River Wealth Advisors LLC
Sector Allocation
- Other28.9%$276.1M
- Technology27.6%$263.9M
- Financials16.1%$153.9M
- Industrials6.2%$58.8M
- Healthcare5.7%$54.2M
- Consumer Discretionary4.5%$42.8M
- Consumer Staples4.2%$40.4M
- Materials2.4%$22.8M
- Energy1.9%$18.2M
- Utilities1.8%$16.9M
AUM History
13fpro.ai/research/fund/river-wealth-advisors-llc-1642570
Conviction and streaks
Concentrating · top 10 = 38.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$54.5M- ISHARES$51.2M
NVDA
$44.9MGOOGL
$37.3M- ISHARES$35.4M
MSFT
$32.8M- VANGUARD$29.0M
IVZ
$28.9M- ISHARES$28.1M
- SPDR$25.7M
- ISHARES$24.2M
LRCX
$23.9MJPM
$22.8MAMZN
$22.1M- ISHARES$18.6M
V
$18.5METN
$15.9MBAC
$15.1MLLY
$14.3MTTWO
$13.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/river-wealth-advisors-llc-1642570
River Wealth Advisors LLC 13F holdings — Q2 2026
$955.7M portfolio (+9.8% QoQ) · 217 holdings · Q2 2026 13F · top 10 are 39% of the stock portfolio
$54.5M
5.7% of stocks
+2%This quarter+11.2%Since filed10+ qtrsHeld- 2
ISHARES TR - RUS MID CAP ETF
$51.2M
5.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— $44.9M
4.7% of stocks
+3%This quarter+1.9%Since filed10+ qtrsHeld$37.3M
3.9% of stocks
+3%This quarter-16.3%Since filed10+ qtrsHeld- 5
ISHARES TR - CORE S&P500 ETF
$35.4M
3.7% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $32.8M
3.4% of stocks
+4%This quarter+8.1%Since filed10+ qtrsHeld- 7
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
$29.0M
3.0% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $28.9M
3.0% of stocks
-2%This quarter-10.8%Since filed8 qtrsHeld- 9
ISHARES TR - US SML CAP EQT
$28.1M
2.9% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SPDR SERIES TRUST - ST STR CONV ETF
$25.7M
2.7% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $54.5M | 5.7% | +2% | +11.2% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | ISHARES TR - RUS MID CAP ETF | $51.2M | 5.3% | +3% | — | — | — | — | |
| 3 | $44.9M | 4.7% | +3% | +1.9% | 10+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $37.3M | 3.9% | +3% | -16.3% | 10+ qtrs | 77.7#61 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - CORE S&P500 ETF | $35.4M | 3.7% | -0.5% | — | — | — | — | |
| 6 | $32.8M | 3.4% | +4% | +8.1% | 10+ qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $29.0M | 3.0% | +6% | — | — | — | — | |
| 8 | $28.9M | 3.0% | -2% | -10.8% | 8 qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - US SML CAP EQT | $28.1M | 2.9% | -0.8% | — | — | — | — | |
| 10 | SPDR SERIES TRUST - ST STR CONV ETF | $25.7M | 2.7% | +0.7% | — | — | — | — |
All holdings — River Wealth Advisors LLC (Q2 2026)
217 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - RUSSELL 2000 ETFetf/fund | — | $24.2M | 2.5% | 81K | -3% | — | — | 13F |
| 12 | LAM RESEARCH CORP | Technology | $23.9M | 2.5% | 55K | +10% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $22.8M | 2.4% | 70K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | AMAZON COM INC | Consumer Discretionary | $22.1M | 2.3% | 93K | +5% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $18.6M | 1.9% | 224K | +7% | — | — | 13F |
| 16 | VISA INC. | Financials | $18.5M | 1.9% | 54K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Eaton Corp plc | Industrials | $15.9M | 1.7% | 37K | +0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BANK OF AMERICA CORP /DE/ | Financials | $15.1M | 1.6% | 265K | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | ELI LILLY & Co | Healthcare | $14.3M | 1.5% | 12K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $13.2M | 1.4% | 53K | +3% | 8 qtrsAdded 8 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Chubb Ltd | Financials | $12.8M | 1.3% | 38K | -0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $12.8M | 1.3% | 84K | +2% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Merck & Co., Inc. | Healthcare | $12.2M | 1.3% | 95K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Cencora, Inc. | Consumer Staples | $11.9M | 1.3% | 42K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CATERPILLAR INC | Industrials | $10.4M | 1.1% | 9,782 | +3% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SYK | STRYKER CORP | Healthcare | $9.2M | 1.0% | 29K | +8% | |||
| 27 | $BLK | BlackRock, Inc. | Financials | $8.5M | 0.9% | 8,848 | +0.9% | |||
| 28 | $PEP | PEPSICO INC | Consumer Staples | $8.4M | 0.9% | 62K | +2% | |||
| 29 | $DE | DEERE & CO | Industrials | $7.8M | 0.8% | 12K | -2% | |||
| 30 | $WM | WASTE MANAGEMENT INC | Utilities | $7.5M | 0.8% | 34K | +0.9% | |||
| 31 | $WMT | Walmart Inc. | Consumer Staples | $7.5M | 0.8% | 66K | +3% | |||
| 32 | $GOOG | Alphabet Inc. | Technology | $7.4M | 0.8% | 21K | -2% | |||
| 33 | $TT | Trane Technologies plc | Technology | $6.9M | 0.7% | 14K | -2% | |||
| 34 | $NOW | ServiceNow, Inc. | Technology | $6.4M | 0.7% | 64K | +4% | |||
| 35 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $6.2M | 0.7% | 6,656 | -2% | |||
| 36 | $AVGO | Broadcom Inc. | Technology | $6.2M | 0.7% | 16K | +271% | |||
| 37 | $IVZ | Invesco Ltd. | Financials | $6.0M | 0.6% | 28K | +9% | |||
| 38 | $FCX | FREEPORT-MCMORAN INC | Materials | $5.5M | 0.6% | 88K | -1% | |||
| 39 | $MA | Mastercard Inc | Financials | $5.4M | 0.6% | 11K | -3% | |||
| 40 | $CSL | CARLISLE COMPANIES INC | Materials | $5.3M | 0.6% | 15K | -3% | |||
| 41 | $TRGP | Targa Resources Corp. | Energy | $5.2M | 0.6% | 19K | +0.3% | |||
| 42 | $ORCL | ORACLE CORP | Technology | $4.9M | 0.5% | 34K | -3% | |||
| 43 | $CVX | CHEVRON CORP | Energy | $4.9M | 0.5% | 29K | +1% | |||
| 44 | $AMGN | AMGEN INC | Healthcare | $4.8M | 0.5% | 13K | -0.6% | |||
| 45 | — | ISHARES TR - 0-5YR INVT GR CP | — | $4.7M | 0.5% | 94K | -9% | |||
| 46 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $4.7M | 0.5% | 6,349 | -0.3% | |||
| 47 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.6M | 0.5% | 60K | -2% | |||
| 48 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $4.4M | 0.5% | 32K | +4% | |||
| 49 | $CEG | Constellation Energy Corp | Utilities | $4.3M | 0.5% | 17K | -3% | |||
| 50 | $CCJ | CAMECO CORP | Materials | $4.3M | 0.5% | 42K | -2% | |||
| 51 | — | ISHARES TR - S&P MC 400VL ETF | — | $4.2M | 0.4% | 28K | -0.7% | |||
| 52 | $DLR | DIGITAL REALTY TRUST, INC. | Real Estate | $4.1M | 0.4% | 23K | +4% | |||
| 53 | $RTX | RTX Corp | Industrials | $3.8M | 0.4% | 20K | -0.5% | |||
| 54 | $PH | Parker-Hannifin Corp | Industrials | $3.7M | 0.4% | 3,824 | -2% | |||
| 55 | $PHM | PULTEGROUP INC/MI/ | Industrials | $3.7M | 0.4% | 27K | -0.5% | |||
| 56 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | — | $3.7M | 0.4% | 15K | -2% | |||
| 57 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $3.5M | 0.4% | 14K | — | |||
| 58 | $APD | Air Products & Chemicals, Inc. | Materials | $3.5M | 0.4% | 12K | -2% | |||
| 59 | $TEL | TE Connectivity plc | Technology | $3.5M | 0.4% | 17K | -0.2% | |||
| 60 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $3.4M | 0.4% | 17K | -2% | |||
| 61 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.4M | 0.4% | 14K | -0.8% | |||
| 62 | $TTEK | TETRA TECH INC | Technology | $3.4M | 0.3% | 116K | -13% | |||
| 63 | $ABBV | AbbVie Inc. | Healthcare | $3.4M | 0.3% | 13K | -3% | |||
| 64 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $3.2M | 0.3% | 40K | +7% | |||
| 65 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.2M | 0.3% | 27K | +131% | |||
| 66 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $3.2M | 0.3% | 86K | -5% | |||
| 67 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.1M | 0.3% | 3,105 | -2% | |||
| 68 | $MRVL | Marvell Technology, Inc. | Technology | $3.1M | 0.3% | 11K | New | |||
| 69 | $LIN | LINDE PLC | Materials | $2.8M | 0.3% | 5,445 | -1% | |||
| 70 | $PANW | Palo Alto Networks Inc | Technology | $2.8M | 0.3% | 8,177 | New | |||
| 71 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $2.7M | 0.3% | 7,482 | -2% | |||
| 72 | — | ISHARES TR - RUS 1000 ETF | — | $2.6M | 0.3% | 6,359 | -0.6% | |||
| 73 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.5M | 0.3% | 7,095 | -1% | |||
| 74 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $2.4M | 0.3% | 11K | -1% | |||
| 75 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.3M | 0.2% | 3,026 | -11% | |||
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.2M | 0.2% | 3,151 | +0.7% | |||
| 77 | — | ISHARES TR - MSCI EMG MKT ETF | — | $2.2M | 0.2% | 31K | -1% | |||
| 78 | $META | Meta Platforms, Inc. | Technology | $2.1M | 0.2% | 3,796 | -5% | |||
| 79 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.0M | 0.2% | 3,970 | +17% | |||
| 80 | $PSX | Phillips 66 | Energy | $2.0M | 0.2% | 12K | -2% | |||
| 81 | $IVZ | Invesco Ltd. | Financials | $1.9M | 0.2% | 93K | -1% | |||
| 82 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.8M | 0.2% | 15K | +1% | |||
| 83 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.7M | 0.2% | 20K | +456% | |||
| 84 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.2% | 83K | -2% | |||
| 85 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.7M | 0.2% | 3,328 | -0.6% | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $1.6M | 0.2% | 8,566 | -11% | |||
| 87 | $KRNY | Kearny Financial Corp. | Financials | $1.6M | 0.2% | 167K | — | |||
| 88 | $IVZ | Invesco Ltd. | Financials | $1.5M | 0.2% | 74K | +0.6% | |||
| 89 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.5M | 0.2% | 10K | -4% | |||
| 90 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.5M | 0.1% | 2,028 | +6% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.1% | 78K | -2% | |||
| 92 | $MRSH | MARSH & MCLENNAN COMPANIES, INC. | Financials | $1.4M | 0.1% | 8,580 | -9% | |||
| 93 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.1% | 70K | -2% | |||
| 94 | $DHR | DANAHER CORP /DE/ | Healthcare | $1.4M | 0.1% | 7,344 | -2% | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.1% | 82K | -0.1% | |||
| 96 | $ELV | Elevance Health, Inc. | Healthcare | $1.3M | 0.1% | 3,439 | -3% | |||
| 97 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.1% | 80K | -3% | |||
| 98 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.1% | 66K | -2% | |||
| 99 | $RY | ROYAL BANK OF CANADA | Financials | $1.3M | 0.1% | 6,264 | -2% | |||
| 100 | $TMUS | T-Mobile US, Inc. | Communication Services | $1.3M | 0.1% | 7,564 | -89% | |||
| 101 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3M | 0.1% | 12K | -2% | |||
| 102 | $COP | CONOCOPHILLIPS | Energy | $1.3M | 0.1% | 12K | -5% | |||
| 103 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.2M | 0.1% | 3,190 | -6% | |||
| 104 | $DHI | HORTON D R INC /DE/ | Industrials | $1.2M | 0.1% | 7,234 | -0.9% | |||
| 105 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.1M | 0.1% | 22K | -0.9% | |||
| 106 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.1M | 0.1% | 3,534 | -2% | |||
| 107 | — | ISHARES TR - SELECT DIVID ETF | — | $1.1M | 0.1% | 6,835 | — | |||
| 108 | $SPGI | S&P Global Inc. | Financials | $1.1M | 0.1% | 2,606 | +0.5% | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $1.1M | 0.1% | 54K | -10% | |||
| 110 | $MCK | MCKESSON CORP | Consumer Staples | $1.0M | 0.1% | 1,383 | -1% | |||
| 111 | $QCOM | QUALCOMM INC/DE | Technology | $1.0M | 0.1% | 5,567 | -10% | |||
| 112 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.0M | 0.1% | 3,207 | — | |||
| 113 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1000K | 0.1% | 2,377 | -1% | |||
| 114 | $NFLX | NETFLIX INC | Communication Services | $976K | 0.1% | 14K | +108% | |||
| 115 | $ARW | ARROW ELECTRONICS, INC. | Technology | $934K | 0.1% | 4,375 | — | |||
| 116 | $AGQ | ProShares Trust II | Financials | $908K | 0.1% | 5,851 | — | |||
| 117 | $ALLE | Allegion plc | Industrials | $895K | 0.1% | 6,369 | -2% | |||
| 118 | $TOL | Toll Brothers, Inc. | Industrials | $880K | 0.1% | 5,339 | — | |||
| 119 | — | ISHARES TR - CORE DIV GRWTH | — | $873K | 0.1% | 12K | -6% | |||
| 120 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $868K | 0.1% | 12K | -0.6% | |||
| 121 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARES | — | $860K | 0.1% | 42K | +0.3% | |||
| 122 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $859K | 0.1% | 25K | -89% | |||
| 123 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $847K | 0.1% | 14K | +9% | |||
| 124 | — | ISHARES INC - MSCI JAPAN ETF | — | $838K | 0.1% | 8,986 | +5% | |||
| 125 | — | VANGUARD INDEX FDS - VALUE ETF | — | $837K | 0.1% | 3,841 | -17% | |||
| 126 | $BA | BOEING CO | Industrials | $817K | 0.1% | 3,775 | — | |||
| 127 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $812K | 0.1% | 2,459 | -0.2% | |||
| 128 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $803K | 0.1% | 3,588 | -0.1% | |||
| 129 | $GD | GENERAL DYNAMICS CORP | Industrials | $789K | 0.1% | 2,227 | -0.4% | |||
| 130 | $MKC | MCCORMICK & CO INC | Consumer Staples | $784K | 0.1% | 16K | New | |||
| 131 | $IR | Ingersoll Rand Inc. | Industrials | $776K | 0.1% | 9,460 | -0.8% | |||
| 132 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $775K | 0.1% | 9,381 | -1% | |||
| 133 | $MOG-A | MOOG INC. | Industrials | $763K | 0.1% | 1,800 | — | |||
| 134 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $754K | 0.1% | 2,786 | -4% | |||
| 135 | $MCD | MCDONALDS CORP | Consumer Discretionary | $753K | 0.1% | 2,784 | +147% | |||
| 136 | $PLD | Prologis, Inc. | Real Estate | $747K | 0.1% | 5,516 | -4% | |||
| 137 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $741K | 0.1% | 2,596 | -4% | |||
| 138 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $740K | 0.1% | 8,068 | -5% | |||
| 139 | $HSY | HERSHEY CO | Consumer Staples | $722K | 0.1% | 4,113 | +0.2% | |||
| 140 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $714K | 0.1% | 1,015 | -2% | |||
| 141 | — | ISHARES TR - CORE S&P SCP ETF | — | $676K | 0.1% | 4,556 | -3% | |||
| 142 | — | ISHARES TR - CORE MSCI EAFE | — | $655K | 0.1% | 6,777 | +10% | |||
| 143 | $UL | UNILEVER PLC | Consumer Staples | $654K | 0.1% | 11K | -5% | |||
| 144 | $FDX | FEDEX CORP | Industrials | $636K | 0.1% | 2,030 | -1.0% | |||
| 145 | $CI | Cigna Group | Healthcare | $634K | 0.1% | 2,299 | — | |||
| 146 | $KO | COCA COLA CO | Consumer Staples | $628K | 0.1% | 7,733 | -2% | |||
| 147 | $CARR | CARRIER GLOBAL Corp | Industrials | $625K | 0.1% | 8,518 | — | |||
| 148 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $614K | 0.1% | 2,744 | -50% | |||
| 149 | $SO | SOUTHERN CO | Utilities | $610K | 0.1% | 6,377 | — | |||
| 150 | $NEE | NEXTERA ENERGY INC | Utilities | $607K | 0.1% | 6,919 | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 56 added to, 115 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$MRVLMarvell Technology, Inc.$3.1M
first bought this quarter
$PANWPalo Alto Networks Inc$2.8M
first bought this quarter
$MKCMCCORMICK & CO INC$784K
first bought this quarter
$HONAHoneywell Aerospace Inc.$607K
first bought this quarter
$INTCINTEL CORP$374K
first bought this quarter
$MUMICRON TECHNOLOGY INC$352K
first bought this quarter
+10 more in the Excel export
Added to (56)
$AVGOBroadcom Inc.+271%
now $6.2M · held 7 qtrs, 7 adds in a row
now $23.9M · held 10+ qtrs
$CSCOCISCO SYSTEMS, INC.+131%
now $3.2M · held 10+ qtrs, 2 adds in a row
- VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US+6%
now $29.0M
- ISHARES TR - RUS MID CAP ETF+3%
now $51.2M
- VANGUARD INDEX FDS - GROWTH ETF+456%
now $1.7M
+50 more in the Excel export
Trimmed (115)
$TMUST-Mobile US, Inc.-89%
now $1.3M · held 10+ qtrs
$ACNAccenture plc-97%
now $250K · held 10+ qtrs
$CMGCHIPOTLE MEXICAN GRILL INC-89%
now $859K · held 8 qtrs
- ISHARES TR - RUSSELL 2000 ETF-3%
now $24.2M
$HONHONEYWELL INTERNATIONAL INC-50%
now $614K · held 10+ qtrs, 3 trims in a row
$TTEKTETRA TECH INC-13%
now $3.4M · held 10+ qtrs, 3 trims in a row
+109 more in the Excel export
Holdings by quarter
Every 13F River Wealth Advisors LLC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of River Wealth Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-3.8%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 12% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
River Wealth Advisors LLC disclosed 217 positions worth $955.7M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 5.7% of the equity portfolio. During the quarter the fund opened 16 new positions and exited 4 — including a new stake in $MRVL and a full exit from $CRM. The portfolio is most concentrated in Other (28.9% of disclosed assets). All figures are sourced directly from River Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1642570.
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AI-Powered Hedge Fund Analysis: River Wealth Advisors LLC
13F Pro is an AI hedge fund tracker and stock research platform. For River Wealth Advisors LLC (SEC CIK: 1642570), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in River Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.