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The Analysis of Aletheian Wealth Advisors LLC's Holdings & P&L

Currently, Aletheian Wealth Advisors LLC holds 97 types of securities in its portfolio with a total value $205.2M. In the most recent quarter, they have increased their positions in BND (+40.7K shares, valued at $3.0M), MUB (+5.7K shares, valued at $600.2K), N/A (+9.4K shares, valued at $533.4K); decreased their positions in ITOT (-17.8K shares, valued at $2.5M), VEA (-35.3K shares, valued at $2.3M), IVV (-1.0K shares, valued at $674.8K); initiated new positions in MU (+942 shares, valued at $318.2K), AMAT (+745 shares, valued at $254.6K), KLAC (+171 shares, valued at $251.8K).

1M P&L

+5.0M+2.48%

3M P&L

+5.9M+2.92%

HY P&L

+14.6M+7.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A162.0M

85.3%

2Semiconductors5.0M

2.6%

3Consumer Electronics3.9M

2.1%

Top Industries by Stock Count

1N/A44 stocks

51.2%

2Semiconductors5 stocks

5.8%

3Drug Manufacturers - General3 stocks

3.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS339.9K shares13.60%2026-03-312026-04-09

ITOT ISHARES TR161.3K shares-9.94%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS325.5K shares-9.79%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS205.3K shares3.69%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F166.0K shares-1.51%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T131.6K shares7.73%2026-03-312026-04-09

IVV ISHARES TR11.0K shares-8.62%2026-03-312026-04-09

MUB ISHARES TR57.3K shares10.94%2026-03-312026-04-09

Sponsored

VNQ VANGUARD INDEX FDS64.8K shares-3.06%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F32.3K shares-2.32%2026-03-312026-04-09

IAGG ISHARES TR92.4K shares8.85%2026-03-312026-04-09

AAPL APPLE INC15.4K shares-13.77%2026-03-312026-04-09

NVDA NVIDIA CORPORATION21.6K shares-8.56%2026-03-312026-04-09

IEFA ISHARES TR37.0K shares-1.46%2026-03-312026-04-09

PFF ISHARES TR100.4K shares-4.33%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS38.1K shares8.66%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP7.8K shares-11.23%2026-03-312026-04-09

AGG ISHARES TR28.8K shares-11.22%2026-03-312026-04-09

CWB SPDR SERIES TRUST30.4K shares-9.55%2026-03-312026-04-09

VNQI VANGUARD INTL EQUITY INDEX F60.3K shares-3.37%2026-03-312026-04-09

SCHP SCHWAB STRATEGIC TR89.2K shares7.01%2026-03-312026-04-09

FLRN SPDR SERIES TRUST75.7K shares9.58%2026-03-312026-04-09

PDBC INVESCO ACTVELY MNGD ETC FD127.7K shares2.30%2026-03-312026-04-09

COMT ISHARES U S ETF TR61.7K shares0.68%2026-03-312026-04-09

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AMZN AMAZON COM INC8.7K shares-8.65%2026-03-312026-04-09

BKLN INVESCO EXCH TRADED FD TR II84.7K shares5.78%2026-03-312026-04-09

ALPHABET INC ALPHABET INC5.9K shares-7.04%2026-03-312026-04-09

IEMG ISHARES INC20.9K shares-0.56%2026-03-312026-04-09

BROADCOM INC BROADCOM INC4.7K shares-9.55%2026-03-312026-04-09

EMB ISHARES TR14.8K shares2.90%2026-03-312026-04-09

ALPHABET INC ALPHABET INC4.8K shares-7.51%2026-03-312026-04-09

VTI VANGUARD INDEX FDS4.0K shares-5.31%2026-03-312026-04-09

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IWN ISHARES TR6.4K shares-4.29%2026-03-312026-04-09

SPDR SERIES TRUST SPDR SERIES TRUST12.3K shares6.05%2026-03-312026-04-09

NEAR ISHARES U S ETF TR22.3K shares3.29%2026-03-312026-04-09

SCZ ISHARES TR14.0K shares-0.63%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS21.8K shares-25.94%2026-03-312026-04-09

META META PLATFORMS INC1.9K shares-8.96%2026-03-312026-04-09

TSLA TESLA INC2.8K shares-8.73%2026-03-312026-04-09

COIN COINBASE GLOBAL INC5.7K shares-28.63%2026-03-312026-04-09

Sponsored

SUB ISHARES TR8.1K shares3.23%2026-03-312026-04-09

LLY ELI LILLY & CO930 shares-7.92%2026-03-312026-04-09

SCHZ SCHWAB STRATEGIC TR36.2K shares0.01%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO2.7K shares-8.98%2026-03-312026-04-09

SCHH SCHWAB STRATEGIC TR36.8K shares-7.09%2026-03-312026-04-09

XOM EXXON MOBIL CORP4.3K shares-12.03%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-8.60%2026-03-312026-04-09

ICVT ISHARES TR6.7K shares-3.56%2026-03-312026-04-09

Sponsored

SPDW SPDR INDEX SHS FDS14.9K shares-23.96%2026-03-312026-04-09

RWX SPDR INDEX SHS FDS25.5K shares-17.12%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR25.1K shares-2.91%2026-03-312026-04-09

PGX INVESCO EXCH TRADED FD TR II54.1K shares-2.22%2026-03-312026-04-09

WMT WALMART INC4.5K shares-9.30%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F10.7K shares-12.68%2026-03-312026-04-09

VV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON2.1K shares-6.21%2026-03-312026-04-09

Sponsored

VXUS VANGUARD STAR FDS6.5K shares0.00%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares-23.16%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION483 shares-9.72%2026-03-312026-04-09

CAT CATERPILLAR INC636 shares-9.01%2026-03-312026-04-09

V VISA INC1.5K shares-14.44%2026-03-312026-04-09

SRLN SSGA ACTIVE ETF TR11.0K shares12.15%2026-03-312026-04-09

CVX CHEVRON CORPORATION2.0K shares10.78%2026-03-312026-04-09

MA MASTERCARD INCORPORATED823 shares-13.19%2026-03-312026-04-09

Sponsored

ABBV ABBVIE INC1.7K shares-7.27%2026-03-312026-04-09

RTX RTX CORPORATION1.8K shares1.13%2026-03-312026-04-09

TIP ISHARES TR3.1K shares2.89%2026-03-312026-04-09

NFLX NETFLIX INC.3.5K shares940.83%2026-03-312026-04-09

HD HOME DEPOT INC989 shares-13.32%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE1.1K shares3.19%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares-10.44%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC942 sharesnew addition2026-03-312026-04-09

Sponsored

KO COCA COLA CO4.1K shares-17.19%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC2.0K shares-13.82%2026-03-312026-04-09

VO VANGUARD INDEX FDS1.0K shares-24.74%2026-03-312026-04-09

WMB WILLIAMS COS INC3.7K shares0.54%2026-03-312026-04-09

VB VANGUARD INDEX FDS1.0K shares1.40%2026-03-312026-04-09

AMAT APPLIED MATLS INC745 sharesnew addition2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC1.2K shares-5.74%2026-03-312026-04-09

CSCO CISCO SYS INC3.3K shares-10.17%2026-03-312026-04-09

Sponsored

LINDE PLC LINDE PLC508 shares-17.13%2026-03-312026-04-09

KLAC KLA CORP171 sharesnew addition2026-03-312026-04-09

PM PHILIP MORRIS INTL INC1.5K shares-12.14%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC2.0K shares-17.03%2026-03-312026-04-09

USRT ISHARES TR4.0K shares0.00%2026-03-312026-04-09

BAC BANK AMERICA CORP4.9K shares-13.21%2026-03-312026-04-09

NAK NORTHERN DYNASTY MINERALS LT168.2K shares0.00%2026-03-312026-04-09

PG PROCTER & GAMBLE CO1.6K shares-41.39%2026-03-312026-04-09

Sponsored

BLACKSTONE INC BLACKSTONE INC2.0K shares-4.81%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC271 shares-10.56%2026-03-312026-04-09

ORCL ORACLE CORP1.5K shares-10.34%2026-03-312026-04-09

MCD MCDONALDS CORP729 shares-14.54%2026-03-312026-04-09

WFC WELLS FARGO & CO2.8K shares-13.16%2026-03-312026-04-09

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-09

ASML ASML HLDG NV157 sharesnew addition2026-03-312026-04-09

ADI ANALOG DEVICES INC639 sharesnew addition2026-03-312026-04-09

Sponsored

APH AMPHENOL CORP1.6K shares-5.59%2026-03-312026-04-09

BND

VANGUARD BD INDEX FDS

13.60%

Shares339.9K

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR

-9.94%

Shares161.3K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

-9.79%

Shares325.5K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

3.69%

Shares205.3K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

-1.51%

Shares166.0K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

7.73%

Shares131.6K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-8.62%

Shares11.0K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

10.94%

Shares57.3K

Event2026-03-31

Filed2026-04-09

VNQ

VANGUARD INDEX FDS

-3.06%

Shares64.8K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

-2.32%

Shares32.3K

Event2026-03-31

Filed2026-04-09

IAGG

ISHARES TR

8.85%

Shares92.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-13.77%

Shares15.4K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-8.56%

Shares21.6K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

-1.46%

Shares37.0K

Event2026-03-31

Filed2026-04-09

PFF

ISHARES TR

-4.33%

Shares100.4K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

8.66%

Shares38.1K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

-11.23%

Shares7.8K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

-11.22%

Shares28.8K

Event2026-03-31

Filed2026-04-09

CWB

SPDR SERIES TRUST

-9.55%

Shares30.4K

Event2026-03-31

Filed2026-04-09

VNQI

VANGUARD INTL EQUITY INDEX F

-3.37%

Shares60.3K

Event2026-03-31

Filed2026-04-09

SCHP

SCHWAB STRATEGIC TR

7.01%

Shares89.2K

Event2026-03-31

Filed2026-04-09

FLRN

SPDR SERIES TRUST

9.58%

Shares75.7K

Event2026-03-31

Filed2026-04-09

PDBC

INVESCO ACTVELY MNGD ETC FD

2.30%

Shares127.7K

Event2026-03-31

Filed2026-04-09

COMT

ISHARES U S ETF TR

0.68%

Shares61.7K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-8.65%

Shares8.7K

Event2026-03-31

Filed2026-04-09

BKLN

INVESCO EXCH TRADED FD TR II

5.78%

Shares84.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-7.04%

Shares5.9K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-0.56%

Shares20.9K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

-9.55%

Shares4.7K

Event2026-03-31

Filed2026-04-09

EMB

ISHARES TR

2.90%

Shares14.8K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-7.51%

Shares4.8K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-5.31%

Shares4.0K

Event2026-03-31

Filed2026-04-09

IWN

ISHARES TR

-4.29%

Shares6.4K

Event2026-03-31

Filed2026-04-09

SPDR SERIES TRUST

6.05%

Shares12.3K

Event2026-03-31

Filed2026-04-09

NEAR

ISHARES U S ETF TR

3.29%

Shares22.3K

Event2026-03-31

Filed2026-04-09

SCZ

ISHARES TR

-0.63%

Shares14.0K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

-25.94%

Shares21.8K

Event2026-03-31

Filed2026-04-09