Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

APCM Wealth Management for Individuals

Latest statistics and disclosures from Alaska Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, BND, IJH, NFRA, IEFA, and represent 54.65% of Alaska Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$6.1M), Sharonai Holdings Cl A Ord, NRIM, AAPL, BND, MUB, NFRA, IEMG, SHM, IJR.
Started 8 new stock positions in PAVE, PZA, FTXL, EJAN, IVV, IBUF, Sharonai Holdings Cl A Ord, IBIT.
Reduced shares in these 10 stocks: IEFA, BUG, EUFN, DTCR, NVDA, SOXX, EWJ, , ESGD, LLY.
Sold out of its positions in CRWD, DTCR, BUG, GBAB, IEUR, LLY, TSLA, VBK.
Alaska Wealth Advisors was a net buyer of stock by $47M.
Alaska Wealth Advisors has $833M in assets under management (AUM), dropping by 6.05%.
Central Index Key (CIK): 0001731601

Tip: Access up to 7 years of quarterly data

Positions held by APCM Wealth Management for Individuals consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Alaska Wealth Advisors

Alaska Wealth Advisors holds 85 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	22.4	$187M	+3%	287k	650.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.5	$88M	+5%	1.2M	73.64	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	9.8	$81M	+2%	1.2M	67.53	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	6.2	$52M	+8%	811k	63.95	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.7	$48M	-7%	528k	90.53	View chart
Ishares Core Msci Emkt (IEMG)	4.5	$38M	+11%	539k	69.75	View chart
New York Life Investments Et Nyli Hedge Multi (QAI)	4.3	$36M	+3%	1.1M	34.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$34M	+9%	277k	124.31	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.6	$30M	+8%	624k	48.05	View chart
Ishares Tr National Mun Etf (MUB)	3.4	$28M	+17%	266k	106.15	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	3.3	$27M	+3%	286k	95.69	View chart
Spdr Series Trust State Street Spd (SHM)	2.7	$22M	+15%	467k	47.83	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.2	$19M	+7%	237k	78.41	View chart
Abrdn Etfs Bbrg All Commdy (BCD)	2.0	$17M	+10%	462k	35.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.7	$14M	+5%	283k	49.95	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	1.1	$9.5M		160k	59.55	View chart
Apple (AAPL)	0.9	$7.7M	+136%	30k	253.79	View chart
Northrim Ban (NRIM)	0.8	$7.0M	+212%	306k	22.88	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.7	$6.1M		129k	47.55	View chart
Ishares U S Etf Tr Bloomberg Roll (CMDY)	0.7	$6.0M		101k	59.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.7	$5.6M		119k	47.02	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.6	$5.2M	+5%	81k	63.91	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$5.1M	+23%	66k	76.54	View chart
Sharonai Holdings Com Cl A	0.6	$4.8M	NEW	211k	22.73	View chart
Spdr Series Trust State Street Spd (SPHY)	0.5	$4.4M	+2%	189k	23.32	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$3.9M	-15%	12k	328.67	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$2.9M	+12%	18k	163.58	View chart
Spdr Series Trust State Street Spd (SPMD)	0.3	$2.4M	+21%	41k	59.22	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$2.4M	+21%	102k	23.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$2.3M	-12%	24k	95.62	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$2.2M	+7%	101k	21.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$2.0M	+15%	81k	24.75	View chart
First Tr Exchange Traded Nasdq Semcndtr (FTXL)	0.2	$2.0M	NEW	14k	147.47	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$1.8M	+10%	40k	45.47	View chart
NVIDIA Corporation (NVDA)	0.2	$1.8M	-33%	10k	174.40	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.2	$1.7M	-50%	50k	34.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$1.7M	-4%	19k	88.16	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.4M		2.00	718140.00	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.2M	+15%	37k	32.95	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.2M	+20%	25k	48.32	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.1M	NEW	21k	50.81	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$1.1M		23k	46.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.0M	+6%	2.3k	436.79	View chart
Microsoft Corporation (MSFT)	0.1	$962k	-7%	2.6k	370.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$946k	-5%	4.8k	196.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$883k		5.2k	169.65	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$839k	-44%	9.9k	84.44	View chart
Amazon (AMZN)	0.1	$702k	-8%	3.4k	208.27	View chart
Costco Wholesale Corporation (COST)	0.1	$687k		690.00	996.14	View chart
Broadcom (AVGO)	0.1	$685k	-2%	2.2k	309.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$584k		1.8k	320.84	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.1	$551k		11k	52.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$470k		980.00	479.20	View chart
Wells Fargo & Company (WFC)	0.1	$467k		5.9k	79.61	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$456k	+24%	6.0k	75.71	View chart
Pepsi (PEP)	0.1	$437k		2.8k	155.26	View chart
McDonald's Corporation (MCD)	0.0	$381k	-2%	1.2k	310.79	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.0	$379k		15k	25.59	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$352k		3.4k	103.37	View chart
Wal-Mart Stores (WMT)	0.0	$347k		2.8k	124.30	View chart
JPMorgan Chase & Co. (JPM)	0.0	$345k	-6%	1.2k	294.16	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$342k	NEW	8.9k	38.42	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$337k		13k	25.10	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	0.0	$328k		15k	21.69	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.0	$327k		16k	21.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$326k	NEW	499.00	653.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$310k	-6%	1.1k	287.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$302k	-2%	1.1k	286.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$301k		700.00	430.29	View chart
Visa Com Cl A (V)	0.0	$294k	-2%	974.00	302.24	View chart
Jacobs Engineering Group (J)	0.0	$294k		2.3k	127.28	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.0	$281k	NEW	12k	22.98	View chart
Meta Platforms Cl A (META)	0.0	$274k	-6%	479.00	572.13	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$272k		29k	9.51	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$258k	NEW	7.6k	33.93	View chart
Manulife Finl Corp (MFC)	0.0	$257k		7.5k	34.44	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	0.0	$245k		11k	22.36	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV)	0.0	$244k		9.4k	25.99	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.0	$231k		6.9k	33.47	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$230k		3.6k	64.08	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$230k		2.0k	114.99	View chart
Ishares Tr Core Msci Pac (IPAC)	0.0	$222k		2.9k	76.51	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.0	$207k		9.0k	22.95	View chart
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)	0.0	$203k	NEW	6.9k	29.52	View chart
Capsovision (CV)	0.0	$81k		11k	7.29	View chart

Past Filings by Alaska Wealth Advisors

SEC 13F filings are viewable for Alaska Wealth Advisors going back to 2017

Alaska Wealth Advisors 2026 Q1 filed April 24, 2026
Alaska Wealth Advisors 2025 Q4 filed Feb. 13, 2026
Alaska Wealth Advisors 2025 Q3 filed Oct. 31, 2025
Alaska Wealth Advisors 2025 Q2 filed July 29, 2025
Alaska Wealth Advisors 2025 Q1 filed May 1, 2025
Alaska Wealth Advisors 2024 Q4 filed Jan. 29, 2025
Alaska Wealth Advisors 2024 Q3 filed Nov. 4, 2024
Alaska Wealth Advisors 2024 Q2 filed July 22, 2024
Alaska Wealth Advisors 2024 Q1 filed April 18, 2024
Alaska Wealth Advisors 2023 Q4 filed Jan. 16, 2024
Alaska Wealth Advisors 2023 Q3 filed Oct. 31, 2023
Alaska Wealth Advisors 2023 Q2 filed July 28, 2023
Alaska Wealth Advisors 2023 Q1 filed May 9, 2023
Alaska Wealth Advisors 2022 Q4 filed Feb. 1, 2023
APCM Wealth Management for Individuals 2022 Q3 filed Oct. 24, 2022
APCM Wealth Management for Individuals 2022 Q2 filed July 15, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z