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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 117,566.0 $5.9M 1.70% -5K -4.3% $50.39 +2.9%
2 DYNF BLACKROCK ETF TRUST 45,835.0 $3.1M 0.89% -556.0 -1.2% $68.01 +2.3%
3 MBB ISHARES TR 25,971.0 $2.5M 0.70% -3K -10.3% $94.52 -1.4%
4 BND VANGUARD BD INDEX FDS 32,601.0 $2.4M 0.69% -20K -38.4% $73.41 -1.5%
5 QUAL ISHARES TR 10,829.0 $2.4M 0.68% -3K -19.9% $219.45 +1.9%
6 TLT ISHARES TR 22,455.0 $1.9M 0.56% -352.0 -1.5% $86.42 -4.1%
7 BSV VANGUARD BD INDEX FDS 21,378.0 $1.7M 0.48% -20K -48.3% $77.91 -0.5%
8 IYW ISHARES TR 5,152.0 $1.3M 0.37% -722.0 -12.3% $252.27 -0.4%
9 GOVT ISHARES TR 49,755.0 $1.1M 0.32% -20K -29.0% $22.78 -1.4%
10 AGG ISHARES TR 10,395.0 $1.0M 0.29% -1K -8.9% $98.98 -1.5%
11 SPEM SPDR INDEX SHS FDS 19,707.0 $1.0M 0.29% -1K -7.0% $51.78 +1.9%
12 EMXC ISHARES INC 5,039.0 $516K 0.15% -3K -33.7% $102.32 -4.1%
13 EMB ISHARES TR 5,096.0 $491K 0.14% -184.0 -3.5% $96.45 -1.6%
14 USIG ISHARES TR 6,861.0 $352K 0.10% -6K -45.2% $51.29 -1.9%
15 JPIE J P MORGAN EXCHANGE TRADED F 5,765.0 $266K 0.08% -5K -48.8% $46.06 -0.5%
16 IFRA ISHARES TR 4,012.0 $253K 0.07% -391.0 -8.9% $63.05 -6.1%
17 HEFA ISHARES TR 4,551.0 $214K 0.06% -2K -30.5% $46.93 +0.7%
18 SCHX SCHWAB STRATEGIC TR 6,878.0 $202K 0.06% -1K -16.6% $29.43 +3.1%
19 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 13,992.0 $36K 0.01% -4K -22.5% $2.59 +15.4%

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%