2026 Q1 Portfolio Activity
In 2026 Q1, Aletheian Wealth Advisors LLC maintained a portfolio of 107 distinct positions. The most significant new addition was MICRON TECHNOLOGY INC, now representing 0.16% of the total fund value. They heavily accumulated shares in VANGUARD BD INDEX FDS, increasing the position by 13.6%. The fund also reduced its exposure to COINBASE GLOBAL INC by 28.6%.
Position History
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Total Positions
107
Quarter
2026 Q1
Top Holding
BND (12.2%)
Top 10 Concentration
57.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 107
Aletheian Wealth Advisors LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 12.20% | 10.34% |
#1
1
Prev: #2
|
8.0 |
—
|
40,685 | 13.6% |
P
S
|
339,926 | $25,032,124 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ITOT
ISHARES TR
|
ETF | 11.20% | 12.13% |
#2
1
Prev: #1
|
6.0 |
—
|
-17,807 | -9.9% |
P
S
|
161,336 | $22,979,122 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 10.17% | 10.05% |
#3
Prev: #3
|
5.5 |
—
|
-35,341 | -9.8% |
P
S
|
325,489 | $20,857,355 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 4.81% | 4.55% |
#4
Prev: #4
|
2.9 |
—
|
7,309 | 3.7% |
P
S
|
205,265 | $9,862,999 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 4.37% | 4.24% |
#5
Prev: #5
|
2.7 |
—
|
-2,546 | -1.5% |
P
S
|
166,005 | $8,972,557 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PSP
INVESCO EXCHANG...
|
Unknown | 3.62% | 3.92% |
#6
Prev: #6
|
3.4 |
—
|
9,437 | 7.7% |
P
S
|
131,579 | $7,436,858 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IVV
ISHARES TR
|
ETF | 3.49% | 3.73% |
#7
Prev: #7
|
1.9 |
—
|
-1,033 | -8.6% |
P
S
|
10,953 | $7,154,904 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MUB
ISHARES TR
|
ETF | 2.97% | 2.56% |
#8
1
Prev: #9
|
3.2 |
—
|
5,654 | 10.9% |
P
S
|
57,317 | $6,084,200 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 2.80% | 2.84% |
#9
1
Prev: #8
|
1.6 |
—
|
-2,044 | -3.1% |
P
S
|
64,763 | $5,744,461 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 2.30% | 2.19% |
#10
Prev: #10
|
1.4 |
—
|
-769 | -2.3% |
P
S
|
32,316 | $4,711,357 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 2.25% | 2.02% |
#11
3
Prev: #14
|
2.9 |
—
|
7,511 | 8.8% |
P
S
|
92,425 | $4,624,934 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AAPL
APPLE INC
|
Technology | 1.90% | 2.11% |
#12
Prev: #12
|
1.3 |
—
|
-2,454 | -13.8% |
P
S
|
15,368 | $3,900,245 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.84% | 2.05% |
#13
Prev: #13
|
1.2 |
—
|
-2,024 | -8.6% |
P
S
|
21,626 | $3,771,574 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEFA
ISHARES TR
|
ETF | 1.63% | 1.52% |
#14
2
Prev: #16
|
1.2 |
—
|
-550 | -1.5% |
P
S
|
36,998 | $3,349,429 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PFF
ISHARES TR
|
Preferred | 1.48% | 1.54% |
#15
Prev: #15
|
1.1 |
—
|
-4,545 | -4.3% |
P
S
|
100,372 | $3,043,291 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 1.46% | 1.29% |
#16
4
Prev: #20
|
2.6 |
—
|
3,036 | 8.7% |
P
S
|
38,109 | $2,988,089 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.41% | 2.12% |
#17
6
Prev: #11
|
1.1 |
—
|
-991 | -11.2% |
P
S
|
7,831 | $2,898,823 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AGG
ISHARES TR
|
ETF | 1.39% | 1.51% |
#18
1
Prev: #17
|
1.1 |
—
|
-3,638 | -11.2% |
P
S
|
28,788 | $2,857,781 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 1.36% | 1.41% |
#19
1
Prev: #18
|
1.0 |
—
|
-3,209 | -9.6% |
P
S
|
30,377 | $2,780,075 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VNQI
VANGUARD INTL E...
|
ETF | 1.31% | 1.38% |
#20
1
Prev: #19
|
1.0 |
—
|
-2,100 | -3.4% |
P
S
|
60,252 | $2,678,183 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 1.16% | 1.04% |
#21
1
Prev: #22
|
2.5 |
—
|
5,848 | 7.0% |
P
S
|
89,245 | $2,374,812 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
FLRN
SPDR SERIES TRU...
|
ETF | 1.14% | 0.99% |
#22
1
Prev: #23
|
2.5 |
—
|
6,617 | 9.6% |
P
S
|
75,680 | $2,329,437 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
PDBC
INVESCO ACTVELY...
|
ETF | 1.08% | 0.78% |
#23
3
Prev: #26
|
0.9 |
—
|
2,869 | 2.3% |
P
S
|
127,736 | $2,212,388 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
COMT
ISHARES U S ETF...
|
ETF | 1.02% | 0.76% |
#24
4
Prev: #28
|
0.9 |
—
|
414 | 0.7% |
P
S
|
61,689 | $2,085,705 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.88% | 0.97% |
#25
1
Prev: #24
|
0.9 |
—
|
-824 | -8.6% |
P
S
|
8,707 | $1,813,407 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BKLN
INVESCO EXCH TR...
|
ETF | 0.84% | 0.78% |
#26
1
Prev: #27
|
2.3 |
—
|
4,632 | 5.8% |
P
S
|
84,709 | $1,728,918 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.82% | 0.71% |
#27
3
Prev: #30
|
0.8 |
—
|
-444 | -7.0% |
P
S
|
5,860 | $1,685,102 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IEMG
ISHARES INC
|
ETF | 0.71% | 0.64% |
#28
4
Prev: #32
|
0.8 |
—
|
-118 | -0.6% |
P
S
|
20,861 | $1,455,078 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.71% | 0.79% |
#29
4
Prev: #25
|
0.8 |
—
|
-495 | -9.5% |
P
S
|
4,690 | $1,451,602 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
EMB
ISHARES TR
|
ETF | 0.68% | 0.64% |
#30
4
Prev: #34
|
0.8 |
—
|
418 | 2.9% |
P
S
|
14,850 | $1,394,818 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.67% | 0.59% |
#31
5
Prev: #36
|
0.8 |
—
|
-391 | -7.5% |
P
S
|
4,813 | $1,380,657 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.62% | 0.64% |
#32
1
Prev: #33
|
0.7 |
—
|
-223 | -5.3% |
P
S
|
3,975 | $1,275,220 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
IWN
ISHARES TR
|
ETF | 0.59% | 0.55% |
#33
4
Prev: #37
|
0.7 |
—
|
-285 | -4.3% |
P
S
|
6,366 | $1,206,976 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 0.57% | 0.53% |
#34
4
Prev: #38
|
2.2 |
—
|
703 | 6.1% |
P
S
|
12,315 | $1,178,821 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
NEAR
ISHARES U S ETF...
|
ETF | 0.55% | 0.51% |
#35
4
Prev: #39
|
0.7 |
—
|
710 | 3.3% |
P
S
|
22,281 | $1,132,633 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCZ
ISHARES TR
|
ETF | 0.53% | 0.50% |
#36
4
Prev: #40
|
0.7 |
—
|
-88 | -0.6% |
P
S
|
13,967 | $1,095,154 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.53% | 0.69% |
#37
6
Prev: #31
|
0.2 |
—
|
-7,639 | -25.9% |
P
S
|
21,809 | $1,088,051 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.53% | 0.71% |
#38
9
Prev: #29
|
0.7 |
—
|
-187 | -9.0% |
P
S
|
1,900 | $1,087,047 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.51% | 0.63% |
#39
4
Prev: #35
|
0.7 |
—
|
-267 | -8.7% |
P
S
|
2,791 | $1,037,554 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 0.48% | 1.25% |
#40
19
Prev: #21
|
0.2 |
—
|
-2,284 | -28.6% |
P
S
|
5,694 | $994,229 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SUB
ISHARES TR
|
ETF | 0.42% | 0.39% |
#41
5
Prev: #46
|
0.7 |
—
|
253 | 3.2% |
P
S
|
8,094 | $861,970 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.42% | 0.36% |
#42
6
Prev: #48
|
0.7 |
—
|
-80 | -7.9% |
P
S
|
930 | $855,386 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 0.41% | 0.39% |
#43
1
Prev: #44
|
0.7 |
—
|
4 | 0.0% |
P
S
|
36,183 | $840,169 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.39% | 0.44% |
#44
3
Prev: #41
|
0.7 |
—
|
-269 | -9.0% |
P
S
|
2,725 | $801,586 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 0.39% | 0.40% |
#45
2
Prev: #43
|
0.7 |
—
|
-2,806 | -7.1% |
P
S
|
36,762 | $790,015 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.35% | 0.26% |
#46
8
Prev: #54
|
0.6 |
—
|
-586 | -12.0% |
P
S
|
4,287 | $727,410 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.35% | 0.39% |
#47
Prev: #47
|
0.6 |
—
|
-142 | -8.6% |
P
S
|
1,510 | $723,592 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
ICVT
ISHARES TR
|
ETF | 0.33% | 0.32% |
#48
1
Prev: #49
|
0.6 |
—
|
-247 | -3.6% |
P
S
|
6,697 | $681,713 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.33% | 0.39% |
#49
4
Prev: #45
|
0.1 |
—
|
-4,698 | -24.0% |
P
S
|
14,906 | $680,479 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 | |||
|
RWX
SPDR INDEX SHS ...
|
ETF | 0.33% | 0.40% |
#50
8
Prev: #42
|
0.6 |
—
|
-5,277 | -17.1% |
P
S
|
25,546 | $680,035 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-09 |
Showing 1-50 of 107 holdings