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Portfolio (Quarterly) Guide ↗

Yukon Wealth Management, Inc.

· CIK 0002065849
13F Portfolio $174M AUM 81 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 22 Added 43 Reduced 54 Exited
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 3,601.0 $1.1M 0.62% -1K -28.3% $298.08 -73.8%
22 AVGO BROADCOM INC Technology 2,475.0 $762K 0.44% -7K -73.9% $308.02 +34.5%
23 VBR VANGUARD INDEX FDS 3,185.0 $727K 0.42% -150.0 -4.5% $228.36 +1.9%
24 IJR ISHARES TR 5,424.0 $701K 0.40% -991.0 -15.4% $129.33 +6.2%
25 ESGE ISHARES INC 14,839.0 $700K 0.40% -584.0 -3.8% $47.15 +11.4%
26 GOOGL ALPHABET INC Communication Services 2,006.0 $668K 0.39% -9K -82.2% $333.02 +15.0%
27 USMV ISHARES TR 6,715.0 $639K 0.37% -619.0 -8.4% $95.13 +1.8%
28 EMXC ISHARES INC 7,600.0 $609K 0.35% -2K -19.7% $80.13 +19.3%
29 VFLO VICTORY PORTFOLIOS II 13,251.0 $526K 0.30% -14K -51.5% $39.71 +11.3%
30 BERKSHIRE HATHAWAY INC DEL 938.0 $473K 0.27% -1K -59.0% $503.83
31 VLUE ISHARES TR 3,136.0 $468K 0.27% -1K -29.2% $149.13 +25.6%
32 IYE ISHARES TR 8,200.0 $458K 0.26% -2K -19.9% $55.83 +12.8%
33 ISRG INTUITIVE SURGICAL INC Healthcare 903.0 $432K 0.25% -25.0 -2.7% $478.49 -8.4%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 2,698.0 $423K 0.24% -977.0 -26.6% $156.86 -7.9%
35 HD HOME DEPOT INC Consumer Cyclical 1,019.0 $395K 0.23% -65.0 -6.0% $387.32 -19.2%
36 SPY SPDR S&P 500 ETF TR Financial Services 549.0 $376K 0.22% -297.0 -35.1% $685.57 +8.8%
37 ABBV ABBVIE INC Healthcare 1,623.0 $352K 0.20% -70.0 -4.1% $217.07 -0.6%
38 EPD ENTERPRISE PRODS PARTNERS L Energy 8,436.0 $297K 0.17% -11K -57.4% $35.20 +12.6%
39 HEFA ISHARES TR 6,550.0 $285K 0.16% -2K -26.8% $43.49 +4.2%
40 META META PLATFORMS INC Communication Services 400.0 $268K 0.15% -758.0 -65.5% $669.09 -8.8%
Page 2 of 3  ·  43 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 44.4%
Communication Services 20.4%
Consumer Cyclical 14.5%
Financial Services 10.9%
Healthcare 4.7%
Consumer Defensive 2.3%
Energy 1.6%
Industrials 1.2%