SEC Form 13F

Elk River Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$627,705,571
Positions103

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSDYST STR SP DIV$56,461,532371,018
ISHARES TRIJRCORE S&P SCP ETF$43,362,379292,377
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$37,152,315174,613
ISHARES TRIVVCORE S&P500 ETF$32,788,14643,782
ALPHABET INCGOOGLCAP STK CL A$29,686,72683,070
ISHARES TRVLUEMSCI USA VALUE$29,030,395145,290
BROADCOM INCAVGOCOM$28,378,28975,125
APPLE INCAAPLCOM$28,165,70597,338
J P MORGAN EXCHANGE TRADED FJIREINTRNL RES EQT$26,589,332322,334
AMAZON COM INCAMZNCOM$18,638,44078,201

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page