Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $54.5M | 5.7% |
| iShares TRRUS MID CAP ETF | RUS MID CAP ETF | $51.2M | 5.4% |
| Nvidia CorporationCOM | COM | $44.9M | 4.7% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $37.3M | 3.9% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $35.4M | 3.7% |
| Microsoft Corp.COM | COM | $32.8M | 3.4% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $29M | 3.0% |
| Invesco Exchange Traded FD TS&P SMLCP MOMENT | S&P SMLCP MOMENT | $28.9M | 3.0% |
| iShares TRUS SML CAP EQT | US SML CAP EQT | $28.1M | 2.9% |
| SPDR Series TrustST STR CONV ETF | ST STR CONV ETF | $25.7M | 2.7% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $24.2M | 2.5% |
| Lam Research Corp.COM NEW | COM NEW | $23.9M | 2.5% |
| JPMORGAN Chase & COCOM | COM | $22.8M | 2.4% |
| Amazon Com Inc.COM | COM | $22.1M | 2.3% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $18.6M | 1.9% |
| Visa Inc.COM CL A | COM CL A | $18.5M | 1.9% |
| Eaton Corp. PLCSHS | SHS | $15.9M | 1.7% |
| Bank OF Amer Corp.COM | COM | $15.1M | 1.6% |
| Eli Lilly & COCOM | COM | $14.3M | 1.5% |
| Take-two Interactive SoftwarCOM | COM | $13.2M | 1.4% |
| Chubb LimitedCOM | COM | $12.8M | 1.3% |
| TJX Cos Inc. NewCOM | COM | $12.8M | 1.3% |
| Merck & CO Inc.COM | COM | $12.2M | 1.3% |
| Cencora Inc.COM | COM | $11.9M | 1.2% |
| Caterpillar Inc.COM | COM | $10.4M | 1.1% |
| Stryker CorporationCOM | COM | $9.24M | 1.0% |
| Blackrock Inc.COM | COM | $8.51M | 0.9% |
| Pepsico Inc.COM | COM | $8.39M | 0.9% |
| Deere & COCOM | COM | $7.85M | 0.8% |
| Waste Mgmt Inc. DelCOM | COM | $7.5M | 0.8% |
| Walmart Inc.COM | COM | $7.48M | 0.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $7.4M | 0.8% |
| Trane Technologies PLCSHS | SHS | $6.88M | 0.7% |
| Servicenow Inc.COM | COM | $6.39M | 0.7% |
| Costco Wholesale CorporationCOM | COM | $6.23M | 0.7% |
| Broadcom Inc.COM | COM | $6.17M | 0.6% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $5.95M | 0.6% |
| Freeport Mcmoran Inc.CL B | CL B | $5.52M | 0.6% |
| Mastercard IncorporatedCL A | CL A | $5.41M | 0.6% |
| Carlisle Cos Inc.COM | COM | $5.27M | 0.6% |
| Targa Res Corp.COM | COM | $5.22M | 0.5% |
| Oracle Corp.COM | COM | $4.94M | 0.5% |
| Chevron CorporationCOM | COM | $4.87M | 0.5% |
| Amgen Inc.COM | COM | $4.76M | 0.5% |
| iShares TR0-5YR INVT GR CP | 0-5YR INVT GR CP | $4.73M | 0.5% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $4.68M | 0.5% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $4.62M | 0.5% |
| Exxon Mobil Corp.COM | COM | $4.42M | 0.5% |
| Constellation Energy Corp.COM | COM | $4.33M | 0.5% |
| Cameco Corp.COM | COM | $4.27M | 0.4% |
Apple Inc.COM$54.5M
- Class
- COM
- Share
- 5.7%
iShares TRRUS MID CAP ETF$51.2M
- Class
- RUS MID CAP ETF
- Share
- 5.4%
Nvidia CorporationCOM$44.9M
- Class
- COM
- Share
- 4.7%
Alphabet Inc.CAP STK CL A$37.3M
- Class
- CAP STK CL A
- Share
- 3.9%
iShares TRCORE S&P500 ETF$35.4M
- Class
- CORE S&P500 ETF
- Share
- 3.7%
Microsoft Corp.COM$32.8M
- Class
- COM
- Share
- 3.4%
Vanguard Intl Equity Index FALLWRLD EX US$29M
- Class
- ALLWRLD EX US
- Share
- 3.0%
Invesco Exchange Traded FD TS&P SMLCP MOMENT$28.9M
- Class
- S&P SMLCP MOMENT
- Share
- 3.0%
iShares TRUS SML CAP EQT$28.1M
- Class
- US SML CAP EQT
- Share
- 2.9%
SPDR Series TrustST STR CONV ETF$25.7M
- Class
- ST STR CONV ETF
- Share
- 2.7%
iShares TRRUSSELL 2000 ETF$24.2M
- Class
- RUSSELL 2000 ETF
- Share
- 2.5%
Lam Research Corp.COM NEW$23.9M
- Class
- COM NEW
- Share
- 2.5%
JPMORGAN Chase & COCOM$22.8M
- Class
- COM
- Share
- 2.4%
Amazon Com Inc.COM$22.1M
- Class
- COM
- Share
- 2.3%
iShares Inc.CORE MSCI EMKT$18.6M
- Class
- CORE MSCI EMKT
- Share
- 1.9%
Visa Inc.COM CL A$18.5M
- Class
- COM CL A
- Share
- 1.9%
Eaton Corp. PLCSHS$15.9M
- Class
- SHS
- Share
- 1.7%
Bank OF Amer Corp.COM$15.1M
- Class
- COM
- Share
- 1.6%
Eli Lilly & COCOM$14.3M
- Class
- COM
- Share
- 1.5%
Take-two Interactive SoftwarCOM$13.2M
- Class
- COM
- Share
- 1.4%
Chubb LimitedCOM$12.8M
- Class
- COM
- Share
- 1.3%
TJX Cos Inc. NewCOM$12.8M
- Class
- COM
- Share
- 1.3%
Merck & CO Inc.COM$12.2M
- Class
- COM
- Share
- 1.3%
Cencora Inc.COM$11.9M
- Class
- COM
- Share
- 1.2%
Caterpillar Inc.COM$10.4M
- Class
- COM
- Share
- 1.1%
Stryker CorporationCOM$9.24M
- Class
- COM
- Share
- 1.0%
Blackrock Inc.COM$8.51M
- Class
- COM
- Share
- 0.9%
Pepsico Inc.COM$8.39M
- Class
- COM
- Share
- 0.9%
Deere & COCOM$7.85M
- Class
- COM
- Share
- 0.8%
Waste Mgmt Inc. DelCOM$7.5M
- Class
- COM
- Share
- 0.8%
Walmart Inc.COM$7.48M
- Class
- COM
- Share
- 0.8%
Alphabet Inc.CAP STK CL C$7.4M
- Class
- CAP STK CL C
- Share
- 0.8%
Trane Technologies PLCSHS$6.88M
- Class
- SHS
- Share
- 0.7%
Servicenow Inc.COM$6.39M
- Class
- COM
- Share
- 0.7%
Costco Wholesale CorporationCOM$6.23M
- Class
- COM
- Share
- 0.7%
Broadcom Inc.COM$6.17M
- Class
- COM
- Share
- 0.6%
Invesco Exchange Traded FD TS&P500 EQL WGT$5.95M
- Class
- S&P500 EQL WGT
- Share
- 0.6%
Freeport Mcmoran Inc.CL B$5.52M
- Class
- CL B
- Share
- 0.6%
Mastercard IncorporatedCL A$5.41M
- Class
- CL A
- Share
- 0.6%
Carlisle Cos Inc.COM$5.27M
- Class
- COM
- Share
- 0.6%
Targa Res Corp.COM$5.22M
- Class
- COM
- Share
- 0.5%
Oracle Corp.COM$4.94M
- Class
- COM
- Share
- 0.5%
Chevron CorporationCOM$4.87M
- Class
- COM
- Share
- 0.5%
Amgen Inc.COM$4.76M
- Class
- COM
- Share
- 0.5%
iShares TR0-5YR INVT GR CP$4.73M
- Class
- 0-5YR INVT GR CP
- Share
- 0.5%
Invesco Qqq TRUNIT SER 1$4.68M
- Class
- UNIT SER 1
- Share
- 0.5%
iShares TRCORE S&P MCP ETF$4.62M
- Class
- CORE S&P MCP ETF
- Share
- 0.5%
Exxon Mobil Corp.COM$4.42M
- Class
- COM
- Share
- 0.5%
Constellation Energy Corp.COM$4.33M
- Class
- COM
- Share
- 0.5%
Cameco Corp.COM$4.27M
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 217 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1642570
- File number
- 028-16908
- Options
- 0 call, 0 put
- In the 25 largest
- 64.5%
- Prior quarter
- $871M at 31 March 2026
- Positions opened
- 17
- Positions closed
- 5
Common questions
What are River Wealth Advisors’ 13F holdings worth?
$956 million across 217 positions for the quarter ended 30 June 2026.
What is River Wealth Advisors’ largest 13F holding?
APPLE INC (COM) was the largest position at $54.5 million, or 5.7% of reported 13F value, as of 30 June 2026.
How concentrated is River Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 38.5% of reported value and the twenty-five largest for 64.5%, across 217 positions as of 30 June 2026.
Does Form 13F show everything River Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does River Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.