# EDGAR Filing Document

**Accession Number:** 0001731601
**File Stem:** 0001398344-25-020106
**Filing Date:** 2025-10
**Character Count:** 12279
**Document Hash:** f5fa9ea47d02713abf9f5e94b3dc2743
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-25-020106.hdr.sgml**: 20251031

**ACCESSION NUMBER**: 0001398344-25-020106

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251031

**DATE AS OF CHANGE**: 20251031

**EFFECTIVENESS DATE**: 20251031

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alaska Wealth Advisors
- **CENTRAL INDEX KEY:** 0001731601

**ORGANIZATION NAME:**
- **EIN:** 464693452
- **STATE OF INCORPORATION:** AK
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18641
- **FILM NUMBER:** 251439759

**BUSINESS ADDRESS:**
- **STREET 1:** 3800 CENTERPOINT DRIVE, SUITE 910
- **CITY:** ANCHORAGE
- **STATE:** AK
- **ZIP:** 99503
- **BUSINESS PHONE:** 9072727575

**MAIL ADDRESS:**
- **STREET 1:** 3800 CENTERPOINT DRIVE, SUITE 910
- **CITY:** ANCHORAGE
- **STATE:** AK
- **ZIP:** 99503

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** APCM Wealth Management for Individuals
- **DATE OF NAME CHANGE:** 20180215

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Alaska Wealth Advisors<br>**Address:** 3800 CENTERPOINT DRIVE SUITE 910<br>ANCHORAGE, AK 99503

**Form 13F File Number:** 028-18641

**CRD Number (if applicable):** 000172151

**SEC File Number (if applicable):** 801-80133

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Evan Rose<br>**Title:** CCO<br>**Phone:** 907-272-7575

**Signature, Place, and Date of Signing:**

/s/ Evan D. Rose  Anchorage, AK  10-31-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $764459290

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABRDN ETFS | BBRG ALL COMMDY | 003261203 |  | 13831059 | 402534 | SH |  | SOLE |  | 402534 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 276916 | 1137 | SH |  | SOLE |  | 1137 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 284184 | 1169 | SH |  | SOLE |  | 1169 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 806481 | 3673 | SH |  | SOLE |  | 3673 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2622096 | 10298 | SH |  | SOLE |  | 10298 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1508400 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 620884 | 1235 | SH |  | SOLE |  | 1235 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 341700 | 2000 | SH |  | SOLE |  | 2000 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 730091 | 2213 | SH |  | SOLE |  | 2213 | 0 | 0 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 218692 | 2312 | SH |  | SOLE |  | 2312 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 642802 | 694 | SH |  | SOLE |  | 694 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 245190 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| DBX ETF TR | XTRACKRS S 500 | 233051143 |  | 10293104 | 171466 | SH |  | SOLE |  | 171466 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 586744 | 5204 | SH |  | SOLE |  | 5204 | 0 | 0 |
| FLEXSHARES TR | STOXX GLOBR INF | 33939L795 |  | 45877057 | 729133 | SH |  | SOLE |  | 729133 | 0 | 0 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | 45783Y855 |  | 226753 | 6909 | SH |  | SOLE |  | 6909 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S SMLCAP QTY | 46138G300 |  | 5118634 | 118955 | SH |  | SOLE |  | 118955 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | 46138J395 |  | 324904 | 15063 | SH |  | SOLE |  | 15063 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 46138J452 |  | 323747 | 14662 | SH |  | SOLE |  | 14662 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 |  | 242464 | 10662 | SH |  | SOLE |  | 10662 | 0 | 0 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | 46139W841 |  | 252552 | 9654 | SH |  | SOLE |  | 9654 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 488799 | 4657 | SH |  | SOLE |  | 4657 | 0 | 0 |
| INVESCO MUN OPPORTUNITY TR | COM | 46132C107 |  | 276079 | 28550 | SH |  | SOLE |  | 28550 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1429057 | 19638 | SH |  | SOLE |  | 19638 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 32542180 | 493662 | SH |  | SOLE |  | 493662 | 0 | 0 |
| ISHARES INC | MSCI JPN ETF NEW | 46434G822 |  | 9088519 | 113309 | SH |  | SOLE |  | 113309 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 1743660 | 40158 | SH |  | SOLE |  | 40158 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 74919849 | 1148021 | SH |  | SOLE |  | 1148021 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 27818912 | 234107 | SH |  | SOLE |  | 234107 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 23155251 | 217441 | SH |  | SOLE |  | 217441 | 0 | 0 |
| ISHARES TR | MSCI EURO FL ETF | 464289180 |  | 3448423 | 100420 | SH |  | SOLE |  | 100420 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 43939954 | 503264 | SH |  | SOLE |  | 503264 | 0 | 0 |
| ISHARES TR | CORE MSCI PAC | 46434V696 |  | 217206 | 2958 | SH |  | SOLE |  | 2958 | 0 | 0 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 205722 | 3020 | SH |  | SOLE |  | 3020 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 2249465 | 24193 | SH |  | SOLE |  | 24193 | 0 | 0 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 6137610 | 127787 | SH |  | SOLE |  | 127787 | 0 | 0 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 5433357 | 120527 | SH |  | SOLE |  | 120527 | 0 | 0 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 204366 | 8737 | SH |  | SOLE |  | 8737 | 0 | 0 |
| ISHARES U S ETF TR | BLOOMBERG ROLL | 46431W598 |  | 5456163 | 103729 | SH |  | SOLE |  | 103729 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETBULD MSCI | 46641Q738 |  | 25436377 | 266405 | SH |  | SOLE |  | 266405 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | INTL HDGD EQT LA | 46654Q591 |  | 346096 | 6711 | SH |  | SOLE |  | 6711 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 4492252 | 69112 | SH |  | SOLE |  | 69112 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 346027 | 2309 | SH |  | SOLE |  | 2309 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 366845 | 1163 | SH |  | SOLE |  | 1163 | 0 | 0 |
| KELLANOVA | COM | 487836108 |  | 517218 | 6306 | SH |  | SOLE |  | 6306 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 203178 | 407 | SH |  | SOLE |  | 407 | 0 | 0 |
| MANULIFE FINL CORP | COM | 56501R106 |  | 314397 | 10093 | SH |  | SOLE |  | 10093 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 402654 | 1325 | SH |  | SOLE |  | 1325 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 351768 | 479 | SH |  | SOLE |  | 479 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1370767 | 2647 | SH |  | SOLE |  | 2647 | 0 | 0 |
| NEW YORK LIFE INVESTMENTS ET | NYLI HEDGE MULTI | 45409B107 |  | 33160117 | 986028 | SH |  | SOLE |  | 986028 | 0 | 0 |
| NORTHRIM BANCORP INC | COM | 666762109 |  | 2118147 | 97791 | SH |  | SOLE |  | 97791 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1048020 | 5617 | SH |  | SOLE |  | 5617 | 0 | 0 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 425250 | 9000 | SH |  | SOLE |  | 9000 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 395444 | 2816 | SH |  | SOLE |  | 2816 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 355332 | 13821 | SH |  | SOLE |  | 13821 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 936273 | 28057 | SH |  | SOLE |  | 28057 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1424062 | 61171 | SH |  | SOLE |  | 61171 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 1654221 | 70482 | SH |  | SOLE |  | 70482 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1870904 | 86736 | SH |  | SOLE |  | 86736 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 248829 | 700 | SH |  | SOLE |  | 700 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFLI MSCI GBL | 78463X475 |  | 308963 | 4125 | SH |  | SOLE |  | 4125 | 0 | 0 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1055425 | 22547 | SH |  | SOLE |  | 22547 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 189358407 | 284245 | SH |  | SOLE |  | 284245 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 1652734 | 28899 | SH |  | SOLE |  | 28899 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 3702270 | 47259 | SH |  | SOLE |  | 47259 | 0 | 0 |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 |  | 4272644 | 178473 | SH |  | SOLE |  | 178473 | 0 | 0 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 |  | 18154734 | 376498 | SH |  | SOLE |  | 376498 | 0 | 0 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 825747 | 17827 | SH |  | SOLE |  | 17827 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 431823 | 971 | SH |  | SOLE |  | 971 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 16763040 | 212432 | SH |  | SOLE |  | 212432 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 81136376 | 1090983 | SH |  | SOLE |  | 1090983 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 27383634 | 553652 | SH |  | SOLE |  | 553652 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 409085 | 668 | SH |  | SOLE |  | 668 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 205358 | 690 | SH |  | SOLE |  | 690 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1082000 | 2256 | SH |  | SOLE |  | 2256 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 947183 | 5079 | SH |  | SOLE |  | 5079 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 637362 | 1942 | SH |  | SOLE |  | 1942 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 12927607 | 255335 | SH |  | SOLE |  | 255335 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 214933 | 3587 | SH |  | SOLE |  | 3587 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 339715 | 995 | SH |  | SOLE |  | 995 | 0 | 0 |
| WALMART INC | COM | 931142103 |  | 241312 | 2341 | SH |  | SOLE |  | 2341 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 495734 | 5914 | SH |  | SOLE |  | 5914 | 0 | 0 |

---