River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 209
- No 13F data for Q4 2020
- Portfolio value
- $532.9M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Russell Midcap ETF464287499 | ETF | 187,431 | $13.9M | 2.6% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 174,365 | $14.5M | 2.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 172,668 | $14.6M | 2.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 63,256 | $14.9M | 2.8% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 38,714 | $15.4M | 2.9% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 59,806 | $16.4M | 3.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 81,356 | $18.0M | 3.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 346,404 | $21.0M | 3.9% | – | – | – |
| AAPLApple Inc. | Stock | 186,547 | $22.8M | 4.3% | – | – | History |