APCM Wealth Management for Individuals

RIA/Wealth

APCM Wealth Management for Individuals is a RIA/Wealth based in Anchorage, AK led by Evan Denali Rose, reporting $925.4M in AUM as of Q3 2025 with 97% ETF concentration, 76% concentrated in top 10 holdings, and 25% allocation to SPY.

CEOEvan Denali Rose

Portfolio Value: $764.1M
Positions: 82
Top Holding: SPY at 24.78%
Last Reported: Q3 2025

Address3800 Centerpoint Drive, Suite 910, Anchorage, AK, 99503, United States

Top Holdings

Largest long holdings in APCM Wealth Management for Individuals's portfolio (76.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$189.4M	24.78%	-$9.1M Sold	— 284.2K shares	Q4 2017 Held for 7y 11m
2 Vanguard Total Bond Market BND	ETF ETF	$81.1M	10.62%	+$10.2M Bought	— 1.1M shares	Q4 2017 Held for 7y 11m
3 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$74.9M	9.80%	-$1.8M Sold	— 1.1M shares	Q4 2017 Held for 7y 11m
4 FlexShares STOXX Global Broad Infrastructure Index Fund NFRA	ETF ETF	$45.9M	6.00%	+$2.2M Bought	— 729.1K shares	Q1 2018 Held for 7y 8m
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$43.9M	5.75%	+$5.2M Bought	— 503.3K shares	Q4 2017 Held for 7y 11m
6 IQ Hedge Multi-Strategy Tracker QAI	ETF ETF	$33.2M	4.34%	+$1.5M Bought	— 986.0K shares	Q2 2023 Held for 2y 5m
7 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$32.5M	4.26%	+$667.1K Bought	— 493.7K shares	Q4 2017 Held for 7y 11m
8 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$27.8M	3.64%	+$1.2M Bought	— 234.1K shares	Q4 2017 Held for 7y 11m
9 Vanguard Total International Bond BNDX	ETF ETF	$27.4M	3.58%	+$3.1M Bought	— 553.7K shares	Q4 2017 Held for 7y 11m
10 JPMorgan BetaBuilders MSCI U.S. REIT BBRE	ETF ETF	$25.4M	3.33%	+$2.5M Bought	— 266.4K shares	Q4 2018 Held for 6y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in APCM Wealth Management for Individuals's latest filing

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Market Value

$764.1M

Prior: $698.1M

Q/Q Change

+9.46%

+$66.0M

Net Flows % of MV

+3.76%

Turnover Ratio

6.33%

New Purchases

4 stocks

$886.8K

Added To

32 stocks

+$61.1M

Sold Out Of

4 stocks

$1.3M

Reduced Holdings

36 stocks

-$32.0M

Increased Positions

Position	Shares Δ	Change
1 Invesco BulletShares 2030 High Yield Corporate Bond BSJU	New	0 → 9.7K +$252.6K
2 BALT Innovator Defined Wealth Shield BALT	New	0 → 6.9K +$226.8K
3 iShares iBonds 2026 Term High Yield and Income ETF IBHF	New	0 → 8.7K +$204.4K
4 Lockheed Martin LMT	New	0 → 407.0 +$203.2K
5 abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF BCD	+2,291.34%	16.8K → 402.5K +$13.3M

Decreased Positions

Position	Shares Δ	Change
1 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	Sold	10.0K → 0 −$532.0K
2 Vanguard Large-Cap VV	Sold	1.1K → 0 −$306.3K
3 Invesco National AMT-Free Municipal Bond PZA	Sold	9.7K → 0 −$218.1K
4 Kellogg Company KLG	Sold	13.3K → 0 −$211.4K
5 iShares MSCI Europe Financials EUFN	-65.52%	291.2K → 100.4K −$6.6M