Yukon Wealth Management, Inc.
CIK: 0002065849SEC EDGAR →
Portfolio Value
$173.5B
Holdings
81
As of
Q4 2025
New Positions
17
Closed Positions
6
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 36,965 | $25.5B | 14.68% |
| 2 | ISHARES TR | 130,953 | $20.2B | 11.65% |
| 3 | SCHWAB STRATEGIC TR | 339,666 | $10.5B | 6.07% |
| 4 | VANGUARD SPECIALIZED FUNDS | 33,978 | $7.7B | 4.44% |
| 5 | ISHARES TR | 156,663 | $7.3B | 4.19% |
| 6 | ISHARES TR | 42,178 | $6.3B | 3.62% |
| 7 | SPDR INDEX SHS FDS | 122,811 | $5.8B | 3.36% |
| 8 | ISHARES TR | 38,603 | $5.8B | 3.33% |
| 9 | ISHARES TR | 62,792 | $4.9B | 2.80% |
| 10 | ISHARES TR | 36,230 | $4.3B | 2.46% |
Quarterly Changes
New Positions (7)
Closed Positions (54)
$4.4B · 8K shares
$3.8B · 27K shares
$3.1B · 13K shares
$2.9B · 9K shares
$2.7B · 8K shares
$2.5B · 2K shares
$2.3B · 3K shares
$2.3B · 8K shares
$1.7B · 2K shares
$1.6B · 6K shares
$1.3B · 2K shares
$976.2M · 3K shares
$906.4M · 14K shares
$829.7M · 1K shares
$796.6M · 4K shares
$708.2M · 8K shares
$704.1M · 1K shares
$661.3M · 3K shares
$645.4M · 3K shares
$625.4M · 9K shares
$605.7M · 17K shares
$568.8M · 9K shares
$529.7M · 2K shares
$514.9M · 3K shares
$513.6M · 17K shares
$499.8M · 2K shares
$489.4M · 3K shares
$473.6M · 3K shares
$467.5M · 5K shares
$386.4M · 788 shares
$379.6M · 6K shares
$371.9M · 12K shares
$327.5M · 656 shares
$300.8M · 3K shares
$299.8M · 2K shares
$299.1M · 6K shares
$275.5M · 3K shares
$270.5M · 5K shares
$264.4M · 368 shares
$257.3M · 13K shares
$252.5M · 10K shares
$250.4M · 3K shares
$250.0M · 3K shares
$249.1M · 10K shares
$248.1M · 2K shares
$247.7M · 2K shares
$234.6M · 482 shares
$225.1M · 3K shares
$224.0M · 300 shares
$221.0M · 497 shares
$215.4M · 2K shares
$214.6M · 3K shares
$207.6M · 1K shares
$101.0M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $132.0B | 76.1% |
| Unknown | 7 | $25.3B | 14.6% |
| Technology | 5 | $8.1B | 4.6% |
| Communication Services | 3 | $3.7B | 2.1% |
| Consumer Cyclical | 2 | $2.6B | 1.5% |
| Healthcare | 3 | $858.0M | 0.5% |
| Consumer Defensive | 1 | $423.0M | 0.2% |
| Energy | 1 | $296.0M | 0.2% |
| Industrials | 1 | $214.0M | 0.1% |