Elk River Wealth Management LLC: 13F holdings
CIK 18441072026Q2
| Positions | 103 |
|---|---|
| Reported value | $627.7m |
| Filed | 2026-08-12 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SDY SPDR SERIES TRUST | 371,018 | $56.5m | 9.0% |
| IJR ISHARES TR | 292,377 | $43.4m | 6.9% |
| RSP INVESCO EXCHANGE TRADED FD T | 174,613 | $37.2m | 5.9% |
| IVV ISHARES TR | 43,782 | $32.8m | 5.2% |
| GOOGL ALPHABET INC | 83,070 | $29.7m | 4.7% |
| VLUE ISHARES TR | 145,290 | $29.0m | 4.6% |
| AVGO BROADCOM INC | 75,125 | $28.4m | 4.5% |
| AAPL APPLE INC | 97,338 | $28.2m | 4.5% |
| JIRE J P MORGAN EXCHANGE TRADED F | 322,334 | $26.6m | 4.2% |
| AMZN AMAZON COM INC | 78,201 | $18.6m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844107")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.