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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 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 YUM YUM BRANDS INC Consumer Cyclical 2,860.0 $457K 0.07% $159.86 -4.3%
82 MSCI MSCI INC Financial Services 773.0 $433K 0.07% $560.04 +0.6%
83 IWF ISHARES TR 3,444.0 $428K 0.07% +3K +300.0% $124.17 -1.4%
84 PFE PFIZER INC Healthcare 17,404.0 $419K 0.07% -368.0 -2.1% $24.08 +16.6%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 2,217.0 $404K 0.06% $182.38 +3.2%
86 COF CAPITAL ONE FINL CORP Financial Services 2,005.0 $402K 0.06% $200.63 +8.6%
87 DVY ISHARES TR 2,471.0 $386K 0.06% $156.30 +5.0%
88 IBB ISHARES TR 1,990.0 $378K 0.06% $190.19 +12.3%
89 HACK AMPLIFY ETF TR 3,500.0 $367K 0.06% $104.93 +6.4%
90 SPACE EXPLORATION TECHN CORP 2,102.0 $359K 0.06% NEW $170.86
91 IWM ISHARES TR 1,146.0 $344K 0.06% -74.0 -6.1% $300.45 -0.2%
92 NVS NOVARTIS AG Healthcare 2,060.0 $323K 0.05% $156.72 +1.4%
93 SPY STATE STR SPDR S&P 500 ETF T Financial Services 430.0 $322K 0.05% -32.0 -6.9% $748.99 +2.2%
94 VEA VANGUARD TAX-MANAGED FDS 4,383.0 $312K 0.05% +109.0 +2.5% $71.25 +3.0%
95 CFR CULLEN FROST BANKERS INC Financial Services 1,963.0 $303K 0.05% $154.52 +6.3%
96 EFA ISHARES TR 2,675.0 $278K 0.04% $103.88 +4.2%
97 FTEC FIDELITY COVINGTON TRUST 966.0 $276K 0.04% $285.58 -1.0%
98 IWD ISHARES TR 1,135.0 $275K 0.04% -294.0 -20.6% $242.43 +6.1%
99 DFAC DIMENSIONAL ETF TRUST 5,256.0 $233K 0.04% -155.0 -2.9% $44.36 +2.8%
100 PEP PEPSICO INC Consumer Defensive 1,690.0 $229K 0.04% $135.40 +6.0%
Page 5 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 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%