Alaska Wealth Advisors Top Holdings and 13F Report (2025) About Alaska Wealth AdvisorsInvestment ActivityAlaska Wealth Advisors has $698.08 million in total holdings as of June 30, 2025.Alaska Wealth Advisors owns shares of 78 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 5.46% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Alaska Wealth Advisors has purchased 59 new stocks and bought additional shares in 31 stocks.Alaska Wealth Advisors sold shares of 19 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $184,024,429iShares Core S&P Mid-Cap ETF $72,887,935Vanguard Total Bond Market ETF $70,270,453FlexShares STOXX Global Broad Infrastructure Index Fund $42,910,735iShares Core MSCI EAFE ETF $37,045,456 Largest New Holdings this Quarter 67066G104 - NVIDIA $917,703 Holding11135F101 - Broadcom $634,546 Holding003261203 - abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF $558,014 Holding464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $532,047 Holding92826C839 - Visa $355,791 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 24,577 shares (about $15.18M)iShares Core S&P Mid-Cap ETF 127,181 shares (about $7.89M)iShares Core S&P Small-Cap ETF 23,381 shares (about $2.56M)NYLI Hedge Multi-Strategy Tracker ETF 32,042 shares (about $1.04M)NVIDIA 5,809 shares (about $917.70K) Largest Sales this Quarter Vanguard Total Bond Market ETF 64,550 shares (about $4.75M)iShares Bloomberg Roll Select Commodity Strategy ETF 52,224 shares (about $2.63M)iShares National Muni Bond ETF 13,154 shares (about $1.37M)FlexShares STOXX Global Broad Infrastructure Index Fund 19,753 shares (about $1.22M)Vanguard Total International Bond ETF 23,793 shares (about $1.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlaska Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$184,024,429$15,184,922 ▲9.0%297,84626.4%FinanceIJHiShares Core S&P Mid-Cap ETF$72,887,935$7,887,764 ▲12.1%1,175,23310.4%ETFBNDVanguard Total Bond Market ETF$70,270,453$4,752,814 ▼-6.3%954,37310.1%ETFNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$42,910,735$1,222,315 ▼-2.8%693,4516.1%ETFIEFAiShares Core MSCI EAFE ETF$37,045,456$691,883 ▼-1.8%443,7645.3%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$30,453,455$1,035,597 ▲3.5%942,2484.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$29,027,023$127,984 ▲0.4%483,5424.2%ETFIJRiShares Core S&P Small-Cap ETF$24,520,582$2,555,304 ▲11.6%224,3633.5%ETFBNDXVanguard Total International Bond ETF$24,263,298$1,177,991 ▼-4.6%490,0693.5%ETFBBREJPMorgan BetaBuilders MSCI US REIT ETF$22,119,420$778,791 ▲3.6%240,1413.2%ETFMUBiShares National Muni Bond ETF$15,628,705$1,374,326 ▼-8.1%149,5862.2%ETFBSVVanguard Short-Term Bond ETF$14,965,060$2,282 ▲0.0%190,1532.1%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$14,188,349$2,634,025 ▼-15.7%281,3082.0%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$12,716,945$1,090,333 ▼-7.9%265,8781.8%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$11,872,987$331,028 ▼-2.7%236,1841.7%ManufacturingSNPEXtrackers S&P 500 Scored & Screened ETF$10,288,233$762,089 ▲8.0%186,0441.5%ETFEUFNiShares MSCI Europe Financials ETF$9,211,573$62,406 ▲0.7%291,2291.3%ETFEWJiShares MSCI Japan ETF$8,437,802$261,271 ▲3.2%112,5491.2%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$5,448,038$639,954 ▲13.3%131,8180.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$5,440,668$592,824 ▼-9.8%114,4440.8%ETFXSHQInvesco S&P SmallCap Quality ETF$4,752,865$289,998 ▲6.5%116,6920.7%ETFSPHYSPDR Portfolio High Yield Bond ETF$4,172,378$76,279 ▼-1.8%175,3100.6%ETFIAUiShares Gold Trust$3,476,071$22,512 ▲0.7%55,7420.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,475,236$247,291 ▲7.7%47,8090.5%ETFAAPLApple$2,369,242$717,871 ▲43.5%11,5480.3%Computer and TechnologyNRIMNorthrim BanCorp$2,279,992$278,005 ▼-10.9%24,4480.3%FinanceESGDiShares ESG Aware MSCI EAFE ETF$1,940,535$108,938 ▼-5.3%21,7500.3%ManufacturingSCHHSchwab U.S. REIT ETF$1,719,448$23,763 ▼-1.4%81,2590.2%ETFESGEiShares ESG Aware MSCI EM ETF$1,609,456$70,232 ▼-4.2%41,0890.2%ManufacturingSCHZSchwab U.S. Aggregate Bond ETF$1,486,276$53,940 ▼-3.5%63,9530.2%ETFMSFTMicrosoft$1,482,198$135,785 ▲10.1%2,9800.2%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$1,473,916$112,240 ▲8.2%27,1040.2%ETFBRK.ABerkshire Hathaway$1,457,6000.0%20.2%FinanceSCHFSchwab International Equity ETF$1,304,426$15,846 ▲1.2%59,0240.2%ETFVUGVanguard Growth ETF$978,070$6,138 ▼-0.6%2,2310.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$967,7190.0%22,6420.1%ETFNVDANVIDIA$917,703$917,703 ▲New Holding5,8090.1%Computer and TechnologyVTVVanguard Value ETF$897,132$48,073 ▼-5.1%5,0760.1%ETFAMZNAmazon.com$781,028$291,130 ▲59.4%3,5600.1%Retail/WholesaleSCHESchwab Emerging Markets Equity ETF$768,942$18,687 ▲2.5%25,5120.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$747,374$113,359 ▲17.9%17,5440.1%ETFBRK.BBerkshire Hathaway$746,045$203,025 ▲37.4%1,5360.1%FinanceCOSTCostco Wholesale$691,275$60,412 ▲9.6%6980.1%Retail/WholesaleAVGOBroadcom$634,546$634,546 ▲New Holding2,3020.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$632,5300.0%2,0810.1%ETFXMHQInvesco S&P MidCap Quality ETF$612,428$115,530 ▼-15.9%6,2340.1%ETFXOMExxon Mobil$564,713$8,839 ▲1.6%5,2390.1%EnergyBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$558,014$558,014 ▲New Holding16,8330.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$532,047$532,047 ▲New Holding9,9840.1%ManufacturingWFCWells Fargo & Company$490,241$6,329 ▲1.3%6,1190.1%FinanceMCDMcDonald's$395,014$36,229 ▲10.1%1,3520.1%Retail/WholesaleSCHBSchwab US Broad Market ETF$388,757$47,993 ▼-11.0%16,3140.1%ETFOXYOccidental Petroleum$386,686$8,612 ▲2.3%9,2050.1%EnergyPEPPepsiCo$379,894$13,072 ▲3.6%2,8770.1%Consumer StaplesMETAMeta Platforms$362,402$8,857 ▲2.5%4910.1%Computer and TechnologyVVisa$355,791$355,791 ▲New Holding1,0020.1%Business ServicesJ P MORGAN EXCHANGE TRADED F$341,473$341,473 ▲New Holding5,4570.0%HEDGED EQUITY LAJPMJPMorgan Chase & Co.$337,165$337,165 ▲New Holding1,1630.0%FinanceTSLATesla$312,895$10,165 ▲3.4%9850.0%Auto/Tires/TrucksVVVanguard Large-Cap ETF$306,301$306,301 ▲New Holding1,0740.0%ETFJJacobs Solutions$303,5180.0%2,3090.0%Business ServicesBXBlackstone$299,1600.0%2,0000.0%FinanceSPGMSPDR Portfolio MSCI Global Stock Market ETF$270,342$38,709 ▲16.7%3,9180.0%ETFVMOINV VK MUN OPP$262,0890.0%28,5500.0%FinanceGLDSPDR Gold Shares$259,106$259,106 ▲New Holding8500.0%FinanceVEAVanguard FTSE Developed Markets ETF$255,120$255,120 ▲New Holding4,4750.0%ETFCRWDCrowdStrike$254,655$254,655 ▲New Holding5000.0%Computer and TechnologyWMTWalmart$239,687$239,687 ▲New Holding2,4510.0%Retail/WholesaleMFCManulife Financial$238,7090.0%7,4690.0%FinanceCOPConocoPhillips$220,791$220,791 ▲New Holding2,4600.0%EnergyPZAInvesco National AMT-Free Municipal Bond ETF$218,0790.0%9,7400.0%ETFGOOGLAlphabet$216,623$216,623 ▲New Holding1,2290.0%Computer and TechnologyWK KELLOGG CO$211,3800.0%13,2610.0%COM SHSGOOGAlphabet$210,385$210,385 ▲New Holding1,1860.0%Computer and TechnologyIPACiShares Core MSCI Pacific ETF$207,062$207,062 ▲New Holding3,0140.0%ETFBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$202,036$202,036 ▲New Holding8,8980.0%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$200,962$200,962 ▲New Holding9,1140.0%ManufacturingIEURiShares Core MSCI Europe ETF$200,123$200,123 ▲New Holding3,0230.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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