Long-term investor
Yukon Wealth Management, Inc. @yukonwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065849).
Record
- Tracked since 2025-06-30 (434 days), 211 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +10.0% · 1 year +19.6% · all +19.6%
- Max drawdown -3.7% · Sharpe 1.08 · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 9.5% · long · since 2025-06-30
- NVDA · 9.0% · long · since 2025-06-30
- AAPL · 8.4% · long · since 2025-06-30
- DVY · 7.8% · long · since 2025-06-30
- SCHD · 4.5% · long · since 2025-06-30
- VIG · 3.6% · long · since 2025-06-30
- 46090E103 · 2.7% · long · since 2025-06-30
- ITOT · 2.4% · long · since 2025-06-30
- GOOG · 2.4% · long · since 2025-06-30
- MSFT · 2.4% · long · since 2025-06-30
- AMZN · 2.2% · long · since 2025-06-30
- ESGU · 2.1% · long · since 2025-06-30