Aletheian Wealth Advisors LLC Top Holdings and 13F Report (2026) About Aletheian Wealth Advisors LLCInvestment ActivityAletheian Wealth Advisors LLC has $249.06 million in total holdings as of September 30, 2026.Aletheian Wealth Advisors LLC owns shares of 113 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 7.23% of the portfolio was purchased this quarter.About 0.81% of the portfolio was sold this quarter.This quarter, Aletheian Wealth Advisors LLC has purchased 109 new stocks and bought additional shares in 77 stocks.Aletheian Wealth Advisors LLC sold shares of 21 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $29,288,976Vanguard Total Bond Market ETF $28,125,736Vanguard FTSE Developed Markets ETF $25,440,476Vanguard FTSE Emerging Markets ETF $10,086,104Vanguard Total International Bond ETF $9,990,045 Largest New Holdings this Quarter 88636R479 - TIDAL TRUST II $459,857 Holding37954Y871 - Global X Uranium ETF $423,287 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $358,745 Holding91913Y100 - Valero Energy $239,543 Holding22788C105 - CrowdStrike $237,481 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 45,603 shares (about $3.20M)iShares Core S&P Total U.S. Stock Market ETF 10,431 shares (about $1.73M)iShares National Muni Bond ETF 12,706 shares (about $1.28M)Vanguard FTSE Developed Markets ETF 14,439 shares (about $1.02M)iShares Core International Aggregate Bond ETF 20,523 shares (about $1.01M) Largest Sales this Quarter iShares Core S&P 500 ETF 147 shares (about $112.58K)Vanguard Small-Cap ETF 285 shares (about $81.08K)Home Depot 174 shares (about $49.50K)Procter & Gamble 336 shares (about $48.81K)Coca-Cola 481 shares (about $41.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAletheian Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$29,288,976$1,734,462 ▲6.3%176,14311.8%ETFBNDVanguard Total Bond Market ETF$28,125,736$3,199,051 ▲12.8%400,93711.3%ETFVEAVanguard FTSE Developed Markets ETF$25,440,476$1,019,537 ▲4.2%360,29610.2%ETFVWOVanguard FTSE Emerging Markets ETF$10,086,104$359,064 ▲3.7%170,0574.0%ETFBNDXVanguard Total International Bond ETF$9,990,045$291,953 ▲3.0%213,1444.0%ETFPSPInvesco Global Listed Private Equity ETF$8,580,385$342,243 ▲4.2%152,4323.4%ETFIVViShares Core S&P 500 ETF$8,260,038$112,585 ▼-1.3%10,7853.3%ETFMUBiShares National Muni Bond ETF$7,199,230$1,284,577 ▲21.7%71,2092.9%ETFVNQVanguard Real Estate ETF$6,845,241$382,542 ▲5.9%76,3722.7%ETFIAGGiShares Core International Aggregate Bond ETF$5,869,203$1,009,729 ▲20.8%119,2932.4%ETFNVDANVIDIA$5,866,625$327,954 ▲5.9%25,6882.4%TechnologyAAPLApple$5,742,264$41,294 ▲0.7%17,2432.3%TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$5,173,955$120,628 ▲2.4%33,3272.1%ETFMSFTMicrosoft$4,583,817$34,365 ▲0.8%8,9371.8%TechnologyIEFAiShares Core MSCI EAFE ETF$3,746,737$225,440 ▲6.4%38,6741.5%ETFPFFiShares Preferred and Income Securities ETF$3,647,271$348,573 ▲10.6%123,6361.5%ETFCWBSPDR Bloomberg Convertible Securities ETF$3,603,183$234,330 ▲7.0%35,6121.4%ETFBSVVanguard Short-Term Bond ETF$3,350,034$361,445 ▲12.1%43,8491.3%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$3,170,614$255,076 ▲8.7%74,5681.3%ETFSCHPSchwab U.S. TIPS ETF$2,625,846$357,548 ▲15.8%104,4911.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$2,618,188$23,162 ▲0.9%27,6941.1%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$2,600,523$225,441 ▲9.5%84,3231.0%ETFAMZNAmazon.com$2,574,965$237,938 ▲10.2%10,3351.0%Consumer DiscretionaryPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,500,850$70,947 ▲2.9%129,5781.0%ETFCOMTiShares GSCI Commodity Dynamic Roll Strategy ETF$2,328,852$29,783 ▲1.3%63,1810.9%ETFGOOGLAlphabet$2,231,703$23,742 ▲1.1%6,4860.9%Communication ServicesBKLNInvesco Senior Loan ETF$2,054,980$257,909 ▲14.4%100,5860.8%ETFGOOGAlphabet$2,013,092$194,222 ▲10.7%5,9080.8%Communication ServicesAVGOBroadcom$1,969,474$143,286 ▲7.8%5,6080.8%TechnologyMETAMeta Platforms$1,744,058$195,799 ▲12.6%2,4050.7%Communication ServicesIEMGiShares Core MSCI Emerging Markets ETF$1,731,576$54,459 ▲3.2%21,3350.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,494,177$116,914 ▲8.5%16,4480.6%ETFVTIVanguard Total Stock Market ETF$1,437,082$41,166 ▼-2.8%3,8400.6%ETFIWNiShares Russell 2000 Value ETF$1,425,332$52,992 ▲3.9%6,8050.6%ETFTSLATesla$1,410,370$360,132 ▲34.3%3,9750.6%Consumer DiscretionaryJNKSPDR Bloomberg High Yield Bond ETF$1,376,827$195,245 ▲16.5%14,8440.6%ETFNEARiShares Short Duration Bond Active ETF$1,246,288$107,298 ▲9.4%24,9960.5%ETFLLYEli Lilly and Company$1,202,206$20,827 ▲1.8%1,0390.5%HealthcareSCZiShares MSCI EAFE Small-Cap ETF$1,174,115$4,981 ▼-0.4%13,9080.5%ETFVTEBVanguard Tax-Exempt Bond ETF$1,042,346$9,472 ▲0.9%22,0090.4%ETFAMDAdvanced Micro Devices$1,035,098$230,022 ▲28.6%1,6920.4%TechnologyTSMTaiwan Semiconductor Manufacturing$1,015,023$146,893 ▲16.9%2,2250.4%TechnologyJPMJPMorgan Chase & Co.$991,167$11,910 ▲1.2%2,9960.4%FinanceMUMicron Technology$973,511$14,912 ▲1.6%9140.4%TechnologySUBiShares Short-Term National Muni Bond ETF$916,044$47,564 ▲5.5%8,7630.4%ETFBRK.BBerkshire Hathaway$853,486$7,469 ▼-0.9%1,7140.3%FinanceSCHHSchwab U.S. REIT ETF$802,917$7,273 ▼-0.9%36,4300.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$800,020$376 ▲0.0%36,2000.3%ETFICVTiShares Convertible Bond ETF$747,658$1,016 ▼-0.1%6,6200.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$729,272$50 ▼0.0%14,5240.3%ETFJNJJohnson & Johnson$665,556$10,060 ▲1.5%2,5140.3%HealthcareRWXSPDR Dow Jones International Real Estate ETF$647,417$685 ▼-0.1%25,5190.3%ETFSCHBSchwab US Broad Market ETF$646,9380.0%22,0720.3%ETFPALANTIR TECHNOLOGIES INC$641,582$207,626 ▲47.8%3,4300.3%CL APGXInvesco Preferred ETF$631,365$614 ▼-0.1%62,6980.3%ETFCOINCoinbase Global$629,507$108,677 ▲20.9%3,3770.3%FinanceVVVanguard Large-Cap ETF$623,1260.0%1,7710.3%ETFVVisa$580,318$21,200 ▼-3.5%1,6150.2%FinanceJ P MORGAN EXCHANGE TRADED F$575,171$24,067 ▲4.4%11,3760.2%ULTRA SHT MUNCPLCATCaterpillar$561,067$11,351 ▲2.1%6920.2%IndustrialsWALMART INC$538,929$11,431 ▲2.2%5,1860.2%COMLAM RESEARCH CORP$516,746$7,556 ▼-1.4%1,5730.2%COM NEWABBVAbbVie$510,163$7,325 ▲1.5%1,9500.2%HealthcareMAMastercard$499,632$3,309 ▲0.7%9060.2%FinanceCOSTCostco Wholesale$493,404$19,117 ▲4.0%5420.2%Consumer StaplesTIDAL TRUST II$459,857$459,857 ▲New Holding16,3070.2%DEFIA AI PWR ETFSRLNSPDR Blackstone Senior Loan ETF$449,016$4,564 ▲1.0%11,1170.2%ETFCVXChevron$440,110$3,472 ▲0.8%2,1550.2%EnergyURAGlobal X Uranium ETF$423,287$423,287 ▲New Holding10,6220.2%ETFAMATApplied Materials$414,729$5,114 ▼-1.2%8110.2%TechnologyCSCOCisco Systems$409,640$8,395 ▲2.1%3,8060.2%TechnologyKOCoca-Cola$401,735$41,404 ▼-9.3%4,6670.2%Consumer StaplesPMPhilip Morris International$382,594$5,915 ▲1.6%2,0050.2%Consumer StaplesASMLASML$380,451$14,493 ▲4.0%2100.2%TechnologyINTCIntel$366,341$9,378 ▲2.6%3,0470.1%TechnologyGEGE Aerospace$359,758$7,183 ▲2.0%1,1520.1%IndustrialsSPACE EXPLORATION TECHN CORP$358,745$358,745 ▲New Holding2,3780.1%CLASS A COM STKMRKMerck & Co., Inc.$358,189$5,376 ▲1.5%2,4650.1%HealthcareRTXRTX$354,220$7,426 ▲2.1%1,9080.1%IndustrialsKLACKLA$342,882$5,263 ▼-1.5%1,7590.1%TechnologyPGProcter & Gamble$339,955$48,814 ▼-12.6%2,3400.1%Consumer StaplesTIPiShares TIPS Bond ETF$326,349$4,057 ▲1.3%3,1370.1%ETFVXUSVanguard Total International Stock ETF$316,9010.0%3,7300.1%ETFAPHAmphenol$315,788$159,411 ▲101.9%3,7460.1%TechnologyPANWPalo Alto Networks$302,750$2,781 ▼-0.9%7620.1%TechnologyBACBank of America$302,522$7,402 ▲2.5%5,5580.1%FinanceADIAnalog Devices$286,425$3,967 ▲1.4%7220.1%TechnologyGSThe Goldman Sachs Group$281,813$5,402 ▲2.0%3130.1%FinanceNFLXNetflix$280,686$12,942 ▲4.8%4,0340.1%Communication ServicesORCLOracle$271,030$10,297 ▲3.9%1,9740.1%TechnologyMSMorgan Stanley$268,766$2,445 ▲0.9%1,4290.1%FinanceLINDE PLC$267,228$4,272 ▲1.6%5630.1%SHSWMBWilliams Companies$262,296$1,971 ▲0.8%3,8590.1%EnergyWFCWells Fargo & Company$256,640$1,761 ▲0.7%3,2060.1%FinanceUSRTiShares Core U.S. REIT ETF$249,2250.0%4,0470.1%ETFARISTA NETWORKS INC$248,583$4,275 ▲1.8%1,2210.1%COM SHSVLOValero Energy$239,543$239,543 ▲New Holding6180.1%EnergyGE VERNOVA INC$238,573$12,356 ▲5.5%2510.1%COMCRWDCrowdStrike$237,481$237,481 ▲New Holding8970.1%TechnologyUNHUnitedHealth Group$237,202$14,687 ▼-5.8%6460.1%HealthcareShowing largest 100 holdings. 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