Aletheian Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$205.2M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ · +15.3% YoY
Positions
97
reported holdings
Largest positions
All 97 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Bd Index Fds | BND | Shares | $25.0M | 340K |
| Ishares Tr | ITOT | Shares | $23.0M | 161K |
| Vanguard Tax-Managed Fds | VEA | Shares | $20.9M | 325K |
| Vanguard Charlotte Fds | BNDX | Shares | $9.9M | 205K |
| Vanguard Intl Equity Index F | VWO | Shares | $9.0M | 166K |
| Invesco Exchange Traded Fd T | PSP | Shares | $7.4M | 132K |
| Ishares Tr | IVV | Shares | $7.2M | 11K |
| Ishares Tr | MUB | Shares | $6.1M | 57K |
| Vanguard Index Fds | VNQ | Shares | $5.7M | 65K |
| Vanguard Intl Equity Index F | VSS | Shares | $4.7M | 32K |
| Ishares Tr | IAGG | Shares | $4.6M | 92K |
| Apple Inc | AAPL | Shares | $3.9M | 15K |
| Nvidia Corporation | NVDA | Shares | $3.8M | 22K |
| Ishares Tr | IEFA | Shares | $3.3M | 37K |
| Ishares Tr | PFF | Shares | $3.0M | 100K |
| Vanguard Bd Index Fds | BSV | Shares | $3.0M | 38K |
| Microsoft Corp | MSFT | Shares | $2.9M | 8K |
| Ishares Tr | AGG | Shares | $2.9M | 29K |
| Spdr Series Trust | CWB | Shares | $2.8M | 30K |
| Vanguard Intl Equity Index F | VNQI | Shares | $2.7M | 60K |
| Schwab Strategic Tr | SCHP | Shares | $2.4M | 89K |
| Spdr Series Trust | FLRN | Shares | $2.3M | 76K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $2.2M | 128K |
| Ishares U S Etf Tr | COMT | Shares | $2.1M | 62K |
| Amazon Com Inc | AMZN | Shares | $1.8M | 9K |
| Invesco Exch Traded Fd Tr Ii | BKLN | Shares | $1.7M | 85K |
| Alphabet Inc | GOOGL | Shares | $1.7M | 6K |
| Ishares Inc | IEMG | Shares | $1.5M | 21K |
| Broadcom Inc | AVGO | Shares | $1.5M | 5K |
| Ishares Tr | EMB | Shares | $1.4M | 15K |
| Alphabet Inc | GOOG | Shares | $1.4M | 5K |
| Vanguard Index Fds | VTI | Shares | $1.3M | 4K |
| Ishares Tr | IWN | Shares | $1.2M | 6K |
| Spdr Series Trust | JNK | Shares | $1.2M | 12K |
| Ishares U S Etf Tr | NEAR | Shares | $1.1M | 22K |
| Ishares Tr | SCZ | Shares | $1.1M | 14K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.1M | 22K |
| Meta Platforms Inc | META | Shares | $1.1M | 2K |
| Tesla Inc | TSLA | Shares | $1.0M | 3K |
| Coinbase Global Inc | COIN | Shares | $994K | 6K |
| Ishares Tr | SUB | Shares | $862K | 8K |
| Eli Lilly & Co | LLY | Shares | $855K | 930 |
| Schwab Strategic Tr | SCHZ | Shares | $840K | 36K |
| Jpmorgan Chase & Co | JPM | Shares | $802K | 3K |
| Schwab Strategic Tr | SCHH | Shares | $790K | 37K |
| Exxon Mobil Corp | XOM | Shares | $727K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $724K | 2K |
| Ishares Tr | ICVT | Shares | $682K | 7K |
| Spdr Index Shs Fds | SPDW | Shares | $680K | 15K |
| Spdr Index Shs Fds | RWX | Shares | $680K | 26K |
| Schwab Strategic Tr | SCHB | Shares | $630K | 25K |
| Invesco Exch Traded Fd Tr Ii | PGX | Shares | $589K | 54K |
| Walmart Inc | WMT | Shares | $560K | 5K |
| J P Morgan Exchange Traded F | JMST | Shares | $547K | 11K |
| Vanguard Index Fds | VV | Shares | $529K | 2K |
| Johnson & Johnson | JNJ | Shares | $513K | 2K |
| Vanguard Star Fds | VXUS | Shares | $499K | 6K |
| Taiwan Semiconductor Manufac | TSM | Shares | $486K | 1K |
| Costco Wholesale Corporation | COST | Shares | $481K | 483 |
| Caterpillar Inc | CAT | Shares | $451K | 636 |
| Visa Inc | V | Shares | $449K | 1K |
| Ssga Active Etf Tr | SRLN | Shares | $442K | 11K |
| Chevron Corporation | CVX | Shares | $417K | 2K |
| Mastercard Incorporated | MA | Shares | $411K | 823 |
| Abbvie Inc | ABBV | Shares | $372K | 2K |
| Rtx Corporation | RTX | Shares | $345K | 2K |
| Ishares Tr | TIP | Shares | $342K | 3K |
| Netflix Inc. | NFLX | Shares | $338K | 4K |
| Home Depot Inc | HD | Shares | $325K | 989 |
| Ge Aerospace | GE | Shares | $321K | 1K |
| Lam Research Corp | LRCX | Shares | $319K | 1K |
| Micron Technology Inc | MU | Shares | $318K | 942 |
| Coca Cola Co | KO | Shares | $308K | 4K |
| Palantir Technologies Inc | PLTR | Shares | $296K | 2K |
| Vanguard Index Fds | VO | Shares | $295K | 1K |
| Williams Cos Inc | WMB | Shares | $269K | 4K |
| Vanguard Index Fds | VB | Shares | $266K | 1K |
| Applied Matls Inc | AMAT | Shares | $255K | 745 |
| Advanced Micro Devices Inc | AMD | Shares | $254K | 1K |
| Cisco Sys Inc | CSCO | Shares | $253K | 3K |
| Linde Plc | Shares | $252K | 508 | |
| Kla Corp | KLAC | Shares | $252K | 171 |
| Philip Morris Intl Inc | PM | Shares | $244K | 1K |
| Merck & Co Inc | MRK | Shares | $240K | 2K |
| Ishares Tr | USRT | Shares | $240K | 4K |
| Bank America Corp | BAC | Shares | $238K | 5K |
| Northern Dynasty Minerals Lt | NAK | Shares | $235K | 168K |
| Procter & Gamble Co | PG | Shares | $234K | 2K |
| Blackstone Inc | BX | Shares | $230K | 2K |
| Goldman Sachs Group Inc | GS | Shares | $229K | 271 |
| Oracle Corp | ORCL | Shares | $227K | 2K |
| Mcdonalds Corp | MCD | Shares | $227K | 729 |
| Wells Fargo & Co | WFC | Shares | $224K | 3K |
| Conocophillips | COP | Shares | $217K | 2K |
| Asml Hldg Nv | Shares | $207K | 157 | |
| Analog Devices Inc | ADI | Shares | $203K | 639 |
| Amphenol Corp | APH | Shares | $203K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.