Aletheian Wealth Advisors LLC

13F filer · CIK 0001922281

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$234MU.S. long equity reported on 13F

Positions6613 new · 2 closed

Net flow last quarter+$6.65MBuys minus sells

Top 10 positions weight11.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202666 positions
AAPLApple Inc.	$4.95M	2.12%	0.00%	+11.4%	Q4 2021
NVDANvidia Corp	$4.85M	2.07%	0.00%	+12.1%	Q4 2021
MSFTMicrosoft Corp	$3.31M	1.41%	0.00%	+13.3%	Q4 2021
BSVNBank7 Corp.	$3.05M	1.30%	0.41%	+2.7%	Q4 2021
GOOGLAlphabet Inc.	$2.29M	0.98%	0.00%	+9.5%	Q4 2021
AMZNAmazon Com Inc	$2.24M	0.95%	0.00%	+7.7%	Q4 2021
AVGOBroadcom Inc.	$1.96M	0.84%	0.00%	+10.9%	Q1 2023
COMTChina Sky One Medical, Inc.	$1.89M	0.81%	0.37%	+1.1%	Q1 2022
GOOGAlphabet Inc.	$1.89M	0.81%	Not reported	+10.9%	Q4 2021
TSLATesla, Inc.	$1.24M	0.53%	0.00%	+6.1%	Q4 2021
LLYELI LILLY & Co	$1.22M	0.52%	0.00%	+9.8%	Q4 2022
METAMeta Platforms, Inc.	$1.2M	0.51%	Not reported	+12.4%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.15M	0.49%	Not reported	Not reported	Q1 2022
MUMicron Technology Inc	$1.04M	0.44%	0.00%	-4.5%	Q1 2026
JPMJPMorgan Chase & Co	$969K	0.41%	0.00%	+8.6%	Q4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$909K	0.39%	0.00%	+32.4%	Q1 2024
BRK.BBerkshire Hathaway Inc	$865K	0.37%	Not reported	+14.5%	Q4 2021
AMDAdvanced Micro Devices Inc	$764K	0.33%	0.00%	+5.4%	Q2 2023
CATCaterpillar Inc	$722K	0.31%	0.00%	+6.6%	Q1 2025
LRCXLam Research Corp	$692K	0.30%	0.00%	+6.9%	Q3 2025
XOMExxonMobil Holdings Corp	$634K	0.27%	0.00%	+8.1%	Q4 2022
JNJJohnson & Johnson	$629K	0.27%	0.00%	+18.0%	Q4 2021
AMATApplied Materials Inc	$594K	0.25%	0.00%	+10.2%	Q2 2024
WMTWalmart Inc.	$575K	0.25%	0.00%	+12.7%	Q4 2022
VVisa Inc.	$574K	0.25%	0.00%	+12.6%	Q1 2023
KLACKla Corp	$539K	0.23%	0.00%	+4.4%	Q1 2026
COSTCostco Wholesale Corp	$487K	0.21%	0.00%	+7.9%	Q2 2023
ABBVAbbVie Inc.	$484K	0.21%	0.00%	+12.4%	Q3 2023
MAMastercard Inc	$462K	0.20%	0.00%	+9.4%	Q2 2023
CSCOCisco Systems, Inc.	$438K	0.19%	0.00%	+14.1%	Q1 2025
GEGeneral Electric Co	$422K	0.18%	0.00%	-0.2%	Q1 2025
KOCoca Cola Co	$418K	0.18%	0.00%	+26.9%	Q2 2023
INTCIntel Corp	$415K	0.18%	0.00%	New	Q2 2026
COINCoinbase Global, Inc.	$408K	0.17%	0.00%	-50.9%	Q2 2023
ASMLAsml Holding NV	$402K	0.17%	0.00%	+28.7%	Q1 2026
PGPROCTER & GAMBLE Co	$392K	0.17%	0.00%	+65.2%	Q2 2022
PMPhilip Morris International Inc.	$357K	0.15%	0.00%	+33.7%	Q1 2025
CVXChevron Corp	$354K	0.15%	0.00%	+6.1%	Q1 2023
RTXRTX Corp	$354K	0.15%	0.00%	+4.5%	Q2 2023
HDHome Depot, Inc.	$345K	0.15%	0.00%	-1.1%	Q4 2021
APHAmphenol Corp	$327K	0.14%	0.00%	+15.7%	Q3 2025
NAKNorthern Dynasty Minerals Ltd	$323K	0.14%	0.03%	Not reported	Q1 2025
MRKMerck & Co., Inc.	$312K	0.13%	0.00%	+21.9%	Q2 2023
GSGoldman Sachs Group Inc	$310K	0.13%	0.00%	+13.3%	Q2 2025
BACBank of America Corp	$309K	0.13%	0.00%	+11.1%	Q2 2023
MSMorgan Stanley	$296K	0.13%	0.00%	Not reported	Q3 2025
LINLinde PLC	$287K	0.12%	0.00%	+9.1%	Q3 2024
UNHUnitedhealth Group Inc	$285K	0.12%	0.00%	Not reported	Q4 2021
WMBWilliams Companies, Inc.	$285K	0.12%	0.00%	+3.8%	Q1 2025
ADIAnalog Devices Inc	$283K	0.12%	0.00%	+11.4%	Q1 2026

Q1 2026Reported Apr 9, 202655 positions
AAPLApple Inc.	$3.9M	1.90%	0.00%	-13.8%	Q4 2021
NVDANvidia Corp	$3.77M	1.84%	0.00%	-8.6%	Q4 2021
BSVNBank7 Corp.	$2.99M	1.46%	0.40%	+8.7%	Q4 2021
MSFTMicrosoft Corp	$2.9M	1.41%	0.00%	-11.2%	Q4 2021
COMTChina Sky One Medical, Inc.	$2.09M	1.02%	0.36%	+0.7%	Q1 2022
AMZNAmazon Com Inc	$1.81M	0.88%	0.00%	-8.7%	Q4 2021
GOOGLAlphabet Inc.	$1.69M	0.82%	0.00%	-7.0%	Q4 2021
AVGOBroadcom Inc.	$1.45M	0.71%	0.00%	-9.6%	Q1 2023
GOOGAlphabet Inc.	$1.38M	0.67%	Not reported	-7.5%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.1M	0.53%	Not reported	-0.6%	Q1 2022
METAMeta Platforms, Inc.	$1.09M	0.53%	Not reported	-9.0%	Q4 2021
TSLATesla, Inc.	$1.04M	0.51%	0.00%	-8.7%	Q4 2021
COINCoinbase Global, Inc.	$994K	0.48%	0.00%	-28.6%	Q2 2023
LLYELI LILLY & Co	$855K	0.42%	0.00%	-7.9%	Q4 2022
JPMJPMorgan Chase & Co	$802K	0.39%	0.00%	-9.0%	Q4 2022
XOMExxonMobil Holdings Corp	$727K	0.35%	0.00%	-12.0%	Q4 2022
BRK.BBerkshire Hathaway Inc	$724K	0.35%	Not reported	-8.6%	Q4 2021
WMTWalmart Inc.	$560K	0.27%	0.00%	-9.3%	Q4 2022
JNJJohnson & Johnson	$513K	0.25%	0.00%	-6.2%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$486K	0.24%	0.00%	-23.2%	Q1 2024
COSTCostco Wholesale Corp	$481K	0.23%	0.00%	-9.7%	Q2 2023
CATCaterpillar Inc	$451K	0.22%	0.00%	-9.0%	Q1 2025
VVisa Inc.	$449K	0.22%	0.00%	-14.4%	Q1 2023
CVXChevron Corp	$417K	0.20%	0.00%	+10.8%	Q1 2023
MAMastercard Inc	$411K	0.20%	0.00%	-13.2%	Q2 2023
ABBVAbbVie Inc.	$372K	0.18%	0.00%	-7.3%	Q3 2023
RTXRTX Corp	$345K	0.17%	0.00%	+1.1%	Q2 2023
NFLXNetflix Inc	$338K	0.16%	0.00%	+4.1%	Q1 2024
HDHome Depot, Inc.	$325K	0.16%	0.00%	-13.3%	Q4 2021
GEGeneral Electric Co	$321K	0.16%	0.00%	+3.2%	Q1 2025
LRCXLam Research Corp	$319K	0.16%	0.00%	-10.4%	Q3 2025
MUMicron Technology Inc	$318K	0.16%	0.00%	New	Q1 2026
KOCoca Cola Co	$308K	0.15%	0.00%	-17.2%	Q2 2023
PLTRPalantir Technologies Inc.	$296K	0.14%	0.00%	-13.8%	Q1 2025
WMBWilliams Companies, Inc.	$269K	0.13%	0.00%	+0.5%	Q1 2025
AMATApplied Materials Inc	$255K	0.12%	0.00%	Not reported	Q2 2024
AMDAdvanced Micro Devices Inc	$254K	0.12%	0.00%	-5.7%	Q2 2023
CSCOCisco Systems, Inc.	$253K	0.12%	0.00%	-10.2%	Q1 2025
LINLinde PLC	$252K	0.12%	0.00%	-17.1%	Q3 2024
KLACKla Corp	$252K	0.12%	0.00%	New	Q1 2026
PMPhilip Morris International Inc.	$244K	0.12%	0.00%	-12.1%	Q1 2025
MRKMerck & Co., Inc.	$240K	0.12%	0.00%	-17.0%	Q2 2023
USRTEnigma-Bulwark, Ltd.	$240K	0.12%	Not reported	Not reported	Q4 2023
BACBank of America Corp	$238K	0.12%	0.00%	-13.2%	Q2 2023
NAKNorthern Dynasty Minerals Ltd	$235K	0.11%	0.03%	Not reported	Q1 2025
PGPROCTER & GAMBLE Co	$234K	0.11%	0.00%	-41.4%	Q2 2022
BXBlackstone Inc.	$230K	0.11%	0.00%	-4.8%	Q1 2025
GSGoldman Sachs Group Inc	$229K	0.11%	0.00%	-10.6%	Q2 2025
ORCLOracle Corp	$227K	0.11%	0.00%	-10.3%	Q4 2022
MCDMcdonalds Corp	$227K	0.11%	0.00%	-14.5%	Q4 2022

Q3 2025Reported Nov 12, 202559 positions
MSFTMicrosoft Corp	$4.57M	2.12%	0.00%	-1.4%	Q4 2021
AAPLApple Inc.	$4.54M	2.11%	0.00%	-1.4%	Q4 2021
NVDANvidia Corp	$4.41M	2.05%	0.00%	-3.7%	Q4 2021
BSVNBank7 Corp.	$2.77M	1.29%	0.37%	+0.2%	Q4 2021
COINCoinbase Global, Inc.	$2.69M	1.25%	0.00%	-0.3%	Q2 2023
AMZNAmazon Com Inc	$2.09M	0.97%	0.00%	-1.1%	Q4 2021
AVGOBroadcom Inc.	$1.71M	0.79%	0.00%	-3.2%	Q1 2023
COMTChina Sky One Medical, Inc.	$1.65M	0.76%	0.36%	+3.0%	Q1 2022
METAMeta Platforms, Inc.	$1.53M	0.71%	Not reported	-2.3%	Q4 2021
GOOGLAlphabet Inc.	$1.53M	0.71%	0.00%	-2.2%	Q4 2021
TSLATesla, Inc.	$1.36M	0.63%	0.00%	-1.1%	Q4 2021
GOOGAlphabet Inc.	$1.27M	0.59%	Not reported	-2.6%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.08M	0.50%	Not reported	-2.4%	Q1 2022
JPMJPMorgan Chase & Co	$944K	0.44%	0.00%	-1.9%	Q4 2022
BRK.BBerkshire Hathaway Inc	$831K	0.39%	Not reported	-1.4%	Q4 2021
LLYELI LILLY & Co	$771K	0.36%	0.00%	-1.0%	Q4 2022
VVisa Inc.	$593K	0.28%	0.00%	-1.1%	Q1 2023
XOMExxonMobil Holdings Corp	$549K	0.26%	0.00%	-1.8%	Q4 2022
MAMastercard Inc	$539K	0.25%	0.00%	-1.5%	Q2 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$522K	0.24%	0.00%	-7.3%	Q1 2024
WMTWalmart Inc.	$512K	0.24%	0.00%	-0.6%	Q4 2022
COSTCostco Wholesale Corp	$495K	0.23%	0.00%	Not reported	Q2 2023
ORCLOracle Corp	$484K	0.22%	0.00%	-9.3%	Q4 2022
HDHome Depot, Inc.	$462K	0.21%	0.00%	+2.0%	Q4 2021
PLTRPalantir Technologies Inc.	$428K	0.20%	0.00%	-6.4%	Q1 2025
ABBVAbbVie Inc.	$427K	0.20%	0.00%	-0.6%	Q3 2023
PGPROCTER & GAMBLE Co	$425K	0.20%	0.00%	-1.5%	Q2 2022
JNJJohnson & Johnson	$415K	0.19%	0.00%	-0.4%	Q4 2021
NFLXNetflix Inc	$405K	0.19%	0.00%	-1.7%	Q1 2024
BXBlackstone Inc.	$359K	0.17%	0.00%	+0.4%	Q1 2025
CATCaterpillar Inc	$334K	0.16%	0.00%	-1.7%	Q1 2025
GEGeneral Electric Co	$330K	0.15%	0.00%	-2.8%	Q1 2025
KOCoca Cola Co	$325K	0.15%	0.00%	+0.3%	Q2 2023
RTXRTX Corp	$296K	0.14%	0.00%	-2.2%	Q2 2023
LINLinde PLC	$291K	0.14%	0.00%	+0.2%	Q3 2024
BACBank of America Corp	$290K	0.13%	0.00%	+2.9%	Q2 2023
CVXChevron Corp	$283K	0.13%	0.00%	+19.7%	Q1 2023
UNHUnitedhealth Group Inc	$280K	0.13%	0.00%	+1.3%	Q4 2021
PMPhilip Morris International Inc.	$272K	0.13%	0.00%	-2.8%	Q1 2025
WFCWells Fargo & Company	$271K	0.13%	0.00%	-2.4%	Q4 2024
MCDMcdonalds Corp	$259K	0.12%	0.00%	-2.6%	Q4 2022
CSCOCisco Systems, Inc.	$249K	0.12%	0.00%	+1.4%	Q1 2025
GSGoldman Sachs Group Inc	$241K	0.11%	0.00%	-2.9%	Q2 2025
USRTEnigma-Bulwark, Ltd.	$238K	0.11%	Not reported	Not reported	Q4 2023
WMBWilliams Companies, Inc.	$232K	0.11%	0.00%	-1.3%	Q1 2025
IBMInternational Business Machines Corp	$229K	0.11%	0.00%	-2.1%	Q2 2025
LRCXLam Research Corp	$223K	0.10%	0.00%	New	Q3 2025
INTUIntuit Inc.	$222K	0.10%	0.00%	+2.9%	Q2 2025
AMDAdvanced Micro Devices Inc	$214K	0.10%	0.00%	Not reported	Q2 2023
ABTAbbott Laboratories	$213K	0.10%	0.00%	+2.5%	Q1 2025

Q2 2025Reported Jul 7, 202558 positions
MSFTMicrosoft Corp	$4.45M	2.19%	0.00%	-4.6%	Q4 2021
NVDANvidia Corp	$3.88M	1.91%	0.00%	-5.2%	Q4 2021
AAPLApple Inc.	$3.71M	1.82%	0.00%	-4.1%	Q4 2021
COINCoinbase Global, Inc.	$2.81M	1.38%	0.00%	+10.6%	Q2 2023
BSVNBank7 Corp.	$2.75M	1.35%	0.37%	+2.7%	Q4 2021
AMZNAmazon Com Inc	$2.11M	1.04%	0.00%	+6.7%	Q4 2021
METAMeta Platforms, Inc.	$1.58M	0.78%	Not reported	-2.3%	Q4 2021
COMTChina Sky One Medical, Inc.	$1.54M	0.76%	0.35%	+30.5%	Q1 2022
AVGOBroadcom Inc.	$1.48M	0.73%	0.00%	-1.5%	Q1 2023
GOOGLAlphabet Inc.	$1.14M	0.56%	0.00%	-2.7%	Q4 2021
SCZNXG NextGen Infrastructure Income Fund	$1.05M	0.51%	Not reported	0.0%	Q1 2022
TSLATesla, Inc.	$983K	0.48%	0.00%	-7.2%	Q4 2021
GOOGAlphabet Inc.	$948K	0.47%	Not reported	+2.2%	Q4 2021
JPMJPMorgan Chase & Co	$885K	0.44%	0.00%	-4.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$814K	0.40%	Not reported	-4.2%	Q4 2021
LLYELI LILLY & Co	$795K	0.39%	0.00%	-9.0%	Q4 2022
VVisa Inc.	$624K	0.31%	0.00%	-4.3%	Q1 2023
MAMastercard Inc	$541K	0.27%	0.00%	+1.7%	Q2 2023
XOMExxonMobil Holdings Corp	$535K	0.26%	0.00%	+9.1%	Q4 2022
COSTCostco Wholesale Corp	$530K	0.26%	0.00%	-5.1%	Q2 2023
WMTWalmart Inc.	$488K	0.24%	0.00%	-4.8%	Q4 2022
NFLXNetflix Inc	$461K	0.23%	0.00%	-19.8%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$457K	0.22%	0.00%	+1.1%	Q1 2024
PGPROCTER & GAMBLE Co	$447K	0.22%	0.00%	-2.9%	Q2 2022
ORCLOracle Corp	$415K	0.20%	0.00%	+1.8%	Q4 2022
HDHome Depot, Inc.	$410K	0.20%	0.00%	Not reported	Q4 2021
KOCoca Cola Co	$345K	0.17%	0.00%	-3.1%	Q2 2023
ABBVAbbVie Inc.	$344K	0.17%	0.00%	-11.3%	Q3 2023
JNJJohnson & Johnson	$343K	0.17%	0.00%	-10.5%	Q4 2021
PLTRPalantir Technologies Inc.	$342K	0.17%	0.00%	+3.0%	Q1 2025
PMPhilip Morris International Inc.	$315K	0.15%	0.00%	+0.3%	Q1 2025
BXBlackstone Inc.	$313K	0.15%	0.00%	+1.7%	Q1 2025
GEGeneral Electric Co	$290K	0.14%	0.00%	+5.3%	Q1 2025
LINLinde PLC	$287K	0.14%	0.00%	-2.4%	Q3 2024
CATCaterpillar Inc	$276K	0.14%	0.00%	-0.6%	Q1 2025
WFCWells Fargo & Company	$266K	0.13%	0.00%	+1.3%	Q4 2024
RTXRTX Corp	$264K	0.13%	0.00%	+1.1%	Q2 2023
BACBank of America Corp	$259K	0.13%	0.00%	-4.3%	Q2 2023
MCDMcdonalds Corp	$256K	0.13%	0.00%	-2.9%	Q4 2022
UNHUnitedhealth Group Inc	$250K	0.12%	0.00%	-19.9%	Q4 2021
INTUIntuit Inc.	$249K	0.12%	0.00%	New	Q2 2025
CSCOCisco Systems, Inc.	$249K	0.12%	0.00%	-9.0%	Q1 2025
IBMInternational Business Machines Corp	$245K	0.12%	0.00%	New	Q2 2025
CRMSalesforce, Inc.	$234K	0.12%	0.00%	Not reported	Q2 2024
WMBWilliams Companies, Inc.	$234K	0.11%	0.00%	+0.1%	Q1 2025
USRTEnigma-Bulwark, Ltd.	$229K	0.11%	Not reported	-0.1%	Q4 2023
BKNGBooking Holdings Inc.	$226K	0.11%	0.00%	New	Q2 2025
GSGoldman Sachs Group Inc	$221K	0.11%	0.00%	New	Q2 2025
CVXChevron Corp	$218K	0.11%	0.00%	+2.2%	Q1 2023
TAt&T Inc.	$217K	0.11%	0.00%	+3.6%	Q1 2025

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