account_balance
Investment manager · 13F filer · SEC CIK 1844107
Elk River Wealth Management LLC
Reported value$628Mas of Jun 30, 2026
Positions103 6 new, 2 sold out
Top 10 weight52.6%SDY alone is 9%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SDYSPDR Series Trust
9.0%Trimmed −12%
IJRiShares Tr
6.9%Trimmed −13%
RSPInvesco Exchange Traded Fd T
5.9%Trimmed −11%
IVViShares Tr
5.2%Trimmed −12%
GOOGLAlphabet Inc.
4.7%Trimmed −8%
VLUEiShares Tr
4.6%Trimmed −15%
AVGOBroadcom Inc.
4.5%Trimmed −7%
AAPLApple Inc.
4.5%Trimmed −6%
JIREJ P Morgan Exchange Traded F
4.2%Trimmed −13%
AMZNAmazon.com Inc
3.0%−8%
MSFTMicrosoft Corp
2.8%−7%
APHAmphenol Corp
2.7%−8%
SDYSPDR Series Trust
9.0%Trimmed −12%
IJRiShares Tr
6.9%Trimmed −13%
RSPInvesco Exchange Traded Fd T
5.9%−11%
IVViShares Tr
5.2%−12%
GOOGLAlphabet Inc.
4.7%−8%
VLUEiShares Tr
4.6%
AVGOBroadcom Inc.
4.5%
AAPLApple Inc.
4.5%
JIREJ P Morgan Exchange Traded F
4.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SDY SPDR Series Trust 9.0% Trimmed −12%
IJR iShares Tr 6.9% Trimmed −13%
RSP Invesco Exchange Traded Fd T 5.9% Trimmed −11%
IVV iShares Tr 5.2% Trimmed −12%
GOOGL Alphabet Inc. 4.7% Trimmed −8%VLUE iShares Tr 4.6% Trimmed −15%
AVGO Broadcom Inc. 4.5% Trimmed −7%AAPL Apple Inc. 4.5% Trimmed −6%JIRE J P Morgan Exchange Traded F 4.2% Trimmed −13%
AMZN Amazon.com Inc 3.0% Trimmed −8%MSFT Microsoft Corp 2.8% Trimmed −7%APH Amphenol Corp 2.7% Trimmed −8%What changed
Biggest moves since Mar 31, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.