Sponsored

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

Currently, Aletheian Wealth Advisors LLC holds 109 types of securities in its portfolio with a total value $234.2M. In the most recent quarter, they have increased their positions in VEA (+20.4K shares, valued at $1.5M), BND (+15.4K shares, valued at $1.1M), PSP (+14.8K shares, valued at $822.9K); decreased their positions in COIN (-2.9K shares, valued at $424.0K), VXUS (-2.7K shares, valued at $234.7K), N/A (-1.3K shares, valued at $132.5K); initiated new positions in INTC (+3.0K shares, valued at $414.6K), MS (+1.4K shares, valued at $296.0K), N/A (+686 shares, valued at $285.2K).

1M P&L

+5.5M+2.67%

3M P&L

-1.2M-0.57%

HY P&L

+8.4M+4.15%

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/A171.5M

82.1%

2Semiconductors8.3M

4.0%

3Consumer Electronics5.0M

2.4%

Top Industries by Stock Count

1N/A43 stocks

48.3%

2Semiconductors6 stocks

6.7%

3Semiconductor Equipment & Materials3 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR165.7K shares2.71%2026-06-302026-07-09

BND VANGUARD BD INDEX FDS355.3K shares4.53%2026-06-302026-07-09

VEA VANGUARD TAX-MANAGED FDS345.9K shares6.26%2026-06-302026-07-09

BNDX VANGUARD CHARLOTTE FDS206.9K shares0.80%2026-06-302026-07-09

VWO VANGUARD INTL EQUITY INDEX F164.0K shares-1.21%2026-06-302026-07-09

ISHARES TR ISHARES TR10.9K shares-0.19%2026-06-302026-07-09

PSP INVESCO EXCHANGE TRADED FD T146.4K shares11.23%2026-06-302026-07-09

VNQ VANGUARD INDEX FDS72.1K shares11.34%2026-06-302026-07-09

Sponsored

MUB ISHARES TR58.5K shares2.07%2026-06-302026-07-09

VSS VANGUARD INTL EQUITY INDEX F32.5K shares0.72%2026-06-302026-07-09

IAGG ISHARES TR98.8K shares6.87%2026-06-302026-07-09

AAPL APPLE INC17.1K shares11.39%2026-06-302026-07-09

NVDA NVIDIA CORPORATION24.3K shares12.14%2026-06-302026-07-09

CWB SPDR SERIES TRUST33.3K shares9.61%2026-06-302026-07-09

ISHARES TR ISHARES TR36.3K shares-1.76%2026-06-302026-07-09

PFF ISHARES TR111.8K shares11.41%2026-06-302026-07-09

Sponsored

MSFT MICROSOFT CORP8.9K shares13.27%2026-06-302026-07-09

VNQI VANGUARD INTL EQUITY INDEX F68.6K shares13.80%2026-06-302026-07-09

BSV VANGUARD BD INDEX FDS39.1K shares2.65%2026-06-302026-07-09

ISHARES TR ISHARES TR27.4K shares-4.65%2026-06-302026-07-09

SCHP SCHWAB STRATEGIC TR90.3K shares1.14%2026-06-302026-07-09

FLRN SPDR SERIES TRUST77.0K shares1.76%2026-06-302026-07-09

GOOGL ALPHABET INC6.4K shares9.51%2026-06-302026-07-09

AMZN AMAZON COM INC9.4K shares7.73%2026-06-302026-07-09

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD125.9K shares-1.44%2026-06-302026-07-09

BROADCOM INC BROADCOM INC5.2K shares10.87%2026-06-302026-07-09

COMT ISHARES U S ETF TR62.4K shares1.11%2026-06-302026-07-09

GOOG ALPHABET INC5.3K shares10.91%2026-06-302026-07-09

BKLN INVESCO EXCH TRADED FD TR II88.0K shares3.84%2026-06-302026-07-09

IEMG ISHARES INC20.7K shares-0.94%2026-06-302026-07-09

EMB ISHARES TR15.2K shares2.09%2026-06-302026-07-09

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares-0.63%2026-06-302026-07-09

Sponsored

IWN ISHARES TR6.6K shares2.92%2026-06-302026-07-09

TSLA TESLA INC3.0K shares6.06%2026-06-302026-07-09

JNK SPDR SERIES TRUST12.7K shares3.44%2026-06-302026-07-09

LLY ELI LILLY & CO1.0K shares9.78%2026-06-302026-07-09

META PLATFORMS INC META PLATFORMS INC2.1K shares12.37%2026-06-302026-07-09

NEAR ISHARES U S ETF TR22.8K shares2.53%2026-06-302026-07-09

SCZ ISHARES TR14.0K shares0.00%2026-06-302026-07-09

VTEB VANGUARD MUN BD FDS21.8K shares0.00%2026-06-302026-07-09

Sponsored

MU MICRON TECHNOLOGY INC900 shares-4.46%2026-06-302026-07-09

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.0K shares8.62%2026-06-302026-07-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares32.43%2026-06-302026-07-09

SUB ISHARES TR8.3K shares2.64%2026-06-302026-07-09

SCHH SCHWAB STRATEGIC TR36.8K shares-0.01%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL1.7K shares14.50%2026-06-302026-07-09

SCHZ SCHWAB STRATEGIC TR36.2K shares0.00%2026-06-302026-07-09

ICVT ISHARES TR6.6K shares-1.02%2026-06-302026-07-09

Sponsored

AMD ADVANCED MICRO DEVICES INC1.3K shares5.36%2026-06-302026-07-09

SPDW SPDR INDEX SHS FDS14.5K shares-2.56%2026-06-302026-07-09

CAT CATERPILLAR INC678 shares6.60%2026-06-302026-07-09

LRCX LAM RESEARCH CORP1.6K shares6.90%2026-06-302026-07-09

RWX SPDR INDEX SHS FDS25.5K shares0.00%2026-06-302026-07-09

PGX INVESCO EXCH TRADED FD TR II62.8K shares15.97%2026-06-302026-07-09

SCHB SCHWAB STRATEGIC TR22.1K shares-12.10%2026-06-302026-07-09

EXXON MOBIL CORP EXXON MOBIL CORP4.6K shares8.14%2026-06-302026-07-09

Sponsored

JNJ JOHNSON & JOHNSON2.5K shares17.96%2026-06-302026-07-09

VV VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-09

APPLIED MATLS INC APPLIED MATLS INC821 shares10.20%2026-06-302026-07-09

WMT WALMART INC5.1K shares12.67%2026-06-302026-07-09

VISA INC VISA INC1.7K shares12.58%2026-06-302026-07-09

JMST J P MORGAN EXCHANGE TRADED F10.9K shares1.57%2026-06-302026-07-09

KLAC KLA CORP1.8K shares944.44%2026-06-302026-07-09

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION521 shares7.87%2026-06-302026-07-09

Sponsored

ABBVIE INC ABBVIE INC1.9K shares12.40%2026-06-302026-07-09

MASTERCARD INCORPORATED MASTERCARD INCORPORATED900 shares9.36%2026-06-302026-07-09

SRLN SSGA ACTIVE ETF TR11.0K shares0.00%2026-06-302026-07-09

CISCO SYS INC CISCO SYS INC3.7K shares14.11%2026-06-302026-07-09

GE GE AEROSPACE1.1K shares-0.18%2026-06-302026-07-09

KO COCA COLA CO5.1K shares26.92%2026-06-302026-07-09

INTC INTEL CORP3.0K sharesnew addition2026-06-302026-07-09

COIN COINBASE GLOBAL INC2.8K shares-50.93%2026-06-302026-07-09

Sponsored

ASML ASML HLDG NV202 shares28.66%2026-06-302026-07-09

PG PROCTER & GAMBLE CO2.7K shares65.19%2026-06-302026-07-09

PM PHILIP MORRIS INTL INC2.0K shares33.74%2026-06-302026-07-09

CVX CHEVRON CORPORATION2.1K shares6.10%2026-06-302026-07-09

RTX CORPORATION RTX CORPORATION1.9K shares4.47%2026-06-302026-07-09

HD HOME DEPOT INC978 shares-1.11%2026-06-302026-07-09

TIP ISHARES TR3.1K shares0.00%2026-06-302026-07-09

APH AMPHENOL CORP1.9K shares15.72%2026-06-302026-07-09

Sponsored

NAK NORTHERN DYNASTY MINERALS LT168.2K shares0.00%2026-06-302026-07-09

VXUS VANGUARD STAR FDS3.7K shares-42.39%2026-06-302026-07-09

MRK MERCK & CO INC2.4K shares21.89%2026-06-302026-07-09

GS GOLDMAN SACHS GROUP INC307 shares13.28%2026-06-302026-07-09

BAC BANK OF AMER CORP5.4K shares11.11%2026-06-302026-07-09

VB VANGUARD INDEX FDS1.0K shares-0.39%2026-06-302026-07-09

MS MORGAN STANLEY1.4K sharesnew addition2026-06-302026-07-09

LIN LINDE PLC554 shares9.06%2026-06-302026-07-09

Sponsored

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC686 sharesnew addition2026-06-302026-07-09

WMB WILLIAMS COS INC3.8K shares3.79%2026-06-302026-07-09

ADI ANALOG DEVICES INC712 shares11.42%2026-06-302026-07-09

GEV GE VERNOVA INC238 sharesnew addition2026-06-302026-07-09

ORACLE CORP ORACLE CORP1.9K shares23.07%2026-06-302026-07-09

VO VANGUARD INDEX FDS3.4K shares235.41%2026-06-302026-07-09

NETFLIX INC. NETFLIX INC.3.8K shares9.38%2026-06-302026-07-09

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.3K shares14.79%2026-06-302026-07-09

Sponsored

USRT ISHARES TR4.0K shares-0.02%2026-06-302026-07-09

WFC WELLS FARGO & CO3.2K shares13.31%2026-06-302026-07-09

PANW PALO ALTO NETWORKS INC769 sharesnew addition2026-06-302026-07-09

BX BLACKSTONE INC2.1K shares5.01%2026-06-302026-07-09

IBM INTERNATIONAL BUSINESS MACHS792 sharesnew addition2026-06-302026-07-09

WDC WESTERN DIGITAL CORP342 sharesnew addition2026-06-302026-07-09

GLW CORNING INC847 sharesnew addition2026-06-302026-07-09

C CITIGROUP INC1.5K sharesnew addition2026-06-302026-07-09

Sponsored

COHR COHERENT CORP534 sharesnew addition2026-06-302026-07-09

IWV ISHARES TR484 sharesnew addition2026-06-302026-07-09

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-09

BANCO SANTANDER SA BANCO SANTANDER SA10.5K sharesnew addition2026-06-302026-07-09

LYG LLOYDS BANKING GROUP PLC12.1K sharesnew addition2026-06-302026-07-09

ITOT

ISHARES TR

2.71%

Shares165.7K

Event2026-06-30

Filed2026-07-09

BND

VANGUARD BD INDEX FDS

4.53%

Shares355.3K

Event2026-06-30

Filed2026-07-09

VEA

VANGUARD TAX-MANAGED FDS

6.26%

Shares345.9K

Event2026-06-30

Filed2026-07-09

BNDX

VANGUARD CHARLOTTE FDS

0.80%

Shares206.9K

Event2026-06-30

Filed2026-07-09

VWO

VANGUARD INTL EQUITY INDEX F

-1.21%

Shares164.0K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-0.19%

Shares10.9K

Event2026-06-30

Filed2026-07-09

PSP

INVESCO EXCHANGE TRADED FD T

11.23%

Shares146.4K

Event2026-06-30

Filed2026-07-09

VNQ

VANGUARD INDEX FDS

11.34%

Shares72.1K

Event2026-06-30

Filed2026-07-09

MUB

ISHARES TR

2.07%

Shares58.5K

Event2026-06-30

Filed2026-07-09

VSS

VANGUARD INTL EQUITY INDEX F

0.72%

Shares32.5K

Event2026-06-30

Filed2026-07-09

IAGG

ISHARES TR

6.87%

Shares98.8K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

11.39%

Shares17.1K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

12.14%

Shares24.3K

Event2026-06-30

Filed2026-07-09

CWB

SPDR SERIES TRUST

9.61%

Shares33.3K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-1.76%

Shares36.3K

Event2026-06-30

Filed2026-07-09

PFF

ISHARES TR

11.41%

Shares111.8K

Event2026-06-30

Filed2026-07-09

MSFT

MICROSOFT CORP

13.27%

Shares8.9K

Event2026-06-30

Filed2026-07-09

VNQI

VANGUARD INTL EQUITY INDEX F

13.80%

Shares68.6K

Event2026-06-30

Filed2026-07-09

BSV

VANGUARD BD INDEX FDS

2.65%

Shares39.1K

Event2026-06-30

Filed2026-07-09

ISHARES TR

-4.65%

Shares27.4K

Event2026-06-30

Filed2026-07-09

SCHP

SCHWAB STRATEGIC TR

1.14%

Shares90.3K

Event2026-06-30

Filed2026-07-09

FLRN

SPDR SERIES TRUST

1.76%

Shares77.0K

Event2026-06-30

Filed2026-07-09

GOOGL

ALPHABET INC

9.51%

Shares6.4K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

7.73%

Shares9.4K

Event2026-06-30

Filed2026-07-09

PDBC

INVESCO ACTVELY MNGD ETC FD

-1.44%

Shares125.9K

Event2026-06-30

Filed2026-07-09

BROADCOM INC

10.87%

Shares5.2K

Event2026-06-30

Filed2026-07-09

COMT

ISHARES U S ETF TR

1.11%

Shares62.4K

Event2026-06-30

Filed2026-07-09

GOOG

ALPHABET INC

10.91%

Shares5.3K

Event2026-06-30

Filed2026-07-09

BKLN

INVESCO EXCH TRADED FD TR II

3.84%

Shares88.0K

Event2026-06-30

Filed2026-07-09

IEMG

ISHARES INC

-0.94%

Shares20.7K

Event2026-06-30

Filed2026-07-09

EMB

ISHARES TR

2.09%

Shares15.2K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-0.63%

Shares4.0K

Event2026-06-30

Filed2026-07-09

IWN

ISHARES TR

2.92%

Shares6.6K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

6.06%

Shares3.0K

Event2026-06-30

Filed2026-07-09

JNK

SPDR SERIES TRUST

3.44%

Shares12.7K

Event2026-06-30

Filed2026-07-09

LLY

ELI LILLY & CO

9.78%

Shares1.0K

Event2026-06-30

Filed2026-07-09

META PLATFORMS INC

12.37%

Shares2.1K

Event2026-06-30

Filed2026-07-09

NEAR

ISHARES U S ETF TR

2.53%

Shares22.8K

Event2026-06-30

Filed2026-07-09

SCZ

ISHARES TR

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-09

VTEB

VANGUARD MUN BD FDS

0.00%

Shares21.8K

Event2026-06-30

Filed2026-07-09

MICRON TECHNOLOGY INC

-4.46%

Shares900

Event2026-06-30

Filed2026-07-09

JPMORGAN CHASE & CO

8.62%

Shares3.0K

Event2026-06-30

Filed2026-07-09

TSM

TAIWAN SEMICONDUCTOR MANUFAC

32.43%

Shares1.9K

Event2026-06-30

Filed2026-07-09

SUB

ISHARES TR

2.64%

Shares8.3K

Event2026-06-30

Filed2026-07-09

SCHH

SCHWAB STRATEGIC TR

-0.01%

Shares36.8K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

14.50%

Shares1.7K

Event2026-06-30

Filed2026-07-09

SCHZ

SCHWAB STRATEGIC TR

0.00%

Shares36.2K

Event2026-06-30

Filed2026-07-09

ICVT

ISHARES TR

-1.02%

Shares6.6K

Event2026-06-30

Filed2026-07-09

AMD

ADVANCED MICRO DEVICES INC

5.36%

Shares1.3K

Event2026-06-30

Filed2026-07-09

SPDW

SPDR INDEX SHS FDS

-2.56%

Shares14.5K

Event2026-06-30

Filed2026-07-09

CAT

CATERPILLAR INC

6.60%

Shares678

Event2026-06-30

Filed2026-07-09

LRCX

LAM RESEARCH CORP

6.90%

Shares1.6K

Event2026-06-30

Filed2026-07-09

RWX

SPDR INDEX SHS FDS

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-09

PGX

INVESCO EXCH TRADED FD TR II

15.97%

Shares62.8K

Event2026-06-30

Filed2026-07-09

SCHB

SCHWAB STRATEGIC TR

-12.10%

Shares22.1K

Event2026-06-30

Filed2026-07-09

EXXON MOBIL CORP

8.14%

Shares4.6K

Event2026-06-30

Filed2026-07-09

JNJ

JOHNSON & JOHNSON

17.96%

Shares2.5K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

APPLIED MATLS INC

10.20%

Shares821

Event2026-06-30

Filed2026-07-09

WMT

WALMART INC

12.67%

Shares5.1K

Event2026-06-30

Filed2026-07-09

VISA INC

12.58%

Shares1.7K

Event2026-06-30

Filed2026-07-09

JMST

J P MORGAN EXCHANGE TRADED F

1.57%

Shares10.9K

Event2026-06-30

Filed2026-07-09

KLAC

KLA CORP

944.44%

Shares1.8K

Event2026-06-30

Filed2026-07-09

COSTCO WHOLESALE CORPORATION

7.87%

Shares521

Event2026-06-30

Filed2026-07-09

ABBVIE INC

12.40%

Shares1.9K

Event2026-06-30

Filed2026-07-09

MASTERCARD INCORPORATED

9.36%

Shares900

Event2026-06-30

Filed2026-07-09

SRLN

SSGA ACTIVE ETF TR

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-09

CISCO SYS INC

14.11%

Shares3.7K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

-0.18%

Shares1.1K

Event2026-06-30

Filed2026-07-09

COCA COLA CO

26.92%

Shares5.1K

Event2026-06-30

Filed2026-07-09

INTC

INTEL CORP

New

Shares3.0K

Event2026-06-30

Filed2026-07-09

COIN

COINBASE GLOBAL INC

-50.93%

Shares2.8K

Event2026-06-30

Filed2026-07-09

ASML

ASML HLDG NV

28.66%

Shares202

Event2026-06-30

Filed2026-07-09

PROCTER & GAMBLE CO

65.19%

Shares2.7K

Event2026-06-30

Filed2026-07-09

PHILIP MORRIS INTL INC

33.74%

Shares2.0K

Event2026-06-30

Filed2026-07-09

CVX

CHEVRON CORPORATION

6.10%

Shares2.1K

Event2026-06-30

Filed2026-07-09

RTX CORPORATION

4.47%

Shares1.9K

Event2026-06-30

Filed2026-07-09

HOME DEPOT INC

-1.11%

Shares978

Event2026-06-30

Filed2026-07-09

TIP

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-09

APH

AMPHENOL CORP

15.72%

Shares1.9K

Event2026-06-30

Filed2026-07-09

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares168.2K

Event2026-06-30

Filed2026-07-09

VXUS

VANGUARD STAR FDS

-42.39%

Shares3.7K

Event2026-06-30

Filed2026-07-09

MRK

MERCK & CO INC

21.89%

Shares2.4K

Event2026-06-30

Filed2026-07-09

GOLDMAN SACHS GROUP INC

13.28%

Shares307

Event2026-06-30

Filed2026-07-09

BAC

BANK OF AMER CORP

11.11%

Shares5.4K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

-0.39%

Shares1.0K

Event2026-06-30

Filed2026-07-09

MORGAN STANLEY

New

Shares1.4K

Event2026-06-30

Filed2026-07-09

LIN

LINDE PLC

9.06%

Shares554

Event2026-06-30

Filed2026-07-09

UNITEDHEALTH GROUP INC

New

Shares686

Event2026-06-30

Filed2026-07-09

WMB

WILLIAMS COS INC

3.79%

Shares3.8K

Event2026-06-30

Filed2026-07-09

ADI

ANALOG DEVICES INC

11.42%

Shares712

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

New

Shares238

Event2026-06-30

Filed2026-07-09

ORACLE CORP

23.07%

Shares1.9K

Event2026-06-30

Filed2026-07-09

VANGUARD INDEX FDS

235.41%

Shares3.4K

Event2026-06-30

Filed2026-07-09

NETFLIX INC.

9.38%

Shares3.8K

Event2026-06-30

Filed2026-07-09

PALANTIR TECHNOLOGIES INC

14.79%

Shares2.3K

Event2026-06-30

Filed2026-07-09

USRT

ISHARES TR

-0.02%

Shares4.0K

Event2026-06-30

Filed2026-07-09

WFC

WELLS FARGO & CO

13.31%

Shares3.2K

Event2026-06-30

Filed2026-07-09

PANW

PALO ALTO NETWORKS INC

New

Shares769

Event2026-06-30

Filed2026-07-09

BLACKSTONE INC

5.01%

Shares2.1K

Event2026-06-30

Filed2026-07-09

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares792

Event2026-06-30

Filed2026-07-09

WDC

WESTERN DIGITAL CORP

New

Shares342

Event2026-06-30

Filed2026-07-09

GLW

CORNING INC

New

Shares847

Event2026-06-30

Filed2026-07-09

CITIGROUP INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-09

COHR

COHERENT CORP

New

Shares534

Event2026-06-30

Filed2026-07-09

IWV

ISHARES TR

New

Shares484

Event2026-06-30

Filed2026-07-09

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-09

BANCO SANTANDER SA

New

Shares10.5K

Event2026-06-30

Filed2026-07-09

LYG

LLOYDS BANKING GROUP PLC

New

Shares12.1K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available