River Wealth Advisors LLC
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.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$46.8M184,513 sh ISHARES TR
—Quality
$43.8M450,160 sh- 90.2#1
Quality
$38.0M217,779 sh - 83.7
Quality
$31.2M84,305 sh ISHARES TR
—Quality
$31.0M47,449 sh- 80.2
Quality
$29.3M101,872 sh VANGUARD INTL EQUITY INDEX F
—Quality
$24.6M327,769 shISHARES TR
—Quality
$24.0M317,974 sh- —
Quality
$23.9M314,190 sh SPDR SERIES TRUST
—Quality
$21.7M237,136 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 76.1#112 | $46.8M | 184,513 | |
| ISHARES TR | — | $43.8M | 450,160 |
| 90.2#1 | $38.0M | 217,779 | |
| 83.7 | $31.2M | 84,305 | |
| ISHARES TR | — | $31.0M | 47,449 |
| 80.2 | $29.3M | 101,872 | |
| VANGUARD INTL EQUITY INDEX F | — | $24.6M | 327,769 |
| ISHARES TR | — | $24.0M | 317,974 |
| — | $23.9M | 314,190 | |
| SPDR SERIES TRUST | — | $21.7M | 237,136 |
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.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | Apple Inc. | $46.8M | 5.4% | -1% | 76.1 | |
| 2 | — | ISHARES TR | $43.8M | 5.0% | +5% | — |
| 3 | NVIDIA CORP | $38.0M | 4.4% | +0% | 90.2 | |
| 4 | MICROSOFT CORP | $31.2M | 3.6% | +4% | 83.7 | |
| 5 | — | ISHARES TR | $31.0M | 3.6% | -9% | — |
| 6 | Alphabet Inc. | $29.3M | 3.4% | -5% | 80.2 | |
| 7 | — | VANGUARD INTL EQUITY INDEX F | $24.6M | 2.8% | +32% | — |
| 8 | — | ISHARES TR | $24.0M | 2.8% | -12% | — |
| 9 | Invesco Ltd. | $23.9M | 2.7% | -12% | — | |
| 10 | — | SPDR SERIES TRUST | $21.7M | 2.5% | +1% | — |
| 11 | — | ISHARES TR | $20.6M | 2.4% | -4% | — |
| 12 | JPMORGAN CHASE & CO | $20.3M | 2.3% | +0% | 35.6 | |
| 13 | AMAZON COM INC | $18.3M | 2.1% | +2% | 74.6 | |
| 14 | VISA INC. | $16.2M | 1.9% | +1% | 83.5 | |
| 15 | Accenture plc | $15.1M | 1.7% | +13% | — | |
| 16 | — | ISHARES INC | $14.6M | 1.7% | +44% | — |
| 17 | T-Mobile US, Inc. | $14.3M | 1.6% | +4% | 72.7 | |
| 18 | Cencora, Inc. | $13.4M | 1.5% | -3% | 59.6 | |
| 19 | Eaton Corp plc | $13.3M | 1.5% | +2% | — | |
| 20 | TJX COMPANIES INC /DE/ | $13.2M | 1.5% | +14% | 70.7 | |
| 21 | BANK OF AMERICA CORP /DE/ | $12.9M | 1.5% | +2% | 68.4 | |
| 22 | Chubb Ltd | $12.3M | 1.4% | +3% | — | |
| 23 | Merck & Co., Inc. | $11.2M | 1.3% | -1% | 70.9 | |
| 24 | ELI LILLY & Co | $11.1M | 1.3% | -5% | 89.3 | |
| 25 | LAM RESEARCH CORP | $10.7M | 1.2% | -7% | 82.4 | |
| 26 | TAKE TWO INTERACTIVE SOFTWARE INC | $10.2M | 1.2% | +10% | 47.2 | |
| 27 | PEPSICO INC | $9.5M | 1.1% | -1% | 62.7 | |
| 28 | STRYKER CORP | $9.0M | 1.0% | +21% | 69.8 | |
| 29 | BlackRock, Inc. | $8.4M | 1.0% | +6% | 70.3 | |
| 30 | Walmart Inc. | $8.0M | 0.9% | +1% | 63.2 | |
| 31 | WASTE MANAGEMENT INC | $7.7M | 0.9% | +9% | 70.7 | |
| 32 | CHIPOTLE MEXICAN GRILL INC | $7.6M | 0.9% | +10% | 72.9 | |
| 33 | DEERE & CO | $7.1M | 0.8% | -3% | 57.4 | |
| 34 | COSTCO WHOLESALE CORP /NEW | $6.8M | 0.8% | -3% | 67 | |
| 35 | CATERPILLAR INC | $6.7M | 0.8% | +24% | 67.8 | |
| 36 | ServiceNow, Inc. | $6.5M | 0.7% | +34% | 76 | |
| 37 | Salesforce, Inc. | $6.1M | 0.7% | -1% | 75.2 | |
| 38 | Alphabet Inc. | $6.1M | 0.7% | -2% | 80.2 | |
| 39 | CHEVRON CORP | $6.0M | 0.7% | -18% | 54.7 | |
| 40 | Trane Technologies plc | $5.9M | 0.7% | -1% | — | |
| 41 | Mastercard Inc | $5.4M | 0.6% | -2% | 81.7 | |
| 42 | EXXON MOBIL CORP | $5.3M | 0.6% | -10% | 61.8 | |
| 43 | FREEPORT-MCMORAN INC | $5.2M | 0.6% | -2% | 73.1 | |
| 44 | — | ISHARES TR | $5.2M | 0.6% | -5% | — |
| 45 | ORACLE CORP | $5.1M | 0.6% | -2% | 67.2 | |
| 46 | Constellation Energy Corp | $5.0M | 0.6% | +1% | 62.5 | |
| 47 | CARLISLE COMPANIES INC | $5.0M | 0.6% | -7% | 65 | |
| 48 | Invesco Ltd. | $4.9M | 0.6% | NEW | — | |
| 49 | Targa Resources Corp. | $4.9M | 0.6% | -26% | 70 | |
| 50 | AMGEN INC | $4.7M | 0.5% | -3% | 79.5 | |
| 51 | CAMECO CORP | $4.6M | 0.5% | -2% | — | |
| 52 | — | ISHARES TR | $4.1M | 0.5% | -1% | — |
| 53 | TETRA TECH INC | $4.0M | 0.5% | -9% | 63 | |
| 54 | DIGITAL REALTY TRUST, INC. | $4.0M | 0.5% | +2% | 70.2 | |
| 55 | RTX Corp | $3.9M | 0.5% | -1% | 70 | |
| 56 | — | ISHARES TR | $3.8M | 0.4% | -1% | — |
| 57 | INVESCO QQQ TRUST, SERIES 1 | $3.7M | 0.4% | -1% | — | |
| 58 | TE Connectivity plc | $3.6M | 0.4% | -1% | — | |
| 59 | Air Products & Chemicals, Inc. | $3.6M | 0.4% | -5% | 41.2 | |
| 60 | Parker-Hannifin Corp | $3.5M | 0.4% | -2% | 73.8 | |
| 61 | JOHNSON & JOHNSON | $3.3M | 0.4% | -3% | 72.8 | |
| 62 | CAPITAL ONE FINANCIAL CORP | $3.2M | 0.4% | -4% | 71 | |
| 63 | PULTEGROUP INC/MI/ | $3.2M | 0.4% | -3% | 65.1 | |
| 64 | — | VANGUARD INDEX FDS | $3.1M | 0.4% | -7% | — |
| 65 | PUBLIC SERVICE ENTERPRISE GROUP INC | $3.0M | 0.3% | +14% | 74.6 | |
| 66 | PNC FINANCIAL SERVICES GROUP, INC. | $3.0M | 0.3% | -2% | 70.9 | |
| 67 | AbbVie Inc. | $3.0M | 0.3% | -8% | 59.3 | |
| 68 | — | SCHWAB STRATEGIC TR | $2.8M | 0.3% | -4% | — |
| 69 | LINDE PLC | $2.7M | 0.3% | -4% | — | |
| 70 | GOLDMAN SACHS GROUP INC | $2.7M | 0.3% | -3% | — | |
| 71 | LOWES COMPANIES INC | $2.6M | 0.3% | -2% | 63.5 | |
| 72 | HOME DEPOT, INC. | $2.4M | 0.3% | -2% | 69.2 | |
| 73 | — | VANGUARD INDEX FDS | $2.3M | 0.3% | -2% | — |
| 74 | — | ISHARES TR | $2.3M | 0.3% | +0% | — |
| 75 | Meta Platforms, Inc. | $2.3M | 0.3% | +2% | 80.9 | |
| 76 | SPDR S&P 500 ETF TRUST | $2.2M | 0.3% | -7% | — | |
| 77 | Phillips 66 | $2.2M | 0.3% | -12% | 47.6 | |
| 78 | Invesco Ltd. | $1.9M | 0.2% | +38% | — | |
| 79 | — | VANGUARD INDEX FDS | $1.9M | 0.2% | -8% | — |
| 80 | — | ISHARES TR | $1.8M | 0.2% | -5% | — |
| 81 | Invesco Ltd. | $1.8M | 0.2% | +44% | — | |
| 82 | CONOCOPHILLIPS | $1.7M | 0.2% | -20% | 74.8 | |
| 83 | THERMO FISHER SCIENTIFIC INC. | $1.7M | 0.2% | -7% | 63.7 | |
| 84 | MARSH & MCLENNAN COMPANIES, INC. | $1.6M | 0.2% | -5% | 71.5 | |
| 85 | BERKSHIRE HATHAWAY INC | $1.6M | 0.2% | -9% | 64.5 | |
| 86 | — | VANGUARD INDEX FDS | $1.6M | 0.2% | -1% | — |
| 87 | PROCTER & GAMBLE Co | $1.6M | 0.2% | -6% | 72.9 | |
| 88 | Invesco Ltd. | $1.5M | 0.2% | +107% | — | |
| 89 | — | ISHARES TR | $1.5M | 0.2% | -2% | — |
| 90 | Invesco Ltd. | $1.5M | 0.2% | +6% | — | |
| 91 | Invesco Ltd. | $1.5M | 0.2% | +3% | — | |
| 92 | DANAHER CORP /DE/ | $1.4M | 0.2% | -3% | 63.9 | |
| 93 | Invesco Ltd. | $1.4M | 0.2% | +10% | — | |
| 94 | Invesco Ltd. | $1.4M | 0.2% | +5% | — | |
| 95 | Broadcom Inc. | $1.4M | 0.2% | +2% | 86.4 | |
| 96 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | -4% | — |
| 97 | Invesco Ltd. | $1.3M | 0.1% | -28% | — | |
| 98 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | -9% | — |
| 99 | Kearny Financial Corp. | $1.3M | 0.1% | +0% | — | |
| 100 | HONEYWELL INTERNATIONAL INC | $1.2M | 0.1% | -3% | 65.7 | |
| 101 | MCKESSON CORP | $1.2M | 0.1% | +1% | 63.7 | |
| 102 | — | ISHARES TR | $1.2M | 0.1% | -2% | — |
| 103 | Invesco Ltd. | $1.2M | 0.1% | -46% | — | |
| 104 | S&P Global Inc. | $1.1M | 0.1% | -1% | 79.4 | |
| 105 | — | VANGUARD INDEX FDS | $1.1M | 0.1% | +13% | — |
| 106 | Elevance Health, Inc. | $1.0M | 0.1% | -13% | 59.4 | |
| 107 | — | ISHARES TR | $1.0M | 0.1% | -9% | — |
| 108 | ROYAL BANK OF CANADA | $1.0M | 0.1% | -2% | — | |
| 109 | HORTON D R INC /DE/ | $1.0M | 0.1% | -6% | 54.6 | |
| 110 | — | VANGUARD INDEX FDS | $948,937 | 0.1% | -9% | — |
| 111 | Allegion plc | $944,706 | 0.1% | -5% | — | |
| 112 | NORFOLK SOUTHERN CORP | $920,409 | 0.1% | +0% | 70.8 | |
| 113 | CISCO SYSTEMS, INC. | $914,674 | 0.1% | +2% | 72.3 | |
| 114 | — | VANGUARD INDEX FDS | $906,712 | 0.1% | -7% | — |
| 115 | Tesla, Inc. | $893,595 | 0.1% | -7% | 50.1 | |
| 116 | — | INVESCO EXCH TRD SLF IDX FD | $859,542 | 0.1% | +328% | — |
| 117 | — | ISHARES TR | $855,846 | 0.1% | +0% | — |
| 118 | HERSHEY CO | $853,632 | 0.1% | +0% | 59.4 | |
| 119 | QUALCOMM INC/DE | $794,316 | 0.1% | -14% | 81.9 | |
| 120 | — | VANGUARD TAX-MANAGED FDS | $785,109 | 0.1% | +1% | — |
| 121 | GENERAL DYNAMICS CORP | $767,102 | 0.1% | -0% | 73 | |
| 122 | Ingersoll Rand Inc. | $764,265 | 0.1% | -3% | 55.4 | |
| 123 | Prologis, Inc. | $762,032 | 0.1% | -17% | 67.5 | |
| 124 | WELLS FARGO & COMPANY/MN | $755,827 | 0.1% | +3% | — | |
| 125 | ILLINOIS TOOL WORKS INC | $755,195 | 0.1% | +0% | 71.2 | |
| 126 | BOEING CO | $751,431 | 0.1% | -1% | 51.8 | |
| 127 | FEDEX CORP | $730,169 | 0.1% | -3% | 60.3 | |
| 128 | AUTOMATIC DATA PROCESSING INC | $729,527 | 0.1% | +5% | 77.9 | |
| 129 | Toll Brothers, Inc. | $728,614 | 0.1% | +0% | 68.3 | |
| 130 | COLGATE PALMOLIVE CO | $723,407 | 0.1% | -7% | 72.4 | |
| 131 | — | ISHARES INC | $722,047 | 0.1% | +0% | — |
| 132 | TRAVELERS COMPANIES, INC. | $718,570 | 0.1% | +3% | 71.5 | |
| 133 | — | VANGUARD INTL EQUITY INDEX F | $703,677 | 0.1% | +0% | — |
| 134 | NEXTERA ENERGY INC | $653,505 | 0.1% | +2% | 71.7 | |
| 135 | UNILEVER PLC | $652,136 | 0.1% | -8% | — | |
| 136 | APPLIED MATERIALS INC /DE | $651,966 | 0.1% | +1% | 74.8 | |
| 137 | SPDR S&P MIDCAP 400 ETF TRUST | $638,964 | 0.1% | -12% | — | |
| 138 | NETFLIX INC | $631,033 | 0.1% | -2% | 86.7 | |
| 139 | ARROW ELECTRONICS, INC. | $627,419 | 0.1% | +0% | 51.4 | |
| 140 | SOUTHERN CO | $615,505 | 0.1% | -1% | 65.1 | |
| 141 | Cigna Group | $613,281 | 0.1% | -4% | 66.8 | |
| 142 | COCA COLA CO | $603,001 | 0.1% | -1% | 74 | |
| 143 | — | ISHARES TR | $585,647 | 0.1% | -14% | — |
| 144 | — | FIDELITY COVINGTON TRUST | $564,942 | 0.1% | +1% | — |
| 145 | — | ISHARES TR | $557,675 | 0.1% | +1% | — |
| 146 | ABBOTT LABORATORIES | $547,049 | 0.1% | -1% | 67 | |
| 147 | — | ISHARES TR | $541,102 | 0.1% | +15% | — |
| 148 | MOOG INC. | $526,752 | 0.1% | +0% | 66.2 | |
| 149 | Walt Disney Co | $511,442 | 0.1% | -7% | 68.9 | |
| 150 | — | VANGUARD WORLD FD | $511,226 | 0.1% | +0% | — |
| 151 | — | VANGUARD WHITEHALL FDS | $501,529 | 0.1% | +0% | — |
| 152 | CARRIER GLOBAL Corp | $479,657 | 0.1% | -5% | 61.5 | |
| 153 | TOYOTA MOTOR CORP/ | $477,511 | 0.1% | -3% | — | |
| 154 | MORGAN STANLEY | $468,202 | 0.1% | +0% | — | |
| 155 | PPL Corp | $467,451 | 0.1% | -8% | 70.3 | |
| 156 | ProShares Trust II | $458,719 | 0.1% | +0% | — | |
| 157 | — | VANGUARD INDEX FDS | $456,124 | 0.1% | -1% | — |
| 158 | FIFTH THIRD BANCORP | $452,289 | 0.1% | -4% | — | |
| 159 | M&T BANK CORP | $440,934 | 0.1% | -4% | 64.1 | |
| 160 | KIMBERLY CLARK CORP | $426,228 | 0.1% | -3% | 61.7 | |
| 161 | Marathon Petroleum Corp | $420,095 | 0.1% | -3% | 50.7 | |
| 162 | — | SPDR SERIES TRUST | $419,432 | 0.1% | +0% | — |
| 163 | UNION PACIFIC CORP | $402,151 | 0.1% | -0% | 74 | |
| 164 | — | VANGUARD WORLD FD | $379,629 | 0.0% | +15% | — |
| 165 | TRUIST FINANCIAL CORP | $370,370 | 0.0% | NEW | — | |
| 166 | SCHWAB CHARLES CORP | $362,978 | 0.0% | -11% | 77.2 | |
| 167 | — | VANGUARD WORLD FD | $362,117 | 0.0% | +0% | — |
| 168 | LOCKHEED MARTIN CORP | $361,426 | 0.0% | -1% | 65 | |
| 169 | MCDONALDS CORP | $350,572 | 0.0% | -4% | 73.9 | |
| 170 | BRISTOL MYERS SQUIBB CO | $349,243 | 0.0% | +0% | 70.1 | |
| 171 | MASCO CORP /DE/ | $336,899 | 0.0% | -11% | 59.9 | |
| 172 | — | DIMENSIONAL ETF TRUST | $332,742 | 0.0% | +0% | — |
| 173 | — | SELECT SECTOR SPDR TR | $324,007 | 0.0% | -3% | — |
| 174 | QUEST DIAGNOSTICS INC | $321,136 | 0.0% | -5% | 69.1 | |
| 175 | CUMMINS INC | $314,742 | 0.0% | -12% | 58.9 | |
| 176 | — | SCHWAB STRATEGIC TR | $306,637 | 0.0% | -11% | — |
| 177 | — | SELECT SECTOR SPDR TR | $302,747 | 0.0% | -3% | — |
| 178 | — | FIDELITY COVINGTON TRUST | $302,141 | 0.0% | +5% | — |
| 179 | PPG INDUSTRIES INC | $299,745 | 0.0% | -5% | 57.1 | |
| 180 | TEXAS INSTRUMENTS INC | $299,091 | 0.0% | -16% | 70.4 | |
| 181 | PRICE T ROWE GROUP INC | $281,295 | 0.0% | -11% | 75.8 | |
| 182 | — | ISHARES TR | $270,931 | 0.0% | +0% | — |
| 183 | ALTRIA GROUP, INC. | $267,062 | 0.0% | -9% | 72.1 | |
| 184 | L3HARRIS TECHNOLOGIES, INC. /DE/ | $265,766 | 0.0% | +0% | 66.5 | |
| 185 | UNITEDHEALTH GROUP INC | $263,555 | 0.0% | -7% | 66.8 | |
| 186 | — | FIDELITY COMWLTH TR | $256,429 | 0.0% | +0% | — |
| 187 | — | FIDELITY COVINGTON TRUST | $254,000 | 0.0% | +0% | — |
| 188 | VERIZON COMMUNICATIONS INC | $253,495 | 0.0% | -6% | 71.6 | |
| 189 | NUCOR CORP | $251,026 | 0.0% | -6% | 58.9 | |
| 190 | PAYCHEX INC | $250,843 | 0.0% | +0% | 75.1 | |
| 191 | — | SCHWAB STRATEGIC TR | $245,129 | 0.0% | -57% | — |
| 192 | Avery Dennison Corp | $236,572 | 0.0% | -2% | 62.9 | |
| 193 | — | PROSHARES TR | $235,492 | 0.0% | +0% | — |
| 194 | Aon plc | $226,269 | 0.0% | +0% | — | |
| 195 | ISHARES GOLD TRUST | $225,249 | 0.0% | NEW | — | |
| 196 | AMERIPRISE FINANCIAL INC | $223,534 | 0.0% | +1% | 70.2 | |
| 197 | INTUITIVE SURGICAL INC | $220,815 | 0.0% | -40% | 81.4 | |
| 198 | — | ISHARES TR | $220,789 | 0.0% | +0% | — |
| 199 | EMERSON ELECTRIC CO | $210,913 | 0.0% | -5% | 65.9 | |
| 200 | — | VANGUARD WORLD FD | $206,816 | 0.0% | +0% | — |
| 201 | C. H. ROBINSON WORLDWIDE, INC. | $206,592 | 0.0% | -8% | 59.8 | |
| 202 | Palantir Technologies Inc. | $204,354 | 0.0% | +5% | 85.8 | |
| 203 | ENTERGY CORP /DE/ | $202,923 | 0.0% | NEW | 65.1 | |
| 204 | AMETEK INC/ | $200,856 | 0.0% | NEW | 74.2 | |
| 205 | Nuveen Preferred & Income Opportunities Fund | $110,748 | 0.0% | +0% | — |
New Positions (4)
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