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Alaska Wealth Advisors, LLC

Q1 2026 · 13F-HR

Alaska Wealth Advisors, LLCholdings as filed

Filed 2026-04-24 · accession 0001398344-26-007167

$832.8M
Reported value
85
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$186.5M22.4%286,736CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$87.7M10.5%1,190,886CommonSOLE
464287507IJHISHARES TR$81.3M9.76%1,203,288CommonSOLE
33939L795NFRAFLEXSHARES TR$51.9M6.23%811,403CommonSOLE
46432F842IEFAISHARES TR$47.8M5.74%527,727CommonSOLE
46434G103IEMGISHARES INC$37.6M4.51%538,809CommonSOLE
45409B107QAINEW YORK LIFE INVESTMENTS ET$36.1M4.33%1,057,898CommonSOLE
464287804IJRISHARES TR$34.4M4.13%276,648CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$30.0M3.60%624,319CommonSOLE
464288414MUBISHARES TR$28.2M3.39%266,033CommonSOLE
46641Q738BBREJ P MORGAN EXCHANGE TRADED F$27.4M3.29%286,209CommonSOLE
78468R739SHMSPDR SERIES TRUST$22.3M2.68%467,214CommonSOLE
921937827BSVVANGUARD BD INDEX FDS$18.6M2.23%237,095CommonSOLE
003261203BCDABRDN ETFS$16.5M1.98%461,911CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$14.1M1.70%282,834CommonSOLE
233051143SNPEDBX ETF TR$9.5M1.14%159,889CommonSOLE
037833100AAPLAPPLE INC$7.7M0.92%30,239CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$7.0M0.84%305,721CommonSOLE
46435U549EAGGISHARES TR$6.1M0.74%129,290CommonSOLE
46431W598CMDYISHARES U S ETF TR$6.0M0.72%101,070CommonSOLE
46435U663ESMLISHARES TR$5.6M0.67%119,313CommonSOLE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$5.2M0.62%81,339CommonSOLE
78464A854SPYMSPDR SERIES TRUST$5.1M0.61%66,364CommonSOLE
778920306SHAZSHARONAI HOLDINGS INC$4.8M0.57%210,676CommonSOLE
78468R606SPHYSPDR SERIES TRUST$4.4M0.53%188,956CommonSOLE
464287523SOXXISHARES TR$3.9M0.47%11,882CommonSOLE
33737A108GRIDFIRST TR EXCHANGE-TRADED FD$2.9M0.35%17,775CommonSOLE
78464A847SPMDSPDR SERIES TRUST$2.4M0.29%40,822CommonSOLE
808524839SCHZSCHWAB STRATEGIC TR$2.4M0.28%101,794CommonSOLE
46435G516ESGDISHARES TR$2.3M0.27%23,863CommonSOLE
808524847SCHHSCHWAB STRATEGIC TR$2.2M0.26%101,126CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$2.0M0.24%81,315CommonSOLE
33738R811FTXLFIRST TR EXCHANGE TRADED FD$2.0M0.24%13,467CommonSOLE
46434G863ESGEISHARES INC$1.8M0.22%40,318CommonSOLE
67066G104NVDANVIDIA CORPORATION$1.8M0.22%10,377CommonSOLE
464289180EUFNISHARES TR$1.7M0.21%49,769CommonSOLE
464285204IAUISHARES GOLD TR$1.7M0.20%18,793CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.4M0.17%2CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$1.2M0.15%37,362CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.2M0.15%25,388CommonSOLE
37954Y673PAVEGLOBAL X FDS$1.1M0.13%21,337CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$1.1M0.13%22,547CommonSOLE
922908736VUGVANGUARD INDEX FDS$1.0M0.12%2,333CommonSOLE
594918104MSFTMICROSOFT CORP$961,7380.12%2,598CommonSOLE
922908744VTVVANGUARD INDEX FDS$945,8800.11%4,821CommonSOLE
30231G102XOMEXXON MOBIL CORP$883,0240.11%5,205CommonSOLE
46434G822EWJISHARES INC$838,7490.10%9,933CommonSOLE
023135106AMZNAMAZON COM INC$702,0780.08%3,371CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$687,3400.08%690CommonSOLE
11135F101AVGOBROADCOM INC$684,9460.08%2,213CommonSOLE
922908769VTIVANGUARD INDEX FDS$584,2500.07%1,821CommonSOLE
46654Q591HOLAJ P MORGAN EXCHANGE TRADED F$551,1500.07%10,478CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$469,6160.06%980CommonSOLE
949746101WMT2WELLS FARGO & CO$466,6040.06%5,861CommonSOLE
78463X475SPGMSPDR INDEX SHS FDS$456,3800.05%6,028CommonSOLE
713448108PEPPEPSICO INC$437,3810.05%2,817CommonSOLE
580135101MCDMCDONALDS CORP$380,7180.05%1,225CommonSOLE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$379,0730.05%14,813CommonSOLE
46137V472XMHQINVESCO EXCHANGE TRADED FD T$351,4580.04%3,400CommonSOLE
931142103WMTWALMART INC$347,0520.04%2,792CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$345,0500.04%1,173CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$341,9380.04%8,900CommonSOLE
808524102SCHBSCHWAB STRATEGIC TR$337,1870.04%13,434CommonSOLE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$327,7360.04%15,113CommonSOLE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$327,3000.04%15,560CommonSOLE
464287200IVVISHARES TR$325,9520.04%499CommonSOLE
02079K305GOOGLALPHABET INC$309,7020.04%1,077CommonSOLE
02079K107GOOGALPHABET INC$302,0640.04%1,053CommonSOLE
78463V107GLDSPDR GOLD TR$301,2030.04%700CommonSOLE
92826C839VVISA INC$294,3820.04%974CommonSOLE
46982L108JJACOBS SOLUTIONS INC$293,8900.04%2,309CommonSOLE
46138E537PZAINVESCO EXCH TRADED FD TR II$281,3440.03%12,243CommonSOLE
30303M102METAMETA PLATFORMS INC$274,0500.03%479CommonSOLE
46132C107VMOINVESCO MUN OPPORTUNIT TR$271,5110.03%28,550CommonSOLE
45782C516EJANINNOVATOR ETFS TRUST$258,0380.03%7,605CommonSOLE
56501R106MFCMANULIFE FINL CORP$257,2320.03%7,469CommonSOLE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$245,2040.03%10,964CommonSOLE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$243,9500.03%9,385CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$231,2100.03%6,909CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$230,2390.03%3,593CommonSOLE
09260D107BXBLACKSTONE INC$229,9800.03%2,000CommonSOLE
46434V696IPACISHARES TR$222,1090.03%2,903CommonSOLE
46436E528IBHFISHARES TR$207,1290.02%9,025CommonSOLE
45783Y178IBUFINNOVATOR ETFS TRUST$203,2750.02%6,886CommonSOLE
140935107CVCAPSOVISION INC$80,8680.01%11,093CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.