Alaska Wealth Advisors, LLC
โขCIK: 1731601โขFiling: Q4 2025
**Alaska Wealth Advisors, LLC** manages $785M across a diversified portfolio of 85 holdings. The strategy exhibits significant allocations to broad market indices, notably maintaining a substantial $189.1M position in SPY. Core holdings also include fixed income exposure via BND ($83.9M) and international equity through IEFA ($51.2M). This structure suggests a balanced, multi-asset approach targeting broad market capture.
Total AUM
$785.3M
QoQ Performance
+2.7%
Positions
50
Top 10 Concentration
76.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
BND
IJH
IEFA
NFRA
SPY24.1%
BND10.7%
IJH9.9%
IEFA6.5%
NFRA5.8%
QAI4.4%
IEMG4.1%
IJR3.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other73.8%
ETF24.1%
Technology1.2%
Financial0.4%
Consumer0.3%
Energy0.1%
Consumer Staples0.1%
Healthcare0.0%
๐ช Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW8 new positions
โ45 increased
โ21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023