13F Insight
DOSSIER · 13F-HR · Q2 2026

Elk River Wealth Management, LLC

$628M in tracked AUM across 103 positions as of Q2 2026.

ER
CIK 0001844107 · last filed Jun 30, 2026
Total AUM
$628M
as of Q2 2026
Holdings
103
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Elk River Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SDY
SPDR SERIES TRUST
$56M371K9.0%02
IJR
ISHARES TR
$43M292K6.9%03
RSP
INVESCO EXCHANGE TRADED FD T
$37M175K5.9%04
IVV
ISHARES TR
$33M44K5.2%05
GOOGL
ALPHABET INC
$30M83K4.7%06
VLUE
ISHARES TR
$29M145K4.6%07
AVGO
BROADCOM INC
$28M75K4.5%08
AAPL
APPLE INC
$28M97K4.5%09
JIRE
J P MORGAN EXCHANGE TRADED F
$27M322K4.2%10
AMZN
AMAZON COM INC
$19M78K3.0%

Filing history

2026Q2Jun 30
$628M▲ 4.2%
103 positionsView →2026Q1Mar 31
$602M▼ 3.2%
99 positionsView →2025Q4Dec 31
$622M▼ 0.3%
103 positionsView →2025Q3Sep 30
$624M▲ 7.4%
101 positionsLocked2025Q2Jun 30
$581M▲ 8.8%
98 positionsLocked2025Q1Mar 31
$534M▼ 3.3%
93 positionsLocked2024Q4Dec 31
$552M▲ 0.5%
99 positionsLocked2024Q3Sep 30
$550M▲ 7.6%
97 positionsLocked2024Q2Jun 30
$511M▲ 3.9%
93 positionsLocked2024Q1Mar 31
$492M▼ 5.5%
97 positionsLocked2023Q4Dec 31
$520M▲ 15.1%
110 positionsLocked2023Q3Sep 30
$452M▼ 3.2%
104 positionsLocked
Showing 12 of 23