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Latest APCM Wealth Management for Individuals Stock Portfolio

$923Million | No. of Holdings #90

APCM Wealth Management for Individuals Performance

2026 Q2+9.74%
YTD+9.78%
2025+9.97%

About APCM Wealth Management for Individuals and 13F Hedge Fund Stock Holdings

Alaska Wealth Advisors, LLC is a hedge fund based in Anchorage, AK. On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Alaska Wealth Advisors, LLC reported an equity portfolio of $923.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Alaska Wealth Advisors, LLC are SPY, IJR, BIV. The fund has invested 23.1% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 10% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (AOA) and SHARONAI HOLDINGS INC. Alaska Wealth Advisors, LLC opened new stock positions in CROWDSTRIKE HLDGS INC (CRWD), INTEL CORP (INTC) and MICRON TECHNOLOGY INC (MU). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) and ALPHABET INC (GOOG).
APCM Wealth Management for Individuals Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$923Million
  as of Aug 11, 2026

APCM Wealth Management for Individuals Annual Return Estimates Vs S&P 500

Our best estimate is that Alaska Wealth Advisors, LLC made a return of 9.74% in the last quarter. In trailing 12 months, it's portfolio return was 15.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
crowdstrike hldgs inc381,570
intel corp274,792
micron technology inc217,007
vanguard index fds214,300
schwab strategic tr211,359
ishares tr203,863
vanguard index fds200,864
New stocks bought by APCM Wealth Management for Individuals

Additions

Ticker% Inc.
vanguard index fds532
microsoft corp115
alphabet inc62.67
mcdonalds corp29.06
schwab strategic tr25.43
spdr series trust24.88
schwab strategic tr24.12
spdr series trust23.56
Additions to existing portfolio by APCM Wealth Management for Individuals

Reductions

Ticker% Reduced
ishares tr-54.7
ishares tr-49.66
sharonai holdings inc-39.23
ishares inc-36.08
ishares tr-24.05
schwab strategic tr-10.76
amazon com inc-9.29
ishares gold tr-6.47
APCM Wealth Management for Individuals reduced stake in above stock

Sold off

Ticker$ Sold
capsovision inc-80,868
ishares bitcoin trust etf-341,938
APCM Wealth Management for Individuals got rid off the above stocks

Sector Distribution

Alaska Wealth Advisors, LLC has about 96.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
Sector%
Others96.7
Technology1.7
Financial Services1.1

Market Cap. Distribution

Alaska Wealth Advisors, LLC has about 2.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.7
MEGA-CAP2.2

Stocks belong to which Index?

About 2.3% of the stocks held by Alaska Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.8
S&P 5002.3
Top 5 Winners (%)%
sharonai holdings inc
219.0 %
AIRR
first tr exchange traded fd
93.0 %
IJR
ishares tr
69.0 %
GOOG
alphabet inc
23.1 %
AVGO
broadcom inc
21.6 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
27.6 M
IJR
ishares tr
11.5 M
sharonai holdings inc
10.5 M
EMGF
ishares inc
7.0 M
IJR
ishares tr
6.6 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.2 %
XOM
exxon mobil corp
-19.2 %
GLD
spdr gold tr
-14.0 %
IAU
ishares gold tr
-13.9 %
PEP
pepsico inc
-12.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.0 M
BCD
abrdn etfs
-0.8 M
CCRV
ishares u s etf tr
-0.4 M
BIV
vanguard bd index fds
-0.3 M
IAU
ishares gold tr
-0.2 M

APCM Wealth Management for Individuals Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of APCM Wealth Management for Individuals

Alaska Wealth Advisors, LLC has 90 stocks in it's portfolio. About 74.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Alaska Wealth Advisors, LLC last quarter.

$923.23MTotal Value
92.00Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of APCM Wealth Management for Individuals, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
APCM Wealth Management for Individuals's holding in Ishares Tr over time
3.24%277,663
$29.88M
3.24%
increased 4.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
APCM Wealth Management for Individuals's holding in Ishares Tr over time
0.02%3,061
$203.9K
0.02%
new position
ACSG
Dbx Etf Tr

Dbx Etf Tr

ACSG
APCM Wealth Management for Individuals's holding in Dbx Etf Tr over time
1.15%153,671
$10.58M
1.15%
decreased 3.89 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
APCM Wealth Management for Individuals's holding in Ishares Tr over time
0.03%2,900
$237.6K
0.03%
decreased 0.1 percentreduced
AGGP
New York Life Investments Et

New York Life Investments Et

AGGP
APCM Wealth Management for Individuals's holding in New York Life Investments Et over time
4.21%1,061,730
$38.86M
4.21%
increased 0.36 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
APCM Wealth Management for Individuals's holding in Global X Fds over time
0.14%22,323
$1.32M
0.14%
increased 4.62 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
APCM Wealth Management for Individuals's holding in Ishares Tr over time
0.26%23,343
$2.40M
0.26%
decreased 2.18 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
APCM Wealth Management for Individuals's holding in First Tr Exchange Traded Fd over time
0.42%13,496
$3.85M
0.42%
increased 0.22 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
APCM Wealth Management for Individuals's holding in Ishares Tr over time
0.11%25,056
$976.9K
0.11%
decreased 49.66 percentreduced
ASET
Flexshares Tr

Flexshares Tr

ASET
APCM Wealth Management for Individuals's holding in Flexshares Tr over time
5.66%815,124
$52.27M
5.66%
increased 0.46 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
APCM Wealth Management for Individuals's holding in Innovator Etfs Trust over time
0.03%6,909
$236.8K
0.03%
unchanged 0 percentunchanged
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
APCM Wealth Management for Individuals's holding in Innovator Etfs Trust over time
0.02%6,886
$216.8K
0.02%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
APCM Wealth Management for Individuals's holding in Innovator Etfs Trust over time
0.03%7,605
$273.8K
0.03%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
APCM Wealth Management for Individuals's holding in J P Morgan Exchange Traded F over time
3.28%282,332
$30.29M
3.28%
decreased 1.35 percentreduced
BCD
Abrdn Etfs

Abrdn Etfs

BCD
APCM Wealth Management for Individuals's holding in Abrdn Etfs over time
1.75%473,129
$16.16M
1.75%
increased 2.43 percentadded
BGRN
Ishares Tr

Ishares Tr

BGRN
APCM Wealth Management for Individuals's holding in Ishares Tr over time
0.69%114,627
$6.41M
0.69%
decreased 3.93 percentreduced
BGRN
Ishares Tr

Ishares Tr

BGRN
APCM Wealth Management for Individuals's holding in Ishares Tr over time
0.67%130,455
$6.18M
0.67%
increased 0.9 percentadded