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YUKON WEALTH MANAGEMENT, INC.
YUKON WEALTH MANAGEMENT, INC.
Latest filing: 2026-06-30
YUKON WEALTH MANAGEMENT, INC. runs YUKON WEALTH MANAGEMENT, INC. and currently holds 132 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $349.38M. Their top holdings are IVV, NVDA, AAPL, DVY, SCHD. The top five represent 39.2% of reported portfolio weight. YUKON WEALTH MANAGEMENT, INC. ranks #798 out of 1000 investors tracked by Alpha Score. In the most recent quarter, YUKON WEALTH MANAGEMENT, INC. initiated 37 new positions. They added to 44 existing positions. They trimmed 17 positions. Their current best-performing preview position is BAI with returns of +60.00%.
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132 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 9.54% | $602.00 | $769.30 | +27.79% | Added +19.49% |
 NVDA NVIDIA CORPORATION | 8.96% | $187.40 | $214.76 | +14.60% | Added +611.96% |
 AAPL APPLE INC | 8.41% | $286.15 | $309.35 | +8.11% | Added +1994.41% |
 DVY ISHARES TR | 7.81% | $140.21 | $164.09 | +17.03% | Added +36.04% |
 SCHD SCHWAB STRATEGIC TR | 4.47% | $29.11 | $35.11 | +20.61% | Added +50.93% |
 VIG VANGUARD SPECIALIZED FUNDS | 3.60% | $211.15 | $243.85 | +15.49% | Added +54.52% |
 QQQ INVESCO QQQ TR | 2.74% | $689.52 | $713.44 | +3.47% | Added +455.39% |
 ITOT ISHARES TR | 2.45% | $132.91 | $167.98 | +26.39% | Added +32.97% |
 GOOG ALPHABET INC | 2.40% | $284.71 | $341.75 | +20.03% | Added +184.58% |
 MSFT MICROSOFT CORP | 2.36% | $374.93 | $483.24 | +28.89% | Added +357.42% |
Showing 1-10 of 132