Yukon Wealth Management, Inc.
Q1 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
102
- Value ($000)
$240,863
- Date Filed04/28/2025
- 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 Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $21.39M | 9 % | 159,292 | ||
AAPL APPLE INC | COM | 037833100 | $20.98M | 9 % | 94,464 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $19.43M | 8 % | 34,576 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.82M | 7 % | 145,980 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.40M | 5 % | 443,335 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.67M | 3 % | 39,518 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.16M | 3 % | 19,070 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $7.07M | 3 % | 153,396 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $6.09M | 3 % | 49,940 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.79M | 2 % | 12,355 |
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