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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 5 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CRWD CROWDSTRIKE HLDGS INC Technology 789.0 $602K 0.17% NEW $190.78 +14.5%
82 IYE ISHARES TR 9,973.0 $564K 0.16% +2K +21.6% $56.59 +17.1%
83 PG PROCTER & GAMBLE CO Consumer Defensive 3,802.0 $558K 0.16% +1K +40.9% $146.67 -2.0%
84 SPYI NEOS ETF TRUST 10,215.0 $542K 0.15% NEW $53.09 +1.2%
85 THRO BLACKROCK ETF TRUST 12,306.0 $531K 0.15% +5K +65.1% $43.11 +1.7%
86 EMXC ISHARES INC 5,039.0 $516K 0.15% -3K -33.7% $102.32 -4.1%
87 TBIL RBB FD INC 10,021.0 $500K 0.14% NEW $49.86 +0.0%
88 EMB ISHARES TR 5,096.0 $491K 0.14% -184.0 -3.5% $96.45 -1.6%
89 PLTR PALANTIR TECHNOLOGIES INC Technology 4,212.0 $491K 0.14% NEW $116.67 +59.7%
90 OEF ISHARES TR 1,340.0 $491K 0.14% +227.0 +20.4% $366.14 +4.0%
91 LOW LOWES COS INC Consumer Cyclical 2,162.0 $477K 0.14% NEW $220.59 -5.7%
92 SPMO INVESCO EXCH TRADED FD TR II 2,933.0 $474K 0.14% $161.54 -9.1%
93 PM PHILIP MORRIS INTL INC Consumer Defensive 2,590.0 $469K 0.13% NEW $180.91 +6.1%
94 ABBV ABBVIE INC Healthcare 1,822.0 $459K 0.13% +199.0 +12.3% $251.67 +1.5%
95 SNEX STONEX GROUP INC Financial Services 3,681.0 $436K 0.12% NEW $118.50 -42.1%
96 HD HOME DEPOT INC Consumer Cyclical 1,134.0 $400K 0.12% +115.0 +11.3% $352.87 -6.4%
97 CSCO CISCO SYS INC Technology 3,331.0 $391K 0.11% +387.0 +13.2% $117.46 -6.4%
98 VPLS VANGUARD MALVERN FDS 4,988.0 $387K 0.11% $77.58 -1.4%
99 TSLA TESLA INC Consumer Cyclical 905.0 $381K 0.11% NEW $420.60 -17.1%
100 ISRG INTUITIVE SURGICAL INC Healthcare 942.0 $375K 0.11% +39.0 +4.3% $397.68 -6.3%
Page 5 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%