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Home > Institutional Investor > Yukon Wealth Management, Inc. > Profile

Instuitional Investor - Yukon Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Yukon Wealth Management, Inc.
Portfolio Value $279,541,140
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,394 $26,322,478 9.42%
2.
Nvidia Corp
 NVDA 148,562 $23,471,358 8.4%
3.
Ishares Trust
 IEF 172,307 $22,884,094 8.19%
4.
Apple Inc.
 AAPL 95,700 $19,634,752 7.02%
5.
Schwab Strategic Trust
 FNDF 485,603 $12,868,474 4.6%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)