Aletheian Wealth Advisors LLC
All 13F Filings
- Location
- Bellevue, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 249,056
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 113 | 249,056 | 13F-HR | Aletheian Wealth Advisors LLC |
| Q2 2026 | 7/8/2026 | 109 | 234,162 | 13F-HR | Aletheian Wealth Advisors LLC |
| Q1 2026 | 4/9/2026 | 97 | 205,160 | 13F-HR | Aletheian Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 50.59 K | 20.3% | 3.789 K | 0 | 3.789 K |
| ETFs | 195.1 K | 78.3% | 10.8 K | 0 | 10.8 K |
| Debt | 3.35 K | 1.3% | 302 | 0 | 302 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
249,056
Holdings
113
QoQ value change ($000)
14,894
(6.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.