13FBOX
Yukon Wealth Management, Inc. · 13F Holdings
Options Calculator Rankings

Yukon Wealth Management, Inc.

No.5292 Data as of 2026Q2
Latest AUM (Q2 2026)
$349.4M
QoQ Change Q1 2026
+$181.9M+108.6%
Holdings
132
New Buys
56
Adds
48
Reduces
22
Exits
3
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
9.54%14.52%$33.3M44,495$24.3M37,238+7,257+19.49%Add
NVIDIA CORPORATIONNVDA
8.96%2.29%$31.3M156,425$3.8M21,971+134,454+611.96%Add
APPLE INCAAPL
8.41%0.73%$29.4M101,516$1.2M4,847+96,669+1,994.41%Add
IISHARES TRDVY
7.81%11.6%$27.3M174,560$19.4M128,315+46,245+36.04%Add
SSCHWAB STRATEGIC TRSCHD
4.47%5.97%$15.6M492,325$10.0M326,191+166,134+50.93%Add
VVANGUARD SPECIALIZED FUNDSVIG
3.6%4.42%$12.6M53,209$7.4M34,436+18,773+54.52%Add
VVANGUARD INDEX FDSVOO
2.74%0.81%$9.6M12,985$1.3M2,338+10,647+455.39%Add
IISHARES TRITOT
2.45%3.33%$8.5M52,024$5.6M39,125+12,899+32.97%Add
AAlphabet Inc Class CGOOG
2.4%1.43%$8.4M23,728$2.4M8,338+15,390+184.58%Add
MICROSOFT CORPMSFT
2.36%1.07%$8.3M22,139$1.8M4,840+17,299+357.42%Add
AMAZON COM INCAMZN
2.22%1.21%$7.7M32,492$2.0M9,707+22,785+234.73%Add
IISHARES TRITOT
2.15%3.55%$7.5M45,850$6.0M42,100+3,750+8.91%Add
IISHARES TRIUSB
2.09%4.3%$7.3M158,368$7.2M156,007+2,361+1.51%Add
SSPDR INDEX SHS FDSSPDW
1.7%3.4%$5.9M117,566$5.7M124,761-7,195-5.77%Reduce
IISHARES TREFV
1.47%2.79%$5.1M66,865$4.7M62,922+3,943+6.27%Add
IISHARES TREFG
1.31%2.31%$4.6M36,705$3.9M34,808+1,897+5.45%Add
VVANGUARD WHITEHALL FDSVYM
1.23%$4.3M27,154$00+27,154New Buy
ALPHABET INCGOOGL
1.23%0.35%$4.3M11,978$580,6002,019+9,959+493.26%Add
SSPDR SERIES TRUSTSPYG
1.22%1.63%$4.2M35,679$2.7M27,925+7,754+27.77%Add
SSTATE STREETSPYV
1.19%1.67%$4.2M68,523$2.8M49,579+18,944+38.21%Add
MASTERCARD INCORPORATEDMA
1.16%$4.0M7,864$00+7,864New Buy
BROADCOM INCAVGO
1.11%0.46%$3.9M10,262$774,2222,501+7,761+310.32%Add
IISHARES TRIVW
1.08%1.75%$3.8M27,430$2.9M25,860+1,570+6.07%Add
BBLACKROCK ETF TRUSTDYNF
0.89%1.62%$3.1M45,835$2.7M46,589-754-1.62%Reduce
GGENERAL DYNAMICS CORPVTI
0.87%$3.0M8,179$00+8,179New Buy
UNION PAC CORPUNP
0.86%$3.0M11,041$00+11,041New Buy
VVANGUARD MIDVO
0.86%0.62%$3.0M37,129$1.0M3,637+33,492+920.87%Add
JPMORGAN CHASE & COJPM
0.85%$3.0M9,039$00+9,039New Buy
IISHARES S&PIVE
0.8%1.41%$2.8M12,336$2.4M11,187+1,149+10.27%Add
IISHARES INCIEMG
0.75%1.24%$2.6M31,692$2.1M29,672+2,020+6.81%Add
NORFOLK SOUTHN CORP COMNSC
0.71%$2.5M7,854$00+7,854New Buy
ISHARES MBSACGL
0.7%1.66%$2.5M25,971$2.8M29,259-3,288-11.24%Reduce
VVANGUARD TOTALBND
0.68%2.62%$2.4M32,601$4.4M59,616-27,015-45.32%Reduce
COSTCO WHOLESALE CORPORATIONCOST
0.68%$2.4M2,545$00+2,545New Buy
IISHARES MSCIQUAL
0.68%1.49%$2.4M10,829$2.5M12,987-2,158-16.62%Reduce
SSELECT SECTOR SPDR TRXLK
0.65%$2.3M12,001$00+12,001New Buy
GOLDMAN SACHS GROUP INCGS
0.64%$2.2M2,200$00+2,200New Buy
ELI LILLY & COLLY
0.61%$2.1M1,787$00+1,787New Buy
IISHARES TRTLT
0.56%1.17%$1.9M22,455$2.0M22,705-250-1.10%Reduce
IISHARES TRIXN
0.54%0.7%$1.9M13,105$1.2M11,656+1,449+12.43%Add
IISHARES TRMTUM
0.53%0.72%$1.8M5,392$1.2M5,018+374+7.45%Add
VVANGUARD BD INDEX FDSBSV
0.48%1.6%$1.7M21,378$2.7M34,224-12,846-37.54%Reduce
ADVANCED MICRO DEVICES INCAMD
0.43%$1.5M2,571$00+2,571New Buy
NETFLIX INCNFLX
0.42%$1.5M20,472$00+20,472New Buy
GE VERNOVA INCGEV
0.39%$1.4M1,173$00+1,173New Buy
IISHARES U.S. TECHNOLOGY ETFIYW
0.37%0.61%$1.3M5,152$1.0M5,664-512-9.04%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
0.34%0.27%$1.2M2,364$454,282948+1,416+149.37%Add
IISHARES TRIDV
0.33%0.7%$1.2M27,914$1.2M27,561+353+1.28%Add
IISHARES TRGJS
0.32%1.02%$1.1M49,755$1.7M74,462-24,707-33.18%Reduce
VVICTORYSHARES FREE CASH FLOW ETFVFLO
0.32%0.3%$1.1M24,114$499,22512,645+11,469+90.70%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow