13F Insight
DOSSIER · 13F-HR · Q1 2026

Alaska Wealth Advisors

$833M in tracked AUM across 85 positions as of Q1 2026.

AW
CIK 0001731601 · last filed Mar 31, 2026
Total AUM
$833M
as of Q1 2026
Holdings
85
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Alaska Wealth Advisors filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$186M287K22.4%02
BND
VANGUARD BD INDEX FDS
$88M1.2M10.5%03
IJH
ISHARES TR
$81M1.2M9.8%04
NFRA
FLEXSHARES TR
$52M811K6.2%05
IEFA
ISHARES TR
$48M528K5.7%06
IEMG
ISHARES INC
$38M539K4.5%07
QAI
NEW YORK LIFE INVESTMENTS ET
$36M1.1M4.3%08
IJR
ISHARES TR
$34M277K4.1%09
BNDX
VANGUARD CHARLOTTE FDS
$30M624K3.6%10
MUB
ISHARES TR
$28M266K3.4%

Filing history

2026Q1Mar 31
$833M▲ 6.1%
85 positionsView →2025Q4Dec 31
$785M▲ 2.7%
85 positionsView →2025Q3Sep 30
$764M▲ 9.5%
83 positionsView →2025Q2Jun 30
$698M▲ 9.3%
78 positionsLocked2025Q1Mar 31
$639M▼ 0.7%
59 positionsLocked2024Q4Dec 31
$643M▼ 3.5%
64 positionsLocked2024Q3Sep 30
$666M▲ 3.4%
113 positionsLocked2024Q2Jun 30
$645M▼ 2.6%
112 positionsLocked2024Q1Mar 31
$662M▲ 10.2%
126 positionsLocked2023Q4Dec 31
$601M▼ 4.3%
123 positionsLocked2023Q3Sep 30
$627M▼ 1.1%
116 positionsLocked2023Q2Jun 30
$634M▲ 6.1%
121 positionsLocked
Showing 12 of 29