Notify me when Yukon Wealth Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 81 | $173,514,033 | +$6,351,707 | -$147,804,857 | -$141,453,150 | IVV, DVY, SCHD, VIG, IUSB | 13F-HR | 10 Feb 2026, 08:41 |
| Q3 2025 | 128 | $305,048,433 | +$8,830,594 | -$7,298,850 | +$1,531,744 | NVDA, IVV, DVY, AAPL, SCHD | 13F-HR | 14 Nov 2025, 09:26 |
| Q2 2025 | 117 | $279,541,140 | +$28,061,033 | -$11,365,560 | +$16,695,473 | IVV, NVDA, DVY, AAPL, SCHD | 13F-HR | 01 Aug 2025, 09:25 |
| Q1 2025 | 102 | $240,863,277 | $0 | $0 | $0 | DVY, AAPL, IVV, NVDA, SCHD | 13F-HR | 28 Apr 2025, 09:11 |