The Analysis of Yukon Wealth Management, Inc.'s Holdings

Currently, Yukon Wealth Management, Inc. holds 81 types of securities in its portfolio with a total value $173.5M. In the most recent quarter, they have increased their positions in JEPI (+19.5K shares, valued at $1.1M), NEAR (+10.4K shares, valued at $530.0K), BND (+5.6K shares, valued at $411.8K); decreased their positions in AAPL (-91.4K shares, valued at $25.3M), NVDA (-127.5K shares, valued at $22.2M), DVY (-46.6K shares, valued at $7.2M); initiated new positions in JEPI (+19.5K shares, valued at $1.1M), NEAR (+10.4K shares, valued at $530.0K), THRO (+7.5K shares, valued at $284.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR37.0K shares-10.97%2025-12-312026-02-10

DVY ISHARES TR131.0K shares-26.25%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR339.7K shares-35.48%2025-12-312026-02-10

VIG VANGUARD SPECIALIZED FUNDS34.0K shares-34.00%2025-12-312026-02-10

IUSB ISHARES TR156.7K shares2.25%2025-12-312026-02-10

ESGU ISHARES TR42.2K shares-11.68%2025-12-312026-02-10

SPDW SPDR INDEX SHS FDS122.8K shares6.95%2025-12-312026-02-10

ITOT ISHARES TR38.6K shares-7.90%2025-12-312026-02-10

Sponsored

EFV ISHARES TR62.8K shares-1.32%2025-12-312026-02-10

EFG ISHARES TR36.2K shares-6.35%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS52.9K shares11.76%2025-12-312026-02-10

NVDA NVIDIA CORPORATION22.0K shares-85.31%2025-12-312026-02-10

BSV VANGUARD BD INDEX FDS41.4K shares4.81%2025-12-312026-02-10

IVW ISHARES TR25.8K shares2.61%2025-12-312026-02-10

SPYV SPDR SERIES TRUST50.7K shares-0.62%2025-12-312026-02-10

DYNF BLACKROCK ETF TRUST46.4K shares8.43%2025-12-312026-02-10

Sponsored

SPYG SPDR SERIES TRUST26.8K shares-7.71%2025-12-312026-02-10

ALPHABET INC ALPHABET INC8.3K shares-62.15%2025-12-312026-02-10

MBB ISHARES TR29.0K shares4.85%2025-12-312026-02-10

QUAL ISHARES TR13.5K shares6.14%2025-12-312026-02-10

IVE ISHARES TR10.7K shares13.60%2025-12-312026-02-10

AMZN AMAZON COM INC9.6K shares-66.92%2025-12-312026-02-10

IEMG ISHARES INC29.8K shares18.79%2025-12-312026-02-10

TLT ISHARES TR22.8K shares-2.71%2025-12-312026-02-10

Sponsored

MSFT MICROSOFT CORP4.6K shares-77.30%2025-12-312026-02-10

GOVT ISHARES TR70.0K shares10.11%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR2.2K shares-82.45%2025-12-312026-02-10

AAPL APPLE INC4.8K shares-94.96%2025-12-312026-02-10

IXN ISHARES TR11.9K shares-14.48%2025-12-312026-02-10

MTUM ISHARES TR4.9K shares7.02%2025-12-312026-02-10

JEPQ J P MORGAN EXCHANGE TRADED F20.1K shares-1.72%2025-12-312026-02-10

JEPI J P MORGAN EXCHANGE TRADED F19.5K sharesnew addition2025-12-312026-02-10

Sponsored

AGG ISHARES TR11.4K shares1.21%2025-12-312026-02-10

IYW ISHARES TR5.9K shares-15.53%2025-12-312026-02-10

IDV ISHARES TR25.5K shares1.06%2025-12-312026-02-10

VO VANGUARD INDEX FDS3.6K shares-28.34%2025-12-312026-02-10

SPEM SPDR INDEX SHS FDS21.2K shares40.11%2025-12-312026-02-10

VFH VANGUARD WORLD FD7.8K shares0.49%2025-12-312026-02-10

BROADCOM INC BROADCOM INC2.5K shares-73.94%2025-12-312026-02-10

BINC BLACKROCK ETF TRUST II13.9K shares22.21%2025-12-312026-02-10

Sponsored

VBR VANGUARD INDEX FDS3.2K shares-4.50%2025-12-312026-02-10

IJR ISHARES TR5.4K shares-15.45%2025-12-312026-02-10

ESGE ISHARES INC14.8K shares-3.79%2025-12-312026-02-10

ALPHABET INC ALPHABET INC2.0K shares-82.18%2025-12-312026-02-10

USIG ISHARES TR12.5K shares10.38%2025-12-312026-02-10

USMV ISHARES TR6.7K shares-8.44%2025-12-312026-02-10

DTCR GLOBAL X FDS25.9K shares0.00%2025-12-312026-02-10

EMXC ISHARES INC7.6K shares-19.71%2025-12-312026-02-10

Sponsored

TLH ISHARES TR5.7K shares18.94%2025-12-312026-02-10

NEAR ISHARES U S ETF TR10.4K sharesnew addition2025-12-312026-02-10

VFLO VICTORY PORTFOLIOS II13.3K shares-51.51%2025-12-312026-02-10

JPIE J P MORGAN EXCHANGE TRADED F11.2K shares30.64%2025-12-312026-02-10

EMB ISHARES TR5.3K shares4.37%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL938 shares-58.97%2025-12-312026-02-10

VLUE ISHARES TR3.1K shares-29.18%2025-12-312026-02-10

IYE ISHARES TR8.2K shares-19.91%2025-12-312026-02-10

Sponsored

ISRG INTUITIVE SURGICAL INC903 shares-2.69%2025-12-312026-02-10

PG PROCTER AND GAMBLE CO2.7K shares-26.59%2025-12-312026-02-10

HD HOME DEPOT INC1.0K shares-6.00%2025-12-312026-02-10

VPLS VANGUARD MALVERN FDS5.0K shares0.00%2025-12-312026-02-10

OEF ISHARES TR1.1K shares84.27%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR549 shares-35.11%2025-12-312026-02-10

ABBV ABBVIE INC1.6K shares-4.13%2025-12-312026-02-10

SPMO INVESCO EXCH TRADED FD TR II2.9K shares0.00%2025-12-312026-02-10

Sponsored

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2025-12-312026-02-10

EPD ENTERPRISE PRODS PARTNERS L8.4K shares-57.40%2025-12-312026-02-10

THRO BLACKROCK ETF TRUST7.5K sharesnew addition2025-12-312026-02-10

HEFA ISHARES TR6.5K shares-26.78%2025-12-312026-02-10

VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2025-12-312026-02-10

META META PLATFORMS INC400 shares-65.46%2025-12-312026-02-10

AVDE AMERICAN CENTY ETF TR3.0K shares0.00%2025-12-312026-02-10

IYR ISHARES TR2.7K shares-14.38%2025-12-312026-02-10

Sponsored

BAI BLACKROCK ETF TRUST7.8K sharesnew addition2025-12-312026-02-10

IFRA ISHARES TR4.4K shares-17.78%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR2.6K sharesnew addition2025-12-312026-02-10

CSCO CISCO SYS INC2.9K shares-2.90%2025-12-312026-02-10

VB VANGUARD INDEX FDS862 shares0.00%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR8.3K shares0.29%2025-12-312026-02-10

LUV SOUTHWEST AIRLS CO4.1K sharesnew addition2025-12-312026-02-10

IAGG ISHARES TR4.2K sharesnew addition2025-12-312026-02-10

Sponsored

AVXL ANAVEX LIFE SCIENCES CORP18.0K shares6.20%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available