# EDGAR Filing Document

**Accession Number:** 0001922281
**File Stem:** 0002085853-26-000305
**Filing Date:** 2026-4
**Character Count:** 13397
**Document Hash:** c848b0caeae5689db60f5605bdbbf978
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000305.hdr.sgml**: 20260409

**ACCESSION NUMBER**: 0002085853-26-000305

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260409

**DATE AS OF CHANGE**: 20260409

**EFFECTIVENESS DATE**: 20260409

**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:** 26850391

**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:** 03-31-2026

**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  04-09-2026<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:** 97

**Form 13F Information Table Value Total:** $205159665

      (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 |
| ABBVIE INC | COM | 00287Y109 |  | 371960 | 1710 | SH |  | SOLE |  | 1710 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 254084 | 1249 | SH |  | SOLE |  | 1249 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1685102 | 5860 | SH |  | SOLE |  | 5860 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1380657 | 4813 | SH |  | SOLE |  | 4813 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1813407 | 8707 | SH |  | SOLE |  | 8707 | 0 | 0 |
| AMPHENOL CORP | CL A | 032095101 |  | 202539 | 1603 | SH |  | SOLE |  | 1603 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 203291 | 639 | SH |  | SOLE |  | 639 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 3900245 | 15368 | SH |  | SOLE |  | 15368 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 254634 | 745 | SH |  | SOLE |  | 745 | 0 | 0 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 207370 | 157 | SH |  | SOLE |  | 157 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 237900 | 4880 | SH |  | SOLE |  | 4880 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 723592 | 1510 | SH |  | SOLE |  | 1510 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 229750 | 1998 | SH |  | SOLE |  | 1998 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1451602 | 4690 | SH |  | SOLE |  | 4690 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 450581 | 636 | SH |  | SOLE |  | 636 | 0 | 0 |
| CHEVRON CORPORATION | COM | 166764100 |  | 416941 | 2015 | SH |  | SOLE |  | 2015 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 253487 | 3267 | SH |  | SOLE |  | 3267 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 308459 | 4056 | SH |  | SOLE |  | 4056 | 0 | 0 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 994229 | 5694 | SH |  | SOLE |  | 3432 | 0 | 2262 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 217140 | 1645 | SH |  | SOLE |  | 1645 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 481276 | 483 | SH |  | SOLE |  | 483 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 855386 | 930 | SH |  | SOLE |  | 930 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 727410 | 4287 | SH |  | SOLE |  | 4287 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 320944 | 1131 | SH |  | SOLE |  | 1131 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 229263 | 271 | SH |  | SOLE |  | 271 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 325272 | 989 | SH |  | SOLE |  | 989 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 2212388 | 127736 | SH |  | SOLE |  | 120521 | 0 | 7215 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 |  | 588789 | 54117 | SH |  | SOLE |  | 54117 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 1728918 | 84709 | SH |  | SOLE |  | 82290 | 0 | 2419 |
| INVESCO EXCHANGE TRADED FD T | GBL LISTED PVT | 46137V118 |  | 7436858 | 131579 | SH |  | SOLE |  | 125546 | 0 | 6033 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1455078 | 20861 | SH |  | SOLE |  | 20861 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 1095154 | 13967 | SH |  | SOLE |  | 13966 | 0 | 1 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 1394818 | 14850 | SH |  | SOLE |  | 14257 | 0 | 592 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2857781 | 28788 | SH |  | SOLE |  | 28445 | 0 | 343 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 861970 | 8094 | SH |  | SOLE |  | 8094 | 0 | 0 |
| ISHARES TR | CONV BD ETF | 46435G102 |  | 681713 | 6697 | SH |  | SOLE |  | 6697 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 6084200 | 57317 | SH |  | SOLE |  | 57317 | 0 | 0 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 3043291 | 100372 | SH |  | SOLE |  | 95811 | 0 | 4562 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 341844 | 3098 | SH |  | SOLE |  | 3098 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 7154904 | 10953 | SH |  | SOLE |  | 10953 | 0 | 0 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 22979122 | 161336 | SH |  | SOLE |  | 147380 | 0 | 13956 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 4624934 | 92425 | SH |  | SOLE |  | 90189 | 0 | 2236 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 3349429 | 36998 | SH |  | SOLE |  | 36998 | 0 | 0 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 239611 | 4048 | SH |  | SOLE |  | 3970 | 0 | 78 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1206976 | 6366 | SH |  | SOLE |  | 5817 | 0 | 549 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 2085705 | 61689 | SH |  | SOLE |  | 61119 | 0 | 570 |
| ISHARES U S ETF TR | SHORT DURATION B | 46431W507 |  | 1132633 | 22281 | SH |  | SOLE |  | 21139 | 0 | 1142 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 547117 | 10732 | SH |  | SOLE |  | 10732 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 513080 | 2099 | SH |  | SOLE |  | 2099 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 801586 | 2725 | SH |  | SOLE |  | 2725 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 251782 | 171 | SH |  | SOLE |  | 171 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 318994 | 1493 | SH |  | SOLE |  | 1493 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 251846 | 508 | SH |  | SOLE |  | 508 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 411220 | 823 | SH |  | SOLE |  | 823 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 226566 | 729 | SH |  | SOLE |  | 729 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 239618 | 1992 | SH |  | SOLE |  | 1992 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1087047 | 1900 | SH |  | SOLE |  | 1900 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 318245 | 942 | SH |  | SOLE |  | 942 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 2898823 | 7831 | SH |  | SOLE |  | 7831 | 0 | 0 |
| NETFLIX INC. | COM | 64110L106 |  | 338256 | 3518 | SH |  | SOLE |  | 3518 | 0 | 0 |
| NORTHERN DYNASTY MINERALS LT | COM NEW | 66510M204 |  | 235480 | 168200 | SH |  | SOLE |  | 168200 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3771574 | 21626 | SH |  | SOLE |  | 21626 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 226991 | 1543 | SH |  | SOLE |  | 1543 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 295632 | 2021 | SH |  | SOLE |  | 2021 | 0 | 0 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 244042 | 1476 | SH |  | SOLE |  | 1476 | 0 | 0 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 233993 | 1620 | SH |  | SOLE |  | 1620 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 344905 | 1788 | SH |  | SOLE |  | 1788 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 790015 | 36762 | SH |  | SOLE |  | 36762 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 840169 | 36183 | SH |  | SOLE |  | 36182 | 0 | 1 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 2374812 | 89245 | SH |  | SOLE |  | 86331 | 0 | 2914 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 630243 | 25109 | SH |  | SOLE |  | 25105 | 0 | 4 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 680479 | 14906 | SH |  | SOLE |  | 14906 | 0 | 0 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X863 |  | 680035 | 25546 | SH |  | SOLE |  | 25546 | 0 | 0 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R200 |  | 2329437 | 75680 | SH |  | SOLE |  | 73477 | 0 | 2203 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 2780075 | 30377 | SH |  | SOLE |  | 29091 | 0 | 1285 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 1178821 | 12315 | SH |  | SOLE |  | 11852 | 0 | 463 |
| SSGA ACTIVE ETF TR | STATE STREET BLA | 78467V608 |  | 441701 | 11004 | SH |  | SOLE |  | 10454 | 0 | 550 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 485634 | 1437 | SH |  | SOLE |  | 1437 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1037554 | 2791 | SH |  | SOLE |  | 2756 | 0 | 35 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 2988089 | 38109 | SH |  | SOLE |  | 36303 | 0 | 1805 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 25032124 | 339926 | SH |  | SOLE |  | 319787 | 0 | 20139 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 9862999 | 205265 | SH |  | SOLE |  | 198946 | 0 | 6320 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 5744461 | 64763 | SH |  | SOLE |  | 61961 | 0 | 2801 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 295149 | 1028 | SH |  | SOLE |  | 1028 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 265587 | 1014 | SH |  | SOLE |  | 1014 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 1275220 | 3975 | SH |  | SOLE |  | 3975 | 0 | 0 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 529263 | 1771 | SH |  | SOLE |  | 1771 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 8972557 | 166005 | SH |  | SOLE |  | 159437 | 0 | 6568 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 4711357 | 32316 | SH |  | SOLE |  | 30787 | 0 | 1529 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 |  | 2678183 | 60252 | SH |  | SOLE |  | 57773 | 0 | 2479 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1088051 | 21809 | SH |  | SOLE |  | 21809 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 499287 | 6475 | SH |  | SOLE |  | 6475 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 20857355 | 325489 | SH |  | SOLE |  | 314030 | 0 | 11460 |
| VISA INC | COM CL A | 92826C839 |  | 449431 | 1487 | SH |  | SOLE |  | 1487 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 559881 | 4505 | SH |  | SOLE |  | 4505 | 0 | 0 |
| WELLS FARGO  CO | COM | 949746101 |  | 223704 | 2810 | SH |  | SOLE |  | 2810 | 0 | 0 |
| WILLIAMS COS INC | COM | 969457100 |  | 268558 | 3690 | SH |  | SOLE |  | 3690 | 0 | 0 |

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