Elk River Wealth Management, LLC Portfolio Holdings
Elk River Wealth Management, LLC
- $608 Million
- Q3 2025
Elk River Wealth Management, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $608 Million distributed in 101 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 $58.6M, Ishares Core S&P Sm Cap ETF with a value of $39.7M, Invesco S&P 500 Equal Weight E with a value of $37.7M, Ishares Core S&P 500 ETF with a value of $34.4M, and Broadcom Inc. with a value of $28.4M.
Examining the 13F form we can see an increase of $39.2M in the current position value, from $569M to 608M.
Below you can find more details about Elk River Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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