River Wealth Advisors LLC
CIK: 0001642570Latest portfolio: $891.7M · Q4 2025
Holdings
208
Total Value
$891.7M
New Positions
13
Closed Positions
9
Top Holdings
View All 208 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 185,954 | $50.6M | 5.67% | -58 | |
| 2 | IWRISHARES TR | 430,189 | $41.4M | 4.64% | +19K | |
| 3 | NVDANVIDIA CORPORATION | 216,783 | $40.4M | 4.53% | -2,420 | |
| 4 | MSFTMICROSOFT CORP | 81,133 | $39.2M | 4.40% | -778 | |
| 5 | IVVISHARES TR | 51,874 | $35.5M | 3.98% | +144 | |
| 6 | GOOGLALPHABET INC | 106,769 | $33.4M | 3.75% | -3,751 | |
| 7 | SMLFISHARES TR | 360,566 | $27.0M | 3.03% | +17K | |
| 8 | XSMOINVESCO EXCHANGE TRADED FD T | 356,629 | $25.7M | 2.88% | +20K | |
| 9 | JPMJPMORGAN CHASE & CO. | 68,992 | $22.2M | 2.49% | +1K | |
| 10 | IWMISHARES TR | 86,270 | $21.2M | 2.38% | -420 | |
| 11 | CWBSPDR SERIES TRUST | 235,278 | $21.0M | 2.35% | +1K | |
| 12 | AMZNAMAZON COM INC | 86,337 | $19.9M | 2.23% | +3K | |
| 13 | VVISA INC | 52,948 | $18.6M | 2.08% | +2K | |
| 14 | VEUVANGUARD INTL EQUITY INDEX F | 248,722 | $18.3M | 2.05% | +1K | |
| 15 | ACNACCENTURE PLC IRELAND | 67,385 | $18.1M | 2.03% | +7K | |
| 16 | ABGCENCORA INC | 43,919 | $14.8M | 1.66% | +1K | |
| 17 | BACBANK AMERICA CORP | 259,550 | $14.3M | 1.60% | +23K | |
| 18 | LLYELI LILLY & CO | 12,666 | $13.6M | 1.53% | +350 | |
| 19 | TMUST-MOBILE US INC | 65,878 | $13.4M | 1.50% | +2K | |
| 20 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 46,690 | $12.0M | 1.34% | +4K | |
| 21 | ETNEATON CORP PLC | 36,555 | $11.6M | 1.31% | +3K | |
| 22 | CBCHUBB LIMITED | 36,825 | $11.5M | 1.29% | +3K | |
| 23 | TJXTJX COS INC NEW | 72,523 | $11.1M | 1.25% | +6K | |
| 24 | MRKMERCK & CO INC | 93,839 | $9.9M | 1.11% | +12K | |
| 25 | IEMGISHARES INC | 145,353 | $9.8M | 1.10% | +4K |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($1.1643670060375603e+86T)
Technology0.0% ($5.055340430392372e+53T)
Healthcare0.0% ($1.361298777911448e+49T)
Consumer Cyclical0.0% ($1.992814833111408e+38T)
Communication Services0.0% ($3.341813375119547e+26T)
Consumer Defensive0.0% ($8.787708160161642e+24T)
Unknown0.0% ($3941331818451058688.0T)
Energy0.0% ($54084810412717.4T)
Basic Materials0.0% ($461932162.4T)
Utilities0.0% ($62502642.6T)
Real Estate0.0% ($889K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $891.7M | 208 |
| Q3 2025 | Nov 12, 2025 | $855.3B | 203 |
| Q2 2025 | Aug 13, 2025 | $804.5B | 0 |
| Q1 2025 | May 14, 2025 | $719.5B | 197 |
| Q4 2024 | Feb 13, 2025 | $754.4B | 207 |
| Q3 2024 | Nov 12, 2024 | $750.2B | 209 |
| Q2 2024 | Aug 13, 2024 | $697.2B | 193 |
| Q1 2024 | May 14, 2024 | $687.9B | 209 |
| Q4 2023 | Feb 13, 2024 | $626.2B | 208 |
| Q3 2023 | Nov 13, 2023 | $559.0B | 200 |
| Q2 2023 | Aug 9, 2023 | $589.4B | 211 |
| Q1 2023 | May 11, 2023 | $549.6B | 207 |
| Q4 2022 | Feb 10, 2023 | $519.1B | 207 |
| Q3 2022 | Nov 14, 2022 | $464.0M | 197 |
| Q2 2022 | Aug 10, 2022 | $542.7M | 212 |
| Q1 2022 | May 9, 2022 | $626.3M | 221 |
| Q4 2021 | Feb 11, 2022 | $645.0M | 222 |
| Q3 2021 | Nov 12, 2021 | $583.8M | 216 |
| Q2 2021 | Aug 6, 2021 | $571.5M | 213 |
| Q1 2021 | May 11, 2021 | $532.9M | 209 |
| Q4 2020 | Feb 16, 2021 | $462.6M | 203 |
| Q3 2020 | Nov 10, 2020 | $383.2M | 199 |
| Q2 2020 | Aug 11, 2020 | $329.3M | 181 |
| Q1 2020 | May 5, 2020 | $250.4M | 158 |
| Q4 2019 | Feb 7, 2020 | $295.8M | 164 |
| Q3 2019 | Oct 29, 2019 | $264.7M | 159 |
| Q2 2019 | Jul 30, 2019 | $256.3M | 160 |
| Q1 2019 | May 7, 2019 | $238.8M | 153 |
| Q4 2018 | Jan 25, 2019 | $224.9M | 568 |
| Q3 2018 | Nov 9, 2018 | $271.3M | 597 |
| Q2 2018 | Aug 13, 2018 | $257.1M | 590 |
| Q1 2018 | May 2, 2018 | $237.2M | 161 |
| Q4 2017 | Feb 9, 2018 | $240.5M | 163 |
| Q3 2017 | Nov 6, 2017 | $221.1M | 155 |
| Q2 2017 | Jul 28, 2017 | $214.8M | 158 |
| Q1 2017 | May 12, 2017 | $206.1M | 153 |
| Q4 2016 | Feb 17, 2017 | $197.6M | 151 |
| Q3 2016 | Nov 2, 2016 | $180.9M | 148 |
| Q2 2016 | Aug 5, 2016 | $174.2M | 151 |
| Q1 2016 | Apr 27, 2016 | $167.4M | 146 |
Fund Information
River Wealth Advisors LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $891.7M across 208 holdings. The largest position is APPLE INC (AAPL), representing 5.7% of the portfolio. Compared to the previous quarter, the fund opened 15 new positions and closed 10 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.