Aletheian Wealth Advisors LLC

Family Office

Aletheian Wealth Advisors LLC is a Family Office based in Bellevue, WA led by Joshua Ray Betts, reporting $338.3M in AUM as of Q3 2025 with 81% ETF concentration and 57% concentrated in top 10 holdings.

CEOJoshua Ray Betts

Portfolio Value: $215.2M
Positions: 101
Top Holding: ITOT at 12.13%
Last Reported: Q3 2025

Address777 108th Ave Ne, Suite 2250, Bellevue, WA, 98004, United States

Top Holdings

Largest long holdings in Aletheian Wealth Advisors LLC's portfolio (56.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$26.1M	12.13%	-$255.8K Sold	— 179.1K shares	Q4 2021 Held for 3y 11m
2 Vanguard Total Bond Market BND	ETF ETF	$22.3M	10.34%	-$39.8K Sold	— 299.2K shares	Q4 2021 Held for 3y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$21.6M	10.05%	-$93.5K Sold	— 360.8K shares	Q4 2021 Held for 3y 11m
4 Vanguard Total International Bond BNDX	ETF ETF	$9.8M	4.55%	-$146.4K Sold	— 198.0K shares	Q4 2021 Held for 3y 11m
5 Vanguard FTSE Emerging Markets VWO	ETF ETF	$9.1M	4.24%	+$93.4K Bought	— 168.6K shares	Q4 2021 Held for 3y 11m
6 Invesco Global Listed Private Equity PSP	ETF ETF	$8.4M	3.92%	+$171.1K Bought	— 122.1K shares	Q4 2021 Held for 3y 11m
7 iShares Core S&P 500 ETF IVV	ETF ETF	$8.0M	3.73%	-$15.4K Sold	— 12.0K shares	Q4 2021 Held for 3y 11m
8 Vanguard Real Estate VNQ	ETF ETF	$6.1M	2.84%	+$233.9K Bought	— 66.8K shares	Q4 2021 Held for 3y 11m
9 iShares National Muni Bond MUB	ETF ETF	$5.5M	2.56%	+$415.5K Bought	— 51.7K shares	Q4 2021 Held for 3y 11m
10 Vanguard FTSE All-World EX-US Small-Cap Index Fund VSS	ETF ETF	$4.7M	2.19%	+$64.3K Bought	— 33.1K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aletheian Wealth Advisors LLC's latest filing

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Market Value

$215.2M

Prior: $203.3M

Q/Q Change

+5.85%

+$11.9M

Net Flows % of MV

+0.405%

Turnover Ratio

1.49%

New Purchases

3 stocks

$635.9K

Added To

34 stocks

+$2.8M

Sold Out Of

4 stocks

$853.8K

Reduced Holdings

54 stocks

-$1.7M

Increased Positions

Position	Shares Δ	Change
1 Lam Research LRCX	New	0 → 1.7K +$223.2K
2 Amphenol APH	New	0 → 1.7K +$210.1K
3 Morgan Stanley MS	New	0 → 1.3K +$202.5K
4 Northern Dynasty Minerals NAK	+54.03%	109.2K → 168.2K +$70.8K
5 iShares Core International Aggregate Bond IAGG	+24.42%	68.2K → 84.9K +$853.9K

Decreased Positions

Position	Shares Δ	Change
1 Booking Holdings Inc. BKNG	Sold	39.0 → 0 −$225.8K
2 SAP SAP SAP	Sold	692.0 → 0 −$210.4K
3 Accenture ACN	Sold	699.0 → 0 −$208.9K
4 ServiceNow NOW	Sold	203.0 → 0 −$208.7K
5 Vanguard Tax-Exempt Bond Index Fund VTEB	-13.57%	34.1K → 29.4K −$231.5K