Yukon Wealth Management, Inc.

CIK

2065849

Location

Overland Park, KS

Portfolio Value

Micro $25,288,209

Diversification

Diversified

Filing Date

Global Rank

#7,996 / 8,698 ▼ 3 · as of Mar 2026

Top Industry

Semiconductors 29.9%

3Y Alpha vs SPY

+15.3%

Period ended 5 months ago

Filed Apr 30, 2026 · 4mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+50.7%

SPY

+31.5%

Annualised alpha

+14.3%

Max drawdown

−14.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 5 quarters. Past performance does not predict future results.

Portfolio Concentration

21 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

29.3%

+1.6 pts

Top 5

71.3%

−0.1 pts

Top 10

88.0%

−0.2 pts

HHI

1,422

Diversified+63

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	39.1%	$9,891,412	6
Technology	31.1%	$7,855,992	5
Communication Services	12.7%	$3,209,282	2
Consumer Cyclical	9.3%	$2,359,117	2
Healthcare	3.2%	$807,324	3
Financial Services	1.8%	$454,281	1
Consumer Defensive	1.5%	$389,843	1
Energy	1.3%	$320,958	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	+2,166	9,995	$329,335
VIG	Vanguard Dividend Appreciation ETF	+458	34,436	$7,405,806
MSFT	Microsoft Corp	+258	4,840	$1,791,622
AMZN	Amazon Com Inc	+96	9,707	$2,021,676
QQQ	Invesco Qqq Trust, Series 1	+94	2,338	$1,349,446
GOOGL	Alphabet Inc.	+51	10,357	$2,972,421
EPD	Enterprise Products Partners L.P.	+46	8,482	$320,958
AVGO	Broadcom Inc.	+26	2,501	$774,084
NVDA	Nvidia Corp	+18	21,971	$3,831,742
META	Meta Platforms, Inc.	+14	414	$236,861
BRK-B	Berkshire Hathaway Inc	+10	948	$454,281
HD	Home Depot, Inc.	+7	1,026	$337,441
ABBV	AbbVie Inc.	+5	1,628	$354,073
PG	PROCTER & GAMBLE Co	+1	2,699	$389,843
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
AVXL	Anavex Life Sciences Corp.	−6,000	12,045	$36,978
IAU	Ishares Gold Trust	−85	2,541	$224,014
AAPL	Apple Inc.	−3	4,847	$1,230,120
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
LUV	Southwest Airlines Co	4,075	$168,419
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 tracked positions · $25,288,209 total · filing declares 79 positions · $167,519,802 · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VIG	Vanguard Dividend Appreciation ETF	Added	34,436	+458	$7,405,806	−0.8%	29.29%
NVDA	Nvidia Corp Technology	Added	21,971	+18	$3,831,742	−6.4%	15.15%
GOOGL	Alphabet Inc. Communication Services	Added	10,357	+51	$2,972,421	−8.0%	11.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,707	+96	$2,021,676	−8.9%	7.99%
MSFT	Microsoft Corp Technology	Added	4,840	+258	$1,791,622	−19.1%	7.08%
QQQ	Invesco Qqq Trust, Series 1	Added	2,338	+94	$1,349,446	−2.1%	5.34%
AAPL	Apple Inc. Technology	Reduced	4,847	-3	$1,230,120	−6.7%	4.86%
AVGO	Broadcom Inc. Technology	Added	2,501	+26	$774,084	−9.6%	3.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	948	+10	$454,281	−3.6%	1.80%
ISRG	Intuitive Surgical Inc Healthcare	Held	903	0	$416,273	−18.6%	1.65%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,699	+1	$389,843	+0.8%	1.54%
SPY	Spdr S&P 500 ETF Trust	Held	549	0	$357,036	−4.6%	1.41%
ABBV	AbbVie Inc. Healthcare	Added	1,628	+5	$354,073	−4.5%	1.40%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,026	+7	$337,441	−3.8%	1.33%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	9,995	+2,166	$329,335	+26.3%	1.30%
EPD	Enterprise Products Partners L.P. Energy	Added	8,482	+46	$320,958	+18.7%	1.27%
META	Meta Platforms, Inc. Communication Services	Added	414	+14	$236,861	−10.3%	0.94%
CSCO	Cisco Systems, Inc. Technology	Held	2,944	0	$228,424	+0.7%	0.90%
VB	Vanguard Morningstar Small-Cap ETF	Held	862	0	$225,775	+1.5%	0.89%
IAU	Ishares Gold Trust	Reduced	2,541	-85	$224,014	+5.1%	0.89%
AVXL	Anavex Life Sciences Corp. Healthcare	Reduced	12,045	-6,000	$36,978	−42.4%	0.15%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.