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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 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 3,802.0 $558K 0.16% +1K +40.9% $146.67 -2.0%
42 THRO BLACKROCK ETF TRUST 12,306.0 $531K 0.15% +5K +65.1% $43.11 +1.7%
43 OEF ISHARES TR 1,340.0 $491K 0.14% +227.0 +20.4% $366.14 +4.0%
44 ABBV ABBVIE INC Healthcare 1,822.0 $459K 0.13% +199.0 +12.3% $251.67 +1.5%
45 HD HOME DEPOT INC Consumer Cyclical 1,134.0 $400K 0.12% +115.0 +11.3% $352.87 -6.4%
46 CSCO CISCO SYS INC Technology 3,331.0 $391K 0.11% +387.0 +13.2% $117.46 -6.4%
47 ISRG INTUITIVE SURGICAL INC Healthcare 942.0 $375K 0.11% +39.0 +4.3% $397.68 -6.3%
48 IAGG ISHARES TR 6,572.0 $333K 0.10% +2K +56.3% $50.60 -1.7%
49 IAU ISHARES GOLD TR Financial Services 3,275.0 $247K 0.07% +649.0 +24.7% $75.51 +11.0%
50 LUV SOUTHWEST AIRLS CO Industrials 4,125.0 $212K 0.06% +50.0 +1.2% $51.42 -22.9%
Page 3 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%