Aletheian Wealth Advisors LLC

CIK

1922281

Location

Bellevue, WA

Portfolio Value

Micro $487,326

Diversification

Diversified

Filing Date

Global Rank

#7,306 / 8,586 ▼ 513

Top Industry

Semiconductors 19.6%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed Apr 9, 2026 · 2mo

17 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+76.7%

SPY

+78.1%

Annualised alpha

-0.3%

Max drawdown

−24.2%

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

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

Top Position

11.8%

+0.3 pts

Top 5

42.4%

−3.5 pts

Top 10

58.8%

−4.8 pts

HHI

506

Diversified−53

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	46.1%	$15,294,899	16
Financial Services	13.0%	$4,300,674	9
Consumer Cyclical	10.3%	$3,402,797	4
Communication Services	9.4%	$3,110,403	3
Healthcare	6.0%	$1,979,989	4
Consumer Defensive	5.5%	$1,827,647	5
Energy	4.9%	$1,629,933	4
Industrials	3.4%	$1,116,428	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
XOM	Exxon Mobil Corp	−586	4,287	$727,332
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
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
KLAC	Kla Corp	171	$251,782
COP	Conocophillips	1,645	$217,140
ASML	Asml Holding NV	157	$207,370
ADI	Analog Devices Inc	639	$203,291
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

2 positions · $487,326 total · Basic Materials only · 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	History
NAK	Northern Dynasty Minerals Ltd Basic Materials	Held	168,200	0	$235,480	+16.7%	48.32%
LIN	Linde PLC Basic Materials	Reduced	508	-105	$251,846	−13.5%	51.68%