Aletheian Wealth Advisors

Bellevue, WAfiles as Aletheian Wealth Advisors LLC

$234m in 109 US stocks at the end of 30 June 2026. The top 10 are 56.5% of the money. It changed about 5.3% of the portfolio this quarter.

Value

$234m

Stocks

109

Top 10 share

56.5%

Turnover

5.3%

What changed this quarter

New

Bought for the first time this quarter.

IntelINTC
0.2% of the fund
Morgan StanleyMS
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
GE VernovaGEV
0.1% of the fund
Palo Alto NetworksPANW
0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
CorningGLW
<0.1% of the fund
CitigroupC
<0.1% of the fund
CoherentCOHR
<0.1% of the fund
Ishares TRIWV
<0.1% of the fund
Arista NetworksANET
<0.1% of the fund
Banco SantanderSAN
<0.1% of the fund
Lloyds Banking GroupLYG
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRITOT
11.6% of the fund
+3%
Vanguard BD Index FDSBND
11.1% of the fund
+5%
Vanguard Tax-Managed FDSVEA
10.5% of the fund
+6%
Invesco Exchange Traded FD TPSP
3.5% of the fund
+11%
Vanguard Index FDSVNQ
3.0% of the fund
+11%
Ishares TRMUB
2.7% of the fund
+2%
Ishares TRIAGG
2.1% of the fund
+7%
AppleAAPL
2.1% of the fund
+11%
NvidiaNVDA
2.1% of the fund
+12%
Spdr Series TrustCWB
1.5% of the fund
+10%
Ishares TRPFF
1.5% of the fund
+11%
MicrosoftMSFT
1.4% of the fund
+13%
Vanguard Intl Equity Index FVNQI
1.3% of the fund
+14%
Vanguard BD Index FDSBSV
1.3% of the fund
+3%
AlphabetGOOGL
1.0% of the fund
+10%
Amazon.comAMZN
1.0% of the fund
+8%
BroadcomAVGO
0.8% of the fund
+11%
AlphabetGOOG
0.8% of the fund
+11%
Invesco Exch Traded FD TR IIBKLN
0.8% of the fund
+4%
Ishares TREMB
0.6% of the fund
+2%
Ishares TRIWN
0.6% of the fund
+3%
TeslaTSLA
0.5% of the fund
+6%
Spdr Series TrustJNK
0.5% of the fund
+3%
Eli LillyLLY
0.5% of the fund
+10%
Meta PlatformsMETA
0.5% of the fund
+12%

Cut

Sold some of their stake.

Ishares TRAGG
1.2% of the fund
-5%
Micron TechnologyMU
0.4% of the fund
-4%
Spdr Index SHS FDSSPDW
0.3% of the fund
-3%
Schwab Strategic TRSCHB
0.3% of the fund
-12%
Coinbase GlobalCOIN
0.2% of the fund
-51%
Vanguard Star FDSVXUS
0.1% of the fund
-42%
Vanguard Index FDSVO
0.1% of the fund
-16%

Sold out

Sold their entire stake.

McDonald'sMCD
-100%
ConocoPhillipsCOP
-100%

Holdings

Ishares TRITOT
Share
11.6%
Value
$27m
Shares
165,712
+3%
Vanguard BD Index FDSBND
Share
11.1%
Value
$26m
Shares
355,334
+5%
Vanguard Tax-Managed FDSVEA
Share
10.5%
Value
$25m
Shares
345,857
+6%
Vanguard Charlotte FDSBNDX
Share
4.3%
Value
$10m
Shares
206,915
Held
Vanguard Intl Equity Index FVWO
Share
4.2%
Value
$10m
Shares
164,003
Held
Ishares TRIVV
Share
3.5%
Value
$8m
Shares
10,932
Held
Invesco Exchange Traded FD TPSP
Share
3.5%
Value
$8m
Shares
146,352
+11%
Vanguard Index FDSVNQ
Share
3.0%
Value
$7m
Shares
72,104
+11%
Ishares TRMUB
Share
2.7%
Value
$6m
Shares
58,503
+2%
Vanguard Intl Equity Index FVSS
Share
2.1%
Value
$5m
Shares
32,550
Held
Ishares TRIAGG
Share
2.1%
Value
$5m
Shares
98,770
+7%
AppleAAPL
Share
2.1%
Value
$5m
Shares
17,119
+11%
NvidiaNVDA
Share
2.1%
Value
$5m
Shares
24,252
+12%
Spdr Series TrustCWB
Share
1.5%
Value
$4m
Shares
33,296
+10%
Ishares TRIEFA
Share
1.5%
Value
$4m
Shares
36,347
Held
Ishares TRPFF
Share
1.5%
Value
$3m
Shares
111,820
+11%
MicrosoftMSFT
Share
1.4%
Value
$3m
Shares
8,870
+13%
Vanguard Intl Equity Index FVNQI
Share
1.3%
Value
$3m
Shares
68,569
+14%
Vanguard BD Index FDSBSV
Share
1.3%
Value
$3m
Shares
39,118
+3%
Ishares TRAGG
Share
1.2%
Value
$3m
Shares
27,449
-5%
Schwab Strategic TRSCHP
Share
1.0%
Value
$2m
Shares
90,263
Held
Spdr Series TrustFLRN
Share
1.0%
Value
$2m
Shares
77,013
Held
AlphabetGOOGL
Share
1.0%
Value
$2m
Shares
6,417
+10%
Amazon.comAMZN
Share
1.0%
Value
$2m
Shares
9,380
+8%
Invesco Actvely Mngd ETC FDPDBC
Share
0.9%
Value
$2m
Shares
125,902
Held
BroadcomAVGO
Share
0.8%
Value
$2m
Shares
5,200
+11%
Ishares U S ETF TRCOMT
Share
0.8%
Value
$2m
Shares
62,373
Held
AlphabetGOOG
Share
0.8%
Value
$2m
Shares
5,338
+11%
Invesco Exch Traded FD TR IIBKLN
Share
0.8%
Value
$2m
Shares
87,962
+4%
IsharesIEMG
Share
0.7%
Value
$2m
Shares
20,664
Held
Ishares TREMB
Share
0.6%
Value
$1m
Shares
15,161
+2%
Vanguard Index FDSVTI
Share
0.6%
Value
$1m
Shares
3,950
Held
Ishares TRIWN
Share
0.6%
Value
$1m
Shares
6,552
+3%
TeslaTSLA
Share
0.5%
Value
$1m
Shares
2,960
+6%
Spdr Series TrustJNK
Share
0.5%
Value
$1m
Shares
12,739
+3%
Eli LillyLLY
Share
0.5%
Value
$1m
Shares
1,021
+10%
Meta PlatformsMETA
Share
0.5%
Value
$1m
Shares
2,135
+12%
Ishares U S ETF TRNEAR
Share
0.5%
Value
$1m
Shares
22,844
+3%
Ishares TRSCZ
Share
0.5%
Value
$1m
Shares
13,967
Held
Vanguard MUN BD FDSVTEB
Share
0.5%
Value
$1m
Shares
21,809
Held
Micron TechnologyMU
Share
0.4%
Value
$1m
Shares
900
-4%
JPMorgan ChaseJPM
Share
0.4%
Value
$968,897
Shares
2,960
+9%
Taiwan Semiconductor ManufacturingTSM
Share
0.4%
Value
$908,816
Shares
1,903
+32%
Ishares TRSUB
Share
0.4%
Value
$884,512
Shares
8,308
+3%
Schwab Strategic TRSCHH
Share
0.4%
Value
$870,477
Shares
36,760
Held
Berkshire HathawayBRK-B
Share
0.4%
Value
$865,174
Shares
1,729
+14%
Schwab Strategic TRSCHZ
Share
0.4%
Value
$836,913
Shares
36,183
Held
Ishares TRICVT
Share
0.3%
Value
$807,045
Shares
6,629
Held
Advanced Micro DevicesAMD
Share
0.3%
Value
$764,478
Shares
1,316
+5%
Spdr Index SHS FDSSPDW
Share
0.3%
Value
$731,937
Shares
14,525
-3%
CaterpillarCAT
Share
0.3%
Value
$722,002
Shares
678
+7%
Lam ResearchLRCX
Share
0.3%
Value
$691,595
Shares
1,596
+7%
Spdr Index SHS FDSRWX
Share
0.3%
Value
$689,997
Shares
25,546
Held
Invesco Exch Traded FD TR IIPGX
Share
0.3%
Value
$680,304
Shares
62,759
+16%
Schwab Strategic TRSCHB
Share
0.3%
Value
$639,213
Shares
22,072
-12%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$633,896
Shares
4,636
+8%
Johnson & JohnsonJNJ
Share
0.3%
Value
$628,830
Shares
2,476
+18%
Vanguard Index FDSVV
Share
0.3%
Value
$609,065
Shares
1,771
Held
Applied MaterialsAMAT
Share
0.3%
Value
$593,583
Shares
821
+10%
WalmartWMT
Share
0.2%
Value
$574,908
Shares
5,076
+13%
VisaV
Share
0.2%
Value
$574,333
Shares
1,674
+13%
J P Morgan Exchange Traded FJMST
Share
0.2%
Value
$555,900
Shares
10,900
Held
KLAKLAC
Share
0.2%
Value
$538,854
Shares
1,786
+4%
Costco WholesaleCOST
Share
0.2%
Value
$487,380
Shares
521
+8%
AbbVieABBV
Share
0.2%
Value
$483,712
Shares
1,922
+12%
MastercardMA
Share
0.2%
Value
$462,240
Shares
900
+9%
Ssga Active ETF TRSRLN
Share
0.2%
Value
$443,351
Shares
11,004
Held
Cisco SystemsCSCO
Share
0.2%
Value
$437,891
Shares
3,728
+14%
General ElectricGE
Share
0.2%
Value
$421,941
Shares
1,129
Held
Coca-ColaKO
Share
0.2%
Value
$418,378
Shares
5,148
+27%
IntelINTC
Share
0.2%
Value
$414,561
Shares
2,969
New
Coinbase GlobalCOIN
Share
0.2%
Value
$408,455
Shares
2,794
-51%
ASML Holding NVASML
Share
0.2%
Value
$401,867
Shares
202
+29%
Procter & GamblePG
Share
0.2%
Value
$392,409
Shares
2,676
+65%
Philip Morris InternationalPM
Share
0.2%
Value
$357,116
Shares
1,974
+34%
ChevronCVX
Share
0.2%
Value
$354,425
Shares
2,138
+6%
RTXRTX
Share
0.2%
Value
$354,416
Shares
1,868
+4%
Home DepotHD
Share
0.1%
Value
$344,921
Shares
978
Held
Ishares TRTIP
Share
0.1%
Value
$338,975
Shares
3,098
Held
AmphenolAPH
Share
0.1%
Value
$327,074
Shares
1,855
+16%
Northern Dynasty MineralsNAK
Share
0.1%
Value
$322,944
Shares
168,200
Held
Vanguard Star FDSVXUS
Share
0.1%
Value
$318,878
Shares
3,730
-42%
MerckMRK
Share
0.1%
Value
$311,998
Shares
2,428
+22%
Goldman Sachs GroupGS
Share
0.1%
Value
$310,491
Shares
307
+13%
Bank of AmericaBAC
Share
0.1%
Value
$308,946
Shares
5,422
+11%
Vanguard Index FDSVB
Share
0.1%
Value
$306,151
Shares
1,010
Held
Morgan StanleyMS
Share
0.1%
Value
$296,001
Shares
1,416
New
LindeLIN
Share
0.1%
Value
$287,493
Shares
554
+9%
UnitedHealth GroupUNH
Share
0.1%
Value
$285,200
Shares
686
New
Williams CompaniesWMB
Share
0.1%
Value
$284,722
Shares
3,830
+4%
Analog DevicesADI
Share
0.1%
Value
$282,785
Shares
712
+11%
GE VernovaGEV
Share
0.1%
Value
$279,617
Shares
238
New
OracleORCL
Share
0.1%
Value
$278,298
Shares
1,899
+23%
Vanguard Index FDSVO
Share
0.1%
Value
$277,778
Shares
3,448
-16%
NetflixNFLX
Share
0.1%
Value
$274,747
Shares
3,848
+9%
Palantir TechnologiesPLTR
Share
0.1%
Value
$270,674
Shares
2,320
+15%
Ishares TRUSRT
Share
0.1%
Value
$268,934
Shares
4,047
Held
Wells Fargo & CompanyWFC
Share
0.1%
Value
$263,126
Shares
3,184
+13%
Palo Alto NetworksPANW
Share
0.1%
Value
$262,244
Shares
769
New
BlackstoneBX
Share
0.1%
Value
$246,872
Shares
2,098
+5%

Company	Share of fund	Value	Shares	Change
Ishares TRITOT	11.6%	$27m	165,712	+3%
Vanguard BD Index FDSBND	11.1%	$26m	355,334	+5%
Vanguard Tax-Managed FDSVEA	10.5%	$25m	345,857	+6%
Vanguard Charlotte FDSBNDX	4.3%	$10m	206,915	Held
Vanguard Intl Equity Index FVWO	4.2%	$10m	164,003	Held
Ishares TRIVV	3.5%	$8m	10,932	Held
Invesco Exchange Traded FD TPSP	3.5%	$8m	146,352	+11%
Vanguard Index FDSVNQ	3.0%	$7m	72,104	+11%
Ishares TRMUB	2.7%	$6m	58,503	+2%
Vanguard Intl Equity Index FVSS	2.1%	$5m	32,550	Held
Ishares TRIAGG	2.1%	$5m	98,770	+7%
AppleAAPL	2.1%	$5m	17,119	+11%
NvidiaNVDA	2.1%	$5m	24,252	+12%
Spdr Series TrustCWB	1.5%	$4m	33,296	+10%
Ishares TRIEFA	1.5%	$4m	36,347	Held
Ishares TRPFF	1.5%	$3m	111,820	+11%
MicrosoftMSFT	1.4%	$3m	8,870	+13%
Vanguard Intl Equity Index FVNQI	1.3%	$3m	68,569	+14%
Vanguard BD Index FDSBSV	1.3%	$3m	39,118	+3%
Ishares TRAGG	1.2%	$3m	27,449	-5%
Schwab Strategic TRSCHP	1.0%	$2m	90,263	Held
Spdr Series TrustFLRN	1.0%	$2m	77,013	Held
AlphabetGOOGL	1.0%	$2m	6,417	+10%
Amazon.comAMZN	1.0%	$2m	9,380	+8%
Invesco Actvely Mngd ETC FDPDBC	0.9%	$2m	125,902	Held
BroadcomAVGO	0.8%	$2m	5,200	+11%
Ishares U S ETF TRCOMT	0.8%	$2m	62,373	Held
AlphabetGOOG	0.8%	$2m	5,338	+11%
Invesco Exch Traded FD TR IIBKLN	0.8%	$2m	87,962	+4%
IsharesIEMG	0.7%	$2m	20,664	Held
Ishares TREMB	0.6%	$1m	15,161	+2%
Vanguard Index FDSVTI	0.6%	$1m	3,950	Held
Ishares TRIWN	0.6%	$1m	6,552	+3%
TeslaTSLA	0.5%	$1m	2,960	+6%
Spdr Series TrustJNK	0.5%	$1m	12,739	+3%
Eli LillyLLY	0.5%	$1m	1,021	+10%
Meta PlatformsMETA	0.5%	$1m	2,135	+12%
Ishares U S ETF TRNEAR	0.5%	$1m	22,844	+3%
Ishares TRSCZ	0.5%	$1m	13,967	Held
Vanguard MUN BD FDSVTEB	0.5%	$1m	21,809	Held
Micron TechnologyMU	0.4%	$1m	900	-4%
JPMorgan ChaseJPM	0.4%	$968,897	2,960	+9%
Taiwan Semiconductor ManufacturingTSM	0.4%	$908,816	1,903	+32%
Ishares TRSUB	0.4%	$884,512	8,308	+3%
Schwab Strategic TRSCHH	0.4%	$870,477	36,760	Held
Berkshire HathawayBRK-B	0.4%	$865,174	1,729	+14%
Schwab Strategic TRSCHZ	0.4%	$836,913	36,183	Held
Ishares TRICVT	0.3%	$807,045	6,629	Held
Advanced Micro DevicesAMD	0.3%	$764,478	1,316	+5%
Spdr Index SHS FDSSPDW	0.3%	$731,937	14,525	-3%
CaterpillarCAT	0.3%	$722,002	678	+7%
Lam ResearchLRCX	0.3%	$691,595	1,596	+7%
Spdr Index SHS FDSRWX	0.3%	$689,997	25,546	Held
Invesco Exch Traded FD TR IIPGX	0.3%	$680,304	62,759	+16%
Schwab Strategic TRSCHB	0.3%	$639,213	22,072	-12%
ExxonMobil HoldingsXOM	0.3%	$633,896	4,636	+8%
Johnson & JohnsonJNJ	0.3%	$628,830	2,476	+18%
Vanguard Index FDSVV	0.3%	$609,065	1,771	Held
Applied MaterialsAMAT	0.3%	$593,583	821	+10%
WalmartWMT	0.2%	$574,908	5,076	+13%
VisaV	0.2%	$574,333	1,674	+13%
J P Morgan Exchange Traded FJMST	0.2%	$555,900	10,900	Held
KLAKLAC	0.2%	$538,854	1,786	+4%
Costco WholesaleCOST	0.2%	$487,380	521	+8%
AbbVieABBV	0.2%	$483,712	1,922	+12%
MastercardMA	0.2%	$462,240	900	+9%
Ssga Active ETF TRSRLN	0.2%	$443,351	11,004	Held
Cisco SystemsCSCO	0.2%	$437,891	3,728	+14%
General ElectricGE	0.2%	$421,941	1,129	Held
Coca-ColaKO	0.2%	$418,378	5,148	+27%
IntelINTC	0.2%	$414,561	2,969	New
Coinbase GlobalCOIN	0.2%	$408,455	2,794	-51%
ASML Holding NVASML	0.2%	$401,867	202	+29%
Procter & GamblePG	0.2%	$392,409	2,676	+65%
Philip Morris InternationalPM	0.2%	$357,116	1,974	+34%
ChevronCVX	0.2%	$354,425	2,138	+6%
RTXRTX	0.2%	$354,416	1,868	+4%
Home DepotHD	0.1%	$344,921	978	Held
Ishares TRTIP	0.1%	$338,975	3,098	Held
AmphenolAPH	0.1%	$327,074	1,855	+16%
Northern Dynasty MineralsNAK	0.1%	$322,944	168,200	Held
Vanguard Star FDSVXUS	0.1%	$318,878	3,730	-42%
MerckMRK	0.1%	$311,998	2,428	+22%
Goldman Sachs GroupGS	0.1%	$310,491	307	+13%
Bank of AmericaBAC	0.1%	$308,946	5,422	+11%
Vanguard Index FDSVB	0.1%	$306,151	1,010	Held
Morgan StanleyMS	0.1%	$296,001	1,416	New
LindeLIN	0.1%	$287,493	554	+9%
UnitedHealth GroupUNH	0.1%	$285,200	686	New
Williams CompaniesWMB	0.1%	$284,722	3,830	+4%
Analog DevicesADI	0.1%	$282,785	712	+11%
GE VernovaGEV	0.1%	$279,617	238	New
OracleORCL	0.1%	$278,298	1,899	+23%
Vanguard Index FDSVO	0.1%	$277,778	3,448	-16%
NetflixNFLX	0.1%	$274,747	3,848	+9%
Palantir TechnologiesPLTR	0.1%	$270,674	2,320	+15%
Ishares TRUSRT	0.1%	$268,934	4,047	Held
Wells Fargo & CompanyWFC	0.1%	$263,126	3,184	+13%
Palo Alto NetworksPANW	0.1%	$262,244	769	New
BlackstoneBX	0.1%	$246,872	2,098	+5%

Showing the largest 100 of 109.

Over time and by industry

Value over time

Sep '25

Jun '26

Value is up 15.2% since 30 June 2025.

Where the money is

Technology9.8%

Media & telecom2.4%

Financial services2.2%

Retail & consumer1.6%

Health care1.3%

Everyday goods1.0%

Industrials0.9%

Energy0.5%

Materials0.3%

Other80.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.