Yukon Wealth Management, Inc. Top Holdings and 13F Report (2025) About Yukon Wealth Management, Inc.Investment ActivityYukon Wealth Management, Inc. has $240.86 million in total holdings as of March 31, 2025.Yukon Wealth Management, Inc. owns shares of 102 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Select Dividend ETF $21,391,331Apple $20,983,346iShares Core S&P 500 ETF $19,428,323NVIDIA $15,821,347Schwab US Dividend Equity ETF $12,395,635 Sector AllocationMap of 500 Largest Holdings ofYukon Wealth Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDVYiShares Select Dividend ETF$21,391,331159,2928.9%ETFAAPLApple$20,983,34694,4648.7%Computer and TechnologyIVViShares Core S&P 500 ETF$19,428,32334,5768.1%ETFNVDANVIDIA$15,821,347145,9806.6%Computer and TechnologySCHDSchwab US Dividend Equity ETF$12,395,635443,3355.1%ETFVIGVanguard Dividend Appreciation ETF$7,666,13139,5183.2%ETFMSFTMicrosoft$7,158,71419,0703.0%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$7,068,497153,3962.9%ManufacturingESGUiShares ESG Aware MSCI USA ETF$6,088,12949,9402.5%ManufacturingQQQInvesco QQQ$5,793,74212,3552.4%FinanceAMZNAmazon.com$5,140,06427,0162.1%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$5,009,02941,0542.1%ETFMAMastercard$4,237,1347,7301.8%Business ServicesEFGiShares MSCI EAFE Growth ETF$3,973,12139,7311.6%ETFEFViShares MSCI EAFE Value ETF$3,842,07965,1861.6%ETFFBNDFidelity Total Bond ETF$3,681,77480,6521.5%ETFVYMVanguard High Dividend Yield ETF$3,501,26427,1501.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$3,474,38895,4241.4%ETFGOOGAlphabet$3,358,27821,4961.4%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$3,241,64363,4751.3%ETFUNPUnion Pacific$3,212,83913,6001.3%TransportationMBBiShares MBS ETF$3,027,24732,2801.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,921,37836,3491.2%ETFGOVTiShares U.S. Treasury Bond ETF$2,671,626116,2331.1%ETFCOSTCostco Wholesale$2,346,0042,4801.0%Retail/WholesaleVTIVanguard Total Stock Market ETF$2,246,1198,1720.9%ETFJPMJPMorgan Chase & Co.$2,190,6418,9310.9%FinanceTLTiShares 20+ Year Treasury Bond ETF$2,176,91523,9140.9%ETFQUALiShares MSCI USA Quality Factor ETF$2,047,93111,9840.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,018,64941,4000.8%ETFIVWiShares S&P 500 Growth ETF$2,010,23021,6550.8%ETFVOVanguard Mid-Cap ETF$1,911,8177,3920.8%ETFNFLXNetflix$1,883,7112,0200.8%Consumer DiscretionaryNSCNorfolk Southern$1,812,6677,6530.8%TransportationGOOGLAlphabet$1,676,42810,8410.7%Computer and TechnologyIVEiShares S&P 500 Value ETF$1,667,4548,7500.7%ETFVVisa$1,523,8254,3480.6%Business ServicesLLYEli Lilly and Company$1,404,4821,7000.6%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,276,37724,6500.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,262,85623,3990.5%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$1,221,42523,9120.5%ManufacturingBRK.BBerkshire Hathaway$1,164,7522,1870.5%FinanceGSThe Goldman Sachs Group$1,149,5342,1040.5%FinanceXLKTechnology Select Sector SPDR Fund$1,127,4445,4600.5%ETFIXNiShares Global Tech ETF$1,076,59314,2140.4%ETFPALANTIR TECHNOLOGIES INC$1,057,70112,5320.4%CL AAVGOBroadcom$1,053,7766,2940.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,014,72110,2580.4%FinanceIYWiShares U.S. Technology ETF$966,5706,8820.4%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$879,4694,3510.4%ETFEFAiShares MSCI EAFE ETF$867,96110,6200.4%FinanceVFHVanguard Financials ETF$866,2567,2510.4%ETFOKEONEOK$845,2558,5190.4%EnergyVBRVanguard Small-Cap Value ETF$835,1384,4830.3%ETFIDViShares International Select Dividend ETF$764,66624,6510.3%ETFJNJJohnson & Johnson$741,3524,4700.3%MedicalMCKMcKesson$716,7341,0650.3%MedicalUSMViShares MSCI USA Min Vol Factor ETF$705,8157,5360.3%ETFIJRiShares Core S&P Small-Cap ETF$685,8086,5580.3%ETFEPDEnterprise Products Partners$672,66219,7030.3%EnergyAMDAdvanced Micro Devices$639,6596,2260.3%Computer and TechnologyBINCiShares Flexible Income Active ETF$616,23511,7650.3%ETFPGProcter & Gamble$611,1023,5860.3%Consumer StaplesSPEMSPDR Portfolio Emerging Markets ETF$601,21915,2710.2%ETFPMPhilip Morris International$580,3173,6560.2%Consumer StaplesISHARES BITCOIN TRUST ETF$579,74212,3850.2%SHS BEN INTPNCThe PNC Financial Services Group$570,9053,2480.2%FinanceESGEiShares ESG Aware MSCI EM ETF$545,09515,5960.2%ManufacturingMETAMeta Platforms$543,7719430.2%Computer and TechnologyATOAtmos Energy$541,0303,5000.2%UtilitiesEMXCiShares MSCI Emerging Markets ex China ETF$535,4209,7190.2%ManufacturingXLYConsumer Discretionary Select Sector SPDR Fund$529,7942,6830.2%FinanceIYEiShares U.S. Energy ETF$510,40610,3530.2%ETFIJHiShares Core S&P Mid-Cap ETF$505,3968,6610.2%ETFEVTEaton Vance Tax-Advantaged Dividend Income Fund$494,83721,2650.2%Financial ServicesCSXCSX$493,22116,7590.2%TransportationETGEaton Vance Tax-Advantaged Global Dividend Income Fund$493,19727,0690.2%Financial ServicesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$481,6915,3170.2%ETFLOWLowe's Companies$476,4452,0430.2%Retail/WholesaleVLUEiShares MSCI USA Value Factor ETF$471,2504,4190.2%ETFSPYSPDR S&P 500 ETF Trust$471,0208420.2%FinancePDIPIMCO Dynamic Income Fund$448,98522,6760.2%Financial ServicesISRGIntuitive Surgical$446,7349020.2%MedicalVPNGlobal X Data Center & Digital Infrastructure ETF$419,12925,7770.2%ManufacturingTLHiShares 10-20 Year Treasury Bond ETF$415,3994,0040.2%ETFIWMiShares Russell 2000 ETF$409,7992,0540.2%FinanceVLOValero Energy$396,2103,0000.2%EnergyHDHome Depot$364,2679940.2%Retail/WholesaleWMTWalmart$362,0034,1230.2%Retail/WholesaleIYRiShares U.S. Real Estate ETF$355,6353,7140.1%ETFGE VERNOVA INC$345,2851,1310.1%COMABBVAbbVie$323,8421,5460.1%MedicalLMTLockheed Martin$281,5736310.1%AerospaceHEFAiShares Currency Hedged MSCI EAFE ETF$268,9237,4100.1%ETFCLColgate-Palmolive$263,7742,8150.1%Consumer StaplesIFRAiShares U.S. Infrastructure ETF$256,6945,6950.1%ETFSPGIS&P Global$236,7744660.1%Business ServicesIAUiShares Gold Trust$225,1093,8180.1%FinanceWFCWells Fargo & Company$218,7443,0470.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$217,8633,3130.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
