Yukon Wealth Management, Inc.

CIK 0002065849 · OVERLAND PARK, KS · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC source

Yukon Wealth Management, Inc. reported 132 positions worth $349.4M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: IVV (9.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$349.4M
2026 Q2
Positions
132
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
52.7%
Est. Net Flow (Q)
2026 Q2
10 / 132 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$33.3M9.54%44,495
2NVDANVIDIA CORPORATIONSH$31.3M8.96%156,425
3AAPLAPPLE INCSH$29.4M8.41%101,516
4DVYISHARES TRSH$27.3M7.81%174,560
5SCHDSCHWAB STRATEGIC TRSH$15.6M4.47%492,325
6VIGVANGUARD SPECIALIZED FUNDSSH$12.6M3.60%53,209
7QQQINVESCO QQQ TRSH$9.6M2.74%12,985
8ITOTISHARES TRSH$8.5M2.45%52,024
9GOOGALPHABET INCSH$8.4M2.40%23,728
10MSFTMICROSOFT CORPSH$8.3M2.36%22,139

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Yukon Wealth Management, Inc. hold as of Q2 2026?

Yukon Wealth Management, Inc. reported 132 positions worth $349.4M in its Q2 2026 13F filing. Largest positions: IVV (9.5%), NVDA (9.0%), AAPL (8.4%), DVY (7.8%) and SCHD (4.5%).

What did Yukon Wealth Management, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Yukon Wealth Management, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.