River Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1642570 · latest 13F-HR filed 2026-08-04
River Wealth Advisors LLC manages $955.7M in 13F-reported U.S. long-equity assets across 217 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (5.70%), IWR (5.35%), NVDA (4.70%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 17 new positions, exited 5, added to 112, and trimmed 35.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 102
CAMP HILL, PA 17011
$955.7M
Long-equity book
217
Distinct positions
2026-06-30
Filed 2026-08-04
+17 / −5 / ↑112 / ↓35
vs 2026-06-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$13.1M +122.2%
- ALPHABET INC$8.0M +27.4%
- APPLE INC$7.7M +16.4%
- ISHARES TR$7.4M +16.9%
- NVIDIA CORPORATION$6.9M +18.2%
Top Trims
- ACCENTURE PLC IRELAND-$14.9M -98.3%
- T-MOBILE US INC-$13.1M -91.1%
- CHIPOTLE MEXICAN GRILL INC-$6.7M -88.7%
- CENCORA INC-$1.4M -10.8%
- CHEVRON CORPORATION-$1.1M -18.9%
New Positions
- MARVELL TECHNOLOGY INC$3.1M
- PALO ALTO NETWORKS INC$2.8M
- MCCORMICK & CO INC$784.3K
- HONEYWELL INTL INC$614.3K
- HONEYWELL AEROSPACE INC$607.1K
Exited Positions
- SALESFORCE INC$6.1M
- HONEYWELL INTL INC$1.2M
- ISHARES GOLD TR$225.2K
- INTUITIVE SURGICAL INC$220.8K
- PALANTIR TECHNOLOGIES INC$204.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $54.5M | 5.70% | 188,343 | SH |
| 2 | ISHARES TR | IWR | 464287499 | $51.2M | 5.35% | 463,864 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $44.9M | 4.70% | 224,298 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $37.3M | 3.91% | 104,472 | SH |
| 5 | ISHARES TR | IVV | 464287200 | $35.4M | 3.70% | 47,211 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $32.8M | 3.44% | 88,060 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $29.0M | 3.04% | 346,676 | SH |
| 8 | INVESCO EXCHANGE TRADED FD T | XSMO | 46137V498 | $28.9M | 3.03% | 309,168 | SH |
| 9 | ISHARES TR | SMLF | 46434V290 | $28.1M | 2.94% | 315,394 | SH |
| 10 | SPDR SERIES TRUST | CWB | 78464A359 | $25.7M | 2.69% | 238,819 | SH |
| 11 | ISHARES TR | IWM | 464287655 | $24.2M | 2.54% | 80,655 | SH |
| 12 | LAM RESEARCH CORP | LRCX | 512807306 | $23.9M | 2.50% | 55,083 | SH |
| 13 | JPMORGAN CHASE & CO | JPM | 46625H100 | $22.8M | 2.38% | 69,572 | SH |
| 14 | AMAZON COM INC | AMZN | 023135106 | $22.1M | 2.31% | 92,713 | SH |
| 15 | ISHARES INC | IEMG | 46434G103 | $18.6M | 1.94% | 224,173 | SH |
| 16 | VISA INC | V | 92826C839 | $18.5M | 1.94% | 53,928 | SH |
| 17 | EATON CORP PLC | ETN | G29183103 | $15.9M | 1.66% | 37,334 | SH |
| 18 | BANK OF AMER CORP | BAC | 060505104 | $15.1M | 1.58% | 265,098 | SH |
| 19 | ELI LILLY & CO | LLY | 532457108 | $14.3M | 1.49% | 11,881 | SH |
| 20 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $13.2M | 1.39% | 52,985 | SH |
| 21 | CHUBB LIMITED | CB | H1467J104 | $12.8M | 1.34% | 37,691 | SH |
| 22 | TJX COS INC NEW | TJX | 872540109 | $12.8M | 1.34% | 84,389 | SH |
| 23 | MERCK & CO INC | MRK | 58933Y105 | $12.2M | 1.28% | 95,113 | SH |
| 24 | CENCORA INC | COR | 03073E105 | $11.9M | 1.25% | 42,089 | SH |
| 25 | CATERPILLAR INC | CAT | 149123101 | $10.4M | 1.09% | 9,782 | SH |
| 26 | STRYKER CORPORATION | SYK | 863667101 | $9.2M | 0.97% | 29,350 | SH |
| 27 | BLACKROCK INC | BLK | 09290D101 | $8.5M | 0.89% | 8,848 | SH |
| 28 | PEPSICO INC | PEP | 713448108 | $8.4M | 0.88% | 61,985 | SH |
| 29 | DEERE & CO | DE | 244199105 | $7.8M | 0.82% | 12,370 | SH |
| 30 | WASTE MGMT INC DEL | WM | 94106L109 | $7.5M | 0.78% | 33,652 | SH |
| 31 | WALMART INC | WMT | 931142103 | $7.5M | 0.78% | 66,044 | SH |
| 32 | ALPHABET INC | GOOG | 02079K107 | $7.4M | 0.77% | 20,957 | SH |
| 33 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $6.9M | 0.72% | 14,007 | SH |
| 34 | SERVICENOW INC | NOW | 81762P102 | $6.4M | 0.67% | 64,380 | SH |
| 35 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.2M | 0.65% | 6,656 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $6.2M | 0.65% | 16,331 | SH |
| 37 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $6.0M | 0.62% | 27,976 | SH |
| 38 | FREEPORT MCMORAN INC | FCX | 35671D857 | $5.5M | 0.58% | 87,700 | SH |
| 39 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.4M | 0.57% | 10,542 | SH |
| 40 | CARLISLE COS INC | CSL | 142339100 | $5.3M | 0.55% | 14,518 | SH |
| 41 | TARGA RES CORP | TRGP | 87612G101 | $5.2M | 0.55% | 19,457 | SH |
| 42 | ORACLE CORP | ORCL | 68389X105 | $4.9M | 0.52% | 33,722 | SH |
| 43 | CHEVRON CORPORATION | CVX | 166764100 | $4.9M | 0.51% | 29,369 | SH |
| 44 | AMGEN INC | AMGN | 031162100 | $4.8M | 0.50% | 13,155 | SH |
| 45 | ISHARES TR | SLQD | 46434V100 | $4.7M | 0.49% | 93,812 | SH |
| 46 | INVESCO QQQ TR | QQQ | 46090E103 | $4.7M | 0.49% | 6,349 | SH |
| 47 | ISHARES TR | IJH | 464287507 | $4.6M | 0.48% | 59,871 | SH |
| 48 | EXXON MOBIL CORP | XOM | 30231G102 | $4.4M | 0.46% | 32,294 | SH |
| 49 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $4.3M | 0.45% | 17,448 | SH |
| 50 | CAMECO CORP | CCJ | 13321L108 | $4.3M | 0.45% | 41,915 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-04 | $955.7M | 217 | 0001642570-26-000008 |
| 2026-06-30 | 2026-08-04 | $870.8M | 205 | 0001642570-26-000007 |
| 2026-03-31 | 2026-05-13 | $870.8M | 205 | 0001642570-26-000005 |
| 2025-12-31 | 2026-02-13 | $891.7M | 208 | 0001642570-26-000003 |
| 2025-09-30 | 2025-11-12 | $855.3M | 203 | 0001642570-25-000011 |