River Wealth Advisors

River Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 208 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $51M 186k 271.86
Ishares Tr Rus Mid Cap Etf (IWR) 4.6 $41M 430k 96.27
NVIDIA Corporation (NVDA) 4.5 $40M 217k 186.50
Microsoft Corporation (MSFT) 4.4 $39M 81k 483.62
Ishares Tr Core S&p500 Etf (IVV) 4.0 $36M 52k 684.94
Alphabet Cap Stk Cl A (GOOGL) 3.7 $33M 107k 313.00
Ishares Tr Us Sml Cap Eqt (SMLF) 3.0 $27M 361k 74.88
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.9 $26M 357k 72.01
JPMorgan Chase & Co. (JPM) 2.5 $22M 69k 322.22
Ishares Tr Russell 2000 Etf (IWM) 2.4 $21M 86k 246.16
Spdr Series Trust State Street Spd (CWB) 2.4 $21M 235k 89.20
Amazon (AMZN) 2.2 $20M 86k 230.82
Visa Com Cl A (V) 2.1 $19M 53k 350.71
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.1 $18M 249k 73.56
Accenture Plc Ireland Shs Class A (ACN) 2.0 $18M 67k 268.30
AmerisourceBergen (COR) 1.7 $15M 44k 337.75
Bank of America Corporation (BAC) 1.6 $14M 260k 55.00
Eli Lilly & Co. (LLY) 1.5 $14M 13k 1074.71
Metropcs Communications (TMUS) 1.5 $13M 66k 203.04
Take-Two Interactive Software (TTWO) 1.3 $12M 47k 256.03
Eaton Corp SHS (ETN) 1.3 $12M 37k 318.51
Chubb (CB) 1.3 $12M 37k 312.12
TJX Companies (TJX) 1.2 $11M 73k 153.61
Merck & Co (MRK) 1.1 $9.9M 94k 105.26
Ishares Core Msci Emkt (IEMG) 1.1 $9.8M 145k 67.22
Lam Research Corp Com New (LRCX) 1.0 $9.2M 54k 171.18
Blackrock (BLK) 1.0 $8.8M 8.3k 1070.30
salesforce (CRM) 1.0 $8.8M 33k 264.91
Pepsi (PEP) 1.0 $8.8M 61k 143.52
Chipotle Mexican Grill (CMG) 0.9 $8.0M 215k 37.00
Stryker Corporation (SYK) 0.9 $7.9M 23k 351.48
Servicenow (NOW) 0.8 $7.1M 46k 153.19
Wal-Mart Stores (WMT) 0.8 $7.1M 64k 111.41
Oracle Corporation (ORCL) 0.8 $6.9M 35k 194.91
Alphabet Cap Stk Cl C (GOOG) 0.8 $6.8M 22k 313.80
Waste Management (WM) 0.8 $6.7M 31k 219.71
Mastercard Incorporated Cl A (MA) 0.7 $6.3M 11k 570.90
Constellation Energy (CEG) 0.7 $6.3M 18k 353.27
Deere & Company (DE) 0.7 $6.0M 13k 465.55
Costco Wholesale Corporation (COST) 0.7 $6.0M 7.0k 862.32
Trane Technologies SHS (TT) 0.6 $5.6M 14k 389.20
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $5.5M 108k 50.70
Chevron Corporation (CVX) 0.6 $5.4M 36k 152.41
Carlisle Companies (CSL) 0.6 $5.1M 16k 319.87
Tetra Tech (TTEK) 0.5 $4.9M 146k 33.54
Targa Res Corp (TRGP) 0.5 $4.8M 26k 184.50
Freeport-mcmoran CL B (FCX) 0.5 $4.6M 91k 50.79
Amgen (AMGN) 0.5 $4.5M 14k 327.32
Capital One Financial (COF) 0.5 $4.5M 18k 242.36
Caterpillar (CAT) 0.5 $4.4M 7.7k 572.90
Exxon Mobil Corporation (XOM) 0.5 $4.1M 34k 120.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.1M 61k 66.00
Cameco Corporation (CCJ) 0.4 $4.0M 44k 91.49
Te Connectivity Ord Shs (TEL) 0.4 $4.0M 17k 227.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.9M 6.4k 614.31
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $3.8M 29k 131.59
Raytheon Technologies Corp (RTX) 0.4 $3.8M 21k 183.40
Parker-Hannifin Corporation (PH) 0.4 $3.5M 4.0k 879.02
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.4M 16k 209.13
Abbvie (ABBV) 0.4 $3.4M 15k 228.49
Digital Realty Trust (DLR) 0.4 $3.3M 22k 154.71
Pulte (PHM) 0.4 $3.3M 28k 117.26
Air Products & Chemicals (APD) 0.4 $3.2M 13k 247.02
PNC Financial Services (PNC) 0.3 $3.1M 15k 208.73
Johnson & Johnson (JNJ) 0.3 $2.9M 14k 206.96
Goldman Sachs (GS) 0.3 $2.9M 3.3k 878.97
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.8M 94k 30.07
Lowe's Companies (LOW) 0.3 $2.7M 11k 241.16
Public Service Enterprise (PEG) 0.3 $2.6M 33k 80.30
Meta Platforms Cl A (META) 0.3 $2.6M 3.9k 660.12
Home Depot (HD) 0.3 $2.5M 7.3k 344.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $2.5M 3.7k 681.97
Linde SHS (LIN) 0.3 $2.4M 5.7k 426.39
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.4M 6.4k 373.44
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.4M 7.9k 302.11
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.2 $2.2M 112k 19.57
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.1M 3.4k 627.18
Thermo Fisher Scientific (TMO) 0.2 $2.1M 3.6k 579.45
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $1.9M 95k 19.74
Marsh & McLennan Companies 0.2 $1.8M 10k 185.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.8M 3.7k 502.65
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.8M 33k 54.71
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.8M 3.7k 487.90
Danaher Corporation (DHR) 0.2 $1.8M 7.8k 228.91
Phillips 66 (PSX) 0.2 $1.7M 14k 129.04
Procter & Gamble Company (PG) 0.2 $1.6M 12k 143.31
Select Sector Spdr Tr State Street Tec (XLK) 0.2 $1.5M 11k 143.97
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.5M 16k 96.88
Broadcom (AVGO) 0.2 $1.5M 4.3k 346.10
ConocoPhillips (COP) 0.2 $1.5M 16k 93.61
Anthem (ELV) 0.2 $1.4M 4.1k 350.55
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.2 $1.4M 68k 20.88
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.4M 69k 20.60
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.4M 75k 18.84
S&p Global (SPGI) 0.2 $1.4M 2.6k 522.59
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $1.3M 79k 16.70
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $1.3M 75k 16.92
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.1 $1.2M 58k 21.46
Kearny Finl Corp Md (KRNY) 0.1 $1.2M 167k 7.41
Qualcomm (QCOM) 0.1 $1.2M 7.2k 171.05
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M 13k 96.03
Tesla Motors (TSLA) 0.1 $1.2M 2.6k 449.68
McKesson Corporation (MCK) 0.1 $1.1M 1.4k 820.29
D.R. Horton (DHI) 0.1 $1.1M 7.8k 144.02
Rbc Cad (RY) 0.1 $1.1M 6.5k 170.49
Honeywell International (HON) 0.1 $1.1M 5.6k 195.09
Allegion Ord Shs (ALLE) 0.1 $1.1M 6.8k 159.22
Ishares Tr Select Divid Etf (DVY) 0.1 $1.1M 7.5k 141.14
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.0M 4.0k 257.95
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $1.0M 23k 44.71
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.0M 3.0k 335.26
Vanguard Index Fds Value Etf (VTV) 0.1 $944k 4.9k 190.99
Norfolk Southern (NSC) 0.1 $924k 3.2k 288.72
Cisco Systems (CSCO) 0.1 $890k 12k 77.03
Prologis (PLD) 0.1 $890k 7.0k 127.67
Automatic Data Processing (ADP) 0.1 $878k 3.4k 257.21
Wells Fargo & Company (WFC) 0.1 $861k 9.2k 93.20
Ishares Tr Core Div Grwth (DGRO) 0.1 $847k 12k 69.42
Boeing Company (BA) 0.1 $828k 3.8k 217.15
Unilever Spon Adr New (UL) 0.1 $813k 12k 65.40
Ingersoll Rand (IR) 0.1 $779k 9.8k 79.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $759k 12k 62.47
General Dynamics Corporation (GD) 0.1 $755k 2.2k 336.59
Hershey Company (HSY) 0.1 $747k 4.1k 181.99
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.1 $745k 35k 21.02
Toll Brothers (TOL) 0.1 $722k 5.3k 135.22
Colgate-Palmolive Company (CL) 0.1 $720k 9.1k 79.02
Illinois Tool Works (ITW) 0.1 $713k 2.9k 246.33
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $706k 1.2k 603.28
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $700k 13k 53.76
Travelers Companies (TRV) 0.1 $697k 2.4k 290.01
Ishares Msci Japan Etf (EWJ) 0.1 $690k 8.6k 80.74
Abbott Laboratories (ABT) 0.1 $675k 5.4k 125.30
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $659k 5.5k 120.18
Cigna Corp (CI) 0.1 $659k 2.4k 275.24
Walt Disney Company (DIS) 0.1 $646k 5.7k 113.77
Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $640k 20k 32.80
Netflix (NFLX) 0.1 $629k 6.7k 93.76
FedEx Corporation (FDX) 0.1 $608k 2.1k 288.82
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $605k 2.7k 224.70
Southern Company (SO) 0.1 $562k 6.4k 87.20
Coca-Cola Company (KO) 0.1 $560k 8.0k 69.91
Nextera Energy (NEE) 0.1 $554k 6.9k 80.28
Proshares Tr Pshs Ultra Tech (ROM) 0.1 $552k 5.9k 94.30
Ishares Tr Core Msci Eafe (IEFA) 0.1 $545k 6.1k 89.46
Vanguard World Mega Cap Index (MGC) 0.1 $543k 2.2k 251.17
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $523k 1.1k 473.30
Toyota Motor Corp Ads (TM) 0.1 $509k 2.4k 214.06
Morgan Stanley Com New (MS) 0.1 $504k 2.8k 177.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $485k 3.4k 143.52
Applied Materials (AMAT) 0.1 $484k 1.9k 256.92
Arrow Electronics (ARW) 0.1 $482k 4.4k 110.18
Fifth Third Ban (FITB) 0.1 $477k 10k 46.81
Carrier Global Corporation (CARR) 0.1 $473k 9.0k 52.84
PPL Corporation (PPL) 0.1 $465k 13k 35.02
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $463k 1.6k 290.20
Kimberly-Clark Corporation (KMB) 0.1 $461k 4.6k 100.88
Intuitive Surgical Com New (ISRG) 0.1 $453k 800.00 566.36
M&T Bank Corporation (MTB) 0.1 $449k 2.2k 201.48
Moog Cl A (MOG.A) 0.0 $438k 1.8k 243.55
Charles Schwab Corporation (SCHW) 0.0 $435k 4.4k 99.91
Spdr Series Trust State Street Spd (SDY) 0.0 $400k 2.9k 139.16
Masco Corporation (MAS) 0.0 $397k 6.3k 63.46
Vanguard World Inf Tech Etf (VGT) 0.0 $391k 519.00 753.78
Union Pacific Corporation (UNP) 0.0 $384k 1.7k 231.26
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $370k 6.8k 54.77
T. Rowe Price (TROW) 0.0 $360k 3.5k 102.37
McDonald's Corporation (MCD) 0.0 $359k 1.2k 305.63
Vanguard World Health Car Etf (VHT) 0.0 $349k 1.2k 287.85
UnitedHealth (UNH) 0.0 $346k 1.0k 330.11
Select Sector Spdr Tr State Street Con (XLY) 0.0 $344k 2.9k 119.41
Cummins (CMI) 0.0 $340k 666.00 510.45
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $339k 8.6k 39.59
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $319k 4.1k 77.74
Texas Instruments Incorporated (TXN) 0.0 $318k 1.8k 173.45
Bristol Myers Squibb (BMY) 0.0 $310k 5.7k 53.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $309k 11k 27.43
Paychex (PAYX) 0.0 $306k 2.7k 112.18
At&t (T) 0.0 $303k 12k 24.84
PPG Industries (PPG) 0.0 $303k 3.0k 102.46
Quest Diagnostics Incorporated (DGX) 0.0 $299k 1.7k 173.49
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $298k 5.7k 52.72
Lockheed Martin Corporation (LMT) 0.0 $291k 602.00 483.67
Marathon Petroleum Corp (MPC) 0.0 $287k 1.8k 162.67
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $276k 3.0k 91.40
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $267k 3.6k 74.28
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $262k 1.9k 141.05
Nucor Corporation (NUE) 0.0 $258k 1.6k 163.16
Altria (MO) 0.0 $258k 4.5k 57.66
Avery Dennison Corporation (AVY) 0.0 $255k 1.4k 181.88
Aon Shs Cl A (AON) 0.0 $246k 698.00 352.88
Ameriprise Financial (AMP) 0.0 $245k 500.00 490.34
Ishares Tr U.s. Tech Etf (IYW) 0.0 $243k 1.2k 199.68
Palantir Technologies Cl A (PLTR) 0.0 $237k 1.3k 177.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $230k 8.1k 28.48
L3harris Technologies (LHX) 0.0 $226k 769.00 293.57
Emerson Electric (EMR) 0.0 $225k 1.7k 132.73
Vanguard World Comm Srvc Etf (VOX) 0.0 $223k 1.2k 193.63
Verizon Communications (VZ) 0.0 $220k 5.4k 40.73
Arthur J. Gallagher & Co. (AJG) 0.0 $218k 843.00 258.79
C H Robinson Worldwide Com New (CHRW) 0.0 $218k 1.4k 160.76
Brown & Brown (BRO) 0.0 $215k 2.7k 79.70
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $211k 2.4k 88.51
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $209k 646.00 323.01
Invesco Exch Trd Slf Idx Bulletshares (BSCZ) 0.0 $204k 9.8k 20.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $201k 1.5k 136.94
Blackstone Group Inc Com Cl A (BX) 0.0 $200k 1.3k 154.14
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $119k 15k 8.11