Long-term investor

Alaska Wealth Advisors, LLC @alaskawealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001731601).

Record

  • Tracked since 2025-06-30 (441 days), 28 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +15.0% · all +15.0%
  • Max drawdown n/a · win rate 30% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SPY · 23.1% · long · since 2025-06-30
  • IJH · 10.0% · long · since 2025-06-30
  • BND · 9.8% · long · since 2025-06-30
  • NFRA · 5.7% · long · since 2025-06-30
  • IEFA · 5.7% · long · since 2025-06-30
  • IEMG · 4.8% · long · since 2025-06-30
  • IJR · 4.4% · long · since 2025-06-30
  • QAI · 4.2% · long · since 2025-06-30
  • BNDX · 3.4% · long · since 2025-06-30
  • BBRE · 3.3% · long · since 2025-06-30
  • MUB · 3.2% · long · since 2025-06-30
  • SHM · 2.6% · long · since 2025-06-30

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