Aletheian Wealth Advisors is based out of Bellevue. Aletheian Wealth Advisors is a large advisory firm with 174 clients and discretionary assets under management (AUM) of $208,268,396 (Form ADV from 2023-10-18). Their last reported 13F filing for Q1 2024 included $184,335,770 in managed 13F securities
and a top 10 holdings concentration of 52.32%. Aletheian Wealth Advisors's largest holding is BTC iShares Core S&P Total U.S. Stock Market ETF with shares held of 167,945. Whalewisdom has at least 10 13F filings
2024-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| NVDA NVIDIA Corp. | 1.27% |
| AMD Advanced Micro Devic | 1.2% |
| MSFT Microsoft Corp. | 0.99% |
| META Meta Platforms Inc | 0.82% |
| AMZN Amazon.com Inc. | 0.8% |
2024-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 0.56% |
| BA Boeing Company | 0.43% |
| KO Coca Cola Co. | 0.42% |
| AGG iShares Core U.S. Ag | 0.38% |
| HON Honeywell Internatio | 0.3% |
2024-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| ITOT BTC iShares Core S&P | 10.5% |
| BND VANGUARD TOTAL BOND | 9.11% |
| VEA VANGUARD DEVELOPED M | 8.22% |
| IVV iShares Core S&P 500 | 4.98% |
| BNDX VANGUARD TOTAL INTER | 4.5% |
2024-03-31
13F Activity
| Market Value | $184m, Prior: $151m |
| New Purchases | 10 stocks |
| Added To | 48 stocks |
| Sold out of | 3 stocks |
| Reduced holdings in | 19 stocks |
| Top 10 Holdings % | 52.32% |
| Turnover %[1] | 15.66% |
| Turnover Alt %[2] | 1.65% |
| Time Held Top 20 | 5.7 quarters |
| Time Held Top 10 | 5.7 quarters |
| Time Held All | 6.51 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-03-31
13F Sector Allocation Over Time
2024-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31