§ 13F · FUND PROFILE
Yukon Wealth Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279.5T (13F)Positions · 117Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$173.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 37K | $25.5T | 14.7% | NEW |
| 2 | DVY | ISHARES TR | 131K | $20.2T | 11.6% | NEW |
| 3 | SCHD | SCHWAB STRATEGIC TR | 340K | $10.5T | 6.1% | NEW |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 34K | $7.7T | 4.4% | NEW |
| 5 | IUSB | ISHARES TR | 157K | $7.3T | 4.2% | NEW |
| 6 | ESGU | ISHARES TR | 42K | $6.3T | 3.6% | NEW |
| 7 | SPDW | SPDR INDEX SHS FDS | 123K | $5.8T | 3.4% | NEW |
| 8 | ITOT | ISHARES TR | 39K | $5.8T | 3.3% | NEW |
| 9 | EFV | ISHARES TR | 63K | $4.9T | 2.8% | NEW |
| 10 | EFG | ISHARES TR | 36K | $4.3T | 2.5% | NEW |
§ 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 $279541.1 trillion in assets. The fund runs a portfolio of 117 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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