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Portfolio (Quarterly) Guide ↗

Elk River Wealth Management LLC

· CIK 0001844107
13F Portfolio $622M AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 103 New
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA CORP Technology 644.0 $783K 0.13% NEW $1215.08 +55.8%
62 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 205,445.0 $757K 0.12% NEW $3.69 +785.9%
63 BOKF BOK FINL CORP Financial Services 5,880.0 $697K 0.11% NEW $118.45 +6.7%
64 KO COCA COLA CO Consumer Defensive 9,900.0 $692K 0.11% NEW $69.91 +15.1%
65 VOO VANGUARD INDEX FDS 1,099.0 $689K 0.11% NEW $627.13 +8.3%
66 ABT ABBOTT LABS Healthcare 5,362.0 $672K 0.11% NEW $125.29 -32.6%
67 IJH ISHARES TR 9,952.0 $657K 0.11% NEW $66.00 +9.4%
68 VB VANGUARD INDEX FDS 2,416.0 $623K 0.10% NEW $257.95 +9.3%
69 CDNS CADENCE DESIGN SYSTEM INC Technology 1,984.0 $620K 0.10% NEW $312.58 +11.1%
70 DHS WISDOMTREE TR 5,300.0 $540K 0.09% NEW $101.82 +8.6%
71 HD HOME DEPOT INC Consumer Cyclical 1,472.0 $507K 0.08% NEW $344.10 -11.6%
72 ITW ILLINOIS TOOL WKS INC Industrials 1,984.0 $492K 0.08% NEW $247.91 +1.2%
73 COF CAPITAL ONE FINL CORP Financial Services 2,000.0 $485K 0.08% NEW $242.36 -23.3%
74 MMM 3M CO Industrials 2,959.0 $474K 0.08% NEW $160.10 -9.4%
75 MSCI MSCI INC Financial Services 773.0 $443K 0.07% NEW $573.73 -0.7%
76 PFE PFIZER INC Healthcare 17,772.0 $443K 0.07% NEW $24.90 +3.4%
77 YUM YUM BRANDS INC Consumer Cyclical 2,860.0 $433K 0.07% NEW $151.28 -0.4%
78 CAT CATERPILLAR INC Industrials 750.0 $430K 0.07% NEW $572.87 +55.1%
79 IWF ISHARES TR 861.0 $408K 0.07% NEW $473.30 -73.7%
80 DASH DOORDASH INC Communication Services 1,750.0 $396K 0.06% NEW $226.48 -32.1%
Page 4 of 6  ·  103 positions

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 38.2%
Financial Services 16.0%
Consumer Cyclical 12.1%
Communication Services 8.1%
Industrials 7.3%
Healthcare 7.2%
Consumer Defensive 6.6%
Energy 2.5%
Basic Materials 1.1%
Utilities 1.0%