Aletheian Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$205,160
Net value change ($000)
—
New positions
96
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 7/8/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 25,032 —
ITOT 22,979 —
VEA 20,857 —
BNDX 9,863 —
VWO 8,973 —
PSP 7,437 —
IVV 7,155 —
MUB 6,084 —
VNQ 5,744 —
VSS 4,711 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type