Long-term investor
Elk River Wealth Management LLC @elkriverwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844107).
Record
- Tracked since 2025-12-31 (261 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.8%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SDY · 9.0% · long · since 2025-12-31
- IJR · 6.9% · long · since 2025-12-31
- RSP · 5.9% · long · since 2025-12-31
- IVV · 5.2% · long · since 2025-12-31
- GOOGL · 4.7% · long · since 2025-12-31
- VLUE · 4.6% · long · since 2025-12-31
- AVGO · 4.5% · long · since 2025-12-31
- AAPL · 4.5% · long · since 2025-12-31
- JIRE · 4.2% · long · since 2025-12-31
- AMZN · 3.0% · long · since 2025-12-31
- MSFT · 2.8% · long · since 2025-12-31
- APH · 2.7% · long · since 2025-12-31