Institutional Fund
Yukon Wealth Management, Inc.
Overland Park, KSCIK 20658495 filings on record
Portfolio Value
$167.52M
Q1 2026
Holdings
79
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-3.5%
from $173.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.5%
- Ishares Tr11.6%
- Schwab Strategic Tr6.0%
- Vanguard Specialized Funds4.4%
- Ishares Tr4.3%
- Ishares Tr3.6%
- Other55.6%
Portfolio Holdings
79 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 37.2K | $24.32M | 14.5% | +273 | Added |
| 2 | Ishares Tr | 128.3K | $19.43M | 11.6% | −2.6K | Reduced |
| 3 | Schwab Strategic Tr | 326.2K | $10.01M | 6.0% | −13.5K | Reduced |
| 4 | Vanguard Specialized Funds | 34.4K | $7.41M | 4.4% | +458 | Added |
| 5 | Ishares Tr | 156.0K | $7.21M | 4.3% | −656 | Reduced |
| 6 | Ishares Tr | 42.1K | $5.95M | 3.6% | −78 | Reduced |
| 7 | Spdr Index Shs Fds | 124.8K | $5.70M | 3.4% | +1.9K | Added |
| 8 | Ishares Tr | 39.1K | $5.57M | 3.3% | +522 | Added |
| 9 | Ishares Tr | 62.9K | $4.68M | 2.8% | +130 | Added |
| 10 | Vanguard Bd Index Fds | 59.6K | $4.39M | 2.6% | +6.7K | Added |
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