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Disclosery

13F-HR filed by Aletheian Wealth Advisors LLC

Aletheian Wealth Advisors LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-07, with 100 holding rows worth $203,277,235.

Accession
0001667731-25-000729
Filer
CIK 1922281
Filed
2025-07-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 100 entries on the cover page, a total value of $203,277,235 stated on the cover page (in dollars after the unit check, H1), rows summing to $203,277,235 with VALUE read as dollars as filed, 13F file number 028-22408. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares Core S&P Total U.S. Stock Market ETF464287150SHS180,899$24,428,600dollars as filed
Vanguard Total Bond Market ETF921937835SHS299,776$22,072,485dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS362,391$20,659,937dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS200,915$9,947,285dollars as filed
VWO922042858SHS166,827$8,251,275dollars as filed
INVESCO EXCHANGE TRADED FD T46137V118GBL LISTED PVT119,663$8,238,795dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS12,009$7,456,513dollars as filed
Vanguard Real Estate922908553SHS64,249$5,722,061dollars as filed
ISHARES TR464288414NATIONAL MUN ETF47,761$4,990,069dollars as filed
Microsoft Corp594918104COM8,947$4,450,356dollars as filed
Vanguard FTSE All-World ex-US Small-Cap ETF922042718SHS32,634$4,385,737dollars as filed
NVIDIA Corp67066G104COM24,553$3,879,128dollars as filed
Apple Inc037833100COM18,076$3,708,653dollars as filed
ISHARES TR46435G672CORE INTL AGGR68,246$3,486,688dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS32,426$3,216,681dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS37,548$3,134,507dollars as filed
ISHARES TR464288687COM100,195$3,073,990dollars as filed
VANGUARD INTL EQUITY INDEX F922042676COM61,700$2,847,459dollars as filed
COINBASE GLOBAL INC COM CL A19260Q107Stock8,005$2,805,672dollars as filed
Vanguard Short-Term Bond ETF921937827SHS34,990$2,753,705dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF33,312$2,753,575dollars as filed
Amazon.com, Inc023135106COM9,639$2,114,700dollars as filed
Schwab US TIPS ETF808524870SHS78,473$2,093,638dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS64,064$1,975,100dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF34,071$1,670,501dollars as filed
INVESCO ACTVELY MNGD ETC FD46090F100OPTIMUM YIELD121,688$1,586,802dollars as filed
META PLATFORMS INC CL A30303M102COM2,135$1,575,822dollars as filed
INVESCO EXCH TRADED FD TR II46138G508SR LN ETF74,672$1,562,139dollars as filed
iShares U.S. ETF Trust iShares GSCI Commodity Dynamic Roll Strategy ETF46431W853SHS59,518$1,538,540dollars as filed
Broadcom Inc.11135F101COM5,356$1,476,381dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS21,356$1,281,976dollars as filed
VTI922908769COM4,199$1,276,202dollars as filed
ISHARES TR464288281JPMORGAN USD EMG13,552$1,255,205dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM6,444$1,135,626dollars as filed
ISHARES U S ETF TR46431W507SHOR DURA BD ETF22,007$1,124,536dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y11,533$1,121,854dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF6,682$1,054,109dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF14,401$1,046,666dollars as filed
Tesla Motors, Inc88160R101COM3,093$982,522dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,342$947,617dollars as filed
JPMorgan Chase & Co46625H100COM3,053$885,095dollars as filed
Schwab US REIT ETF808524847SHS40,588$858,842dollars as filed
SPDR INDEX SHS FDS78463X863ST DOW INTL ETF31,043$850,578dollars as filed
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158ETF7,922$842,385dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B36,180$840,823dollars as filed
Berkshire Hathaway Inc084670702COM1,676$814,151dollars as filed
Eli Lilly and Company532457108COM1,020$795,121dollars as filed
SPDW78463X889COM19,604$793,753dollars as filed
ISHARES TR46435G102CONV BD ETF7,058$635,926dollars as filed
Visa Inc92826C839COM1,758$624,178dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF12,240$623,261dollars as filed
Schwab U.S. Broad Market ETF808524102SHS25,860$616,250dollars as filed
INVESCO EXCH TRADED FD TR II46138E511PFD ETF55,082$613,064dollars as filed
MasterCard, Inc57636Q104COM962$540,586dollars as filed
EXXON MOBIL CORP30231G102COM4,963$535,061dollars as filed
Costco Wholesale Corporation22160K105COM535$529,618dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,771$505,266dollars as filed
Walmart Inc.931142103COM4,995$488,411dollars as filed
Netflix, Inc64110L106COM344$460,661dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS2,018$457,057dollars as filed
VANGUARD STAR FDS921909768COM6,475$447,358dollars as filed
Procter & Gamble Co742718109COM2,807$447,211dollars as filed
Oracle Corporation68389X105COM1,897$414,741dollars as filed
Home Depot, Inc437076102COM1,119$410,270dollars as filed
SSGA ACTIVE ETF TR78467V608BLACKSTONE SENR9,623$400,221dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,395$390,363dollars as filed
Coca-Cola Company191216100COM4,883$345,472dollars as filed
AbbVie,Inc.00287Y109COM1,855$344,370dollars as filed
Johnson & Johnson478160104COM2,248$343,382dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,506$341,618dollars as filed
iShares TIPS Bond ETF464287176SHS2,985$328,514dollars as filed
Philip Morris International Inc.718172109COM1,729$314,903dollars as filed
BLACKSTONE INC09260D107COM2,091$312,772dollars as filed
General Electric Company369604301COM1,128$290,336dollars as filed
Linde plcG54950103COM612$287,138dollars as filed
Caterpillar Inc.149123101COM711$276,017dollars as filed
Wells Fargo & Company949746101COM3,316$265,678dollars as filed
Raytheon Technologies Corporation75513E101COM1,807$263,858dollars as filed
Bank of America Corp060505104COM5,467$258,698dollars as filed
McDonalds Corporation580135101COM876$255,941dollars as filed
UnitedHealth Group Inc91324P102COM800$249,634dollars as filed
Intuit Inc.461202103COM316$248,891dollars as filed
Cisco Systems,Inc.17275R102COM3,586$248,797dollars as filed
International Business Machines Corporation459200101COM830$244,667dollars as filed
Vanguard Small-Cap ETF922908751SHS1,000$236,980dollars as filed
Salesforce.com, Inc79466L302COM859$234,241dollars as filed
WILLIAMS COS INC COM969457100Stock3,719$233,590dollars as filed
ISHARES TR464288521CRE U S REIT ETF4,048$228,963dollars as filed
Booking Holdings Inc.09857L108COM39$225,780dollars as filed
Goldman Sachs Group,Inc.38141G104COM312$220,818dollars as filed
Chevron Corporation166764100COM1,520$217,675dollars as filed
AT&T Inc00206R102COM7,512$217,397dollars as filed
Abbott Laboratories002824100COM1,549$210,679dollars as filed
SAP SE SPON ADR803054204ADR692$210,437dollars as filed
CAPITAL ONE FINL CORP14040H105COM982$208,930dollars as filed
Accenture Plc Class AG1151C101COM699$208,924dollars as filed
ServiceNow,Inc.81762P102COM203$208,700dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock109,200$146,328dollars as filed
BANCO SANTANDER SA ADR05964H105ADR10,642$88,329dollars as filed
LLOYDS BANKING GROUP PLC SPONSORED ADR539439109ADR13,040$55,420dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001667731-25-000729this filing2025-07-07acceptance time not in the bulk data set