Yukon Wealth Management, Inc.
CIK
2065849
Location
Overland Park, KS
Portfolio Value
Micro
$14,935,455
Diversification
Diversified
Filing Date
Global Rank
#7,908
/ 8,603
▲ 42
· as of Mar 2026
Top Industry
Semiconductors
35.4%
3Y Alpha vs SPY
+0.4%
Period ended 3 months ago
Filed Apr 30, 2026 · 2mo
5 quarters · since Mar 2025
Clone Performance
May 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.3%
SPY
+27.7%
Annualised alpha
+0.5%
Max drawdown
−12.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
18 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.7%
+0.7 pts
Top 5
68.5%
−0.1 pts
Top 10
86.0%
+0.0 pts
HHI
1,229
Diversified+12
Portfolio Trend
5 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 52.6% | $7,855,992 |
| Consumer Cyclical | 15.8% | $2,359,117 |
| Unclassified | 12.9% | $1,930,496 |
| Communication Services | 5.5% | $817,444 |
| Healthcare | 5.4% | $807,324 |
| Financial Services | 3.0% | $454,281 |
| Consumer Defensive | 2.6% | $389,843 |
| Energy | 2.1% | $320,958 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| 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 | |
| GOOGL | Alphabet Inc. | +13 | 2,019 | $580,583 | |
| 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. | |||||
New Positions
Positions the filer opened this quarterNo 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. | ||||
18 positions ·
$14,935,455 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 21,971 | $3,831,742 | 25.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,707 | $2,021,676 | 13.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,840 | $1,791,622 | 12.00% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 2,338 | $1,349,446 | 9.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,847 | $1,230,120 | 8.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,501 | $774,084 | 5.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,019 | $580,583 | 3.89% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 948 | $454,281 | 3.04% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Held | 903 | $416,273 | 2.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,699 | $389,843 | 2.61% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 549 | $357,036 | 2.39% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,628 | $354,073 | 2.37% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,026 | $337,441 | 2.26% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 8,482 | $320,958 | 2.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 414 | $236,861 | 1.59% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 2,944 | $228,424 | 1.53% | |
| IAU |
Ishares Gold Trust
|
Reduced | 2,541 | $224,014 | 1.50% | |
| AVXL |
Anavex Life Sciences Corp.
Healthcare
|
Reduced | 12,045 | $36,978 | 0.25% |