Yukon-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "AVGO",
  "LOW",
  "ETG",
  "EVT",
  "PDI",
  "HD",
  null,
  "UNP",
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "IJR",
  "EFG",
  "OKE",
  null,
  null,
  "PNC",
  "IEMG",
  "IVV",
  "IYR",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "LMT",
  "PG",
  "MRK",
  "SPGI",
  "SPDW",
  null,
  "SPYG",
  "SPLG",
  "VO",
  "AVXL",
  null,
  null,
  "VIG",
  null,
  "VYM",
  "ATO",
  "AMD",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "VLO",
  "VFH",
  "VBR",
  "V",
  "WMT",
  "WFC",
  "SCHD",
  "DVY",
  "NSC",
  null,
  null,
  "MTUM",
  null,
  "GEV",
  "MCK",
  null,
  "SPYV",
  null,
  "ESGU",
  "BRK-B",
  null,
  "CL",
  "COST",
  "CSX",
  "EFA",
  "USMV",
  "QQQ",
  "IWM",
  "EPD",
  "GOOG",
  "JNJ",
  "LLY",
  "NFLX",
  "PM",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 102
Total Value: 240863277
Accession Number: 0001085146-25-002388
Form Type: 13F-HR
CIK: yukon-wealth-management
Manager Name: Yukon-Wealth-Management

Data Enrichment

75% identified

77 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $240.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288620

Shares:23.9K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$240.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$240.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.1K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$240.9M)

81369Y803

XLK|81369Y803

Shares:5.5K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$240.9M)

464287291

Shares:14.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$240.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:12.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$240.9M)

Broadcom Inc.

AVGO|11135F101

Shares:6.3K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$240.9M)

464287226

Shares:10.3K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$240.9M)

464287721

Shares:6.9K

Value:$966.6K

% of Portfolio:0.4% ($966.6K/$240.9M)

46432F396

MTUM|46432F396

Shares:4.4K

Value:$879.5K

% of Portfolio:0.4% ($879.5K/$240.9M)

464287465

EFA|464287465

Shares:10.6K

Value:$868.0K

% of Portfolio:0.4% ($868.0K/$240.9M)

92204A405

VFH|92204A405

Shares:7.3K

Value:$866.3K

% of Portfolio:0.4% ($866.3K/$240.9M)

ONEOK INC /NEW/

OKE|682680103

Shares:8.5K

Value:$845.3K

% of Portfolio:0.4% ($845.3K/$240.9M)

922908611

VBR|922908611

Shares:4.5K

Value:$835.1K

% of Portfolio:0.3% ($835.1K/$240.9M)

464288448

Shares:24.7K

Value:$764.7K

% of Portfolio:0.3% ($764.7K/$240.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.5K

Value:$741.4K

% of Portfolio:0.3% ($741.4K/$240.9M)

MCKESSON CORP

MCK|58155Q103

Shares:1.1K

Value:$716.7K

% of Portfolio:0.3% ($716.7K/$240.9M)

46429B697

USMV|46429B697

Shares:7.5K

Value:$705.8K

% of Portfolio:0.3% ($705.8K/$240.9M)

464287804

IJR|464287804

Shares:6.6K

Value:$685.8K

% of Portfolio:0.3% ($685.8K/$240.9M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:19.7K

Value:$672.7K

% of Portfolio:0.3% ($672.7K/$240.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288620)✕	23.9K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$240.9M)	QoQ- YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.2K	QoQ- YoY-	All Managers (Combined)	$1.2M	0.5% ($1.2M/$240.9M)	QoQ- YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.1K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.5% ($1.1M/$240.9M)	QoQ- YoY-
(XLKcusip81369Y803)	5.5K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.5% ($1.1M/$240.9M)	QoQ- YoY-
(cusip464287291)✕	14.2K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$240.9M)	QoQ- YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	12.5K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$240.9M)	QoQ- YoY-
Broadcom Inc.(AVGOcusip11135F101)	6.3K	QoQ- YoY-	All Managers (Combined)	$1.1M	0.4% ($1.1M/$240.9M)	QoQ- YoY-
(cusip464287226)✕	10.3K	QoQ- YoY-	All Managers (Combined)	$1.0M	0.4% ($1.0M/$240.9M)	QoQ- YoY-
(cusip464287721)✕	6.9K	QoQ- YoY-	All Managers (Combined)	$966.6K	0.4% ($966.6K/$240.9M)	QoQ- YoY-
(MTUMcusip46432F396)	4.4K	QoQ- YoY-	All Managers (Combined)	$879.5K	0.4% ($879.5K/$240.9M)	QoQ- YoY-
(EFAcusip464287465)	10.6K	QoQ- YoY-	All Managers (Combined)	$868.0K	0.4% ($868.0K/$240.9M)	QoQ- YoY-
(VFHcusip92204A405)	7.3K	QoQ- YoY-	All Managers (Combined)	$866.3K	0.4% ($866.3K/$240.9M)	QoQ- YoY-
ONEOK INC /NEW/(OKEcusip682680103)	8.5K	QoQ- YoY-	All Managers (Combined)	$845.3K	0.4% ($845.3K/$240.9M)	QoQ- YoY-
(VBRcusip922908611)	4.5K	QoQ- YoY-	All Managers (Combined)	$835.1K	0.3% ($835.1K/$240.9M)	QoQ- YoY-
(cusip464288448)✕	24.7K	QoQ- YoY-	All Managers (Combined)	$764.7K	0.3% ($764.7K/$240.9M)	QoQ- YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	4.5K	QoQ- YoY-	All Managers (Combined)	$741.4K	0.3% ($741.4K/$240.9M)	QoQ- YoY-
MCKESSON CORP(MCKcusip58155Q103)	1.1K	QoQ- YoY-	All Managers (Combined)	$716.7K	0.3% ($716.7K/$240.9M)	QoQ- YoY-
(USMVcusip46429B697)	7.5K	QoQ- YoY-	All Managers (Combined)	$705.8K	0.3% ($705.8K/$240.9M)	QoQ- YoY-
(IJRcusip464287804)	6.6K	QoQ- YoY-	All Managers (Combined)	$685.8K	0.3% ($685.8K/$240.9M)	QoQ- YoY-
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	19.7K	QoQ- YoY-	All Managers (Combined)	$672.7K	0.3% ($672.7K/$240.9M)	QoQ- YoY-