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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 6 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RGTI RIGETTI COMPUTING INC Technology 18,362.0 $355K 0.10% NEW $19.32 -19.3%
102 USIG ISHARES TR 6,861.0 $352K 0.10% -6K -45.2% $51.29 -1.9%
103 MRK MERCK & CO INC Healthcare 2,706.0 $348K 0.10% NEW $128.54 +15.3%
104 LMT LOCKHEED MARTIN CORP Industrials 679.0 $346K 0.10% NEW $509.82 +10.6%
105 DFUS DIMENSIONAL ETF TRUST 4,122.0 $338K 0.10% $81.94 +2.4%
106 PYLD PIMCO ETF TR 12,592.0 $334K 0.10% NEW $26.52 -1.4%
107 IAGG ISHARES TR 6,572.0 $333K 0.10% +2K +56.3% $50.60 -1.7%
108 BAC BANK OF AMER CORP Financial Services 5,326.0 $303K 0.09% NEW $56.98 +9.4%
109 VGT VANGUARD WORLD FD 2,400.0 $287K 0.08% NEW $119.52 +0.5%
110 VYMI VANGUARD WHITEHALL FDS 2,886.0 $283K 0.08% $98.20 +7.0%
111 IYR ISHARES TR 2,743.0 $281K 0.08% $102.27 +1.1%
112 WFC WELLS FARGO & CO Financial Services 3,343.0 $276K 0.08% NEW $82.64 +4.9%
113 BLACKROCK ETF TRUST 8,637.0 $274K 0.08% NEW $31.78
114 CL COLGATE PALMOLIVE CO Consumer Defensive 2,980.0 $273K 0.08% NEW $91.70 -1.0%
115 AVDE AMERICAN CENTY ETF TR 3,021.0 $269K 0.08% $89.20 +5.2%
116 JPIE J P MORGAN EXCHANGE TRADED F 5,765.0 $266K 0.08% -5K -48.8% $46.06 -0.5%
117 QBTS D-WAVE QUANTUM INC Technology 10,962.0 $263K 0.07% NEW $23.99 -29.1%
118 VB VANGUARD INDEX FDS 862.0 $261K 0.07% $303.12 -0.8%
119 BLCR BLACKROCK ETF TRUST 5,083.0 $256K 0.07% NEW $50.37 -1.9%
120 IFRA ISHARES TR 4,012.0 $253K 0.07% -391.0 -8.9% $63.05 -6.1%
Page 6 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%