Yukon Wealth Management, Inc.
Q4 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
81
- Value ($000)
$173,514
- Date Filed02/10/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $25.48M | 15 % | 36,965 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | $20.21M | 12 % | 130,953 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $10.53M | 6 % | 339,666 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.7M | 4 % | 33,978 | ||
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $7.28M | 4 % | 156,663 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $6.28M | 4 % | 42,178 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $5.83M | 3 % | 122,811 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $5.79M | 3 % | 38,603 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | $4.86M | 3 % | 62,792 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | $4.28M | 3 % | 36,230 |
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