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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
Q4 2025 Q3 2025 · All 7 New 22 Added 43 Reduced 54 Exited
Page 2 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 10,677.0 $2.4M 1.36% +1K +13.6% $221.02 +3.2%
22 AMZN AMAZON COM INC Consumer Cyclical 9,611.0 $2.2M 1.29% -19K -66.9% $232.99 +14.3%
23 IEMG ISHARES INC 29,806.0 $2.2M 1.24% +5K +18.8% $72.29 +11.5%
24 TLT ISHARES TR 22,807.0 $2.0M 1.14% -635.0 -2.7% $86.54 -2.1%
25 MSFT MICROSOFT CORP Technology 4,582.0 $1.9M 1.09% -16K -77.3% $414.17 +1.1%
26 GOVT ISHARES TR 70,049.0 $1.6M 0.93% +6K +10.1% $22.94 -1.2%
27 QQQ INVESCO QQQ TR Financial Services 2,244.0 $1.4M 0.78% -11K -82.5% $605.78 +18.4%
28 AAPL APPLE INC Technology 4,850.0 $1.3M 0.77% -91K -95.0% $276.47 +11.7%
29 IXN ISHARES TR 11,924.0 $1.2M 0.71% -2K -14.5% $103.60 +30.6%
30 MTUM ISHARES TR 4,894.0 $1.2M 0.70% +321.0 +7.0% $247.06 +22.9%
31 JEPQ J P MORGAN EXCHANGE TRADED F 20,076.0 $1.2M 0.67% -351.0 -1.7% $57.68 +4.4%
32 JEPI J P MORGAN EXCHANGE TRADED F 19,520.0 $1.1M 0.66% NEW $58.58 -3.8%
33 AGG ISHARES TR 11,414.0 $1.1M 0.66% +137.0 +1.2% $99.64 -1.2%
34 IYW ISHARES TR 5,874.0 $1.1M 0.65% -1K -15.5% $190.38 +27.0%
35 IDV ISHARES TR 25,451.0 $1.1M 0.63% +267.0 +1.1% $42.89 +4.8%
36 VO VANGUARD INDEX FDS 3,601.0 $1.1M 0.62% -1K -28.3% $298.08 -73.8%
37 SPEM SPDR INDEX SHS FDS 21,186.0 $1.0M 0.60% +6K +40.1% $49.12 +4.6%
38 VFH VANGUARD WORLD FD 7,764.0 $1.0M 0.59% $132.26 -3.7%
39 AVGO BROADCOM INC Technology 2,475.0 $762K 0.44% -7K -73.9% $308.02 +34.5%
40 BINC BLACKROCK ETF TRUST II 13,894.0 $734K 0.42% +3K +22.2% $52.86 -1.3%
Page 2 of 5  ·  81 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 44.4%
Communication Services 20.4%
Consumer Cyclical 14.5%
Financial Services 10.9%
Healthcare 4.7%
Consumer Defensive 2.3%
Energy 1.6%
Industrials 1.2%