River Wealth Advisors LLC Top Holdings and 13F Report (2026)

About River Wealth Advisors LLC

Investment Activity

River Wealth Advisors LLC has $955.73 million in total holdings as of June 30, 2026.
River Wealth Advisors LLC owns shares of 217 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 4.00% of the portfolio was purchased this quarter.
About 4.42% of the portfolio was sold this quarter.
This quarter, River Wealth Advisors LLC has purchased 205 new stocks and bought additional shares in 56 stocks.
River Wealth Advisors LLC sold shares of 114 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $54,498,960
iShares Russell Mid-Cap ETF: $51,173,493
NVIDIA: $44,879,753
Alphabet: $37,335,151
iShares Core S&P 500 ETF: $35,355,866

Largest New Holdings this Quarter

573874104 - Marvell Technology: $3,129,335 Holding
697435105 - Palo Alto Networks: $2,788,521 Holding
579780206 - McCormick & Company, Incorporated: $784,284 Holding
438516205 - HONEYWELL INTL INC: $614,340 Holding
43849R105 - HONEYWELL AEROSPACE INC: $607,086 Holding

Largest Purchases this Quarter

Broadcom: 11,928 shares (about $4.51M)
Marvell Technology: 10,505 shares (about $3.13M)
Palo Alto Networks: 8,177 shares (about $2.79M)
LAM RESEARCH CORP: 4,805 shares (about $2.08M)
Cisco Systems: 15,482 shares (about $1.82M)

Largest Sales this Quarter

T-Mobile US: 60,650 shares (about $10.17M)
Accenture: 74,197 shares (about $9.23M)
Chipotle Mexican Grill: 211,696 shares (about $7.20M)
iShares Russell 2000 ETF: 2,358 shares (about $708.46K)
Tetra Tech: 16,989 shares (about $490.81K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$54,498,960	$1,108,249 â–²	2.1%	188,343	5.7%	Technology
IWR iShares Russell Mid-Cap ETF	$51,173,493	$1,511,826 â–²	3.0%	463,864	5.4%	ETF
NVDA NVIDIA	$44,879,753	$1,304,386 â–²	3.0%	224,298	4.7%	Technology
GOOGL Alphabet	$37,335,151	$929,162 â–²	2.6%	104,472	3.9%	Communication Services
IVV iShares Core S&P 500 ETF	$35,355,866	$178,236 â–¼	-0.5%	47,211	3.7%	ETF
MSFT Microsoft	$32,848,148	$1,400,690 â–²	4.5%	88,060	3.4%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$29,034,086	$1,583,460 â–²	5.8%	346,676	3.0%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$28,947,386	$470,210 â–¼	-1.6%	309,168	3.0%	ETF
SMLF iShares U.S. Small Cap Equity Factor ETF	$28,114,184	$229,981 â–¼	-0.8%	315,394	2.9%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$25,749,489	$181,461 â–²	0.7%	238,819	2.7%	ETF
IWM iShares Russell 2000 ETF	$24,232,667	$708,457 â–¼	-2.8%	80,655	2.5%	ETF
LAM RESEARCH CORP	$23,869,117	$2,082,151 â–²	9.6%	55,083	2.5%	COM NEW
JPM JPMorgan Chase & Co.	$22,773,078	$146,644 â–²	0.6%	69,572	2.4%	Finance
AMZN Amazon.com	$22,097,108	$1,121,623 â–²	5.3%	92,713	2.3%	Consumer Discretionary
IEMG iShares Core MSCI Emerging Markets ETF	$18,570,515	$1,240,448 â–²	7.2%	224,173	1.9%	ETF
V Visa	$18,502,275	$123,513 â–²	0.7%	53,928	1.9%	Finance
ETN Eaton	$15,908,718	$8,522 â–²	0.1%	37,334	1.7%	Industrials
BAC Bank of America	$15,105,273	$69,800 â–²	0.5%	265,098	1.6%	Finance
LLY Eli Lilly and Company	$14,250,528	$209,902 â–¼	-1.5%	11,881	1.5%	Healthcare
TTWO Take-Two Interactive Software	$13,245,191	$395,218 â–²	3.1%	52,985	1.4%	Communication Services
CB Chubb	$12,842,851	$24,533 â–¼	-0.2%	37,691	1.3%	Finance
TJX TJX Companies	$12,784,990	$216,343 â–²	1.7%	84,389	1.3%	Consumer Discretionary
MRK Merck & Co., Inc.	$12,221,979	$258,413 â–²	2.2%	95,113	1.3%	Healthcare
COR Cencora	$11,910,369	$120,833 â–¼	-1.0%	42,089	1.2%	Healthcare
CAT Caterpillar	$10,417,296	$306,704 â–²	3.0%	9,782	1.1%	Industrials
SYK Stryker	$9,240,507	$644,789 â–²	7.5%	29,350	1.0%	Healthcare
BLACKROCK INC	$8,508,335	$75,967 â–²	0.9%	8,848	0.9%	COM
PEP PepsiCo	$8,392,738	$148,804 â–²	1.8%	61,985	0.9%	Consumer Staples
DE Deere & Company	$7,846,585	$150,969 â–¼	-1.9%	12,370	0.8%	Industrials
WM Waste Management	$7,500,300	$68,647 â–²	0.9%	33,652	0.8%	Industrials
WALMART INC	$7,480,098	$197,977 â–²	2.7%	66,044	0.8%	COM
GOOG Alphabet	$7,404,737	$128,259 â–¼	-1.7%	20,957	0.8%	Communication Services
TT Trane Technologies	$6,879,679	$117,387 â–¼	-1.7%	14,007	0.7%	Industrials
NOW ServiceNow	$6,391,647	$255,944 â–²	4.2%	64,380	0.7%	Technology
COST Costco Wholesale	$6,226,322	$121,608 â–¼	-1.9%	6,656	0.7%	Consumer Staples
AVGO Broadcom	$6,169,032	$4,505,800 â–²	270.9%	16,331	0.6%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$5,952,386	$501,493 â–²	9.2%	27,976	0.6%	ETF
FCX Freeport-McMoRan	$5,515,470	$69,116 â–¼	-1.2%	87,700	0.6%	Materials
MA Mastercard	$5,414,463	$155,110 â–¼	-2.8%	10,542	0.6%	Finance
CSL Carlisle Companies	$5,266,323	$160,333 â–¼	-3.0%	14,518	0.6%	Industrials
TRGP Targa Resources	$5,217,325	$13,407 â–²	0.3%	19,457	0.5%	Energy
ORCL Oracle	$4,941,957	$126,912 â–¼	-2.5%	33,722	0.5%	Technology
CVX Chevron	$4,868,151	$61,331 â–²	1.3%	29,369	0.5%	Energy
AMGN Amgen	$4,763,838	$30,419 â–¼	-0.6%	13,155	0.5%	Healthcare
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$4,725,335	$469,350 â–¼	-9.0%	93,812	0.5%	ETF
QQQ Invesco QQQ	$4,675,329	$13,255 â–¼	-0.3%	6,349	0.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$4,616,641	$90,373 â–¼	-1.9%	59,871	0.5%	ETF
XOM ExxonMobil	$4,415,169	$182,792 â–²	4.3%	32,294	0.5%	Energy
CEG Constellation Energy	$4,333,440	$114,992 â–¼	-2.6%	17,448	0.5%	Utilities
CCJ Cameco	$4,269,473	$73,136 â–¼	-1.7%	41,915	0.4%	Energy
IJJ iShares S&P Mid-Cap 400 Value ETF	$4,209,880	$30,580 â–¼	-0.7%	28,497	0.4%	ETF
DLR Digital Realty Trust	$4,078,822	$140,253 â–²	3.6%	22,713	0.4%	Real Estate
RTX RTX	$3,820,449	$20,681 â–¼	-0.5%	20,136	0.4%	Industrials
PH Parker-Hannifin	$3,740,331	$78,250 â–¼	-2.0%	3,824	0.4%	Industrials
PHM PulteGroup	$3,701,652	$17,151 â–¼	-0.5%	26,978	0.4%	Consumer Discretionary
VXF Vanguard Extended Market ETF	$3,654,848	$87,407 â–¼	-2.3%	14,844	0.4%	ETF
PNC The PNC Financial Services Group	$3,533,753		0.0%	14,352	0.4%	Finance
APD Air Products and Chemicals	$3,532,815	$75,054 â–¼	-2.1%	12,050	0.4%	Materials
TE CONNECTIVITY PLC	$3,466,654	$7,056 â–¼	-0.2%	17,195	0.4%	ORD SHS
COF Capital One Financial	$3,447,292	$82,456 â–¼	-2.3%	17,183	0.4%	Finance
JNJ Johnson & Johnson	$3,441,373	$26,921 â–¼	-0.8%	13,550	0.4%	Healthcare
TTEK Tetra Tech	$3,359,063	$490,811 â–¼	-12.7%	116,271	0.4%	Industrials
ABBV AbbVie	$3,353,836	$97,887 â–¼	-2.8%	13,328	0.4%	Healthcare
PEG Public Service Enterprise Group	$3,237,770	$203,385 â–²	6.7%	39,894	0.3%	Utilities
CSCO Cisco Systems	$3,203,199	$1,818,486 â–²	131.3%	27,271	0.3%	Technology
SCHM Schwab U.S. Mid-Cap ETF	$3,171,871	$163,776 â–¼	-4.9%	86,029	0.3%	ETF
GS The Goldman Sachs Group	$3,140,203	$69,782 â–¼	-2.2%	3,105	0.3%	Finance
MRVL Marvell Technology	$3,129,335	$3,129,335 â–²	New Holding	10,505	0.3%	Technology
LINDE PLC	$2,825,629	$34,769 â–¼	-1.2%	5,445	0.3%	SHS
PANW Palo Alto Networks	$2,788,521	$2,788,521 â–²	New Holding	8,177	0.3%	Technology
VBK Vanguard Small-Cap Growth ETF	$2,736,183	$68,752 â–¼	-2.5%	7,482	0.3%	ETF
IWB iShares Russell 1000 ETF	$2,604,011	$15,971 â–¼	-0.6%	6,359	0.3%	ETF
HD Home Depot	$2,502,147	$32,445 â–¼	-1.3%	7,095	0.3%	Consumer Discretionary
LOW Lowe's Companies	$2,426,528	$33,074 â–¼	-1.3%	11,005	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$2,259,784	$289,754 â–¼	-11.4%	3,026	0.2%	ETF
VOO Vanguard S&P 500 ETF	$2,163,870	$14,421 â–²	0.7%	3,151	0.2%	ETF
EEM iShares MSCI Emerging Markets ETF	$2,151,542	$28,937 â–¼	-1.3%	31,451	0.2%	ETF
META Meta Platforms	$2,138,334	$100,833 â–¼	-4.5%	3,796	0.2%	Communication Services
TMO Thermo Fisher Scientific	$1,990,400	$293,296 â–²	17.3%	3,970	0.2%	Healthcare
PSX Phillips 66	$1,982,488	$30,937 â–¼	-1.5%	11,727	0.2%	Energy
BSCW Invesco BulletShares 2032 Corporate Bond ETF	$1,913,501	$27,647 â–¼	-1.4%	93,296	0.2%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$1,793,755	$22,090 â–²	1.2%	15,266	0.2%	ETF
VUG Vanguard Growth ETF	$1,748,730	$1,434,060 â–²	455.7%	20,301	0.2%	ETF
INVESCO EXCH TRD SLF IDX FD	$1,739,186	$28,677 â–¼	-1.6%	82,602	0.2%	BUL 2033 COR ETF
BRK.B Berkshire Hathaway	$1,665,061	$9,506 â–¼	-0.6%	3,328	0.2%	Finance
XLK Technology Select Sector SPDR Fund	$1,632,051	$198,719 â–¼	-10.9%	8,566	0.2%	ETF
KRNY Kearny Financial	$1,579,310		0.0%	166,946	0.2%	Finance
INVESCO EXCH TRD SLF IDX FD	$1,524,933	$8,907 â–²	0.6%	73,793	0.2%	BULL 2034 CO ETF
PG Procter & Gamble	$1,521,316	$64,231 â–¼	-4.1%	10,374	0.2%	Consumer Staples
AMAT Applied Materials	$1,466,100	$86,751 â–²	6.3%	2,028	0.2%	Technology
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$1,444,300	$24,798 â–¼	-1.7%	77,755	0.2%	ETF
MARSH & MCLENNAN COS INC	$1,430,076	$144,341 â–¼	-9.2%	8,580	0.1%	COM
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$1,429,216	$24,357 â–¼	-1.7%	70,180	0.1%	ETF
DHR Danaher	$1,398,842	$31,809 â–¼	-2.2%	7,344	0.1%	Healthcare
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$1,366,189	$1,365 â–¼	-0.1%	82,078	0.1%	ETF
ELV Elevance Health	$1,329,965	$43,314 â–¼	-3.2%	3,439	0.1%	Healthcare
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$1,318,141	$39,603 â–¼	-2.9%	80,448	0.1%	ETF
BSCR Invesco BulletShares 2027 Corporate Bond ETF	$1,301,751	$31,090 â–¼	-2.3%	66,365	0.1%	ETF
RY Royal Bank Of Canada	$1,296,461	$20,697 â–¼	-1.6%	6,264	0.1%	Finance
TMUS T-Mobile US	$1,268,776	$10,173,356 â–¼	-88.9%	7,564	0.1%	Communication Services

Showing largest 100 holdings. View all holdings.

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River Wealth Advisors LLC Top Holdings and 13F Report (2026)

About River Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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River Wealth Advisors LLC Top Holdings and 13F Report (2026)

About River Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiver Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools