Yukon Wealth Management, Inc. Portfolio Holdings

Yukon Wealth Management, Inc.

  • $280 Billion
  • Q2 2025

Yukon Wealth Management, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Billion distributed in 117 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.3B, Nvidia Corp with a value of $23.5B, Ishares Tr with a value of $22.9B, Apple Inc. with a value of $19.6B, and Schwab Strategic Tr Us Dividen with a value of $12.9B.

Examining the 13F form we can see an increase of $38.7B in the current position value, from $241B to 280B.

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 $280 Billion
ETFs: $172 Billion
Technology: $58.2 Billion
Financial Services: $12.6 Billion
Communication Services: $9.32 Billion
Consumer Cyclical: $6.8 Billion
Industrials: $5.97 Billion
Consumer Defensive: $4.42 Billion
Healthcare: $3.98 Billion
Other: $2.38 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$202 Million 0.07% of portfolio
10,665
Q2 2025 Reduced 52.97%
$0
$204 Million 0.07% of portfolio
7,565
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 117
  • Current Value $280 Billion
  • Prior Value $241 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 20 stocks
  • Additional Purchases 74 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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