Elk River Wealth Management, LLC
Q3 2025 13F Holdings
- Locationdenver, CO
- Num holdings
101
- Value ($000)
$623,936
- Date Filed 10/23/2025
- Form type13F-HR
- CIK 0001844107
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
K SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | $58.60M | 9 % | 418,417 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $39.74M | 6 % | 334,430 | ||
R INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | $37.67M | 6 % | 198,585 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $34.45M | 6 % | 51,468 | ||
A BROADCOM INC | COM | 11135F101 | $28.43M | 5 % | 86,165 | ||
J J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | 46641Q134 | $27.35M | 4 % | 371,923 | ||
M MICROSOFT CORP | COM | 594918104 | $26.78M | 4 % | 51,710 | ||
A APPLE INC | COM | 037833100 | $26.54M | 4 % | 104,215 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $23.12M | 4 % | 95,097 | ||
V ISHARES TR | MSCI USA VALUE | 46432F388 | $21.83M | 4 % | 174,598 |
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