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Portfolio (Quarterly) Guide ↗

Elk River Wealth Management LLC

· CIK 0001844107
13F Portfolio $602.2B AUM 99 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 19 Added 35 Reduced 8 Exited
Page 5 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DVY ISHARES TR 2,471.0 $374K 0.06% $151.41 -0.3%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 2,217.0 $370K 0.06% +217.0 +10.8% $166.81 +15.0%
83 IWF ISHARES TR 861.0 $367K 0.06% $426.40 -70.8%
84 COF CAPITAL ONE FINL CORP Financial Services 2,005.0 $366K 0.06% $182.44 +1.8%
85 IBB ISHARES TR 1,990.0 $336K 0.06% $168.85 -1.2%
86 CSCO CISCO SYS INC Technology 4,073.0 $316K 0.05% +80.0 +2.0% $77.59 +48.9%
87 NVS NOVARTIS AG Healthcare 2,060.0 $315K 0.05% $152.75 -2.0%
88 IWD ISHARES TR 1,429.0 $305K 0.05% -233.0 -14.0% $213.67 +8.7%
89 IWM ISHARES TR 1,220.0 $303K 0.05% -89.0 -6.8% $248.08 +11.9%
90 SPY STATE STR SPDR S&P 500 ETF T Financial Services 462.0 $301K 0.05% -48.0 -9.4% $652.39 +13.3%
91 VEA VANGUARD TAX-MANAGED FDS 4,274.0 $274K 0.04% $64.08 +7.8%
92 SITM SITIME CORP Technology 785.0 $271K 0.04% $345.35 +137.5%
93 CFR CULLEN FROST BANKERS INC Financial Services 1,963.0 $269K 0.04% $137.08 -1.7%
94 HACK AMPLIFY ETF TR 3,500.0 $263K 0.04% $75.09 +17.9%
95 PEP PEPSICO INC Consumer Defensive 1,690.0 $262K 0.04% $155.29 -4.3%
96 EFA ISHARES TR 2,675.0 $260K 0.04% $97.13 +4.7%
97 WFC WELLS FARGO & CO Financial Services 2,938.0 $234K 0.04% +138.0 +4.9% $79.61 -7.3%
98 DFAC DIMENSIONAL ETF TRUST 5,411.0 $210K 0.04% -250.0 -4.4% $38.86 +10.6%
99 FTEC FIDELITY COVINGTON TRUST 966.0 $201K 0.03% -50.0 -4.9% $208.05 +30.0%
Page 5 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 17.4%
Consumer Cyclical 13.2%
Communication Services 9.0%
Healthcare 7.7%
Consumer Defensive 7.7%
Industrials 7.4%
Energy 3.6%
Utilities 2.6%
Basic Materials 1.1%