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Stock research / United States / Funds / River Wealth Advisors LLC

River Wealth Advisors LLC

CIK 1642570 · latest 13F filed 4 August 2026 · Read the filing on EDGAR

River Wealth Advisors LLC reported 217 US-listed holdings worth $955.7 million in its 13F for the quarter ended 30 June 2026, filed 4 August 2026. Its largest: Apple Inc. (5.7%), iShares Trust (5.4%) and NVIDIA Corp. (4.7%). Against the quarter before, it opened 17 positions, added to 49, trimmed 114 and sold out of 5.

Reported holdings$955.7M+9.8% on Q1 2026
Positions217+12 on Q1 2026
The largest ten38.5%of its reported holdings
Latest 13FQ2 2026filed 4 August 2026
Where the money is
Added toTrimmed
AAPL5.7%IWR5.4%NVDA4.7%GOOGL3.9%IVV3.7%MSFT3.4%VEU3.0%XSMO3.0%SMLF2.9%CWB2.7%IWM2.5%LRCX2.5%JPM2.4%AMZN2.3%203 more51.8%

The 14 largest of its 217 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $750.2 million in 208 positions$750MQ3 24Q4 2024: $754.4 million in 206 positions$754MQ4 24Q1 2025: $719.5 million in 197 positions$720MQ1 25Q2 2025: $804.5 million in 202 positions$804MQ2 25Q3 2025: $855.3 million in 203 positions$855MQ3 25Q4 2025: $891.7 million in 208 positions$892MQ4 25Q1 2026: $870.8 million in 205 positions$871MQ1 26Q2 2026: $955.7 million in 217 positions$956MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +19.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +19.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 17Added 49Held 37Trimmed 114Sold out 5
Opened: 17Added: 49Held: 37Trimmed: 114Sold out: 5

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 17

  1. Marvell Technology, Inc. MRVL$3.1 million
  2. Palo Alto Networks Inc. PANW$2.8 million
  3. McCormick & Co. Inc. MKC$784,284
  4. Honeywell International Inc. HON$614,340
  5. Honeywell Aerospace Inc. HONA$607,086
  6. Intel Corp. INTC$373,772
  7. Micron Technology Inc. MU$352,347
  8. Advanced Micro Devices Inc. AMD$273,028

and 9 more in the table below

Added to 49

  1. Broadcom Inc. AVGO+11,928 shares · +271%
  2. Lam Research Corp. LRCX+4,805 shares · +10%
  3. Cisco Systems, Inc. CSCO+15,482 shares · +131%
  4. Vanguard FTSE All-World ex-US ETF VEU+18,907 shares · +6%
  5. iShares Trust IWR+13,704 shares · +3%
  6. Microsoft Corp. MSFT+3,755 shares · +4%
  7. NVIDIA Corp. NVDA+6,519 shares · +3%
  8. iShares Core MSCI Emerging Mark IEMG+14,974 shares · +7%

and 41 more in the table below

Trimmed 114

  1. T-Mobile US, Inc. TMUS-60,650 shares · -89%
  2. Accenture plc ACN-74,197 shares · -97%
  3. Chipotle Mexican Grill Inc. CMG-211,696 shares · -89%
  4. iShares Russell 2000 ETF IWM-2,358 shares · -3%
  5. Tetra Tech Inc. TTEK-16,989 shares · -13%
  6. Invesco Exchange Traded FD T XSMO-5,022 shares · -2%
  7. iShares Trust SLQD-9,318 shares · -9%
  8. SPDR S&P 500 SPY-388 shares · -11%

and 106 more in the table below

Sold out of 5

  1. Salesforce, Inc. CRM$6.1 million last quarter
  2. Honeywell International Inc. HON$1.2 million last quarter
  3. iShares Gold Trust IAU$225,249 last quarter
  4. Intuitive Surgical Inc. ISRG$220,815 last quarter
  5. Palantir Technologies Inc. PLTR$204,354 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL188.3K$54.5 million5.70%+3.8K
iShares Trust IWR463.9K$51.2 million5.35%+13.7K
NVIDIA Corp. NVDA224.3K$44.9 million4.70%+6.5K
Alphabet Inc. GOOGL104.5K$37.3 million3.91%+2.6K
iShares Core S&P 500 ETF IVV47.2K$35.4 million3.70%-238
Microsoft Corp. MSFT88.1K$32.8 million3.44%+3.8K
Vanguard FTSE All-World ex-US ETF VEU346.7K$29.0 million3.04%+18.9K
Invesco Exchange Traded FD T XSMO309.2K$28.9 million3.03%-5.0K
iShares Trust SMLF315.4K$28.1 million2.94%-2.6K
SPDR Blmbg Barclays Convert Secs ETF CWB238.8K$25.7 million2.69%+1.7K
iShares Russell 2000 ETF IWM80.7K$24.2 million2.54%-2.4K
Lam Research Corp. LRCX55.1K$23.9 million2.50%+4.8K
JPMorgan Chase & Co. JPM69.6K$22.8 million2.38%+448
Amazon.com Inc. AMZN92.7K$22.1 million2.31%+4.7K
iShares Core MSCI Emerging Mark IEMG224.2K$18.6 million1.94%+15.0K
Visa Inc. V53.9K$18.5 million1.94%+360
Eaton Corp. plc ETN37.3K$15.9 million1.66%+20
Bank of America Corp. BAC265.1K$15.1 million1.58%+1.2K
Eli Lilly & Co. LLY11.9K$14.3 million1.49%-175
Take-Two Interactive Software, Inc. TTWO53.0K$13.2 million1.39%+1.6K
Chubb Ltd. CB37.7K$12.8 million1.34%-72
TJX Companies Inc. TJX84.4K$12.8 million1.34%+1.4K
Merck & Co., Inc. MRK95.1K$12.2 million1.28%+2.0K
Cencora, Inc. COR42.1K$11.9 million1.25%-427
Caterpillar Inc. CAT9.8K$10.4 million1.09%+288
Stryker Corp. SYK29.4K$9.2 million0.97%+2.0K
BlackRock, Inc. BLK8.8K$8.5 million0.89%+79
PepsiCo Inc. PEP62.0K$8.4 million0.88%+1.1K
Deere & Co. DE12.4K$7.8 million0.82%-238
Waste Management Inc. WM33.7K$7.5 million0.78%+308
Walmart Inc. WMT66.0K$7.5 million0.78%+1.7K
Alphabet Inc. GOOG21.0K$7.4 million0.77%-363
Trane Technologies plc TT14.0K$6.9 million0.72%-239
ServiceNow, Inc. NOW64.4K$6.4 million0.67%+2.6K
Costco Wholesale Corp. COST6.7K$6.2 million0.65%-130
Broadcom Inc. AVGO16.3K$6.2 million0.65%+11.9K
Invesco Exchange Traded FD T RSP28.0K$6.0 million0.62%+2.4K
Freeport-McMoRan Inc. FCX87.7K$5.5 million0.58%-1.1K
Mastercard Inc. MA10.5K$5.4 million0.57%-302
Carlisle Companies Inc. CSL14.5K$5.3 million0.55%-442
Targa Resources Corp. TRGP19.5K$5.2 million0.55%+50
Oracle Corp. ORCL33.7K$4.9 million0.52%-866
Chevron Corp. CVX29.4K$4.9 million0.51%+370
Amgen Inc. AMGN13.2K$4.8 million0.50%-84
iShares Trust SLQD93.8K$4.7 million0.49%-9.3K
Invesco QQQ Trust QQQ6.3K$4.7 million0.49%-18
iShares Core S&P Mid-Cap ETF IJH59.9K$4.6 million0.48%-1.2K
ExxonMobil Holdings Corp. XOM32.3K$4.4 million0.46%+1.3K
Constellation Energy Corp. CEG17.4K$4.3 million0.45%-463
Cameco Corp. CCJ41.9K$4.3 million0.45%-718
iShares S&P Midcap 400 Value in IJJ28.5K$4.2 million0.44%-207
Digital Realty Trust, Inc. DLR22.7K$4.1 million0.43%+781
RTX Corp. RTX20.1K$3.8 million0.40%-109
Parker-Hannifin Corp. PH3.8K$3.7 million0.39%-80
PulteGroup Inc. PHM27.0K$3.7 million0.39%-125
Vanguard Index FDS VXF14.8K$3.7 million0.38%-355
PNC Financial Services Group, Inc. PNC14.4K$3.5 million0.37%no change
Air Products & Chemicals, Inc. APD12.1K$3.5 million0.37%-256
TE Connectivity plc TEL17.2K$3.5 million0.36%-35
Capital One Financial Corp. COF17.2K$3.4 million0.36%-411
Johnson & Johnson JNJ13.6K$3.4 million0.36%-106
Tetra Tech Inc. TTEK116.3K$3.4 million0.35%-17.0K
AbbVie Inc. ABBV13.3K$3.4 million0.35%-389
Public Service Enterprise Group Inc. PEG39.9K$3.2 million0.34%+2.5K
Cisco Systems, Inc. CSCO27.3K$3.2 million0.34%+15.5K
Schwab US Mid-Cap ETF SCHM86.0K$3.2 million0.33%-4.4K
Goldman Sachs Group Inc. GS3.1K$3.1 million0.33%-69
Marvell Technology, Inc. MRVL10.5K$3.1 million0.33%new
Linde plc LIN5.4K$2.8 million0.30%-67
Palo Alto Networks Inc. PANW8.2K$2.8 million0.29%new
Vanguard Small Cap Growth ETF VBK7.5K$2.7 million0.29%-188
iShares Trust IWB6.4K$2.6 million0.27%-39
Home Depot, Inc. HD7.1K$2.5 million0.26%-92
Lowe's Companies Inc. LOW11.0K$2.4 million0.25%-150
SPDR S&P 500 SPY3.0K$2.3 million0.24%-388
Vanguard S&P 500 VOO3.2K$2.2 million0.23%+21
iShares Trust EEM31.5K$2.2 million0.23%-423
Meta Platforms, Inc. META3.8K$2.1 million0.22%-179
Thermo Fisher Scientific Inc. TMO4.0K$2.0 million0.21%+585
Phillips 66 PSX11.7K$2.0 million0.21%-183
Invesco Exch TRD SLF Idx FD BSCW93.3K$1.9 million0.20%-1.3K
iShares Trust IJK15.3K$1.8 million0.19%+188
Vanguard Growth ETF VUG20.3K$1.7 million0.18%-1.6K
Invesco Exch TRD SLF Idx FD BSCX82.6K$1.7 million0.18%-1.4K
Berkshire Hathaway Inc. Class B BRKB3.3K$1.7 million0.17%-19
Technology Select Sector SPDR ETF XLK8.6K$1.6 million0.17%-1.0K
Kearny Finl Corp. MD KRNY166.9K$1.6 million0.17%no change
Invesco Exch TRD SLF Idx FD BSCY73.8K$1.5 million0.16%+431
Procter & Gamble Co. PG10.4K$1.5 million0.16%-438
Applied Materials Inc. AMAT2.0K$1.5 million0.15%+120
Invesco Exch TRD SLF Idx FD BSCT77.8K$1.4 million0.15%-1.3K
Marsh & McLennan Companies, Inc. MRSH8.6K$1.4 million0.15%-866
Invesco Exch TRD SLF Idx FD BSCS70.2K$1.4 million0.15%-1.2K
Danaher Corp. DHR7.3K$1.4 million0.15%-167
Invesco Exch TRD SLF Idx FD BSCU82.1K$1.4 million0.14%-82
Elevance Health, Inc. ELV3.4K$1.3 million0.14%-112
Invesco Exch TRD SLF Idx FD BSCV80.4K$1.3 million0.14%-2.4K
Invesco ETFs BSCR66.4K$1.3 million0.14%-1.6K
Royal Bank of Canada RY6.3K$1.3 million0.14%-100
T-Mobile US, Inc. TMUS7.6K$1.3 million0.13%-60.6K
iShares Trust EFA12.2K$1.3 million0.13%-233
ConocoPhillips COP12.1K$1.3 million0.13%-598
VG Totl STK Vprs VTI3.2K$1.2 million0.12%-216
D.R. Horton, Inc. DHI7.2K$1.2 million0.12%-63
Select Sector SPDR Trust XLE21.6K$1.1 million0.12%-201
Vanguard Small Cap ETF VB3.5K$1.1 million0.11%-89
iShares Select Dividend ETF DVY6.8K$1.1 million0.11%no change
S&P Global Inc. SPGI2.6K$1.1 million0.11%+12
Invesco Exch TRD SLF Idx FD BSCQ54.2K$1.1 million0.11%-6.3K
McKesson Corp. MCK1.4K$1.0 million0.11%-15
Qualcomm Inc. QCOM5.6K$1.0 million0.11%-601
Norfolk Southern Corp. NSC3.2K$1.0 million0.11%no change
Tesla, Inc. TSLA2.4K$999,6620.10%-27
Netflix Inc. NFLX13.7K$975,7530.10%+7.1K
Arrow Electronics, Inc. ARW4.4K$933,6690.10%no change
ProShares Ultra Technology ROM5.9K$908,0760.10%no change
Allegion plc ALLE6.4K$894,8100.09%-133
Toll Brothers, Inc. TOL5.3K$879,6010.09%no change
iShares Core Dividend Growth DGRO11.5K$872,7220.09%-680
Vanguard Ftse Developed Markets VEA12.2K$867,8250.09%-72
Invesco Exch TRD SLF Idx FD BSCZ42.0K$859,9450.09%+122
Chipotle Mexican Grill Inc. CMG25.3K$859,0780.09%-211.7K
Vanguard Ftse Emerging Markets VWO14.2K$847,0610.09%+1.2K
iShares Inc. EWJ9.0K$838,1570.09%+435
Vanguard Value ETF VTV3.8K$837,1490.09%-780
Boeing Co. BA3.8K$817,2750.09%no change
Travelers Companies, Inc. TRV2.5K$811,6180.08%-5
Automatic Data Processing Inc. ADP3.6K$803,4530.08%-3
General Dynamics Corp. GD2.2K$788,8970.08%-8
McCormick & Co. Inc. MKC15.6K$784,2840.08%new
Ingersoll Rand Inc. IR9.5K$775,6260.08%-79
Wells Fargo & Company WFC9.4K$775,2560.08%-113
Moog Inc. MOGA1.8K$762,9120.08%no change
Illinois Tool Works Inc. ITW2.8K$753,6270.08%-115
McDonald's Corp. MCD2.8K$752,5440.08%+1.7K
Prologis, Inc. PLD5.5K$747,2050.08%-249
Fidelity Covington Trust FTEC2.6K$741,4830.08%-119
Colgate-Palmolive Co. CL8.1K$739,6470.08%-420
Hershey Co. HSY4.1K$721,6560.08%+7
SPDR S&P MidCap 400 ETF MDY1.0K$713,8910.07%-21
iShares Core S&P Small-Cap ETF IJR4.6K$675,7270.07%-155
iShares Core MSCI Eafe ETF IEFA6.8K$654,5340.07%+617
Unilever plc UL10.9K$654,1660.07%-566
FedEx Corp. FDX2.0K$635,6540.07%-20
Cigna Group CI2.3K$633,8120.07%no change
Coca-Cola Co. KO7.7K$628,4610.07%-196
Carrier Global Corp. CARR8.5K$624,8070.07%no change
Honeywell International Inc. HON2.7K$614,3400.06%new
Southern Co. SO6.4K$610,3400.06%no change
NextEra Energy Inc. NEE6.9K$607,3120.06%-117
Honeywell Aerospace Inc. HONA2.7K$607,0860.06%new
Morgan Stanley MS2.8K$589,9110.06%-23
Vanguard World FD MGC2.1K$586,3900.06%-20
iShares Trust IWF4.4K$549,9490.06%-647
Vanguard Whitehall FDS VYM3.4K$533,1780.06%-12
Fifth Third Bancorp FITB9.4K$528,3570.06%-362
Walt Disney Co. DIS5.3K$512,1000.05%+14
Vanguard Mid Cap Index ETF VO6.3K$511,5450.05%-3
Vanguard World FD VGT4.2K$504,7420.05%+71
Kimberly Clark Corp. KMB4.4K$485,1820.05%+2
Abbott Laboratories ABT5.3K$477,9480.05%-61
M&T Bank Corp. MTB2.0K$471,0220.05%-154
ProShares Trust TQQQ5.7K$457,6500.05%no change
Union Pacific Corp. UNP1.7K$457,1050.05%+23
Texas Instruments Inc. TXN1.5K$455,5620.05%-13
Masco Corp. MAS5.5K$448,8020.05%-65
C. H. Robinson Worldwide, Inc. CHRW2.4K$444,1060.05%+1.1K
Marathon Petroleum Corp. MPC1.7K$439,8630.05%no change
SPDR S&P Dividend ETF SDY2.9K$437,3660.05%no change
Cummins Inc. CMI585$417,2280.04%no change
Vanguard World FD VHT1.4K$416,8200.04%no change
UnitedHealth Group Inc. UNH972$403,9930.04%-2
PPL Corp. PPL11.1K$403,3030.04%-1.1K
Truist Financial Corp. TFC8.0K$399,8940.04%-30
Dimensional ETF Trust DFAC8.6K$379,9620.04%+2
Intel Corp. INTC2.7K$373,7720.04%new
Toyota Motor Corp. TM2.2K$372,7140.04%-104
Micron Technology Inc. MU305$352,3470.04%new
Financial Select Sector SPDR ETF XLF6.6K$351,8330.04%no change
Charles Schwab Corp. SCHW3.7K$344,8390.04%-125
Quest Diagnostics Inc. DGX1.6K$344,5500.04%-13
PPG Industries Inc. PPG2.8K$335,9530.04%-34
T. Rowe Price Group, Inc. TROW2.9K$334,8910.04%-175
Nucor Corp. NUE1.5K$329,7770.03%-4
Bristol-Myers Squibb Co. BMY5.7K$329,4910.03%-40
Select Sector SPDR Trust XLY2.7K$319,9400.03%-50
Fidelity Comwlth Trust ONEQ3.0K$311,7250.03%no change
Schwab Strategic Trust SCHD9.8K$309,9370.03%-221
iShares Trust IYW1.2K$306,9640.03%no change
iShares Trust IWS1.9K$305,9920.03%no change
Lockheed Martin Corp. LMT598$304,6580.03%no change
Altria Group, Inc. MO4.0K$285,9300.03%-73
Advanced Micro Devices Inc. AMD470$273,0280.03%new
Fidelity Covington Trust FHLC3.5K$272,4610.03%-83
Fidelity Covington Trust FNCL3.5K$270,4100.03%-772
Schwab Strategic Trust SCHG8.0K$269,5760.03%-449
Paychex Inc. PAYX2.7K$267,7530.03%no change
Taiwan Semiconductor Manufacturing Company Limited TSM551$263,1420.03%new
General Electric Co. GE701$261,9960.03%new
Accenture plc ACN2.0K$249,7520.03%-74.2K
Delta Air Lines, Inc. DAL2.6K$244,1720.03%new
Aon plc AON701$232,5150.02%no change
Ameriprise Financial Inc. AMP503$230,7570.02%no change
Emerson Electric Co. EMR1.6K$230,6620.02%+1
iShares Trust IWO577$227,3150.02%new
AMETEK Inc. AME937$226,6980.02%no change
L3Harris Technologies, Inc. LHX768$223,1740.02%-2
Avery Dennison Corp. AVY1.4K$222,4200.02%no change
International Business Machines Corp. IBM778$218,8510.02%new
EnerSys ENS917$214,4130.02%new
Verizon Communications Inc. VZ5.1K$214,2620.02%+10
Vanguard Large Cap ETF VV618$212,4350.02%new
iShares Russell Mid-Cap Growth ETF IWP1.4K$211,8560.02%new
Vanguard World FD VOX1.1K$211,5430.02%no change
Entergy Corp. ETR1.8K$207,4380.02%no change
CrowdStrike Holdings, Inc. CRWD272$207,3840.02%new
Nuveen PFD & Income Opportun JPC14.7K$115,7420.01%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 5 it sold out of are in the box above.