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CIK: 0001731601
Total reported value
$923.2M
$923.2M
83 檔
47.1%
During the Q3 2025 filing period, Alaska Wealth Advisors, LLC (CIK: 0001731601) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $923.2M across 83 reported positions.
In Q3 2025, Alaska Wealth Advisors, LLC displayed an active expansion posture, initiating 18 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 24.77% | +0.72% | -4.57% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.61% | -0.69% | +14.31% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.80% | +0.22% | -2.32% | |
| 4 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 6.00% | -0.57% | +5.15% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.75% | -0.09% | +13.41% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 4.34% | -0.12% | +4.65% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.26% | +0.26% | +2.09% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.64% | +0.28% | +4.34% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.58% | -0.24% | +12.97% | |
| 10 | BBRE | JPM Betabldrs Msci US Reit | ETF-Other | 3.33% | -0.01% | +10.94% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.03% | -0.15% | +45.36% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.37% | -0.12% | +41.61% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.19% | -0.22% | +11.72% | |
| 14 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.81% | -0.23% | +2291.34% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.69% | -0.15% | +8.11% | |
| 16 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.35% | +0.01% | -7.84% | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-Other | 1.19% | -0.04% | +0.68% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.80% | -0.07% | +11.66% | |
| 19 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 0.71% | -0.13% | -63.13% | |
| 20 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.71% | +0.02% | -8.57% | |
| 21 | XSHQ | Invesco S&p Smallcap Quality | ETF-Other | 0.67% | — | +1.94% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.59% | -0.01% | +1166.48% | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.56% | -0.01% | +1.80% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.18% | -1.15% | |
| 25 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.45% | -0.10% | -65.52% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.34% | +0.05% | -10.82% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.29% | -0.01% | +11.23% | |
| 28 | NRIM | Northrim Bancorp Inc | Stock-Other | 0.28% | +0.08% | +300.00% | |
| 29 | SCHH | Schwab US Reit ETF | ETF-Other | 0.24% | +0.02% | +6.74% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.23% | +0.01% | -2.27% | |
| 31 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.22% | +0.03% | +10.21% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.22% | +0.08% | +6.62% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.20% | -0.01% | — | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.19% | -0.06% | -64.77% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.19% | +0.07% | +3.64% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | +0.11% | -11.17% | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.14% | +0.02% | +1.12% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.14% | — | -0.42% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.05% | -3.31% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | +0.06% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.12% | +0.03% | +9.98% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.11% | +0.05% | +1.61% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | +3.17% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | -3.87% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | — | -0.57% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | -6.68% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | -0.01% | -19.60% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.03% | -0.67% | |
| 49 | KEL | Kellanova | Stock-Other | 0.07% | — | — | |
| 50 | WFC | Wells Fargo & Co | Stock-Financials | 0.06% | — | -3.35% |
According to official SEC Form 13F filings, Alaska Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $923.2M across 83 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, BND, IJH) accounted for 47.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
BCD
市值: $13.8M
Top Position Liquidated / Trimmed
KLG
前期市值: $264.3K
During Q3 2025, Alaska Wealth Advisors, LLC's top holdings by market value included SPY (24.8%)、BND (10.6%)、IJH (9.8%). The largest single position, SPY, represented 24.8% of total portfolio value.
In Q3 2025, Alaska Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 18 new buys, adding to 25 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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