Alaska Wealth Advisors, LLC
All 13F Filings
- Location
- Anchorage, AK
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 785,277
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 586.8 K | 74.7% | 13.76 K | 0 | 13.76 K |
| ETFs | 181 K | 23.0% | 6.482 K | 0 | 6.482 K |
| Debt | 17.55 K | 2.2% | 579 | 0 | 579 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
785,277
Holdings
85
QoQ value change ($000)
20,818
(2.7%)
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.