13F Insight
DOSSIER · 13F-HR · Q2 2026

Alaska Wealth Advisors

$923M in tracked AUM across 90 positions as of Q2 2026.

AW
CIK 0001731601 · last filed Jun 30, 2026
Total AUM
$923M
as of Q2 2026
Holdings
90
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Alaska Wealth Advisors filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$213M286K23.1%02
IJH
ISHARES TR
$92M1.2M10.0%03
BND
VANGUARD BD INDEX FDS
$91M1.2M9.8%04
NFRA
FLEXSHARES TR
$52M815K5.7%05
IEFA
ISHARES TR
$52M540K5.7%06
IEMG
ISHARES INC
$44M532K4.8%07
IJR
ISHARES TR
$41M274K4.4%08
QAI
NEW YORK LIFE INVESTMENTS ET
$39M1.1M4.2%09
BNDX
VANGUARD CHARLOTTE FDS
$31M640K3.4%10
BBRE
J P MORGAN EXCHANGE TRADED F
$30M282K3.3%

Filing history

2026Q2Jun 30
$923M▲ 10.9%
90 positionsView →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 positionsLocked
Showing 12 of 30