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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
Page 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USTB VICTORY PORTFOLIOS II 35,135.0 $1.8M 0.28% -4K -9.2% $50.62 -0.3%
42 QUAL ISHARES TR 7,843.0 $1.7M 0.27% -4K -34.7% $219.43 +1.7%
43 GOOG ALPHABET INC 3,529.0 $1.2M 0.20% -97.0 -2.7% $353.33
44 PG PROCTER & GAMBLE CO Consumer Defensive 7,843.0 $1.2M 0.18% -60.0 -0.8% $146.64 -1.3%
45 ISRG INTUITIVE SURGICAL INC Healthcare 2,843.0 $1.1M 0.18% -7K -70.8% $397.68 -4.7%
46 MUB ISHARES TR 8,946.0 $963K 0.15% -4K -33.3% $107.62 -2.1%
47 HYG ISHARES TR 9,440.0 $755K 0.12% -3K -23.8% $79.97 -0.5%
48 VOO VANGUARD INDEX FDS 1,088.0 $747K 0.12% -11.0 -1.0% $686.81 +2.5%
49 NFLX NETFLIX INC. Communication Services 10,201.0 $728K 0.12% -32K -75.8% $71.40 +11.5%
50 IJH ISHARES TR 9,035.0 $697K 0.11% -565.0 -5.9% $77.11 -0.4%
51 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 20,111.0 $684K 0.11% -44K -68.5% $34.00 +8.5%
52 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 12,400.0 $587K 0.09% -500.0 -3.9% $47.33 -3.7%
53 SITM SITIME CORP Technology 685.0 $511K 0.08% -100.0 -12.7% $745.56 -17.5%
54 HD HOME DEPOT INC Consumer Cyclical 1,367.0 $482K 0.08% -105.0 -7.1% $352.68 -4.8%
55 MMM 3M CO Industrials 2,932.0 $475K 0.08% -27.0 -0.9% $161.91 +10.5%
56 CSCO CISCO SYS INC Technology 3,986.0 $468K 0.07% -87.0 -2.1% $117.46 -5.5%
57 PFE PFIZER INC Healthcare 17,404.0 $419K 0.07% -368.0 -2.1% $24.08 +16.6%
58 IWM ISHARES TR 1,146.0 $344K 0.06% -74.0 -6.1% $300.45 -0.2%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 430.0 $322K 0.05% -32.0 -6.9% $748.99 +2.2%
60 IWD ISHARES TR 1,135.0 $275K 0.04% -294.0 -20.6% $242.43 +6.1%
Page 3 of 4  ·  62 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 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%