River Wealth Advisors
Latest statistics and disclosures from River Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, IWR, IVV, and represent 23.97% of River Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: WMT, MRK, NOW, SMLF, XSMO, LLY, ACN, IWR, COR, DLR.
- Started 7 new stock positions in SCHA, VOX, SCHK, LHX, LH, IWO, JPC.
- Reduced shares in these 10 stocks: LULU (-$5.9M), STZ, UNH, ELV, ARW, NVDA, FDX, AAPL, PHM, BRK.B.
- Sold out of its positions in CAH, STZ, FIDU, LULU, MKC, VBR.
- River Wealth Advisors was a net buyer of stock by $36k.
- River Wealth Advisors has $855M in assets under management (AUM), dropping by 6.32%.
- Central Index Key (CIK): 0001642570
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Portfolio Holdings for River Wealth Advisors
River Wealth Advisors holds 203 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $47M | 186k | 254.63 |
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| Microsoft Corporation (MSFT) | 5.0 | $42M | 82k | 517.95 |
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| NVIDIA Corporation (NVDA) | 4.8 | $41M | -2% | 219k | 186.58 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 4.6 | $40M | +2% | 412k | 96.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 4.0 | $35M | 52k | 669.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $27M | 111k | 243.10 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 3.0 | $26M | +4% | 343k | 74.35 |
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| Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) | 2.9 | $25M | +4% | 337k | 73.57 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $21M | 68k | 315.43 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 2.5 | $21M | 234k | 90.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 2.5 | $21M | 87k | 241.96 |
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| Amazon (AMZN) | 2.1 | $18M | +2% | 83k | 219.57 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.1 | $18M | 248k | 71.37 |
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| Visa Com Cl A (V) | 2.1 | $18M | 51k | 341.38 |
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| Metropcs Communications (TMUS) | 1.8 | $15M | +3% | 64k | 239.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 1.7 | $15M | +6% | 60k | 246.60 |
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| AmerisourceBergen (COR) | 1.6 | $13M | +6% | 43k | 312.53 |
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| Eaton Corp SHS (ETN) | 1.5 | $12M | 33k | 374.25 |
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| Bank of America Corporation (BAC) | 1.4 | $12M | +2% | 236k | 51.59 |
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| Take-Two Interactive Software (TTWO) | 1.3 | $11M | +2% | 43k | 258.36 |
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| Oracle Corporation (ORCL) | 1.2 | $10M | 36k | 281.24 |
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| Chubb (CB) | 1.1 | $9.7M | +5% | 34k | 282.25 |
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| TJX Companies (TJX) | 1.1 | $9.6M | 67k | 144.54 |
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| Eli Lilly & Co. (LLY) | 1.1 | $9.4M | +10% | 12k | 763.03 |
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| Ishares Core Msci Emkt (IEMG) | 1.1 | $9.3M | 141k | 65.92 |
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| Blackrock (BLK) | 1.0 | $8.4M | +5% | 7.2k | 1165.82 |
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| salesforce (CRM) | 0.9 | $7.8M | -2% | 33k | 237.00 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $7.7M | 58k | 133.90 |
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| Pepsi (PEP) | 0.8 | $7.3M | +2% | 52k | 140.44 |
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| Stryker Corporation (SYK) | 0.8 | $7.3M | 20k | 369.68 |
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| Chipotle Mexican Grill (CMG) | 0.8 | $7.1M | +4% | 181k | 39.19 |
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| Merck & Co (MRK) | 0.8 | $6.9M | +24% | 82k | 83.93 |
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| Servicenow (NOW) | 0.8 | $6.8M | +22% | 7.4k | 920.28 |
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| Costco Wholesale Corporation (COST) | 0.8 | $6.7M | 7.3k | 925.62 |
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| Trane Technologies SHS (TT) | 0.8 | $6.4M | 15k | 421.96 |
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| Mastercard Incorporated Cl A (MA) | 0.7 | $6.4M | 11k | 568.82 |
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| Waste Management (WM) | 0.7 | $6.0M | +8% | 27k | 220.83 |
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| Deere & Company (DE) | 0.7 | $5.9M | +6% | 13k | 457.27 |
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| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.7 | $5.9M | -4% | 116k | 50.83 |
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| Wal-Mart Stores (WMT) | 0.7 | $5.7M | +268% | 56k | 103.06 |
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| Carlisle Companies (CSL) | 0.7 | $5.6M | 17k | 328.96 |
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| Constellation Energy (CEG) | 0.6 | $5.4M | +3% | 17k | 329.06 |
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| Chevron Corporation (CVX) | 0.6 | $5.4M | -3% | 35k | 155.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $5.1M | 21k | 243.55 |
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| Tetra Tech (TTEK) | 0.6 | $5.0M | +3% | 149k | 33.38 |
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| Targa Res Corp (TRGP) | 0.5 | $4.6M | -4% | 28k | 167.54 |
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| Te Connectivity Ord Shs (TEL) | 0.5 | $4.3M | 20k | 219.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $4.3M | 66k | 65.26 |
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| Capital One Financial (COF) | 0.5 | $4.2M | 20k | 212.58 |
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| Air Products & Chemicals (APD) | 0.5 | $4.1M | -4% | 15k | 272.73 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $3.9M | 6.6k | 600.35 |
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| Amgen (AMGN) | 0.4 | $3.8M | 14k | 282.21 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.4 | $3.8M | 29k | 129.72 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.8M | -4% | 34k | 112.75 |
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| Pulte (PHM) | 0.4 | $3.7M | -7% | 28k | 132.13 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $3.5M | 21k | 167.33 |
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| Abbvie (ABBV) | 0.4 | $3.5M | 15k | 231.53 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $3.5M | -4% | 17k | 209.34 |
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| Freeport-mcmoran CL B (FCX) | 0.4 | $3.3M | +5% | 84k | 39.22 |
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| Lowe's Companies (LOW) | 0.4 | $3.2M | -4% | 13k | 251.30 |
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| Parker-Hannifin Corporation (PH) | 0.4 | $3.2M | 4.2k | 758.20 |
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| Cameco Corporation (CCJ) | 0.4 | $3.2M | +22% | 38k | 83.86 |
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| Digital Realty Trust (DLR) | 0.4 | $3.0M | +32% | 18k | 172.88 |
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| Home Depot (HD) | 0.4 | $3.0M | 7.4k | 405.16 |
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| Caterpillar (CAT) | 0.3 | $3.0M | 6.2k | 477.14 |
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| Meta Platforms Cl A (META) | 0.3 | $2.9M | 4.0k | 734.38 |
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| Linde SHS (LIN) | 0.3 | $2.8M | 5.9k | 475.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $2.8M | +5% | 95k | 29.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.7M | +18% | 4.0k | 666.18 |
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| Goldman Sachs (GS) | 0.3 | $2.6M | 3.3k | 796.35 |
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| Marsh & McLennan Companies (MMC) | 0.3 | $2.5M | 12k | 201.53 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.3 | $2.4M | 122k | 19.56 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $2.4M | 7.9k | 297.62 |
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| Fifth Third Ban (FITB) | 0.3 | $2.4M | -2% | 53k | 44.55 |
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| PNC Financial Services (PNC) | 0.3 | $2.3M | 12k | 200.92 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.3M | +6% | 6.4k | 365.48 |
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| Johnson & Johnson (JNJ) | 0.3 | $2.3M | 12k | 185.42 |
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| Public Service Enterprise (PEG) | 0.2 | $2.1M | +32% | 25k | 83.46 |
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| Phillips 66 (PSX) | 0.2 | $2.0M | -5% | 15k | 136.02 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.2 | $2.0M | 103k | 19.71 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | -6% | 3.9k | 485.02 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.9M | 3.1k | 612.30 |
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| Procter & Gamble Company (PG) | 0.2 | $1.8M | -4% | 12k | 153.64 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.8M | -3% | 34k | 53.40 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $1.8M | +4% | 3.7k | 479.63 |
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| ConocoPhillips (COP) | 0.2 | $1.8M | -11% | 19k | 94.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.7M | -13% | 3.4k | 502.74 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $1.7M | +11% | 18k | 95.89 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $1.6M | -3% | 26k | 62.47 |
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| Danaher Corporation (DHR) | 0.2 | $1.6M | -2% | 8.0k | 198.26 |
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| D.R. Horton (DHI) | 0.2 | $1.6M | -5% | 9.4k | 169.47 |
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| Anthem (ELV) | 0.2 | $1.6M | -59% | 4.8k | 323.12 |
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| Honeywell International (HON) | 0.2 | $1.5M | 7.0k | 210.51 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.2 | $1.5M | +2% | 71k | 20.57 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.2 | $1.4M | +2% | 74k | 18.81 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.4M | 4.9k | 281.88 |
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| S&p Global (SPGI) | 0.2 | $1.4M | 2.8k | 486.77 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $1.3M | -2% | 14k | 93.37 |
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| Qualcomm (QCOM) | 0.1 | $1.2M | -4% | 7.5k | 166.37 |
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| Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) | 0.1 | $1.2M | +2% | 75k | 16.68 |
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| Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) | 0.1 | $1.2M | +6% | 60k | 20.88 |
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| Allegion Ord Shs (ALLE) | 0.1 | $1.2M | 6.9k | 177.36 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $1.2M | +2% | 71k | 16.90 |
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| Cisco Systems (CSCO) | 0.1 | $1.2M | 17k | 68.42 |
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| Kearny Finl Corp Md (KRNY) | 0.1 | $1.1M | 167k | 6.57 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.1 | $1.1M | 52k | 20.69 |
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| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) | 0.1 | $1.1M | +8% | 50k | 21.47 |
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| McKesson Corporation (MCK) | 0.1 | $1.1M | 1.4k | 772.54 |
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| Truist Financial Corp equities (TFC) | 0.1 | $1.1M | -4% | 23k | 45.72 |
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| Automatic Data Processing (ADP) | 0.1 | $1.0M | -2% | 3.5k | 293.50 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.0M | 4.0k | 254.28 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | -2% | 11k | 89.34 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $983k | 3.0k | 328.19 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $979k | +6% | 5.3k | 186.49 |
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| Wells Fargo & Company (WFC) | 0.1 | $967k | 12k | 83.82 |
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| Norfolk Southern (NSC) | 0.1 | $961k | 3.2k | 300.41 |
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| Rbc Cad (RY) | 0.1 | $956k | 6.5k | 147.32 |
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| Unilever Spon Adr New (UL) | 0.1 | $926k | -3% | 16k | 59.28 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $899k | +62% | 13k | 68.08 |
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| Colgate-Palmolive Company (CL) | 0.1 | $873k | 11k | 79.94 |
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| Prologis (PLD) | 0.1 | $847k | -7% | 7.4k | 114.52 |
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| Broadcom (AVGO) | 0.1 | $831k | +11% | 2.5k | 329.93 |
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| Ingersoll Rand (IR) | 0.1 | $813k | 9.8k | 82.62 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $806k | 5.7k | 142.10 |
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| Netflix (NFLX) | 0.1 | $800k | 667.00 | 1198.92 |
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| Hershey Company (HSY) | 0.1 | $789k | 4.2k | 187.04 |
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| Illinois Tool Works (ITW) | 0.1 | $783k | -4% | 3.0k | 260.77 |
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| Toll Brothers (TOL) | 0.1 | $752k | -6% | 5.4k | 138.14 |
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| General Dynamics Corporation (GD) | 0.1 | $746k | 2.2k | 340.93 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $718k | -3% | 12k | 59.92 |
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| Cigna Corp (CI) | 0.1 | $709k | -5% | 2.5k | 288.26 |
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| Abbott Laboratories (ABT) | 0.1 | $706k | -3% | 5.3k | 133.95 |
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| Tesla Motors (TSLA) | 0.1 | $700k | +15% | 1.6k | 444.72 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $699k | 1.2k | 596.03 |
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| Union Pacific Corporation (UNP) | 0.1 | $697k | 2.9k | 236.33 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $686k | 8.6k | 80.21 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $661k | 5.6k | 118.83 |
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| Walt Disney Company (DIS) | 0.1 | $641k | 5.6k | 114.50 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $639k | 12k | 54.18 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $627k | NEW | 20k | 32.12 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $616k | -16% | 2.8k | 222.20 |
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| McDonald's Corporation (MCD) | 0.1 | $614k | 2.0k | 303.89 |
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| Southern Company (SO) | 0.1 | $612k | 6.5k | 94.77 |
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| Arrow Electronics (ARW) | 0.1 | $612k | -63% | 5.1k | 121.00 |
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| UnitedHealth (UNH) | 0.1 | $605k | -84% | 1.8k | 345.30 |
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| Travelers Companies (TRV) | 0.1 | $604k | 2.2k | 279.16 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $599k | 4.8k | 124.35 |
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| Avery Dennison Corporation (AVY) | 0.1 | $565k | -2% | 3.5k | 162.17 |
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| Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) | 0.1 | $547k | +22% | 26k | 21.02 |
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| Vanguard World Mega Cap Index (MGC) | 0.1 | $540k | 2.2k | 244.09 |
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| Coca-Cola Company (KO) | 0.1 | $528k | -9% | 8.0k | 66.32 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $517k | +5% | 1.1k | 468.41 |
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| Carrier Global Corporation (CARR) | 0.1 | $510k | 8.5k | 59.70 |
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| Masco Corporation (MAS) | 0.1 | $510k | 7.2k | 70.39 |
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| FedEx Corporation (FDX) | 0.1 | $496k | -55% | 2.1k | 235.77 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $492k | -5% | 5.1k | 95.48 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $478k | 1.6k | 293.76 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $476k | -5% | 2.5k | 191.09 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $473k | 3.4k | 140.95 |
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| M&T Bank Corporation (MTB) | 0.1 | $454k | -6% | 2.3k | 197.62 |
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| Morgan Stanley Com New (MS) | 0.1 | $451k | -2% | 2.8k | 158.96 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $423k | 1.4k | 309.74 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $406k | 2.9k | 140.05 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $405k | 4.6k | 87.31 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $388k | 519.00 | 746.63 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $384k | -4% | 2.0k | 192.78 |
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| Applied Materials (AMAT) | 0.0 | $380k | +9% | 1.9k | 204.69 |
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| T. Rowe Price (TROW) | 0.0 | $376k | 3.7k | 102.63 |
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| Moog Cl A (MOG.A) | 0.0 | $374k | 1.8k | 207.67 |
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| Nextera Energy (NEE) | 0.0 | $368k | 4.9k | 75.48 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $359k | -15% | 6.7k | 53.87 |
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| Brown & Brown (BRO) | 0.0 | $358k | 3.8k | 93.79 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $341k | -4% | 1.9k | 183.73 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $330k | +15% | 8.6k | 38.57 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $328k | 1.7k | 190.54 |
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| PPG Industries (PPG) | 0.0 | $324k | -11% | 3.1k | 105.10 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $319k | -4% | 1.3k | 239.64 |
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| Synopsys (SNPS) | 0.0 | $315k | +10% | 639.00 | 493.39 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $315k | -12% | 1.2k | 259.60 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $315k | -9% | 4.1k | 76.34 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $297k | -4% | 3.9k | 76.72 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $293k | NEW | 11k | 27.90 |
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| Cummins (CMI) | 0.0 | $281k | 666.00 | 422.37 |
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| Bristol Myers Squibb (BMY) | 0.0 | $279k | -6% | 6.2k | 45.10 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $276k | 10k | 27.30 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $269k | 3.0k | 89.13 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $260k | 1.9k | 139.67 |
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| Aon Shs Cl A (AON) | 0.0 | $256k | 718.00 | 356.58 |
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| Ameriprise Financial (AMP) | 0.0 | $254k | 517.00 | 491.25 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $247k | -20% | 3.7k | 66.87 |
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| PPL Corporation (PPL) | 0.0 | $244k | -9% | 6.6k | 37.16 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $238k | 1.2k | 195.86 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $230k | 461.00 | 499.21 |
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| Broadridge Financial Solutions (BR) | 0.0 | $223k | 936.00 | 238.17 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.0 | $216k | NEW | 1.2k | 187.73 |
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| Nucor Corporation (NUE) | 0.0 | $213k | -7% | 1.6k | 135.47 |
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| Zimmer Holdings (ZBH) | 0.0 | $210k | -8% | 2.1k | 98.48 |
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| L3harris Technologies (LHX) | 0.0 | $210k | NEW | 686.00 | 305.41 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $207k | NEW | 646.00 | 320.04 |
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| Labcorp Holdings Com Shs (LH) | 0.0 | $204k | NEW | 710.00 | 287.06 |
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| Emerson Electric (EMR) | 0.0 | $203k | 1.6k | 131.15 |
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| Watsco, Incorporated (WSO) | 0.0 | $202k | 500.00 | 404.30 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $120k | NEW | 15k | 8.20 |
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Past Filings by River Wealth Advisors
SEC 13F filings are viewable for River Wealth Advisors going back to 2015
- River Wealth Advisors 2025 Q3 filed Nov. 12, 2025
- River Wealth Advisors 2025 Q2 filed Aug. 13, 2025
- River Wealth Advisors 2025 Q1 filed May 14, 2025
- River Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- River Wealth Advisors 2024 Q3 filed Nov. 12, 2024
- River Wealth Advisors 2024 Q1 filed May 14, 2024
- River Wealth Advisors 2023 Q4 filed Feb. 13, 2024
- River Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- River Wealth Advisors 2023 Q2 filed Aug. 9, 2023
- River Wealth Advisors 2023 Q1 filed May 11, 2023
- River Wealth Advisors 2022 Q4 filed Feb. 10, 2023
- River Wealth Advisors 2022 Q3 filed Nov. 14, 2022
- River Wealth Advisors 2022 Q2 filed Aug. 10, 2022
- River Wealth Advisors 2022 Q1 filed May 9, 2022
- River Wealth Advisors 2021 Q4 filed Feb. 11, 2022
- River Wealth Advisors 2021 Q3 filed Nov. 12, 2021