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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 4 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFA ISHARES TR 7,843.0 $815K 0.23% NEW $103.89 +3.7%
62 VLUE ISHARES TR 4,074.0 $814K 0.23% +938.0 +29.9% $199.83 +0.7%
63 ESGE ISHARES INC 14,861.0 $813K 0.23% $54.69 -1.2%
64 DTCR GLOBAL X FDS 26,709.0 $811K 0.23% +832.0 +3.2% $30.37 -7.8%
65 VLO VALERO ENERGY CORP Energy 3,032.0 $790K 0.23% NEW $260.44 +35.3%
66 META META PLATFORMS INC Communication Services 1,385.0 $781K 0.22% +985.0 +246.2% $563.56 +2.6%
67 BINC BLACKROCK ETF TRUST II 14,547.0 $761K 0.22% +653.0 +4.7% $52.34 -0.7%
68 TLH ISHARES TR 7,445.0 $747K 0.21% +2K +31.3% $100.36 -3.1%
69 OKE ONEOK INC NEW Energy 8,577.0 $746K 0.21% NEW $86.94 +9.0%
70 PNC PNC FINL SVCS GROUP INC Financial Services 2,803.0 $690K 0.20% NEW $246.22 -1.6%
71 IJH ISHARES TR 8,879.0 $685K 0.20% NEW $77.12 -1.8%
72 USMV ISHARES TR 7,098.0 $685K 0.20% +383.0 +5.7% $96.47 +5.5%
73 JBND J P MORGAN EXCHANGE TRADED F 12,456.0 $666K 0.19% NEW $53.50 -1.5%
74 SPY STATE STR SPDR S&P 500 ETF T Financial Services 867.0 $648K 0.18% +318.0 +57.9% $747.15 +3.0%
75 BAI BLACKROCK ETF TRUST 12,254.0 $646K 0.18% +4K +56.5% $52.72 -16.3%
76 XLY SELECT SECTOR SPDR TR 5,418.0 $635K 0.18% NEW $117.29 -0.1%
77 WMT WALMART INC Consumer Defensive 5,522.0 $626K 0.18% NEW $113.29 -9.0%
78 IWM ISHARES TR 2,080.0 $625K 0.18% NEW $300.59 -1.6%
79 EPD ENTERPRISE PRODS PARTNERS L 16,816.0 $618K 0.18% +8K +99.3% $36.76
80 IONQ IONQ INC Technology 11,599.0 $618K 0.18% NEW $53.26 -26.4%
Page 4 of 7  ·  132 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%