# EDGAR Filing Document

**Accession Number:** 0001731601
**File Stem:** 0001398344-23-001821
**Filing Date:** 2023-2
**Character Count:** 9801
**Document Hash:** 7e72e8ac787d7fa48f564287a363b409
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001398344-23-001821.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001398344-23-001821

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Alaska Wealth Advisors
- **CENTRAL INDEX KEY:** 0001731601
- **IRS NUMBER:** 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:** 23576884

**BUSINESS ADDRESS:**
- **STREET 1:** 900 W 5TH AVENUE
- **STREET 2:** SUITE 600
- **CITY:** ANCHORAGE
- **STATE:** AK
- **ZIP:** 99517
- **BUSINESS PHONE:** 9072727575

**MAIL ADDRESS:**
- **STREET 1:** 900 W 5TH AVENUE
- **STREET 2:** SUITE 600
- **CITY:** ANCHORAGE
- **STATE:** AK
- **ZIP:** 99517

**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:** 12-31-2022

**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:** 900 W 5TH AVENUE<br>SUITE 600<br>ANCHORAGE, AK 99517

**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  02-01-2023<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:** 59

**Form 13F Information Table Value Total:** $557340604

      (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 |
| AMAZON COM INC | COM | 023135106 |  | 242508 | 2887 | SH |  | SOLE |  | 2887 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1869433 | 14388 | SH |  | SOLE |  | 14388 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 747317 | 40593 | SH |  | SOLE |  | 40593 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 237408 | 3200 | SH |  | SOLE |  | 3200 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 625862 | 1371 | SH |  | SOLE |  | 1371 | 0 | 0 |
| DBX ETF TR | XTRACKERS S | 233051143 |  | 6174732 | 178667 | SH |  | SOLE |  | 178667 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 499880 | 4532 | SH |  | SOLE |  | 4532 | 0 | 0 |
| FLEXSHARES TR | MORNSTAR UPSTR | 33939L407 |  | 3660348 | 84204 | SH |  | SOLE |  | 84204 | 0 | 0 |
| FLEXSHARES TR | STOXX GLOBR INF | 33939L795 |  | 29664823 | 588471 | SH |  | SOLE |  | 588471 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 372715 | 1180 | SH |  | SOLE |  | 1180 | 0 | 0 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C508 |  | 236388 | 7502 | SH |  | SOLE |  | 7502 | 0 | 0 |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 |  | 8651207 | 585332 | SH |  | SOLE |  | 585332 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 6372939 | 99733 | SH |  | SOLE |  | 99733 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 46138E537 |  | 221142 | 9640 | SH |  | SOLE |  | 9640 | 0 | 0 |
| INVESCO MUN OPPORTUNITY TR | COM | 46132C107 |  | 282930 | 28550 | SH |  | SOLE |  | 28550 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 19268934 | 412611 | SH |  | SOLE |  | 412611 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 926878 | 30824 | SH |  | SOLE |  | 30824 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 50982430 | 210767 | SH |  | SOLE |  | 210767 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 20632277 | 218008 | SH |  | SOLE |  | 218008 | 0 | 0 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 45663674 | 432749 | SH |  | SOLE |  | 432749 | 0 | 0 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 208752 | 7686 | SH |  | SOLE |  | 7686 | 0 | 0 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 6455213 | 101521 | SH |  | SOLE |  | 101521 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 30171239 | 489475 | SH |  | SOLE |  | 489475 | 0 | 0 |
| ISHARES TR | CORE MSCI PAC | 46434V696 |  | 245862 | 4581 | SH |  | SOLE |  | 4581 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 1501962 | 22847 | SH |  | SOLE |  | 22847 | 0 | 0 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 4000196 | 85584 | SH |  | SOLE |  | 85584 | 0 | 0 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 3515464 | 106918 | SH |  | SOLE |  | 106918 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | BETBULD MSCI | 46641Q738 |  | 14662296 | 179685 | SH |  | SOLE |  | 179685 | 0 | 0 |
| JACOBS SOLUTIONS INC | COM | 46982L108 |  | 296453 | 2469 | SH |  | SOLE |  | 2469 | 0 | 0 |
| KELLOGG CO | COM | 487836108 |  | 7560559 | 106128 | SH |  | SOLE |  | 106128 | 0 | 0 |
| LISTED FD TR | CORE ALT FD | 53656F847 |  | 38222916 | 1210352 | SH |  | SOLE |  | 1210352 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 339954 | 1290 | SH |  | SOLE |  | 1290 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 227891 | 2054 | SH |  | SOLE |  | 2054 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 765026 | 3190 | SH |  | SOLE |  | 3190 | 0 | 0 |
| NORTHRIM BANCORP INC | COM | 666762109 |  | 1276119 | 23385 | SH |  | SOLE |  | 23385 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 502777 | 2783 | SH |  | SOLE |  | 2783 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 226374 | 2175 | SH |  | SOLE |  | 2175 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 274172 | 1809 | SH |  | SOLE |  | 1809 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 4243014 | 94689 | SH |  | SOLE |  | 94689 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 680797 | 28762 | SH |  | SOLE |  | 28762 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 1355171 | 42073 | SH |  | SOLE |  | 42073 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 1670516 | 36594 | SH |  | SOLE |  | 36594 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1182882 | 61321 | SH |  | SOLE |  | 61321 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 121288057 | 317151 | SH |  | SOLE |  | 317151 | 0 | 0 |
| SPDR SER TR | PORTFOLIO INTRMD | 78464A375 |  | 1192320 | 37459 | SH |  | SOLE |  | 37459 | 0 | 0 |
| SPDR SER TR | PORTFLI HIGH YLD | 78468R606 |  | 483259 | 21632 | SH |  | SOLE |  | 21632 | 0 | 0 |
| SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 |  | 21146027 | 450107 | SH |  | SOLE |  | 450107 | 0 | 0 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 9417453 | 125099 | SH |  | SOLE |  | 125099 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 57602174 | 801812 | SH |  | SOLE |  | 801812 | 0 | 0 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 542038 | 11062 | SH |  | SOLE |  | 11062 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 16449483 | 346816 | SH |  | SOLE |  | 346816 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 240429 | 2915 | SH |  | SOLE |  | 2915 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 228415 | 1139 | SH |  | SOLE |  | 1139 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 652330 | 3061 | SH |  | SOLE |  | 3061 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 840114 | 5985 | SH |  | SOLE |  | 5985 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 649664 | 3398 | SH |  | SOLE |  | 3398 | 0 | 0 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 8549892 | 183042 | SH |  | SOLE |  | 183042 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 229240 | 5462 | SH |  | SOLE |  | 5462 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 910279 | 22046 | SH |  | SOLE |  | 22046 | 0 | 0 |

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