Arkolith/Funds/Alaska Permanent Capital Management, LLC

Alaska Permanent Capital Management, LLC

CIK 1426771Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Alaska Permanent Capital Management, LLC holds a focused book of 41 stocks worth $1.5B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares 3-7 Year Treasury Bo and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 20% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+26.9%
+14.0%/yr · since Nov '24
Their reported book
+23.0%
held from quarter-end
S&P 500
+36.8%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Jul '25Dec '25Apr '26Aug '26
Alaska Permanent Capital Management, LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.9 points over this window.

Growth of $10,000 cloning Alaska Permanent Capital Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
57%
Top 10 holdings
82%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%
Information Technology
0%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alaska Permanent Capital Management, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.69 / 41$8.0B
LPL Financial LLC66 / 41$56.4B
RAYMOND JAMES FINANCIAL INC66 / 41$29.2B
MORGAN STANLEY65 / 41$169.5B
Cetera Investment Advisers65 / 41$13.4B
IFP Advisors, Inc64 / 41$617.0M
COMMONWEALTH EQUITY SERVICES, LLC63 / 41$9.4B
Farther Finance Advisors, LLC63 / 41$1.9B

Ranked by how many of Alaska Permanent Capital Management, LLC's top 41 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

41 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$308.8M413.3K
20.2%
−0.2%
Reduced · −993 sh
2Ishares TR
CORE S&P MCP ETF
$182.0M2.36M
11.9%
−0.3%
Reduced · −7K sh
3Vanguard BD Index FDS
TOTAL BND MRKT
$163.8M2.23M
10.7%
+1.8%
Added · +40K sh
4Ishares TR
CORE MSCI EAFE
$118.5M1.23M
7.7%
−0.5%
Reduced · −6K sh
5Ishares Inc
CORE MSCI EMKT
$104.5M1.26M
6.8%
−8.4%
Reduced · −115K sh
6Ishares TR
CORE S&P500 ETF
$101.8M135.7K
6.7%
−0.3%
Reduced · −381 sh
7Ishares TR
CORE S&P SCP ETF
$86.2M581.2K
5.6%
−4.6%
Reduced · −28K sh
8Flexshares TR
STOXX GLOBR INF
$82.8M1.29M
5.4%
−3.3%
Reduced · −44K sh
9New York Life Investments Et
HEDGE MULTI STRA
$59.8M1.63M
3.9%
+0.5%
Added · +9K sh
10J P Morgan Exchange Traded F
BETBULD MSCI
$52.6M489.7K
3.4%
−3.4%
Reduced · −17K sh
11Vanguard Charlotte FDS
TOTAL INT BD ETF
$49.9M1.03M
3.3%
−33%
Reduced · −518K sh
12Abrdn Etfs
BBRG ALL COMMDY
$44.0M1.29M
2.9%
−7.2%
Reduced · −101K sh
13Ishares TR
CORE S&P TTL STK
$36.7M223.0K
2.4%
−1.5%
Reduced · −3K sh
14Ishares TR
INTRM GOV CR ETF
$29.0M273.6K
1.9%
+6.6%
Added · +17K sh
15Vanguard Malvern FDS
STRM INFPROIDX
$26.2M521.5K
1.7%
+3.1%
Added · +16K sh
16SPDR Series Trust
ST PORT HIGH ETF
$20.7M885.3K
1.4%
+39%
Added · +250K sh
17Vanguard BD Index FDS
SHORT TRM BOND
$15.0M192.6K
1.0%
+7.0%
Added · +13K sh
18First TR Exchange-Traded FD
NASDQ CLN EDGE
$8.9M46.6K
0.6%
−15%
Reduced · −8K sh
19Ishares TR
ISHARES SEMICDTR
$8.8M13.7K
0.6%
−28%
Reduced · −5K sh
20J P Morgan Exchange Traded F
HEDG EQU LAD ETF
$8.7M128.5K
0.6%
+5.1%
Added · +6K sh
21First TR Exchange Traded FD
NASDQ SEMCNDTR
$8.5M29.8K
0.6%
−32%
Reduced · −14K sh
22Global X FDS
US INFR DEV ETF
$4.4M74.0K
0.3%
−6.3%
Reduced · −5K sh
23SPDR Series Trust
ST NUVE TERM ETF
$2.3M48.2K
0.2%
+77%
Added · +21K sh
24J P Morgan Exchange Traded F
BETA CDA ETF NEW
$1.8M18.1K
0.1%
−1.5%
Reduced · −270 sh
25Ishares TR
3 7 YR TREAS BD
$861K7.3K
0.1%
New
New position
26Ishares TR
TRUST ISHARE 0-1
$836K7.6K
0.1%
New
New position
27Nvidia Corporation
COM
$400K2.0K
0.0%
Held
28Invesco Exch TRD SLF Idx FD
BULL 2032 HI ETF
$258K10.2K
0.0%
Held
29J P Morgan Exchange Traded F
INTL HDGD EQT LA
$254K4.6K
0.0%
Held
30Ishares TR
IBON 2026 TE ETF
$244K10.8K
0.0%
+1.5%
Added · +157 sh
31Ishares TR
0-3 MTH TREASURY
$217K2.2K
0.0%
New
New position
32Ishares TR
0-5 YR TIPS ETF
$213K2.1K
0.0%
New
New position
33Invesco Exch TRD SLF Idx FD
BULLETSHS 2030
$212K8.2K
0.0%
Held
34Ishares TR
ISHS 1-5YR INVS
$196K3.8K
0.0%
Held
35Invesco Exch TRD SLF Idx FD
BULL 2031 HI ETF
$196K7.5K
0.0%
Held
36Innovator Etfs Trust
INTL DE PWR DECE
$186K5.4K
0.0%
Held
37Innovator Etfs Trust
DEFINED WLT SHLD
$178K5.2K
0.0%
Held
38Ishares TR
IBONDS 29 TR HI
$162K7.0K
0.0%
+1.6%
Added · +112 sh
39Invesco Exch TRD SLF Idx FD
INVSCO 28 HYCORP
$160K7.4K
0.0%
+1.5%
Added · +110 sh
40Invesco Exch TRD SLF Idx FD
BULETSHS 2027
$123K5.5K
0.0%
+1.3%
Added · +72 sh
41Innovator Etfs Trust
EMERGING MRKT 10
$88K2.8K
0.0%
New
New position
Showing all 41 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202641$1.5B13F-HR
Q1 2026Mar 31, 2026Apr 24, 202639$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 13, 202641$1.3B13F-HR
Q3 2025Sep 30, 2025Oct 31, 202543$1.4B13F-HR
Q2 2025Jun 30, 2025Jul 29, 202538$1.3B13F-HR
Q1 2025Mar 31, 2025May 1, 202534$1.2B13F-HR
Q4 2024Dec 31, 2024Jan 29, 202541$1.2B13F-HR
Q3 2024Sep 30, 2024Nov 4, 202441$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.