River Wealth Advisors LLC Top Holdings and 13F Report (2026) About River Wealth Advisors LLCInvestment ActivityRiver Wealth Advisors LLC has $870.76 million in total holdings as of March 31, 2026.River Wealth Advisors LLC owns shares of 205 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 4.19% of the portfolio was purchased this quarter.About 3.39% of the portfolio was sold this quarter.This quarter, River Wealth Advisors LLC has purchased 208 new stocks and bought additional shares in 62 stocks.River Wealth Advisors LLC sold shares of 118 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $46,827,463iShares Russell Mid-Cap ETF $43,769,083NVIDIA $37,980,622Microsoft $31,207,003iShares Core S&P 500 ETF $30,994,179 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $4,916,799 Holding89832Q109 - Truist Financial $370,370 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $245,129 Holding464285204 - iShares Gold Trust $225,249 Holding29364G103 - Entergy $202,923 Holding Largest Purchases this Quarter Vanguard FTSE All-World ex-US ETF 79,047 shares (about $5.94M)Invesco S&P 500 Equal Weight ETF 25,619 shares (about $4.92M)iShares Core MSCI Emerging Markets ETF 63,846 shares (about $4.45M)iShares Russell Mid-Cap ETF 19,971 shares (about $1.94M)Accenture 8,819 shares (about $1.75M) Largest Sales this Quarter Invesco S&P SmallCap Momentum ETF 42,439 shares (about $3.23M)iShares U.S. Small Cap Equity Factor ETF 42,592 shares (about $3.22M)iShares Core S&P 500 ETF 4,425 shares (about $2.89M)Targa Resources 6,664 shares (about $1.67M)Alphabet 4,897 shares (about $1.41M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiver Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$46,827,463$365,711 â–¼-0.8%184,5135.4%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$43,769,083$1,941,781 â–²4.6%450,1605.0%ETFNVDANVIDIA$37,980,622$173,702 â–²0.5%217,7794.4%Computer and TechnologyMSFTMicrosoft$31,207,003$1,174,173 â–²3.9%84,3053.6%Computer and TechnologyIVViShares Core S&P 500 ETF$30,994,179$2,890,456 â–¼-8.5%47,4493.6%ETFGOOGLAlphabet$29,294,346$1,408,183 â–¼-4.6%101,8723.4%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$24,615,455$5,936,430 â–²31.8%327,7692.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$24,003,822$3,215,265 â–¼-11.8%317,9742.8%ETFXSMOInvesco S&P SmallCap Momentum ETF$23,884,732$3,226,214 â–¼-11.9%314,1902.7%ETFCWBSPDR Bloomberg Convertible Securities ETF$21,702,683$170,044 â–²0.8%237,1362.5%ETFIWMiShares Russell 2000 ETF$20,587,118$807,732 â–¼-3.8%83,0132.4%FinanceJPMJPMorgan Chase & Co.$20,333,399$38,829 â–²0.2%69,1242.3%FinanceAMZNAmazon.com$18,329,123$347,809 â–²1.9%88,0072.1%Retail/WholesaleVVisa$16,190,439$187,389 â–²1.2%53,5681.9%Business ServicesACNAccenture$15,110,489$1,748,719 â–²13.1%76,2041.7%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$14,591,613$4,453,253 â–²43.9%209,1991.7%ETFTMUST-Mobile US$14,326,969$490,629 â–²3.5%68,2141.6%Computer and TechnologyCORCencora$13,355,917$440,736 â–¼-3.2%42,5161.5%MedicalETNEaton$13,345,969$271,469 â–²2.1%37,3141.5%IndustrialsTJXTJX Companies$13,248,920$1,666,955 â–²14.4%82,9611.5%Retail/WholesaleBACBank of America$12,863,810$210,746 â–²1.7%263,8731.5%FinanceCBChubb$12,308,238$305,726 â–²2.5%37,7631.4%FinanceMRKMerck & Co., Inc.$11,199,267$88,654 â–¼-0.8%93,1021.3%MedicalLLYEli Lilly and Company$11,088,521$561,048 â–¼-4.8%12,0561.3%MedicalLAM RESEARCH CORP$10,742,398$786,482 â–¼-6.8%50,2781.2%COM NEWTTWOTake-Two Interactive Software$10,152,290$931,015 â–²10.1%51,4041.2%Consumer DiscretionaryPEPPepsiCo$9,455,041$53,109 â–¼-0.6%60,8861.1%Consumer StaplesSYKStryker$8,971,025$1,575,236 â–²21.3%27,3021.0%MedicalBLACKROCK INC$8,433,634$485,687 â–²6.1%8,7691.0%COMWALMART INC$7,990,747$91,471 â–²1.2%64,2960.9%COMWMWaste Management$7,662,107$654,671 â–²9.3%33,3440.9%Business ServicesCMGChipotle Mexican Grill$7,585,186$701,755 â–²10.2%236,9630.9%Retail/WholesaleDEDeere & Company$7,101,921$203,347 â–¼-2.8%12,6080.8%IndustrialsCOSTCostco Wholesale$6,761,557$190,312 â–¼-2.7%6,7860.8%Retail/WholesaleCATCaterpillar$6,726,415$1,297,956 â–²23.9%9,4940.8%IndustrialsNOWServiceNow$6,461,400$1,623,348 â–²33.6%61,8020.7%Computer and TechnologyCRMSalesforce$6,123,532$77,842 â–¼-1.3%32,8040.7%Computer and TechnologyGOOGAlphabet$6,115,856$141,709 â–¼-2.3%21,3200.7%Computer and TechnologyCVXChevron$5,999,863$1,342,360 â–¼-18.3%28,9990.7%EnergyTTTrane Technologies$5,936,879$64,178 â–¼-1.1%14,2460.7%ConstructionMAMastercard$5,418,403$125,417 â–¼-2.3%10,8440.6%Business ServicesXOMExxonMobil$5,252,233$566,672 â–¼-9.7%30,9570.6%EnergyFCXFreeport-McMoRan$5,219,613$126,612 â–¼-2.4%88,7990.6%Basic MaterialsSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$5,207,042$250,683 â–¼-4.6%103,1300.6%ManufacturingORCLOracle$5,088,178$92,678 â–¼-1.8%34,5880.6%Computer and TechnologyCEGConstellation Energy$5,001,767$60,878 â–²1.2%17,9110.6%EnergyCSLCarlisle Companies$4,990,857$354,965 â–¼-6.6%14,9600.6%Multi-Sector ConglomeratesRSPInvesco S&P 500 Equal Weight ETF$4,916,799$4,916,799 â–²New Holding25,6190.6%ETFTRGPTarga Resources$4,865,927$1,670,868 â–¼-25.6%19,4070.6%EnergyAMGNAmgen$4,658,288$154,467 â–¼-3.2%13,2390.5%MedicalCCJCameco$4,630,382$115,779 â–¼-2.4%42,6330.5%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$4,122,243$23,028 â–¼-0.6%61,0430.5%ETFTTEKTetra Tech$4,013,799$377,826 â–¼-8.6%133,2600.5%IndustrialsDLRDigital Realty Trust$3,952,333$86,861 â–²2.2%21,9320.5%FinanceRTXRTX$3,905,256$42,631 â–¼-1.1%20,2450.4%AerospaceIJJiShares S&P Mid-Cap 400 Value ETF$3,803,214$46,904 â–¼-1.2%28,7040.4%ETFQQQInvesco QQQ$3,674,847$28,281 â–¼-0.8%6,3670.4%FinanceTE CONNECTIVITY PLC$3,601,384$31,353 â–¼-0.9%17,2300.4%ORD SHSAPDAir Products and Chemicals$3,574,766$207,991 â–¼-5.5%12,3060.4%Basic MaterialsPHParker-Hannifin$3,495,017$85,943 â–¼-2.4%3,9040.4%IndustrialsJNJJohnson & Johnson$3,338,087$103,643 â–¼-3.0%13,6560.4%MedicalCOFCapital One Financial$3,209,708$149,412 â–¼-4.4%17,5940.4%FinancePHMPulteGroup$3,187,584$84,679 â–¼-2.6%27,1030.4%ConstructionVXFVanguard Extended Market ETF$3,128,043$245,321 â–¼-7.3%15,1990.4%ETFPEGPublic Service Enterprise Group$3,026,531$362,329 â–²13.6%37,3880.3%UtilitiesPNCThe PNC Financial Services Group$2,986,416$72,413 â–¼-2.4%14,3520.3%FinanceABBVAbbVie$2,983,291$251,199 â–¼-7.8%13,7170.3%MedicalSCHMSchwab U.S. Mid-Cap ETF$2,800,967$112,291 â–¼-3.9%90,4710.3%ETFLINDE PLC$2,732,630$104,605 â–¼-3.7%5,5120.3%SHSGSThe Goldman Sachs Group$2,685,088$79,521 â–¼-2.9%3,1740.3%FinanceLOWLowe's Companies$2,635,802$41,823 â–¼-1.6%11,1550.3%Retail/WholesaleHDHome Depot$2,363,883$44,074 â–¼-1.8%7,1870.3%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$2,318,271$57,428 â–¼-2.4%7,6700.3%ETFIWBiShares Russell 1000 ETF$2,281,2710.0%6,3980.3%ETFMETAMeta Platforms$2,274,303$45,200 â–²2.0%3,9750.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,220,312$158,687 â–¼-6.7%3,4140.3%FinancePSXPhillips 66$2,169,806$292,040 â–¼-11.9%11,9100.2%EnergyBSCWInvesco BulletShares 2032 Corporate Bond ETF$1,948,522$539,794 â–²38.3%94,6440.2%ETFVOOVanguard S&P 500 ETF$1,870,186$154,156 â–¼-7.6%3,1300.2%ETFEEMiShares MSCI Emerging Markets ETF$1,810,108$86,263 â–¼-4.5%31,8740.2%FinanceINVESCO EXCH TRD SLF IDX FD$1,775,839$546,685 â–²44.5%83,9640.2%INVESCO BULLETSHCOPConocoPhillips$1,676,366$422,391 â–¼-20.1%12,7000.2%EnergyTMOThermo Fisher Scientific$1,663,830$126,815 â–¼-7.1%3,3850.2%MedicalMARSH & MCLENNAN COS INC$1,638,458$89,676 â–¼-5.2%9,4460.2%COMBRK.BBerkshire Hathaway$1,603,656$155,239 â–¼-8.8%3,3470.2%FinanceVUGVanguard Growth ETF$1,595,768$22,279 â–¼-1.4%3,6530.2%ETFPGProcter & Gamble$1,561,616$93,015 â–¼-5.6%10,8120.2%Consumer StaplesINVESCO EXCH TRD SLF IDX FD$1,518,455$785,162 â–²107.1%73,3620.2%BULLETSHARES 203IJKiShares S&P Mid-Cap 400 Growth ETF$1,517,149$37,632 â–¼-2.4%15,0780.2%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,475,851$84,046 â–²6.0%79,0900.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$1,457,713$43,828 â–²3.1%71,3760.2%ETFDHRDanaher$1,424,043$49,105 â–¼-3.3%7,5110.2%MedicalBSCUInvesco BulletShares 2030 Corporate Bond ETF$1,373,642$123,053 â–²9.8%82,1600.2%ManufacturingBSCVInvesco BulletShares 2031 Corporate Bond ETF$1,363,958$66,070 â–²5.1%82,8650.2%ETFAVGOBroadcom$1,362,770$25,070 â–²1.9%4,4030.2%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$1,337,551$60,035 â–¼-4.3%21,8340.2%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$1,333,520$530,896 â–¼-28.5%67,9500.2%ETFXLKTechnology Select Sector SPDR Fund$1,277,076$127,854 â–¼-9.1%9,6090.1%ETFKRNYKearny Financial$1,260,4430.0%166,9460.1%FinanceHONHoneywell International$1,238,956$34,359 â–¼-2.7%5,4810.1%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
