StockDriftsStockDriftsTop 50 Yukon Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.54% | 44.5K | $33.3M | +19.49%(+7.26K) | $597.06(+30.65%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.96% | 156.4K | $31.3M | +611.96%(+134.45K) | $174.10(+29.33%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.41% | 101.5K | $29.4M | +1994.41%(+96.67K) | $266.28(+14.89%) | 2026-06-30 | |
| DVY | ISHARES TR | 7.81% | 174.6K | $27.3M | +36.04%(+46.24K) | $138.29(+19.68%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 4.47% | 492.3K | $15.6M | +50.93%(+166.13K) | $28.70(+20.26%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.6% | 53.2K | $12.6M | +54.52%(+18.77K) | $206.13(+19.04%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.74% | 13.0K | $9.6M | +455.39%(+10.65K) | $619.92(+17.93%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.45% | 52.0K | $8.5M | +32.97%(+12.90K) | $132.03(+29.09%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.4% | 23.7K | $8.4M | +184.58%(+15.39K) | $264.42(+29.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.36% | 22.1K | $8.3M | +357.42%(+17.30K) | $374.08(+32.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +33.52% |
| Top 20 Holdings Unweighted | — | — | — | — | +31.61% |
Yukon Wealth Management INC reports $349.38M in US-listed equity holdings across 132 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.5%), NVDA (9.0%) and AAPL (8.4%). The top 20 holdings account for 68.55% of reported assets. Its disclosed equity book has returned +33.52% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yukon Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065849). View Yukon Wealth Management INC’s 13F filings on SEC