Yukon Wealth Management, Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 349,382
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 132 | 349,382 | 13F-HR | Yukon Wealth Management, Inc. |
| Q1 2026 | 4/30/2026 | 79 | 167,520 | 13F-HR | Yukon Wealth Management, Inc. |
| Q4 2025 | 2/10/2026 | 81 | 173,514 | 13F-HR | Yukon Wealth Management, Inc. |
| Q3 2025 | 11/14/2025 | 128 | 305,048 | 13F-HR | Yukon Wealth Management, Inc. |
| Q2 2025 | 8/1/2025 | 117 | 279,541 | 13F-HR | Yukon Wealth Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 136.6 K | 39.1% | 120.7 K | 0 | 120.7 K |
| ETFs | 210.4 K | 60.2% | 62.83 K | 0 | 62.83 K |
| Debt | 2.332 K | 0.7% | 0 | 1.688 K | -1.688 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
349,382
Holdings
132
QoQ value change ($000)
181,862
(108.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.