Elk River Wealth Management LLC
Top Portfolio Positions
66 positions ·
$350,942,425 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
103,328 | $26,223,613 | 7.47% |
| GOOGL |
Alphabet Inc.
Communication Services
|
89,852 | $25,837,841 | 7.36% |
| AVGO |
Broadcom Inc.
Technology
|
80,731 | $24,987,051 | 7.12% |
| MSFT |
Microsoft Corp
Technology
|
50,609 | $18,733,933 | 5.34% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
84,694 | $17,639,219 | 5.03% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
15,133 | $15,078,975 | 4.30% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
44,621 | $13,125,713 | 3.74% |
| APH |
Amphenol Corp /De/
Technology
|
103,063 | $13,022,010 | 3.71% |
| MA |
Mastercard Inc
Financial Services
|
23,781 | $11,882,414 | 3.39% |
| XOM |
Exxon Mobil Corp
Energy
|
65,801 | $11,163,797 | 3.18% |
Holdings in PGC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $454,209 | 12,900 | Shares | Sole | 2026-04-17 | |
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