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Home > Institutional Investor > Elk River Wealth Management, Llc > Profile

Instuitional Investor - Elk River Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Elk River Wealth Management, Llc
Portfolio Value $581,194,980
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 413,123 $56,074,125 9.65%
2.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 197,355 $35,867,754 6.17%
3.
Ishares Trust
 IEF 327,502 $35,792,654 6.16%
4.
Ishares Trust
 IEF 51,050 $31,697,147 5.45%
5.
Broadcom Inc.
 AVGO 105,898 $29,190,960 5.02%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)