Alaska Wealth Advisors, LLC

All 13F Filings

Location
Anchorage, AK
Most recent 13F
Q4 2025
Holdings value ($000)
785,277
Description
Website
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.