13F HOLDINGS REPORT
Aletheian Wealth Advisors LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0002085853-25-000252
Total Value
$215.2M
Positions
101
Other Managers
0
Confidential Omitted
No
Holdings (101)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 179,143 | $26.1M | 12.13% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 299,241 | $22.3M | 10.34% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 360,830 | $21.6M | 10.05% |
| 4 | VANGUARD CHARLOTTE FDS | 92203J407 | 197,956 | $9.8M | 4.55% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042858 | 168,551 | $9.1M | 4.24% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 122,142 | $8.4M | 3.92% |
| 7 | ISHARES TR | 464287200 | 11,986 | $8.0M | 3.73% |
| 8 | VANGUARD INDEX FDS | 922908553 | 66,807 | $6.1M | 2.84% |
| 9 | ISHARES TR | 464288414 | 51,663 | $5.5M | 2.56% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042718 | 33,085 | $4.7M | 2.19% |
| 11 | MICROSOFT CORP | MSFT | 8,822 | $4.6M | 2.12% |
| 12 | APPLE INC | AAPL | 17,822 | $4.5M | 2.11% |
| 13 | NVIDIA CORPORATION | NVDA | 23,650 | $4.4M | 2.05% |
| 14 | ISHARES TR | 46435G672 | 84,914 | $4.4M | 2.02% |
| 15 | ISHARES TR | 464288687 | 104,917 | $3.3M | 1.54% |
| 16 | ISHARES TR | 46432F842 | 37,548 | $3.3M | 1.52% |
| 17 | ISHARES TR | 464287226 | 32,426 | $3.3M | 1.51% |
| 18 | SPDR SERIES TRUST | 78464A359 | 33,586 | $3.0M | 1.41% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042676 | 62,352 | $3.0M | 1.38% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 35,073 | $2.8M | 1.29% |
| 21 | COINBASE GLOBAL INC | COIN | 7,978 | $2.7M | 1.25% |
| 22 | SCHWAB STRATEGIC TR | 808524870 | 83,397 | $2.2M | 1.04% |
| 23 | SPDR SERIES TRUST | 78468R200 | 69,063 | $2.1M | 0.99% |
| 24 | AMAZON COM INC | AMZN | 9,531 | $2.1M | 0.97% |
| 25 | BROADCOM INC | AVGO | 5,185 | $1.7M | 0.79% |
| 26 | INVESCO ACTVELY MNGD ETC FD | IVZ | 124,867 | $1.7M | 0.78% |
| 27 | INVESCO EXCH TRADED FD TR II | IVZ | 80,077 | $1.7M | 0.78% |
| 28 | ISHARES U S ETF TR | 46431W853 | 61,275 | $1.6M | 0.76% |
| 29 | META PLATFORMS INC | META | 2,087 | $1.5M | 0.71% |
| 30 | ALPHABET INC | GOOG | 6,304 | $1.5M | 0.71% |
| 31 | VANGUARD MUN BD FDS | 922907746 | 29,448 | $1.5M | 0.69% |
| 32 | ISHARES INC | 46434G103 | 20,979 | $1.4M | 0.64% |
| 33 | VANGUARD INDEX FDS | 922908769 | 4,198 | $1.4M | 0.64% |
| 34 | ISHARES TR | 464288281 | 14,432 | $1.4M | 0.64% |
| 35 | TESLA INC | TSLA | 3,058 | $1.4M | 0.63% |
| 36 | ALPHABET INC | GOOG | 5,204 | $1.3M | 0.59% |
| 37 | ISHARES TR | 464287630 | 6,651 | $1.2M | 0.55% |
| 38 | SPDR SERIES TRUST | 78468R622 | 11,612 | $1.1M | 0.53% |
| 39 | ISHARES U S ETF TR | 46431W507 | 21,571 | $1.1M | 0.51% |
| 40 | ISHARES TR | 464288273 | 14,055 | $1.1M | 0.50% |
| 41 | JPMORGAN CHASE & CO. | VYLD | 2,994 | $944,397 | 0.44% |
| 42 | SPDR INDEX SHS FDS | 78463X863 | 30,823 | $857,188 | 0.40% |
| 43 | SCHWAB STRATEGIC TR | 808524847 | 39,568 | $853,482 | 0.40% |
| 44 | SCHWAB STRATEGIC TR | 808524839 | 36,179 | $849,121 | 0.39% |
| 45 | SPDR INDEX SHS FDS | 78463X889 | 19,604 | $838,842 | 0.39% |
| 46 | ISHARES TR | 464288158 | 7,841 | $837,221 | 0.39% |
| 47 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,652 | $830,526 | 0.39% |
| 48 | ELI LILLY & CO | LLY | 1,010 | $770,630 | 0.36% |
| 49 | ISHARES TR | 46435G102 | 6,944 | $694,747 | 0.32% |
| 50 | SCHWAB STRATEGIC TR | 808524102 | 25,862 | $664,919 | 0.31% |
| 51 | INVESCO EXCH TRADED FD TR II | IVZ | 55,348 | $642,038 | 0.30% |
| 52 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 12,290 | $627,282 | 0.29% |
| 53 | VISA INC | V | 1,738 | $593,318 | 0.28% |
| 54 | EXXON MOBIL CORP | XOM | 4,873 | $549,482 | 0.26% |
| 55 | VANGUARD INDEX FDS | 922908637 | 1,771 | $545,220 | 0.25% |
| 56 | MASTERCARD INCORPORATED | MA | 948 | $539,232 | 0.25% |
| 57 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,870 | $522,272 | 0.24% |
| 58 | WALMART INC | WMT | 4,967 | $511,899 | 0.24% |
| 59 | COSTCO WHSL CORP NEW | 22160K105 | 535 | $495,212 | 0.23% |
| 60 | ORACLE CORP | ORCL-PD | 1,721 | $483,902 | 0.22% |
| 61 | VANGUARD STAR FDS | 921909768 | 6,475 | $475,654 | 0.22% |
| 62 | HOME DEPOT INC | HD | 1,141 | $462,322 | 0.21% |
| 63 | PALANTIR TECHNOLOGIES INC | PLTR | 2,345 | $427,775 | 0.20% |
| 64 | ABBVIE INC | ABBV | 1,844 | $427,015 | 0.20% |
| 65 | PROCTER AND GAMBLE CO | 742718109 | 2,764 | $424,689 | 0.20% |
| 66 | JOHNSON & JOHNSON | JNJ | 2,238 | $414,970 | 0.19% |
| 67 | SSGA ACTIVE ETF TR | 78467V608 | 9,812 | $407,983 | 0.19% |
| 68 | NETFLIX INC | NFLX | 338 | $405,235 | 0.19% |
| 69 | VANGUARD INDEX FDS | 922908629 | 1,366 | $401,249 | 0.19% |
| 70 | BLACKSTONE INC | BX | 2,099 | $358,614 | 0.17% |
| 71 | ISHARES TR | 464287176 | 3,011 | $334,935 | 0.16% |
| 72 | CATERPILLAR INC | CAT | 699 | $333,528 | 0.16% |
| 73 | GE AEROSPACE | 369604301 | 1,096 | $329,699 | 0.15% |
| 74 | COCA COLA CO | KO | 4,898 | $324,835 | 0.15% |
| 75 | RTX CORPORATION | RTX | 1,768 | $295,839 | 0.14% |
| 76 | LINDE PLC | LIN | 613 | $291,175 | 0.14% |
| 77 | BANK AMERICA CORP | 060505104 | 5,623 | $290,091 | 0.13% |
| 78 | CHEVRON CORP NEW | CVX | 1,819 | $282,501 | 0.13% |
| 79 | UNITEDHEALTH GROUP INC | UNH | 810 | $279,758 | 0.13% |
| 80 | PHILIP MORRIS INTL INC | 718172109 | 1,680 | $272,496 | 0.13% |
| 81 | WELLS FARGO CO NEW | 949746101 | 3,236 | $271,242 | 0.13% |
| 82 | MCDONALDS CORP | MCD | 853 | $259,218 | 0.12% |
| 83 | VANGUARD INDEX FDS | 922908751 | 1,000 | $254,280 | 0.12% |
| 84 | CISCO SYS INC | CSCO | 3,637 | $248,844 | 0.12% |
| 85 | GOLDMAN SACHS GROUP INC | GSCE | 303 | $241,294 | 0.11% |
| 86 | ISHARES TR | 464288521 | 4,048 | $237,707 | 0.11% |
| 87 | WILLIAMS COS INC | 969457100 | 3,670 | $232,495 | 0.11% |
| 88 | INTERNATIONAL BUSINESS MACHS | INTR | 813 | $229,396 | 0.11% |
| 89 | LAM RESEARCH CORP | LRCX | 1,667 | $223,211 | 0.10% |
| 90 | INTUIT | INTU | 325 | $221,946 | 0.10% |
| 91 | ADVANCED MICRO DEVICES INC | AMD | 1,325 | $214,372 | 0.10% |
| 92 | ABBOTT LABS | ABLZF | 1,588 | $212,697 | 0.10% |
| 93 | AMPHENOL CORP NEW | 032095101 | 1,698 | $210,128 | 0.10% |
| 94 | AT&T INC | T-PC | 7,269 | $205,277 | 0.10% |
| 95 | SALESFORCE INC | CRM | 862 | $204,294 | 0.09% |
| 96 | MORGAN STANLEY | MS-PQ | 1,274 | $202,515 | 0.09% |
| 97 | NORTHERN DYNASTY MINERALS LT | 66510M204 | 168,200 | $201,840 | 0.09% |
| 98 | MERCK & CO INC | MRK | 2,401 | $201,516 | 0.09% |
| 99 | CAPITAL ONE FINL CORP | 14040H105 | 942 | $200,250 | 0.09% |
| 100 | BANCO SANTANDER S.A. | BCDRF | 10,496 | $109,998 | 0.05% |
| 101 | LLOYDS BANKING GROUP PLC | LLOBF | 12,307 | $55,874 | 0.03% |