Yukon Wealth Management, Inc. reported 55 positions worth $135.96M for the quarter ended Jun 30, 2026, up 770.3% on the prior quarter. It opened 38 new positions, added to 17, trimmed 0 and exited 0. Its largest holding is Nvidia Corp at 23% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | +96.7K | +1,994.4% | $27.97M | 21.61% |
| NVDA Nvidia Corp | +134.5K | +612.0% | $26.90M | 23.02% |
| MSFT Microsoft Corp | +17.3K | +357.4% | $6.45M | 6.07% |
| GOOG Alphabet Inc. | +15.4K | +184.6% | $5.44M | 6.17% |
| AMZN Amazon Com Inc | +22.8K | +234.7% | $5.43M | 5.7% |
| MA Mastercard Inc | +7,864 | – | $4.04M | 2.97% |
| GOOGL Alphabet Inc. | +9,959 | +493.3% | $3.56M | 3.15% |
| UNP Union Pacific Corp | +11.0K | – | $3.00M | 2.21% |
| JPM Jpmorgan Chase & Co | +9,039 | – | $2.96M | 2.18% |
| AVGO Broadcom Inc. | +7,761 | +310.3% | $2.93M | 2.85% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MA Mastercard Inc | +7,864 | $4.04M | 2.97% |
| UNP Union Pacific Corp | +11.0K | $3.00M | 2.21% |
| JPM Jpmorgan Chase & Co | +9,039 | $2.96M | 2.18% |
| NSC Norfolk Southern Corp | +7,854 | $2.47M | 1.82% |
| COST Costco Wholesale Corp | +2,545 | $2.38M | 1.75% |
| GS Goldman Sachs Group Inc | +2,200 | $2.23M | 1.64% |
| LLY ELI LILLY & Co | +1,787 | $2.14M | 1.58% |
| AMD Advanced Micro Devices Inc | +2,571 | $1.49M | 1.1% |
| NFLX Netflix Inc | +20.5K | $1.46M | 1.08% |
| GEV GE Vernova Inc. | +1,173 | $1.38M | 1.01% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 156.4K | $31.30M | 23.02% | +134.5K | +612.0% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 101.5K | $29.37M | 21.61% | +96.7K | +1,994.4% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 23.7K | $8.38M | 6.17% | +15.4K | +184.6% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 22.1K | $8.26M | 6.07% | +17.3K | +357.4% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 32.5K | $7.74M | 5.7% | +22.8K | +234.7% | Added | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 12.0K | $4.28M | 3.15% | +9,959 | +493.3% | Added | 0% |
| 7 | MA Mastercard Inc | Financial Services | 7,864 | $4.04M | 2.97% | +7,864 | – | New | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 10.3K | $3.88M | 2.85% | +7,761 | +310.3% | Added | 0% |
| 9 | UNP Union Pacific Corp | Industrials | 11.0K | $3.00M | 2.21% | +11.0K | – | New | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 9,039 | $2.96M | 2.18% | +9,039 | – | New | 0% |
| 11 | NSC Norfolk Southern Corp | Industrials | 7,854 | $2.47M | 1.82% | +7,854 | – | New | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 2,545 | $2.38M | 1.75% | +2,545 | – | New | 0% |
| 13 | GS Goldman Sachs Group Inc | Financial Services | 2,200 | $2.23M | 1.64% | +2,200 | – | New | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 1,787 | $2.14M | 1.58% | +1,787 | – | New | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 2,571 | $1.49M | 1.1% | +2,571 | – | New | 0% |
Tip. Select a row to see that position’s full history at Yukon Wealth Management.
As of its Q2 2026 13F filing, Yukon Wealth Management, Inc.’s five largest positions were Nvidia Corp (NVDA) at 23.0%, Apple Inc. (AAPL) at 21.6%, Alphabet Inc. (GOOG) at 6.2%, Microsoft Corp (MSFT) at 6.1%, Amazon Com Inc (AMZN) at 5.7% of the reported portfolio.
Yukon Wealth Management, Inc. reported a 13F portfolio worth $135.96M across 55 positions for Q2 2026. That is up 770.3% from the previous quarter.
Its largest purchases by value were Apple Inc. ($27.97M), Nvidia Corp ($26.90M), Microsoft Corp ($6.45M). It opened 38 new positions.
From the Form 13F-HR reports Yukon Wealth Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.