Institutional Fund
Aletheian Wealth Advisors LLC
Bellevue, WACIK 19222814 filings on record
Portfolio Value
$205.16M
Q1 2026
Holdings
97
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-4.7%
from $215.17M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds12.2%
- Ishares Tr11.2%
- Vanguard Tax-Managed Fds10.2%
- Vanguard Charlotte Fds4.8%
- Vanguard Intl Equity Index F4.4%
- Invesco Exchange Traded Fd T3.6%
- Other53.6%
Portfolio Holdings
97 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 339.9K | $25.03M | 12.2% | +40.7K | Added |
| 2 | Ishares Tr | 161.3K | $22.98M | 11.2% | −17.8K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 325.5K | $20.86M | 10.2% | −35.3K | Reduced |
| 4 | Vanguard Charlotte Fds | 205.3K | $9.86M | 4.8% | +7.3K | Added |
| 5 | Vanguard Intl Equity Index F | 166.0K | $8.97M | 4.4% | −2.5K | Reduced |
| 6 | Invesco Exchange Traded Fd T | 131.6K | $7.44M | 3.6% | +9.4K | Added |
| 7 | Ishares Tr | 11.0K | $7.15M | 3.5% | −1.0K | Reduced |
| 8 | Ishares Tr | 57.3K | $6.08M | 3.0% | +5.7K | Added |
| 9 | Vanguard Index Fds | 64.8K | $5.74M | 2.8% | −2.0K | Reduced |
| 10 | Vanguard Intl Equity Index F | 32.3K | $4.71M | 2.3% | −769 | Reduced |
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