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CIK: 0001731601
Total reported value
$923.2M
$923.2M
85 檔
48.4%
According to the latest 13F quarterly dataset, Alaska Wealth Advisors, LLC managed an equity portfolio of $923.2M at the end of Q4 2025, spanning 85 distinct U.S. exchange-listed positions.
In Q4 2025, Alaska Wealth Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 26 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 | 24.08% | +0.72% | -2.45% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.69% | -0.69% | +3.85% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.88% | +0.22% | +2.42% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.52% | -0.09% | +13.68% | |
| 5 | NFRA | Flexshares Stoxx Global Broa | ETF-Other | 5.76% | -0.57% | +2.44% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-Other | 4.36% | -0.12% | +3.51% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.13% | +0.26% | -2.28% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.88% | +0.28% | +8.25% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.55% | -0.24% | +4.19% | |
| 10 | BBRE | JPM Betabldrs Msci US Reit | ETF-Other | 3.26% | -0.01% | +3.65% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.09% | -0.15% | +4.16% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 2.48% | -0.12% | +7.81% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.21% | -0.22% | +3.57% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.69% | -0.15% | +5.26% | |
| 15 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 1.65% | -0.23% | +3.65% | |
| 16 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 1.28% | +0.01% | -6.10% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.79% | -0.07% | +0.99% | |
| 18 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.70% | +0.02% | -0.40% | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.65% | -0.01% | +11.70% | |
| 20 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 0.63% | -0.13% | -1.42% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.55% | -0.01% | +2.87% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.18% | +13.31% | |
| 23 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.54% | -0.10% | — | |
| 24 | EUFN | Ishares Msci Europe Financia | ETF-Other | 0.47% | -0.10% | -0.82% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.44% | +0.05% | +24.31% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.05% | +176.34% | |
| 27 | NRIM | Northrim Bancorp Inc | Stock-Other | 0.33% | +0.08% | — | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.33% | -0.01% | +12.53% | |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.31% | +0.02% | — | |
| 30 | BUG | Global X Cybersecurity ETF | ETF-Other | 0.28% | — | — | |
| 31 | SCHH | Schwab US Reit ETF | ETF-Other | 0.25% | +0.02% | +8.61% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.25% | +0.03% | +19.21% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.25% | +0.08% | +16.34% | |
| 34 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | +0.07% | +14.98% | |
| 35 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.21% | +0.01% | -8.88% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.20% | -0.06% | +0.59% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.19% | -0.01% | — | |
| 38 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.18% | -0.04% | -84.26% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.11% | +6.46% | |
| 40 | VUG | Vanguard Growth ETF | ETF-Other | 0.14% | +0.02% | -3.01% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.13% | +0.03% | +14.90% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.13% | — | — | |
| 43 | DTCR | Global X Data Center & Digit | ETF-Other | 0.13% | — | — | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.13% | +0.05% | +17.93% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | +0.35% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | -0.03% | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.10% | +0.01% | +2.17% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.08% | -0.03% | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.08% | — | -5.46% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | — | +0.86% |
According to official SEC Form 13F filings, Alaska Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $923.2M across 85 disclosed positions in Q4 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 48.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
SOXX
市值: $4.3M
Top Position Liquidated / Trimmed
XSHQ
前期市值: $5.1M
During Q4 2025, Alaska Wealth Advisors, LLC's top holdings by market value included SPY (24.1%)、BND (10.7%)、IJH (9.9%). The largest single position, SPY, represented 24.1% of total portfolio value.
In Q4 2025, Alaska Wealth Advisors, LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 9 holdings, and fully liquidating 6 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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