Yukon Wealth Management, Inc. holds a focused book of 132 reported positions worth $349.4M as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Vanguard High DVD Yield ETF and trimmed Ste STR SPDR PT DW EU ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +12% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Yukon Wealth Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +15.2%, a 3.0-point gap that is the cost of the ~48-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Yukon Wealth Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~48 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
+6 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Yukon Wealth Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 12 / 80 | $4.5B |
| BlueSpruce Investments, LP | 9 / 80 | $641.1M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.2M |
| Swiss Re Ltd | 25 / 80 | $1.0B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ketron Financial | 20 / 80 | $285.9M |
| Conway Capital Management, Inc. | 18 / 80 | $194.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Yukon Wealth Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $33.3M | 44.5K | 9.5% | ▲+19% Added · +7K sh | |
| 2 | Nvidia Corporation COM | $31.3M | 156.4K | 9.0% | ▲+612% Added · +134K sh | |
| 3 | Apple Inc COM | $29.4M | 101.5K | 8.4% | ▲21× Added · +97K sh | |
| 4 | Ishares TR SELECT DIVID ETF | $27.3M | 174.6K | 7.8% | ▲+36% Added · +46K sh | |
| 5 | Schwab Strategic TR US DIVIDEND EQ | $15.6M | 492.3K | 4.5% | ▲+51% Added · +166K sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $12.6M | 53.2K | 3.6% | ▲+55% Added · +19K sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $9.6M | 13.0K | 2.7% | ▲+455% Added · +11K sh | |
| 8 | Ishares TR CORE S&P TTL STK | $8.5M | 52.0K | 2.4% | ▲+33% Added · +13K sh | |
| 9 | Alphabet Inc CAP STK CL C | $8.4M | 23.7K | 2.4% | ▲+185% Added · +15K sh | |
| 10 | Microsoft Corp COM | $8.3M | 22.1K | 2.4% | ▲+357% Added · +17K sh | |
| 11 | Amazon Com Inc COM | $7.7M | 32.5K | 2.2% | ▲+235% Added · +23K sh | |
| 12 | Ishares TR ESG AWR MSCI USA | $7.5M | 45.9K | 2.1% | ▲+8.9% Added · +4K sh | |
| 13 | Ishares TR CORE UNIVRSL USD | $7.3M | 158.4K | 2.1% | ▲+1.5% Added · +2K sh | |
| 14 | SPDR Index SHS FDS ST STR PO EX ETF | $5.9M | 117.6K | 1.7% | ▼−5.8% Reduced · −7K sh | |
| 15 | Ishares TR EAFE VALUE ETF | $5.1M | 66.9K | 1.5% | ▲+6.3% Added · +4K sh | |
| 16 | Ishares TR EAFE GRWTH ETF | $4.6M | 36.7K | 1.3% | ▲+5.4% Added · +2K sh | |
| 17 | Vanguard Whitehall FDS HIGH DIV YLD | $4.3M | 27.2K | 1.2% | ▲New New position | |
| 18 | Alphabet Inc CAP STK CL A | $4.3M | 12.0K | 1.2% | ▲+493% Added · +10K sh | |
| 19 | SPDR Series Trust ST STR P500GRW | $4.2M | 35.7K | 1.2% | ▲+28% Added · +8K sh | |
| 20 | SPDR Series Trust ST STR P500VAL | $4.2M | 68.5K | 1.2% | ▲+38% Added · +19K sh | |
| 21 | Mastercard Incorporated CL A | $4.0M | 7.9K | 1.2% | ▲New New position | |
| 22 | Broadcom Inc COM | $3.9M | 10.3K | 1.1% | ▲+310% Added · +8K sh | |
| 23 | Ishares TR S&P 500 GRWT ETF | $3.8M | 27.4K | 1.1% | ▲+6.1% Added · +2K sh | |
| 24 | BlackRock ETF Trust ISHARES US EQUIT | $3.1M | 45.8K | 0.9% | ▼−1.6% Reduced · −754 sh | |
| 25 | Vanguard Index FDS TOTAL STK MKT | $3.0M | 8.2K | 0.9% | ▲New New position | |
| 26 | Union Pac Corp COM | $3.0M | 11.0K | 0.9% | ▲New New position | |
| 27 | Vanguard Index FDS MID CAP ETF | $3.0M | 37.1K | 0.9% | ▲10× Added · +33K sh | |
| 28 | JPMorgan Chase & Co COM | $3.0M | 9.0K | 0.8% | ▲New New position | |
| 29 | Ishares TR S&P 500 VAL ETF | $2.8M | 12.3K | 0.8% | ▲+10% Added · +1K sh | |
| 30 | Ishares Inc CORE MSCI EMKT | $2.6M | 31.7K | 0.8% | ▲+6.8% Added · +2K sh | |
| 31 | Norfolk Southn Corp COM | $2.5M | 7.9K | 0.7% | ▲New New position | |
| 32 | Ishares TR MBS ETF | $2.5M | 26.0K | 0.7% | ▼−11% Reduced · −3K sh | |
| 33 | Vanguard BD Index FDS TOTAL BND MRKT | $2.4M | 32.6K | 0.7% | ▼−45% Reduced · −27K sh | |
| 34 | Costco Wholesale Corporation COM | $2.4M | 2.5K | 0.7% | ▲New New position | |
| 35 | Ishares TR MSCI USA QLT FCT | $2.4M | 10.8K | 0.7% | ▼−17% Reduced · −2K sh | |
| 36 | Select Sector SPDR TR ST STR TECHN ETF | $2.3M | 12.0K | 0.7% | ▲New New position | |
| 37 | Goldman Sachs Group Inc COM | $2.2M | 2.2K | 0.6% | ▲New New position | |
| 38 | Eli Lilly & Co COM | $2.1M | 1.8K | 0.6% | ▲New New position | |
| 39 | Ishares TR 20 YR TR BD ETF | $1.9M | 22.5K | 0.6% | ▼−1.1% Reduced · −250 sh | |
| 40 | Ishares TR GLOBAL TECH ETF | $1.9M | 13.1K | 0.5% | ▲+12% Added · +1K sh | |
| 41 | Ishares TR MSCI USA MMENTM | $1.8M | 5.4K | 0.5% | ▲+7.5% Added · +374 sh | |
| 42 | Vanguard BD Index FDS SHORT TRM BOND | $1.7M | 21.4K | 0.5% | ▼−38% Reduced · −13K sh | |
| 43 | Advanced Micro Devices Inc COM | $1.5M | 2.6K | 0.4% | ▲New New position | |
| 44 | Netflix Inc. COM | $1.5M | 20.5K | 0.4% | ▲New New position | |
| 45 | Ge Vernova Inc COM | $1.4M | 1.2K | 0.4% | ▲New New position | |
| 46 | Ishares TR U.S. TECH ETF | $1.3M | 5.2K | 0.4% | ▼−9.0% Reduced · −512 sh | |
| 47 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.4K | 0.3% | ▲+149% Added · +1K sh | |
| 48 | Ishares TR INTL SEL DIV ETF | $1.2M | 27.9K | 0.3% | ▲+1.3% Added · +353 sh | |
| 49 | Ishares TR US TREAS BD ETF | $1.1M | 49.8K | 0.3% | ▼−33% Reduced · −25K sh | |
| 50 | Victory Portfolios II SHS FR CA FL ETF | $1.1M | 24.1K | 0.3% | ▲+91% Added · +11K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.