Aletheian Wealth Advisors LLC

Est. AUM

$234.2M

13F long equity, this entity only

Positions

109

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$27.2M	165712	11.63%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$26.1M	355334	11.14%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.6M	345857	10.52%	SOLE
4	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.0M	206915	4.28%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.8M	164003	4.18%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$8.2M	10932	3.50%	SOLE
7	INVESCO EXCHANGE TRADED FD T	GBL LISTED PVT	$8.2M	146352	3.48%	SOLE
8	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.0M	72104	2.97%	SOLE
9	ISHARES TR	NATIONAL MUN ETF	$6.3M	58503	2.69%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$5.0M	32550	2.14%	SOLE
11	ISHARES TR	CORE INTL AGGR	$5.0M	98770	2.13%	SOLE
12	APPLE INC	COM	$5.0M	17119	2.12%	SOLE
13	NVIDIA CORPORATION	COM	$4.9M	24252	2.07%	SOLE
14	SPDR SERIES TRUST	ST STR CONV ETF	$3.6M	33296	1.53%	SOLE
15	ISHARES TR	CORE MSCI EAFE	$3.5M	36347	1.50%	SOLE
16	ISHARES TR	PFD AND INCM SEC	$3.4M	111820	1.46%	SOLE
17	MICROSOFT CORP	COM	$3.3M	8870	1.41%	SOLE
18	VANGUARD INTL EQUITY INDEX F	GLB EX US ETF	$3.1M	68569	1.31%	SOLE
19	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.0M	39118	1.30%	SOLE
20	ISHARES TR	CORE US AGGBD ET	$2.7M	27449	1.16%	SOLE
21	SCHWAB STRATEGIC TR	US TIPS ETF	$2.4M	90263	1.02%	SOLE
22	SPDR SERIES TRUST	ST STR RATE ETF	$2.4M	77013	1.01%	SOLE
23	ALPHABET INC	CAP STK CL A	$2.3M	6417	0.98%	SOLE
24	AMAZON COM INC	COM	$2.2M	9380	0.95%	SOLE
25	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$2.0M	125902	0.85%	SOLE
26	BROADCOM INC	COM	$2.0M	5200	0.84%	SOLE
27	ISHARES U S ETF TR	GSCI CMDTY STGY	$1.9M	62373	0.81%	SOLE
28	ALPHABET INC	CAP STK CL C	$1.9M	5338	0.81%	SOLE
29	INVESCO EXCH TRADED FD TR II	SR LN ETF	$1.8M	87962	0.77%	SOLE
30	ISHARES INC	CORE MSCI EMKT	$1.7M	20664	0.73%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	3950	0.62%	SOLE
32	ISHARES TR	JPMORGAN USD EMG	$1.5M	15161	0.62%	SOLE
33	ISHARES TR	RUS 2000 VAL ETF	$1.4M	6552	0.62%	SOLE
34	TESLA INC	COM	$1.2M	2960	0.53%	SOLE
35	SPDR SERIES TRUST	ST BLOO HIGH ETF	$1.2M	12739	0.52%	SOLE
36	ELI LILLY & CO	COM	$1.2M	1021	0.52%	SOLE
37	META PLATFORMS INC	CL A	$1.2M	2135	0.51%	SOLE
38	ISHARES U S ETF TR	SHOR DURA BD ETF	$1.2M	22844	0.49%	SOLE
39	ISHARES TR	EAFE SML CP ETF	$1.1M	13967	0.49%	SOLE
40	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	21809	0.47%	SOLE
41	MICRON TECHNOLOGY INC	COM	$1.0M	900	0.44%	SOLE
42	JPMORGAN CHASE & CO	COM	$969K	2960	0.41%	SOLE
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$909K	1903	0.39%	SOLE
44	ISHARES TR	SHRT NAT MUN ETF	$885K	8308	0.38%	SOLE
45	SCHWAB STRATEGIC TR	US REIT ETF	$870K	36760	0.37%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$865K	1729	0.37%	SOLE
47	SCHWAB STRATEGIC TR	US AGGREGATE B	$837K	36183	0.36%	SOLE
48	ISHARES TR	CONV BD ETF	$807K	6629	0.34%	SOLE
49	ADVANCED MICRO DEVICES INC	COM	$764K	1316	0.33%	SOLE
50	SPDR INDEX SHS FDS	ST STR PO EX ETF	$732K	14525	0.31%	SOLE

1–50 of 109

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.