Aletheian Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Bellevue, WA
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$249,056
Net value change ($000)
+14,894 (6.4%)
New positions
9
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
ITOT 2,067 7.6%
BND 2,041 7.8%
MSFT 1,275 38.5%
NVDA 1,014 20.9%
MUB 903 14.3%
IAGG 871 17.4%
VEA 798 3.2%
AAPL 788 15.9%
META 541 45.0%
PDBC 502 25.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -634 -100.0%
IBM -223 -100.0%
WDC -218 -100.0%
GLW -216 -100.0%
COHR -211 -100.0%
KLAC -196 -36.4%
AMAT -179 -30.1%
LRCX -175 -25.3%
CAT -161 -22.3%
HD -116 -33.6%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type