Alaska Wealth Advisors

13F Filings History

Latest 13F report
Q3 2024 - Nov 4, 2024
Value $
$666M
Signature - Title
Evan Rose - CCO
Location
Anchorage, AK
Summary
This page shows a list of all the recent 13F filings made by Alaska Wealth Advisors. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alaska Wealth Advisors reported 113 stock holdings with total value $666M as of Q3 2024. Top holdings included SPY, BND, IJH, NFRA, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 113 $666M +$15.5M -$32.3M -$16.8M SPY, BND, IJH, NFRA, IEFA 13F-HR 11/4/2024, 04:38 PM
Q2 2024 112 $645M +$15.1M -$32.3M -$17.2M SPY, BND, IJH, IEFA, NFRA 13F-HR 7/22/2024, 04:21 PM
Q1 2024 122 $662M +$113M -$38.1M +$75.4M SPY, BND, IJH, IEFA, NFRA 13F-HR 4/18/2024, 08:27 AM
Q4 2023 118 $601M +$32.6M -$107M -$74.3M SPY, BND, IJH, IEFA, NFRA 13F-HR 1/16/2024, 04:46 PM
Q3 2023 111 $627M +$37.3M -$21M +$16.3M SPY, BND, IJH, MUB, IEFA 13F-HR 10/31/2023, 03:34 PM
Q2 2023 115 $634M +$54.4M -$31.5M +$23M SPY, BND, MUB, IJH, IEFA 13F-HR 7/28/2023, 02:24 PM
Q1 2023 104 $598M +$55.4M -$33.3M +$22M SPY, BND, MUB, IJH, IEFA 13F-HR 5/9/2023, 03:37 PM
Q4 2022 59 $557M +$33.1M -$16.6M +$16.5M SPY, BND, IJH, MUB, CCOR 13F-HR 2/1/2023, 04:12 PM
Q3 2022 57 $512M +$68.9M -$27.9M +$41M SPY, BND, IJH, MUB, CCOR 13F-HR 10/21/2022, 07:39 PM
Q2 2022 53 $500M +$49.6M -$35.6M +$14M SPY, BND, IJH, MUB, NFRA 13F-HR 7/14/2022, 06:16 PM
Q1 2022 51 $547M +$27M -$16.9M +$10.1M SPY, IJH, BND, MUB, IEFA 13F-HR 4/8/2022, 06:09 PM
Q4 2021 51 $564M +$31.3M -$6.14M +$25.2M SPY, IJH, BND, MUB, IEFA 13F-HR 1/18/2022, 07:24 PM
Q3 2021 48 $521M +$17.7M -$3.94M +$13.8M SPY, BND, IJH, MUB, IEFA 13F-HR 10/20/2021, 08:46 PM
Q2 2021 47 $512M +$9.8M -$26.7M -$16.9M SPY, IJH, BND, MUB, IEFA 13F-HR 7/13/2021, 04:07 PM
Q1 2021 53 $507M +$21.7M -$25.2M -$3.51M SPY, IJH, BND, MUB, IEFA 13F-HR 4/12/2021, 07:45 PM
Q4 2020 51 $490M +$48.4M -$55.3M -$6.9M SPY, BND, IJH, MUB, IEFA 13F-HR 1/11/2021, 08:26 PM
Q3 2020 53 $454M +$40.7M -$23.9M +$16.9M SPY, BND, IEFA, MUB, IJH 13F-HR 10/6/2020, 12:52 PM
Q2 2020 56 $424M +$39.7M -$18.1M +$21.6M SPY, BND, IEFA, MUB, IJH 13F-HR 8/14/2020, 02:05 PM
Q1 2020 56 $361M +$15.1M -$186M -$171M SPY, BND, MUB, IEFA, IJH 13F-HR 5/15/2020, 01:41 PM
Q4 2019 69 $626M +$133M -$373M -$240M SPY, BND, IJH, IEFA, IVV 13F-HR 2/11/2020, 04:04 PM
Q3 2019 30 $829M +$93.7M -$218M -$124M SPY, BND, IJH, IEFA, EFA 13F-HR 11/15/2019, 05:53 PM
Q2 2019 64 $934M $0 $0 SPY, BND, IJH, IEFA, IEMG 13F-HR 8/15/2019, 09:24 PM
Q1 2019 64 $934M +$588M -$1.56M +$586M SPY, BND, IJH, IEFA, IEMG 13F-HR 5/15/2019, 06:01 PM
Q4 2018 54 $322M +$48.2M -$29.7M +$18.4M SPY, BND, IEFA, SHM, IJH 13F-HR 2/14/2019, 05:19 PM
Q3 2018 51 $332M +$20.4M -$7.93M +$12.5M SPY, IEFA, BND, IJH, SHM 13F-HR 11/15/2018, 03:52 PM
Q2 2018 51 $313M +$39M -$16.6M +$22.5M SPY, IEFA, BND, MUB, IJH 13F-HR 8/15/2018, 01:30 PM
Q1 2018 45 $288M +$20.8M -$6.2M +$14.7M SPY, IEFA, BND, MUB, IJH 13F-HR 5/16/2018, 03:18 PM
Q4 2017 44 $277M $0 $0 SPY, IEFA, BND, IJH, MUB 13F-HR 2/15/2018, 05:49 PM