§ 13F · FUND PROFILE
Yukon Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $280M (13F)Positions · 117Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 37K | $24M | 14.5% | +1% |
| 2 | DVY | ISHARES TR | 128K | $19M | 11.6% | −2% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 326K | $10M | 6.0% | −4% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 34K | $7M | 4.4% | +1% |
| 5 | IUSB | ISHARES TR | 156K | $7M | 4.3% | ±0% |
| 6 | ESGU | ISHARES TR | 42K | $6M | 3.6% | ±0% |
| 7 | SPDW | SPDR INDEX SHS FDS | 125K | $6M | 3.4% | +2% |
| 8 | ITOT | ISHARES TR | 39K | $6M | 3.3% | +1% |
| 9 | EFV | ISHARES TR | 63K | $5M | 2.8% | ±0% |
| 10 | BND | VANGUARD BD INDEX FDS | 60K | $4M | 2.6% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YUKON SIGNAL
AC read
Yukon Wealth Management, Inc. is a Other fund managing $280 million in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed