Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Elk River Wealth Management, LLC

Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001951757-26-000383

Total Value
$622.0M
Positions
103
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (103)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A763421,724$58.5M9.40%
2ISHARES TR464287804333,090$39.9M6.42%
3INVESCO EXCHANGE TRADED FD TIVZ197,518$37.7M6.06%
4ISHARES TR46428720050,092$34.2M5.49%
5ALPHABET INCGOOG88,904$27.8M4.47%
6BROADCOM INCAVGO80,225$27.7M4.46%
7APPLE INCAAPL101,536$27.6M4.44%
8J P MORGAN EXCHANGE TRADED F46641Q134368,322$27.5M4.42%
9MICROSOFT CORPMSFT50,498$24.4M3.92%
10ISHARES TR46432F388171,947$23.4M3.77%
11AMAZON COM INCAMZN733,450$16.9M2.72%
12AMPHENOL CORP NEW032095101103,372$14.0M2.25%
13JPMORGAN CHASE & CO.VYLD42,857$13.8M2.22%
14MASTERCARD INCORPORATEDMA24,130$13.8M2.21%
15COSTCO WHSL CORP NEW22160K10515,244$13.1M2.11%
16PULTE GROUP INC74586710180,904$9.5M1.53%
17PALO ALTO NETWORKS INCPANW50,921$9.4M1.51%
18OREILLY AUTOMOTIVE INC67103H107102,641$9.4M1.50%
19NVIDIA CORPORATIONNVDA49,352$9.2M1.48%
20INTUITINTU13,509$8.9M1.44%
21L3HARRIS TECHNOLOGIES INCLHX30,308$8.9M1.43%
22INTERCONTINENTAL EXCHANGE IN45866F10454,225$8.8M1.41%
23MORGAN STANLEYMS-PQ47,304$8.4M1.35%
24VICTORY PORTFOLIOS II92647X863386,896$8.3M1.34%
25ELI LILLY & COLLY7,521$8.1M1.30%
26EXXON MOBIL CORPXOM66,663$8.0M1.29%
27LOWES COS INC54866110726,756$6.4M1.04%
28HONEYWELL INTL INC43851610632,578$6.3M1.02%
29MONSTER BEVERAGE CORP NEWMNST77,927$6.0M0.96%
30UBER TECHNOLOGIES INCUBER73,063$6.0M0.96%
31HEALTHEQUITY INCHQY64,089$5.9M0.94%
32SELECT SECTOR SPDR TR81369Y80339,667$5.7M0.92%
33THERMO FISHER SCIENTIFIC INCTMO9,044$5.2M0.84%
34TEXAS INSTRS INC88250810429,620$5.1M0.82%
35GOLDMAN SACHS GROUP INCGSCE5,828$5.1M0.82%
36ISHARES TR46428762212,189$4.6M0.73%
37TEXTRON INCTXT52,132$4.5M0.73%
38UNION PAC CORPUNP19,416$4.5M0.72%
39BLACKROCK INCBLK4,106$4.4M0.71%
40ACCENTURE PLC IRELANDACN14,565$3.9M0.63%
41ECOLAB INCECL14,757$3.9M0.62%
42GE VERNOVA INCGEV5,436$3.5M0.57%
43ISHARES TR46432F33914,194$2.8M0.45%
44CHURCH & DWIGHT CO INCCHD29,338$2.5M0.39%
45ZOETIS INCZTS17,183$2.2M0.35%
46VICTORY PORTFOLIOS II92647N53540,869$2.0M0.33%
47SELECT SECTOR SPDR TR81369Y20912,188$1.9M0.30%
48SELECT SECTOR SPDR TR81369Y40714,380$1.7M0.28%
49ISHARES TR46428841413,324$1.4M0.23%
50UNITEDHEALTH GROUP INCUNH3,804$1.3M0.20%
51ABBVIE INCABBV5,210$1.2M0.19%
52ALPHABET INCGOOG3,633$1.1M0.18%
53ISHARES TR46428851313,759$1.1M0.18%
54JOHNSON & JOHNSONJNJ5,148$1.1M0.17%
55BERKSHIRE HATHAWAY INC DELBRK-A2,087$1.0M0.17%
56PROCTER AND GAMBLE CO7427181096,953$996,4340.16%
57VISA INCV2,724$955,3340.15%
58RTX CORPORATIONRTX5,005$917,9170.15%
59INVESCO EXCHANGE TRADED FD TIVZ12,625$888,9200.14%
60CHEVRON CORP NEWCVX5,792$882,7590.14%
61KLA CORPKLAC644$782,5120.13%
62CHIPOTLE MEXICAN GRILL INCCMG205,445$757,1310.12%
63BOK FINL CORP05561Q2015,880$696,5040.11%
64COCA COLA COKO9,900$692,1090.11%
65VANGUARD INDEX FDS9229083631,099$689,2160.11%
66ABBOTT LABSABLZF5,362$671,8050.11%
67ISHARES TR4642875079,952$656,8320.11%
68VANGUARD INDEX FDS9229087512,416$623,2070.10%
69CADENCE DESIGN SYSTEM INCCDNS1,984$620,1590.10%
70WISDOMTREE TRWT5,300$539,6460.09%
71HOME DEPOT INCHD1,472$506,5150.08%
72ILLINOIS TOOL WKS INC4523081091,984$491,8530.08%
73CAPITAL ONE FINL CORP14040H1052,000$484,7200.08%
743M COMMM2,959$473,7360.08%
75MSCI INCMSCI773$443,4930.07%
76PFIZER INCPFE17,772$442,5230.07%
77YUM BRANDS INCYUM2,860$432,6610.07%
78CATERPILLAR INCCAT750$429,6520.07%
79ISHARES TR464287614861$407,5110.07%
80DOORDASH INCDASH1,750$396,3400.06%
81VANGUARD CHARLOTTE FDS92203J4078,182$395,3540.06%
82PEAPACK-GLADSTONE FINL CORP70469910712,900$359,2650.06%
83ISHARES TR4642875981,662$349,5850.06%
84SPDR S&P 500 ETF TRSPY510$348,9200.06%
85ISHARES TR4642871682,471$348,7570.06%
86ISHARES TR4642875561,990$335,8520.05%
87PHILIP MORRIS INTL INC7181721092,000$323,7400.05%
88CISCO SYS INCCSCO3,993$307,5810.05%
89ISHARES TR4642876551,309$304,0080.05%
90NOVARTIS AGNVSEF2,060$284,0120.05%
91AMPLIFY ETF TR0321086643,500$281,2950.05%
92SITIME CORPSITM785$277,2540.04%
93VANGUARD TAX-MANAGED FDS9219438584,274$266,9970.04%
94WELLS FARGO CO NEW9497461012,800$260,9600.04%
95SELECT SECTOR SPDR TR81369Y3083,329$258,5970.04%
96ISHARES TR4642874652,675$256,8800.04%
97CULLEN FROST BANKERS INCCFR-PB1,963$248,5750.04%
98PEPSICO INCPEP1,690$244,9530.04%
99SALESFORCE INCCRM897$237,9970.04%
100FIDELITY COVINGTON TRUST3160928081,016$228,2650.04%
101FIRST TR EXCHANGE-TRADED FD33733E302840$226,1110.04%
102DIMENSIONAL ETF TRUST25434V7085,661$224,1380.04%
103ORACLE CORPORCL-PD1,078$210,1130.03%