Yukon Wealth Management, Inc. Portfolio Holdings

Yukon Wealth Management, Inc.

  • $305 Billion
  • Q3 2025

Yukon Wealth Management, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $305 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.9B, Ishares Core S&P 500 ETF with a value of $27.8B, Ishares Tr with a value of $25.2B, Apple Inc. with a value of $24.5B, and Schwab Strategic Tr Us Dividen with a value of $14.4B.

Examining the 13F form we can see an increase of $25.5B in the current position value, from $280B to 305B.

Yukon Wealth Management, Inc. is based out at Overland Park, KS

Below you can find more details about Yukon Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $305 Billion
ETFs: $183 Billion
Technology: $69 Billion
Financial Services: $13.4 Billion
Communication Services: $11.4 Billion
Consumer Cyclical: $7.57 Billion
Industrials: $6.31 Billion
Healthcare: $4.35 Billion
Consumer Defensive: $4.28 Billion
Other: $1.76 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$27.9 Billion 9.14% of portfolio
149,448
Q3 2025 Added 0.6%
$4.3T
$24.5 Billion 8.04% of portfolio
96,265
Q3 2025 Added 0.59%
$3.78T
$10.5 Billion 3.43% of portfolio
20,184
Q3 2025 Added 1.5%
$2.39T
$6.38 Billion 2.09% of portfolio
29,056
Q3 2025 Added 6.88%
$1.74T
$5.34 Billion 1.75% of portfolio
21,929
Q3 2025 Added 1.24%
$512B
$4.44 Billion 1.46% of portfolio
7,812
Q3 2025 Added 0.58%
$139B
$3.13 Billion 1.03% of portfolio
9,498
Q3 2025 Added 1.87%
$136B
$3.05 Billion 1.0% of portfolio
12,915
Q3 2025 Reduced 5.59%
$881B
$2.85 Billion 0.94% of portfolio
9,046
Q3 2025 Added 0.29%
$1.65T
$2.74 Billion 0.9% of portfolio
11,259
Q3 2025 Added 1.42%
$49.1B
$2.46 Billion 0.81% of portfolio
2,052
Q3 2025 Added 0.79%
$404B
$2.33 Billion 0.76% of portfolio
2,516
Q3 2025 Added 0.64%
$65.7B
$2.33 Billion 0.76% of portfolio
7,750
Q3 2025 Added 0.6%
$265B
$1.72 Billion 0.56% of portfolio
2,163
Q3 2025 Added 1.17%
$971B
$1.33 Billion 0.44% of portfolio
1,747
Q3 2025 Added 2.04%
$662B
$1.15 Billion 0.38% of portfolio
2,286
Q3 2025 Added 2.65%
$1.37T
$850 Million 0.28% of portfolio
1,158
Q3 2025 Added 7.42%
$121B
$830 Million 0.27% of portfolio
1,074
Q3 2025 Added 0.47%
$522B
$797 Million 0.26% of portfolio
4,296
Q3 2025 Reduced 5.93%
$74.3B
$661 Million 0.22% of portfolio
3,291
Q3 2025 Added 0.92%
$31.5B
$625 Million 0.21% of portfolio
8,570
Q3 2025 Added 0.37%
$73.4B
$606 Million 0.2% of portfolio
17,056
Q3 2025 Added 0.93%
$70.2B
$619 Million 0.2% of portfolio
19,802
Q3 2025 Added 0.25%
$346B
$565 Million 0.19% of portfolio
3,675
Q3 2025 Added 0.35%
$140B
$530 Million 0.17% of portfolio
2,108
Q3 2025 Added 1.93%
$3.09B
$514 Million 0.17% of portfolio
17,242
Q3 2025 New
$70.1B
$515 Million 0.17% of portfolio
3,024
Q3 2025 Added 0.37%
$342B
$474 Million 0.16% of portfolio
2,596
Q3 2025 Reduced 80.4%
$237B
$489 Million 0.16% of portfolio
3,017
Q3 2025 Reduced 18.79%
$279B
$468 Million 0.15% of portfolio
4,536
Q3 2025 Added 5.0%
$193B
$415 Million 0.14% of portfolio
928
Q3 2025 Added 1.53%
$367B
$439 Million 0.14% of portfolio
1,084
Q3 2025 Added 4.94%
$414B
$392 Million 0.13% of portfolio
1,693
Q3 2025 Added 4.76%
$115B
$386 Million 0.13% of portfolio
788
Q3 2025 Added 1.81%
$9.4B
$380 Million 0.12% of portfolio
6,172
Q3 2025 New
$123B
$328 Million 0.11% of portfolio
656
Q3 2025 Added 2.02%
$388B
$300 Million 0.1% of portfolio
1,853
Q3 2025 Added 4.28%
$317B
$276 Million 0.09% of portfolio
3,287
Q3 2025 Added 3.4%
$163B
$264 Million 0.09% of portfolio
368
Q3 2025 New
$413B
$271 Million 0.09% of portfolio
5,243
Q3 2025 Added 4.73%
$0
$253 Million 0.08% of portfolio
10,182
Q3 2025 Added 34.59%
$21.2B
$248 Million 0.08% of portfolio
1,704
Q3 2025 New
$1.82B
$248 Million 0.08% of portfolio
2,454
Q2 2025 New
$159B
$235 Million 0.08% of portfolio
482
Q3 2025 Added 0.84%
$0
$257 Million 0.08% of portfolio
12,996
Q3 2025 Added 21.86%
$2.6B
$249 Million 0.08% of portfolio
10,080
Q3 2025 New
$1.29T
$221 Million 0.07% of portfolio
497
Q3 2025 New
$228B
$215 Million 0.07% of portfolio
1,608
Q3 2025 Added 4.35%
$319B
$207 Million 0.07% of portfolio
3,032
Q3 2025 Added 1.4%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $305 Billion
  • Prior Value $280 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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