River Wealth Advisors

River Wealth Advisors as of March 31, 2026

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 205 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $47M 185k 253.79
Ishares Tr Rus Mid Cap Etf (IWR) 5.0 $44M 450k 97.23
NVIDIA Corporation (NVDA) 4.4 $38M 218k 174.40
Microsoft Corporation (MSFT) 3.6 $31M 84k 370.17
Ishares Tr Core S&p500 Etf (IVV) 3.6 $31M 47k 653.21
Alphabet Cap Stk Cl A (GOOGL) 3.4 $29M 102k 287.56
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.8 $25M 328k 75.10
Ishares Tr Us Sml Cap Eqt (SMLF) 2.8 $24M 318k 75.49
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 2.7 $24M 314k 76.02
Spdr Series Trust State Street Spd (CWB) 2.5 $22M 237k 91.52
Ishares Tr Russell 2000 Etf (IWM) 2.4 $21M 83k 248.00
JPMorgan Chase & Co. (JPM) 2.3 $20M 69k 294.16
Amazon (AMZN) 2.1 $18M 88k 208.27
Visa Com Cl A (V) 1.9 $16M 54k 302.24
Accenture Plc Ireland Shs Class A (ACN) 1.7 $15M 76k 198.29
Ishares Core Msci Emkt (IEMG) 1.7 $15M 209k 69.75
Metropcs Communications (TMUS) 1.6 $14M 68k 210.03
AmerisourceBergen (COR) 1.5 $13M 43k 314.14
Eaton Corp SHS (ETN) 1.5 $13M 37k 357.67
TJX Companies (TJX) 1.5 $13M 83k 159.70
Bank of America Corporation (BAC) 1.5 $13M 264k 48.75
Chubb (CB) 1.4 $12M 38k 325.93
Merck & Co (MRK) 1.3 $11M 93k 120.29
Eli Lilly & Co. (LLY) 1.3 $11M 12k 919.75
Lam Research Corp Com New (LRCX) 1.2 $11M 50k 213.66
Take-Two Interactive Software (TTWO) 1.2 $10M 51k 197.50
Pepsi (PEP) 1.1 $9.5M 61k 155.29
Stryker Corporation (SYK) 1.0 $9.0M 27k 328.58
Blackrock (BLK) 1.0 $8.4M 8.8k 961.76
Wal-Mart Stores (WMT) 0.9 $8.0M 64k 124.28
Waste Management (WM) 0.9 $7.7M 33k 229.79
Chipotle Mexican Grill (CMG) 0.9 $7.6M 237k 32.01
Deere & Company (DE) 0.8 $7.1M 13k 563.29
Costco Wholesale Corporation (COST) 0.8 $6.8M 6.8k 996.40
Caterpillar (CAT) 0.8 $6.7M 9.5k 708.49
Servicenow (NOW) 0.7 $6.5M 62k 104.55
salesforce (CRM) 0.7 $6.1M 33k 186.67
Alphabet Cap Stk Cl C (GOOG) 0.7 $6.1M 21k 286.86
Chevron Corporation (CVX) 0.7 $6.0M 29k 206.90
Trane Technologies SHS (TT) 0.7 $5.9M 14k 416.74
Mastercard Incorporated Cl A (MA) 0.6 $5.4M 11k 499.67
Exxon Mobil Corporation (XOM) 0.6 $5.3M 31k 169.66
Freeport Mcmoran CL B (FCX) 0.6 $5.2M 89k 58.78
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $5.2M 103k 50.49
Oracle Corporation (ORCL) 0.6 $5.1M 35k 147.11
Constellation Energy (CEG) 0.6 $5.0M 18k 279.26
Carlisle Companies (CSL) 0.6 $5.0M 15k 333.61
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $4.9M 26k 191.92
Targa Res Corp (TRGP) 0.6 $4.9M 19k 250.73
Amgen (AMGN) 0.5 $4.7M 13k 351.86
Cameco Corporation (CCJ) 0.5 $4.6M 43k 108.61
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.1M 61k 67.53
Tetra Tech (TTEK) 0.5 $4.0M 133k 30.12
Digital Realty Trust (DLR) 0.5 $4.0M 22k 180.21
Raytheon Technologies Corp (RTX) 0.4 $3.9M 20k 192.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $3.8M 29k 132.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $3.7M 6.4k 577.17
Te Connectivity Ord Shs (TEL) 0.4 $3.6M 17k 209.02
Air Products & Chemicals (APD) 0.4 $3.6M 12k 290.49
Parker-Hannifin Corporation (PH) 0.4 $3.5M 3.9k 895.24
Johnson & Johnson (JNJ) 0.4 $3.3M 14k 244.44
Capital One Financial (COF) 0.4 $3.2M 18k 182.43
Pulte (PHM) 0.4 $3.2M 27k 117.61
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.1M 15k 205.81
Public Service Enterprise (PEG) 0.3 $3.0M 37k 80.95
PNC Financial Services (PNC) 0.3 $3.0M 14k 208.08
Abbvie (ABBV) 0.3 $3.0M 14k 217.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $2.8M 91k 30.96
Linde SHS (LIN) 0.3 $2.7M 5.5k 495.76
Goldman Sachs (GS) 0.3 $2.7M 3.2k 845.96
Lowe's Companies (LOW) 0.3 $2.6M 11k 236.29
Home Depot (HD) 0.3 $2.4M 7.2k 328.91
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.3M 7.7k 302.25
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.3M 6.4k 356.56
Meta Platforms Cl A (META) 0.3 $2.3M 4.0k 572.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $2.2M 3.4k 650.36
Phillips 66 (PSX) 0.2 $2.2M 12k 182.18
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.2 $1.9M 95k 20.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.9M 3.1k 597.50
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.8M 32k 56.79
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX) 0.2 $1.8M 84k 21.15
ConocoPhillips (COP) 0.2 $1.7M 13k 132.00
Thermo Fisher Scientific (TMO) 0.2 $1.7M 3.4k 491.53
Marsh & McLennan Companies (MRSH) 0.2 $1.6M 9.4k 173.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.6M 3.3k 479.13
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.6M 3.7k 436.84
Procter & Gamble Company (PG) 0.2 $1.6M 11k 144.43
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.2 $1.5M 73k 20.70
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.5M 15k 100.62
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.5M 79k 18.66
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $1.5M 71k 20.42
Danaher Corporation (DHR) 0.2 $1.4M 7.5k 189.59
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $1.4M 82k 16.72
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.2 $1.4M 83k 16.46
Broadcom (AVGO) 0.2 $1.4M 4.4k 309.51
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $1.3M 22k 61.26
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.2 $1.3M 68k 19.62
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $1.3M 9.6k 132.90
Kearny Finl Corp Md (KRNY) 0.1 $1.3M 167k 7.55
Honeywell International (HON) 0.1 $1.2M 5.5k 226.05
McKesson Corporation (MCK) 0.1 $1.2M 1.4k 865.36
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.2M 12k 97.13
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $1.2M 61k 19.53
S&p Global (SPGI) 0.1 $1.1M 2.6k 425.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M 3.4k 320.80
Anthem (ELV) 0.1 $1.0M 3.6k 292.75
Ishares Tr Select Divid Etf (DVY) 0.1 $1.0M 6.8k 151.41
Rbc Cad (RY) 0.1 $1.0M 6.4k 161.78
D.R. Horton (DHI) 0.1 $1.0M 7.3k 137.21
Vanguard Index Fds Small Cp Etf (VB) 0.1 $949k 3.6k 261.92
Allegion Ord Shs (ALLE) 0.1 $945k 6.5k 145.29
Norfolk Southern (NSC) 0.1 $920k 3.2k 287.00
Cisco Systems (CSCO) 0.1 $915k 12k 77.59
Vanguard Index Fds Value Etf (VTV) 0.1 $907k 4.6k 196.22
Tesla Motors (TSLA) 0.1 $894k 2.4k 371.71
Invesco Exch Trd Slf Idx Bulletshares (BSCZ) 0.1 $860k 42k 20.52
Ishares Tr Core Div Grwth (DGRO) 0.1 $856k 12k 70.18
Hershey Company (HSY) 0.1 $854k 4.1k 207.90
Qualcomm (QCOM) 0.1 $794k 6.2k 128.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $785k 12k 64.08
General Dynamics Corporation (GD) 0.1 $767k 2.2k 343.22
Ingersoll Rand (IR) 0.1 $764k 9.5k 80.12
Prologis (PLD) 0.1 $762k 5.8k 132.18
Wells Fargo & Company (WFC) 0.1 $756k 9.5k 79.61
Illinois Tool Works (ITW) 0.1 $755k 2.9k 260.32
Boeing Company (BA) 0.1 $751k 3.8k 199.05
FedEx Corporation (FDX) 0.1 $730k 2.1k 356.18
Automatic Data Processing (ADP) 0.1 $730k 3.6k 203.15
Toll Brothers (TOL) 0.1 $729k 5.3k 136.47
Colgate-Palmolive Company (CL) 0.1 $723k 8.5k 85.23
Ishares Msci Japan Etf (EWJ) 0.1 $722k 8.6k 84.44
Travelers Companies (TRV) 0.1 $719k 2.5k 291.63
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $704k 13k 54.05
Nextera Energy (NEE) 0.1 $654k 7.0k 92.88
Unilever Spon Adr New (UL) 0.1 $652k 11k 56.97
Applied Materials (AMAT) 0.1 $652k 1.9k 341.70
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $639k 1.0k 616.76
Netflix (NFLX) 0.1 $631k 6.6k 96.15
Arrow Electronics (ARW) 0.1 $627k 4.4k 143.41
Southern Company (SO) 0.1 $616k 6.4k 96.52
Cigna Corp (CI) 0.1 $613k 2.3k 266.76
Coca-Cola Company (KO) 0.1 $603k 7.9k 76.05
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $586k 4.7k 124.31
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $565k 2.7k 208.08
Ishares Tr Core Msci Eafe (IEFA) 0.1 $558k 6.2k 90.53
Abbott Laboratories (ABT) 0.1 $547k 5.3k 102.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $541k 1.3k 426.40
Moog Cl A (MOG.A) 0.1 $527k 1.8k 292.64
Walt Disney Company (DIS) 0.1 $511k 5.3k 96.37
Vanguard World Mega Cap Index (MGC) 0.1 $511k 2.2k 236.35
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $502k 3.4k 148.12
Carrier Global Corporation (CARR) 0.1 $480k 8.5k 56.31
Toyota Motor Corp Ads (TM) 0.1 $478k 2.3k 206.09
Morgan Stanley Com New (MS) 0.1 $468k 2.8k 164.57
PPL Corporation (PPL) 0.1 $468k 12k 38.20
Proshares Tr Pshs Ultra Tech (ROM) 0.1 $459k 5.9k 78.40
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $456k 1.6k 287.23
Fifth Third Ban (FITB) 0.1 $452k 9.7k 46.46
M&T Bank Corporation (MTB) 0.1 $441k 2.1k 206.72
Kimberly-Clark Corporation (KMB) 0.0 $426k 4.4k 96.48
Marathon Petroleum Corp (MPC) 0.0 $420k 1.7k 244.24
Spdr Series Trust State Street Spd (SDY) 0.0 $419k 2.9k 145.94
Union Pacific Corporation (UNP) 0.0 $402k 1.7k 242.55
Vanguard World Health Car Etf (VHT) 0.0 $380k 1.4k 272.33
Truist Financial Corp equities (TFC) 0.0 $370k 8.1k 45.97
Charles Schwab Corporation (SCHW) 0.0 $363k 3.9k 93.99
Vanguard World Inf Tech Etf (VGT) 0.0 $362k 519.00 697.72
Lockheed Martin Corporation (LMT) 0.0 $361k 598.00 604.39
McDonald's Corporation (MCD) 0.0 $351k 1.1k 310.79
Bristol Myers Squibb (BMY) 0.0 $349k 5.8k 60.65
Masco Corporation (MAS) 0.0 $337k 5.6k 60.37
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $333k 8.6k 38.86
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $324k 6.6k 49.37
Quest Diagnostics Incorporated (DGX) 0.0 $321k 1.6k 195.93
Cummins (CMI) 0.0 $315k 585.00 538.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $307k 10k 30.68
Select Sector Spdr Tr State Street Con (XLY) 0.0 $303k 2.8k 108.98
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $302k 4.3k 70.20
PPG Industries (PPG) 0.0 $300k 2.8k 106.90
Texas Instruments Incorporated (TXN) 0.0 $299k 1.5k 194.09
T. Rowe Price (TROW) 0.0 $281k 3.1k 90.13
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $271k 1.9k 145.74
Altria (MO) 0.0 $267k 4.0k 65.99
L3harris Technologies (LHX) 0.0 $266k 770.00 345.15
UnitedHealth (UNH) 0.0 $264k 974.00 270.59
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $256k 3.0k 84.91
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $254k 3.6k 70.36
Verizon Communications (VZ) 0.0 $254k 5.1k 50.20
Nucor Corporation (NUE) 0.0 $251k 1.5k 169.16
Paychex (PAYX) 0.0 $251k 2.7k 92.12
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $245k 8.4k 29.13
Avery Dennison Corporation (AVY) 0.0 $237k 1.4k 172.68
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $236k 5.7k 41.68
Aon Shs Cl A (AON) 0.0 $226k 701.00 322.78
Ishares Gold Tr Ishares New (IAU) 0.0 $225k 2.6k 88.16
Ameriprise Financial (AMP) 0.0 $224k 503.00 444.40
Intuitive Surgical Com New (ISRG) 0.0 $221k 479.00 460.99
Ishares Tr U.s. Tech Etf (IYW) 0.0 $221k 1.2k 181.42
Emerson Electric (EMR) 0.0 $211k 1.6k 131.00
Vanguard World Comm Srvc Etf (VOX) 0.0 $207k 1.2k 179.84
C H Robinson Worldwide In Com New (CHRW) 0.0 $207k 1.2k 166.07
Palantir Technologies Cl A (PLTR) 0.0 $204k 1.4k 146.28
Entergy Corporation (ETR) 0.0 $203k 1.8k 112.36
Ametek (AME) 0.0 $201k 937.00 214.36
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $111k 15k 7.54