Elk River Wealth Management, LLC has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $522 Million distributed in 93 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 $55.1M, Invesco S&P 500 Equal Weight E with a value of $33.7M, Ishares Core S&P Sm Cap ETF with a value of $33.5M, Ishares Core S&P 500 ETF with a value of $28.5M, and J P Morgan Exchg Traded Fd Tr with a value of $23.5M.
Examining the 13F form we can see an decrease of $19M in the current position value, from $541M to 522M.
Below you can find more details about Elk River Wealth Management, LLC portfolio as well as his latest detailed transactions.
