StockDriftsStockDriftsTop 50 Elk River Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SERIES TRUST | 8.99% | 371.0K | $56.5M | -12.19%(-51.51K) | $114.39(+37.53%) | 2026-06-30 | |
| IJR | ISHARES TR | 6.91% | 292.4K | $43.4M | -12.86%(-43.14K) | $96.69(+55.09%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.92% | 174.6K | $37.2M | -10.78%(-21.09K) | $131.35(+68.83%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.22% | 43.8K | $32.8M | -11.82%(-5.87K) | $393.19(+98.10%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.73% | 83.1K | $29.7M | -7.55%(-6.78K) | $93.84(+267.35%) | 2026-06-30 | |
| VLUE | ISHARES TR | 4.62% | 145.3K | $29.0M | -15.15%(-25.94K) | $102.73(+98.65%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.52% | 75.1K | $28.4M | -6.94%(-5.61K) | $47.92(+721.72%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.49% | 97.3K | $28.2M | -5.80%(-5.99K) | $142.67(+114.04%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 4.24% | 322.3K | $26.6M | -13.29%(-49.39K) | $61.25(+39.90%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.97% | 78.2K | $18.6M | -7.67%(-6.49K) | $217.89(+20.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.00% | +64.30% | +10.30% | +63.28% |
| Top 20 Holdings Unweighted | +19.18% | +69.27% | +11.59% | +73.03% |
Elk River Wealth Management LLC reports $627.71M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are SDY (9.0%), IJR (6.9%) and RSP (5.9%). The top 20 holdings account for 72.62% of reported assets. Its disclosed equity book has returned +64.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Elk River Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1844107). View Elk River Wealth Management LLC’s 13F filings on SEC