River Wealth Advisors LLC
13F Reported Value
ⓘ$955.7M
Holdings
217
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$AAPL
$NVDA
$GOOG
$JPM
$ETN
$BACSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$54.5M188,343 sh ISHARES TR - RUS MID CAP ETF
—Quality
$51.2M463,864 sh- 85.9#5
Quality
$44.9M224,298 sh - 78.2
Quality
$37.3M104,472 sh ISHARES TR - CORE S&P500 ETF
—Quality
$35.4M47,211 sh- 79.8
Quality
$32.8M88,060 sh VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$29.0M346,676 sh- —
Quality
$28.9M309,168 sh ISHARES TR - US SML CAP EQT
—Quality
$28.1M315,394 shSPDR SERIES TRUST - ST STR CONV ETF
—Quality
$25.7M238,819 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $54.5M | 188,343 |
| ISHARES TR - RUS MID CAP ETF | — | $51.2M | 463,864 |
| NVIDIA CORP$NVDA | 85.9#5 | $44.9M | 224,298 |
| Alphabet Inc.$GOOG | 78.2 | $37.3M | 104,472 |
| ISHARES TR - CORE S&P500 ETF | — | $35.4M | 47,211 |
 MICROSOFT CORP$MSFT | 79.8 | $32.8M | 88,060 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $29.0M | 346,676 |
 Invesco Ltd.$IVZ | — | $28.9M | 309,168 |
| ISHARES TR - US SML CAP EQT | — | $28.1M | 315,394 |
| SPDR SERIES TRUST - ST STR CONV ETF | — | $25.7M | 238,819 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of River Wealth Advisors LLC's 217 positions.
Showing top 10 of 217 holdings.
Sector Allocation
Other
$276.1M
Technology
$243.7M
Financials
$153.9M
Industrials
$83.8M
Consumer Discretionary
$55.1M
Healthcare
$50.8M
Consumer Staples
$26.0M
Materials
$23.4M
Top Holdings — River Wealth Advisors LLC (Q2 2026)
Top 150 of 217 disclosed positions (by reported value) 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 | $AAPL | Apple Inc. | $54.5M | 5.7% | +2% | 76.4 |
| 2 | — | ISHARES TR - RUS MID CAP ETF | $51.2M | 5.3% | +3% | — |
| 3 | $NVDA | NVIDIA CORP | $44.9M | 4.7% | +3% | 85.9 |
| 4 | $GOOG | Alphabet Inc. | $37.3M | 3.9% | +3% | 78.2 |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $35.4M | 3.7% | -1% | — |
| 6 | $MSFT | MICROSOFT CORP | $32.8M | 3.4% | +4% | 79.8 |
| 7 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $29.0M | 3.0% | +6% | — |
| 8 | $IVZ | Invesco Ltd. | $28.9M | 3.0% | -2% | — |
| 9 | — | ISHARES TR - US SML CAP EQT | $28.1M | 2.9% | -1% | — |
| 10 | — | SPDR SERIES TRUST - ST STR CONV ETF | $25.7M | 2.7% | +1% | — |
| 11 | — | ISHARES TR - RUSSELL 2000 ETF | $24.2M | 2.5% | -3% | — |
| 12 |  $LRCX | LAM RESEARCH CORP | $23.9M | 2.5% | +10% | 79.4 |
| 13 | $JPM | JPMORGAN CHASE & CO | $22.8M | 2.4% | +1% | 70.7 |
| 14 |  $AMZN | AMAZON COM INC | $22.1M | 2.3% | +5% | 68.7 |
| 15 | — | ISHARES INC - CORE MSCI EMKT | $18.6M | 1.9% | +7% | — |
| 16 |  $V | VISA INC. | $18.5M | 1.9% | +1% | 82.9 |
| 17 | $ETN | Eaton Corp plc | $15.9M | 1.7% | +0% | — |
| 18 | $BAC | BANK OF AMERICA CORP /DE/ | $15.1M | 1.6% | +0% | 67.6 |
| 19 |  $LLY | ELI LILLY & Co | $14.3M | 1.5% | -1% | 87.5 |
| 20 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $13.2M | 1.4% | +3% | 55.6 |
| 21 |  $CB | Chubb Ltd | $12.8M | 1.3% | -0% | — |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $12.8M | 1.3% | +2% | 68.7 |
| 23 |  $MRK | Merck & Co., Inc. | $12.2M | 1.3% | +2% | 59.9 |
| 24 |  $COR | Cencora, Inc. | $11.9M | 1.3% | -1% | 61.1 |
| 25 |  $CAT | CATERPILLAR INC | $10.4M | 1.1% | +3% | 66.5 |
| 26 |  $SYK | STRYKER CORP | $9.2M | 1.0% | +8% | 72.1 |
| 27 |  $BLK | BlackRock, Inc. | $8.5M | 0.9% | +1% | 70 |
| 28 |  $PEP | PEPSICO INC | $8.4M | 0.9% | +2% | 63.4 |
| 29 |  $DE | DEERE & CO | $7.8M | 0.8% | -2% | 55.4 |
| 30 |  $WM | WASTE MANAGEMENT INC | $7.5M | 0.8% | +1% | 67.6 |
| 31 |  $WMT | Walmart Inc. | $7.5M | 0.8% | +3% | 60.2 |
| 32 |  $GOOGL | Alphabet Inc. | $7.4M | 0.8% | -2% | 78.2 |
| 33 |  $TT | Trane Technologies plc | $6.9M | 0.7% | -2% | — |
| 34 |  $NOW | ServiceNow, Inc. | $6.4M | 0.7% | +4% | 72.9 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.2M | 0.7% | -2% | 66.2 |
| 36 |  $AVGO | Broadcom Inc. | $6.2M | 0.7% | +271% | 84.5 |
| 37 | $IVZ | Invesco Ltd. | $6.0M | 0.6% | +9% | — |
| 38 |  $FCX | FREEPORT-MCMORAN INC | $5.5M | 0.6% | -1% | 62 |
| 39 |  $MA | Mastercard Inc | $5.4M | 0.6% | -3% | 85.1 |
| 40 |  $CSL | CARLISLE COMPANIES INC | $5.3M | 0.6% | -3% | 59.4 |
| 41 |  $TRGP | Targa Resources Corp. | $5.2M | 0.6% | +0% | 63.3 |
| 42 |  $ORCL | ORACLE CORP | $4.9M | 0.5% | -3% | 66.2 |
| 43 |  $CVX | CHEVRON CORP | $4.9M | 0.5% | +1% | 62.8 |
| 44 |  $AMGN | AMGEN INC | $4.8M | 0.5% | -1% | 79.2 |
| 45 | — | ISHARES TR - 0-5YR INVT GR CP | $4.7M | 0.5% | -9% | — |
| 46 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.7M | 0.5% | -0% | — |
| 47 | — | ISHARES TR - CORE S&P MCP ETF | $4.6M | 0.5% | -2% | — |
| 48 |  $XOM.R34088 | EXXON MOBIL CORP | $4.4M | 0.5% | +4% | 57.9 |
| 49 |  $CEG | Constellation Energy Corp | $4.3M | 0.5% | -3% | 59.4 |
| 50 |  $CCJ | CAMECO CORP | $4.3M | 0.5% | -2% | — |
| 51 | — | ISHARES TR - S&P MC 400VL ETF | $4.2M | 0.4% | -1% | — |
| 52 |  $DLR | DIGITAL REALTY TRUST, INC. | $4.1M | 0.4% | +4% | 72.8 |
| 53 |  $RTX | RTX Corp | $3.8M | 0.4% | -1% | 73.2 |
| 54 |  $PH | Parker-Hannifin Corp | $3.7M | 0.4% | -2% | 65.8 |
| 55 |  $PHM | PULTEGROUP INC/MI/ | $3.7M | 0.4% | -0% | 55.3 |
| 56 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $3.7M | 0.4% | -2% | — |
| 57 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.5M | 0.4% | +0% | 73.7 |
| 58 |  $APD | Air Products & Chemicals, Inc. | $3.5M | 0.4% | -2% | 46.4 |
| 59 |  $TEL | TE Connectivity plc | $3.5M | 0.4% | -0% | — |
| 60 |  $COF | CAPITAL ONE FINANCIAL CORP | $3.4M | 0.4% | -2% | 62.4 |
| 61 |  $JNJ | JOHNSON & JOHNSON | $3.4M | 0.4% | -1% | 69 |
| 62 |  $TTEK | TETRA TECH INC | $3.4M | 0.3% | -13% | 60.2 |
| 63 |  $ABBV | AbbVie Inc. | $3.4M | 0.3% | -3% | 72.6 |
| 64 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $3.2M | 0.3% | +7% | 60.9 |
| 65 |  $CSCO | CISCO SYSTEMS, INC. | $3.2M | 0.3% | +131% | 70.3 |
| 66 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $3.2M | 0.3% | -5% | — |
| 67 |  $GS | GOLDMAN SACHS GROUP INC | $3.1M | 0.3% | -2% | 73.5 |
| 68 |  $MRVL | Marvell Technology, Inc. | $3.1M | 0.3% | NEW | 76.5 |
| 69 |  $LIN | LINDE PLC | $2.8M | 0.3% | -1% | — |
| 70 |  $PANW | Palo Alto Networks Inc | $2.8M | 0.3% | NEW | 65.5 |
| 71 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $2.7M | 0.3% | -2% | — |
| 72 | — | ISHARES TR - RUS 1000 ETF | $2.6M | 0.3% | -1% | — |
| 73 |  $HD | HOME DEPOT, INC. | $2.5M | 0.3% | -1% | 60.3 |
| 74 |  $LOW | LOWES COMPANIES INC | $2.4M | 0.3% | -1% | 60.8 |
| 75 |  $SPY | SPDR S&P 500 ETF TRUST | $2.3M | 0.2% | -11% | — |
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.2M | 0.2% | +1% | — |
| 77 | — | ISHARES TR - MSCI EMG MKT ETF | $2.2M | 0.2% | -1% | — |
| 78 |  $META | Meta Platforms, Inc. | $2.1M | 0.2% | -5% | 79.6 |
| 79 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.0M | 0.2% | +17% | 65.1 |
| 80 |  $PSX | Phillips 66 | $2.0M | 0.2% | -2% | 57.8 |
| 81 | $IVZ | Invesco Ltd. | $1.9M | 0.2% | -1% | — |
| 82 | — | ISHARES TR - S&P MC 400GR ETF | $1.8M | 0.2% | +1% | — |
| 83 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.7M | 0.2% | +456% | — |
| 84 | $IVZ | Invesco Ltd. | $1.7M | 0.2% | -2% | — |
| 85 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.7M | 0.2% | -1% | 73.8 |
| 86 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.6M | 0.2% | -11% | — |
| 87 |  $KRNY | Kearny Financial Corp. | $1.6M | 0.2% | +0% | 54.5 |
| 88 | $IVZ | Invesco Ltd. | $1.5M | 0.2% | +1% | — |
| 89 |  $PG | PROCTER & GAMBLE Co | $1.5M | 0.2% | -4% | 64.6 |
| 90 |  $AMAT | APPLIED MATERIALS INC /DE | $1.5M | 0.1% | +6% | 72.3 |
| 91 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | -2% | — |
| 92 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $1.4M | 0.1% | -9% | 66.2 |
| 93 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | -2% | — |
| 94 |  $DHR | DANAHER CORP /DE/ | $1.4M | 0.1% | -2% | 64.8 |
| 95 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | -0% | — |
| 96 |  $ELV | Elevance Health, Inc. | $1.3M | 0.1% | -3% | 59 |
| 97 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | -3% | — |
| 98 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | -2% | — |
| 99 |  $RY | ROYAL BANK OF CANADA | $1.3M | 0.1% | -2% | 74.8 |
| 100 |  $TMUS | T-Mobile US, Inc. | $1.3M | 0.1% | -89% | 69.1 |
| 101 | — | ISHARES TR - MSCI EAFE ETF | $1.3M | 0.1% | -2% | — |
| 102 |  $COP | CONOCOPHILLIPS | $1.3M | 0.1% | -5% | 70.2 |
| 103 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.2M | 0.1% | -6% | — |
| 104 |  $DHI | HORTON D R INC /DE/ | $1.2M | 0.1% | -1% | 53.6 |
| 105 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.1M | 0.1% | -1% | — |
| 106 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.1M | 0.1% | -2% | — |
| 107 | — | ISHARES TR - SELECT DIVID ETF | $1.1M | 0.1% | +0% | — |
| 108 |  $SPGI | S&P Global Inc. | $1.1M | 0.1% | +0% | 76.1 |
| 109 | $IVZ | Invesco Ltd. | $1.1M | 0.1% | -10% | — |
| 110 |  $MCK | MCKESSON CORP | $1.0M | 0.1% | -1% | 63.4 |
| 111 |  $QCOM | QUALCOMM INC/DE | $1.0M | 0.1% | -10% | 70.5 |
| 112 |  $NSC | NORFOLK SOUTHERN CORP | $1.0M | 0.1% | +0% | 63.2 |
| 113 |  $TSLA | Tesla, Inc. | $999,662 | 0.1% | -1% | 53.9 |
| 114 |  $NFLX | NETFLIX INC | $975,753 | 0.1% | +108% | 78.8 |
| 115 |  $ARW | ARROW ELECTRONICS, INC. | $933,669 | 0.1% | +0% | 55.7 |
| 116 |  $AGQ | ProShares Trust II | $908,076 | 0.1% | +0% | — |
| 117 |  $ALLE | Allegion plc | $894,810 | 0.1% | -2% | — |
| 118 |  $TOL | Toll Brothers, Inc. | $879,601 | 0.1% | +0% | 58.1 |
| 119 | — | ISHARES TR - CORE DIV GRWTH | $872,722 | 0.1% | -6% | — |
| 120 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $867,825 | 0.1% | -1% | — |
| 121 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHARES | $859,945 | 0.1% | +0% | — |
| 122 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $859,078 | 0.1% | -89% | 65.1 |
| 123 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $847,061 | 0.1% | +9% | — |
| 124 | — | ISHARES INC - MSCI JAPAN ETF | $838,157 | 0.1% | +5% | — |
| 125 | — | VANGUARD INDEX FDS - VALUE ETF | $837,149 | 0.1% | -17% | — |
| 126 |  $BA | BOEING CO | $817,275 | 0.1% | +0% | 61.6 |
| 127 |  $TRV | TRAVELERS COMPANIES, INC. | $811,618 | 0.1% | -0% | 75.9 |
| 128 |  $ADP | AUTOMATIC DATA PROCESSING INC | $803,453 | 0.1% | -0% | 69.8 |
| 129 |  $GD | GENERAL DYNAMICS CORP | $788,897 | 0.1% | -0% | 68.7 |
| 130 |  $MKC | MCCORMICK & CO INC | $784,284 | 0.1% | NEW | 67.6 |
| 131 |  $IR | Ingersoll Rand Inc. | $775,626 | 0.1% | -1% | 64.4 |
| 132 |  $WFC | WELLS FARGO & COMPANY/MN | $775,256 | 0.1% | -1% | 61.8 |
| 133 |  $MOG-A | MOOG INC. | $762,912 | 0.1% | +0% | 65.1 |
| 134 |  $ITW | ILLINOIS TOOL WORKS INC | $753,627 | 0.1% | -4% | 63.6 |
| 135 |  $MCD | MCDONALDS CORP | $752,544 | 0.1% | +147% | 69 |
| 136 |  $PLD | Prologis, Inc. | $747,205 | 0.1% | -4% | 68.3 |
| 137 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $741,483 | 0.1% | -4% | — |
| 138 |  $CL | COLGATE PALMOLIVE CO | $739,647 | 0.1% | -5% | 61.3 |
| 139 |  $HSY | HERSHEY CO | $721,656 | 0.1% | +0% | 65.7 |
| 140 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $713,891 | 0.1% | -2% | — |
| 141 | — | ISHARES TR - CORE S&P SCP ETF | $675,727 | 0.1% | -3% | — |
| 142 | — | ISHARES TR - CORE MSCI EAFE | $654,534 | 0.1% | +10% | — |
| 143 |  $UL | UNILEVER PLC | $654,166 | 0.1% | -5% | — |
| 144 |  $FDX | FEDEX CORP | $635,654 | 0.1% | -1% | 60.3 |
| 145 |  $CI | Cigna Group | $633,812 | 0.1% | +0% | 66.2 |
| 146 |  $KO | COCA COLA CO | $628,461 | 0.1% | -2% | 69.5 |
| 147 |  $CARR | CARRIER GLOBAL Corp | $624,807 | 0.1% | +0% | 56.6 |
| 148 |  $HON | HONEYWELL INTERNATIONAL INC | $614,340 | 0.1% | -50% | 65 |
| 149 |  $SO | SOUTHERN CO | $610,340 | 0.1% | +0% | 62 |
| 150 |  $NEE | NEXTERA ENERGY INC | $607,312 | 0.1% | -2% | 64.6 |
New Positions (16)
$MRVL Marvell Technology, Inc.$3.1M$PANW Palo Alto Networks Inc$2.8M$MKC MCCORMICK & CO INC$784,284
$HONA Honeywell Aerospace Inc.$607,086
$INTC INTEL CORP$373,772
$MU MICRON TECHNOLOGY INC$352,347
$AMD ADVANCED MICRO DEVICES INC$273,028
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$263,142
$GE GENERAL ELECTRIC CO$261,996
$DAL DELTA AIR LINES, INC.$244,172
$IBM INTERNATIONAL BUSINESS MACHINES CORP$218,851
$ENS EnerSys$214,413
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