River Wealth Advisors LLC — 13F Holdings & Portfolio
CIK 1642570 · latest 13F-HR filed 2026-05-13
River Wealth Advisors LLC manages $870.8M in 13F-reported U.S. long-equity assets across 205 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (5.38%), IWR (5.03%), NVDA (4.36%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 9, added to 54, and trimmed 89.
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.
$870.8M
Long-equity book
205
Distinct positions
2026-03-31
Filed 2026-05-13
+6 / −9 / ↑54 / ↓89
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INTL EQUITY INDEX F$6.3M +34.5%
- ISHARES INC$4.8M +49.3%
- ISHARES TR$2.4M +5.7%
- CATERPILLAR INC$2.3M +53.2%
- TJX COS INC NEW$2.1M +18.9%
Top Trims
- MICROSOFT CORP-$8.0M -20.5%
- ISHARES TR-$4.5M -12.8%
- ALPHABET INC-$4.1M -12.3%
- APPLE INC-$3.7M -7.4%
- ISHARES TR-$3.0M -11.1%
New Positions
- INVESCO EXCHANGE TRADED FD T$4.9M
- TRUIST FINL CORP$370.4K
- SCHWAB STRATEGIC TR$245.1K
- ISHARES GOLD TR$225.2K
- ENTERGY CORP NEW$202.9K
Exited Positions
- SCHWAB STRATEGIC TR$640.1K
- AT&T INC$303.3K
- SCHWAB STRATEGIC TR$229.5K
- GALLAGHER ARTHUR J & CO$218.2K
- BROWN & BROWN INC$214.7K
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 | $46.8M | 5.38% | 184,513 | SH |
| 2 | ISHARES TR | IWR | 464287499 | $43.8M | 5.03% | 450,160 | SH |
| 3 | NVIDIA CORPORATION | NVDA | 67066G104 | $38.0M | 4.36% | 217,779 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $31.2M | 3.58% | 84,305 | SH |
| 5 | ISHARES TR | IVV | 464287200 | $31.0M | 3.56% | 47,449 | SH |
| 6 | ALPHABET INC | GOOGL | 02079K305 | $29.3M | 3.36% | 101,872 | SH |
| 7 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $24.6M | 2.83% | 327,769 | SH |
| 8 | ISHARES TR | SMLF | 46434V290 | $24.0M | 2.76% | 317,974 | SH |
| 9 | INVESCO EXCHANGE TRADED FD T | XSMO | 46137V498 | $23.9M | 2.74% | 314,190 | SH |
| 10 | SPDR SERIES TRUST | CWB | 78464A359 | $21.7M | 2.49% | 237,136 | SH |
| 11 | ISHARES TR | IWM | 464287655 | $20.6M | 2.36% | 83,013 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $20.3M | 2.34% | 69,124 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $18.3M | 2.10% | 88,007 | SH |
| 14 | VISA INC | V | 92826C839 | $16.2M | 1.86% | 53,568 | SH |
| 15 | ACCENTURE PLC IRELAND | ACN | G1151C101 | $15.1M | 1.74% | 76,204 | SH |
| 16 | ISHARES INC | IEMG | 46434G103 | $14.6M | 1.68% | 209,199 | SH |
| 17 | T-MOBILE US INC | TMUS | 872590104 | $14.3M | 1.65% | 68,214 | SH |
| 18 | CENCORA INC | COR | 03073E105 | $13.4M | 1.53% | 42,516 | SH |
| 19 | EATON CORP PLC | ETN | G29183103 | $13.3M | 1.53% | 37,314 | SH |
| 20 | TJX COS INC NEW | TJX | 872540109 | $13.2M | 1.52% | 82,961 | SH |
| 21 | BANK AMERICA CORP | BAC | 060505104 | $12.9M | 1.48% | 263,873 | SH |
| 22 | CHUBB LTD SWITZ | CB | H1467J104 | $12.3M | 1.41% | 37,763 | SH |
| 23 | MERCK & CO INC | MRK | 58933Y105 | $11.2M | 1.29% | 93,102 | SH |
| 24 | ELI LILLY & CO | LLY | 532457108 | $11.1M | 1.27% | 12,056 | SH |
| 25 | LAM RESEARCH CORP | LRCX | 512807306 | $10.7M | 1.23% | 50,278 | SH |
| 26 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $10.2M | 1.17% | 51,404 | SH |
| 27 | PEPSICO INC | PEP | 713448108 | $9.5M | 1.09% | 60,886 | SH |
| 28 | STRYKER CORPORATION | SYK | 863667101 | $9.0M | 1.03% | 27,302 | SH |
| 29 | BLACKROCK INC | BLK | 09290D101 | $8.4M | 0.97% | 8,769 | SH |
| 30 | WALMART INC | WMT | 931142103 | $8.0M | 0.92% | 64,296 | SH |
| 31 | WASTE MGMT INC DEL | WM | 94106L109 | $7.7M | 0.88% | 33,344 | SH |
| 32 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $7.6M | 0.87% | 236,963 | SH |
| 33 | DEERE & CO | DE | 244199105 | $7.1M | 0.82% | 12,608 | SH |
| 34 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.8M | 0.78% | 6,786 | SH |
| 35 | CATERPILLAR INC | CAT | 149123101 | $6.7M | 0.77% | 9,494 | SH |
| 36 | SERVICENOW INC | NOW | 81762P102 | $6.5M | 0.74% | 61,802 | SH |
| 37 | SALESFORCE INC | CRM | 79466L302 | $6.1M | 0.70% | 32,804 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $6.1M | 0.70% | 21,320 | SH |
| 39 | CHEVRON CORPORATION | CVX | 166764100 | $6.0M | 0.69% | 28,999 | SH |
| 40 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $5.9M | 0.68% | 14,246 | SH |
| 41 | MASTERCARD INCORPORATED | MA | 57636Q104 | $5.4M | 0.62% | 10,844 | SH |
| 42 | EXXON MOBIL CORP | XOM | 30231G102 | $5.3M | 0.60% | 30,957 | SH |
| 43 | FREEPORT MCMORAN INC | FCX | 35671D857 | $5.2M | 0.60% | 88,799 | SH |
| 44 | ISHARES TR | SLQD | 46434V100 | $5.2M | 0.60% | 103,130 | SH |
| 45 | ORACLE CORP | ORCL | 68389X105 | $5.1M | 0.58% | 34,588 | SH |
| 46 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $5.0M | 0.57% | 17,911 | SH |
| 47 | CARLISLE COS INC | CSL | 142339100 | $5.0M | 0.57% | 14,960 | SH |
| 48 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $4.9M | 0.56% | 25,619 | SH |
| 49 | TARGA RES CORP | TRGP | 87612G101 | $4.9M | 0.56% | 19,407 | SH |
| 50 | AMGEN INC | AMGN | 031162100 | $4.7M | 0.53% | 13,239 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |