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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 7 of 7  ·  132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IAU ISHARES GOLD TR Financial Services 3,275.0 $247K 0.07% +649.0 +24.7% $75.51 +11.0%
122 INTC INTEL CORP Technology 1,750.0 $244K 0.07% NEW $139.63 -35.9%
123 JBL JABIL INC Technology 607.0 $234K 0.07% NEW $385.48 -21.8%
124 HEFA ISHARES TR 4,551.0 $214K 0.06% -2K -30.5% $46.93 +0.7%
125 LUV SOUTHWEST AIRLS CO Industrials 4,125.0 $212K 0.06% +50.0 +1.2% $51.42 -22.9%
126 PDI PIMCO DYNAMIC INCOME FD Financial Services 12,282.0 $205K 0.06% NEW $16.70 -8.2%
127 SPGI S&P GLOBAL INC Financial Services 503.0 $205K 0.06% NEW $407.26 +8.7%
128 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 7,344.0 $203K 0.06% NEW $27.59 -1.6%
129 SCHX SCHWAB STRATEGIC TR 6,878.0 $202K 0.06% -1K -16.6% $29.43 +3.1%
130 DLR DIGITAL RLTY TR INC Real Estate 1,121.0 $201K 0.06% NEW $179.58 +3.3%
131 HYS PIMCO ETF TR 2,143.0 $200K 0.06% NEW $93.52 -0.6%
132 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 13,992.0 $36K 0.01% -4K -22.5% $2.59 +15.4%
Page 7 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%