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River Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 1642570 · latest 13F-HR filed 2026-08-04

Backtest portfolio

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 2026-03-31 filing) the fund opened 17 new positions and exited 5; 112 existing positions rose in reported value and 35 fell.

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.

Loading holdings…
AUM
$955.7M

Long-equity book

Holdings
217

Distinct positions

Period
2026-06-30

Filed 2026-08-04

Q/Q Activity
+17 / −5 / ↑112 / ↓35

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL5.7% · +2%IWR5.4% · +3%NVDA4.7% · +3%GOOGL3.9% · +3%IVV3.7% · -0%MSFT3.4% · +4%VEU3.0% · +6%XSMO3.0% · -2%SMLF2.9% · -1%CWB2.7% · +1%IWM2.5% · -3%LRCX2.5% · +10%JPM2.4% · +1%AMZN2.3% · +5%IEMG1.9% · +7%V1.9% · +1%ETN1.7% · +0%BAC1.6% · +0%LLY1.5% · -2%TTWO1.4% · +3%CB1.3% · -0%TJX1.3% · +2%MRK1.3% · +2%COR1.2% · -1%CAT1.1% · +3%SYK1.0% · +8%BLK0.9% · +1%PEP0.9% · +2%DE0.8% · -2%WM0.8% · +1%WMT0.8% · +3%GOOG0.8% · -2%TT0.7% · -2%NOW0.7% · +4%COST0.7% · -2%AVGO0.6% · +271%RSP0.6% · +9%FCX0.6% · -1%MA0.6% · -3%CSL0.6% · -3%TRGP0.5% · +0%ORCL0.5% · -2%CVX0.5% · +1%AMGN0.5% · -1%SLQD0.5% · -9%QQQ0.5% · -0%IJH0.5% · -2%XOM0.5% · +4%CEG0.5% · -3%CCJ0.4% · -2%IJJ0.4% · -1%DLR0.4% · +4%RTX0.4% · -0%PH0.4% · -2%PHM0.4% · -0%VXF0.4% · -2%PNC0.4% · 0%APD0.4% · -2%TEL0.4% · -0%COF0.4% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 38.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 9, 2026.

Assets Under Management
$1.47B
Discretionary
$1.44B
Employees
20
Accounts
2,589
Address
100 CORPORATE CENTER DRIVE
SUITE 102
CAMP HILL, PA 17011
Phone
(717) 888-9830
Website
Name Title / Status Ownership Type
MANNA, RALPH, E ControlCHIEF COMPLIANCE OFFICER
since Apr 2019
Less than 5%Individual
O'GORMAN, EDWARD, BERNARD ControlCEO, MANAGING PARTNER
since Sep 2021
Less than 5%Individual
RIVER WEALTH HOLDINGS, LLC ControlMEMBER
since Sep 2021
75% or moreDomestic Entity
STEVENSON, REBECCA ControlCHIEF CLIENT OFFICER, MANAGING PARTNER
since Sep 2021
Less than 5%Individual
MERCHANT WEALTH PARTNERS, LLC Control
Indirect owner via RIVER WEALTH HOLDINGS, LLC
MEMBER
since Jun 2023
25–50%Domestic Entity
O'GORMAN, EDWARD, BERNARD Control
Indirect owner via RWA LEGACY PARTNERS, LLC
MEMBER
since Sep 2021
50–75%Individual
RWA LEGACY PARTNERS, LLC Control
Indirect owner via RIVER WEALTH HOLDINGS, LLC
MANAGING MEMBER
since Sep 2021
50–75%Domestic Entity
STEVENSON, REBECCA Control
Indirect owner via RWA LEGACY PARTNERS, LLC
MEMBER
since Sep 2021
25–50%Individual
Ownership & leadership changes · 10 filings with changes since Nov 17, 2014

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Aug 12, 2025 filing
  • AddedSTEVENSON, REBECCA · MEMBER · 25–50% · indirect via RWA LEGACY PARTNERS, LLC · control person
Dec 18, 2024 filing
  • No longer listedCOLLINS, JENNIFER, ANN · CHIEF BUSINESS OFFICER · Less than 5% · control person · listed since Sep 2021
Jun 13, 2023 filing
  • AddedMERCHANT WEALTH PARTNERS, LLC · MEMBER · 25–50% · indirect via RIVER WEALTH HOLDINGS, LLC · control person
Sep 23, 2021 filing
  • No longer listedCAPLAN, ROBERT, ETHAN · MANAGING MEMBER · 75% or more · control person · listed since Oct 2014
  • AddedO'GORMAN, EDWARD, BERNARD · MEMBER · 50–75% · indirect via RWA LEGACY PARTNERS, LLC · control person
  • AddedRIVER WEALTH HOLDINGS, LLC · MEMBER · 75% or more · control person
  • AddedRWA LEGACY PARTNERS, LLC · MANAGING MEMBER · 50–75% · indirect via RIVER WEALTH HOLDINGS, LLC · control person
  • AddedSTEVENSON, REBECCA · CHIEF CLIENT OFFICER, MANAGING PARTNER · Less than 5% · control person
  • ChangedCOLLINS, JENNIFER, ANN · title CHIEF OPERATIONS OFFICER → CHIEF BUSINESS OFFICER
  • ChangedO'GORMAN, EDWARD, BERNARD · title MEMBER → CEO, MANAGING PARTNER; ownership 10–25% → Less than 5%
May 7, 2019 filing
  • AddedMANNA, RALPH, E · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedO'GORMAN, EDWARD, BERNARD · title MEMBER, CHIEF COMPLIANCE OFFICER → MEMBER
Mar 31, 2019 filing
  • No longer listedDOMER, CHARLES, DANIEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2018
  • ChangedO'GORMAN, EDWARD, BERNARD · title MEMBER → MEMBER, CHIEF COMPLIANCE OFFICER
Mar 29, 2018 filing
  • AddedCOLLINS, JENNIFER, ANN · CHIEF OPERATIONS OFFICER · Less than 5% · control person
  • AddedDOMER, CHARLES, DANIEL · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedO'GORMAN, EDWARD, BERNARD · title MEMBER AND CHIEF COMPLIANCE OFFICER → MEMBER
Jun 17, 2016 filing
  • ChangedCAPLAN, ROBERT, ETHAN · title PRINCIPAL → MANAGING MEMBER
  • ChangedO'GORMAN, EDWARD, BERNARD · title CHIEF COMPLIANCE OFFICER → MEMBER AND CHIEF COMPLIANCE OFFICER
Mar 29, 2016 filing
  • ChangedO'GORMAN, EDWARD, BERNARD · ownership Less than 5% → 10–25%
Jan 27, 2015 filing
  • AddedO'GORMAN, EDWARD, BERNARD · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedCAPLAN, ROBERT, ETHAN · title CHIEF COMPLIANCE OFFICER → PRINCIPAL
Older changes (1 more filing)
Nov 17, 2014 filing (earliest on record)
  • ListedCAPLAN, ROBERT, ETHAN · CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

River Wealth Advisors LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
100 CORPORATE CENTER DRIVE
SUITE 102
CAMP HILL, PA 17011
Phone
(717) 888-9830
Filing Manager
River Wealth Advisors LLC
CAMP HILL, PA
Signatory
Ralph Manna
Chief Compliance Officer