Yukon Wealth Management, Inc.
โขCIK: 2065849โขFiling: Q4 2025
**Yukon Wealth Management, Inc.** manages $174M across a diversified portfolio of 81 positions. The strategy exhibits a clear tilt toward established income and dividend-growth equities, evidenced by top holdings including IVV ($25.5M) and DVY ($20.2M). Significant allocations are also directed toward dividend-focused ETFs such as SCHD ($10.5M) and VIG ($7.7M). This structure suggests a disciplined, value-oriented approach targeting consistent yield generation.
Total AUM
$173.5M
QoQ Performance
-43.1%
Positions
39
Top 10 Concentration
56.6%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
DVY
SCHD
IVV14.7%
DVY11.6%
SCHD6.1%
VIG4.4%
IUSB4.2%
ESGU3.6%
SPDW3.4%
ITOT3.3%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other76.3%
ETF14.9%
Technology6.8%
Consumer1.5%
Financial0.3%
Healthcare0.2%
๐ช Exited Positionssold since Q3 2025
+49 more exited positions
Changes from Q3 2025
NEW7 new positions
โ24 increased
โ43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025