Alaska Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Anchorage, AK
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$923,226
Net value change ($000)
+90,412 (10.9%)
New positions
7
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 26,916 14.4%
IJH 10,861 13.4%
IEMG 6,460 17.2%
IJR 6,294 18.3%
SHAZ 6,051 126.4%
IEFA 4,407 9.2%
BND 3,123 3.6%
BBRE 2,899 10.6%
QAI 2,764 7.7%
SPYM 2,203 43.4%
Top Reduces (Value $000, Stocks/ETFs)
EUFN -757 -43.7%
CMDY -586 -9.8%
SOXX -456 -11.7%
BCD -370 -2.2%
IBIT -342 -100.0%
IAU -330 -19.9%
EWJ -247 -29.4%
XOM -155 -17.6%
CV -81 -100.0%
IVV -42 -12.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type