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Livermore
Livermore
ZHEN

River Wealth Advisors LLC

SEC CIK
0001642570
Latest filing
Aug 4, 2026

The latest 13F from River Wealth Advisors LLC covers Q2 2026 (filed Aug 4, 2026): 217 long positions worth $955.7M. The top 10 holdings make up 38.5% of the portfolio, and the largest is Apple Inc. (AAPL) at 5.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$11.0M
Added
53
Est. +$24.6M
Reduced
116
Est. −$34.4M
Sold out
5
Est. −$8.01M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    5.7%$54.5MHistory
  2. iShares Russell Midcap ETF464287499
    5.4%$51.2M
  3. NVDANVIDIA Corp
    4.7%$44.9MHistory
  4. GOOGLAlphabet Inc.
    3.9%$37.3MHistory
  5. iShares Core S&P 500 ETF464287200
    3.7%$35.4M

Biggest buys

New and added positions, by estimated amount bought

  1. AVGOBroadcom Inc.
    +$4.51MAddedHistory
  2. MRVLMarvell Technology, Inc.
    +$3.13MNewHistory
  3. PANWPalo Alto Networks Inc
    +$2.79MNewHistory
  4. LRCXLam Research Corp
    +$2.08MAddedHistory
  5. CSCOCisco Systems, Inc.
    +$1.82MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. LRCXLam Research Corp
    +1.26 pp1.2% → 2.5%History
  2. GOOGLAlphabet Inc.
    +0.54 pp3.4% → 3.9%History
  3. AVGOBroadcom Inc.
    +0.49 pp0.2% → 0.6%History
  4. NVDANVIDIA Corp
    +0.33 pp4.4% → 4.7%History
  5. iShares Russell Midcap ETF464287499
    +0.33 pp5.0% → 5.4%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. TMUST-Mobile US, Inc.
    −$10.2MReducedHistory
  2. ACNAccenture plc
    −$9.23MReducedHistory
  3. CMGChipotle Mexican Grill Inc
    −$7.20MReducedHistory
  4. CRMSalesforce, Inc.
    −$6.12MSold outHistory
  5. HONHoneywell International Inc
    −$1.24MSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. ACNAccenture plc
    −1.71 pp1.7% → <0.1%History
  2. TMUST-Mobile US, Inc.
    −1.51 pp1.6% → 0.1%History
  3. CMGChipotle Mexican Grill Inc
    −0.78 pp0.9% → 0.1%History
  4. CRMSalesforce, Inc.
    −0.70 pp0.7% → 0.0%History
  5. CORCencora, Inc.
    −0.29 pp1.5% → 1.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$955.7M
+$85.0M (+9.8%) vs. prior quarter
Positions
217
+12 vs. prior quarter
Top 10 concentration
38.5%
Top 10 as share of value
Turnover
3.9%
Q2 2026, one quarter
Average holding period
18.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $955.7M (Q2 2026)

Q1 2021: $532.9MQ2 2021: $571.1MQ3 2021: $583.8MQ4 2021: $644.5MQ1 2022: $626.3MQ2 2022: $542.3MQ3 2022: $463.6MQ4 2022: $519.1MQ1 2023: $549.6MQ2 2023: $589.4MQ3 2023: $559.0MQ4 2023: $626.2MQ1 2024: $687.9MQ2 2024: $697.2MQ3 2024: $750.2MQ4 2024: $754.4MQ1 2025: $719.5MQ2 2025: $804.5MQ3 2025: $855.3MQ4 2025: $891.7MQ1 2026: $870.8MQ2 2026: $955.7M
Q1 2021Q2 2026
13F filings of River Wealth Advisors LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 4, 2026Amended217$955.7MAAPLiShares Russell Midcap ETFNVDAvs. Q1 2026SEC
Q1 2026May 13, 2026205$870.8MAAPLiShares Russell Midcap ETFNVDAvs. Q4 2025SEC
Q4 2025Feb 13, 2026208$891.7MAAPLiShares Russell Midcap ETFNVDAvs. Q3 2025SEC
Q3 2025Nov 12, 2025203$855.3MAAPLMSFTNVDAvs. Q2 2025SEC
Q2 2025Aug 13, 2025202$804.5MMSFTAAPLiShares Russell Midcap ETFvs. Q1 2025SEC
Q1 2025May 14, 2025197$719.5MiShares Russell 2000 ETFAAPLiShares Russell Midcap ETFvs. Q4 2024SEC
Q4 2024Feb 13, 2025206$754.4MiShares Russell 2000 ETFAAPLiShares Russell Midcap ETFvs. Q3 2024SEC
Q3 2024Nov 12, 2024208$750.2MiShares Russell 2000 ETFAAPLMSFTvs. Q2 2024SEC
Q2 2024Aug 13, 2024193$697.2MiShares Russell 2000 ETFAAPLMSFTvs. Q1 2024SEC
Q1 2024May 14, 2024208$687.9MiShares Russell 2000 ETFMSFTAAPLvs. Q4 2023SEC
Q4 2023Feb 13, 2024207$626.2MiShares Russell 2000 ETFAAPLMSFTvs. Q3 2023SEC
Q3 2023Nov 13, 2023200$559.0MiShares Russell 2000 ETFAAPLMSFTvs. Q2 2023SEC
Q2 2023Aug 9, 2023211$589.4MAAPLiShares Russell 2000 ETFMSFTvs. Q1 2023SEC
Q1 2023May 11, 2023207$549.6MAAPLiShares Russell 2000 ETFMSFTvs. Q4 2022SEC
Q4 2022Feb 10, 2023207$519.1MiShares Russell 2000 ETFAAPLiShares Russell Midcap ETFvs. Q3 2022SEC
Q3 2022Nov 14, 2022197$463.6MAAPLiShares Russell 2000 ETFiShares Core S&P 500 ETFvs. Q2 2022SEC
Q2 2022Aug 10, 2022212$542.3MAAPLiShares Russell 2000 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q1 2022SEC
Q1 2022May 9, 2022221$626.3MAAPLiShares Russell 2000 ETFVanguard Ftse All-World Ex-US Index Fundvs. Q4 2021SEC
Q4 2021Feb 11, 2022222$644.5MAAPLVanguard Ftse All-World Ex-US Index FundMSFTvs. Q3 2021SEC
Q3 2021Nov 12, 2021216$583.8MAAPLVanguard Ftse All-World Ex-US Index FundiShares Russell 2000 ETFvs. Q2 2021SEC
Q2 2021Aug 6, 2021213$571.1MAAPLVanguard Ftse All-World Ex-US Index FundiShares Russell 2000 ETFvs. Q1 2021SEC
Q1 2021May 11, 2021209$532.9MAAPLVanguard Ftse All-World Ex-US Index FundiShares Russell 2000 ETF–SEC