Yukon Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Yukon Wealth Management, Inc. held in its portfolio 80 assets valued at $173,514,033 (i.e. $173.51M).
The most valuable assets in the portfolio included: ISHARES TR ($25.48M), ISHARES TR ($20.21M), and SCHWAB STRATEGIC TR ($10.53M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Yukon Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 36965 | 25479609 | CORE S&P500 ETF |
| ISHARES TR | 130953 | 20211361 | SELECT DIVID ETF |
| SCHWAB STRATEGIC TR | 339666 | 10533033 | US DIVIDEND EQ |
| VANGUARD SPECIALIZED FUNDS | 33978 | 7697484 | DIV APP ETF |
| ISHARES TR | 156663 | 7276983 | CORE UNIVRSL USD |
| ISHARES TR | 42178 | 6283190 | ESG AWR MSCI USA |
| SPDR INDEX SHS FDS | 122811 | 5827382 | PORTFOLIO DEVLPD |
| SPDR SERIES TRUST | 77521 | 5790530 | STATE STREET SPD |
| ISHARES TR | 38603 | 5786160 | CORE S&P TTL STK |
| ISHARES TR | 62792 | 4858866 | EAFE VALUE ETF |
| ISHARES TR | 36230 | 4275126 | EAFE GRWTH ETF |
| VANGUARD BD INDEX FDS | 52946 | 3912709 | TOTAL BND MRKT |
| NVIDIA CORPORATION | 21953 | 3824005 | COM |
| VANGUARD BD INDEX FDS | 41384 | 3254852 | SHORT TRM BOND |
| ISHARES TR | 25844 | 3103404 | S&P 500 GRWT ETF |
| BLACKROCK ETF TRUST | 46391 | 2824773 | ISHARES US EQUIT |
| ALPHABET INC | 8300 | 2766723 | CAP STK CL C |
| ISHARES TR | 28954 | 2756439 | MBS ETF |
| ISHARES TR | 13525 | 2727007 | MSCI USA QLT FCT |
| ISHARES TR | 10677 | 2359832 | S&P 500 VAL ETF |
| AMAZON COM INC | 9611 | 2239267 | COM |
| ISHARES INC | 29806 | 2154690 | CORE MSCI EMKT |
| ISHARES TR | 22807 | 1973687 | 20 YR TR BD ETF |
| MICROSOFT CORP | 4582 | 1897737 | COM |
| ISHARES TR | 70049 | 1606580 | US TREAS BD ETF |
| INVESCO QQQ TR | 2244 | 1359374 | UNIT SER 1 |
| APPLE INC | 4850 | 1340881 | COM |
| ISHARES TR | 11924 | 1235275 | GLOBAL TECH ETF |
| ISHARES TR | 4894 | 1209090 | MSCI USA MMENTM |
| J P MORGAN EXCHANGE TRADED F | 20076 | 1157984 | NASDAQ EQT PREM |
| J P MORGAN EXCHANGE TRADED F | 19520 | 1143482 | EQUITY PREMIUM |
| ISHARES TR | 11414 | 1137291 | CORE US AGGBD ET |
| ISHARES TR | 5874 | 1118315 | U.S. TECH ETF |
| ISHARES TR | 25451 | 1091594 | INTL SEL DIV ETF |
| VANGUARD INDEX FDS | 3601 | 1073382 | MID CAP ETF |
| SPDR INDEX SHS FDS | 21186 | 1040656 | PORTFOLIO EMG MK |
| VANGUARD WORLD FD | 7764 | 1026850 | FINANCIALS ETF |
| BROADCOM INC | 2475 | 762346 | COM |
| BLACKROCK ETF TRUST II | 13894 | 734448 | ISHARES FLEXIBLE |
| VANGUARD INDEX FDS | 3185 | 727327 | SM CP VAL ETF |
| ISHARES TR | 5424 | 701479 | CORE S&P SCP ETF |
| ISHARES INC | 14839 | 699666 | ESG AWR MSCI EM |
| ALPHABET INC | 2006 | 668047 | CAP STK CL A |
| ISHARES TR | 12516 | 647077 | USD INV GRDE ETF |
| ISHARES TR | 6715 | 638813 | MSCI USA MIN VOL |
| GLOBAL X FDS | 25877 | 618972 | DATA CTR & DIGIT |
| ISHARES INC | 7600 | 608951 | MSCI EMRG CHN |
| ISHARES TR | 5670 | 572463 | 10-20 YR TRS ETF |
| ISHARES U S ETF TR | 10373 | 529957 | SHORT DURATION B |
| VICTORY PORTFOLIOS II | 13251 | 526197 | SHARES FREE CASH |
| J P MORGAN EXCHANGE TRADED F | 11248 | 521120 | INCOME ETF |
| ISHARES TR | 5280 | 507924 | JPMORGAN USD EMG |
| BERKSHIRE HATHAWAY INC DEL | 938 | 472593 | CL B NEW |
| ISHARES TR | 3136 | 467673 | MSCI USA VALUE |
| ISHARES TR | 8200 | 457783 | U.S. ENERGY ETF |
| INTUITIVE SURGICAL INC | 903 | 432076 | COM NEW |
| PROCTER AND GAMBLE CO | 2698 | 423214 | COM |
| HOME DEPOT INC | 1019 | 394675 | COM |
| VANGUARD MALVERN FDS | 4988 | 389438 | CORE-PLUS BD ETF |
| ISHARES TR | 1113 | 378662 | S&P 100 ETF |
| SPDR S&P 500 ETF TR | 549 | 376380 | TR UNIT |
| ABBVIE INC | 1623 | 352300 | COM |
| INVESCO EXCH TRADED FD TR II | 2933 | 343249 | S&P 500 MOMNTM |
| DIMENSIONAL ETF TRUST | 4122 | 308202 | US EQUITY MARKET |
| ENTERPRISE PRODS PARTNERS L | 8436 | 296950 | COM |
| BLACKROCK ETF TRUST | 7453 | 284928 | ISHARES US THEMA |
| ISHARES TR | 6550 | 284851 | HDG MSCI EAFE |
| VANGUARD WHITEHALL FDS | 2886 | 281298 | INTL HIGH ETF |
| META PLATFORMS INC | 400 | 267637 | CL A |
| AMERICAN CENTY ETF TR | 3021 | 266875 | INTL EQT ETF |
| ISHARES TR | 2744 | 264367 | U.S. REAL ES ETF |
| BLACKROCK ETF TRUST | 7829 | 255539 | ISHARES A I INNO |
| ISHARES TR | 4403 | 254678 | US INFRASTRUC |
| ISHARES GOLD TR | 2626 | 244008 | ISHARES NEW |
| CISCO SYS INC | 2944 | 238973 | COM |
| VANGUARD INDEX FDS | 862 | 234611 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 8252 | 223062 | US LRG CAP ETF |
| SOUTHWEST AIRLS CO | 4075 | 214306 | COM |
| ISHARES TR | 4204 | 210789 | CORE INTL AGGR |
| ANAVEX LIFE SCIENCES CORP | 18045 | 74526 | COM NEW |
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