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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 $349,382,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 44,495 $33,322,414 9.54%
2.
Nvidia Corp
 NVDA 156,425 $31,299,151 8.96%
3.
Apple Inc.
 AAPL 101,516 $29,374,847 8.41%
4.
Ishares Trust
 IEF 174,560 $27,283,789 7.81%
5.
Schwab Strategic Trust
 SCHD 492,325 $15,611,640 4.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.