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John R. Hanahan

Yukon Wealth Management, Inc.

Assets Managed
$167.52M
Holdings
79
Last Quarter
2026 - Q1
Filed Date
2mo 28d ago
Growth Rate
-3.45%(2Q avg: -23.28%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Yukon Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Yukon Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 167.52M in assets, with a quarterly growth rate of -3.45% and a 2-quarter average growth rate of -23.28%. The portfolio is managed by John R. Hanahan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 0.74%
14.53%
$24.324M
37,238 shares@ $653.22 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Decreased -2.01%
11.6%
$19.428M
128,315 shares@ $151.42 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -3.96%
5.98%
$10.008M
326,191 shares@ $30.68 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 1.35%
4.43%
$7.406M
34,436 shares@ $215.07 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Decreased -0.41%
4.31%
$7.206M
156,007 shares@ $46.19 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -0.18%
3.56%
$5.954M
42,100 shares@ $141.43 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 1.59%
3.4%
$5.695M
124,761 shares@ $45.66 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.36%
3.33%
$5.573M
39,125 shares@ $142.43 avg price
EFV
Ishares Msci Eafe Value Etf
Recent Activity
Increased 0.21%
2.8%
$4.678M
62,922 shares@ $74.36 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 12.6%
2.63%
$4.39M
59,616 shares@ $73.64 avg price

1-10 of 79