Aletheian Wealth Advisors LLC

CIK

1922281

Location

Bellevue, WA

Portfolio Value

Micro $32,196,160

Diversification

Diversified

Filing Date

Global Rank

#7,328 / 8,603 ▼ 533 · as of Mar 2026

Top Industry

Semiconductors 20.1%

3Y Alpha vs SPY

+0.0%

Period ended 3 months ago

Filed Apr 9, 2026 · 3mo

17 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.0%

SPY

+76.5%

Annualised alpha

+0.3%

Max drawdown

−24.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

49 positions · as of Mar 31, 2026 · Δ vs Sep 30, 2025

Top Position

12.1%

+0.5 pts

Top 5

43.7%

−2.8 pts

Top 10

60.6%

−4.0 pts

HHI

531

Diversified−42

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.8%	$15,068,295	16
Financial Services	13.4%	$4,300,674	9
Consumer Cyclical	10.6%	$3,402,797	4
Communication Services	9.7%	$3,110,403	3
Healthcare	6.1%	$1,979,989	4
Consumer Defensive	5.7%	$1,827,647	5
Industrials	3.5%	$1,116,428	3
Energy	2.8%	$902,601	3
Basic Materials	1.5%	$487,326	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Sep 30, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+3,180	3,518	$338,255
CVX	Chevron Corp	+196	2,015	$416,903
GE	General Electric Co	+35	1,131	$320,943
RTX	RTX Corp	+20	1,788	$344,905
WMB	Williams Companies, Inc.	+20	3,690	$268,558
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−2,454	15,368	$3,900,244
COIN	Coinbase Global, Inc.	−2,284	5,694	$994,229
NVDA	Nvidia Corp	−2,024	21,626	$3,771,574
PG	PROCTER & GAMBLE Co	−1,144	1,620	$233,992
MSFT	Microsoft Corp	−991	7,831	$2,898,801
KO	Coca Cola Co	−842	4,056	$308,458
AMZN	Amazon Com Inc	−824	8,707	$1,813,406
BAC	Bank Of America Corp /De/	−743	4,880	$237,900
AVGO	Broadcom Inc.	−495	4,690	$1,451,601
WMT	Walmart Inc.	−462	4,505	$559,881
GOOGL	Alphabet Inc.	−444	5,860	$1,685,101
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−433	1,437	$485,634
WFC	Wells Fargo & Company/Mn	−426	2,810	$223,704
MRK	Merck & Co., Inc.	−409	1,992	$239,617
CSCO	Cisco Systems, Inc.	−370	3,267	$253,486
PLTR	Palantir Technologies Inc.	−324	2,021	$295,631
JPM	Jpmorgan Chase & Co	−269	2,725	$801,586
TSLA	Tesla, Inc.	−267	2,791	$1,037,554
V	Visa Inc.	−251	1,487	$449,430
PM	Philip Morris International Inc.	−204	1,476	$244,041
META	Meta Platforms, Inc.	−187	1,900	$1,087,047
ORCL	Oracle Corp	−178	1,543	$226,990
LRCX	Lam Research Corp	−174	1,493	$318,994
HD	Home Depot, Inc.	−152	989	$325,272
BRK-B	Berkshire Hathaway Inc	−142	1,510	$723,592
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	942	$318,245
AMAT	Applied Materials Inc /De	745	$254,633
COP	Conocophillips	1,645	$217,140
ASML	Asml Holding NV	157	$207,370
ADI	Analog Devices Inc	639	$203,291
KLAC	Kla Corp	171	$25,178
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	810	$279,693
IBM	International Business Machines Corp	813	$229,396
INTU	Intuit Inc.	325	$221,945
ABT	Abbott Laboratories	1,588	$212,696
T	At&T Inc.	7,269	$205,276
CRM	Salesforce, Inc.	862	$204,294
MS	Morgan Stanley	1,274	$202,515
COF	Capital One Financial Corp	942	$200,250
SAN	Banco Santander, S.A.	10,496	$109,998
LYG	Lloyds Banking Group plc	12,307	$55,873
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

49 positions · $32,196,160 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	15,368	-2,454	$3,900,244	−14.1%	12.11%
NVDA	Nvidia Corp Technology	Reduced	21,626	-2,024	$3,771,574	−14.5%	11.71%
MSFT	Microsoft Corp Technology	Reduced	7,831	-991	$2,898,801	−36.6%	9.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,707	-824	$1,813,406	−13.3%	5.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	5,860	-444	$1,685,101	+10.0%	5.23%
AVGO	Broadcom Inc. Technology	Reduced	4,690	-495	$1,451,601	−15.1%	4.51%
META	Meta Platforms, Inc. Communication Services	Reduced	1,900	-187	$1,087,047	−29.1%	3.38%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,791	-267	$1,037,554	−23.7%	3.22%
COIN	Coinbase Global, Inc. Financial Services	Reduced	5,694	-2,284	$994,229	−63.1%	3.09%
LLY	ELI LILLY & Co Healthcare	Reduced	930	-80	$855,386	+11.0%	2.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,725	-269	$801,586	−15.1%	2.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,510	-142	$723,592	−12.9%	2.25%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,505	-462	$559,881	+9.4%	1.74%
JNJ	Johnson & Johnson Healthcare	Reduced	2,099	-139	$513,079	+23.6%	1.59%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,437	-433	$485,634	−7.0%	1.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	483	-52	$481,275	−2.8%	1.49%
CAT	Caterpillar Inc Industrials	Reduced	636	-63	$450,580	+35.1%	1.40%
V	Visa Inc. Financial Services	Reduced	1,487	-251	$449,430	−24.3%	1.40%
CVX	Chevron Corp Energy	Added	2,015	+196	$416,903	+47.6%	1.29%
MA	Mastercard Inc Financial Services	Reduced	823	-125	$411,220	−23.7%	1.28%
ABBV	AbbVie Inc. Healthcare	Reduced	1,710	-134	$371,907	−12.9%	1.16%
RTX	RTX Corp Industrials	Added	1,788	+20	$344,905	+16.6%	1.07%
NFLX	Netflix Inc Communication Services	Added	3,518	+3,180	$338,255	+734.7%	1.05%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	989	-152	$325,272	−29.6%	1.01%
GE	General Electric Co Industrials	Added	1,131	+35	$320,943	−2.7%	1.00%
LRCX	Lam Research Corp Technology	Reduced	1,493	-174	$318,994	+42.9%	0.99%
MU	Micron Technology Inc Technology	NEW	942	NEW	$318,245	NEW	0.99%
KO	Coca Cola Co Consumer Defensive	Reduced	4,056	-842	$308,458	−5.0%	0.96%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,021	-324	$295,631	−30.9%	0.92%
WMB	Williams Companies, Inc. Energy	Added	3,690	+20	$268,558	+15.5%	0.83%
AMAT	Applied Materials Inc /De Technology	NEW	745	NEW	$254,633	NEW	0.79%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,249	-76	$254,084	+18.5%	0.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	3,267	-370	$253,486	+1.9%	0.79%
LIN	Linde PLC Basic Materials	Reduced	508	-105	$251,846	−13.5%	0.78%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	1,476	-204	$244,041	−10.4%	0.76%
MRK	Merck & Co., Inc. Healthcare	Reduced	1,992	-409	$239,617	+18.9%	0.74%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,880	-743	$237,900	−18.0%	0.74%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Held	168,200	0	$235,480	+16.7%	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	1,620	-1,144	$233,992	−44.9%	0.73%
BX	Blackstone Inc. Financial Services	Reduced	1,998	-101	$229,750	−35.9%	0.71%
GS	Goldman Sachs Group Inc Financial Services	Reduced	271	-32	$229,263	−5.0%	0.71%
ORCL	Oracle Corp Technology	Reduced	1,543	-178	$226,990	−53.1%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	729	-124	$226,565	−12.6%	0.70%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	2,810	-426	$223,704	−17.5%	0.69%
COP	Conocophillips Energy	NEW	1,645	NEW	$217,140	NEW	0.67%
ASML	Asml Holding NV Technology	NEW	157	NEW	$207,370	NEW	0.64%
ADI	Analog Devices Inc Technology	NEW	639	NEW	$203,291	NEW	0.63%
APH	Amphenol Corp /De/ Technology	Reduced	1,603	-95	$202,539	−3.6%	0.63%
KLAC	Kla Corp Technology	NEW	171	NEW	$25,178	NEW	0.08%