Elk River Wealth Management LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 627,706
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 103 | 627,706 | 13F-HR | Elk River Wealth Management LLC |
| Q1 2026 | 4/17/2026 | 99 | 602,175 | 13F-HR | Elk River Wealth Management LLC |
| Q4 2025 | 2/6/2026 | 103 | 622,049 | 13F-HR | Elk River Wealth Management LLC |
| Q3 2025 | 10/23/2025 | 101 | 623,936 | 13F-HR | Elk River Wealth Management, LLC |
| Q2 2025 | 7/11/2025 | 98 | 581,195 | 13F-HR | Elk River Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 365.8 K | 58.3% | 22.04 K | 0 | 22.04 K |
| ETFs | 261.9 K | 41.7% | 3.482 K | 0 | 3.482 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
627,706
Holdings
103
QoQ value change ($000)
25,531
(4.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.