River Wealth Advisors LLC
CIK: 0001642570SEC EDGAR →
Portfolio Value
$892K
Holdings
208
As of
Q4 2025
New Positions
202
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 185,954 | $51K | 5.67% |
| 2 | ISHARES TR | 430,189 | $41K | 4.64% |
| 3 | NVIDIA CORPORATION | 216,783 | $40K | 4.53% |
| 4 | MICROSOFT CORP | 81,133 | $39K | 4.40% |
| 5 | ISHARES TR | 51,874 | $36K | 3.98% |
| 6 | ALPHABET INC | 106,769 | $33K | 3.75% |
| 7 | ISHARES TR | 360,566 | $27K | 3.03% |
| 8 | INVESCO EXCHANGE TRADED FD T | 356,629 | $26K | 2.88% |
| 9 | JPMORGAN CHASE & CO. | 68,992 | $22K | 2.49% |
| 10 | ISHARES TR | 86,270 | $21K | 2.38% |
Quarterly Changes
New Positions (15)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $369K | 41.4% |
| Technology | 16 | $189K | 21.2% |
| Communication Services | 9 | $74K | 8.3% |
| Consumer Cyclical | 12 | $66K | 7.4% |
| Industrials | 28 | $62K | 7.0% |
| Healthcare | 16 | $51K | 5.8% |
| Consumer Defensive | 10 | $27K | 3.0% |
| Energy | 6 | $18K | 2.0% |
| Unknown | 8 | $12K | 1.3% |
| Basic Materials | 5 | $11K | 1.2% |
| Utilities | 5 | $10K | 1.2% |
| Real Estate | 1 | $889 | 0.1% |