Yukon Wealth Management, Inc.
Q3 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
128
- Value ($000)
$305,048
- Date Filed11/14/2025
- Form type13F-HR
- CIK0002065849
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | COM | 67066G104 | $27.88 M | 9 % | 149,448 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $27.79 M | 9 % | 41,522 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $25.23 M | 8 % | 177,573 | ||
AAPL APPLE INC | COM | 037833100 | $24.51 M | 8 % | 96,265 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.37 M | 5 % | 526,416 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.11 M | 4 % | 51,481 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $10.45 M | 3 % | 20,184 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.68 M | 3 % | 12,786 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $7.16 M | 2 % | 153,223 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $6.95 M | 2 % | 47,755 |
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