Yukon Wealth Management, Inc.
All 13F Filings
- Location
- Overland Park, KS
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 167,520
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 15.9 K | 9.5% | 0 | 56.7 K | -56.7 K |
| ETFs | 147.6 K | 88.1% | 57.73 K | 0 | 57.73 K |
| Debt | 4.02 K | 2.4% | 765 | 0 | 765 |
| Other | 0 | 0.0% | 0 | 7.785 K | -7.785 K |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
167,520
Holdings
79
QoQ value change ($000)
-5,994
(-3.5%)
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.