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 $923.2M across 90 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($213.4M, 23.11%), IJH ($92.1M, 9.98%), BND ($90.8M, 9.84%), NFRA ($52.3M, 5.66%), IEFA ($52.2M, 5.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $213.4M | 23.11% | 285,753 | Trimmed |
| 2 | IJH | ISHARES TR | $92.1M | 9.98% | 1.2M | Trimmed |
| 3 | BND | VANGUARD BD INDEX FDS | $90.8M | 9.84% | 1.2M | Added |
| 4 | NFRA | FLEXSHARES TR | $52.3M | 5.66% | 815,124 | Added |
| 5 | IEFA | ISHARES TR | $52.2M | 5.65% | 540,299 | Added |
| 6 | IEMG | ISHARES INC | $44.0M | 4.77% | 531,657 | Trimmed |
| 7 | IJR | ISHARES TR | $40.7M | 4.41% | 274,320 | Trimmed |
| 8 | QAI | NEW YORK LIFE INVESTMENTS ET | $38.9M | 4.21% | 1.1M | Added |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | $31.0M | 3.36% | 640,132 | Added |
| 10 | BBRE | J P MORGAN EXCHANGE TRADED F | $30.3M | 3.28% | 282,332 | Trimmed |
| 11 | MUB | ISHARES TR | $29.9M | 3.24% | 277,663 | Added |
| 12 | SHM | SPDR SERIES TRUST | $23.6M | 2.56% | 492,292 | Added |
| 13 | BSV | VANGUARD BD INDEX FDS | $18.6M | 2.01% | 238,422 | Added |
| 14 | BCD | ABRDN ETFS | $16.2M | 1.75% | 473,129 | Added |
| 15 | VTIP | VANGUARD MALVERN FDS | $14.3M | 1.55% | 284,320 | Added |
| 16 | SHAZ | SHARONAI HOLDINGS INC | $10.8M | 1.17% | 128,036 | Trimmed |
| 17 | SNPE | DBX ETF TR | $10.6M | 1.15% | 153,671 | Trimmed |
| 18 | AAPL | APPLE INC | $8.9M | 0.97% | 30,918 | Added |
| 19 | NRIM | NORTHRIM BANCORP INC | $8.5M | 0.92% | 305,721 | Hold |
| 20 | SPYM | SPDR SERIES TRUST | $7.3M | 0.79% | 82,873 | Added |
| 21 | ESML | ISHARES TR | $6.4M | 0.69% | 114,627 | Trimmed |
| 22 | EAGG | ISHARES TR | $6.2M | 0.67% | 130,455 | Added |
| 23 | HELO | J P MORGAN EXCHANGE TRADED F | $5.6M | 0.61% | 82,720 | Added |
| 24 | CMDY | ISHARES U S ETF TR | $5.4M | 0.59% | 98,138 | Trimmed |
| 25 | SPHY | SPDR SERIES TRUST | $4.8M | 0.52% | 205,021 | Added |
Source: SEC Form 13F filings · as of 2026-06-30