account_balance

Investment manager · 13F filer · SEC CIK 1731601

Alaska Wealth Advisors, LLC

Reported value$895Mas of Sep 30, 2026
Positions96 11 new, 5 sold out
Top 10 weight75.0%SPY alone is 24%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 24.3% Held
IJH iShares Tr 9.6% Held
BND Vanguard Bd Index FDS 9.5% Trimmed −2%
IEFA iShares Tr 6.0% Held
NFRA Flexshares Tr 5.8% Added +2%
IEMG iShares Inc 4.9% Held
QAI Nylim ETF Tr 4.3% Held
IJR iShares Tr 4.1% Held
MUB iShares Tr 3.4% Added +9%
BBRE J P Morgan Exchange Traded F 3.0% Trimmed −3%
SHM SPDR Series Trust 2.8% Added +8%
BNDX Vanguard Charlotte FDS 2.3% Trimmed −32%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 11, 2026 filing
add_circleNew
  • HYD $392K
  • JNJ $378K
  • SPCX $353K
  • IWR $298K
arrow_upwardAdded
  • SCHZ +42%
  • SPMD +21%
  • SCHE +20%
  • SPYM +19%
arrow_downwardTrimmed
  • BNDX −32%
  • BBRE −3%
  • AAPL −2%
  • BND −2%
remove_circleSold out
  • FTXL $3.85M
  • SOXX $3.45M
  • VBK $214K
  • IGF $204K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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