Institutions / River Wealth Advisors LLC

River Wealth Advisors LLC

CIK 1642570 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$891.74M
Positions
208
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Apple Inc.โ€”$50.55M185,9545.7%
iShares Trโ€”$41.41M430,1894.6%
NVIDIA Corpโ€”$40.43M216,7834.5%
Microsoft Corpโ€”$39.24M81,1334.4%
iShares Trโ€”$35.53M51,8744.0%
Alphabet Inc.โ€”$33.42M106,7693.7%
iShares Trโ€”$27.00M360,5663.0%
Invesco Exchange Traded Fd Tโ€”$25.68M356,6292.9%
JPMorgan Chase & Coโ€”$22.23M68,9922.5%
iShares Trโ€”$21.24M86,2702.4%
SPDR Series Trustโ€”$20.99M235,2782.4%
Amazon.com Incโ€”$19.93M86,3372.2%
Visa Incโ€”$18.57M52,9482.1%
Vanguard Intl Equity Index Fโ€”$18.30M248,7222.1%
Accenture plcโ€”$18.08M67,3852.0%
Cencora Incโ€”$14.83M43,9191.7%
Bank of America Corp /Deโ€”$14.28M259,5501.6%
ELI LILLY & Coโ€”$13.61M12,6661.5%
T-Mobile US, Inc.TMUSCommon Stock$13.38M65,8781.5%
Take Two Interactive Software Incโ€”$11.95M46,6901.3%
Eaton Corp plcโ€”$11.64M36,5551.3%
Chubb Ltdโ€”$11.49M36,8251.3%
TJX Cos Inc/Theโ€”$11.14M72,5231.2%
Merck & Co., Inc.โ€”$9.88M93,8391.1%
iShares Incโ€”$9.77M145,3531.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.