Alaska Wealth Advisors Top Holdings and 13F Report (2026) About Alaska Wealth AdvisorsInvestment ActivityAlaska Wealth Advisors has $832.81 million in total holdings as of March 31, 2026.Alaska Wealth Advisors owns shares of 85 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 7.28% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Alaska Wealth Advisors has purchased 85 new stocks and bought additional shares in 37 stocks.Alaska Wealth Advisors sold shares of 28 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $186,476,117Vanguard Total Bond Market ETF $87,696,829iShares Core S&P Mid-Cap ETF $81,258,058FlexShares STOXX Global Broad Infrastructure Index Fund $51,889,219iShares Core MSCI EAFE ETF $47,775,168 Largest New Holdings this Quarter 778920306 - SHARONAI HOLDINGS INC $4,788,665 Holding33738R811 - First Trust Nasdaq Semiconductor ETF $1,985,978 Holding37954Y673 - Global X U.S. Infrastructure Development ETF $1,084,133 Holding46438F101 - ISHARES BITCOIN TRUST ETF $341,938 Holding464287200 - iShares Core S&P 500 ETF $325,952 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 9,450 shares (about $6.15M)SHARONAI HOLDINGS INC 210,676 shares (about $4.79M)Northrim BanCorp 207,930 shares (about $4.76M)Apple 17,438 shares (about $4.43M)Vanguard Total Bond Market ETF 57,893 shares (about $4.26M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 44,383 shares (about $4.02M)iShares MSCI Europe Financials ETF 49,826 shares (about $1.74M)NVIDIA 5,145 shares (about $897.27K)iShares Semiconductor ETF 2,238 shares (about $735.56K)iShares MSCI Japan ETF 7,907 shares (about $667.67K) 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$186,476,117$6,145,720 â–²3.4%286,73622.4%FinanceBNDVanguard Total Bond Market ETF$87,696,829$4,263,240 â–²5.1%1,190,88610.5%ETFIJHiShares Core S&P Mid-Cap ETF$81,258,058$1,857,616 â–²2.3%1,203,2889.8%ETFNFRAFlexShares STOXX Global Broad Infrastructure Index Fund$51,889,219$4,125,222 â–²8.6%811,4036.2%ETFIEFAiShares Core MSCI EAFE ETF$47,775,168$4,017,997 â–¼-7.8%527,7275.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$37,581,952$3,933,763 â–²11.7%538,8094.5%ETFQAINYLI Hedge Multi-Strategy Tracker ETF$36,095,473$1,272,880 â–²3.7%1,057,8984.3%ETFIJRiShares Core S&P Small-Cap ETF$34,390,131$2,887,847 â–²9.2%276,6484.1%ETFBNDXVanguard Total International Bond ETF$29,998,514$2,282,182 â–²8.2%624,3193.6%ETFMUBiShares National Muni Bond ETF$28,239,362$4,198,863 â–²17.5%266,0333.4%ETFBBREJPMorgan BetaBuilders MSCI US REIT ETF$27,387,317$964,076 â–²3.6%286,2093.3%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$22,346,846$2,932,792 â–²15.1%467,2142.7%FinanceBSVVanguard Short-Term Bond ETF$18,590,615$1,338,929 â–²7.8%237,0952.2%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$16,527,165$1,598,220 â–²10.7%461,9112.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$14,127,554$703,296 â–²5.2%282,8341.7%ManufacturingSNPEXtrackers S&P 500 Scored & Screened ETF$9,521,390$66,517 â–¼-0.7%159,8891.1%ETFAAPLApple$7,674,475$4,425,659 â–²136.2%30,2390.9%Computer and TechnologyNRIMNorthrim BanCorp$6,994,890$4,757,434 â–²212.6%305,7210.8%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$6,147,740$11,269 â–²0.2%129,2900.7%ETFCMDYiShares Bloomberg Roll Select Commodity Strategy ETF$6,005,606$70,413 â–¼-1.2%101,0700.7%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$5,610,097$34,466 â–¼-0.6%119,3130.7%ETFJ P MORGAN EXCHANGE TRADED F$5,198,390$264,524 â–²5.4%81,3390.6%HEDGED EQUITY LASPLGSPDR Portfolio S&P 500 ETF$5,079,501$980,784 â–²23.9%66,3640.6%ETFSHARONAI HOLDINGS INC$4,788,665$4,788,665 â–²New Holding210,6760.6%COM CL ASPHYSPDR Portfolio High Yield Bond ETF$4,406,454$125,112 â–²2.9%188,9560.5%ETFSOXXiShares Semiconductor ETF$3,905,258$735,564 â–¼-15.8%11,8820.5%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$2,907,659$321,928 â–²12.5%17,7750.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,417,479$426,502 â–²21.4%40,8220.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$2,363,665$412,691 â–²21.2%101,7940.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,281,780$321,474 â–¼-12.3%23,8630.3%ManufacturingSCHHSchwab U.S. REIT ETF$2,173,199$148,711 â–²7.3%101,1260.3%ETFSCHFSchwab International Equity ETF$2,012,548$271,780 â–²15.6%81,3150.2%ETFFTXLFirst Trust Nasdaq Semiconductor ETF$1,985,978$1,985,978 â–²New Holding13,4670.2%ManufacturingESGEiShares ESG Aware MSCI EM ETF$1,833,259$169,512 â–²10.2%40,3180.2%ManufacturingNVDANVIDIA$1,809,719$897,273 â–¼-33.1%10,3770.2%Computer and TechnologyEUFNiShares MSCI Europe Financials ETF$1,734,450$1,736,436 â–¼-50.0%49,7690.2%ETFIAUiShares Gold Trust$1,656,791$84,634 â–¼-4.9%18,7930.2%FinanceBRK.ABerkshire Hathaway$1,436,2800.0%20.2%FinanceSCHESchwab Emerging Markets Equity ETF$1,231,089$168,870 â–²15.9%37,3620.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,226,748$210,917 â–²20.8%25,3880.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$1,084,133$1,084,133 â–²New Holding21,3370.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,057,6800.0%22,5470.1%ETFVUGVanguard Growth ETF$1,019,031$63,335 â–²6.6%2,3330.1%ETFMSFTMicrosoft$961,738$81,440 â–¼-7.8%2,5980.1%Computer and TechnologyVTVVanguard Value ETF$945,880$54,151 â–¼-5.4%4,8210.1%ETFXOMExxonMobil$883,024$170 â–²0.0%5,2050.1%EnergyEWJiShares MSCI Japan ETF$838,749$667,672 â–¼-44.3%9,9330.1%ETFAMZNAmazon.com$702,078$62,689 â–¼-8.2%3,3710.1%Retail/WholesaleCOSTCostco Wholesale$687,340$9,961 â–¼-1.4%6900.1%Retail/WholesaleAVGOBroadcom$684,946$14,856 â–¼-2.1%2,2130.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$584,250$4,813 â–¼-0.8%1,8210.1%ETFJ P MORGAN EXCHANGE TRADED F$551,1500.0%10,4780.1%INTL HDGD EQT LABRK.BBerkshire Hathaway$469,616$3,354 â–¼-0.7%9800.1%FinanceWFCWells Fargo & Company$466,6040.0%5,8610.1%FinanceSPGMSPDR Portfolio MSCI Global Stock Market ETF$456,380$88,732 â–²24.1%6,0280.1%ETFPEPPepsiCo$437,381$155 â–¼0.0%2,8170.1%Consumer StaplesMCDMcDonald's$380,718$9,634 â–¼-2.5%1,2250.0%Retail/WholesaleBSJUInvesco BulletShares 2030 High Yield Corporate Bond ETF$379,073$5,963 â–²1.6%14,8130.0%ETFXMHQInvesco S&P MidCap Quality ETF$351,4580.0%3,4000.0%ETFWALMART INC$347,052$3,356 â–¼-1.0%2,7920.0%COMJPMJPMorgan Chase & Co.$345,050$24,121 â–¼-6.5%1,1730.0%FinanceISHARES BITCOIN TRUST ETF$341,938$341,938 â–²New Holding8,9000.0%SHS BEN INTSCHBSchwab US Broad Market ETF$337,187$6,099 â–¼-1.8%13,4340.0%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$327,736$4,793 â–²1.5%15,1130.0%ManufacturingBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$327,300$5,175 â–²1.6%15,5600.0%ETFIVViShares Core S&P 500 ETF$325,952$325,952 â–²New Holding4990.0%ETFGOOGLAlphabet$309,702$22,142 â–¼-6.7%1,0770.0%Computer and TechnologyGOOGAlphabet$302,064$7,172 â–¼-2.3%1,0530.0%Computer and TechnologyGLDSPDR Gold Shares$301,2030.0%7000.0%FinanceVVisa$294,382$9,067 â–¼-3.0%9740.0%Business ServicesJJacobs Solutions$293,8900.0%2,3090.0%Business ServicesPZAInvesco National AMT-Free Municipal Bond ETF$281,344$281,344 â–²New Holding12,2430.0%ETFMETAMeta Platforms$274,050$19,452 â–¼-6.6%4790.0%Computer and TechnologyVMOInv Vk Mun Opp$271,5110.0%28,5500.0%FinanceEJANInnovator MSCI Emerging Markets Power Buffer ETF - January$258,038$258,038 â–²New Holding7,6050.0%ETFMFCManulife Financial$257,2320.0%7,4690.0%FinanceBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$245,204$3,220 â–²1.3%10,9640.0%ETFINVESCO EXCH TRD SLF IDX FD$243,950$2,495 â–²1.0%9,3850.0%INVESCO BULLETSHBALTInnovator Defined Wealth Shield ETF$231,2100.0%6,9090.0%ETFVEAVanguard FTSE Developed Markets ETF$230,239$1,025 â–¼-0.4%3,5930.0%ETFBXBlackstone$229,9800.0%2,0000.0%FinanceIPACiShares Core MSCI Pacific ETF$222,109$4,208 â–¼-1.9%2,9030.0%ETFIBHFiShares iBonds 2026 Term High Yield and Income ETF$207,129$2,043 â–²1.0%9,0250.0%ETFINNOVATOR ETFS TRUST$203,275$203,275 â–²New Holding6,8860.0%INTL DVLPD 10 BUCAPSOVISION INC$80,8680.0%11,0930.0%COMBUGGlobal X Cybersecurity ETF$0$2,210,143 â–¼-100.0%00.0%ManufacturingVPNGlobal X Data Center & Digital Infrastructure ETF$0$985,713 â–¼-100.0%00.0%ManufacturingTSLATesla$0$476,703 â–¼-100.0%00.0%Auto/Tires/TrucksLLYEli Lilly and Company$0$303,801 â–¼-100.0%00.0%MedicalCRWDCrowdStrike$0$234,380 â–¼-100.0%00.0%Computer and TechnologyIEURiShares Core MSCI Europe ETF$0$212,301 â–¼-100.0%00.0%ETFVBKVanguard Small-Cap Growth ETF$0$206,643 â–¼-100.0%00.0%ETFGBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust$0$171,580 â–¼-100.0%00.0%Financial ServicesShowing 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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