13F Filings History of Aletheian Wealth Advisors LLC

Latest 13F report
Q3 2025 - 12 Nov 2025
Value $
$215,171,304
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 101 stock holdings with total value $215,171,304 as of Q3 2025. Top holdings included ITOT, BND, VEA, BNDX, and VWO.

Notify me when Aletheian Wealth Advisors LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 101 $215,171,304 +$3,849,576 -$2,561,362 +$1,288,214 ITOT, BND, VEA, BNDX, VWO 13F-HR 12 Nov 2025, 09:14
Q2 2025 100 $203,277,235 +$14,169,889 -$2,806,386 +$11,363,503 ITOT, BND, VEA, BNDX, VWO 13F-HR 07 Jul 2025, 09:14
Q1 2025 95 $177,885,003 +$14,004,884 -$2,549,669 +$11,455,215 BND, ITOT, VEA, BNDX, PSP 13F-HR 08 Apr 2025, 16:00
Q4 2024 77 $169,120,861 +$5,714,569 -$2,708,937 +$3,005,632 ITOT, BND, VEA, BNDX, PSP 13F-HR 14 Feb 2025, 15:04
Q3 2024 82 $171,223,696 +$6,539,800 -$33,931,940 -$27,392,140 ITOT, BND, VEA, BNDX, VWO 13F-HR 25 Oct 2024, 13:13
Q2 2024 86 $189,778,498 +$13,657,986 -$6,048,290 +$7,609,696 ITOT, BND, VEA, IVV, BNDX 13F-HR 26 Jul 2024, 15:41
Q1 2024 83 $184,335,770 +$27,863,557 -$3,536,847 +$24,326,710 ITOT, BND, VEA, IVV, BNDX 13F-HR 15 Apr 2024, 17:10
Q4 2023 76 $151,108,624 +$14,824,037 -$6,477,235 +$8,346,802 ITOT, BND, VEA, IVV, BNDX 13F-HR 05 Jan 2024, 15:18
Q3 2023 75 $130,376,384 +$4,140,768 -$15,305,005 -$11,164,237 ITOT, BND, VEA, IVV, BNDX 13F-HR 04 Oct 2023, 17:44
Q2 2023 79 $146,003,183 +$29,748,470 -$1,013,001 +$28,735,469 ITOT, BND, VEA, IVV, BNDX 13F-HR 13 Jul 2023, 15:37
Q1 2023 63 $113,249,256 +$13,730,328 -$21,980,395 -$8,250,067 ITOT, BND, VEA, IVV, BNDX 13F-HR 11 May 2023, 12:32
Q4 2022 82 $115,856,671 +$26,002,933 -$2,147,172 +$23,855,761 BND, ITOT, VEA, IVV, BNDX 13F-HR 17 Jan 2023, 12:03
Q3 2022 51 $88,068,000 +$3,244,743 -$6,167,773 -$2,923,030 BND, ITOT, VEA, IVV, BNDX 13F-HR 14 Oct 2022, 13:18
Q2 2022 56 $98,461,000 +$13,342,531 -$6,960,742 +$6,381,789 BND, VEA, ITOT, IVV, BNDX 13F-HR 11 Jul 2022, 16:40
Q1 2022 54 $105,339,000 +$20,506,336 -$11,481,433 +$9,024,903 BND, ITOT, VEA, IVV, MUB 13F-HR 18 Apr 2022, 17:23
Q4 2021 48 $101,974,000 $0 $0 $0 VEA, ITOT, IVV, BND, MUB 13F-HR 12 Apr 2022, 14:26