River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 202
- +5 vs. Q1 2025
- Portfolio value
- $804.5M
- +$85.0M (+11.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 81,743 | $40.7M | 5.1% | +2,054+2.6% | Added | History |
| AAPLApple Inc. | Stock | 187,602 | $38.5M | 4.8% | +10,258+5.8% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 402,940 | $37.1M | 4.6% | +11,919+3.0% | Added | – |
| NVDANVIDIA Corp | Stock | 224,037 | $35.4M | 4.4% | +8,154+3.8% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 50,960 | $31.6M | 3.9% | +784+1.6% | Added | – |
| iShares Tr46434V290 | US SML CAP EQT | 328,683 | $22.3M | 2.8% | +328,683 | New | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 323,865 | $22.0M | 2.7% | +323,865 | New | – |
| JPMJPMorgan Chase & Co | Stock | 67,260 | $19.5M | 2.4% | +1,186+1.8% | Added | History |
| GOOGLAlphabet Inc. | Stock | 110,025 | $19.4M | 2.4% | +4,612+4.4% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 230,973 | $19.1M | 2.4% | +6,240+2.8% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 87,157 | $18.8M | 2.3% | −152,952−63.7% | Reduced | – |
| VVisa Inc. | Stock | 50,902 | $18.1M | 2.2% | +978+2.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 80,563 | $17.7M | 2.2% | +4,126+5.4% | Added | History |
| ACNAccenture plc | Stock | 56,440 | $16.9M | 2.1% | +3,938+7.5% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 244,830 | $16.5M | 2.0% | −4,388−1.8% | Reduced | – |
| TMUST-Mobile US, Inc. | Stock | 62,234 | $14.8M | 1.8% | +4,157+7.2% | Added | History |
| CORCencora, Inc. | Stock | 40,332 | $12.1M | 1.5% | +2,414+6.4% | Added | History |
| ETNEaton Corp plc | Stock | 32,923 | $11.8M | 1.5% | +1,130+3.6% | Added | History |
| BACBank of America Corp | Stock | 230,795 | $10.9M | 1.4% | +13,540+6.2% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 41,989 | $10.2M | 1.3% | +1,983+5.0% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 172,967 | $9.71M | 1.2% | +14,506+9.2% | Added | History |
| CBChubb Ltd | Stock | 32,576 | $9.44M | 1.2% | +2,434+8.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 33,545 | $9.15M | 1.1% | −12,423−27.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 11,103 | $8.66M | 1.1% | +1,148+11.5% | Added | History |
| TJXTJX Companies Inc | Stock | 68,067 | $8.41M | 1.0% | −938−1.4% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 139,388 | $8.37M | 1.0% | +2,232+1.6% | Added | – |
| ORCLOracle Corp | Stock | 35,989 | $7.87M | 1.0% | +1,349+3.9% | Added | History |
| SYKStryker Corp | Stock | 19,749 | $7.81M | 1.0% | −82−0.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 7,329 | $7.26M | 0.9% | +183+2.6% | Added | History |
| BLKBlackRock, Inc. | Stock | 6,838 | $7.17M | 0.9% | +645+10.4% | Added | History |
| TTTrane Technologies plc | SHS | 15,436 | $6.75M | 0.8% | −211−1.3% | Reduced | History |
| PEPPepsiCo Inc | Stock | 50,434 | $6.66M | 0.8% | +955+1.9% | Added | History |
| CSLCarlisle Companies Inc | COM | 17,308 | $6.46M | 0.8% | −356−2.0% | Reduced | History |
| MAMastercard Inc | Stock | 11,330 | $6.37M | 0.8% | −78−0.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 6,076 | $6.25M | 0.8% | +6,076 | New | History |
| DEDeere & Co | Stock | 12,124 | $6.16M | 0.8% | +907+8.1% | Added | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 121,016 | $6.12M | 0.8% | −16,213−11.8% | Reduced | – |
| LULUlululemon athletica inc. | Stock | 24,649 | $5.86M | 0.7% | +24,649 | New | History |
| WMWaste Management Inc | Stock | 25,317 | $5.79M | 0.7% | +1,447+6.1% | Added | History |
| LRCXLam Research Corp | Stock | 57,890 | $5.64M | 0.7% | −2,281−3.8% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 66,018 | $5.23M | 0.6% | +11,853+21.9% | Added | History |
| TTEKTetra Tech Inc | COM | 143,571 | $5.16M | 0.6% | +14,788+11.5% | Added | History |
| CEGConstellation Energy Corp | Stock | 15,921 | $5.14M | 0.6% | +748+4.9% | Added | History |
| CVXChevron Corp | Stock | 35,859 | $5.13M | 0.6% | −616−1.7% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 28,729 | $5.00M | 0.6% | −1,254−4.2% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 11,908 | $4.63M | 0.6% | −375−3.1% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 15,793 | $4.45M | 0.6% | −468−2.9% | Reduced | History |
| COFCapital One Financial Corp | Stock | 19,755 | $4.20M | 0.5% | +4,307+27.9% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 66,909 | $4.15M | 0.5% | −844−1.2% | Reduced | – |
| AMGNAmgen Inc | Stock | 13,691 | $3.82M | 0.5% | −208−1.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 21,297 | $3.78M | 0.5% | −302−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 34,910 | $3.76M | 0.5% | +774+2.3% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 29,457 | $3.64M | 0.5% | −376−1.3% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,507 | $3.59M | 0.4% | +399+6.5% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 11,227 | $3.50M | 0.4% | −1,305−10.4% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 79,420 | $3.44M | 0.4% | +8,343+11.7% | Added | History |
| TELTE Connectivity plc | Stock | 19,986 | $3.37M | 0.4% | −227−1.1% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 20,707 | $3.37M | 0.4% | +1,871+9.9% | Added | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 17,329 | $3.34M | 0.4% | +49+0.3% | Added | – |
| PHMPultegroup Inc | COM | 30,618 | $3.23M | 0.4% | −580−1.9% | Reduced | History |
| RTXRTX Corp | Stock | 20,971 | $3.06M | 0.4% | +225+1.1% | Added | History |
| LOWLowes Companies Inc | Stock | 13,285 | $2.95M | 0.4% | −1,809−12.0% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 4,203 | $2.94M | 0.4% | −11−0.3% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 3,911 | $2.89M | 0.4% | −29−0.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 15,263 | $2.83M | 0.4% | −40.0% | Reduced | History |
| LINLinde PLC | Stock | 5,951 | $2.79M | 0.3% | −112−1.8% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 12,591 | $2.75M | 0.3% | −304−2.4% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,454 | $2.73M | 0.3% | −154−2.0% | Reduced | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 89,944 | $2.52M | 0.3% | −451−0.5% | Reduced | – |
| CATCaterpillar Inc | Stock | 6,232 | $2.42M | 0.3% | +145+2.4% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 3,310 | $2.34M | 0.3% | −5−0.2% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 119,488 | $2.33M | 0.3% | +12,634+11.8% | Added | – |
| CCJCameco Corp | Stock | 30,939 | $2.30M | 0.3% | +12,449+67.3% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 13,148 | $2.29M | 0.3% | +5,002+61.4% | Added | History |
| FITBFifth Third Bancorp | COM | 54,143 | $2.23M | 0.3% | −1,912−3.4% | Reduced | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 8,019 | $2.22M | 0.3% | −12,713−61.3% | Reduced | – |
| PNCPNC Financial Services Group, Inc. | Stock | 11,646 | $2.17M | 0.3% | −272−2.3% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,377 | $2.09M | 0.3% | +193+6.1% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 104,724 | $2.06M | 0.3% | +9,802+10.3% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,019 | $2.04M | 0.3% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 12,524 | $2.00M | 0.2% | −240−1.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,911 | $1.90M | 0.2% | +522+15.4% | Added | History |
| PSXPhillips 66 | Stock | 15,853 | $1.89M | 0.2% | −3,472−18.0% | Reduced | History |
| COPConocoPhillips | Stock | 20,989 | $1.88M | 0.2% | −2,908−12.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 12,318 | $1.88M | 0.2% | −153−1.2% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 27,151 | $1.83M | 0.2% | −815−2.9% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 13,943 | $1.78M | 0.2% | −385−2.7% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,090 | $1.76M | 0.2% | −47−1.5% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 35,391 | $1.71M | 0.2% | −2,782−7.3% | Reduced | – |
| TMOThermo Fisher Scientific Inc. | Stock | 4,202 | $1.70M | 0.2% | −551−11.6% | Reduced | History |
| DHRDanaher Corp | Stock | 8,218 | $1.62M | 0.2% | +43+0.5% | Added | History |
| HONHoneywell International Inc | COM | 6,946 | $1.62M | 0.2% | −136−1.9% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 18,725 | $1.58M | 0.2% | +14,601+354.0% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,555 | $1.56M | 0.2% | +1,548+77.1% | Added | – |
| WMTWalmart Inc. | Stock | 15,095 | $1.48M | 0.2% | +5,303+54.2% | Added | History |
| SPGIS&P Global Inc. | Stock | 2,784 | $1.47M | 0.2% | −38−1.3% | Reduced | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,714 | $1.43M | 0.2% | −91−0.6% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 68,914 | $1.41M | 0.2% | +9,142+15.3% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 72,423 | $1.35M | 0.2% | +9,743+15.5% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 14,512 | $1.30M | 0.2% | −683−4.5% | Reduced | – |
Sold out since Q1 2025 (3)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| DFSDiscover Financial Services | COM | 3,900 | $665.7K | 0.1% | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,566 | $317.9K | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 920 | $235.1K | <0.1% | – |