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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TLH ISHARES TR 4,767.0 $491K 0.16% NEW $102.99 -4.1%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 3,017.0 $489K 0.16% NEW $162.20 +16.5%
83 IYE ISHARES TR 10,239.0 $487K 0.16% NEW $47.52 +32.5%
84 EMB ISHARES TR 5,059.0 $482K 0.16% NEW $95.20 -0.0%
85 PLTR PALANTIR TECHNOLOGIES INC Technology 2,596.0 $474K 0.15% NEW $182.42 -25.0%
86 WMT WALMART INC Consumer Defensive 4,536.0 $468K 0.15% NEW $103.07 +16.7%
87 HD HOME DEPOT INC Consumer Cyclical 1,084.0 $439K 0.14% NEW $405.17 -22.7%
88 ISRG INTUITIVE SURGICAL INC Healthcare 928.0 $415K 0.14% NEW $447.23 -2.0%
89 JPIE J P MORGAN EXCHANGE TRADED F 8,610.0 $400K 0.13% NEW $46.41 -1.1%
90 VPLS VANGUARD MALVERN FDS 4,988.0 $392K 0.13% NEW $78.63 -1.9%
91 ABBV ABBVIE INC Healthcare 1,693.0 $392K 0.13% NEW $231.54 -6.8%
92 CRWD CROWDSTRIKE HLDGS INC Technology 788.0 $386K 0.13% NEW $490.38 +35.3%
93 IONQ IONQ INC Technology 6,172.0 $380K 0.12% NEW $61.50 +3.5%
94 ETHA ISHARES ETHEREUM TR Financial Services 11,801.0 $372K 0.12% NEW $31.51 -50.6%
95 SPMO INVESCO EXCH TRADED FD TR II 2,933.0 $355K 0.12% NEW $121.06 +19.7%
96 HEFA ISHARES TR 8,946.0 $354K 0.12% NEW $39.61 +14.4%
97 LMT LOCKHEED MARTIN CORP Industrials 656.0 $328K 0.11% NEW $499.30 +6.8%
98 IYR ISHARES TR 3,205.0 $311K 0.10% NEW $97.07 +5.8%
99 SGOV ISHARES TR 2,987.0 $301K 0.10% NEW $100.70 -0.1%
100 AMD ADVANCED MICRO DEVICES INC Technology 1,853.0 $300K 0.10% NEW $161.79 +189.0%
Page 5 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%