Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aletheian Wealth Advisors LLC (CIK 1922281) reported $205.2M across 97 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($25.0M, 12.20%), ITOT ($23.0M, 11.20%), VEA ($20.9M, 10.17%), BNDX ($9.9M, 4.81%), VWO ($9.0M, 4.37%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $25.0M | 12.20% | 339,926 | Added |
| 2 | ITOT | ISHARES TR | $23.0M | 11.20% | 161,336 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $20.9M | 10.17% | 325,489 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $9.9M | 4.81% | 205,265 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $9.0M | 4.37% | 166,005 | Trimmed |
| 6 | PSP | INVESCO EXCHANGE TRADED FD T | $7.4M | 3.62% | 131,579 | Added |
| 7 | IVV | ISHARES TR | $7.2M | 3.49% | 10,953 | Trimmed |
| 8 | MUB | ISHARES TR | $6.1M | 2.97% | 57,317 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $5.7M | 2.80% | 64,763 | Trimmed |
| 10 | VSS | VANGUARD INTL EQUITY INDEX F | $4.7M | 2.30% | 32,316 | Trimmed |
| 11 | IAGG | ISHARES TR | $4.6M | 2.25% | 92,425 | Added |
| 12 | AAPL | APPLE INC | $3.9M | 1.90% | 15,368 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $3.8M | 1.84% | 21,626 | Trimmed |
| 14 | IEFA | ISHARES TR | $3.3M | 1.63% | 36,998 | Trimmed |
| 15 | PFF | ISHARES TR | $3.0M | 1.48% | 100,372 | Trimmed |
| 16 | BSV | VANGUARD BD INDEX FDS | $3.0M | 1.46% | 38,109 | Added |
| 17 | MSFT | MICROSOFT CORP | $2.9M | 1.41% | 7,831 | Trimmed |
| 18 | AGG | ISHARES TR | $2.9M | 1.39% | 28,788 | Trimmed |
| 19 | CWB | SPDR SERIES TRUST | $2.8M | 1.36% | 30,377 | Trimmed |
| 20 | VNQI | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.31% | 60,252 | Trimmed |
| 21 | SCHP | SCHWAB STRATEGIC TR | $2.4M | 1.16% | 89,245 | Added |
| 22 | FLRN | SPDR SERIES TRUST | $2.3M | 1.14% | 75,680 | Added |
| 23 | PDBC | INVESCO ACTVELY MNGD ETC FD | $2.2M | 1.08% | 127,736 | Added |
| 24 | COMT | ISHARES U S ETF TR | $2.1M | 1.02% | 61,689 | Added |
| 25 | AMZN | AMAZON COM INC | $1.8M | 0.88% | 8,707 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31