Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002065849

Yukon Wealth Management, Inc.

Overland Park, KS · File #028-25514

Latest AUM
$173.5M
Positions
81
Top-10 Concentration
60.2%
Filings
4

Sector Allocation

Technology
4.6%$8.1M
Financials
3.3%$5.8M
Healthcare
0.5%$858,902

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428720036,965$25.5M15.61%
2ISHARES TR464287168130,953$20.2M12.38%
3SCHWAB STRATEGIC TR808524797339,666$10.5M6.45%
4VANGUARD SPECIALIZED FUNDS92190884433,978$7.7M4.71%
5ISHARES TR46434V613156,663$7.3M4.46%
6ISHARES TR46435G42542,178$6.3M3.85%
7SPDR INDEX SHS FDS78463X889122,811$5.8M3.57%
8ISHARES TR46428715038,603$5.8M3.54%
9ISHARES TR46428887762,792$4.9M2.98%
10ISHARES TR46428888536,230$4.3M2.62%
11VANGUARD BD INDEX FDS92193783552,946$3.9M2.40%
12NVIDIA CORPORATIONNVDA21,953$3.8M2.34%
13VANGUARD BD INDEX FDS92193782741,384$3.3M1.99%
14ISHARES TR46428730925,844$3.1M1.90%
15SPDR SERIES TRUST78464A50850,689$3.0M1.84%
16BLACKROCK ETF TRUSTBLK46,391$2.8M1.73%
17SPDR SERIES TRUST78464A40926,832$2.8M1.71%
18ALPHABET INCGOOG8,300$2.8M1.69%
19ISHARES TR46428858828,954$2.8M1.69%
20ISHARES TR46432F33913,525$2.7M1.67%