Aletheian Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$171M
Signature - Title
Randy T. Siegel - CCO
Location
Bellevue, WA
Summary
This page shows a list of all the recent 13F filings made by Aletheian Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aletheian Wealth Advisors LLC reported 82 stock holdings with total value $171M as of Q3 2024. Top holdings included ITOT, BND, VEA, BNDX, and VWO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 82 $171M +$6.54M -$33.9M -$27.4M ITOT, BND, VEA, BNDX, VWO 13F-HR 10/25/2024, 01:13 PM
Q2 2024 86 $190M +$13.7M -$6.05M +$7.61M ITOT, BND, VEA, IVV, BNDX 13F-HR 7/26/2024, 03:41 PM
Q1 2024 83 $184M +$27.9M -$3.54M +$24.3M ITOT, BND, VEA, IVV, BNDX 13F-HR 4/15/2024, 05:10 PM
Q4 2023 76 $151M +$14.8M -$6.48M +$8.35M ITOT, BND, VEA, IVV, BNDX 13F-HR 1/5/2024, 03:18 PM
Q3 2023 75 $130M +$4.14M -$15.3M -$11.2M ITOT, BND, VEA, IVV, BNDX 13F-HR 10/4/2023, 05:44 PM
Q2 2023 79 $146M +$29.7M -$1.01M +$28.7M ITOT, BND, VEA, IVV, BNDX 13F-HR 7/13/2023, 03:37 PM
Q1 2023 63 $113M +$13.7M -$22M -$8.25M ITOT, BND, VEA, IVV, BNDX 13F-HR 5/11/2023, 12:32 PM
Q4 2022 82 $116M +$26M -$2.15M +$23.9M BND, ITOT, VEA, IVV, BNDX 13F-HR 1/17/2023, 12:03 PM
Q3 2022 51 $88.1M +$3.24M -$6.17M -$2.92M BND, ITOT, VEA, IVV, BNDX 13F-HR 10/14/2022, 01:18 PM
Q2 2022 56 $98.5M +$13.3M -$6.96M +$6.38M BND, VEA, ITOT, IVV, BNDX 13F-HR 7/11/2022, 04:40 PM
Q1 2022 54 $105M +$20.5M -$11.5M +$9.02M BND, ITOT, VEA, IVV, MUB 13F-HR 4/18/2022, 05:23 PM
Q4 2021 48 $102M $0 $0 VEA, ITOT, IVV, BND, MUB 13F-HR 4/12/2022, 02:26 PM