Yukon Wealth Management, Inc.

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$349,382
Net value change ($000)
+181,862 (108.6%)
New positions
56
Sold out positions
3
Turnover %
16.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 28,145 2288.2%
NVDA 27,467 716.8%
IVV 8,998 37.0%
QQQ 8,213 608.4%
DVY 7,856 40.4%
MSFT 6,467 360.9%
GOOGL 5,992 250.5%
AMZN 5,722 283.0%
SCHD 5,604 56.0%
VIG 5,185 70.0%
Top Reduces (Value $000, Stocks/ETFs)
BND -1,997 -45.5%
JEPQ -1,142 -100.0%
JEPI -1,113 -100.0%
VFH -1,004 -100.0%
GOVT -573 -33.6%
MBB -323 -11.6%
USIG -316 -47.3%
QUAL -115 -4.6%
AGG -104 -9.2%
EMXC -82 -13.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type