Elk River Wealth Management, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $569 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Divide with a value of $56.1M, Invesco S&P 500 Equal Weight E with a value of $35.9M, Ishares Core S&P Sm Cap ETF with a value of $35.8M, Ishares Core S&P 500 ETF with a value of $31.7M, and Broadcom Inc. with a value of $29.2M.
Examining the 13F form we can see an increase of $47M in the current position value, from $522M to 569M.
Below you can find more details about Elk River Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$569 Million
ETFs: $229 Million
Technology: $134 Million
Financial Services: $49 Million
Consumer Cyclical: $46 Million
Healthcare: $26.6 Million
Industrials: $26.4 Million
Consumer Defensive: $26.2 Million
Communication Services: $18.6 Million
Other: $12.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
