Yukon Wealth Management, Inc.
Net buyer this quarter
$349M
64
+$131M
31.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $31.3M | 8.96% | 0.00% | +612.0% | Q1 2025 |
 AAPL | $29.4M | 8.41% | 0.00% | +1994.4% | Q1 2025 |
 QQQ | $9.56M | 2.74% | Not reported | +455.4% | Q1 2025 |
 GOOG | $8.38M | 2.40% | Not reported | +184.6% | Q1 2025 |
 MSFT | $8.26M | 2.36% | 0.00% | +357.4% | Q1 2025 |
 AMZN | $7.74M | 2.22% | 0.00% | +234.7% | Q1 2025 |
 VYM | $4.29M | 1.23% | Not reported | Not reported | Q1 2025 |
| GOOGL | $4.28M | 1.23% | 0.00% | +493.3% | Q1 2025 |
 MA | $4.04M | 1.16% | 0.00% | Not reported | Q1 2025 |
 AVGO | $3.88M | 1.11% | 0.00% | +310.3% | Q1 2025 |
 UNP | $3M | 0.86% | 0.00% | Not reported | Q1 2025 |
 JPM | $2.96M | 0.85% | 0.00% | Not reported | Q1 2025 |
 NSC | $2.47M | 0.71% | 0.00% | Not reported | Q1 2025 |
 COST | $2.38M | 0.68% | 0.00% | Not reported | Q1 2025 |
 GS | $2.23M | 0.64% | 0.00% | Not reported | Q1 2025 |
 LLY | $2.14M | 0.61% | 0.00% | Not reported | Q1 2025 |
 BSVN | $1.67M | 0.48% | 0.22% | -37.5% | Q2 2025 |
 AMD | $1.49M | 0.43% | 0.00% | Not reported | Q1 2025 |
 NFLX | $1.46M | 0.42% | 0.00% | Not reported | Q1 2025 |
 GEV | $1.38M | 0.39% | 0.00% | Not reported | Q1 2025 |
 BRK.B | $1.18M | 0.34% | Not reported | +149.4% | Q1 2025 |
 JNJ | $1.04M | 0.30% | 0.00% | Not reported | Q1 2025 |
 V | $1.02M | 0.29% | 0.00% | Not reported | Q1 2025 |
 TSM | $853K | 0.24% | 0.00% | New | Q2 2026 |
 CSX | $821K | 0.24% | 0.00% | Not reported | Q1 2025 |
 MCK | $818K | 0.23% | 0.00% | Not reported | Q1 2025 |
 VLUE | $814K | 0.23% | Not reported | +29.8% | Q1 2025 |
 VLO | $790K | 0.23% | 0.00% | Not reported | Q1 2025 |
 META | $781K | 0.22% | Not reported | +234.5% | Q1 2025 |
 OKE | $746K | 0.21% | 0.00% | Not reported | Q1 2025 |
 PNC | $690K | 0.20% | 0.00% | Not reported | Q1 2025 |
 SPY | $648K | 0.19% | Not reported | +57.9% | Q1 2025 |
 WMT | $626K | 0.18% | 0.00% | Not reported | Q1 2025 |
 EPD | $618K | 0.18% | 0.00% | +98.3% | Q1 2025 |
 IONQ | $618K | 0.18% | 0.00% | Not reported | Q3 2025 |
 CRWD | $602K | 0.17% | 0.00% | Not reported | Q2 2025 |
 PG | $558K | 0.16% | 0.00% | +40.9% | Q1 2025 |
| THRO | $531K | 0.15% | 0.16% | +30.3% | Q4 2025 |
| EMXC | $516K | 0.15% | Not reported | -33.7% | Q1 2025 |
 PLTR | $491K | 0.14% | 0.00% | Not reported | Q1 2025 |
 LOW | $477K | 0.14% | 0.00% | Not reported | Q1 2025 |
 PM | $469K | 0.13% | 0.00% | Not reported | Q1 2025 |
 ABBV | $459K | 0.13% | 0.00% | +11.9% | Q1 2025 |
 SNEX | $436K | 0.12% | 0.00% | Not reported | Q2 2025 |
 HD | $400K | 0.11% | 0.00% | +10.5% | Q1 2025 |
 CSCO | $391K | 0.11% | 0.00% | +13.2% | Q2 2025 |
 TSLA | $381K | 0.11% | 0.00% | Not reported | Q3 2025 |
 ISRG | $375K | 0.11% | 0.00% | +4.3% | Q1 2025 |
 RGTI | $355K | 0.10% | 0.01% | Not reported | Q3 2025 |
 MRK | $348K | 0.10% | 0.00% | Not reported | Q1 2025 |
| Q1 2026 | |||||
| NVDA | $3.83M | 2.29% | 0.00% | +0.1% | Q1 2025 |
| BSVN | $2.68M | 1.60% | 0.36% | -17.3% | Q2 2025 |
| GOOG | $2.39M | 1.43% | Not reported | +0.5% | Q1 2025 |
| AMZN | $2.02M | 1.21% | 0.00% | +1.0% | Q1 2025 |
| MSFT | $1.79M | 1.07% | 0.00% | +5.6% | Q1 2025 |
| QQQ | $1.35M | 0.81% | Not reported | +4.2% | Q1 2025 |
| AAPL | $1.23M | 0.73% | 0.00% | -0.1% | Q1 2025 |
| AVGO | $774K | 0.46% | 0.00% | +1.1% | Q1 2025 |
| EMXC | $598K | 0.36% | Not reported | Not reported | Q1 2025 |
| GOOGL | $581K | 0.35% | 0.00% | +0.7% | Q1 2025 |
| BRK.B | $454K | 0.27% | Not reported | +1.1% | Q1 2025 |
| VLUE | $446K | 0.27% | Not reported | +0.1% | Q1 2025 |
| ISRG | $416K | 0.25% | 0.00% | Not reported | Q1 2025 |
| PG | $390K | 0.23% | 0.00% | 0.0% | Q1 2025 |
| SPY | $357K | 0.21% | Not reported | Not reported | Q1 2025 |
| ABBV | $354K | 0.21% | 0.00% | +0.3% | Q1 2025 |
| THRO | $342K | 0.20% | 0.12% | +26.7% | Q4 2025 |
| HD | $338K | 0.20% | 0.00% | +0.7% | Q1 2025 |
| EPD | $321K | 0.19% | 0.00% | +0.6% | Q1 2025 |
| META | $237K | 0.14% | Not reported | +3.5% | Q1 2025 |
| CSCO | $228K | 0.14% | 0.00% | Not reported | Q2 2025 |
| IAU | $224K | 0.13% | 0.00% | -3.2% | Q1 2025 |
 AVXL | $37K | 0.02% | 0.01% | -33.3% | Q1 2025 |
| Q4 2025 | |||||
| NVDA | $3.82M | 2.20% | 0.00% | -85.3% | Q1 2025 |
| BSVN | $3.25M | 1.88% | 0.44% | +4.8% | Q2 2025 |
| GOOG | $2.77M | 1.59% | Not reported | -62.2% | Q1 2025 |
| AMZN | $2.24M | 1.29% | 0.00% | -66.9% | Q1 2025 |
| MSFT | $1.9M | 1.09% | 0.00% | -77.3% | Q1 2025 |
| QQQ | $1.36M | 0.78% | Not reported | -82.5% | Q1 2025 |
| AAPL | $1.34M | 0.77% | 0.00% | -95.0% | Q1 2025 |
| AVGO | $762K | 0.44% | 0.00% | -73.9% | Q1 2025 |
| GOOGL | $668K | 0.39% | 0.00% | -82.2% | Q1 2025 |
| EMXC | $609K | 0.35% | Not reported | -19.7% | Q1 2025 |
| BRK.B | $473K | 0.27% | Not reported | -59.0% | Q1 2025 |
| VLUE | $468K | 0.27% | Not reported | -29.2% | Q1 2025 |
| ISRG | $432K | 0.25% | 0.00% | -2.7% | Q1 2025 |
| PG | $423K | 0.24% | 0.00% | -26.6% | Q1 2025 |
| HD | $395K | 0.23% | 0.00% | -6.0% | Q1 2025 |
| SPY | $376K | 0.22% | Not reported | -35.1% | Q1 2025 |
| ABBV | $352K | 0.20% | 0.00% | -4.1% | Q1 2025 |
| EPD | $297K | 0.17% | 0.00% | -57.4% | Q1 2025 |
| THRO | $285K | 0.16% | 0.09% | New | Q4 2025 |
| META | $268K | 0.15% | Not reported | -65.5% | Q1 2025 |
| IAU | $244K | 0.14% | 0.00% | Not reported | Q1 2025 |
| CSCO | $239K | 0.14% | 0.00% | -2.9% | Q2 2025 |
 LUV | $214K | 0.12% | 0.00% | New | Q4 2025 |
| AVXL | $74.5K | 0.04% | 0.02% | +6.2% | Q1 2025 |
| Q3 2025 | |||||
| NVDA | $27.9M | 9.14% | 0.00% | +0.6% | Q1 2025 |
| AAPL | $24.5M | 8.04% | 0.00% | +0.6% | Q1 2025 |
| MSFT | $10.5M | 3.43% | 0.00% | +1.5% | Q1 2025 |
| QQQ | $7.68M | 2.52% | Not reported | +0.1% | Q1 2025 |
| AMZN | $6.38M | 2.09% | 0.00% | +6.9% | Q1 2025 |
| GOOG | $5.34M | 1.75% | Not reported | +1.2% | Q1 2025 |
| MA | $4.44M | 1.46% | 0.00% | +0.6% | Q1 2025 |
| VYM | $3.83M | 1.25% | Not reported | Not reported | Q1 2025 |
| AVGO | $3.13M | 1.03% | 0.00% | +1.9% | Q1 2025 |
| BSVN | $3.12M | 1.02% | 0.42% | Not reported | Q2 2025 |
| UNP | $3.05M | 1.00% | 0.00% | -5.6% | Q1 2025 |
| JPM | $2.85M | 0.94% | 0.00% | +0.3% | Q1 2025 |
| GOOGL | $2.74M | 0.90% | 0.00% | +1.4% | Q1 2025 |
| NFLX | $2.46M | 0.81% | 0.00% | +0.8% | Q1 2025 |
| COST | $2.33M | 0.76% | 0.00% | +0.6% | Q1 2025 |
| NSC | $2.33M | 0.76% | 0.00% | +0.6% | Q1 2025 |
| GS | $1.72M | 0.56% | 0.00% | +1.2% | Q1 2025 |
| LLY | $1.33M | 0.44% | 0.00% | +2.0% | Q1 2025 |
| BRK.B | $1.15M | 0.38% | Not reported | +2.7% | Q1 2025 |
| V | $976K | 0.32% | 0.00% | -2.0% | Q1 2025 |
| IBIT | $906K | 0.30% | 0.00% | +11.6% | Q1 2025 |
| META | $850K | 0.28% | Not reported | +7.4% | Q1 2025 |
| MCK | $830K | 0.27% | 0.00% | +0.5% | Q1 2025 |
| JNJ | $797K | 0.26% | 0.00% | -5.9% | Q1 2025 |
| GEV | $704K | 0.23% | 0.00% | +0.7% | Q1 2025 |
| PNC | $661K | 0.22% | 0.00% | +0.9% | Q1 2025 |
| EMXC | $639K | 0.21% | Not reported | -9.1% | Q1 2025 |
| OKE | $625K | 0.21% | 0.00% | +0.4% | Q1 2025 |
| EPD | $619K | 0.20% | 0.00% | +0.3% | Q1 2025 |
| CSX | $606K | 0.20% | 0.00% | +0.9% | Q1 2025 |
| PG | $565K | 0.19% | 0.00% | +0.4% | Q1 2025 |
| SPY | $563K | 0.18% | Not reported | +0.2% | Q1 2025 |
| VLUE | $554K | 0.18% | Not reported | +0.1% | Q1 2025 |
| LOW | $530K | 0.17% | 0.00% | +1.9% | Q1 2025 |
| VLO | $515K | 0.17% | 0.00% | +0.4% | Q1 2025 |
| RGTI | $514K | 0.17% | 0.01% | New | Q3 2025 |
| PM | $489K | 0.16% | 0.00% | -18.8% | Q1 2025 |
| PLTR | $474K | 0.16% | 0.00% | -80.4% | Q1 2025 |
| WMT | $468K | 0.15% | 0.00% | +5.0% | Q1 2025 |
| HD | $439K | 0.14% | 0.00% | +4.9% | Q1 2025 |
| ISRG | $415K | 0.14% | 0.00% | +1.5% | Q1 2025 |
| ABBV | $392K | 0.13% | 0.00% | +4.8% | Q1 2025 |
| CRWD | $386K | 0.13% | 0.00% | +1.8% | Q2 2025 |
| IONQ | $380K | 0.12% | 0.00% | New | Q3 2025 |
| ETHA | $372K | 0.12% | 0.00% | New | Q3 2025 |
 LMT | $328K | 0.11% | 0.00% | +2.0% | Q1 2025 |
| AMD | $300K | 0.10% | 0.00% | +4.3% | Q1 2025 |
 WFC | $276K | 0.09% | 0.00% | +3.4% | Q1 2025 |
 BAC | $271K | 0.09% | 0.00% | +4.7% | Q2 2025 |
 APP | $264K | 0.09% | 0.00% | New | Q3 2025 |