River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 9, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 211
- +4 vs. Q1 2023
- Portfolio value
- $589.4M
- +$39.8M (+7.2%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACNAccenture plc | Stock | 34,306 | $10.6M | 1.8% | +512+1.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 88,871 | $10.6M | 1.8% | −924−1.0% | Reduced | History |
| VVisa Inc. | Stock | 48,710 | $11.6M | 2.0% | −2,091−4.1% | Reduced | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 202,850 | $14.2M | 2.4% | +1,020+0.5% | Added | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 366,579 | $17.7M | 3.0% | −4,726−1.3% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 345,931 | $18.8M | 3.2% | +2,445+0.7% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,344 | $21.1M | 3.6% | −338−0.7% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 298,926 | $21.8M | 3.7% | +8,304+2.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 72,506 | $24.7M | 4.2% | +1,673+2.4% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 173,031 | $32.4M | 5.5% | +7,268+4.4% | Added | – |
| AAPLApple Inc. | Stock | 177,332 | $34.4M | 5.8% | −4,546−2.5% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.