Yukon Wealth Management, Inc. - Portfolio overview

Yukon Wealth Management, Inc. has 134 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.33%
2. DVY - ISHARES TR, 9.05%
3. SCHD - SCHWAB STRATEGIC TR, 4.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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