Yukon Wealth Management, Inc.
Q2 2025 13F Holdings
- Locationoverland park, KS
- Num holdings
117
- Value ($000)
$279,541
- Date Filed08/01/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.32M | 9 % | 42,394 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $23.47M | 8 % | 148,562 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $22.88M | 8 % | 172,307 | ||
AAPL APPLE INC | COM | 037833100 | $19.63M | 7 % | 95,700 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.87M | 5 % | 485,603 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $10.02M | 4 % | 48,950 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.89M | 4 % | 19,885 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $7.20M | 3 % | 155,746 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.04M | 3 % | 12,770 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $6.59M | 2 % | 48,671 |
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