Holders — by stockHoldings — by fund
Aletheian Wealth Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001922281
$234.2M
disclosed book value
109
positions
11.6%
largest position share
Positions, as of 2026-06-30
top 100 of 109 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ITOTISHARES TR | 165,712 | $27.2M | 11.6% |
| 2 | BNDVANGUARD BD INDEX FDS | 355,334 | $26.1M | 11.1% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 345,857 | $24.6M | 10.5% |
| 4 | BNDXVANGUARD CHARLOTTE FDS | 206,915 | $10.0M | 4.3% |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 164,003 | $9.8M | 4.2% |
| 6 | IVVISHARES TR | 10,932 | $8.2M | 3.5% |
| 7 | PSPINVESCO EXCHANGE TRADED FD T | 146,352 | $8.2M | 3.5% |
| 8 | VNQVANGUARD INDEX FDS | 72,104 | $7.0M | 3% |
| 9 | MUBISHARES TR | 58,503 | $6.3M | 2.7% |
| 10 | VSSVANGUARD INTL EQUITY INDEX F | 32,550 | $5.0M | 2.1% |
| 11 | IAGGISHARES TR | 98,770 | $5.0M | 2.1% |
| 12 | AAPLAPPLE INC | 17,119 | $5.0M | 2.1% |
| 13 | NVDANVIDIA CORPORATION | 24,252 | $4.9M | 2.1% |
| 14 | CWBSPDR SERIES TRUST | 33,296 | $3.6M | 1.5% |
| 15 | IEFAISHARES TR | 36,347 | $3.5M | 1.5% |
| 16 | PFFISHARES TR | 111,820 | $3.4M | 1.5% |
| 17 | MSFTMICROSOFT CORP | 8,870 | $3.3M | 1.4% |
| 18 | VNQIVANGUARD INTL EQUITY INDEX F | 68,569 | $3.1M | 1.3% |
| 19 | BSVVANGUARD BD INDEX FDS | 39,118 | $3.0M | 1.3% |
| 20 | AGGISHARES TR | 27,449 | $2.7M | 1.2% |
| 21 | SCHPSCHWAB STRATEGIC TR | 90,263 | $2.4M | 1% |
| 22 | FLRNSPDR SERIES TRUST | 77,013 | $2.4M | 1% |
| 23 | GOOGLALPHABET INC | 6,417 | $2.3M | 1% |
| 24 | AMZNAMAZON COM INC | 9,380 | $2.2M | 1% |
| 25 | PDBCINVESCO ACTVELY MNGD ETC FD | 125,902 | $2.0M | 0.9% |
| 26 | AVGOBROADCOM INC | 5,200 | $2.0M | 0.8% |
| 27 | COMTISHARES U S ETF TR | 62,373 | $1.9M | 0.8% |
| 28 | GOOGALPHABET INC | 5,338 | $1.9M | 0.8% |
| 29 | BKLNINVESCO EXCH TRADED FD TR II | 87,962 | $1.8M | 0.8% |
| 30 | IEMGISHARES INC | 20,664 | $1.7M | 0.7% |
| 31 | EMBISHARES TR | 15,161 | $1.5M | 0.6% |
| 32 | VTIVANGUARD INDEX FDS | 3,950 | $1.5M | 0.6% |
| 33 | IWNISHARES TR | 6,552 | $1.4M | 0.6% |
| 34 | TSLATESLA INC | 2,960 | $1.2M | 0.5% |
| 35 | JNKSPDR SERIES TRUST | 12,739 | $1.2M | 0.5% |
| 36 | LLYELI LILLY & CO | 1,021 | $1.2M | 0.5% |
| 37 | METAMETA PLATFORMS INC | 2,135 | $1.2M | 0.5% |
| 38 | NEARISHARES U S ETF TR | 22,844 | $1.2M | 0.5% |
| 39 | SCZISHARES TR | 13,967 | $1.1M | 0.5% |
| 40 | VTEBVANGUARD MUN BD FDS | 21,809 | $1.1M | 0.5% |
| 41 | MUMICRON TECHNOLOGY INC | 900 | $1.0M | 0.4% |
| 42 | JPMJPMORGAN CHASE & CO | 2,960 | $968,897 | 0.4% |
| 43 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,903 | $908,816 | 0.4% |
| 44 | SUBISHARES TR | 8,308 | $884,512 | 0.4% |
| 45 | SCHHSCHWAB STRATEGIC TR | 36,760 | $870,477 | 0.4% |
| 46 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,729 | $865,174 | 0.4% |
| 47 | SCHZSCHWAB STRATEGIC TR | 36,183 | $836,913 | 0.4% |
| 48 | ICVTISHARES TR | 6,629 | $807,045 | 0.3% |
| 49 | AMDADVANCED MICRO DEVICES INC | 1,316 | $764,478 | 0.3% |
| 50 | SPDWSPDR INDEX SHS FDS | 14,525 | $731,937 | 0.3% |
| 51 | CATCATERPILLAR INC | 678 | $722,002 | 0.3% |
| 52 | LRCXLAM RESEARCH CORP | 1,596 | $691,595 | 0.3% |
| 53 | RWXSPDR INDEX SHS FDS | 25,546 | $689,997 | 0.3% |
| 54 | PGXINVESCO EXCH TRADED FD TR II | 62,759 | $680,304 | 0.3% |
| 55 | SCHBSCHWAB STRATEGIC TR | 22,072 | $639,213 | 0.3% |
| 56 | EXMOCEXXON MOBIL CORP | 4,636 | $633,896 | 0.3% |
| 57 | JNJJOHNSON & JOHNSON | 2,476 | $628,830 | 0.3% |
| 58 | VVVANGUARD INDEX FDS | 1,771 | $609,065 | 0.3% |
| 59 | AMATAPPLIED MATLS INC | 821 | $593,583 | 0.3% |
| 60 | WMTWALMART INC | 5,076 | $574,908 | 0.2% |
| 61 | VVISA INC | 1,674 | $574,333 | 0.2% |
| 62 | JMSTJ P MORGAN EXCHANGE TRADED F | 10,900 | $555,900 | 0.2% |
| 63 | KLACKLA CORP | 1,786 | $538,854 | 0.2% |
| 64 | COSTCOSTCO WHOLESALE CORPORATION | 521 | $487,380 | 0.2% |
| 65 | ABBVABBVIE INC | 1,922 | $483,712 | 0.2% |
| 66 | MAMASTERCARD INCORPORATED | 900 | $462,240 | 0.2% |
| 67 | SRLNSSGA ACTIVE ETF TR | 11,004 | $443,351 | 0.2% |
| 68 | CSCOCISCO SYS INC | 3,728 | $437,891 | 0.2% |
| 69 | GEGE AEROSPACE | 1,129 | $421,941 | 0.2% |
| 70 | KOCOCA COLA CO | 5,148 | $418,378 | 0.2% |
| 71 | INTCINTEL CORP | 2,969 | $414,561 | 0.2% |
| 72 | COINCOINBASE GLOBAL INC | 2,794 | $408,455 | 0.2% |
| 73 | ASML HLDG NV | 202 | $401,867 | 0.2% |
| 74 | PGPROCTER & GAMBLE CO | 2,676 | $392,409 | 0.2% |
| 75 | PMPHILIP MORRIS INTL INC | 1,974 | $357,116 | 0.2% |
| 76 | CVXCHEVRON CORPORATION | 2,138 | $354,425 | 0.2% |
| 77 | RTXRTX CORPORATION | 1,868 | $354,416 | 0.2% |
| 78 | HDHOME DEPOT INC | 978 | $344,921 | 0.1% |
| 79 | TIPISHARES TR | 3,098 | $338,975 | 0.1% |
| 80 | APHAMPHENOL CORP | 1,855 | $327,074 | 0.1% |
| 81 | NAKNORTHERN DYNASTY MINERALS LT | 168,200 | $322,944 | 0.1% |
| 82 | VXUSVANGUARD STAR FDS | 3,730 | $318,878 | 0.1% |
| 83 | MRKMERCK & CO INC | 2,428 | $311,998 | 0.1% |
| 84 | GSGOLDMAN SACHS GROUP INC | 307 | $310,491 | 0.1% |
| 85 | BACBANK OF AMER CORP | 5,422 | $308,946 | 0.1% |
| 86 | VBVANGUARD INDEX FDS | 1,010 | $306,151 | 0.1% |
| 87 | MSMORGAN STANLEY | 1,416 | $296,001 | 0.1% |
| 88 | LINDE PLC | 554 | $287,493 | 0.1% |
| 89 | UNHUNITEDHEALTH GROUP INC | 686 | $285,200 | 0.1% |
| 90 | WMBWILLIAMS COS INC | 3,830 | $284,722 | 0.1% |
| 91 | ADIANALOG DEVICES INC | 712 | $282,785 | 0.1% |
| 92 | GEVGE VERNOVA INC | 238 | $279,617 | 0.1% |
| 93 | ORCLORACLE CORP | 1,899 | $278,298 | 0.1% |
| 94 | VOVANGUARD INDEX FDS | 3,448 | $277,778 | 0.1% |
| 95 | NFLXNETFLIX INC. | 3,848 | $274,747 | 0.1% |
| 96 | PLTRPALANTIR TECHNOLOGIES INC | 2,320 | $270,674 | 0.1% |
| 97 | USRTISHARES TR | 4,047 | $268,934 | 0.1% |
| 98 | WFCWELLS FARGO & CO | 3,184 | $263,126 | 0.1% |
| 99 | PANWPALO ALTO NETWORKS INC | 769 | $262,244 | 0.1% |
| 100 | BXBLACKSTONE INC | 2,098 | $246,872 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.