLY | 532457108 | $855.4K | 0.42% | 930 | SH |
| 43 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $840.2K | 0.41% | 36,183 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $801.6K | 0.39% | 2,725 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $790.0K | 0.39% | 36,762 | SH |
| 46 | EXXON MOBIL CORP | XOM | 30231G102 | $727.4K | 0.35% | 4,287 | SH |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $723.6K | 0.35% | 1,510 | SH |
| 48 | ISHARES TR | ICVT | 46435G102 | $681.7K | 0.33% | 6,697 | SH |
| 49 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $680.5K | 0.33% | 14,906 | SH |
| 50 | SPDR INDEX SHS FDS | RWX | 78463X863 | $680.0K | 0.33% | 25,546 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $205.2M | 97 | 0002085853-26-000305 |
| 2025-09-30 | 2025-11-12 | $215.2M | 101 | 0002085853-25-000252 |