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The Analysis of Yukon Wealth Management, Inc.'s Holdings & P&L

Currently, Yukon Wealth Management, Inc. holds 79 types of securities in its portfolio with a total value $167.5M. In the most recent quarter, they have increased their positions in JBND (+24.8K shares, valued at $1.3M), BND (+6.7K shares, valued at $491.2K), IVV (+273 shares, valued at $178.3K); decreased their positions in BSV (-7.2K shares, valued at $561.4K), SCHD (-13.5K shares, valued at $413.4K), DVY (-2.6K shares, valued at $399.4K); initiated new positions in JBND (+24.8K shares, valued at $1.3M).

1M P&L

+6.1M+3.56%

3M P&L

+4.1M+2.36%

HY P&L

+13.4M+8.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A150.5M

93.1%

2Semiconductors3.8M

2.4%

3Internet Retail2.0M

1.2%

Top Industries by Stock Count

1N/A61 stocks

83.6%

2Drug Manufacturers - General1 stocks

1.4%

3Internet Retail1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR37.2K shares0.74%2026-03-312026-04-30

DVY ISHARES TR128.3K shares-2.01%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR326.2K shares-3.97%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS34.4K shares1.35%2026-03-312026-04-30

IUSB ISHARES TR156.0K shares-0.42%2026-03-312026-04-30

ESGU ISHARES TR42.1K shares-0.18%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS124.8K shares1.59%2026-03-312026-04-30

ITOT ISHARES TR39.1K shares1.35%2026-03-312026-04-30

Sponsored

EFV ISHARES TR62.9K shares0.21%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS59.6K shares12.60%2026-03-312026-04-30

EFG ISHARES TR34.8K shares-3.92%2026-03-312026-04-30

NVDA NVIDIA CORPORATION22.0K shares0.08%2026-03-312026-04-30

IVW ISHARES TR25.9K shares0.06%2026-03-312026-04-30

SPYV SPDR SERIES TRUST49.6K shares-2.19%2026-03-312026-04-30

MBB ISHARES TR29.3K shares1.05%2026-03-312026-04-30

SPYG SPDR SERIES TRUST27.9K shares4.07%2026-03-312026-04-30

Sponsored

DYNF BLACKROCK ETF TRUST46.6K shares0.43%2026-03-312026-04-30

BSV VANGUARD BD INDEX FDS34.2K shares-17.30%2026-03-312026-04-30

QUAL ISHARES TR13.0K shares-3.98%2026-03-312026-04-30

ALPHABET INC ALPHABET INC8.3K shares0.46%2026-03-312026-04-30

IVE ISHARES TR11.2K shares4.78%2026-03-312026-04-30

IEMG ISHARES INC29.7K shares-0.45%2026-03-312026-04-30

AMZN AMAZON COM INC9.7K shares1.00%2026-03-312026-04-30

TLT ISHARES TR22.7K shares-0.45%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP4.8K shares5.63%2026-03-312026-04-30

GOVT ISHARES TR74.5K shares6.30%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR2.3K shares4.19%2026-03-312026-04-30

JBND J P MORGAN EXCHANGE TRADED F24.8K sharesnew addition2026-03-312026-04-30

AAPL APPLE INC4.8K shares-0.06%2026-03-312026-04-30

MTUM ISHARES TR5.0K shares2.53%2026-03-312026-04-30

IDV ISHARES TR27.6K shares8.29%2026-03-312026-04-30

IXN ISHARES TR11.7K shares-2.25%2026-03-312026-04-30

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F20.6K shares2.44%2026-03-312026-04-30

AGG ISHARES TR11.4K shares0.00%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F19.6K shares0.64%2026-03-312026-04-30

VO VANGUARD INDEX FDS3.6K shares1.00%2026-03-312026-04-30

IYW ISHARES TR5.7K shares-3.58%2026-03-312026-04-30

VFH VANGUARD WORLD FD8.3K shares7.07%2026-03-312026-04-30

SPEM SPDR INDEX SHS FDS21.4K shares0.88%2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II16.1K shares16.03%2026-03-312026-04-30

Sponsored

BROADCOM INC BROADCOM INC2.5K shares1.05%2026-03-312026-04-30

ESGE ISHARES INC14.8K shares0.00%2026-03-312026-04-30

IJR ISHARES TR5.4K shares0.02%2026-03-312026-04-30

USIG ISHARES TR13.0K shares4.19%2026-03-312026-04-30

VBR VANGUARD INDEX FDS3.1K shares-3.49%2026-03-312026-04-30

DTCR GLOBAL X FDS26.7K shares3.22%2026-03-312026-04-30

TLH ISHARES TR6.2K shares9.28%2026-03-312026-04-30

USMV ISHARES TR6.7K shares0.13%2026-03-312026-04-30

Sponsored

EMXC ISHARES INC7.6K shares0.00%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.0K shares0.65%2026-03-312026-04-30

IYE ISHARES TR8.2K shares0.02%2026-03-312026-04-30

VFLO VICTORY PORTFOLIOS II12.6K shares-4.57%2026-03-312026-04-30

EMB ISHARES TR5.1K shares-2.48%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL948 shares1.07%2026-03-312026-04-30

VLUE ISHARES TR3.1K shares0.13%2026-03-312026-04-30

OEF ISHARES TR1.4K shares22.37%2026-03-312026-04-30

Sponsored

ISRG INTUITIVE SURGICAL INC903 shares0.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO2.7K shares0.04%2026-03-312026-04-30

VPLS VANGUARD MALVERN FDS5.0K shares0.00%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T549 shares0.00%2026-03-312026-04-30

ABBV ABBVIE INC1.6K shares0.31%2026-03-312026-04-30

THRO BLACKROCK ETF TRUST9.4K shares26.69%2026-03-312026-04-30

HD HOME DEPOT INC1.0K shares0.69%2026-03-312026-04-30

BAI BLACKROCK ETF TRUST10.0K shares27.67%2026-03-312026-04-30

Sponsored

SPMO INVESCO EXCH TRADED FD TR II2.9K shares0.00%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L8.5K shares0.55%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2026-03-312026-04-30

IAGG ISHARES TR5.4K shares28.95%2026-03-312026-04-30

IYR ISHARES TR2.7K shares0.00%2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-04-30

IFRA ISHARES TR4.4K shares0.18%2026-03-312026-04-30

Sponsored

HEFA ISHARES TR5.8K shares-11.92%2026-03-312026-04-30

META META PLATFORMS INC414 shares3.50%2026-03-312026-04-30

CSCO CISCO SYS INC2.9K shares0.00%2026-03-312026-04-30

VB VANGUARD INDEX FDS862 shares0.00%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR2.5K shares-3.24%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR8.3K shares0.29%2026-03-312026-04-30

AVXL ANAVEX LIFE SCIENCES CORP12.0K shares-33.25%2026-03-312026-04-30

IVV

ISHARES TR

0.74%

Shares37.2K

Event2026-03-31

Filed2026-04-30

DVY

ISHARES TR

-2.01%

Shares128.3K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

-3.97%

Shares326.2K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

1.35%

Shares34.4K

Event2026-03-31

Filed2026-04-30

IUSB

ISHARES TR

-0.42%

Shares156.0K

Event2026-03-31

Filed2026-04-30

ESGU

ISHARES TR

-0.18%

Shares42.1K

Event2026-03-31

Filed2026-04-30

SPDW

SPDR INDEX SHS FDS

1.59%

Shares124.8K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

1.35%

Shares39.1K

Event2026-03-31

Filed2026-04-30

EFV

ISHARES TR

0.21%

Shares62.9K

Event2026-03-31

Filed2026-04-30

BND

VANGUARD BD INDEX FDS

12.60%

Shares59.6K

Event2026-03-31

Filed2026-04-30

EFG

ISHARES TR

-3.92%

Shares34.8K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.08%

Shares22.0K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

0.06%

Shares25.9K

Event2026-03-31

Filed2026-04-30

SPYV

SPDR SERIES TRUST

-2.19%

Shares49.6K

Event2026-03-31

Filed2026-04-30

MBB

ISHARES TR

1.05%

Shares29.3K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

4.07%

Shares27.9K

Event2026-03-31

Filed2026-04-30

DYNF

BLACKROCK ETF TRUST

0.43%

Shares46.6K

Event2026-03-31

Filed2026-04-30

BSV

VANGUARD BD INDEX FDS

-17.30%

Shares34.2K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-3.98%

Shares13.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.46%

Shares8.3K

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

4.78%

Shares11.2K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

-0.45%

Shares29.7K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

1.00%

Shares9.7K

Event2026-03-31

Filed2026-04-30

TLT

ISHARES TR

-0.45%

Shares22.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

5.63%

Shares4.8K

Event2026-03-31

Filed2026-04-30

GOVT

ISHARES TR

6.30%

Shares74.5K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

4.19%

Shares2.3K

Event2026-03-31

Filed2026-04-30

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares24.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-0.06%

Shares4.8K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES TR

2.53%

Shares5.0K

Event2026-03-31

Filed2026-04-30

IDV

ISHARES TR

8.29%

Shares27.6K

Event2026-03-31

Filed2026-04-30

IXN

ISHARES TR

-2.25%

Shares11.7K

Event2026-03-31

Filed2026-04-30

JEPQ

J P MORGAN EXCHANGE TRADED F

2.44%

Shares20.6K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-30

JEPI

J P MORGAN EXCHANGE TRADED F

0.64%

Shares19.6K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

1.00%

Shares3.6K

Event2026-03-31

Filed2026-04-30

IYW

ISHARES TR

-3.58%

Shares5.7K

Event2026-03-31

Filed2026-04-30

VFH

VANGUARD WORLD FD

7.07%

Shares8.3K

Event2026-03-31

Filed2026-04-30

SPEM

SPDR INDEX SHS FDS

0.88%

Shares21.4K

Event2026-03-31

Filed2026-04-30

BINC

BLACKROCK ETF TRUST II

16.03%

Shares16.1K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

1.05%

Shares2.5K

Event2026-03-31

Filed2026-04-30

ESGE

ISHARES INC

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

0.02%

Shares5.4K

Event2026-03-31

Filed2026-04-30

USIG

ISHARES TR

4.19%

Shares13.0K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-3.49%

Shares3.1K

Event2026-03-31

Filed2026-04-30

DTCR

GLOBAL X FDS

3.22%

Shares26.7K

Event2026-03-31

Filed2026-04-30

TLH

ISHARES TR

9.28%

Shares6.2K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

0.13%

Shares6.7K

Event2026-03-31

Filed2026-04-30

EMXC

ISHARES INC

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.65%

Shares2.0K

Event2026-03-31

Filed2026-04-30

IYE

ISHARES TR

0.02%

Shares8.2K

Event2026-03-31

Filed2026-04-30

VFLO

VICTORY PORTFOLIOS II

-4.57%

Shares12.6K

Event2026-03-31

Filed2026-04-30

EMB

ISHARES TR

-2.48%

Shares5.1K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

1.07%

Shares948

Event2026-03-31

Filed2026-04-30

VLUE

ISHARES TR

0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-30

OEF

ISHARES TR

22.37%

Shares1.4K

Event2026-03-31

Filed2026-04-30

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares903

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-30

VPLS

VANGUARD MALVERN FDS

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares549

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

0.31%

Shares1.6K

Event2026-03-31

Filed2026-04-30

THRO

BLACKROCK ETF TRUST

26.69%

Shares9.4K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

0.69%

Shares1.0K

Event2026-03-31

Filed2026-04-30

BAI

BLACKROCK ETF TRUST

27.67%

Shares10.0K

Event2026-03-31

Filed2026-04-30

SPMO

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

EPD

ENTERPRISE PRODS PARTNERS L

0.55%

Shares8.5K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-30

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

IAGG

ISHARES TR

28.95%

Shares5.4K

Event2026-03-31

Filed2026-04-30

IYR

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-30

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-30

IFRA

ISHARES TR

0.18%

Shares4.4K

Event2026-03-31

Filed2026-04-30

HEFA

ISHARES TR

-11.92%

Shares5.8K

Event2026-03-31

Filed2026-04-30