Aletheian Wealth Advisors LLC 13F Holdings
CIK 0001922281 · Bellevue, WA
As of Sep 30, 2025, Aletheian Wealth Advisors LLC reported 101 positions worth $215.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 179,143 | $26.1M | 12.13% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 299,241 | $22.3M | 10.34% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 360,830 | $21.6M | 10.05% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 197,956 | $9.8M | 4.55% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 168,551 | $9.1M | 4.24% |
| INVESCO EXCHANGE TRADED FD T | — | — | 122,142 | $8.4M | 3.92% |
| ISHARES CORE S&P 500 ETF | IVV | — | 11,986 | $8.0M | 3.73% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 66,807 | $6.1M | 2.84% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 51,663 | $5.5M | 2.56% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 33,085 | $4.7M | 2.19% |
| MICROSOFT CORP | MSFT | Technology | 8,822 | $4.6M | 2.12% |
| APPLE INC | AAPL | Technology | 17,822 | $4.5M | 2.11% |
| NVIDIA CORP | NVDA | Technology | 23,650 | $4.4M | 2.05% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 84,914 | $4.4M | 2.02% |
| ISHARES PREFERRED & INCOME S | PFF | — | 104,917 | $3.3M | 1.54% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 37,548 | $3.3M | 1.52% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 32,426 | $3.3M | 1.51% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 33,586 | $3.0M | 1.41% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 62,352 | $3.0M | 1.38% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 35,073 | $2.8M | 1.29% |
| COINBASE GLOBAL INC | COIN | Financial Services | 7,978 | $2.7M | 1.25% |
| SCHWAB US TIPS ETF | SCHP | — | 83,397 | $2.2M | 1.04% |
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | — | 69,063 | $2.1M | 0.99% |
| AMAZON.COM INC | AMZN | Equity | 9,531 | $2.1M | 0.97% |
| BROADCOM INC | AVGO | Technology | 5,185 |