Yukon Wealth Management, Inc.
13F Portfolio Filings
Most recent 13F Q1 2026Location overland park, KSCIK 0002065849All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
79 | $167.52M | IVV, DVY, SCHD, VIG | 13F-HR | Apr 30, 2026 | 000206584926000004 | ||
81 | $173.52M | IVV, DVY, SCHD, VIG | 13F-HR | Feb 10, 2026 | 000206584926000002 | ||
128 | $305.05M | NVDA, IVV, DVY, AAPL | 13F-HR | Nov 14, 2025 | 000206584925000003 | ||
117 | $279.54M | IVV, NVDA, DVY, AAPL | 13F-HR | Aug 1, 2025 | 000108514625004421 | ||
102 | $240.86M | DVY, AAPL, IVV, NVDA | 13F-HR | Apr 28, 2025 | 000108514625002388 |