Yukon Wealth Management, Inc.

RIA/Wealth

Yukon Wealth Management, Inc. is a RIA/Wealth based in Overland Park, KS led by John Robert Hanahan, reporting $392.0M in AUM as of Q3 2025 with 57% ETF concentration and 53% concentrated in top 10 holdings.

PresidentJohn Robert Hanahan

Portfolio Value: $305.0M
Positions: 128
Top Holding: NVDA at 9.14%
Last Reported: Q3 2025

Address15050 Antioch Road, Suite 101, Overland Park, KS, 66221, United States

Top Holdings

Largest long holdings in Yukon Wealth Management, Inc.'s portfolio (53.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$27.9M	9.14%	+$165.3K Bought	0.00% 149.4K shares	Q1 2025 Held for 8 months
2 iShares Core S&P 500 ETF IVV	ETF ETF	$27.8M	9.11%	-$583.6K Sold	— 41.5K shares	Q1 2025 Held for 8 months
3 iShares Select Dividend DVY	ETF ETF	$25.2M	8.27%	+$748.3K Bought	— 177.6K shares	Q1 2025 Held for 8 months
4 Apple AAPL	Consumer Electronics Technology	$24.5M	8.04%	+$143.9K Bought	0.00% 96.3K shares	Q1 2025 Held for 8 months
5 Schwab US Dividend Equity SCHD	ETF ETF	$14.4M	4.71%	+$1.1M Bought	— 526.4K shares	Q1 2025 Held for 8 months
6 Vanguard Dividend Appreciation VIG	Unknown Unknown	$11.1M	3.64%	+$546.2K Bought	— 51.5K shares	Q1 2025 Held for 8 months
7 Microsoft MSFT	Software - Infrastructure Technology	$10.5M	3.43%	+$154.9K Bought	0.00% 20.2K shares	Q1 2025 Held for 8 months
8 Invesco QQQ Trust QQQ	ETF ETF	$7.7M	2.52%	+$9.6K Bought	— 12.8K shares	Q1 2025 Held for 8 months
9 iShares Core Total USD Bond Market IUSB	ETF ETF	$7.2M	2.35%	-$117.8K Sold	— 153.2K shares	Q1 2025 Held for 8 months
10 iShares ESG Aware MSCI USA ETF ESGU	ETF ETF	$7.0M	2.28%	-$133.4K Sold	— 47.8K shares	Q1 2025 Held for 8 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Yukon Wealth Management, Inc.'s latest filing

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Market Value

$305.0M

Prior: $279.5M

Q/Q Change

+9.12%

+$25.5M

Net Flows % of MV

+0.334%

Turnover Ratio

2.64%

New Purchases

15 stocks

$4.2M

Added To

63 stocks

+$4.1M

Sold Out Of

6 stocks

$2.8M

Reduced Holdings

33 stocks

-$4.5M

Increased Positions

Position	Shares Δ	Change
1 Rigetti Computing, Inc. RGTI	New	0 → 17.2K +$513.6K
2 JPIE JPMorgan Income JPIE	New	0 → 8.6K +$399.6K
3 IonQ IONQ	New	0 → 6.2K +$379.6K
4 ETHA iShares Ethereum Trust ETHA	New	0 → 11.8K +$371.9K
5 iShares 0-3 Month Treasury Bond SGOV	New	0 → 3.0K +$300.8K

Decreased Positions

Position	Shares Δ	Change
1 JPMorgan Equity Premium Income JEPI	Sold	20.3K → 0 −$1.2M
2 Atmos Energy ATO	Sold	3.5K → 0 −$539.7K
3 BlackRock Short Duration Bond NEAR	Sold	10.1K → 0 −$515.8K
4 IAU iShares Gold Trust IAU	Sold	4.5K → 0 −$278.6K
5 Invesco Senior Loan BKLN	Sold	9.6K → 0 −$200.6K