Elk River Wealth Management, LLC
Q2 2025 13F Holdings
- Locationdenver, CO
- Num holdings
98
- Value ($000)
$581,195
- Date Filed07/11/2025
- Form type13F-HR
- CIK0001844107
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $56.07M | 10 % | 413,123 | ||
RSP INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $35.87M | 6 % | 197,355 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $35.79M | 6 % | 327,502 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.70M | 6 % | 51,050 | ||
AVGO BROADCOM INC | COM | 11135F101 | $29.19M | 5 % | 105,898 | ||
JIRE J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $26.05M | 5 % | 368,118 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.94M | 5 % | 52,153 | ||
AAPL APPLE INC | COM | 037833100 | $21.53M | 4 % | 104,950 | ||
VLUE ISHARES TR | MSCI USA VALUE | 46432F388 | $19.60M | 3 % | 173,169 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $17.00M | 3 % | 96,464 |
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