Elk River Wealth Management, LLC — 13F holdings

Elk River Wealth Management, LLC reported 103 holdings worth $628M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. SDY SPDR SERIES TRUST — $56.5M (9.0%)
  2. IJR ISHARES TR — $43.4M (6.9%)
  3. RSP INVESCO EXCHANGE TRADED FD T — $37.2M (5.9%)
  4. IVV ISHARES TR — $32.8M (5.2%)
  5. GOOGL ALPHABET INC — $29.7M (4.7%)
  6. VLUE ISHARES TR — $29.0M (4.6%)
  7. AVGO BROADCOM INC — $28.4M (4.5%)
  8. AAPL APPLE INC — $28.2M (4.5%)
  9. JIRE J P MORGAN EXCHANGE TRADED F — $26.6M (4.2%)
  10. AMZN AMAZON COM INC — $18.6M (3.0%)