Alaska Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 96 distinct positions held by the firm, which is headquartered in Anchorage, Alaska.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). The firm holds significant stakes in Apple Inc., with 30,190 shares, and Microsoft Corporation, with 3,450 shares. Other major technology holdings include NVIDIA Corporation (13,060 shares), Broadcom Inc. (2,576 shares), and Alphabet Inc. Class A (1,980 shares). The firm also lists a position in Tesla Inc. with 686 shares.
A substantial portion of the portfolio consists of ETFs. The firm holds the Invesco BulletShares 2029 High Income ETF (16,070 shares) and the Invesco BulletShares 2027 High Income ETF (11,256 shares). It also holds various ETFs tracking broad market indices, including the iShares Core S&P 500 ETF (373 shares), the SPDR S&P 500 ETF Trust (98,853 shares), and the iShares Core MSCI Emerging Markets ETF (539,741 shares).
Other notable individual stock positions include Berkshire Hathaway Inc. Class B (1,091 shares), Johnson & Johnson (1,427 shares), and ExxonMobil Holdings Corp. (5,205 shares). The filing indicates that Gail Mannix serves as the Chief Compliance Officer for the firm.
