Elk River Wealth Management LLC - Portfolio overview

Elk River Wealth Management LLC has 105 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SDY - SPDR SERIES TRUST, 10.07%
2. IJR - ISHARES TR, 6.81%
3. RSP - INVESCO EXCHANGE TRADED FD T, 6.13%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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