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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 $627,705,571
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 371,018 $56,461,532 8.99%
2.
Ishares Trust
 IEF 292,377 $43,362,379 6.91%
3.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 174,613 $37,152,315 5.92%
4.
Ishares Trust
 IEF 43,782 $32,788,146 5.22%
5.
Alphabet Inc.
 GOOGL 83,070 $29,686,726 4.73%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.