River Wealth Advisors LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1642570
Institutional-grade research for retail investors

13F Reported Value

$870.8M

Holdings

205

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

River Wealth Advisors LLC disclosed 205 positions worth $870.8M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 5.4% of the equity portfolio. During the quarter the fund opened 4 new positions and exited 4 — including a new stake in $TFC and a full exit from $T. The portfolio is most concentrated in Other (27.2% of disclosed assets). All figures are sourced directly from River Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 1642570.

Sector Allocation

OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

Click any card to unlock

Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of River Wealth Advisors LLC's 205 positions.

Showing top 10 of 205 holdings.

Sector Allocation

Other

$237.2M

Technology

$204.7M

Financials

$138.3M

Industrials

$76.2M

Consumer Discretionary

$59.3M

Healthcare

$45.6M

Consumer Staples

$28.0M

Materials

$23.0M

Full Holdings — River Wealth Advisors LLC (Q1 2026)

All 205 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1AAPL$AAPLApple Inc.$46.8M5.4%-1%76.1
2ISHARES TR$43.8M5.0%+5%
3NVDA$NVDANVIDIA CORP$38.0M4.4%+0%90.2
4MSFT$MSFTMICROSOFT CORP$31.2M3.6%+4%83.7
5ISHARES TR$31.0M3.6%-9%
6GOOG$GOOGAlphabet Inc.$29.3M3.4%-5%80.2
7VANGUARD INTL EQUITY INDEX F$24.6M2.8%+32%
8ISHARES TR$24.0M2.8%-12%
9IVZ$IVZInvesco Ltd.$23.9M2.7%-12%
10SPDR SERIES TRUST$21.7M2.5%+1%
11ISHARES TR$20.6M2.4%-4%
12JPM$JPMJPMORGAN CHASE & CO$20.3M2.3%+0%35.6
13AMZN$AMZNAMAZON COM INC$18.3M2.1%+2%74.6
14V$VVISA INC.$16.2M1.9%+1%83.5
15ACN$ACNAccenture plc$15.1M1.7%+13%
16ISHARES INC$14.6M1.7%+44%
17TMUS$TMUST-Mobile US, Inc.$14.3M1.6%+4%72.7
18COR$CORCencora, Inc.$13.4M1.5%-3%59.6
19ETN$ETNEaton Corp plc$13.3M1.5%+2%
20TJX$TJXTJX COMPANIES INC /DE/$13.2M1.5%+14%70.7
21BAC$BACBANK OF AMERICA CORP /DE/$12.9M1.5%+2%68.4
22CB$CBChubb Ltd$12.3M1.4%+3%
23MRK$MRKMerck & Co., Inc.$11.2M1.3%-1%70.9
24LLY$LLYELI LILLY & Co$11.1M1.3%-5%89.3
25LRCX$LRCXLAM RESEARCH CORP$10.7M1.2%-7%82.4
26TTWO$TTWOTAKE TWO INTERACTIVE SOFTWARE INC$10.2M1.2%+10%47.2
27PEP$PEPPEPSICO INC$9.5M1.1%-1%62.7
28SYK$SYKSTRYKER CORP$9.0M1.0%+21%69.8
29BLK$BLKBlackRock, Inc.$8.4M1.0%+6%70.3
30WMT$WMTWalmart Inc.$8.0M0.9%+1%63.2
31WM$WMWASTE MANAGEMENT INC$7.7M0.9%+9%70.7
32CMG$CMGCHIPOTLE MEXICAN GRILL INC$7.6M0.9%+10%72.9
33DE$DEDEERE & CO$7.1M0.8%-3%57.4
34COST$COSTCOSTCO WHOLESALE CORP /NEW$6.8M0.8%-3%67
35CAT$CATCATERPILLAR INC$6.7M0.8%+24%67.8
36NOW$NOWServiceNow, Inc.$6.5M0.7%+34%76
37CRM$CRMSalesforce, Inc.$6.1M0.7%-1%75.2
38GOOGL$GOOGLAlphabet Inc.$6.1M0.7%-2%80.2
39CVX$CVXCHEVRON CORP$6.0M0.7%-18%54.7
40TT$TTTrane Technologies plc$5.9M0.7%-1%
41MA$MAMastercard Inc$5.4M0.6%-2%81.7
42XOM$XOMEXXON MOBIL CORP$5.3M0.6%-10%61.8
43FCX$FCXFREEPORT-MCMORAN INC$5.2M0.6%-2%73.1
44ISHARES TR$5.2M0.6%-5%
45ORCL$ORCLORACLE CORP$5.1M0.6%-2%67.2
46CEG$CEGConstellation Energy Corp$5.0M0.6%+1%62.5
47CSL$CSLCARLISLE COMPANIES INC$5.0M0.6%-7%65
48IVZ$IVZInvesco Ltd.$4.9M0.6%NEW
49TRGP$TRGPTarga Resources Corp.$4.9M0.6%-26%70
50AMGN$AMGNAMGEN INC$4.7M0.5%-3%79.5
51CCJ$CCJCAMECO CORP$4.6M0.5%-2%
52ISHARES TR$4.1M0.5%-1%
53TTEK$TTEKTETRA TECH INC$4.0M0.5%-9%63
54DLR$DLRDIGITAL REALTY TRUST, INC.$4.0M0.5%+2%70.2
55RTX$RTXRTX Corp$3.9M0.5%-1%70
56ISHARES TR$3.8M0.4%-1%
57QQQ$QQQINVESCO QQQ TRUST, SERIES 1$3.7M0.4%-1%
58TEL$TELTE Connectivity plc$3.6M0.4%-1%
59APD$APDAir Products & Chemicals, Inc.$3.6M0.4%-5%41.2
60PH$PHParker-Hannifin Corp$3.5M0.4%-2%73.8
61JNJ$JNJJOHNSON & JOHNSON$3.3M0.4%-3%72.8
62COF$COFCAPITAL ONE FINANCIAL CORP$3.2M0.4%-4%71
63PHM$PHMPULTEGROUP INC/MI/$3.2M0.4%-3%65.1
64VANGUARD INDEX FDS$3.1M0.4%-7%
65PEG$PEGPUBLIC SERVICE ENTERPRISE GROUP INC$3.0M0.3%+14%74.6
66PNC$PNCPNC FINANCIAL SERVICES GROUP, INC.$3.0M0.3%-2%70.9
67ABBV$ABBVAbbVie Inc.$3.0M0.3%-8%59.3
68SCHWAB STRATEGIC TR$2.8M0.3%-4%
69LIN$LINLINDE PLC$2.7M0.3%-4%
70GS$GSGOLDMAN SACHS GROUP INC$2.7M0.3%-3%
71LOW$LOWLOWES COMPANIES INC$2.6M0.3%-2%63.5
72HD$HDHOME DEPOT, INC.$2.4M0.3%-2%69.2
73VANGUARD INDEX FDS$2.3M0.3%-2%
74ISHARES TR$2.3M0.3%+0%
75META$METAMeta Platforms, Inc.$2.3M0.3%+2%80.9
76SPY$SPYSPDR S&P 500 ETF TRUST$2.2M0.3%-7%
77PSX$PSXPhillips 66$2.2M0.3%-12%47.6
78IVZ$IVZInvesco Ltd.$1.9M0.2%+38%
79VANGUARD INDEX FDS$1.9M0.2%-8%
80ISHARES TR$1.8M0.2%-5%
81IVZ$IVZInvesco Ltd.$1.8M0.2%+44%
82COP$COPCONOCOPHILLIPS$1.7M0.2%-20%74.8
83TMO$TMOTHERMO FISHER SCIENTIFIC INC.$1.7M0.2%-7%63.7
84MRSH$MRSHMARSH & MCLENNAN COMPANIES, INC.$1.6M0.2%-5%71.5
85BRK.B$BRK.BBERKSHIRE HATHAWAY INC$1.6M0.2%-9%64.5
86VANGUARD INDEX FDS$1.6M0.2%-1%
87PG$PGPROCTER & GAMBLE Co$1.6M0.2%-6%72.9
88IVZ$IVZInvesco Ltd.$1.5M0.2%+107%
89ISHARES TR$1.5M0.2%-2%
90IVZ$IVZInvesco Ltd.$1.5M0.2%+6%
91IVZ$IVZInvesco Ltd.$1.5M0.2%+3%
92DHR$DHRDANAHER CORP /DE/$1.4M0.2%-3%63.9
93IVZ$IVZInvesco Ltd.$1.4M0.2%+10%
94IVZ$IVZInvesco Ltd.$1.4M0.2%+5%
95AVGO$AVGOBroadcom Inc.$1.4M0.2%+2%86.4
96SELECT SECTOR SPDR TR$1.3M0.1%-4%
97IVZ$IVZInvesco Ltd.$1.3M0.1%-28%
98SELECT SECTOR SPDR TR$1.3M0.1%-9%
99KRNY$KRNYKearny Financial Corp.$1.3M0.1%+0%
100HON$HONHONEYWELL INTERNATIONAL INC$1.2M0.1%-3%65.7
101MCK$MCKMCKESSON CORP$1.2M0.1%+1%63.7
102ISHARES TR$1.2M0.1%-2%
103IVZ$IVZInvesco Ltd.$1.2M0.1%-46%
104SPGI$SPGIS&P Global Inc.$1.1M0.1%-1%79.4
105VANGUARD INDEX FDS$1.1M0.1%+13%
106ELV$ELVElevance Health, Inc.$1.0M0.1%-13%59.4
107ISHARES TR$1.0M0.1%-9%
108RY$RYROYAL BANK OF CANADA$1.0M0.1%-2%
109DHI$DHIHORTON D R INC /DE/$1.0M0.1%-6%54.6
110VANGUARD INDEX FDS$948,9370.1%-9%
111ALLE$ALLEAllegion plc$944,7060.1%-5%
112NSC$NSCNORFOLK SOUTHERN CORP$920,4090.1%+0%70.8
113CSCO$CSCOCISCO SYSTEMS, INC.$914,6740.1%+2%72.3
114VANGUARD INDEX FDS$906,7120.1%-7%
115TSLA$TSLATesla, Inc.$893,5950.1%-7%50.1
116INVESCO EXCH TRD SLF IDX FD$859,5420.1%+328%
117ISHARES TR$855,8460.1%+0%
118HSY$HSYHERSHEY CO$853,6320.1%+0%59.4
119QCOM$QCOMQUALCOMM INC/DE$794,3160.1%-14%81.9
120VANGUARD TAX-MANAGED FDS$785,1090.1%+1%
121GD$GDGENERAL DYNAMICS CORP$767,1020.1%-0%73
122IR$IRIngersoll Rand Inc.$764,2650.1%-3%55.4
123PLD$PLDPrologis, Inc.$762,0320.1%-17%67.5
124WFC$WFCWELLS FARGO & COMPANY/MN$755,8270.1%+3%
125ITW$ITWILLINOIS TOOL WORKS INC$755,1950.1%+0%71.2
126BA$BABOEING CO$751,4310.1%-1%51.8
127FDX$FDXFEDEX CORP$730,1690.1%-3%60.3
128ADP$ADPAUTOMATIC DATA PROCESSING INC$729,5270.1%+5%77.9
129TOL$TOLToll Brothers, Inc.$728,6140.1%+0%68.3
130CL$CLCOLGATE PALMOLIVE CO$723,4070.1%-7%72.4
131ISHARES INC$722,0470.1%+0%
132TRV$TRVTRAVELERS COMPANIES, INC.$718,5700.1%+3%71.5
133VANGUARD INTL EQUITY INDEX F$703,6770.1%+0%
134NEE$NEENEXTERA ENERGY INC$653,5050.1%+2%71.7
135UL$ULUNILEVER PLC$652,1360.1%-8%
136AMAT$AMATAPPLIED MATERIALS INC /DE$651,9660.1%+1%74.8
137MDY$MDYSPDR S&P MIDCAP 400 ETF TRUST$638,9640.1%-12%
138NFLX$NFLXNETFLIX INC$631,0330.1%-2%86.7
139ARW$ARWARROW ELECTRONICS, INC.$627,4190.1%+0%51.4
140SO$SOSOUTHERN CO$615,5050.1%-1%65.1
141CI$CICigna Group$613,2810.1%-4%66.8
142KO$KOCOCA COLA CO$603,0010.1%-1%74
143ISHARES TR$585,6470.1%-14%
144FIDELITY COVINGTON TRUST$564,9420.1%+1%
145ISHARES TR$557,6750.1%+1%
146ABT$ABTABBOTT LABORATORIES$547,0490.1%-1%67
147ISHARES TR$541,1020.1%+15%
148MOG-A$MOG-AMOOG INC.$526,7520.1%+0%66.2
149DIS$DISWalt Disney Co$511,4420.1%-7%68.9
150VANGUARD WORLD FD$511,2260.1%+0%
151VANGUARD WHITEHALL FDS$501,5290.1%+0%
152CARR$CARRCARRIER GLOBAL Corp$479,6570.1%-5%61.5
153TM$TMTOYOTA MOTOR CORP/$477,5110.1%-3%
154MS$MSMORGAN STANLEY$468,2020.1%+0%
155PPL$PPLPPL Corp$467,4510.1%-8%70.3
156AGQ$AGQProShares Trust II$458,7190.1%+0%
157VANGUARD INDEX FDS$456,1240.1%-1%
158FITB$FITBFIFTH THIRD BANCORP$452,2890.1%-4%
159MTB$MTBM&T BANK CORP$440,9340.1%-4%64.1
160KMB$KMBKIMBERLY CLARK CORP$426,2280.1%-3%61.7
161MPC$MPCMarathon Petroleum Corp$420,0950.1%-3%50.7
162SPDR SERIES TRUST$419,4320.1%+0%
163UNP$UNPUNION PACIFIC CORP$402,1510.1%-0%74
164VANGUARD WORLD FD$379,6290.0%+15%
165TFC$TFCTRUIST FINANCIAL CORP$370,3700.0%NEW
166SCHW$SCHWSCHWAB CHARLES CORP$362,9780.0%-11%77.2
167VANGUARD WORLD FD$362,1170.0%+0%
168LMT$LMTLOCKHEED MARTIN CORP$361,4260.0%-1%65
169MCD$MCDMCDONALDS CORP$350,5720.0%-4%73.9
170BMY$BMYBRISTOL MYERS SQUIBB CO$349,2430.0%+0%70.1
171MAS$MASMASCO CORP /DE/$336,8990.0%-11%59.9
172DIMENSIONAL ETF TRUST$332,7420.0%+0%
173SELECT SECTOR SPDR TR$324,0070.0%-3%
174DGX$DGXQUEST DIAGNOSTICS INC$321,1360.0%-5%69.1
175CMI$CMICUMMINS INC$314,7420.0%-12%58.9
176SCHWAB STRATEGIC TR$306,6370.0%-11%
177SELECT SECTOR SPDR TR$302,7470.0%-3%
178FIDELITY COVINGTON TRUST$302,1410.0%+5%
179PPG$PPGPPG INDUSTRIES INC$299,7450.0%-5%57.1
180TXN$TXNTEXAS INSTRUMENTS INC$299,0910.0%-16%70.4
181TROW$TROWPRICE T ROWE GROUP INC$281,2950.0%-11%75.8
182ISHARES TR$270,9310.0%+0%
183MO$MOALTRIA GROUP, INC.$267,0620.0%-9%72.1
184LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$265,7660.0%+0%66.5
185UNH$UNHUNITEDHEALTH GROUP INC$263,5550.0%-7%66.8
186FIDELITY COMWLTH TR$256,4290.0%+0%
187FIDELITY COVINGTON TRUST$254,0000.0%+0%
188VZ$VZVERIZON COMMUNICATIONS INC$253,4950.0%-6%71.6
189NUE$NUENUCOR CORP$251,0260.0%-6%58.9
190PAYX$PAYXPAYCHEX INC$250,8430.0%+0%75.1
191SCHWAB STRATEGIC TR$245,1290.0%-57%
192AVY$AVYAvery Dennison Corp$236,5720.0%-2%62.9
193PROSHARES TR$235,4920.0%+0%
194AON$AONAon plc$226,2690.0%+0%
195IAU$IAUISHARES GOLD TRUST$225,2490.0%NEW
196AMP$AMPAMERIPRISE FINANCIAL INC$223,5340.0%+1%70.2
197ISRG$ISRGINTUITIVE SURGICAL INC$220,8150.0%-40%81.4
198ISHARES TR$220,7890.0%+0%
199EMR$EMREMERSON ELECTRIC CO$210,9130.0%-5%65.9
200VANGUARD WORLD FD$206,8160.0%+0%
201CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$206,5920.0%-8%59.8
202PLTR$PLTRPalantir Technologies Inc.$204,3540.0%+5%85.8
203ETR$ETRENTERGY CORP /DE/$202,9230.0%NEW65.1
204AME$AMEAMETEK INC/$200,8560.0%NEW74.2
205JPC$JPCNuveen Preferred & Income Opportunities Fund$110,7480.0%+0%

New Positions (4)

TFC$TFC TRUIST FINANCIAL CORP$370,370
IAU$IAU ISHARES GOLD TRUST$225,249
ETR$ETR ENTERGY CORP /DE/$202,923
AME$AME AMETEK INC/$200,856

Exited Positions (4)

T$T AT&T INC.
AJG$AJG Arthur J. Gallagher & Co.
BRO$BRO BROWN & BROWN, INC.
BX$BX Blackstone Inc.

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

to search all 8,700+ institutional filers.

Available Analysis

13F Pro tracks comprehensive institutional data for River Wealth Advisors LLC including:

Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights

Track River Wealth Advisors LLC's Full Portfolio

See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for River Wealth Advisors LLC and 8,700+ other institutional investors.

View Pricing

Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

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 a 32-signal AI quality ranking (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.