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.
Portfolio value
$608 Million
ETFs: $242 Million
Technology: $145 Million
Financial Services: $54.4 Million
Consumer Cyclical: $49.5 Million
Industrials: $27.7 Million
Healthcare: $25.7 Million
Communication Services: $25 Million
Consumer Defensive: $25 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
