Elk River Wealth Management LLC
Elk River Wealth Management LLC reported 103 positions worth $627.7M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SDY (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SDY | SH | $56.5M | 8.99% | 371,018 | — | — | |
| ▸ 2 | IJR | SH | $43.4M | 6.91% | 292,377 | — | — | |
| ▸ 3 | RSP | SH | $37.2M | 5.92% | 174,613 | — | — | |
| ▸ 4 | IVV | SH | $32.8M | 5.22% | 43,782 | — | — | |
| ▸ 5 | GOOGL | SH | $29.7M | 4.73% | 83,070 | — | — | |
| ▸ 6 | VLUE | SH | $29.0M | 4.62% | 145,290 | — | — | |
| ▸ 7 | AVGO | SH | $28.4M | 4.52% | 75,125 | — | — | |
| ▸ 8 | AAPL | SH | $28.2M | 4.49% | 97,338 | — | — | |
| ▸ 9 | JIRE | SH | $26.6M | 4.24% | 322,334 | — | — | |
| ▸ 10 | AMZN | SH | $18.6M | 2.97% | 78,201 | — | — |
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Frequently Asked Questions
What stocks does Elk River Wealth Management LLC hold as of Q2 2026?
Elk River Wealth Management LLC reported 103 positions worth $627.7M in its Q2 2026 13F filing. Largest positions: SDY (9.0%), IJR (6.9%), RSP (5.9%), IVV (5.2%) and GOOGL (4.7%).
What did Elk River Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Elk River Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.