Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Yukon Wealth Management, Inc. (CIK 2065849) reported $167.5M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($24.3M, 14.52%), DVY ($19.4M, 11.60%), SCHD ($10.0M, 5.97%), VIG ($7.4M, 4.42%), IUSB ($7.2M, 4.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.3M | 14.52% | 37,238 | Added |
| 2 | DVY | ISHARES TR | $19.4M | 11.60% | 128,315 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $10.0M | 5.97% | 326,191 | Trimmed |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $7.4M | 4.42% | 34,436 | Added |
| 5 | IUSB | ISHARES TR | $7.2M | 4.30% | 156,007 | Trimmed |
| 6 | ESGU | ISHARES TR | $6.0M | 3.55% | 42,100 | Trimmed |
| 7 | SPDW | SPDR INDEX SHS FDS | $5.7M | 3.40% | 124,761 | Added |
| 8 | ITOT | ISHARES TR | $5.6M | 3.33% | 39,125 | Added |
| 9 | EFV | ISHARES TR | $4.7M | 2.79% | 62,922 | Added |
| 10 | BND | VANGUARD BD INDEX FDS | $4.4M | 2.62% | 59,616 | Added |
| 11 | EFG | ISHARES TR | $3.9M | 2.31% | 34,808 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $3.8M | 2.29% | 21,971 | Added |
| 13 | IVW | ISHARES TR | $2.9M | 1.75% | 25,860 | Added |
| 14 | SPYV | SPDR SERIES TRUST | $2.8M | 1.67% | 49,579 | Trimmed |
| 15 | MBB | ISHARES TR | $2.8M | 1.66% | 29,259 | Added |
| 16 | SPYG | SPDR SERIES TRUST | $2.7M | 1.63% | 27,925 | Added |
| 17 | DYNF | BLACKROCK ETF TRUST | $2.7M | 1.62% | 46,589 | Added |
| 18 | BSV | VANGUARD BD INDEX FDS | $2.7M | 1.60% | 34,224 | Trimmed |
| 19 | QUAL | ISHARES TR | $2.5M | 1.49% | 12,987 | Trimmed |
| 20 | GOOG | ALPHABET INC | $2.4M | 1.43% | 8,338 | Added |
| 21 | IVE | ISHARES TR | $2.4M | 1.41% | 11,187 | Added |
| 22 | IEMG | ISHARES INC | $2.1M | 1.24% | 29,672 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $2.0M | 1.21% | 9,707 | Added |
| 24 | TLT | ISHARES TR | $2.0M | 1.17% | 22,705 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 1.07% | 4,840 | Added |
Source: SEC Form 13F filings · as of 2026-03-31