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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Alaska Wealth Advisors

Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0001398344-26-003000

Total Value
$785.3M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY277,286$189.1M24.08%
2VANGUARD BD INDEX FDS9219378351,132,993$83.9M10.69%
3ISHARES TR4642875071,175,780$77.6M9.88%
4ISHARES TR46432F842572,110$51.2M6.52%
5FLEXSHARES TRFLEX746,896$45.2M5.76%
6NEW YORK LIFE INVESTMENTS ET45409B1071,020,592$34.2M4.36%
7ISHARES INC46434G103482,411$32.4M4.13%
8ISHARES TR464287804253,417$30.5M3.88%
9VANGUARD CHARLOTTE FDS92203J407576,823$27.9M3.55%
10J P MORGAN EXCHANGE TRADED F46641Q738276,134$25.6M3.26%
11ISHARES TR464288414226,477$24.3M3.09%
12SPDR SERIES TRUST78468R739405,897$19.5M2.48%
13VANGUARD BD INDEX FDS921937827220,019$17.3M2.21%
14VANGUARD MALVERN FDS922020805268,754$13.3M1.69%
15ABRDN ETFS003261203417,243$12.9M1.65%
16DBX ETF TR233051143161,006$10.1M1.28%
17ISHARES TR46435U549129,053$6.2M0.79%
18ISHARES TR46435U663120,046$5.5M0.70%
19J P MORGAN EXCHANGE TRADED F46654Q72477,200$5.1M0.65%
20ISHARES U S ETF TR46431W598102,255$5.0M0.63%
21SPDR SERIES TRUST78468R606183,591$4.3M0.55%
22SPDR SERIES TRUST78464A85453,550$4.3M0.55%
23ISHARES TR46428752314,120$4.3M0.54%
24ISHARES TR46428918099,595$3.7M0.47%
25APPLE INCAAPL12,801$3.5M0.44%
26NVIDIA CORPORATIONNVDA15,522$2.9M0.37%
27NORTHRIM BANCORP INCNRIM97,791$2.6M0.33%
28ISHARES TR46435G51627,225$2.6M0.33%
29FIRST TR EXCHANGE TRADED FD33737A10815,807$2.4M0.31%
30GLOBAL X FDS37954Y38472,559$2.2M0.28%
31SCHWAB STRATEGIC TR80852484794,206$2.0M0.25%
32SCHWAB STRATEGIC TR80852483984,021$2.0M0.25%
33SPDR SERIES TRUST78464A84733,620$1.9M0.25%
34SCHWAB STRATEGIC TR80852480570,334$1.7M0.22%
35ISHARES INC46434G86336,590$1.6M0.21%
36ISHARES GOLD TRIAU19,753$1.6M0.20%
37BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.19%
38ISHARES INC46434G82217,840$1.4M0.18%
39MICROSOFT CORPMSFT2,818$1.4M0.17%
40VANGUARD INDEX FDS9229087362,188$1.1M0.14%
41SCHWAB STRATEGIC TR80852470632,237$1.1M0.13%
42SPDR INDEX SHS FDS78463X50922,547$1.1M0.13%
43GLOBAL X FDS37954Y23646,716$985,7130.13%
44SPDR SERIES TRUST78468R85321,023$985,1380.13%
45VANGUARD INDEX FDS9229087445,097$973,4760.12%
46AMAZON COM INCAMZN3,672$847,5710.11%
47BROADCOM INCAVGO2,261$782,5320.10%
48EXXON MOBIL CORPXOM5,204$626,2910.08%
49VANGUARD INDEX FDS9229087691,836$615,6130.08%
50COSTCO WHSL CORP NEW22160K105700$604,0620.08%
51J P MORGAN EXCHANGE TRADED F46654Q59110,478$547,3770.07%
52WELLS FARGO CO NEW9497461015,861$546,2150.07%
53BERKSHIRE HATHAWAY INC DELBRK-A987$496,1160.06%
54TESLA INCTSLA1,060$476,7030.06%
55PEPSICO INCPEP2,818$404,4040.05%
56JPMORGAN CHASE & CO.VYLD1,255$404,3860.05%
57MCDONALDS CORPMCD1,256$383,8710.05%
58INVESCO EXCH TRD SLF IDX FDIVZ14,580$380,6110.05%
59SPDR INDEX SHS FDS78463X4754,856$372,5040.05%
60ALPHABET INCGOOG1,154$361,2020.05%
61SCHWAB STRATEGIC TR80852410213,677$358,7410.05%
62VISA INCV1,004$352,1700.04%
63INVESCO EXCHANGE TRADED FD TIVZ3,400$348,2280.04%
64META PLATFORMS INCMETA513$338,6260.04%
65ALPHABET INCGOOG1,078$338,2760.04%
66INVESCO EXCH TRD SLF IDX FDIVZ15,314$329,3950.04%
67INVESCO EXCH TRD SLF IDX FDIVZ14,892$327,6310.04%
68WALMART INCWMT2,819$314,1170.04%
69BLACKSTONE INCBX2,000$308,2800.04%
70JACOBS SOLUTIONS INCJ2,309$305,8500.04%
71ELI LILLY & COLLY283$303,8010.04%
72SPDR GOLD TRGLD700$277,4170.04%
73INVESCO MUN OPPORTUNITY TRIVZ28,550$273,2240.03%
74MANULIFE FINL CORP56501R1067,469$270,9750.03%
75INVESCO EXCH TRD SLF IDX FDIVZ9,289$248,0160.03%
76INVESCO EXCH TRD SLF IDX FDIVZ10,820$244,6830.03%
77CROWDSTRIKE HLDGS INCCRWD500$234,3800.03%
78INNOVATOR ETFS TRUSTINHD6,909$231,5210.03%
79VANGUARD TAX-MANAGED FDS9219438583,609$225,4540.03%
80ISHARES TR46434V6962,958$216,5550.03%
81ISHARES TR46434V7382,991$212,3010.03%
82VANGUARD INDEX FDS922908595684$206,6430.03%
83ISHARES TR46436E5288,936$206,2360.03%
84GUGGENHEIM TAXABLE MUNICP BO40166410711,500$171,5800.02%
85CAPSOVISION INCCV11,093$118,5840.02%