Aletheian Wealth Advisors LLC ETF holdings
Bellevue, WA
Reported $187.4M in 47 ETFs in its Form 13F for June 30, 2026.
ETF value
$187.4M
ETFs held
47
Change from prior quarter
+9.8%
With price moves
ETFs as a share of its 13F
80.0%
of $234.2M
Top 10 of 47 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $27.2M | 165,712 | +4,376 shares |
| BND | Vanguard Total Bond Market ETF | $26.1M | 355,334 | +15,408 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $24.6M | 345,857 | +20,368 shares |
| BNDX | Vanguard Total International Bond ETF | $10.0M | 206,915 | +1,650 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $9.8M | 164,003 | −2,002 shares |
| IVV | iShares Core S&P 500 ETF | $8.2M | 10,932 | −21 shares |
| PSP | Invesco Global Listed Private Equity ETF | $8.2M | 146,352 | +14,773 shares |
| VNQ | Vanguard Real Estate ETF | $7.0M | 72,104 | +7,341 shares |
| MUB | iShares National Muni Bond ETF | $6.3M | 58,503 | +1,186 shares |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETF | $5.0M | 32,550 | +234 shares |
37 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001922281. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Aletheian Wealth Advisors LLC own?
Aletheian Wealth Advisors LLC reported 47 ETF positions worth $187.4M in its Form 13F for June 30, 2026. The largest was ITOT, at $27.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.