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CIK: 0002065849
Total reported value
$349.4M
$349.4M
102 檔
25.8%
According to the latest 13F quarterly dataset, Yukon Wealth Management, Inc. managed an equity portfolio of $349.4M at the end of Q1 2025, spanning 102 distinct U.S. exchange-listed positions.
During Q1 2025, Yukon Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DVY | Ishares Select Dividend ETF | ETF-Other | 8.88% | -3.79% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.71% | +7.68% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.07% | -4.98% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.57% | +6.67% | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.15% | -1.50% | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.18% | -0.82% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | +1.29% | — | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.93% | -2.21% | — | |
| 9 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 2.53% | -1.40% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.41% | +1.93% | — | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +1.01% | — | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.08% | -0.88% | — | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.76% | +1.16% | NEW | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.65% | -1.00% | — | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.60% | -1.33% | — | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.53% | — | — | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.45% | +1.23% | NEW | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.44% | -1.70% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | +0.97% | — | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.35% | -0.48% | — | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 1.33% | +0.86% | NEW | |
| 22 | MBB | Ishares Mbs ETF | ETF-Other | 1.26% | -0.96% | — | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.21% | -0.41% | — | |
| 24 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.11% | -0.70% | — | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | +0.68% | NEW | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.87% | NEW | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.85% | NEW | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.90% | -0.62% | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.85% | -0.81% | — | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.84% | -0.73% | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | -0.67% | — | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | +0.24% | — | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.78% | +0.42% | NEW | |
| 34 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.75% | +0.71% | NEW | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.70% | +0.88% | — | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.69% | -0.61% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.29% | NEW | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.61% | NEW | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.53% | -0.68% | EXIT | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | -0.49% | — | |
| 41 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.51% | -0.30% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | +0.07% | — | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.48% | +0.64% | NEW | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.65% | NEW | |
| 45 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.45% | -0.16% | — | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | +0.14% | NEW | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | +0.65% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.39% | — | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.40% | -0.24% | — | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.37% | -0.19% | — |
According to official SEC Form 13F filings, Yukon Wealth Management, Inc. reported a total U.S. public equity portfolio value of $349.4M across 102 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DVY, AAPL, IVV) accounted for 25.8% of total reported equity market value during Q1 2025.
During Q1 2025, Yukon Wealth Management, Inc.'s top holdings by market value included DVY (8.9%)、AAPL (8.7%)、IVV (8.1%). The largest single position, DVY, represented 8.9% of total portfolio value.
In Q1 2025, Yukon Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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