13F Filings History of Alaska Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$785,276,851
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, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alaska Wealth Advisors, LLC reported 85 stock holdings with total value $785,276,851 as of Q4 2025. Top holdings included SPY, BND, IJH, IEFA, and NFRA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 85 $785,276,851 +$38,441,689 -$21,511,856 +$16,929,833 SPY, BND, IJH, IEFA, NFRA 13F-HR 13 Feb 2026, 12:16
Q3 2025 83 $764,459,290 +$65,426,854 -$33,310,702 +$32,116,152 SPY, BND, IJH, NFRA, IEFA 13F-HR 31 Oct 2025, 13:54
Q2 2025 78 $698,076,797 +$38,106,922 -$14,696,430 +$23,410,492 SPY, IJH, BND, NFRA, IEFA 13F-HR 29 Jul 2025, 16:57
Q1 2025 59 $638,639,015 +$46,141,880 -$44,694,227 +$1,447,653 SPY, BND, IJH, NFRA, IEFA 13F-HR 01 May 2025, 13:48
Q4 2024 64 $643,027,644 +$24,630,812 -$28,919,351 -$4,288,539 SPY, BND, IJH, IEFA, NFRA 13F-HR 29 Jan 2025, 15:24
Q3 2024 113 $666,426,774 +$15,510,227 -$32,265,467 -$16,755,240 SPY, BND, IJH, NFRA, IEFA 13F-HR 04 Nov 2024, 16:38
Q2 2024 112 $644,632,796 +$15,075,743 -$32,320,571 -$17,244,828 SPY, BND, IJH, IEFA, NFRA 13F-HR 22 Jul 2024, 16:21
Q1 2024 122 $661,738,659 +$113,456,886 -$38,078,664 +$75,378,222 SPY, BND, IJH, IEFA, NFRA 13F-HR 18 Apr 2024, 08:27
Q4 2023 118 $600,558,020 +$32,595,027 -$106,888,176 -$74,293,149 SPY, BND, IJH, IEFA, NFRA 13F-HR 16 Jan 2024, 16:46
Q3 2023 111 $627,393,136 +$37,255,515 -$20,959,484 +$16,296,031 SPY, BND, IJH, MUB, IEFA 13F-HR 31 Oct 2023, 15:34
Q2 2023 115 $634,305,388 +$54,437,774 -$31,483,096 +$22,954,678 SPY, BND, MUB, IJH, IEFA 13F-HR 28 Jul 2023, 14:24
Q1 2023 104 $597,758,899 +$55,367,831 -$33,324,774 +$22,043,057 SPY, BND, MUB, IJH, IEFA 13F-HR 09 May 2023, 15:37
Q4 2022 59 $557,340,604 +$33,107,830 -$16,605,285 +$16,502,545 SPY, BND, IJH, MUB, CCOR 13F-HR 01 Feb 2023, 16:12
Q3 2022 57 $511,558,000 +$68,911,969 -$27,880,760 +$41,031,209 SPY, BND, IJH, MUB, CCOR 13F-HR 21 Oct 2022, 19:39
Q2 2022 53 $500,113,000 +$49,576,223 -$35,554,124 +$14,022,099 SPY, BND, IJH, MUB, NFRA 13F-HR 14 Jul 2022, 18:16
Q1 2022 51 $546,859,000 +$26,985,698 -$16,863,707 +$10,121,991 SPY, IJH, BND, MUB, IEFA 13F-HR 08 Apr 2022, 18:09
Q4 2021 51 $564,022,000 +$31,325,775 -$6,141,025 +$25,184,750 SPY, IJH, BND, MUB, IEFA 13F-HR 18 Jan 2022, 19:24
Q3 2021 48 $521,328,000 +$17,720,896 -$3,938,283 +$13,782,613 SPY, BND, IJH, MUB, IEFA 13F-HR 20 Oct 2021, 20:46
Q2 2021 47 $512,411,000 +$9,800,216 -$26,676,182 -$16,875,966 SPY, IJH, BND, MUB, IEFA 13F-HR 13 Jul 2021, 16:07
Q1 2021 53 $506,786,000 +$21,701,216 -$25,208,989 -$3,507,773 SPY, IJH, BND, MUB, IEFA 13F-HR 12 Apr 2021, 19:45
Q4 2020 51 $490,395,000 +$48,428,401 -$55,333,143 -$6,904,742 SPY, BND, IJH, MUB, IEFA 13F-HR 11 Jan 2021, 20:26
Q3 2020 53 $453,738,000 +$40,729,309 -$23,874,751 +$16,854,558 SPY, BND, IEFA, MUB, IJH 13F-HR 06 Oct 2020, 12:52
Q2 2020 56 $423,765,000 +$39,714,571 -$18,090,676 +$21,623,895 SPY, BND, IEFA, MUB, IJH 13F-HR 14 Aug 2020, 14:05
Q1 2020 56 $360,922,000 +$15,096,185 -$185,686,811 -$170,590,626 SPY, BND, MUB, IEFA, IJH 13F-HR 15 May 2020, 13:41
Q4 2019 69 $626,335,000 +$133,452,171 -$373,470,617 -$240,018,446 SPY, BND, IJH, IEFA, IVV 13F-HR 11 Feb 2020, 16:04
Q3 2019 30 $828,997,000 +$93,657,425 -$217,613,298 -$123,955,873 SPY, BND, IJH, IEFA, EFA 13F-HR 15 Nov 2019, 17:53
Q2 2019 64 $933,509,000 $0 $0 $0 SPY, BND, IJH, IEFA, IEMG 13F-HR 15 Aug 2019, 21:24
Q1 2019 64 $934,017,000 +$588,026,343 -$1,562,611 +$586,463,732 SPY, BND, IJH, IEFA, IEMG 13F-HR 15 May 2019, 18:01
Q4 2018 54 $321,981,000 +$48,156,143 -$29,735,197 +$18,420,946 SPY, BND, IEFA, SHM, IJH 13F-HR 14 Feb 2019, 17:19
Q3 2018 51 $332,411,000 +$20,414,177 -$7,930,124 +$12,484,053 SPY, IEFA, BND, IJH, SHM 13F-HR 15 Nov 2018, 15:52
Q2 2018 51 $312,588,000 +$39,039,418 -$16,558,054 +$22,481,364 SPY, IEFA, BND, MUB, IJH 13F-HR 15 Aug 2018, 13:30
Q1 2018 45 $288,270,000 +$20,847,974 -$6,195,132 +$14,652,842 SPY, IEFA, BND, MUB, IJH 13F-HR 16 May 2018, 15:18
Q4 2017 44 $277,076,000 $0 $0 $0 SPY, IEFA, BND, IJH, MUB 13F-HR 15 Feb 2018, 17:49