Aletheian Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Aletheian Wealth Advisors LLC

Investment Activity

Aletheian Wealth Advisors LLC has $234.16 million in total holdings as of June 30, 2026.
Aletheian Wealth Advisors LLC owns shares of 109 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 6.50% of the portfolio was purchased this quarter.
About 0.71% of the portfolio was sold this quarter.
This quarter, Aletheian Wealth Advisors LLC has purchased 97 new stocks and bought additional shares in 69 stocks.
Aletheian Wealth Advisors LLC sold shares of 18 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares Core S&P Total U.S. Stock Market ETF: $27,221,506
Vanguard Total Bond Market ETF: $26,085,032
Vanguard FTSE Developed Markets ETF: $24,642,299
Vanguard Total International Bond ETF: $10,020,878
Vanguard FTSE Emerging Markets ETF: $9,789,344

Largest New Holdings this Quarter

458140100 - Intel: $414,561 Holding
617446448 - Morgan Stanley: $296,001 Holding
91324P102 - UnitedHealth Group: $285,200 Holding
36828A101 - GE VERNOVA INC: $279,617 Holding
697435105 - Palo Alto Networks: $262,244 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 20,368 shares (about $1.45M)
Vanguard Total Bond Market ETF: 15,408 shares (about $1.13M)
Invesco Global Listed Private Equity ETF: 14,773 shares (about $822.86K)
iShares Core S&P Total U.S. Stock Market ETF: 4,376 shares (about $718.85K)
Vanguard Real Estate ETF: 7,341 shares (about $707.90K)

Largest Sales this Quarter

Coinbase Global: 2,900 shares (about $423.95K)
Vanguard Total International Stock ETF: 2,745 shares (about $234.67K)
iShares Core U.S. Aggregate Bond ETF: 1,339 shares (about $132.53K)
Vanguard FTSE Emerging Markets ETF: 2,002 shares (about $119.50K)
Schwab US Broad Market ETF: 3,037 shares (about $87.95K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ITOT iShares Core S&P Total U.S. Stock Market ETF	$27,221,506	$718,845 â–²	2.7%	165,712	11.6%	ETF
BND Vanguard Total Bond Market ETF	$26,085,032	$1,131,100 â–²	4.5%	355,334	11.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$24,642,299	$1,451,219 â–²	6.3%	345,857	10.5%	ETF
BNDX Vanguard Total International Bond ETF	$10,020,878	$79,909 â–²	0.8%	206,915	4.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$9,789,344	$119,499 â–¼	-1.2%	164,003	4.2%	ETF
IVV iShares Core S&P 500 ETF	$8,187,203	$15,727 â–¼	-0.2%	10,932	3.5%	ETF
PSP Invesco Global Listed Private Equity ETF	$8,151,812	$822,857 â–²	11.2%	146,352	3.5%	ETF
VNQ Vanguard Real Estate ETF	$6,953,030	$707,897 â–²	11.3%	72,104	3.0%	ETF
MUB iShares National Muni Bond ETF	$6,296,093	$127,637 â–²	2.1%	58,503	2.7%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$5,022,110	$36,104 â–²	0.7%	32,550	2.1%	ETF
IAGG iShares Core International Aggregate Bond ETF	$4,997,749	$321,056 â–²	6.9%	98,770	2.1%	ETF
AAPL Apple	$4,953,554	$506,669 â–²	11.4%	17,119	2.1%	Computer and Technology
NVDA NVIDIA	$4,852,583	$525,436 â–²	12.1%	24,252	2.1%	Computer and Technology
CWB SPDR Bloomberg Convertible Securities ETF	$3,590,003	$314,729 â–²	9.6%	33,296	1.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,510,393	$62,874 â–¼	-1.8%	36,347	1.5%	ETF
PFF iShares Preferred and Income Securities ETF	$3,409,381	$349,048 â–²	11.4%	111,820	1.5%	ETF
MSFT Microsoft	$3,308,709	$387,570 â–²	13.3%	8,870	1.4%	Computer and Technology
VNQI Vanguard Global ex-U.S. Real Estate ETF	$3,075,302	$373,015 â–²	13.8%	68,569	1.3%	ETF
BSV Vanguard Short-Term Bond ETF	$3,047,683	$78,611 â–²	2.6%	39,118	1.3%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,716,899	$132,534 â–¼	-4.7%	27,449	1.2%	Finance
SCHP Schwab U.S. TIPS ETF	$2,391,977	$26,977 â–²	1.1%	90,263	1.0%	ETF
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF	$2,375,839	$41,123 â–²	1.8%	77,013	1.0%	ETF
GOOGL Alphabet	$2,293,243	$199,055 â–²	9.5%	6,417	1.0%	Computer and Technology
AMZN Amazon.com	$2,235,725	$160,410 â–²	7.7%	9,380	1.0%	Retail/Wholesale
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$1,999,319	$29,124 â–¼	-1.4%	125,902	0.9%	Manufacturing
AVGO Broadcom	$1,964,300	$192,653 â–²	10.9%	5,200	0.8%	Computer and Technology
COMT iShares GSCI Commodity Dynamic Roll Strategy ETF	$1,894,268	$20,773 â–²	1.1%	62,373	0.8%	Manufacturing
GOOG Alphabet	$1,886,076	$185,498 â–²	10.9%	5,338	0.8%	Computer and Technology
BKLN Invesco Senior Loan ETF	$1,791,788	$66,264 â–²	3.8%	87,962	0.8%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,711,834	$16,320 â–¼	-0.9%	20,664	0.7%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$1,462,148	$29,993 â–²	2.1%	15,161	0.6%	ETF
VTI Vanguard Total Stock Market ETF	$1,461,658	$9,251 â–¼	-0.6%	3,950	0.6%	ETF
IWN iShares Russell 2000 Value ETF	$1,449,224	$41,141 â–²	2.9%	6,552	0.6%	ETF
TSLA Tesla	$1,244,976	$71,081 â–²	6.1%	2,960	0.5%	Auto/Tires/Trucks
JNK SPDR Bloomberg High Yield Bond ETF	$1,227,635	$40,860 â–²	3.4%	12,739	0.5%	Finance
LLY Eli Lilly and Company	$1,224,618	$109,148 â–²	9.8%	1,021	0.5%	Medical
META Meta Platforms	$1,202,624	$132,373 â–²	12.4%	2,135	0.5%	Computer and Technology
NEAR iShares Short Duration Bond Active ETF	$1,157,285	$28,522 â–²	2.5%	22,844	0.5%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,149,067		0.0%	13,967	0.5%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$1,103,099		0.0%	21,809	0.5%	ETF
MU Micron Technology	$1,038,861	$48,480 â–¼	-4.5%	900	0.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$968,897	$76,923 â–²	8.6%	2,960	0.4%	Finance
TSM Taiwan Semiconductor Manufacturing	$908,816	$222,548 â–²	32.4%	1,903	0.4%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$884,512	$22,784 â–²	2.6%	8,308	0.4%	ETF
SCHH Schwab U.S. REIT ETF	$870,477	$47 â–¼	0.0%	36,760	0.4%	ETF
BRK.B Berkshire Hathaway	$865,174	$109,585 â–²	14.5%	1,729	0.4%	Finance
SCHZ Schwab U.S. Aggregate Bond ETF	$836,913		0.0%	36,183	0.4%	ETF
ICVT iShares Convertible Bond ETF	$807,045	$8,279 â–¼	-1.0%	6,629	0.3%	ETF
AMD Advanced Micro Devices	$764,478	$38,921 â–²	5.4%	1,316	0.3%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$731,937	$19,199 â–¼	-2.6%	14,525	0.3%	ETF
CAT Caterpillar	$722,002	$44,726 â–²	6.6%	678	0.3%	Industrials
LAM RESEARCH CORP	$691,595	$44,633 â–²	6.9%	1,596	0.3%	COM NEW
RWX SPDR Dow Jones International Real Estate ETF	$689,997		0.0%	25,546	0.3%	ETF
PGX Invesco Preferred ETF	$680,304	$93,679 â–²	16.0%	62,759	0.3%	ETF
SCHB Schwab US Broad Market ETF	$639,213	$87,953 â–¼	-12.1%	22,072	0.3%	ETF
XOM ExxonMobil	$633,896	$47,720 â–²	8.1%	4,636	0.3%	Energy
JNJ Johnson & Johnson	$628,830	$95,747 â–²	18.0%	2,476	0.3%	Medical
VV Vanguard Large-Cap ETF	$609,065		0.0%	1,771	0.3%	ETF
AMAT Applied Materials	$593,583	$54,948 â–²	10.2%	821	0.3%	Computer and Technology
WALMART INC	$574,908	$64,671 â–²	12.7%	5,076	0.2%	COM
V Visa	$574,333	$64,158 â–²	12.6%	1,674	0.2%	Business Services
JMST JPMorgan Ultra-Short Municipal ETF	$555,900	$8,568 â–²	1.6%	10,900	0.2%	ETF
KLAC KLA	$538,854	$487,262 â–²	944.4%	1,786	0.2%	Computer and Technology
COST Costco Wholesale	$487,380	$35,548 â–²	7.9%	521	0.2%	Retail/Wholesale
ABBV AbbVie	$483,712	$53,354 â–²	12.4%	1,922	0.2%	Medical
MA Mastercard	$462,240	$39,547 â–²	9.4%	900	0.2%	Business Services
SRLN SPDR Blackstone Senior Loan ETF	$443,351		0.0%	11,004	0.2%	ETF
CSCO Cisco Systems	$437,891	$54,149 â–²	14.1%	3,728	0.2%	Computer and Technology
GE GE Aerospace	$421,941	$747 â–¼	-0.2%	1,129	0.2%	Aerospace
KO CocaCola	$418,378	$88,747 â–²	26.9%	5,148	0.2%	Consumer Staples
INTC Intel	$414,561	$414,561 â–²	New Holding	2,969	0.2%	Computer and Technology
COIN Coinbase Global	$408,455	$423,951 â–¼	-50.9%	2,794	0.2%	Finance
ASML ASML	$401,867	$89,525 â–²	28.7%	202	0.2%	Computer and Technology
PG Procter & Gamble	$392,409	$154,852 â–²	65.2%	2,676	0.2%	Consumer Staples
PM Philip Morris International	$357,116	$90,093 â–²	33.7%	1,974	0.2%	Consumer Staples
CVX Chevron	$354,425	$20,390 â–²	6.1%	2,138	0.2%	Energy
RTX RTX	$354,416	$15,178 â–²	4.5%	1,868	0.2%	Aerospace
HD Home Depot	$344,921	$3,879 â–¼	-1.1%	978	0.1%	Retail/Wholesale
TIP iShares TIPS Bond ETF	$338,975		0.0%	3,098	0.1%	ETF
APH Amphenol	$327,074	$44,433 â–²	15.7%	1,855	0.1%	Computer and Technology
NAK Northern Dynasty Minerals	$322,944		0.0%	168,200	0.1%	Basic Materials
VXUS Vanguard Total International Stock ETF	$318,878	$234,670 â–¼	-42.4%	3,730	0.1%	ETF
MRK Merck & Co., Inc.	$311,998	$56,026 â–²	21.9%	2,428	0.1%	Medical
GS The Goldman Sachs Group	$310,491	$36,409 â–²	13.3%	307	0.1%	Finance
BAC Bank of America	$308,946	$30,883 â–²	11.1%	5,422	0.1%	Finance
VB Vanguard Small-Cap ETF	$306,151	$1,212 â–¼	-0.4%	1,010	0.1%	ETF
MS Morgan Stanley	$296,001	$296,001 â–²	New Holding	1,416	0.1%	Finance
LINDE PLC	$287,493	$23,871 â–²	9.1%	554	0.1%	SHS
UNH UnitedHealth Group	$285,200	$285,200 â–²	New Holding	686	0.1%	Medical
WMB Williams Companies	$284,722	$10,408 â–²	3.8%	3,830	0.1%	Energy
ADI Analog Devices	$282,785	$28,993 â–²	11.4%	712	0.1%	Computer and Technology
GE VERNOVA INC	$279,617	$279,617 â–²	New Holding	238	0.1%	COM
ORCL Oracle	$278,298	$52,172 â–²	23.1%	1,899	0.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$277,778	$194,960 â–²	235.4%	3,448	0.1%	ETF
NFLX Netflix	$274,747	$23,562 â–²	9.4%	3,848	0.1%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$270,674	$34,884 â–²	14.8%	2,320	0.1%	CL A
USRT iShares Core U.S. REIT ETF	$268,934	$66 â–¼	0.0%	4,047	0.1%	ETF
WFC Wells Fargo & Company	$263,126	$30,907 â–²	13.3%	3,184	0.1%	Finance
PANW Palo Alto Networks	$262,244	$262,244 â–²	New Holding	769	0.1%	Computer and Technology
BX Blackstone	$246,872	$11,767 â–²	5.0%	2,098	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Aletheian Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Aletheian Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Aletheian Wealth Advisors LLC Top Holdings and 13F Report (2026)

About Aletheian Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAletheian Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools