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Portfolio (Quarterly) Guide ↗

Yukon Wealth Management, Inc.

· CIK 0002065849
13F Portfolio $349M AUM 132 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 55 New 50 Added 19 Reduced 4 Exited
Page 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VO VANGUARD INDEX FDS 37,129.0 $3.0M 0.86% +34K +931.1% $80.57 +2.4%
22 IVE ISHARES TR 12,336.0 $2.8M 0.80% +2K +15.5% $227.09 +4.5%
23 IEMG ISHARES INC 31,692.0 $2.6M 0.75% +2K +6.3% $82.84 -1.2%
24 IXN ISHARES TR 13,105.0 $1.9M 0.54% +1K +9.9% $144.48 -2.7%
25 MTUM ISHARES TR 5,392.0 $1.8M 0.53% +498.0 +10.2% $342.84 -12.6%
26 BERKSHIRE HATHAWAY INC DEL 2,364.0 $1.2M 0.34% +1K +152.0% $500.39
27 IDV ISHARES TR 27,914.0 $1.2M 0.33% +2K +9.7% $41.43 +7.8%
28 VFLO VICTORY PORTFOLIOS II 24,114.0 $1.1M 0.32% +11K +82.0% $45.75 +21.7%
29 VBR VANGUARD INDEX FDS 4,347.0 $1.1M 0.30% +1K +36.5% $242.99 +1.6%
30 IJR ISHARES TR 6,125.0 $909K 0.26% +701.0 +12.9% $148.33 -1.9%
31 VLUE ISHARES TR 4,074.0 $814K 0.23% +938.0 +29.9% $199.83 +0.7%
32 DTCR GLOBAL X FDS 26,709.0 $811K 0.23% +832.0 +3.2% $30.37 -7.8%
33 META META PLATFORMS INC Communication Services 1,385.0 $781K 0.22% +985.0 +246.2% $563.56 +2.6%
34 BINC BLACKROCK ETF TRUST II 14,547.0 $761K 0.22% +653.0 +4.7% $52.34 -0.7%
35 TLH ISHARES TR 7,445.0 $747K 0.21% +2K +31.3% $100.36 -3.1%
36 USMV ISHARES TR 7,098.0 $685K 0.20% +383.0 +5.7% $96.47 +5.5%
37 SPY STATE STR SPDR S&P 500 ETF T Financial Services 867.0 $648K 0.18% +318.0 +57.9% $747.15 +3.0%
38 BAI BLACKROCK ETF TRUST 12,254.0 $646K 0.18% +4K +56.5% $52.72 -16.3%
39 EPD ENTERPRISE PRODS PARTNERS L 16,816.0 $618K 0.18% +8K +99.3% $36.76
40 IYE ISHARES TR 9,973.0 $564K 0.16% +2K +21.6% $56.59 +17.1%
Page 2 of 3  ·  50 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 57.4%
Financial Services 16.9%
Consumer Cyclical 6.6%
Industrials 5.0%
Communication Services 4.8%
Healthcare 3.8%
Consumer Defensive 3.2%
Energy 1.1%
Utilities 1.0%
Real Estate 0.1%