Yukon Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Yukon Wealth Management, Inc. reported 102 stock positions worth $240.9 million. Its top holding was iShares Select Dividend ETF (DVY) at 8.9% of the portfolio, followed by Apple (AAPL, 8.7%) and iShares Core S&P 500 ETF (IVV, 8.1%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0002065849
- Portfolio Value
- $240.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002388 ↗ filed Apr 28, 2025
Holdings Value
Holdings 102 stocks · $240.9M
| DVY iShares Select Dividend ETF | 8.88% | 159,292 | $21.4M | — |
| AAPL Apple Inc. | 8.71% | 94,464 | $21.0M | — |
| IVV iShares Core S&P 500 ETF | 8.07% | 34,576 | $19.4M | — |
| NVDA Nvidia Corp. | 6.57% | 145,980 | $15.8M | — |
| SCHD Schwab US DVD Equity ETF | 5.15% | 443,335 | $12.4M | — |
| VIG Vanguard Dividend Apprec ETF | 3.18% | 39,518 | $7.7M | — |
| MSFT Microsoft Corp. | 2.97% | 19,070 | $7.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.93% | 153,396 | $7.1M | — |
| ESGU iShares ESG Aware MSCI USA | 2.53% | 49,940 | $6.1M | — |
| QQQ Invesco QQQ Trust Series 1 | 2.41% | 12,355 | $5.8M | — |
| AMZN Amazon.com Inc. | 2.13% | 27,016 | $5.1M | — |
| ITOT iShares Core S&P Total U.S. | 2.08% | 41,054 | $5.0M | — |
| MA Mastercard Inc. Class A | 1.76% | 7,730 | $4.2M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.65% | 39,731 | $4.0M | — |
| EFV iShares MSCI Eafe Value ETF | 1.60% | 65,186 | $3.8M | — |
| FBND Fidelity Total Bond ETF | 1.53% | 80,652 | $3.7M | — |
| VYM Vanguard High DVD Yield ETF | 1.45% | 27,150 | $3.5M | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.44% | 95,424 | $3.5M | — |
| GOOG Alphabet Inc. Class C | 1.39% | 21,496 | $3.4M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 1.35% | 63,475 | $3.2M | — |
| UNP Union Pacific Corp. | 1.33% | 13,600 | $3.2M | — |
| MBB iShares MBS ETF | 1.26% | 32,280 | $3.0M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.21% | 36,349 | $2.9M | — |
| GOVT iShares US Treasury Bond ETF | 1.11% | 116,233 | $2.7M | — |
| COST Costco Wholesale Corp. | 0.97% | 2,480 | $2.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.93% | 8,172 | $2.2M | — |
| JPM JPMorgan Chase & Co. | 0.91% | 8,931 | $2.2M | — |
| TLT iShares 20+ Year Treasury BD | 0.90% | 23,914 | $2.2M | — |
| QUAL iShares MSCI USA Quality Fac | 0.85% | 11,984 | $2.0M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.84% | 41,400 | $2.0M | — |
| IVW iShares S&P 500 Growth ETF | 0.83% | 21,655 | $2.0M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 7,392 | $1.9M | — |
| NFLX Netflix Inc. | 0.78% | 2,020 | $1.9M | — |
| NSC Norfolk Southern Corp. | 0.75% | 7,653 | $1.8M | — |
| GOOGL Alphabet Inc. Class A | 0.70% | 10,841 | $1.7M | — |
| IVE iShares S&P 500 Value ETF | 0.69% | 8,750 | $1.7M | — |
| V Visa Inc. Class A | 0.63% | 4,348 | $1.5M | — |
| LLY Eli Lilly & Co. | 0.58% | 1,700 | $1.4M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 24,650 | $1.3M | — |
| IEMG iShares Core MSCI Emerging | 0.52% | 23,399 | $1.3M | — |
| USIG iShares Broad Usd Investment | 0.51% | 23,912 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 2,187 | $1.2M | — |
| GS Goldman Sachs Group Inc. | 0.48% | 2,104 | $1.1M | — |
| XLK SS Technology Select Sector | 0.47% | 5,460 | $1.1M | — |
| IXN iShares Global Tech ETF | 0.45% | 14,214 | $1.1M | — |
| PLTR Palantir Technologies Inc. Class A | 0.44% | 12,532 | $1.1M | — |
| AVGO Broadcom Inc. | 0.44% | 6,294 | $1.1M | — |
| AGG iShares Core U.S. Aggregate | 0.42% | 10,258 | $1.0M | — |
| IYW iShares Ustechnology ETF | 0.40% | 6,882 | $967K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.37% | 4,351 | $879K | — |
| EFA iShares MSCI Eafe ETF | 0.36% | 10,620 | $868K | — |
| VFH Vanguard Financials ETF | 0.36% | 7,251 | $866K | — |
| OKE Oneok Inc. | 0.35% | 8,519 | $845K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.35% | 4,483 | $835K | — |
| IDV iShares International Select | 0.32% | 24,651 | $765K | — |
| JNJ Johnson & Johnson | 0.31% | 4,470 | $741K | — |
| MCK McKesson Corp. | 0.30% | 1,065 | $717K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.29% | 7,536 | $706K | — |
| IJR iShares Core S&P Small-Cap E | 0.28% | 6,558 | $686K | — |
| EPD Enterprise Products Partners | 0.28% | 19,703 | $673K | — |
| AMD Advanced Micro Devices | 0.27% | 6,226 | $640K | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.26% | 11,765 | $616K | — |
| PG The Procter & Gamble Co. | 0.25% | 3,586 | $611K | — |
| SPEM State Street SP PTF Em ETF | 0.25% | 15,271 | $601K | — |
| PM Philip Morris International | 0.24% | 3,656 | $580K | — |
| IBIT iShares Bitcoin Trust ETF | 0.24% | 12,385 | $580K | — |
| PNC PNC Financial Services Group | 0.24% | 3,248 | $571K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.23% | 15,596 | $545K | — |
| META Meta Platforms Inc. Class A | 0.23% | 943 | $544K | — |
| ATO Atmos Energy Corp. | 0.22% | 3,500 | $541K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 9,719 | $535K | — |
| XLY SS Consumer Disc Select Sect | 0.22% | 2,683 | $530K | — |
| IYE iShares U.S. Energy ETF | 0.21% | 10,353 | $510K | — |
| IJH iShares Core S&P Midcap ETF | 0.21% | 8,661 | $505K | — |
| XEVTX Eaton Vance Tax-Adv DVD Inc. | 0.21% | 21,265 | $495K | — |
| CSX CSX Corp. | 0.20% | 16,759 | $493K | — |
| ETG Eaton Vance T/A GL DVD Incm | 0.20% | 27,069 | $493K | — |
| EMB iShares JP Morgan Usd Emergi | 0.20% | 5,317 | $482K | — |
| LOW Lowe's Cos Inc. | 0.20% | 2,043 | $476K | — |
| VLUE iShares MSCI USA Value Facto | 0.20% | 4,419 | $471K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 842 | $471K | — |
| PDI PIMCO Dynamic Income Fund | 0.19% | 22,676 | $449K | — |
| ISRG Intuitive Surgical Inc. | 0.19% | 902 | $447K | — |
| DTCR Global X Data Center & Digit | 0.17% | 25,777 | $419K | — |
| TLH iShares 10-20 Year Treasury | 0.17% | 4,004 | $415K | — |
| IWM iShares Russell 2000 ETF | 0.17% | 2,054 | $410K | — |
| VLO Valero Energy Corp. | 0.16% | 3,000 | $396K | — |
| HD Home Depot Inc. | 0.15% | 994 | $364K | — |
| WMT Walmart Inc. | 0.15% | 4,123 | $362K | — |
| IYR iShares US Real Estate ETF | 0.15% | 3,714 | $356K | — |
| GEV GE Vernova Inc. | 0.14% | 1,131 | $345K | — |
| ABBV Abbvie Inc. | 0.13% | 1,546 | $324K | — |
| LMT Lockheed Martin Corp. | 0.12% | 631 | $282K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.11% | 7,410 | $269K | — |
| CL Colgate-Palmolive Co. | 0.11% | 2,815 | $264K | — |
| IFRA iShares US Infrastructure | 0.11% | 5,695 | $257K | — |
| SPGI S&P Global Inc. | 0.10% | 466 | $237K | — |
| IAU iShares Gold Trust | 0.09% | 3,818 | $225K | — |
| WFC Wells Fargo & Co. | 0.09% | 3,047 | $219K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.09% | 3,313 | $218K | — |
Portfolio Sells Q1 2025
No earlier filing to compare with.
Portfolio Buys Q1 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 132 | $349.4M | IVV, NVDA, AAPL, DVY, SCHD |
| Q1 2026 | 79 | $167.5M | IVV, DVY, SCHD, VIG, IUSB |
| Q4 2025 | 81 | $173.5M | IVV, DVY, SCHD, VIG, IUSB |
| Q3 2025 | 128 | $305.0M | NVDA, IVV, DVY, AAPL, SCHD |
| Q2 2025 | 117 | $279.5M | IVV, NVDA, DVY, AAPL, SCHD |
| Q1 2025 | 102 | $240.9M | DVY, AAPL, IVV, NVDA, SCHD |