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
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 36,965 | $25.5M | 15.61% |
| 2 | ISHARES TR | 464287168 | 130,953 | $20.2M | 12.38% |
| 3 | SCHWAB STRATEGIC TR | 808524797 | 339,666 | $10.5M | 6.45% |
| 4 | VANGUARD SPECIALIZED FUNDS | 921908844 | 33,978 | $7.7M | 4.71% |
| 5 | ISHARES TR | 46434V613 | 156,663 | $7.3M | 4.46% |
| 6 | ISHARES TR | 46435G425 | 42,178 | $6.3M | 3.85% |
| 7 | SPDR INDEX SHS FDS | 78463X889 | 122,811 | $5.8M | 3.57% |
| 8 | ISHARES TR | 464287150 | 38,603 | $5.8M | 3.54% |
| 9 | ISHARES TR | 464288877 | 62,792 | $4.9M | 2.98% |
| 10 | ISHARES TR | 464288885 | 36,230 | $4.3M | 2.62% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 52,946 | $3.9M | 2.40% |
| 12 | NVIDIA CORPORATION | NVDA | 21,953 | $3.8M | 2.34% |
| 13 | VANGUARD BD INDEX FDS | 921937827 | 41,384 | $3.3M | 1.99% |
| 14 | ISHARES TR | 464287309 | 25,844 | $3.1M | 1.90% |
| 15 | SPDR SERIES TRUST | 78464A508 | 50,689 | $3.0M | 1.84% |
| 16 | BLACKROCK ETF TRUST | BLK | 46,391 | $2.8M | 1.73% |
| 17 | SPDR SERIES TRUST | 78464A409 | 26,832 | $2.8M | 1.71% |
| 18 | ALPHABET INC | GOOG | 8,300 | $2.8M | 1.69% |
| 19 | ISHARES TR | 464288588 | 28,954 | $2.8M | 1.69% |
| 20 | ISHARES TR | 46432F339 | 13,525 | $2.7M | 1.67% |