River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 216
- +3 vs. Q2 2021
- Portfolio value
- $583.8M
- +$12.7M (+2.2%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 54,283 | $8.89M | 1.5% | +1,076+2.0% | Added | History |
| ACNAccenture plc | Stock | 28,542 | $9.13M | 1.6% | +928+3.4% | Added | History |
| VVisa Inc. | Stock | 47,166 | $10.5M | 1.8% | +1,587+3.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 3,488 | $11.5M | 2.0% | +97+2.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 4,292 | $11.5M | 2.0% | +65+1.5% | Added | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 239,593 | $12.4M | 2.1% | +20,870+9.5% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 174,821 | $14.9M | 2.6% | +559+0.3% | Added | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 296,976 | $15.0M | 2.6% | +25,160+9.3% | Added | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 184,014 | $15.7M | 2.7% | +4,571+2.5% | Added | – |
| iShares Russell Midcap ETF464287499 | ETF | 202,012 | $15.8M | 2.7% | +11,949+6.3% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 60,103 | $16.8M | 2.9% | +53+0.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 64,665 | $18.2M | 3.1% | +1,203+1.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 43,063 | $18.6M | 3.2% | +2,187+5.4% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 88,370 | $19.3M | 3.3% | +5,241+6.3% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 384,337 | $23.4M | 4.0% | +31,804+9.0% | Added | – |
| AAPLApple Inc. | Stock | 187,343 | $26.5M | 4.5% | +881+0.5% | Added | History |
Sold out since Q2 2021 (4)
Positions held at the end of Q2 2021 that are gone from this filing.
| Security | Class | Shares in Q2 2021 | Value in Q2 2021 | % of portfolio in Q2 2021 | History |
|---|---|---|---|---|---|
| WBAWalgreens Boots Alliance, Inc. | COM | 4,445 | $234.0K | <0.1% | History |
| RPMRPM International Inc | COM | 2,405 | $213.0K | <0.1% | History |
| GPCGenuine Parts Co | Stock | 1,644 | $208.0K | <0.1% | History |
| HPQHP Inc | Stock | 6,680 | $202.0K | <0.1% | History |