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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  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PYLD PIMCO ETF TR 12,592.0 $334K 0.10% NEW $26.52 -1.4%
42 BAC BANK OF AMER CORP Financial Services 5,326.0 $303K 0.09% NEW $56.98 +9.4%
43 VGT VANGUARD WORLD FD 2,400.0 $287K 0.08% NEW $119.52 +0.5%
44 WFC WELLS FARGO & CO Financial Services 3,343.0 $276K 0.08% NEW $82.64 +4.9%
45 BLACKROCK ETF TRUST 8,637.0 $274K 0.08% NEW $31.78
46 CL COLGATE PALMOLIVE CO Consumer Defensive 2,980.0 $273K 0.08% NEW $91.70 -1.0%
47 QBTS D-WAVE QUANTUM INC Technology 10,962.0 $263K 0.07% NEW $23.99 -29.1%
48 BLCR BLACKROCK ETF TRUST 5,083.0 $256K 0.07% NEW $50.37 -1.9%
49 INTC INTEL CORP Technology 1,750.0 $244K 0.07% NEW $139.63 -35.9%
50 JBL JABIL INC Technology 607.0 $234K 0.07% NEW $385.48 -21.8%
51 PDI PIMCO DYNAMIC INCOME FD Financial Services 12,282.0 $205K 0.06% NEW $16.70 -8.2%
52 SPGI S&P GLOBAL INC Financial Services 503.0 $205K 0.06% NEW $407.26 +8.7%
53 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 7,344.0 $203K 0.06% NEW $27.59 -1.6%
54 DLR DIGITAL RLTY TR INC Real Estate 1,121.0 $201K 0.06% NEW $179.58 +3.3%
55 HYS PIMCO ETF TR 2,143.0 $200K 0.06% NEW $93.52 -0.6%
Page 3 of 3  ·  55 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%