# EDGAR Filing Document

**Accession Number:** 0001922281
**File Stem:** 0001922281-23-000001
**Filing Date:** 2023-1
**Character Count:** 11911
**Document Hash:** fa1c55659c5e98af2d1eae7654d57309
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001922281-23-000001.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001922281-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Aletheian Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001922281
- **IRS NUMBER:** 841791916
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22408
- **FILM NUMBER:** 23530844

**BUSINESS ADDRESS:**
- **STREET 1:** 10655 NE 4TH ST, STE 312
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98004
- **BUSINESS PHONE:** 4254582792

**MAIL ADDRESS:**
- **STREET 1:** 10655 NE 4TH ST, STE 312
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98004

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Aletheian Wealth Advisors LLC<br>**Address:** 10655 Ne 4th St Ste 312<br>Bellevue, WA 98004

**Form 13F File Number:** 028-22408

**CRD Number (if applicable):** 000304623

**SEC File Number (if applicable):** 801-121173

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** RANDY T. SIEGEL<br>**Title:** CCO<br>**Phone:** 425-458-2840

**Signature, Place, and Date of Signing:**

/s/ RANDY T. SIEGEL  Bellevue, WA  01-17-2022<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $115856671

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 369915 | 4169 | SH |  | SOLE |  | 0 | 0 | 4169 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 678224 | 7687 | SH |  | SOLE |  | 0 | 0 | 7687 |
| AMAZON COM INC | COM | 023135106 |  | 510720 | 6080 | SH |  | SOLE |  | 0 | 0 | 6080 |
| APPLE INC | COM | 037833100 |  | 1578390 | 12148 | SH |  | SOLE |  | 0 | 0 | 12148 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1255061 | 4063 | SH |  | SOLE |  | 0 | 0 | 4063 |
| BOEING CO | COM | 097023105 |  | 542897 | 2850 | SH |  | SOLE |  | 0 | 0 | 2850 |
| CITIGROUP INC | COM NEW | 172967424 |  | 279657 | 6183 | SH |  | SOLE |  | 0 | 0 | 6183 |
| DEERE  CO | COM | 244199105 |  | 607982 | 1418 | SH |  | SOLE |  | 0 | 0 | 1418 |
| DISNEY WALT CO | COM | 254687106 |  | 251344 | 2893 | SH |  | SOLE |  | 0 | 0 | 2893 |
| EOG RES INC | COM | 26875P101 |  | 456558 | 3525 | SH |  | SOLE |  | 0 | 0 | 3525 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 233114 | 2113 | SH |  | SOLE |  | 0 | 0 | 2113 |
| HOME DEPOT INC | COM | 437076102 |  | 240685 | 762 | SH |  | SOLE |  | 0 | 0 | 762 |
| HONEYWELL INTL INC | COM | 438516106 |  | 400098 | 1867 | SH |  | SOLE |  | 0 | 0 | 1867 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 1548586 | 104776 | SH |  | SOLE |  | 664 | 0 | 104112 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 260862 | 13972 | SH |  | SOLE |  | 0 | 0 | 13972 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 173324 | 15503 | SH |  | SOLE |  | 0 | 0 | 15503 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 1136818 | 55374 | SH |  | SOLE |  | 298 | 0 | 55076 |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | 46137V589 |  | 3498580 | 370612 | SH |  | SOLE |  | 2203 | 0 | 368409 |
| INVESCO EXCHANGE TRADED FD T | HIG YLD EQ DIV | 46137V563 |  | 620700 | 30000 | SH |  | SOLE |  | 0 | 0 | 30000 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 449670 | 13000 | SH |  | SOLE |  | 0 | 0 | 13000 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1322945 | 28329 | SH |  | SOLE |  | 0 | 0 | 28329 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 340312 | 7169 | SH |  | SOLE |  | 0 | 0 | 7169 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 440400 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 10266318 | 121065 | SH |  | SOLE |  | 2946 | 0 | 118119 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 237972 | 3232 | SH |  | SOLE |  | 0 | 0 | 3232 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1443014 | 17059 | SH |  | SOLE |  | 98 | 0 | 16961 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 1113746 | 36480 | SH |  | SOLE |  | 288 | 0 | 36192 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 3141014 | 29767 | SH |  | SOLE |  | 599 | 0 | 29168 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 4114463 | 66750 | SH |  | SOLE |  | 0 | 0 | 66750 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 522040 | 5007 | SH |  | SOLE |  | 70 | 0 | 4937 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 611623 | 10829 | SH |  | SOLE |  | 0 | 0 | 10829 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1197575 | 17755 | SH |  | SOLE |  | 0 | 0 | 17755 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 211170 | 873 | SH |  | SOLE |  | 5 | 0 | 868 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7007438 | 18239 | SH |  | SOLE |  | 0 | 0 | 18239 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1005185 | 5765 | SH |  | SOLE |  | 0 | 0 | 5765 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1053574 | 7598 | SH |  | SOLE |  | 88 | 0 | 7510 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 906929 | 9351 | SH |  | SOLE |  | 0 | 0 | 9351 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 608468 | 5717 | SH |  | SOLE |  | 0 | 0 | 5717 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 2433010 | 51167 | SH |  | SOLE |  | 0 | 0 | 51167 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 249814 | 3596 | SH |  | SOLE |  | 0 | 0 | 3596 |
| ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 |  | 1782311 | 36174 | SH |  | SOLE |  | 129 | 0 | 36045 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 544900 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 701477 | 3971 | SH |  | SOLE |  | 0 | 0 | 3971 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 200882 | 1498 | SH |  | SOLE |  | 0 | 0 | 1498 |
| KINDER MORGAN INC DEL | COM | 49456B101 |  | 387961 | 21458 | SH |  | SOLE |  | 0 | 0 | 21458 |
| LILLY ELI  CO | COM | 532457108 |  | 218406 | 597 | SH |  | SOLE |  | 0 | 0 | 597 |
| MCDONALDS CORP | COM | 580135101 |  | 530486 | 2013 | SH |  | SOLE |  | 0 | 0 | 2013 |
| META PLATFORMS INC | CL A | 30303M102 |  | 203134 | 1688 | SH |  | SOLE |  | 0 | 0 | 1688 |
| MICROSOFT CORP | COM | 594918104 |  | 1997744 | 8330 | SH |  | SOLE |  | 448 | 0 | 7882 |
| NIKE INC | CL B | 654106103 |  | 536374 | 4584 | SH |  | SOLE |  | 0 | 0 | 4584 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 255745 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| ORACLE CORP | COM | 68389X105 |  | 361454 | 4422 | SH |  | SOLE |  | 0 | 0 | 4422 |
| PEPSICO INC | COM | 713448108 |  | 551374 | 3052 | SH |  | SOLE |  | 0 | 0 | 3052 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 220823 | 1457 | SH |  | SOLE |  | 0 | 0 | 1457 |
| QUALCOMM INC | COM | 747525103 |  | 418102 | 3803 | SH |  | SOLE |  | 0 | 0 | 3803 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 602870 | 31253 | SH |  | SOLE |  | 0 | 0 | 31253 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 3602349 | 69557 | SH |  | SOLE |  | 322 | 0 | 69235 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 506965 | 11314 | SH |  | SOLE |  | 0 | 0 | 11314 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1045733 | 30577 | SH |  | SOLE |  | 44 | 0 | 30533 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 612815 | 7006 | SH |  | SOLE |  | 6 | 0 | 7000 |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | 78463X863 |  | 390495 | 14587 | SH |  | SOLE |  | 0 | 0 | 14587 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 828104 | 27892 | SH |  | SOLE |  | 0 | 0 | 27892 |
| SPDR SER TR | BLOOMBERG HIGH Y | 78468R622 |  | 916778 | 10186 | SH |  | SOLE |  | 69 | 0 | 10117 |
| SPDR SER TR | BBG CONV SEC ETF | 78464A359 |  | 944051 | 14673 | SH |  | SOLE |  | 96 | 0 | 14577 |
| SPDR SER TR | BLOOMBERG INVT | 78468R200 |  | 1409133 | 46368 | SH |  | SOLE |  | 206 | 0 | 46162 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 224541 | 5490 | SH |  | SOLE |  | 0 | 0 | 5490 |
| TESLA INC | COM | 88160R101 |  | 268040 | 2176 | SH |  | SOLE |  | 0 | 0 | 2176 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 413392 | 2378 | SH |  | SOLE |  | 0 | 0 | 2378 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 325099 | 613 | SH |  | SOLE |  | 0 | 0 | 613 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 11430339 | 159108 | SH |  | SOLE |  | 954 | 0 | 158154 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 1388450 | 18444 | SH |  | SOLE |  | 107 | 0 | 18337 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 4478208 | 94417 | SH |  | SOLE |  | 569 | 0 | 93848 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 308508 | 1771 | SH |  | SOLE |  | 0 | 0 | 1771 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1584583 | 8288 | SH |  | SOLE |  | 0 | 0 | 8288 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 527053 | 2586 | SH |  | SOLE |  | 0 | 0 | 2586 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 2630300 | 31890 | SH |  | SOLE |  | 235 | 0 | 31655 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 2849401 | 27715 | SH |  | SOLE |  | 198 | 0 | 27517 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 1231317 | 29785 | SH |  | SOLE |  | 238 | 0 | 29547 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 3651071 | 93665 | SH |  | SOLE |  | 830 | 0 | 92835 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1820638 | 36788 | SH |  | SOLE |  | 0 | 0 | 36788 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 9291371 | 221381 | SH |  | SOLE |  | 1927 | 0 | 219454 |
| WALMART INC | COM | 931142103 |  | 343699 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |

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