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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 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 OEF ISHARES TR 1,113.0 $379K 0.22% +509.0 +84.3% $340.22 +9.1%
62 SPY SPDR S&P 500 ETF TR Financial Services 549.0 $376K 0.22% -297.0 -35.1% $685.57 +8.8%
63 ABBV ABBVIE INC Healthcare 1,623.0 $352K 0.20% -70.0 -4.1% $217.07 -0.6%
64 SPMO INVESCO EXCH TRADED FD TR II 2,933.0 $343K 0.20% $117.03 +23.8%
65 DFUS DIMENSIONAL ETF TRUST 4,122.0 $308K 0.18% $74.77 +8.5%
66 EPD ENTERPRISE PRODS PARTNERS L Energy 8,436.0 $297K 0.17% -11K -57.4% $35.20 +12.6%
67 THRO BLACKROCK ETF TRUST 7,453.0 $285K 0.16% NEW $38.23 +11.7%
68 HEFA ISHARES TR 6,550.0 $285K 0.16% -2K -26.8% $43.49 +4.2%
69 VYMI VANGUARD WHITEHALL FDS 2,886.0 $281K 0.16% $97.47 +2.3%
70 META META PLATFORMS INC Communication Services 400.0 $268K 0.15% -758.0 -65.5% $669.09 -8.8%
71 AVDE AMERICAN CENTY ETF TR 3,021.0 $267K 0.15% $88.34 +2.8%
72 IYR ISHARES TR 2,744.0 $264K 0.15% -461.0 -14.4% $96.34 +6.6%
73 BAI BLACKROCK ETF TRUST 7,829.0 $256K 0.15% NEW $32.64 +46.5%
74 IFRA ISHARES TR 4,403.0 $255K 0.15% -952.0 -17.8% $57.84 +5.4%
75 IAU ISHARES GOLD TR Financial Services 2,626.0 $244K 0.14% NEW $92.92 -8.7%
76 CSCO CISCO SYS INC Technology 2,944.0 $239K 0.14% -88.0 -2.9% $81.17 +48.3%
77 VB VANGUARD INDEX FDS 862.0 $235K 0.14% $272.17 +6.2%
78 SCHX SCHWAB STRATEGIC TR 8,252.0 $223K 0.13% $27.03 +8.5%
79 LUV SOUTHWEST AIRLS CO Industrials 4,075.0 $214K 0.12% NEW $52.59 -22.3%
80 IAGG ISHARES TR 4,204.0 $211K 0.12% NEW $50.14 -0.2%
Page 4 of 5  ·  81 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%