Yukon Wealth Management, Inc.: 13F holdings

CIK 20658492026Q2

Positions132
Reported value$349.4m
Filed2026-08-17

Change since last quarter

Positions132 (+53 vs prior quarter)
Reported value$349.4m (+108.6%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR44,495$33.3m9.5%
NVDA NVIDIA CORPORATION156,425$31.3m9.0%
AAPL APPLE INC101,516$29.4m8.4%
DVY ISHARES TR174,560$27.3m7.8%
SCHD SCHWAB STRATEGIC TR492,325$15.6m4.5%
VIG VANGUARD SPECIALIZED FUNDS53,209$12.6m3.6%
QQQ INVESCO QQQ TR12,985$9.6m2.7%
ITOT ISHARES TR52,024$8.5m2.4%
GOOG ALPHABET INC23,728$8.4m2.4%
MSFT MICROSOFT CORP22,139$8.3m2.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2065849")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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