Aletheian Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Aletheian Wealth Advisors LLC reported 97 stock positions worth $205.2 million. Its top holding was Vanguard Total Bond Market (BND) at 12.2% of the portfolio, followed by iShares Core S&P Total U.S. (ITOT, 11.2%) and Vanguard Ftse Developed ETF (VEA, 10.2%).
- Most Recent 13F
- Q2 2026
- Location
- Bellevue, WA
- CIK
- 0001922281
- Portfolio Value
- $205.2M (Q1 2026)
- SEC Filing
- 0002085853-26-000305 ↗ filed Apr 9, 2026
Holdings Value
Holdings 97 stocks · $205.2M
| BND Vanguard Total Bond Market | 12.20% | 339,926 | $25.0M | — |
| ITOT iShares Core S&P Total U.S. | 11.20% | 161,336 | $23.0M | — |
| VEA Vanguard Ftse Developed ETF | 10.17% | 325,489 | $20.9M | — |
| BNDX Vanguard Total Intl Bond ETF | 4.81% | 205,265 | $9.9M | — |
| VWO Vanguard Ftse Emerging Marke | 4.37% | 166,005 | $9.0M | — |
| PSP Invesco Global Listed Privat | 3.62% | 131,579 | $7.4M | — |
| IVV iShares Core S&P 500 ETF | 3.49% | 10,953 | $7.2M | — |
| MUB iShares National Muni Bond E | 2.97% | 57,317 | $6.1M | — |
| VNQ Vanguard Real Estate ETF | 2.80% | 64,763 | $5.7M | — |
| VSS Vanguard Ftse All Wo X-US SC | 2.30% | 32,316 | $4.7M | — |
| IAGG iShares Intl Aggregate Bond | 2.25% | 92,425 | $4.6M | — |
| AAPL Apple Inc. | 1.90% | 15,368 | $3.9M | — |
| NVDA Nvidia Corp. | 1.84% | 21,626 | $3.8M | — |
| IEFA iShares Core MSCI Eafe ETF | 1.63% | 36,998 | $3.3M | — |
| PFF iShares Preferred & Income S | 1.48% | 100,372 | $3.0M | — |
| BSV Vanguard Short-Term Bond ETF | 1.46% | 38,109 | $3.0M | — |
| MSFT Microsoft Corp. | 1.41% | 7,831 | $2.9M | — |
| AGG iShares Core U.S. Aggregate | 1.39% | 28,788 | $2.9M | — |
| CWB SS SPDR BB Conv Sec ETF | 1.36% | 30,377 | $2.8M | — |
| VNQI Vanguard GLBL Ex-US Real Est | 1.31% | 60,252 | $2.7M | — |
| SCHP Schwab U.S. Tips ETF | 1.16% | 89,245 | $2.4M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 1.14% | 75,680 | $2.3M | — |
| PDBC Invesco Optimum Yield Divers | 1.08% | 127,736 | $2.2M | — |
| COMT iShares Gsci Commodity Dynam | 1.02% | 61,689 | $2.1M | — |
| AMZN Amazon.com Inc. | 0.88% | 8,707 | $1.8M | — |
| BKLN Invesco Senior Loan ETF | 0.84% | 84,709 | $1.7M | — |
| GOOGL Alphabet Inc. Class A | 0.82% | 5,860 | $1.7M | — |
| IEMG iShares Core MSCI Emerging | 0.71% | 20,861 | $1.5M | — |
| AVGO Broadcom Inc. | 0.71% | 4,690 | $1.5M | — |
| EMB iShares JP Morgan Usd Emergi | 0.68% | 14,850 | $1.4M | — |
| GOOG Alphabet Inc. Class C | 0.67% | 4,813 | $1.4M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 3,975 | $1.3M | — |
| IWN iShares Russell 2000 Value E | 0.59% | 6,366 | $1.2M | — |
| JNK SS SPDR BB High Yield Bond | 0.57% | 12,315 | $1.2M | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.55% | 22,281 | $1.1M | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.53% | 13,967 | $1.1M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.53% | 21,809 | $1.1M | — |
| META Meta Platforms Inc. Class A | 0.53% | 1,900 | $1.1M | — |
| TSLA Tesla Inc. | 0.51% | 2,791 | $1.0M | — |
| COIN Coinbase Global Inc. Class A | 0.48% | 5,694 | $994K | — |
| SUB iShares Short-Term National | 0.42% | 8,094 | $862K | — |
| LLY Eli Lilly & Co. | 0.42% | 930 | $855K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.41% | 36,183 | $840K | — |
| JPM JPMorgan Chase & Co. | 0.39% | 2,725 | $802K | — |
| SCHH Schwab US REIT ETF | 0.39% | 36,762 | $790K | — |
| XOM Exxon Mobil Corp. | 0.35% | 4,287 | $727K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,510 | $724K | — |
| ICVT iShares Convertible Bond ETF | 0.33% | 6,697 | $682K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.33% | 14,906 | $680K | — |
| RWX State Street SPDR Dow Jones | 0.33% | 25,546 | $680K | — |
| SCHB Schwab US Broad Market ETF | 0.31% | 25,109 | $630K | — |
| PGX Invesco Preferred ETF | 0.29% | 54,117 | $589K | — |
| WMT Walmart Inc. | 0.27% | 4,505 | $560K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.27% | 10,732 | $547K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.26% | 1,771 | $529K | — |
| JNJ Johnson & Johnson | 0.25% | 2,099 | $513K | — |
| VXUS Vanguard Total Intl Stock | 0.24% | 6,475 | $499K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 1,437 | $486K | — |
| COST Costco Wholesale Corp. | 0.23% | 483 | $481K | — |
| CAT Caterpillar Inc. | 0.22% | 636 | $451K | — |
| V Visa Inc. Class A | 0.22% | 1,487 | $449K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.22% | 11,004 | $442K | — |
| CVX Chevron Corp. | 0.20% | 2,015 | $417K | — |
| MA Mastercard Inc. Class A | 0.20% | 823 | $411K | — |
| ABBV Abbvie Inc. | 0.18% | 1,710 | $372K | — |
| RTX RTX Corp. | 0.17% | 1,788 | $345K | — |
| TIP iShares Tips Bond ETF | 0.17% | 3,098 | $342K | — |
| NFLX Netflix Inc. | 0.16% | 3,518 | $338K | — |
| HD Home Depot Inc. | 0.16% | 989 | $325K | — |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,131 | $321K | — |
| LRCX Lam Research Corp. | 0.16% | 1,493 | $319K | — |
| MU Micron Technology Inc. | 0.16% | 942 | $318K | — |
| KO The Coca-Cola Co. | 0.15% | 4,056 | $308K | — |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 2,021 | $296K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 1,028 | $295K | — |
| WMB Williams Cos Inc. | 0.13% | 3,690 | $269K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 1,014 | $266K | — |
| AMAT Applied Materials Inc. | 0.12% | 745 | $255K | — |
| AMD Advanced Micro Devices | 0.12% | 1,249 | $254K | — |
| CSCO Cisco Systems Inc. | 0.12% | 3,267 | $253K | — |
| LIN Linde PLC | 0.12% | 508 | $252K | — |
| KLAC KLA Corp. | 0.12% | 171 | $252K | — |
| PM Philip Morris International | 0.12% | 1,476 | $244K | — |
| MRK Merck & Co. Inc. | 0.12% | 1,992 | $240K | — |
| USRT iShares Core US REIT ETF | 0.12% | 4,048 | $240K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.12% | 4,880 | $238K | — |
| NAK Northern Dynasty Minerals | 0.11% | 168,200 | $235K | — |
| PG The Procter & Gamble Co. | 0.11% | 1,620 | $234K | — |
| BX Blackstone Inc. | 0.11% | 1,998 | $230K | — |
| GS Goldman Sachs Group Inc. | 0.11% | 271 | $229K | — |
| ORCL Oracle Corp. | 0.11% | 1,543 | $227K | — |
| MCD McDonald's Corp. | 0.11% | 729 | $227K | — |
| WFC Wells Fargo & Co. | 0.11% | 2,810 | $224K | — |
| COP Conocophillips | 0.11% | 1,645 | $217K | — |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.10% | 157 | $207K | — |
| ADI Analog Devices Inc. | 0.10% | 639 | $203K | — |
| APH Amphenol Corp. Class A | 0.10% | 1,603 | $203K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 109 | $234.2M | ITOT, BND, VEA, BNDX, VWO |
| Q1 2026 | 97 | $205.2M | BND, ITOT, VEA, BNDX, VWO |
| Q3 2025 | 101 | $215.2M | ITOT, BND, VEA, BNDX, VWO |
| Q2 2025 | 100 | $203.3M | ITOT, BND, VEA, BNDX, VWO |
| Q1 2025 | 95 | $177.9M | BND, ITOT, VEA, BNDX, PSP |
| Q4 2024 | 77 | $169.1M | ITOT, BND, VEA, BNDX, PSP |
| Q3 2024 | 82 | $171.2M | ITOT, BND, VEA, BNDX, VWO |
| Q2 2024 | 86 | $189.8M | ITOT, BND, VEA, IVV, BNDX |
| Q1 2024 | 83 | $184.3M | ITOT, BND, VEA, IVV, BNDX |