Aletheian Wealth Advisors Llc Portfolio Stock Holdings
Aletheian Wealth Advisors Llc disclosed 97 stock positions valued at approximately $205.2 million in its latest SEC 13F filing. The largest holdings include VANGUARD BD INDEX FDS, ISHARES TR, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 97
- Portfolio Value
- $205.2M
Holdings by Sector
Aletheian Wealth Advisors Llc Portfolio Holdings in Q1 2026
97 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | BND | Other | 12.20% | 339,926 | +339,926 | +100.00% | $25,032,124 |
| ISHARES TR | ITOT | Other | 11.20% | 161,336 | +161,336 | +100.00% | $22,979,122 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 10.17% | 325,489 | +325,489 | +100.00% | $20,857,355 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 4.81% | 205,265 | +205,265 | +100.00% | $9,862,999 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 4.37% | 166,005 | +166,005 | +100.00% | $8,972,557 |
| INVESCO EXCHANGE TRADED FD T | PSP | Other | 3.62% | 131,579 | +131,579 | +100.00% | $7,436,858 |
| ISHARES TR | IVV | Other | 3.49% | 10,953 | +10,953 | +100.00% | $7,154,904 |
| ISHARES TR | MUB | Other | 2.97% | 57,317 | +57,317 | +100.00% | $6,084,200 |
| VANGUARD INDEX FDS | VNQ | Other | 2.80% | 64,763 | +64,763 | +100.00% | $5,744,461 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 2.30% | 32,316 | +32,316 | +100.00% | $4,711,357 |
| ISHARES TR | IAGG | Other | 2.25% | 92,425 | +92,425 | +100.00% | $4,624,934 |
| APPLE INC | AAPL | Technology | 1.90% | 15,368 | +15,368 | +100.00% | $3,900,245 |
| NVIDIA CORPORATION | NVDA | Technology | 1.84% | 21,626 | +21,626 | +100.00% | $3,771,574 |
| ISHARES TR | IEFA | Other | 1.63% | 36,998 | +36,998 | +100.00% | $3,349,429 |
| ISHARES TR | PFF | Other | 1.48% | 100,372 | +100,372 | +100.00% | $3,043,291 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.46% | 38,109 | +38,109 | +100.00% | $2,988,089 |
| MICROSOFT CORP | MSFT | Technology | 1.41% | 7,831 | +7,831 | +100.00% | $2,898,823 |
| ISHARES TR | AGG | Other | 1.39% | 28,788 | +28,788 | +100.00% | $2,857,781 |
| SPDR SERIES TRUST | CWB | Other | 1.36% | 30,377 | +30,377 | +100.00% | $2,780,075 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 1.31% | 60,252 | +60,252 | +100.00% | $2,678,183 |
| SCHWAB STRATEGIC TR | SCHP | Other | 1.16% | 89,245 | +89,245 | +100.00% | $2,374,812 |
| SPDR SERIES TRUST | FLRN | Other | 1.14% | 75,680 | +75,680 | +100.00% | $2,329,437 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 1.08% | 127,736 | +127,736 | +100.00% | $2,212,388 |
| ISHARES U S ETF TR | COMT | Other | 1.02% | 61,689 | +61,689 | +100.00% | $2,085,705 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.88% | 8,707 | +8,707 | +100.00% | $1,813,407 |
| INVESCO EXCH TRADED FD TR II | BKLN | Other | 0.84% | 84,709 | +84,709 | +100.00% | $1,728,918 |
| ALPHABET INC | GOOGL | Communication Services | 0.82% | 5,860 | +5,860 | +100.00% | $1,685,102 |
| ISHARES INC | IEMG | Other | 0.71% | 20,861 | +20,861 | +100.00% | $1,455,078 |
| BROADCOM INC | AVGO | Technology | 0.71% | 4,690 | +4,690 | +100.00% | $1,451,602 |
| ISHARES TR | EMB | Other | 0.68% | 14,850 | +14,850 | +100.00% | $1,394,818 |
| ALPHABET INC | GOOG | Communication Services | 0.67% | 4,813 | +4,813 | +100.00% | $1,380,657 |
| VANGUARD INDEX FDS | VTI | Other | 0.62% | 3,975 | +3,975 | +100.00% | $1,275,220 |
| ISHARES TR | IWN | Other | 0.59% | 6,366 | +6,366 | +100.00% | $1,206,976 |
| SPDR SERIES TRUST | JNK | Other | 0.57% | 12,315 | +12,315 | +100.00% | $1,178,821 |
| ISHARES U S ETF TR | NEAR | Other | 0.55% | 22,281 | +22,281 | +100.00% | $1,132,633 |
| ISHARES TR | SCZ | Other | 0.53% | 13,967 | +13,967 | +100.00% | $1,095,154 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.53% | 21,809 | +21,809 | +100.00% | $1,088,051 |
| META PLATFORMS INC | META | Communication Services | 0.53% | 1,900 | +1,900 | +100.00% | $1,087,047 |
| TESLA INC | TSLA | Consumer Cyclical | 0.51% | 2,791 | +2,791 | +100.00% | $1,037,554 |
| COINBASE GLOBAL INC | COIN | Financial Services | 0.48% | 5,694 | +5,694 | +100.00% | $994,229 |
| ISHARES TR | SUB | Other | 0.42% | 8,094 | +8,094 | +100.00% | $861,970 |
| ELI LILLY & CO | LLY | Healthcare | 0.42% | 930 | +930 | +100.00% | $855,386 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.41% | 36,183 | +36,183 | +100.00% | $840,169 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.39% | 2,725 | +2,725 | +100.00% | $801,586 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.39% | 36,762 | +36,762 | +100.00% | $790,015 |
| EXXON MOBIL CORP | XOM | Energy | 0.35% | 4,287 | +4,287 | +100.00% | $727,410 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.35% | 1,510 | +1,510 | +100.00% | $723,592 |
| ISHARES TR | ICVT | Other | 0.33% | 6,697 | +6,697 | +100.00% | $681,713 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.33% | 14,906 | +14,906 | +100.00% | $680,479 |
| SPDR INDEX SHS FDS | RWX | Other | 0.33% | 25,546 | +25,546 | +100.00% | $680,035 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.31% | 25,109 | +25,109 | +100.00% | $630,243 |
| INVESCO EXCH TRADED FD TR II | PGX | Other | 0.29% | 54,117 | +54,117 | +100.00% | $588,789 |
| WALMART INC | WMT | Consumer Defensive | 0.27% | 4,505 | +4,505 | +100.00% | $559,881 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.27% | 10,732 | +10,732 | +100.00% | $547,117 |
| VANGUARD INDEX FDS | VV | Other | 0.26% | 1,771 | +1,771 | +100.00% | $529,263 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 2,099 | +2,099 | +100.00% | $513,080 |
| VANGUARD STAR FDS | VXUS | Other | 0.24% | 6,475 | +6,475 | +100.00% | $499,287 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.24% | 1,437 | +1,437 | +100.00% | $485,634 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.23% | 483 | +483 | +100.00% | $481,276 |
| CATERPILLAR INC | CAT | Industrials | 0.22% | 636 | +636 | +100.00% | $450,581 |
| VISA INC | V | Financial Services | 0.22% | 1,487 | +1,487 | +100.00% | $449,431 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.22% | 11,004 | +11,004 | +100.00% | $441,701 |
| CHEVRON CORPORATION | CVX | Energy | 0.20% | 2,015 | +2,015 | +100.00% | $416,941 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.20% | 823 | +823 | +100.00% | $411,220 |
| ABBVIE INC | ABBV | Healthcare | 0.18% | 1,710 | +1,710 | +100.00% | $371,960 |
| RTX CORPORATION | RTX | Industrials | 0.17% | 1,788 | +1,788 | +100.00% | $344,905 |
| ISHARES TR | TIP | Other | 0.17% | 3,098 | +3,098 | +100.00% | $341,844 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 3,518 | +3,518 | +100.00% | $338,256 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.16% | 989 | +989 | +100.00% | $325,272 |
| GE AEROSPACE | GE | Industrials | 0.16% | 1,131 | +1,131 | +100.00% | $320,944 |
| LAM RESEARCH CORP | LRCX | Other | 0.16% | 1,493 | +1,493 | +100.00% | $318,994 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.16% | 942 | +942 | +100.00% | $318,245 |
| COCA COLA CO | KO | Consumer Defensive | 0.15% | 4,056 | +4,056 | +100.00% | $308,459 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.14% | 2,021 | +2,021 | +100.00% | $295,632 |
| VANGUARD INDEX FDS | VO | Other | 0.14% | 1,028 | +1,028 | +100.00% | $295,149 |
| WILLIAMS COS INC | WMB | Energy | 0.13% | 3,690 | +3,690 | +100.00% | $268,558 |
| VANGUARD INDEX FDS | VB | Other | 0.13% | 1,014 | +1,014 | +100.00% | $265,587 |
| APPLIED MATLS INC | AMAT | Technology | 0.12% | 745 | +745 | +100.00% | $254,634 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.12% | 1,249 | +1,249 | +100.00% | $254,084 |
| CISCO SYS INC | CSCO | Technology | 0.12% | 3,267 | +3,267 | +100.00% | $253,487 |
| LINDE PLC | LIN | Other | 0.12% | 508 | +508 | +100.00% | $251,846 |
| KLA CORP | KLAC | Technology | 0.12% | 171 | +171 | +100.00% | $251,782 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.12% | 1,476 | +1,476 | +100.00% | $244,042 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 1,992 | +1,992 | +100.00% | $239,618 |
| ISHARES TR | USRT | Other | 0.12% | 4,048 | +4,048 | +100.00% | $239,611 |
| BANK AMERICA CORP | BAC | Financial Services | 0.12% | 4,880 | +4,880 | +100.00% | $237,900 |
| NORTHERN DYNASTY MINERALS LT | NAK | Basic Materials | 0.11% | 168,200 | +168,200 | +100.00% | $235,480 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 1,620 | +1,620 | +100.00% | $233,993 |
| BLACKSTONE INC | BX | Financial Services | 0.11% | 1,998 | +1,998 | +100.00% | $229,750 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.11% | 271 | +271 | +100.00% | $229,263 |
| ORACLE CORP | ORCL | Technology | 0.11% | 1,543 | +1,543 | +100.00% | $226,991 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 729 | +729 | +100.00% | $226,566 |
| WELLS FARGO & CO | WFC | Financial Services | 0.11% | 2,810 | +2,810 | +100.00% | $223,704 |
| CONOCOPHILLIPS | COP | Energy | 0.11% | 1,645 | +1,645 | +100.00% | $217,140 |
| ASML HLDG NV | ASML | Other | 0.10% | 157 | +157 | +100.00% | $207,370 |
| ANALOG DEVICES INC | ADI | Technology | 0.10% | 639 | +639 | +100.00% | $203,291 |
| AMPHENOL CORP | APH | Technology | 0.10% | 1,603 | +1,603 | +100.00% | $202,539 |