Yukon Wealth Management, Inc.

Q3 2025 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    128

  • Value ($000)

    $305,048

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002065849
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$27.88M
9 %

149,448

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$27.79M
9 %

41,522

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$25.23M
8 %

177,573

A
AAPL

APPLE INC

COM
037833100
$24.51M
8 %

96,265

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$14.37M
5 %

526,416

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$11.11M
4 %

51,481

M
MSFT

MICROSOFT CORP

COM
594918104
$10.45M
3 %

20,184

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$7.68M
3 %

12,786

I
IUSB

ISHARES TR

CORE TOTAL USD
46434V613
$7.16M
2 %

153,223

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$6.95M
2 %

47,755

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