Yukon Wealth Management, Inc. ETF holdings
Overland Park, KS
Reported $213.3M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$213.3M
ETFs held
76
Change from prior quarter
+40.2%
With price moves
ETFs as a share of its 13F
61.0%
of $349.4M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $33.3M | 44,495 | +7,257 shares |
| DVY | iShares Select Dividend ETF | $27.3M | 174,560 | +46,245 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $15.6M | 492,325 | +166,134 shares |
| VIG | Vanguard Dividend Appreciation ETF | $12.6M | 53,209 | +18,773 shares |
| QQQ | Invesco QQQ Trust | $9.6M | 12,985 | +10,647 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $8.5M | 52,024 | +12,899 shares |
| ESGU | iShares ESG Aware MSCI USA ETF | $7.5M | 45,850 | +3,750 shares |
| IUSB | iShares Core Universal USD Bond ETF | $7.3M | 158,368 | +2,361 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $5.9M | 117,566 | −7,195 shares |
| EFV | iShares MSCI EAFE Value ETF | $5.1M | 66,865 | +3,943 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002065849. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Yukon Wealth Management, Inc. own?
Yukon Wealth Management, Inc. reported 76 ETF positions worth $213.3M in its Form 13F for June 30, 2026. The largest was IVV, at $33.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.