Arkolith/Funds/Elk River Wealth Management LLC

Elk River Wealth Management LLC

CIK 1844107Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Elk River Wealth Management LLC holds a focused book of 103 stocks worth $627.7M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Honeywell Intl Inc and trimmed SS SPDR S&P Dividend ETF. Their largest long position is SS SPDR S&P Dividend ETF at 9% of the equity book.

Opened
7
bought for the first time
Added to
6
already held, bought more
Trimmed
65
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
53%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

56% mapped to company sectors

ETF / fund or unclassified
44%
Information Technology
29%
Financials
9%
Consumer Discretionary
8%
Industrials
5%
Health Care
3%
Consumer Staples
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Elk River Wealth Management LLC

Manager / fundShared namesTheir $ in those
Steward Partners Investment Advisory, LLC80 / 80$6.5B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC79 / 80$15.9B
ASSETMARK, INC79 / 80$12.6B
Integrated Wealth Concepts LLC79 / 80$3.6B
Merit Financial Group, LLC79 / 80$3.4B
Arax Advisory Partners79 / 80$3.2B
JPMORGAN CHASE & CO78 / 80$546.4B
WELLS FARGO & COMPANY/MN78 / 80$167.3B

Ranked by how many of Elk River Wealth Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

103 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR SP DIV
$56.5M371.0K
9.0%
−12%
Reduced · −52K sh
2Ishares TR
CORE S&P SCP ETF
$43.4M292.4K
6.9%
−13%
Reduced · −43K sh
3Invesco Exchange Traded FD T
S&P500 EQL WGT
$37.2M174.6K
5.9%
−11%
Reduced · −21K sh
4Ishares TR
CORE S&P500 ETF
$32.8M43.8K
5.2%
−12%
Reduced · −6K sh
5Alphabet Inc
CAP STK CL A
$29.7M83.1K
4.7%
−7.5%
Reduced · −7K sh
6Ishares TR
MSCI USA VALUE
$29.0M145.3K
4.6%
−15%
Reduced · −26K sh
7Broadcom Inc
COM
$28.4M75.1K
4.5%
−6.9%
Reduced · −6K sh
8Apple Inc
COM
$28.2M97.3K
4.5%
−5.8%
Reduced · −6K sh
9J P Morgan Exchange Traded F
INTRNL RES EQT
$26.6M322.3K
4.2%
−13%
Reduced · −49K sh
10Amazon Com Inc
COM
$18.6M78.2K
3.0%
−7.7%
Reduced · −6K sh
11Microsoft Corp
COM
$17.6M47.1K
2.8%
−7.0%
Reduced · −4K sh
12Amphenol Corp
CL A
$16.8M95.0K
2.7%
−7.8%
Reduced · −8K sh
13Palo Alto Networks Inc
COM
$15.7M46.0K
2.5%
−9.0%
Reduced · −5K sh
14JPMorgan Chase & Co
COM
$13.3M40.7K
2.1%
−8.8%
Reduced · −4K sh
15Costco Wholesale Corporation
COM
$13.0M13.9K
2.1%
−7.9%
Reduced · −1K sh
16Mastercard Incorporated
CL A
$11.2M21.9K
1.8%
−8.1%
Reduced · −2K sh
17Ge Vernova Inc
COM
$10.9M9.3K
1.7%
−7.2%
Reduced · −722 sh
18Nvidia Corporation
COM
$9.5M47.7K
1.5%
−3.3%
Reduced · −2K sh
19Oreilly Automotive Inc
COM
$8.8M95.5K
1.4%
−7.3%
Reduced · −8K sh
20Eli Lilly & Co
COM
$8.7M7.3K
1.4%
−7.7%
Reduced · −610 sh
21Morgan Stanley
COM NEW
$8.6M41.3K
1.4%
−9.0%
Reduced · −4K sh
22Exxon Mobil Corp
COM
$8.2M60.0K
1.3%
−8.8%
Reduced · −6K sh
23Texas Instrs Inc
COM
$8.1M27.3K
1.3%
−7.7%
Reduced · −2K sh
24Pulte Group Inc
COM
$7.3M53.4K
1.2%
−9.2%
Reduced · −5K sh
25Victory Portfolios II
CORE PLUS BD ETF
$7.1M329.0K
1.1%
−8.9%
Reduced · −32K sh
26Monster Beverage Corp New
COM
$6.8M70.3K
1.1%
−9.1%
Reduced · −7K sh
27Select Sector SPDR TR
ST STR TECHN ETF
$6.7M35.0K
1.1%
+17%
Added · +5K sh
28PNC Finl Svcs Group Inc
COM
$6.2M25.2K
1.0%
−19%
Reduced · −6K sh
29Intercontinental Exchange In
COM
$6.1M49.2K
1.0%
−9.4%
Reduced · −5K sh
30L3harris Technologies Inc
COM
$5.9M20.2K
0.9%
−9.4%
Reduced · −2K sh
31Lowes Cos Inc
COM
$5.4M24.4K
0.9%
−8.4%
Reduced · −2K sh
32Goldman Sachs Group Inc
COM
$5.2M5.1K
0.8%
−5.8%
Reduced · −316 sh
33Healthequity Inc
COM
$5.2M57.4K
0.8%
−8.3%
Reduced · −5K sh
34Uber Technologies Inc
COM
$5.0M69.2K
0.8%
+128%
Added · +39K sh
35Union Pac Corp
COM
$5.0M18.3K
0.8%
−7.1%
Reduced · −1K sh
36Ishares TR
RUS 1000 ETF
$4.4M10.7K
0.7%
−10%
Reduced · −1K sh
37Textron Inc
COM
$4.3M47.0K
0.7%
−9.1%
Reduced · −5K sh
38Thermo Fisher Scientific Inc
COM
$4.1M8.1K
0.7%
−9.7%
Reduced · −870 sh
39Ecolab Inc
COM
$3.7M13.3K
0.6%
−9.2%
Reduced · −1K sh
40BlackRock Inc
COM
$3.6M3.7K
0.6%
−8.8%
Reduced · −361 sh
41Select Sector SPDR TR
ST STR CARE ETF
$3.4M21.1K
0.5%
+396%
Added · +17K sh
42Church & Dwight Co Inc
COM
$2.8M28.9K
0.4%
−8.9%
Reduced · −3K sh
43Honeywell Intl Inc
COM
$2.6M11.7K
0.4%
New
New position
44Honeywell Aerospace Inc
COM
$2.6M11.7K
0.4%
New
New position
45Select Sector SPDR TR
ST STR SVC ETF
$2.2M20.3K
0.3%
New
New position
46Intuit
COM
$2.2M8.3K
0.3%
−36%
Reduced · −5K sh
47Kla Corp
COM NEW
$1.9M6.4K
0.3%
10×
Added · +6K sh
48Victory Portfolios II
SHORT TRM BD ETF
$1.8M35.1K
0.3%
−9.2%
Reduced · −4K sh
49Ishares TR
MSCI USA QLT FCT
$1.7M7.8K
0.3%
−35%
Reduced · −4K sh
50Unitedhealth Group Inc
COM
$1.6M3.8K
0.3%
Held
Showing 50 of 103 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026103$627.7M13F-HR
Q1 2026Mar 31, 2026Apr 17, 202699$602.2M13F-HR
Q4 2025Dec 31, 2025Feb 6, 2026103$622.0M13F-HR
Q3 2025Sep 30, 2025Oct 23, 2025101$623.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.