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CIK: 0002065849
Total reported value
$349.4M
$349.4M
79 檔
19.6%
In Q1 2026, Yukon Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $349.4M, distributed across 79 disclosed stock positions.
In Q1 2026, Yukon Wealth Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 46 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.52% | -4.98% | +0.74% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-Other | 11.60% | -3.79% | -2.01% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.97% | -1.50% | -3.97% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.42% | -0.82% | +1.35% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.30% | -2.21% | -0.42% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.55% | -1.40% | -0.18% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.40% | -1.70% | +1.59% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.33% | -0.88% | +1.35% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.79% | -1.33% | +0.21% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.62% | -1.94% | +12.60% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.31% | -1.00% | -3.92% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.29% | +6.67% | +0.08% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.75% | -0.67% | +0.06% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.67% | -0.48% | -2.19% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.66% | -0.96% | +1.05% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.63% | -0.41% | +4.07% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.62% | -0.73% | +0.43% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.60% | -1.12% | -17.30% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.49% | -0.81% | -3.98% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.43% | +0.97% | +0.46% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.41% | -0.61% | +4.78% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.24% | -0.49% | -0.45% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +1.01% | +1.00% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | -0.62% | -0.45% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +1.29% | +5.63% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.02% | -0.70% | +6.30% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +1.93% | +4.19% | |
| 28 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.80% | -0.61% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.73% | +7.68% | -0.06% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.72% | -0.19% | +2.53% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.70% | -0.37% | +8.29% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.70% | -0.16% | -2.25% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.68% | -0.68% | EXIT | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.39% | — | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.66% | EXIT | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | +0.24% | +1.00% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | -0.24% | -3.58% | |
| 38 | VFH | Vanguard Financials ETF | ETF-Other | 0.60% | -0.60% | EXIT | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.60% | -0.31% | +0.88% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.50% | -0.28% | +16.03% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.65% | +1.05% | |
| 42 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.40% | -0.17% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.40% | -0.14% | +0.02% | |
| 44 | USIG | Ishares Broad Usd Investment | ETF-Other | 0.40% | -0.30% | +4.19% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.40% | -0.10% | -3.49% | |
| 46 | DTCR | Global X Data Center & Digit | ETF-Other | 0.38% | -0.15% | +3.22% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.37% | -0.16% | +9.28% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.17% | +0.13% | |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.36% | -0.21% | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.88% | +0.65% |
According to official SEC Form 13F filings, Yukon Wealth Management, Inc. reported a total U.S. public equity portfolio value of $349.4M across 79 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DVY, SCHD) accounted for 19.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
JBND
市值: $1.3M
Top Position Liquidated / Trimmed
NEAR
前期市值: $530.0K
During Q1 2026, Yukon Wealth Management, Inc.'s top holdings by market value included IVV (14.5%)、DVY (11.6%)、SCHD (6.0%). The largest single position, IVV, represented 14.5% of total portfolio value.
In Q1 2026, Yukon Wealth Management, Inc. made 69 total portfolio adjustments, initiating 1 new buys, adding to 46 positions, trimming 19 holdings, and fully liquidating 3 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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