13F Insight
DOSSIER · 13F-HR · Q1 2026

Elk River Wealth Management, LLC

$602M in tracked AUM across 99 positions as of Q1 2026.

ER
CIK 0001844107 · last filed Mar 31, 2026
Total AUM
$602M
as of Q1 2026
Holdings
99
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Elk River Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SDY
SPDR SERIES TRUST
$62M423K10.2%02
IJR
ISHARES TR
$42M336K6.9%03
RSP
INVESCO EXCHANGE TRADED FD T
$38M196K6.2%04
IVV
ISHARES TR
$32M50K5.4%05
JIRE
J P MORGAN EXCHANGE TRADED F
$28M372K4.7%06
AAPL
APPLE INC
$26M103K4.4%07
GOOGL
ALPHABET INC
$26M90K4.3%08
AVGO
BROADCOM INC
$25M81K4.1%09
VLUE
ISHARES TR
$24M171K4.0%10
MSFT
MICROSOFT CORP
$19M51K3.1%

Filing history

2026Q1Mar 31
$602M▼ 3.2%
99 positionsView →2025Q4Dec 31
$622M▼ 0.3%
103 positionsView →2025Q3Sep 30
$624M▲ 7.4%
101 positionsView →2025Q2Jun 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 positionsLocked2023Q2Jun 30
$467M▲ 6.0%
108 positionsLocked
Showing 12 of 22