Alaska Wealth Advisors, LLC

All 13F Filings

Location
Anchorage, AK
Most recent 13F
Q2 2026
Holdings value ($000)
923,226
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 90 923,226 13F-HR Alaska Wealth Advisors, LLC
Q1 2026 4/24/2026 85 832,814 13F-HR Alaska Wealth Advisors, LLC
Q4 2025 2/13/2026 85 785,277 13F-HR Alaska Wealth Advisors, LLC
Q3 2025 10/31/2025 83 764,459 13F-HR Alaska Wealth Advisors
Q2 2025 7/29/2025 78 698,077 13F-HR Alaska Wealth Advisors
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 154.8 K 16.8% 15.54 K 0 15.54 K
ETFs 749.9 K 81.2% 75.1 K 0 75.1 K
Debt 18.58 K 2.0% 0 223 -223
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
923,226
Holdings
90
QoQ value change ($000)
90,412 (10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.