account_balance

Investment manager · 13F filer · SEC CIK 2065849

Yukon Wealth Management, Inc.

Reported value$349Mas of Jun 30, 2026
Positions132 56 new, 3 sold out
Top 10 weight52.7%IVV alone is 10%
FiledAug 1748 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 9.5% Added +19%
NVDA NVIDIA Corp 9.0% Added +612%AAPL Apple Inc. 8.4% Added +1994%
DVY iShares Tr 7.8% Added +36%
SCHD Schwab Strategic Tr 4.5% Added +51%
VIG Vanguard Specialized Funds 3.6% Added +55%
QQQ Invesco QQQ Tr 2.7% Added +455%
ITOT iShares Tr 2.4% Added +33%
GOOG Alphabet Inc. 2.4% Added +185%MSFT Microsoft Corp 2.4% Added +357%AMZN Amazon.com Inc 2.2% Added +235%
ESGU iShares Tr 2.1% Added +9%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 17, 2026, compared with the Apr 30, 2026 filing
add_circleNew
  • VYM $4.29M
  • MA $4.04M
  • VTI $3.03M
  • UNP $3M
arrow_upwardAdded
arrow_downwardTrimmed
  • BND −45%
  • BSV −38%
  • GOVT −33%
  • QUAL −17%
remove_circleSold out
  • JEPQ $1.14M
  • JEPI $1.11M
  • VFH $1M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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