Q2 2026 13F · SEC CIK 1642570

River Wealth Advisors LLC

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $955.7M
Reported positions: 217
Top holdings a year, 3 yrs: +16.5%
Assets under management: $1.5B

River Wealth Advisors LLC is a wealth manager that reported 217 positions worth $955.7M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Apple Inc (AAPL, 5.7%), Ishares Russell Midcap ETF (IWR, 5.4%), Nvidia Corporation Com (NVDA, 4.7%). A portfolio copying its top holdings returned 16.5% a year over the last 3 years, against 20.4% for the S&P 500.

River Wealth Advisors LLC holdings largest 50 of 217 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

River Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.7%	5.4%	188,343	+2.1%	$54.5M
IWRIshares Russell Midcap ETF	5.4%	5.0%	463,864	+3.0%	$51.2M
NVDANvidia Corporation Com	4.7%	4.4%	224,298	+3.0%	$44.9M
GOOGLAlphabet Inc	3.9%	3.4%	104,472	+2.6%	$37.3M
IVVIshares Core S&p 500 ETF	3.7%	3.6%	47,211	-0.5%	$35.4M
MSFTMicrosoft Corp	3.4%	3.6%	88,060	+4.5%	$32.8M
VEUVanguard FTSE All	3.0%	2.8%	346,676	+5.8%	$29.0M
XSMOInvesco S&p Smallcap Momentum ETF	3.0%	2.7%	309,168	-1.6%	$28.9M
SMLFIshares Tr	2.9%	2.8%	315,394	-0.8%	$28.1M
CWBSpdr Series Trust	2.7%	2.5%	238,819	+0.7%	$25.7M
IWMIshares	2.5%	2.4%	80,655	-2.8%	$24.2M
LRCXLam Research Corp	2.5%	1.2%	55,083	+9.6%	$23.9M
JPMJpmorgan Chase & Co	2.4%	2.3%	69,572	+0.6%	$22.8M
AMZNAmazon Com Inc Com	2.3%	2.1%	92,713	+5.3%	$22.1M
IEMGIshares	1.9%	1.7%	224,173	+7.2%	$18.6M
VVisa Inc Com Cl A	1.9%	1.9%	53,928	+0.7%	$18.5M
ETNEaton Corp PLC	1.7%	1.5%	37,334	+0.1%	$15.9M
BACBank of Amer Corp	1.6%	1.5%	265,098	+0.5%	$15.1M
LLYLilly Eli & Co	1.5%	1.3%	11,881	-1.5%	$14.3M
TTWOTake-Two Interactive Softwar	1.4%	1.2%	52,985	+3.1%	$13.2M
CBChubb Limited Com	1.3%	1.4%	37,691	-0.2%	$12.8M
TJXTjx Cos Inc New Com	1.3%	1.5%	84,389	+1.7%	$12.8M
MRKMerck & Co. Inc	1.3%	1.3%	95,113	+2.2%	$12.2M
CORCencora Inc Com	1.2%	1.5%	42,089	-1.0%	$11.9M
CATCaterpillar Inc Com	1.1%	0.8%	9,782	+3.0%	$10.4M
SYKStryker Corporation	1.0%	1.0%	29,350	+7.5%	$9.2M
BLKBlackrock Inc	0.9%	1.0%	8,848	+0.9%	$8.5M
PEPPepsico Inc	0.9%	1.1%	61,985	+1.8%	$8.4M
DEDeere & Co Com	0.8%	0.8%	12,370	-1.9%	$7.8M
WMWaste Mgmt Inc Del	0.8%	0.9%	33,652	+0.9%	$7.5M
WMTWalmart Inc	0.8%	0.9%	66,044	+2.7%	$7.5M
GOOGAlphabet Inc	0.8%	0.7%	20,957	-1.7%	$7.4M
TTTrane Technologies PLC	0.7%	0.7%	14,007	-1.7%	$6.9M
NOWServicenow Inc Com	0.7%	0.7%	64,380	+4.2%	$6.4M
COSTCostco Whsl Corp New	0.7%	0.8%	6,656	-1.9%	$6.2M
AVGOBroadcom Inc	0.6%	—	16,331	—	$6.2M
RSPInvesco S&p 500 Equal Weight ETF	0.6%	0.6%	27,976	+9.2%	$6.0M
FCXFreeport Mcmoran Inc Cl B	0.6%	0.6%	87,700	-1.2%	$5.5M
MAMastercard Inc.	0.6%	0.6%	10,542	-2.8%	$5.4M
CSLCarlisle Cos Inc	0.6%	0.6%	14,518	-3.0%	$5.3M
TRGPTarga Res Corp	0.5%	0.6%	19,457	+0.3%	$5.2M
ORCLOracle Corp	0.5%	0.6%	33,722	-2.5%	$4.9M
CVXChevron Corp New	0.5%	0.7%	29,369	+1.3%	$4.9M
AMGNAmgen Inc Com	0.5%	0.5%	13,155	-0.6%	$4.8M
SLQDIshares 0-5 Year Investmt	0.5%	0.6%	93,812	-9.0%	$4.7M
QQQInvesco Qqq Tr	0.5%	—	6,349	—	$4.7M
IJHIshares Tr	0.5%	—	59,871	—	$4.6M
XOMExxon Mobil Corp	0.5%	0.6%	32,294	+4.3%	$4.4M
CEGConstellation Energy Corp	0.5%	0.6%	17,448	-2.6%	$4.3M
CCJCameco Corp Com	0.4%	—	41,915	—	$4.3M

What River Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.8% /yr; S&P 500 +20.1%
3 years: +16.5% /yr; S&P 500 +20.4%
5 years: +8.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$955.7M	217
Q1 2026	$870.8M	205
Q4 2025	$891.7M	208
Q3 2025	$855.3M	203
Q2 2025	$804.5M	202
Q1 2025	$719.5M	197
Q4 2024	$754.4M	206
Q3 2024	$750.2M	208
Q2 2024	$697.2M	193
Q1 2024	$687.9M	208
Q4 2023	$626.2M	207
Q3 2023	$559.0M	200

Questions about River Wealth Advisors LLC's portfolio

What stocks does River Wealth Advisors LLC own?

River Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 217 positions worth $955.7M. The largest are Apple Inc (AAPL) at 5.7%, Ishares Russell Midcap ETF (IWR) at 5.4%, Nvidia Corporation Com (NVDA) at 4.7%, Alphabet Inc (GOOGL) at 3.9% and Ishares Core S&p 500 ETF (IVV) at 3.7%.

What did River Wealth Advisors LLC buy last quarter?

In Q2 2026, River Wealth Advisors LLC added Lam Research Corp (LRCX) (+9.6% shares), Invesco S&p 500 Equal Weight ETF (RSP) (+9.2% shares) and Stryker Corporation (SYK) (+7.5% shares), compared with its Q1 2026 filing.

What did River Wealth Advisors LLC sell last quarter?

In Q2 2026, River Wealth Advisors LLC cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 T-Mobile US Inc (TMUS), cut from its top 50 Chipotle Mexican Grill Inc (CMG), cut from its top 50 Salesforce Inc Com (CRM) and Ishares 0-5 Year Investmt (SLQD) (-9.0% shares), compared with its Q1 2026 filing.

How has River Wealth Advisors LLC's portfolio performed?

A portfolio copying River Wealth Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +8.2% a year against +11.6%.

When is River Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. River Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does River Wealth Advisors LLC manage?

River Wealth Advisors LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $955.7M.