Institutional Manager · CIK 0001922281
Aletheian Wealth Advisors LLC
Bellevue, WA · File #028-22408
Latest AUM
$215.2M
Positions
101
Top-10 Concentration
61.5%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 2025101 pos · $215.2M
- 13F HOLDINGS REPORTQ/E Jun 2025100 pos · $203.3M
- 13F HOLDINGS REPORTQ/E Mar 202595 pos · $177.9M
- 13F HOLDINGS REPORTQ/E Dec 202477 pos · $169.1M
- 13F HOLDINGS REPORTQ/E Sep 202482 pos · $171.2M
- 13F HOLDINGS REPORTQ/E Jun 202486 pos · $189.8M
- 13F HOLDINGS REPORTQ/E Mar 202483 pos · $184.3M
- 13F HOLDINGS REPORTQ/E Dec 202375 pos · $130.4M
- 13F HOLDINGS REPORTQ/E Sep 202379 pos · $146.0M
- 13F HOLDINGS REPORTQ/E Jun 202363 pos · $113.2M
- 13F HOLDINGS REPORTQ/E Mar 202382 pos · $115.9M
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287150 | 179,143 | $26.1M | 13.18% |
| 2 | VANGUARD BD INDEX FDS | 921937835 | 299,241 | $22.3M | 11.24% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 360,830 | $21.6M | 10.92% |
| 4 | VANGUARD CHARLOTTE FDS | 92203J407 | 197,956 | $9.8M | 4.95% |
| 5 | VANGUARD INTL EQUITY INDEX F | 922042858 | 168,551 | $9.1M | 4.61% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 122,142 | $8.4M | 4.26% |
| 7 | ISHARES TR | 464287200 | 11,986 | $8.0M | 4.05% |
| 8 | VANGUARD INDEX FDS | 922908553 | 66,807 | $6.1M | 3.08% |
| 9 | ISHARES TR | 464288414 | 51,663 | $5.5M | 2.78% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042718 | 33,085 | $4.7M | 2.38% |
| 11 | MICROSOFT CORP | MSFT | 8,822 | $4.6M | 2.31% |
| 12 | APPLE INC | AAPL | 17,822 | $4.5M | 2.29% |
| 13 | NVIDIA CORPORATION | NVDA | 23,650 | $4.4M | 2.23% |
| 14 | ISHARES TR | 46435G672 | 84,914 | $4.4M | 2.20% |
| 15 | ISHARES TR | 464288687 | 104,917 | $3.3M | 1.68% |
| 16 | ISHARES TR | 46432F842 | 37,548 | $3.3M | 1.66% |
| 17 | ISHARES TR | 464287226 | 32,426 | $3.3M | 1.64% |
| 18 | SPDR SERIES TRUST | 78464A359 | 33,586 | $3.0M | 1.54% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042676 | 62,352 | $3.0M | 1.50% |
| 20 | VANGUARD BD INDEX FDS | 921937827 | 35,073 | $2.8M | 1.40% |