Notify me when Elk River Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 103 | $604,376,358 | +$9,385,835 | -$17,337,749 | -$7,951,914 | SDY, IJR, RSP, IVV, GOOGL | 13F-HR | 06 Feb 2026, 12:18 |
| Q3 2025 | 101 | $623,936,205 | +$15,747,835 | -$14,455,642 | +$1,292,193 | SDY, IJR, RSP, IVV, AVGO | 13F-HR | 23 Oct 2025, 15:06 |
| Q2 2025 | 98 | $581,194,980 | +$19,888,869 | -$10,643,987 | +$9,244,882 | SDY, RSP, IJR, IVV, AVGO | 13F-HR | 11 Jul 2025, 08:42 |
| Q1 2025 | 93 | $534,207,828 | +$20,070,742 | -$17,651,278 | +$2,419,464 | SDY, RSP, IJR, IVV, AAPL | 13F-HR | 11 Apr 2025, 10:02 |
| Q4 2024 | 99 | $552,266,658 | +$21,646,742 | -$15,727,788 | +$5,918,954 | SDY, IJR, RSP, IVV, AAPL | 13F-HR | 03 Feb 2025, 07:52 |
| Q3 2024 | 97 | $549,776,857 | +$31,416,349 | -$4,121,008 | +$27,295,341 | SDY, IJR, RSP, IVV, AAPL | 13F-HR | 11 Oct 2024, 16:17 |
| Q2 2024 | 93 | $511,036,017 | +$28,975,795 | -$15,416,555 | +$13,559,240 | SDY, IJR, RSP, IVV, MSFT | 13F-HR | 31 Jul 2024, 16:07 |
| Q1 2024 | 97 | $491,718,398 | +$32,764,095 | -$93,261,163 | -$60,497,068 | SDY, IJR, RSP, IVV, MSFT | 13F-HR | 15 Apr 2024, 12:00 |
| Q4 2023 | 110 | $520,381,372 | +$21,518,470 | -$9,994,108 | +$11,524,362 | SDY, IJR, RSP, IVV, AAPL | 13F-HR | 18 Jan 2024, 10:26 |
| Q3 2023 | 104 | $452,003,226 | +$9,603,390 | -$6,136,603 | +$3,466,787 | SDY, IJR, RSP, IVV, AAPL | 13F-HR | 10 Oct 2023, 10:55 |
| Q2 2023 | 108 | $467,081,935 | +$9,045,895 | -$14,724,904 | -$5,679,009 | SDY, IJR, RSP, IVV, AAPL | 13F-HR | 17 Jul 2023, 09:42 |
| Q1 2023 | 108 | $440,611,457 | +$26,085,866 | -$19,096,384 | +$6,989,482 | SDY, IJR, RSP, IVV, AAPL | 13F-HR | 12 Apr 2023, 12:03 |
| Q4 2022 | 108 | $413,070,687 | +$20,258,026 | -$13,084,923 | +$7,173,103 | SDY, RSP, IJR, IVV, AAPL | Restatement | 19 Jan 2023, 18:18 |
| Q3 2022 | 98 | $378,809,000 | +$41,570,878 | -$27,074,578 | +$14,496,300 | SDY, IJR, RSP, AAPL, IVV | 13F-HR | 14 Oct 2022, 20:36 |
| Q2 2022 | 106 | $395,454,000 | +$25,489,900 | -$9,829,601 | +$15,660,299 | SDY, RSP, IJR, AAPL, IVV | 13F-HR | 11 Jul 2022, 18:27 |
| Q1 2022 | 117 | $457,804,000 | +$64,020,401 | -$16,201,709 | +$47,818,692 | SDY, RSP, AAPL, IJR, IVV | 13F-HR | 18 Apr 2022, 09:24 |
| Q4 2021 | 128 | $439,173,000 | +$19,631,056 | -$19,902,002 | -$270,946 | RSP, SDY, IJR, AAPL, IVV | Restatement | 10 Feb 2022, 18:24 |
| Q3 2021 | 122 | $395,357,000 | +$21,919,495 | -$14,213,251 | +$7,706,244 | RSP, SDY, IJR, IVV, AAPL | 13F-HR | 15 Nov 2021, 06:14 |
| Q2 2021 | 124 | $386,056,000 | +$14,088,579 | -$3,723,597 | +$10,364,982 | RSP, SDY, IJR, IVV, AAPL | 13F-HR | 22 Jul 2021, 14:28 |
| Q1 2021 | 123 | $351,193,000 | +$43,105,231 | -$9,137,786 | +$33,967,445 | RSP, SDY, IJR, IVV, AAPL | 13F-HR | 27 Apr 2021, 07:13 |
| Q4 2020 | 119 | $302,588,000 | $0 | $0 | $0 | RSP, SDY, AAPL, IVV, IJR | 13F-HR | 08 Feb 2021, 09:51 |