Yukon Wealth Management, Inc. Top Holdings and 13F Report (2026) About Yukon Wealth Management, Inc.Investment ActivityYukon Wealth Management, Inc. has $167.52 million in total holdings as of March 31, 2026.Yukon Wealth Management, Inc. owns shares of 79 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 2.14% of the portfolio was purchased this quarter.About 1.92% of the portfolio was sold this quarter.This quarter, Yukon Wealth Management, Inc. has purchased 81 new stocks and bought additional shares in 46 stocks.Yukon Wealth Management, Inc. sold shares of 19 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $24,324,238iShares Select Dividend ETF $19,428,195Schwab US Dividend Equity ETF $10,007,529Vanguard Dividend Appreciation ETF $7,405,826iShares Core Total USD Bond Market ETF $7,205,960 Largest New Holdings this Quarter 46654Q716 - J P MORGAN EXCHANGE TRADED F $1,335,539 Holding Largest Purchases this Quarter J P MORGAN EXCHANGE TRADED F 24,838 shares (about $1.34M)Vanguard Total Bond Market ETF 6,670 shares (about $491.18K)iShares Core S&P 500 ETF 273 shares (about $178.33K)iShares Flexible Income Active ETF 2,227 shares (about $115.65K)iShares S&P 500 Value ETF 510 shares (about $107.68K) Largest Sales this Quarter Vanguard Short-Term Bond ETF 7,160 shares (about $561.42K)Schwab US Dividend Equity ETF 13,475 shares (about $413.41K)iShares Select Dividend ETF 2,638 shares (about $399.42K)iShares MSCI EAFE Growth ETF 1,422 shares (about $158.37K)iShares MSCI USA Quality Factor ETF 538 shares (about $103.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofYukon Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$24,324,238$178,326 ▲0.7%37,23814.5%ETFDVYiShares Select Dividend ETF$19,428,195$399,420 ▼-2.0%128,31511.6%ETFSCHDSchwab US Dividend Equity ETF$10,007,529$413,413 ▼-4.0%326,1916.0%ETFVIGVanguard Dividend Appreciation ETF$7,405,826$98,498 ▲1.3%34,4364.4%ETFIUSBiShares Core Total USD Bond Market ETF$7,205,960$30,301 ▼-0.4%156,0074.3%ManufacturingESGUiShares ESG Aware MSCI USA ETF$5,953,827$11,031 ▼-0.2%42,1003.6%ManufacturingSPDWSPDR Portfolio Developed World ex-US ETF$5,695,340$89,018 ▲1.6%124,7613.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$5,572,557$74,348 ▲1.4%39,1253.3%ETFEFViShares MSCI EAFE Value ETF$4,678,271$9,666 ▲0.2%62,9222.8%ETFBNDVanguard Total Bond Market ETF$4,390,122$491,179 ▲12.6%59,6162.6%ETFEFGiShares MSCI EAFE Growth ETF$3,876,614$158,370 ▼-3.9%34,8082.3%ETFNVDANVIDIA$3,831,754$3,139 ▲0.1%21,9712.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$2,924,997$1,810 ▲0.1%25,8601.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,805,163$62,803 ▼-2.2%49,5791.7%ETFMBBiShares MBS ETF$2,778,143$28,960 ▲1.1%29,2591.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,734,137$107,016 ▲4.1%27,9251.6%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,710,538$11,520 ▲0.4%46,5891.6%ETFBSVVanguard Short-Term Bond ETF$2,683,504$561,416 ▼-17.3%34,2241.6%ETFQUALiShares MSCI USA Quality Factor ETF$2,491,014$103,193 ▼-4.0%12,9871.5%ETFGOOGAlphabet$2,391,871$10,901 ▲0.5%8,3381.4%Computer and TechnologyIVEiShares S&P 500 Value ETF$2,362,041$107,682 ▲4.8%11,1871.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,069,612$9,346 ▼-0.4%29,6721.2%ETFAMZNAmazon.com$2,021,677$19,994 ▲1.0%9,7071.2%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$1,968,283$8,842 ▼-0.4%22,7051.2%ETFMSFTMicrosoft$1,791,660$95,506 ▲5.6%4,8401.1%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$1,705,933$101,102 ▲6.3%74,4621.0%ETFQQQInvesco QQQ$1,349,549$54,259 ▲4.2%2,3380.8%FinanceJ P MORGAN EXCHANGE TRADED F$1,335,539$1,335,539 ▲New Holding24,8380.8%ACTIVE BOND ETFAAPLApple$1,230,092$761 ▼-0.1%4,8470.7%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,204,264$29,759 ▲2.5%5,0180.7%ETFIDViShares International Select Dividend ETF$1,172,986$89,801 ▲8.3%27,5610.7%ETFIXNiShares Global Tech ETF$1,165,201$26,791 ▼-2.2%11,6560.7%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,141,769$27,149 ▲2.4%20,5650.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,133,0680.0%11,4140.7%FinanceJEPIJPMorgan Equity Premium Income ETF$1,113,479$7,085 ▲0.6%19,6450.7%ETFVOVanguard Mid-Cap ETF$1,044,564$10,339 ▲1.0%3,6370.6%ETFIYWiShares U.S. Technology ETF$1,027,563$38,098 ▼-3.6%5,6640.6%ManufacturingVFHVanguard Financials ETF$1,004,306$66,326 ▲7.1%8,3130.6%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,002,561$8,725 ▲0.9%21,3720.6%ETFBINCiShares Flexible Income Active ETF$837,176$115,650 ▲16.0%16,1210.5%ETFAVGOBroadcom$774,222$8,049 ▲1.1%2,5010.5%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$674,7360.0%14,8390.4%ManufacturingIJRiShares Core S&P Small-Cap ETF$674,384$124 ▲0.0%5,4250.4%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$668,039$26,845 ▲4.2%13,0400.4%ManufacturingVBRVanguard Small-Cap Value ETF$667,827$24,115 ▼-3.5%3,0740.4%ETFVPNGlobal X Data Center & Digital Infrastructure ETF$639,966$19,959 ▲3.2%26,7100.4%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$624,018$52,975 ▲9.3%6,1960.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$623,625$835 ▲0.1%6,7240.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$597,7790.0%7,6000.4%ManufacturingGOOGLAlphabet$580,600$3,738 ▲0.6%2,0190.3%Computer and TechnologyIYEiShares U.S. Energy ETF$531,238$130 ▲0.0%8,2020.3%ETFVFLOVictoryShares Free Cash Flow ETF$499,225$23,925 ▼-4.6%12,6450.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$483,678$12,306 ▼-2.5%5,1490.3%ETFBRK.BBerkshire Hathaway$454,282$4,792 ▲1.1%9480.3%FinanceVLUEiShares MSCI USA Value Factor ETF$446,411$569 ▲0.1%3,1400.3%ETFOEFiShares S&P 100 ETF$433,181$79,194 ▲22.4%1,3620.3%ETFISRGIntuitive Surgical$416,2740.0%9030.2%MedicalPGProcter & Gamble$389,868$144 ▲0.0%2,6990.2%Consumer StaplesVANGUARD MALVERN FDS$387,0130.0%4,9880.2%CORE-PLUS BD ETFSPYSPDR S&P 500 ETF Trust$356,7160.0%5490.2%FinanceABBVAbbVie$354,003$1,087 ▲0.3%1,6280.2%MedicalBTHMBlackRock Future U.S. Themes ETF$341,989$72,042 ▲26.7%9,4420.2%ETFHDHome Depot$337,602$2,303 ▲0.7%1,0260.2%Retail/WholesaleBLACKROCK ETF TRUST$329,335$71,370 ▲27.7%9,9950.2%ISHARES A I INNOSPMOInvesco S&P 500 Momentum ETF$328,8190.0%2,9330.2%ETFEPDEnterprise Products Partners$320,963$1,741 ▲0.5%8,4820.2%EnergyDFUSDimensional U.S. Equity ETF$292,2910.0%4,1220.2%ETFVYMIVanguard International High Dividend Yield ETF$271,9770.0%2,8860.2%ETFIAGGiShares Core International Aggregate Bond ETF$271,267$60,899 ▲28.9%5,4210.2%ETFIYRiShares U.S. Real Estate ETF$259,4290.0%2,7440.2%ETFAVDEAvantis International Equity ETF$256,3020.0%3,0210.2%ETFIFRAiShares U.S. Infrastructure ETF$252,330$458 ▲0.2%4,4110.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$245,145$33,187 ▼-11.9%5,7690.1%ETFMETAMeta Platforms$236,906$8,011 ▲3.5%4140.1%Computer and TechnologyCSCOCisco Systems$228,4620.0%2,9440.1%Computer and TechnologyVBVanguard Small-Cap ETF$225,7750.0%8620.1%ETFIAUiShares Gold Trust$224,015$7,494 ▼-3.2%2,5410.1%FinanceSCHXSchwab US Large-Cap ETF$212,209$615 ▲0.3%8,2760.1%ETFAVXLAnavex Life Sciences$36,978$18,420 ▼-33.3%12,0450.0%MedicalNEARiShares Short Duration Bond Active ETF$0$529,957 ▼-100.0%00.0%ETFJPIEJPMorgan Income ETF$0$521,120 ▼-100.0%00.0%ETFLUVSouthwest Airlines$0$214,306 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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