Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alaska Wealth Advisors (CIK 1731601) reported $832.8M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($186.5M, 22.39%), BND ($87.7M, 10.53%), IJH ($81.3M, 9.76%), NFRA ($51.9M, 6.23%), IEFA ($47.8M, 5.74%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $186.5M | 22.39% | 286,736 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $87.7M | 10.53% | 1.2M | Added |
| 3 | IJH | ISHARES TR | $81.3M | 9.76% | 1.2M | Added |
| 4 | NFRA | FLEXSHARES TR | $51.9M | 6.23% | 811,403 | Added |
| 5 | IEFA | ISHARES TR | $47.8M | 5.74% | 527,727 | Trimmed |
| 6 | IEMG | ISHARES INC | $37.6M | 4.51% | 538,809 | Added |
| 7 | QAI | NEW YORK LIFE INVESTMENTS ET | $36.1M | 4.33% | 1.1M | Added |
| 8 | IJR | ISHARES TR | $34.4M | 4.13% | 276,648 | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $30.0M | 3.60% | 624,319 | Added |
| 10 | MUB | ISHARES TR | $28.2M | 3.39% | 266,033 | Added |
| 11 | BBRE | J P MORGAN EXCHANGE TRADED F | $27.4M | 3.29% | 286,209 | Added |
| 12 | SHM | SPDR SERIES TRUST | $22.3M | 2.68% | 467,214 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $18.6M | 2.23% | 237,095 | Added |
| 14 | BCD | ABRDN ETFS | $16.5M | 1.98% | 461,911 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $14.1M | 1.70% | 282,834 | Added |
| 16 | SNPE | DBX ETF TR | $9.5M | 1.14% | 159,889 | Trimmed |
| 17 | AAPL | APPLE INC | $7.7M | 0.92% | 30,239 | Added |
| 18 | NRIM | NORTHRIM BANCORP INC | $7.0M | 0.84% | 305,721 | Added |
| 19 | EAGG | ISHARES TR | $6.1M | 0.74% | 129,290 | Added |
| 20 | CMDY | ISHARES U S ETF TR | $6.0M | 0.72% | 101,070 | Trimmed |
| 21 | ESML | ISHARES TR | $5.6M | 0.67% | 119,313 | Trimmed |
| 22 | HELO | J P MORGAN EXCHANGE TRADED F | $5.2M | 0.62% | 81,339 | Added |
| 23 | SPLG | SPDR SERIES TRUST | $5.1M | 0.61% | 66,364 | Added |
| 24 | SHARONAI HOLDINGS INC | $4.8M | 0.57% | 210,676 | New | |
| 25 | SPHY | SPDR SERIES TRUST | $4.4M | 0.53% | 188,956 | Added |
Source: SEC Form 13F filings · as of 2026-03-31