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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
Q2 2026 Q4 2025 · All 7 New 22 Added 43 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JEPI J P MORGAN EXCHANGE TRADED F 19,520.0 $1.1M 0.66% NEW $58.58 -1.3%
2 NEAR ISHARES U S ETF TR 10,373.0 $530K 0.30% NEW $51.09 -1.1%
3 THRO BLACKROCK ETF TRUST 7,453.0 $285K 0.16% NEW $38.23 +14.7%
4 BAI BLACKROCK ETF TRUST 7,829.0 $256K 0.15% NEW $32.64 +35.2%
5 IAU ISHARES GOLD TR Financial Services 2,626.0 $244K 0.14% NEW $92.92 -9.8%
6 LUV SOUTHWEST AIRLS CO Industrials 4,075.0 $214K 0.12% NEW $52.59 -24.6%
7 IAGG ISHARES TR 4,204.0 $211K 0.12% NEW $50.14 -0.8%

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 53.4%
Consumer Cyclical 17.4%
Financial Services 13.1%
Communication Services 6.2%
Healthcare 5.7%
Consumer Defensive 2.8%
Industrials 1.4%