Alaska Wealth Advisors, LLC
CIK
1731601
Location
ANCHORAGE, AK
Portfolio Value
Micro
$15,919,414
Diversification
Highly concentrated
Filing Date
Global Rank
#3,681
/ 8,232
▲ 293
Top Industry
Consumer Electronics
25.9%
3Y Alpha vs SPY
-0.3%
Period ended 2 months ago
Filed Apr 24, 2026 · 51d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+75.0%
SPY
+76.3%
Annualised alpha
-0.3%
Max drawdown
−18.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
85.4%
−4.6 pts
Top 5
95.1%
+0.1 pts
Top 10
97.4%
+0.4 pts
HHI
7,319
Highly concentrated−779
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 86.4% | $188,775,821 |
| Technology | 7.3% | $15,919,414 |
| Financial Services | 4.3% | $9,329,258 |
| Consumer Defensive | 0.7% | $1,471,976 |
| Consumer Cyclical | 0.5% | $1,082,795 |
| Energy | 0.4% | $883,080 |
| Communication Services | 0.3% | $583,752 |
| Industrials | 0.1% | $293,889 |
| Healthcare | 0.0% | $80,867 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −5,145 | 10,377 | $1,809,748 | |
| IAU | Ishares Gold Trust | −960 | 18,793 | $1,656,790 | |
| AMZN | Amazon Com Inc | −301 | 3,371 | $702,078 | |
| MSFT | Microsoft Corp | −220 | 2,598 | $961,701 | |
| JPM | Jpmorgan Chase & Co | −82 | 1,173 | $345,049 | |
| GOOGL | Alphabet Inc. | −77 | 1,077 | $309,702 | |
| AVGO | Broadcom Inc. | −48 | 2,213 | $684,945 | |
| META | Meta Platforms, Inc. | −34 | 479 | $274,050 | |
| MCD | Mcdonalds Corp | −31 | 1,225 | $380,717 | |
| V | Visa Inc. | −30 | 974 | $294,381 | |
| WMT | Walmart Inc. | −27 | 2,792 | $346,989 | |
| COST | Costco Wholesale Corp /New | −10 | 690 | $687,536 | |
| BRK-B | Berkshire Hathaway Inc | −7 | 980 | $469,616 | |
| PEP | Pepsico Inc | −1 | 2,817 | $437,451 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
5 positions ·
$15,919,414 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 30,239 | $7,674,355 | 48.21% | |
| SHAZ |
SharonAI Holdings Inc.
Technology
|
NEW | 210,676 | $4,788,665 | 30.08% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 10,377 | $1,809,748 | 11.37% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,598 | $961,701 | 6.04% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 2,213 | $684,945 | 4.30% |