# EDGAR Filing Document

**Accession Number:** 0001922281
**File Stem:** 0001667731-25-000729
**Filing Date:** 2025-7
**Character Count:** 13656
**Document Hash:** 6bbda92e885ec7ba92ad767bdde3db06
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001667731-25-000729.hdr.sgml**: 20250707

**ACCESSION NUMBER**: 0001667731-25-000729

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250707

**DATE AS OF CHANGE**: 20250707

**EFFECTIVENESS DATE**: 20250707

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Aletheian Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0001922281

**ORGANIZATION NAME:**
- **EIN:** 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:** 251107117

**BUSINESS ADDRESS:**
- **STREET 1:** 777 108TH AVE NE, SUITE 2250
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98004
- **BUSINESS PHONE:** 4254582792

**MAIL ADDRESS:**
- **STREET 1:** 777 108TH AVE NE, SUITE 2250
- **CITY:** BELLEVUE
- **STATE:** WA
- **ZIP:** 98004

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** 777 108th Ave Ne Suite 2250<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  07-07-2025<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:** 100

**Form 13F Information Table Value Total:** $203277235

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 210679 | 1549 | SH |  | SOLE |  | 1549 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 344370 | 1855 | SH |  | SOLE |  | 1855 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 208924 | 699 | SH |  | SOLE |  | 699 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 947617 | 5342 | SH |  | SOLE |  | 5342 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1135626 | 6444 | SH |  | SOLE |  | 6444 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 2114700 | 9639 | SH |  | SOLE |  | 9639 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3708653 | 18076 | SH |  | SOLE |  | 18076 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 217397 | 7512 | SH |  | SOLE |  | 7512 | 0 | 0 |
| BANCO SANTANDER S.A. | ADR | 05964H105 |  | 88329 | 10642 | SH |  | SOLE |  | 10642 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 258698 | 5467 | SH |  | SOLE |  | 5467 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 814151 | 1676 | SH |  | SOLE |  | 1676 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 312772 | 2091 | SH |  | SOLE |  | 2091 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 225780 | 39 | SH |  | SOLE |  | 39 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1476381 | 5356 | SH |  | SOLE |  | 5356 | 0 | 0 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 208930 | 982 | SH |  | SOLE |  | 982 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 276017 | 711 | SH |  | SOLE |  | 711 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 217675 | 1520 | SH |  | SOLE |  | 1520 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 248797 | 3586 | SH |  | SOLE |  | 3586 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 345472 | 4883 | SH |  | SOLE |  | 4883 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 2805672 | 8005 | SH |  | SOLE |  | 3449 | 0 | 4556 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 529618 | 535 | SH |  | SOLE |  | 535 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 795121 | 1020 | SH |  | SOLE |  | 1020 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 535061 | 4963 | SH |  | SOLE |  | 4963 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 290336 | 1128 | SH |  | SOLE |  | 1128 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 220818 | 312 | SH |  | SOLE |  | 312 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 410270 | 1119 | SH |  | SOLE |  | 1119 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 244667 | 830 | SH |  | SOLE |  | 830 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 248891 | 316 | SH |  | SOLE |  | 316 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 1586802 | 121688 | SH |  | SOLE |  | 114496 | 0 | 7192 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 1562139 | 74672 | SH |  | SOLE |  | 72954 | 0 | 1718 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 613064 | 55082 | SH |  | SOLE |  | 55082 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | 46137V118 |  | 8238795 | 119663 | SH |  | SOLE |  | 115122 | 0 | 4541 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1281976 | 21356 | SH |  | SOLE |  | 21356 | 0 | 0 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 3486688 | 68246 | SH |  | SOLE |  | 68197 | 0 | 49 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 842385 | 7922 | SH |  | SOLE |  | 7922 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3216681 | 32426 | SH |  | SOLE |  | 32083 | 0 | 343 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 328514 | 2985 | SH |  | SOLE |  | 2985 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3134507 | 37548 | SH |  | SOLE |  | 37548 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1046666 | 14401 | SH |  | SOLE |  | 14400 | 0 | 1 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1255205 | 13552 | SH |  | SOLE |  | 13063 | 0 | 489 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 3073990 | 100195 | SH |  | SOLE |  | 96515 | 0 | 3680 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 24428600 | 180899 | SH |  | SOLE |  | 168381 | 0 | 12518 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 228963 | 4048 | SH |  | SOLE |  | 3970 | 0 | 78 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1054109 | 6682 | SH |  | SOLE |  | 6183 | 0 | 499 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 635926 | 7058 | SH |  | SOLE |  | 7058 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 4990069 | 47761 | SH |  | SOLE |  | 47761 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7456513 | 12009 | SH |  | SOLE |  | 12009 | 0 | 0 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 1538540 | 59518 | SH |  | SOLE |  | 59389 | 0 | 129 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 1124536 | 22007 | SH |  | SOLE |  | 21250 | 0 | 757 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 623261 | 12240 | SH |  | SOLE |  | 12240 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 343382 | 2248 | SH |  | SOLE |  | 2248 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 885095 | 3053 | SH |  | SOLE |  | 3053 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 287138 | 612 | SH |  | SOLE |  | 612 | 0 | 0 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 |  | 55420 | 13040 | SH |  | SOLE |  | 13040 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 540586 | 962 | SH |  | SOLE |  | 962 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 255941 | 876 | SH |  | SOLE |  | 876 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1575822 | 2135 | SH |  | SOLE |  | 2135 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 4450356 | 8947 | SH |  | SOLE |  | 8947 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 460661 | 344 | SH |  | SOLE |  | 344 | 0 | 0 |
| NORTHERN DYNASTY MINERALS LT | COM NEW | 66510M204 |  | 146328 | 109200 | SH |  | SOLE |  | 109200 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3879128 | 24553 | SH |  | SOLE |  | 24553 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 414741 | 1897 | SH |  | SOLE |  | 1897 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 341618 | 2506 | SH |  | SOLE |  | 2506 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 314903 | 1729 | SH |  | SOLE |  | 1729 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 447211 | 2807 | SH |  | SOLE |  | 2807 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 263858 | 1807 | SH |  | SOLE |  | 1807 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 234241 | 859 | SH |  | SOLE |  | 859 | 0 | 0 |
| SAP SE | SPON ADR | 803054204 |  | 210437 | 692 | SH |  | SOLE |  | 692 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 616250 | 25860 | SH |  | SOLE |  | 25856 | 0 | 4 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 2093638 | 78473 | SH |  | SOLE |  | 76242 | 0 | 2231 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 840823 | 36180 | SH |  | SOLE |  | 36179 | 0 | 1 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 858842 | 40588 | SH |  | SOLE |  | 40588 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 208700 | 203 | SH |  | SOLE |  | 203 | 0 | 0 |
| SPDR INDEX SHS FDS | DJ INTL RL ETF | 78463X863 |  | 850578 | 31043 | SH |  | SOLE |  | 31043 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 793753 | 19604 | SH |  | SOLE |  | 19604 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG INVT | 78468R200 |  | 1975100 | 64064 | SH |  | SOLE |  | 62351 | 0 | 1713 |
| SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 |  | 2753575 | 33312 | SH |  | SOLE |  | 32229 | 0 | 1083 |
| SPDR SERIES TRUST | BLOOMBERG HIGH Y | 78468R622 |  | 1121854 | 11533 | SH |  | SOLE |  | 11177 | 0 | 356 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 400221 | 9623 | SH |  | SOLE |  | 9121 | 0 | 502 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 457057 | 2018 | SH |  | SOLE |  | 2018 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 982522 | 3093 | SH |  | SOLE |  | 3093 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 249634 | 800 | SH |  | SOLE |  | 800 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 22072485 | 299776 | SH |  | SOLE |  | 285366 | 0 | 14410 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2753705 | 34990 | SH |  | SOLE |  | 33889 | 0 | 1101 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 9947285 | 200915 | SH |  | SOLE |  | 194728 | 0 | 6187 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 236980 | 1000 | SH |  | SOLE |  | 1000 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1276202 | 4199 | SH |  | SOLE |  | 4199 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 5722061 | 64249 | SH |  | SOLE |  | 61779 | 0 | 2470 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 505266 | 1771 | SH |  | SOLE |  | 1771 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 390363 | 1395 | SH |  | SOLE |  | 1395 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 8251275 | 166827 | SH |  | SOLE |  | 160850 | 0 | 5977 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 2847459 | 61700 | SH |  | SOLE |  | 59440 | 0 | 2260 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 4385737 | 32634 | SH |  | SOLE |  | 31217 | 0 | 1417 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1670501 | 34071 | SH |  | SOLE |  | 34071 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 447358 | 6475 | SH |  | SOLE |  | 6475 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 20659937 | 362391 | SH |  | SOLE |  | 351423 | 0 | 10968 |
| VISA INC | COM CL A | 92826C839 |  | 624178 | 1758 | SH |  | SOLE |  | 1758 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 488411 | 4995 | SH |  | SOLE |  | 4995 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 265678 | 3316 | SH |  | SOLE |  | 3316 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 233590 | 3719 | SH |  | SOLE |  | 3719 | 0 | 0 |

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