§ 13F · FUND PROFILE
Elk River Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $581.2T (13F)Positions · 98Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SDY | SPDR SERIES TRUST | 422K | $58.5T | 9.4% | +1% |
| 2 | IJR | ISHARES TR | 333K | $39.9T | 6.4% | ±0% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 198K | $37.7T | 6.1% | −1% |
| 4 | IVV | ISHARES TR | 50K | $34.2T | 5.5% | −3% |
| 5 | GOOGL | ALPHABET INC | 89K | $27.8T | 4.5% | −7% |
| 6 | AVGO | BROADCOM INC | 80K | $27.7T | 4.5% | −7% |
| 7 | AAPL | APPLE INC | 102K | $27.6T | 4.4% | −3% |
| 8 | JIRE | J P MORGAN EXCHANGE TRADED F | 368K | $27.5T | 4.4% | −1% |
| 9 | MSFT | MICROSOFT CORP | 50K | $24.4T | 3.9% | −2% |
| 10 | VLUE | ISHARES TR | 172K | $23.4T | 3.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELK SIGNAL
AC read
Elk River Wealth Management, LLC is a Other fund managing $581195.0 trillion in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed