Alaska Wealth Advisors, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
31 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 85.7% | $262,410,314 |
| Technology | 8.5% | $26,132,734 |
| Financial Services | 4.1% | $12,544,272 |
| Consumer Defensive | 0.5% | $1,507,864 |
| Communication Services | 0.4% | $1,278,886 |
| Consumer Cyclical | 0.4% | $1,156,203 |
| Energy | 0.2% | $728,034 |
| Industrials | 0.1% | $290,934 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | +15,813 | 640,132 | $31,001,592 | |
| BCD | abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | +11,218 | 473,129 | $16,157,355 | |
| MSFT | Microsoft Corp | +3,006 | 5,604 | $2,090,404 | |
| NVDA | Nvidia Corp | +2,226 | 12,603 | $2,521,734 | |
| AAPL | Apple Inc. | +679 | 30,918 | $8,946,432 | |
| GOOGL | Alphabet Inc. | +666 | 2,796 | $994,988 | |
| PEP | Pepsico Inc | +379 | 3,196 | $432,738 | |
| MCD | Mcdonalds Corp | +356 | 1,581 | $427,360 | |
| WFC | Wells Fargo & Company/Mn | +305 | 6,166 | $509,558 | |
| WMT | Walmart Inc. | +126 | 2,918 | $330,492 | |
| XOM | ExxonMobil Holdings Corp | +120 | 5,325 | $728,034 | |
| COST | Costco Wholesale Corp /New | +106 | 796 | $744,634 | |
| AVGO | Broadcom Inc. | +67 | 2,280 | $861,270 | |
| JPM | Jpmorgan Chase & Co | +66 | 1,239 | $405,561 | |
| GLD | Spdr Gold Trust | +50 | 750 | $276,285 | |
| META | Meta Platforms, Inc. | +25 | 504 | $283,898 | |
| BRK-B | Berkshire Hathaway Inc | +13 | 995 | $1,994,587 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 285,753 | $213,391,767 | 69.72% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 640,132 | $31,001,592 | 10.13% | |
| BCD |
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
|
Added | 473,129 | $16,157,355 | 5.28% | |
| SHAZ |
SharonAI Holdings Inc.
Technology
|
Reduced | 128,036 | $10,839,527 | 3.54% | |
| AAPL |
Apple Inc.
Technology
|
Added | 30,918 | $8,946,432 | 2.92% | |
| NRIM |
Northrim Bancorp Inc
Financial Services
|
Held | 305,721 | $8,480,700 | 2.77% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,603 | $2,521,734 | 0.82% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 5,604 | $2,090,404 | 0.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 995 | $1,994,587 | 0.65% | |
| IAU |
Ishares Gold Trust
|
Reduced | 17,578 | $1,327,314 | 0.43% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,796 | $994,988 | 0.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,280 | $861,270 | 0.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 796 | $744,634 | 0.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,058 | $728,843 | 0.24% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 5,325 | $728,034 | 0.24% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 6,166 | $509,558 | 0.17% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 3,196 | $432,738 | 0.14% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 1,581 | $427,360 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,239 | $405,561 | 0.13% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 500 | $381,570 | 0.12% | |
| V |
Visa Inc.
Financial Services
|
Held | 974 | $334,169 | 0.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 2,918 | $330,492 | 0.11% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Held | 7,469 | $302,569 | 0.10% | |
| J |
Jacobs Solutions Inc.
Industrials
|
Held | 2,309 | $290,934 | 0.10% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 504 | $283,898 | 0.09% | |
| VMO |
Invesco Municipal Opportunity Trust
Financial Services
|
Held | 28,550 | $281,788 | 0.09% | |
| GLD |
Spdr Gold Trust
|
Added | 750 | $276,285 | 0.09% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,968 | $274,791 | 0.09% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Held | 3,593 | $256,001 | 0.08% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,000 | $235,340 | 0.08% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 188 | $217,006 | 0.07% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.