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Yukon Wealth Management, Inc.

Q1 2026 13F Holdings

  • Location
    overland park, KS
  • Num holdings

    79

  • Value ($000)

    $167,520

  • Date Filed
    04/30/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$24.32M
15 %

37,238

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$19.43M
12 %

128,315

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$10.01M
6 %

326,191

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$7.41M
4 %

34,436

I
IUSB

ISHARES TR

CORE UNIVRSL USD
46434V613
$7.21M
4 %

156,007

E
ESGU

ISHARES TR

ESG AWR MSCI USA
46435G425
$5.95M
4 %

42,100

S
SPDW

SPDR INDEX SHS FDS

STATE STREET SPD
78463X889
$5.7M
3 %

124,761

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$5.57M
3 %

39,125

E
EFV

ISHARES TR

EAFE VALUE ETF
464288877
$4.68M
3 %

62,922

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$4.39M
3 %

59,616

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