River Wealth Advisors

River Wealth Advisors as of June 30, 2026

Portfolio Holdings for River Wealth Advisors

River Wealth Advisors holds 217 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $55M 188k 289.36
Ishares Tr Rus Mid Cap Etf (IWR) 5.4 $51M 464k 110.32
NVIDIA Corporation (NVDA) 4.7 $45M 224k 200.09
Alphabet Cap Stk Cl A (GOOGL) 3.9 $37M 105k 357.37
Ishares Tr Core S&p500 Etf (IVV) 3.7 $35M 47k 748.89
Microsoft Corporation (MSFT) 3.4 $33M 88k 373.02
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.0 $29M 347k 83.75
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 3.0 $29M 309k 93.63
Ishares Tr Us Sml Cap Eqt (SMLF) 2.9 $28M 315k 89.14
Spdr Series Trust St Str Conv Etf (CWB) 2.7 $26M 239k 107.82
Ishares Tr Russell 2000 Etf (IWM) 2.5 $24M 81k 300.45
Lam Research Corp Com New (LRCX) 2.5 $24M 55k 433.33
JPMorgan Chase & Co. (JPM) 2.4 $23M 70k 327.33
Amazon (AMZN) 2.3 $22M 93k 238.34
Ishares Core Msci Emkt (IEMG) 1.9 $19M 224k 82.84
Visa Com Cl A (V) 1.9 $19M 54k 343.09
Eaton Corp SHS (ETN) 1.7 $16M 37k 426.12
Bank of America Corporation (BAC) 1.6 $15M 265k 56.98
Eli Lilly & Co. (LLY) 1.5 $14M 12k 1199.44
Take-Two Interactive Software (TTWO) 1.4 $13M 53k 249.98
Chubb (CB) 1.3 $13M 38k 340.74
TJX Companies (TJX) 1.3 $13M 84k 151.50
Merck & Co (MRK) 1.3 $12M 95k 128.50
AmerisourceBergen (COR) 1.2 $12M 42k 282.98
Caterpillar (CAT) 1.1 $10M 9.8k 1064.95
Stryker Corporation (SYK) 1.0 $9.2M 29k 314.84
Blackrock (BLK) 0.9 $8.5M 8.8k 961.61
Pepsi (PEP) 0.9 $8.4M 62k 135.40
Deere & Company (DE) 0.8 $7.8M 12k 634.32
Waste Management (WM) 0.8 $7.5M 34k 222.88
Wal-Mart Stores (WMT) 0.8 $7.5M 66k 113.26
Alphabet Cap Stk Cl C (GOOG) 0.8 $7.4M 21k 353.33
Trane Technologies SHS (TT) 0.7 $6.9M 14k 491.16
Servicenow (NOW) 0.7 $6.4M 64k 99.28
Costco Wholesale Corporation (COST) 0.7 $6.2M 6.7k 935.45
Broadcom (AVGO) 0.6 $6.2M 16k 377.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $6.0M 28k 212.77
Freeport Mcmoran CL B (FCX) 0.6 $5.5M 88k 62.89
Mastercard Incorporated Cl A (MA) 0.6 $5.4M 11k 513.61
Carlisle Companies (CSL) 0.6 $5.3M 15k 362.74
Targa Res Corp (TRGP) 0.5 $5.2M 20k 268.15
Oracle Corporation (ORCL) 0.5 $4.9M 34k 146.55
Chevron Corporation (CVX) 0.5 $4.9M 29k 165.76
Amgen (AMGN) 0.5 $4.8M 13k 362.13
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $4.7M 94k 50.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $4.7M 6.3k 736.39
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $4.6M 60k 77.11
Exxon Mobil Corporation (XOM) 0.5 $4.4M 32k 136.72
Constellation Energy (CEG) 0.5 $4.3M 17k 248.36
Cameco Corporation (CCJ) 0.4 $4.3M 42k 101.86
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.4 $4.2M 29k 147.73
Digital Realty Trust (DLR) 0.4 $4.1M 23k 179.58
Raytheon Technologies Corp (RTX) 0.4 $3.8M 20k 189.73
Parker-Hannifin Corporation (PH) 0.4 $3.7M 3.8k 978.12
Pulte (PHM) 0.4 $3.7M 27k 137.21
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $3.7M 15k 246.22
PNC Financial Services (PNC) 0.4 $3.5M 14k 246.22
Air Products & Chemicals (APD) 0.4 $3.5M 12k 293.18
Te Connectivity Ord Shs (TEL) 0.4 $3.5M 17k 201.61
Capital One Financial (COF) 0.4 $3.4M 17k 200.62
Johnson & Johnson (JNJ) 0.4 $3.4M 14k 253.98
Tetra Tech (TTEK) 0.4 $3.4M 116k 28.89
Abbvie (ABBV) 0.4 $3.4M 13k 251.64
Public Service Enterprise (PEG) 0.3 $3.2M 40k 81.16
Cisco Systems (CSCO) 0.3 $3.2M 27k 117.46
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $3.2M 86k 36.87
Goldman Sachs (GS) 0.3 $3.1M 3.1k 1011.34
Marvell Technology (MRVL) 0.3 $3.1M 11k 297.89
Linde SHS (LIN) 0.3 $2.8M 5.4k 518.94
Palo Alto Networks (PANW) 0.3 $2.8M 8.2k 341.02
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $2.7M 7.5k 365.70
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.6M 6.4k 409.50
Home Depot (HD) 0.3 $2.5M 7.1k 352.66
Lowe's Companies (LOW) 0.3 $2.4M 11k 220.49
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.3M 3.0k 746.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $2.2M 3.2k 686.72
Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $2.2M 32k 68.41
Meta Platforms Cl A (META) 0.2 $2.1M 3.8k 563.31
Thermo Fisher Scientific (TMO) 0.2 $2.0M 4.0k 501.36
Phillips 66 (PSX) 0.2 $2.0M 12k 169.05
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW) 0.2 $1.9M 93k 20.51
Ishares Tr S&p Mc 400gr Etf (IJK) 0.2 $1.8M 15k 117.50
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.7M 20k 86.14
Invesco Exch Trd Slf Idx Bul 2033 Cor Etf (BSCX) 0.2 $1.7M 83k 21.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.7M 3.3k 500.32
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $1.6M 8.6k 190.53
Kearny Finl Corp Md (KRNY) 0.2 $1.6M 167k 9.46
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY) 0.2 $1.5M 74k 20.66
Procter & Gamble Company (PG) 0.2 $1.5M 10k 146.65
Applied Materials (AMAT) 0.2 $1.5M 2.0k 722.93
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.2 $1.4M 78k 18.57
Marsh & McLennan Companies (MRSH) 0.1 $1.4M 8.6k 166.68
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $1.4M 70k 20.36
Danaher Corporation (DHR) 0.1 $1.4M 7.3k 190.47
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $1.4M 82k 16.64
Anthem (ELV) 0.1 $1.3M 3.4k 386.73
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.1 $1.3M 80k 16.39
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.1 $1.3M 66k 19.61
Rbc Cad (RY) 0.1 $1.3M 6.3k 206.97
Metropcs Communications (TMUS) 0.1 $1.3M 7.6k 167.74
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.3M 12k 103.88
ConocoPhillips (COP) 0.1 $1.3M 12k 103.96
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.2M 3.2k 370.01
D.R. Horton (DHI) 0.1 $1.2M 7.2k 162.87
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $1.1M 22k 53.11
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M 3.5k 303.12
Ishares Tr Select Divid Etf (DVY) 0.1 $1.1M 6.8k 156.30
S&p Global (SPGI) 0.1 $1.1M 2.6k 407.26
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $1.1M 54k 19.52
McKesson Corporation (MCK) 0.1 $1.0M 1.4k 755.60
Qualcomm (QCOM) 0.1 $1.0M 5.6k 184.78
Norfolk Southern (NSC) 0.1 $1.0M 3.2k 314.59
Tesla Motors (TSLA) 0.1 $1000k 2.4k 420.56
Netflix (NFLX) 0.1 $976k 14k 71.40
Arrow Electronics (ARW) 0.1 $934k 4.4k 213.41
Proshares Tr Pshs Ultra Tech (ROM) 0.1 $908k 5.9k 155.20
Allegion Ord Shs (ALLE) 0.1 $895k 6.4k 140.49
Toll Brothers (TOL) 0.1 $880k 5.3k 164.75
Ishares Tr Core Div Grwth (DGRO) 0.1 $873k 12k 75.79
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $868k 12k 71.25
Invesco Exch Trd Slf Idx Bulletshares (BSCZ) 0.1 $860k 42k 20.47
Chipotle Mexican Grill (CMG) 0.1 $859k 25k 34.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $847k 14k 59.69
Ishares Msci Japan Etf (EWJ) 0.1 $838k 9.0k 93.27
Vanguard Index Fds Value Etf (VTV) 0.1 $837k 3.8k 217.95
Boeing Company (BA) 0.1 $817k 3.8k 216.50
Travelers Companies (TRV) 0.1 $812k 2.5k 330.06
Automatic Data Processing (ADP) 0.1 $804k 3.6k 223.93
General Dynamics Corporation (GD) 0.1 $789k 2.2k 354.24
Mccormick & Co Com Non Vtg (MKC) 0.1 $784k 16k 50.42
Ingersoll Rand (IR) 0.1 $776k 9.5k 81.99
Wells Fargo & Company (WFC) 0.1 $775k 9.4k 82.64
Moog Cl A (MOG.A) 0.1 $763k 1.8k 423.84
Illinois Tool Works (ITW) 0.1 $754k 2.8k 270.50
McDonald's Corporation (MCD) 0.1 $753k 2.8k 270.31
Prologis (PLD) 0.1 $747k 5.5k 135.46
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $742k 2.6k 285.63
Colgate-Palmolive Company (CL) 0.1 $740k 8.1k 91.68
Hershey Company (HSY) 0.1 $722k 4.1k 175.46
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $714k 1.0k 703.34
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $676k 4.6k 148.32
Ishares Tr Core Msci Eafe (IEFA) 0.1 $655k 6.8k 96.58
Unilever Spon Adr New (UL) 0.1 $654k 11k 60.12
FedEx Corporation (FDX) 0.1 $636k 2.0k 313.13
Cigna Corp (CI) 0.1 $634k 2.3k 275.69
Coca-Cola Company (KO) 0.1 $629k 7.7k 81.27
Carrier Global Corporation (CARR) 0.1 $625k 8.5k 73.35
Honeywell International (HON) 0.1 $614k 2.7k 223.88
Southern Company (SO) 0.1 $610k 6.4k 95.71
Nextera Energy (NEE) 0.1 $607k 6.9k 87.77
Honeywell Aerospace (HONA) 0.1 $607k 2.7k 221.08
Morgan Stanley Com New (MS) 0.1 $590k 2.8k 209.04
Vanguard World Mega Cap Index (MGC) 0.1 $586k 2.1k 273.63
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $550k 4.4k 124.17
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $533k 3.4k 158.03
Fifth Third Ban (FITB) 0.1 $528k 9.4k 56.37
Walt Disney Company (DIS) 0.1 $512k 5.3k 96.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $512k 6.3k 80.57
Vanguard World Inf Tech Etf (VGT) 0.1 $505k 4.2k 119.52
Kimberly-Clark Corporation (KMB) 0.1 $485k 4.4k 109.77
Abbott Laboratories (ABT) 0.1 $478k 5.3k 90.74
M&T Bank Corporation (MTB) 0.0 $471k 2.0k 238.01
Proshares Tr Ultrapro Qqq (TQQQ) 0.0 $458k 5.7k 81.00
Union Pacific Corporation (UNP) 0.0 $457k 1.7k 271.92
Texas Instruments Incorporated (TXN) 0.0 $456k 1.5k 298.14
Masco Corporation (MAS) 0.0 $449k 5.5k 81.36
C H Robinson Worldwide In Com New (CHRW) 0.0 $444k 2.4k 188.34
Marathon Petroleum Corp (MPC) 0.0 $440k 1.7k 255.73
Spdr Series Trust St Str Sp Div (SDY) 0.0 $437k 2.9k 152.18
Cummins (CMI) 0.0 $417k 585.00 713.21
Vanguard World Health Car Etf (VHT) 0.0 $417k 1.4k 299.01
UnitedHealth (UNH) 0.0 $404k 972.00 415.63
PPL Corporation (PPL) 0.0 $403k 11k 36.35
Truist Financial Corp equities (TFC) 0.0 $400k 8.0k 49.82
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.0 $380k 8.6k 44.36
Intel Corporation (INTC) 0.0 $374k 2.7k 139.62
Toyota Motor Corp Ads (TM) 0.0 $373k 2.2k 168.42
Micron Technology (MU) 0.0 $352k 305.00 1155.24
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.0 $352k 6.6k 53.61
Charles Schwab Corporation (SCHW) 0.0 $345k 3.7k 92.28
Quest Diagnostics Incorporated (DGX) 0.0 $345k 1.6k 211.90
PPG Industries (PPG) 0.0 $336k 2.8k 121.28
T. Rowe Price (TROW) 0.0 $335k 2.9k 113.68
Nucor Corporation (NUE) 0.0 $330k 1.5k 222.82
Bristol Myers Squibb (BMY) 0.0 $330k 5.7k 57.62
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $320k 2.7k 117.28
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $312k 3.0k 103.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $310k 9.8k 31.71
Ishares Tr U.s. Tech Etf (IYW) 0.0 $307k 1.2k 252.23
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $306k 1.9k 164.60
Lockheed Martin Corporation (LMT) 0.0 $305k 598.00 509.46
Altria (MO) 0.0 $286k 4.0k 71.95
Advanced Micro Devices (AMD) 0.0 $273k 470.00 580.91
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $273k 3.5k 77.25
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.0 $270k 3.5k 76.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $270k 8.0k 33.84
Paychex (PAYX) 0.0 $268k 2.7k 98.33
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $263k 551.00 477.57
Ge Aerospace Com New (GE) 0.0 $262k 701.00 373.75
Accenture Plc Ireland Shs Class A (ACN) 0.0 $250k 2.0k 124.44
Delta Air Lines Com New (DAL) 0.0 $244k 2.6k 93.66
Aon Shs Cl A (AON) 0.0 $233k 701.00 331.69
Ameriprise Financial (AMP) 0.0 $231k 503.00 458.76
Emerson Electric (EMR) 0.0 $231k 1.6k 143.18
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $227k 577.00 393.96
Ametek (AME) 0.0 $227k 937.00 241.94
L3harris Technologies (LHX) 0.0 $223k 768.00 290.59
Avery Dennison Corporation (AVY) 0.0 $222k 1.4k 162.35
International Business Machines (IBM) 0.0 $219k 778.00 281.30
EnerSys (ENS) 0.0 $214k 917.00 233.82
Verizon Communications (VZ) 0.0 $214k 5.1k 42.34
Vanguard Index Fds Large Cap Etf (VV) 0.0 $212k 618.00 343.75
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $212k 1.4k 146.41
Vanguard World Comm Srvc Etf (VOX) 0.0 $212k 1.2k 183.95
Entergy Corporation (ETR) 0.0 $207k 1.8k 114.86
Crowdstrike Hldgs Cl A (CRWD) 0.0 $207k 272.00 762.44
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $116k 15k 7.88