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Portfolio (Quarterly) Guide ↗

Yukon Wealth Management, Inc.

· CIK 0002065849
13F Portfolio $305M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 128 New
Page 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOVT ISHARES TR 63,619.0 $1.5M 0.48% NEW $23.12 -2.0%
42 IXN ISHARES TR 13,943.0 $1.4M 0.47% NEW $103.21 +31.1%
43 IYW ISHARES TR 6,954.0 $1.4M 0.45% NEW $195.86 +23.4%
44 LLY ELI LILLY & CO Healthcare 1,747.0 $1.3M 0.44% NEW $763.02 +39.6%
45 JEPQ J P MORGAN EXCHANGE TRADED F 20,427.0 $1.2M 0.39% NEW $57.52 +4.7%
46 MTUM ISHARES TR 4,573.0 $1.2M 0.38% NEW $256.43 +18.4%
47 BERKSHIRE HATHAWAY INC DEL 2,286.0 $1.1M 0.38% NEW $502.74
48 AGG ISHARES TR 11,277.0 $1.1M 0.37% NEW $100.25 -1.8%
49 VFLO VICTORY PORTFOLIOS II 27,328.0 $1.0M 0.34% NEW $37.50 +17.8%
50 VFH VANGUARD WORLD FD 7,726.0 $1.0M 0.33% NEW $131.24 -2.9%
51 V VISA INC Financial Services 2,860.0 $976K 0.32% NEW $341.33 -3.6%
52 IDV ISHARES TR 25,184.0 $920K 0.30% NEW $36.55 +23.0%
53 IBIT ISHARES BITCOIN TRUST ETF Financial Services 13,945.0 $906K 0.30% NEW $65.00 -33.9%
54 META META PLATFORMS INC Communication Services 1,158.0 $850K 0.28% NEW $734.10 -16.9%
55 MCK MCKESSON CORP Healthcare 1,074.0 $830K 0.27% NEW $772.54 -0.8%
56 JNJ JOHNSON & JOHNSON Healthcare 4,296.0 $797K 0.26% NEW $185.42 +26.4%
57 IJR ISHARES TR 6,415.0 $762K 0.25% NEW $118.83 +15.6%
58 EFA ISHARES TR 7,585.0 $708K 0.23% NEW $93.37 +11.4%
59 SPEM SPDR INDEX SHS FDS 15,121.0 $708K 0.23% NEW $46.81 +9.8%
60 GEV GE VERNOVA INC Utilities 1,145.0 $704K 0.23% NEW $614.95 +68.9%
Page 3 of 7  ·  128 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.3%
Financial Services 17.2%
Communication Services 9.0%
Consumer Cyclical 6.0%
Industrials 5.0%
Healthcare 3.4%
Consumer Defensive 3.4%
Energy 1.4%
Utilities 0.6%