Yukon Wealth Management
Overland Park, KSfiles as Yukon Wealth Management, Inc.
$349m in 132 US stocks at the end of 30 June 2026. The top 10 are 52.7% of the money. It changed about 36.9% of the portfolio this quarter.
Value
$349m
Stocks
132
Top 10 share
52.7%
Turnover
36.9%
What changed this quarter
New
Bought for the first time this quarter.
- Vanguard Whitehall FDSVYM1.2% of the fund
- MastercardMA1.2% of the fund
- Vanguard Index FDSVTI0.9% of the fund
- Union PacificUNP0.9% of the fund
- JPMorgan ChaseJPM0.8% of the fund
- Norfolk SouthernNSC0.7% of the fund
- Costco WholesaleCOST0.7% of the fund
- Select Sector Spdr TRXLK0.7% of the fund
- Goldman Sachs GroupGS0.6% of the fund
- Eli LillyLLY0.6% of the fund
- Advanced Micro DevicesAMD0.4% of the fund
- NetflixNFLX0.4% of the fund
- GE VernovaGEV0.4% of the fund
- Johnson & JohnsonJNJ0.3% of the fund
- VisaV0.3% of the fund
- Taiwan Semiconductor ManufacturingTSM0.2% of the fund
- Profesionally Managed PortfoAKRE0.2% of the fund
- CSXCSX0.2% of the fund
- MckessonMCK0.2% of the fund
- Ishares TREFA0.2% of the fund
- Valero EnergyVLO0.2% of the fund
- OneokOKE0.2% of the fund
- PNC Financial Services GroupPNC0.2% of the fund
- Ishares TRIJH0.2% of the fund
- Select Sector Spdr TRXLY0.2% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV9.5% of the fund+19%
- NvidiaNVDA9.0% of the fund+612%
- AppleAAPL8.4% of the fund+1994%
- Ishares TRDVY7.8% of the fund+36%
- Schwab Strategic TRSCHD4.5% of the fund+51%
- Vanguard Specialized FundsVIG3.6% of the fund+55%
- Invesco QQQ TRQQQ2.7% of the fund+455%
- Ishares TRITOT2.4% of the fund+33%
- AlphabetGOOG2.4% of the fund+185%
- MicrosoftMSFT2.4% of the fund+357%
- Amazon.comAMZN2.2% of the fund+235%
- Ishares TRESGU2.1% of the fund+9%
- Ishares TREFV1.5% of the fund+6%
- Ishares TREFG1.3% of the fund+5%
- AlphabetGOOGL1.2% of the fund+493%
- Spdr Series TrustSPYG1.2% of the fund+28%
- Spdr Series TrustSPYV1.2% of the fund+38%
- BroadcomAVGO1.1% of the fund+310%
- Ishares TRIVW1.1% of the fund+6%
- Vanguard Index FDSVO0.9% of the fund+155%
- Ishares TRIVE0.8% of the fund+10%
- IsharesIEMG0.8% of the fund+7%
- Ishares TRIXN0.5% of the fund+12%
- Ishares TRMTUM0.5% of the fund+7%
- Berkshire HathawayBRK-B0.3% of the fund+149%
Cut
Sold some of their stake.
- Spdr Index SHS FDSSPDW1.7% of the fund-6%
- Ishares TRMBB0.7% of the fund-11%
- Vanguard BD Index FDSBND0.7% of the fund-45%
- Ishares TRQUAL0.7% of the fund-17%
- Vanguard BD Index FDSBSV0.5% of the fund-38%
- Ishares TRIYW0.4% of the fund-9%
- Ishares TRGOVT0.3% of the fund-33%
- Ishares TRAGG0.3% of the fund-9%
- Spdr Index SHS FDSSPEM0.3% of the fund-8%
- Blackrock ETF Trust IIBINC0.2% of the fund-10%
- J P Morgan Exchange Traded FJBND0.2% of the fund-50%
- IsharesEMXC0.1% of the fund-34%
- Ishares TRUSIG0.1% of the fund-47%
- Ishares TRIFRA<0.1% of the fund-9%
- Ishares TRHEFA<0.1% of the fund-21%
- Schwab Strategic TRSCHX<0.1% of the fund-17%
Sold out
Sold their entire stake.
- J P Morgan Exchange Traded FJEPQ-100%
- J P Morgan Exchange Traded FJEPI-100%
- Vanguard World FDVFH-100%
Holdings
- Ishares TRIVV
- Share
- 9.5%
- Value
- $33m
- Shares
- 44,495
+19%
- Ishares TRDVY
- Share
- 7.8%
- Value
- $27m
- Shares
- 174,560
+36%
- Schwab Strategic TRSCHD
- Share
- 4.5%
- Value
- $16m
- Shares
- 492,325
+51%
- Vanguard Specialized FundsVIG
- Share
- 3.6%
- Value
- $13m
- Shares
- 53,209
+55%
- Invesco QQQ TRQQQ
- Share
- 2.7%
- Value
- $10m
- Shares
- 12,985
+455%
- Ishares TRITOT
- Share
- 2.4%
- Value
- $9m
- Shares
- 52,024
+33%
- Ishares TRESGU
- Share
- 2.1%
- Value
- $8m
- Shares
- 45,850
+9%
- Ishares TRIUSB
- Share
- 2.1%
- Value
- $7m
- Shares
- 158,368
Held
- Spdr Index SHS FDSSPDW
- Share
- 1.7%
- Value
- $6m
- Shares
- 117,566
-6%
- Ishares TREFV
- Share
- 1.5%
- Value
- $5m
- Shares
- 66,865
+6%
- Ishares TREFG
- Share
- 1.3%
- Value
- $5m
- Shares
- 36,705
+5%
- Vanguard Whitehall FDSVYM
- Share
- 1.2%
- Value
- $4m
- Shares
- 27,154
New
- Spdr Series TrustSPYG
- Share
- 1.2%
- Value
- $4m
- Shares
- 35,679
+28%
- Spdr Series TrustSPYV
- Share
- 1.2%
- Value
- $4m
- Shares
- 68,523
+38%
- Ishares TRIVW
- Share
- 1.1%
- Value
- $4m
- Shares
- 27,430
+6%
- Blackrock ETF TrustDYNF
- Share
- 0.9%
- Value
- $3m
- Shares
- 45,835
Held
- Vanguard Index FDSVTI
- Share
- 0.9%
- Value
- $3m
- Shares
- 8,179
New
- Vanguard Index FDSVO
- Share
- 0.9%
- Value
- $3m
- Shares
- 37,129
+155%
- Ishares TRIVE
- Share
- 0.8%
- Value
- $3m
- Shares
- 12,336
+10%
- IsharesIEMG
- Share
- 0.8%
- Value
- $3m
- Shares
- 31,692
+7%
- Ishares TRMBB
- Share
- 0.7%
- Value
- $2m
- Shares
- 25,971
-11%
- Vanguard BD Index FDSBND
- Share
- 0.7%
- Value
- $2m
- Shares
- 32,601
-45%
- Ishares TRQUAL
- Share
- 0.7%
- Value
- $2m
- Shares
- 10,829
-17%
- Select Sector Spdr TRXLK
- Share
- 0.7%
- Value
- $2m
- Shares
- 12,001
New
- Ishares TRTLT
- Share
- 0.6%
- Value
- $2m
- Shares
- 22,455
Held
- Ishares TRIXN
- Share
- 0.5%
- Value
- $2m
- Shares
- 13,105
+12%
- Ishares TRMTUM
- Share
- 0.5%
- Value
- $2m
- Shares
- 5,392
+7%
- Vanguard BD Index FDSBSV
- Share
- 0.5%
- Value
- $2m
- Shares
- 21,378
-38%
- Ishares TRIYW
- Share
- 0.4%
- Value
- $1m
- Shares
- 5,152
-9%
- Ishares TRIDV
- Share
- 0.3%
- Value
- $1m
- Shares
- 27,914
Held
- Ishares TRGOVT
- Share
- 0.3%
- Value
- $1m
- Shares
- 49,755
-33%
- Victory Portfolios IIVFLO
- Share
- 0.3%
- Value
- $1m
- Shares
- 24,114
+91%
- Vanguard Index FDSVBR
- Share
- 0.3%
- Value
- $1m
- Shares
- 4,347
+41%
- Ishares TRAGG
- Share
- 0.3%
- Value
- $1m
- Shares
- 10,395
-9%
- Spdr Index SHS FDSSPEM
- Share
- 0.3%
- Value
- $1m
- Shares
- 19,707
-8%
- Ishares TRIJR
- Share
- 0.3%
- Value
- $908,527
- Shares
- 6,125
+13%
- Profesionally Managed PortfoAKRE
- Share
- 0.2%
- Value
- $822,105
- Shares
- 15,456
New
- Ishares TREFA
- Share
- 0.2%
- Value
- $814,770
- Shares
- 7,843
New
- Ishares TRVLUE
- Share
- 0.2%
- Value
- $814,099
- Shares
- 4,074
+30%
- IsharesESGE
- Share
- 0.2%
- Value
- $812,801
- Shares
- 14,861
Held
- Global X FDSDTCR
- Share
- 0.2%
- Value
- $811,176
- Shares
- 26,709
Held
- Blackrock ETF Trust IIBINC
- Share
- 0.2%
- Value
- $761,392
- Shares
- 14,547
-10%
- Ishares TRTLH
- Share
- 0.2%
- Value
- $747,193
- Shares
- 7,445
+20%
- Ishares TRIJH
- Share
- 0.2%
- Value
- $684,762
- Shares
- 8,879
New
- Ishares TRUSMV
- Share
- 0.2%
- Value
- $684,718
- Shares
- 7,098
+6%
- J P Morgan Exchange Traded FJBND
- Share
- 0.2%
- Value
- $666,396
- Shares
- 12,456
-50%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $647,776
- Shares
- 867
+58%
- Blackrock ETF TrustBAI
- Share
- 0.2%
- Value
- $646,031
- Shares
- 12,254
+23%
- Select Sector Spdr TRXLY
- Share
- 0.2%
- Value
- $635,479
- Shares
- 5,418
New
- Ishares TRIWM
- Share
- 0.2%
- Value
- $625,221
- Shares
- 2,080
New
- Ishares TRIYE
- Share
- 0.2%
- Value
- $564,402
- Shares
- 9,973
+22%
- Neos ETF TrustSPYI
- Share
- 0.2%
- Value
- $542,314
- Shares
- 10,215
New
- Blackrock ETF TrustTHRO
- Share
- 0.2%
- Value
- $530,512
- Shares
- 12,306
+30%
- IsharesEMXC
- Share
- 0.1%
- Value
- $515,569
- Shares
- 5,039
-34%
- RBB FDTBIL
- Share
- 0.1%
- Value
- $499,647
- Shares
- 10,021
New
- Ishares TREMB
- Share
- 0.1%
- Value
- $491,484
- Shares
- 5,096
Held
- Ishares TROEF
- Share
- 0.1%
- Value
- $490,625
- Shares
- 1,340
Held
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.1%
- Value
- $473,797
- Shares
- 2,933
Held
- Vanguard Malvern FDSVPLS
- Share
- 0.1%
- Value
- $386,948
- Shares
- 4,988
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 9.5% | $33m | 44,495 | +19% |
| NvidiaNVDA | 9.0% | $31m | 156,425 | +612% |
| AppleAAPL | 8.4% | $29m | 101,516 | +1994% |
| Ishares TRDVY | 7.8% | $27m | 174,560 | +36% |
| Schwab Strategic TRSCHD | 4.5% | $16m | 492,325 | +51% |
| Vanguard Specialized FundsVIG | 3.6% | $13m | 53,209 | +55% |
| Invesco QQQ TRQQQ | 2.7% | $10m | 12,985 | +455% |
| Ishares TRITOT | 2.4% | $9m | 52,024 | +33% |
| AlphabetGOOG | 2.4% | $8m | 23,728 | +185% |
| MicrosoftMSFT | 2.4% | $8m | 22,139 | +357% |
| Amazon.comAMZN | 2.2% | $8m | 32,492 | +235% |
| Ishares TRESGU | 2.1% | $8m | 45,850 | +9% |
| Ishares TRIUSB | 2.1% | $7m | 158,368 | Held |
| Spdr Index SHS FDSSPDW | 1.7% | $6m | 117,566 | -6% |
| Ishares TREFV | 1.5% | $5m | 66,865 | +6% |
| Ishares TREFG | 1.3% | $5m | 36,705 | +5% |
| Vanguard Whitehall FDSVYM | 1.2% | $4m | 27,154 | New |
| AlphabetGOOGL | 1.2% | $4m | 11,978 | +493% |
| Spdr Series TrustSPYG | 1.2% | $4m | 35,679 | +28% |
| Spdr Series TrustSPYV | 1.2% | $4m | 68,523 | +38% |
| MastercardMA | 1.2% | $4m | 7,864 | New |
| BroadcomAVGO | 1.1% | $4m | 10,262 | +310% |
| Ishares TRIVW | 1.1% | $4m | 27,430 | +6% |
| Blackrock ETF TrustDYNF | 0.9% | $3m | 45,835 | Held |
| Vanguard Index FDSVTI | 0.9% | $3m | 8,179 | New |
| Union PacificUNP | 0.9% | $3m | 11,041 | New |
| Vanguard Index FDSVO | 0.9% | $3m | 37,129 | +155% |
| JPMorgan ChaseJPM | 0.8% | $3m | 9,039 | New |
| Ishares TRIVE | 0.8% | $3m | 12,336 | +10% |
| IsharesIEMG | 0.8% | $3m | 31,692 | +7% |
| Norfolk SouthernNSC | 0.7% | $2m | 7,854 | New |
| Ishares TRMBB | 0.7% | $2m | 25,971 | -11% |
| Vanguard BD Index FDSBND | 0.7% | $2m | 32,601 | -45% |
| Costco WholesaleCOST | 0.7% | $2m | 2,545 | New |
| Ishares TRQUAL | 0.7% | $2m | 10,829 | -17% |
| Select Sector Spdr TRXLK | 0.7% | $2m | 12,001 | New |
| Goldman Sachs GroupGS | 0.6% | $2m | 2,200 | New |
| Eli LillyLLY | 0.6% | $2m | 1,787 | New |
| Ishares TRTLT | 0.6% | $2m | 22,455 | Held |
| Ishares TRIXN | 0.5% | $2m | 13,105 | +12% |
| Ishares TRMTUM | 0.5% | $2m | 5,392 | +7% |
| Vanguard BD Index FDSBSV | 0.5% | $2m | 21,378 | -38% |
| Advanced Micro DevicesAMD | 0.4% | $1m | 2,571 | New |
| NetflixNFLX | 0.4% | $1m | 20,472 | New |
| GE VernovaGEV | 0.4% | $1m | 1,173 | New |
| Ishares TRIYW | 0.4% | $1m | 5,152 | -9% |
| Berkshire HathawayBRK-B | 0.3% | $1m | 2,364 | +149% |
| Ishares TRIDV | 0.3% | $1m | 27,914 | Held |
| Ishares TRGOVT | 0.3% | $1m | 49,755 | -33% |
| Victory Portfolios IIVFLO | 0.3% | $1m | 24,114 | +91% |
| Vanguard Index FDSVBR | 0.3% | $1m | 4,347 | +41% |
| Johnson & JohnsonJNJ | 0.3% | $1m | 4,101 | New |
| Ishares TRAGG | 0.3% | $1m | 10,395 | -9% |
| Spdr Index SHS FDSSPEM | 0.3% | $1m | 19,707 | -8% |
| VisaV | 0.3% | $1m | 2,961 | New |
| Ishares TRIJR | 0.3% | $908,527 | 6,125 | +13% |
| Taiwan Semiconductor ManufacturingTSM | 0.2% | $852,940 | 1,786 | New |
| Profesionally Managed PortfoAKRE | 0.2% | $822,105 | 15,456 | New |
| CSXCSX | 0.2% | $821,434 | 17,282 | New |
| MckessonMCK | 0.2% | $817,559 | 1,082 | New |
| Ishares TREFA | 0.2% | $814,770 | 7,843 | New |
| Ishares TRVLUE | 0.2% | $814,099 | 4,074 | +30% |
| IsharesESGE | 0.2% | $812,801 | 14,861 | Held |
| Global X FDSDTCR | 0.2% | $811,176 | 26,709 | Held |
| Valero EnergyVLO | 0.2% | $789,654 | 3,032 | New |
| Meta PlatformsMETA | 0.2% | $780,537 | 1,385 | +235% |
| Blackrock ETF Trust IIBINC | 0.2% | $761,392 | 14,547 | -10% |
| Ishares TRTLH | 0.2% | $747,193 | 7,445 | +20% |
| OneokOKE | 0.2% | $745,684 | 8,577 | New |
| PNC Financial Services GroupPNC | 0.2% | $690,160 | 2,803 | New |
| Ishares TRIJH | 0.2% | $684,762 | 8,879 | New |
| Ishares TRUSMV | 0.2% | $684,718 | 7,098 | +6% |
| J P Morgan Exchange Traded FJBND | 0.2% | $666,396 | 12,456 | -50% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $647,776 | 867 | +58% |
| Blackrock ETF TrustBAI | 0.2% | $646,031 | 12,254 | +23% |
| Select Sector Spdr TRXLY | 0.2% | $635,479 | 5,418 | New |
| WalmartWMT | 0.2% | $625,569 | 5,522 | New |
| Ishares TRIWM | 0.2% | $625,221 | 2,080 | New |
| Enterprise Products Partners L.P.EPD | 0.2% | $618,192 | 16,816 | +98% |
| IonQIONQ | 0.2% | $617,763 | 11,599 | New |
| CrowdStrike HoldingsCRWD | 0.2% | $602,117 | 789 | New |
| Ishares TRIYE | 0.2% | $564,402 | 9,973 | +22% |
| Procter & GamblePG | 0.2% | $557,626 | 3,802 | +41% |
| Neos ETF TrustSPYI | 0.2% | $542,314 | 10,215 | New |
| Blackrock ETF TrustTHRO | 0.2% | $530,512 | 12,306 | +30% |
| IsharesEMXC | 0.1% | $515,569 | 5,039 | -34% |
| RBB FDTBIL | 0.1% | $499,647 | 10,021 | New |
| Ishares TREMB | 0.1% | $491,484 | 5,096 | Held |
| Palantir TechnologiesPLTR | 0.1% | $491,414 | 4,212 | New |
| Ishares TROEF | 0.1% | $490,625 | 1,340 | Held |
| Lowe's CompaniesLOW | 0.1% | $476,905 | 2,162 | New |
| Invesco Exch Traded FD TR IISPMO | 0.1% | $473,797 | 2,933 | Held |
| Philip Morris InternationalPM | 0.1% | $468,557 | 2,590 | New |
| AbbVieABBV | 0.1% | $458,549 | 1,822 | +12% |
| StoneX GroupSNEX | 0.1% | $436,199 | 3,681 | New |
| Home DepotHD | 0.1% | $400,153 | 1,134 | +11% |
| Cisco SystemsCSCO | 0.1% | $391,271 | 3,331 | +13% |
| Vanguard Malvern FDSVPLS | 0.1% | $386,948 | 4,988 | Held |
| TeslaTSLA | 0.1% | $380,643 | 905 | New |
| Intuitive SurgicalISRG | 0.1% | $374,615 | 942 | +4% |
Showing the largest 100 of 132.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 25.0% since 30 June 2025.
Where the money is
Technology22.4%
Media & telecom4.3%
Financial services3.8%
Retail & consumer2.6%
Industrials2.4%
Health care1.5%
Everyday goods1.2%
Energy0.4%
Utilities0.2%
Real estate0.1%
Other61.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.