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Evan Rose

Alaska Wealth Advisors, Llc

Assets Managed
$832.814M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
6.06%(2Q avg: 4.39%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Alaska Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Alaska Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 832.814M in assets, with a quarterly growth rate of 6.06% and a 2-quarter average growth rate of 4.39%. The portfolio is managed by Evan Rose, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 3.41%
22.4%
$186.476M
286,736 shares@ $650.35 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 5.11%
10.54%
$87.697M
1.191M shares@ $73.64 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.34%
9.76%
$81.258M
1.203M shares@ $67.54 avg price
NFRA
Flexshares Stoxx Global Broa
Recent Activity
Increased 8.64%
6.24%
$51.889M
811,403 shares@ $63.95 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -7.75%
5.74%
$47.775M
527,727 shares@ $90.54 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 11.7%
4.52%
$37.582M
538,809 shares@ $69.76 avg price
QAI
Nyli Hdg Mlt-str Trc Etf-usd
Recent Activity
Increased 3.66%
4.34%
$36.095M
1.058M shares@ $34.12 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 9.17%
4.13%
$34.39M
276,648 shares@ $124.32 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 8.24%
3.61%
$29.999M
624,319 shares@ $48.05 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 17.47%
3.4%
$28.239M
266,033 shares@ $106.15 avg price

1-10 of 85