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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 HONEYWELL INTL INC 11,674.0 $2.6M 0.42% NEW $223.89
2 HONEYWELL AEROSPACE INC 11,663.0 $2.6M 0.41% NEW $221.08
3 XLC SELECT SECTOR SPDR TR 20,303.0 $2.2M 0.35% NEW $107.13 +4.0%
4 XLY SELECT SECTOR SPDR TR 10,405.0 $1.2M 0.19% NEW $117.28 +0.6%
5 SPACE EXPLORATION TECHN CORP 2,102.0 $359K 0.06% NEW $170.86
6 FDN FIRST TR EXCHANGE-TRADED FD 800.0 $212K 0.03% NEW $264.72 +8.3%
7 NYXOAH S A 30,306.0 $51K 0.01% NEW $1.69

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%