Yukon Wealth Management, Inc.
Yukon Wealth Management, Inc. is a fee-based Registered Investment Adviser headquartered in Overland Park, Kansas. Founded in 1993 by John Robert Hanahan, who continues to serve as President, the firm provides comprehensive and customized wealth management, financial planning, and investment advisory services. Yukon serves high-net-worth individuals and families, utilizing experienced professionals to develop tactical plans based on client-specific objectives. The firm sustains a boutique, client-focused environment with a commitment to fiduciary standards and has been consistently recognized for quality in its market.
Investment Strategy
Yukon Wealth Management employs a manager-of-managers approach that emphasizes personalized asset allocation based on individual client goals, risk tolerance, and financial circumstances. The firm devises tailored investment policy statements and conducts manager searches to select appropriate third-party portfolio managers, using both active and passive investment vehicles across equities, fixed income, and alternative investments. Yukon’s philosophy is centered on disciplined diversification, regular portfolio monitoring, and proactive rebalancing to align with client objectives while managing risk.
Top Holdings
Equity Positions (117)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 9.42% | $26.3M | 42,394 | $572.78 | $620.90 | +$6.9M |
N NVDA | NVIDIA CORPORATION | 8.40% | $23.5M | 148,562 | $109.24 | $157.99 | +$7.7M |
D DVY | ISHARES TR | 8.19% | $22.9M | 172,307 | $134.18 | $132.81 | +$1.5M |
A AAPL | APPLE INC | 7.02% | $19.6M | 95,700 | $221.91 | $205.17 | -$1.3M |
S SCHD | SCHWAB STRATEGIC TR | 4.60% | $12.9M | 485,603 | $27.83 | $26.50 | +$472.8K |