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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.09B
$514 Million 0.17% of portfolio
17,242
Q3 2025 New
$9.4B
$380 Million 0.12% of portfolio
6,172
Q3 2025 New
$2.6B
$249 Million 0.08% of portfolio
10,080
Q3 2025 New

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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