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Portfolio (Quarterly) Guide ↗

Elk River Wealth Management LLC

· CIK 0001844107
13F Portfolio $628M AUM 103 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 6 Added 62 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLK SELECT SECTOR SPDR TR 35,035.0 $6.7M 1.06% +5K +17.4% $190.52 -3.8%
2 UBER UBER TECHNOLOGIES INC Technology 69,240.0 $5.0M 0.80% +39K +128.2% $72.16 +9.2%
3 XLV SELECT SECTOR SPDR TR 21,131.0 $3.4M 0.53% +17K +396.1% $158.66 +10.1%
4 KLAC KLA CORP Technology 6,440.0 $1.9M 0.31% +6K +900.0% $301.71 -39.0%
5 IWF ISHARES TR 3,444.0 $428K 0.07% +3K +300.0% $124.17 -1.4%
6 VEA VANGUARD TAX-MANAGED FDS 4,383.0 $312K 0.05% +109.0 +2.5% $71.25 +3.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.8%
Financial Services 16.3%
Consumer Cyclical 11.7%
Communication Services 8.5%
Consumer Defensive 7.1%
Healthcare 6.9%
Industrials 5.1%
Utilities 3.1%
Energy 2.6%
Basic Materials 1.0%