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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,026 | $200.1K | <0.1% | −315−23.5% | Reduced | – |
| EMREmerson Electric Co | Stock | 1,544 | $205.9K | <0.1% | +1,544 | New | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,715 | $210.5K | <0.1% | +2,715 | New | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,217 | $210.9K | <0.1% | +1,217 | New | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,326 | $212.1K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 461 | $213.5K | <0.1% | +461 | New | History |
| CMICummins Inc | Stock | 666 | $218.1K | <0.1% | −60−8.3% | Reduced | History |
| NUENucor Corp | COM | 1,697 | $219.9K | <0.1% | 00.0% | Unchanged | History |
| WSOWatsco Inc | COM | 500 | $220.8K | <0.1% | 00.0% | Unchanged | History |
| MKCMcCormick & Co Inc | Stock | 2,980 | $225.9K | <0.1% | −200−6.3% | Reduced | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 935 | $227.2K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,000 | $240.3K | <0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 7,232 | $245.1K | <0.1% | −800−10.0% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,869 | $247.0K | <0.1% | 00.0% | Unchanged | – |
| CAHCardinal Health Inc | Stock | 1,510 | $253.7K | <0.1% | 00.0% | Unchanged | History |
| AONAon plc | CL A | 718 | $256.2K | <0.1% | −1−0.1% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 7,403 | $265.3K | <0.1% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,115 | $268.0K | <0.1% | −363−3.5% | Reduced | – |
| AMPAmeriprise Financial Inc | COM | 516 | $275.4K | <0.1% | 00.0% | Unchanged | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 4,617 | $295.3K | <0.1% | −183−3.8% | Reduced | – |
| SNPSSynopsys Inc | COM | 577 | $295.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288273 | EAFE SML CP ETF | 4,074 | $296.1K | <0.1% | −490−10.7% | Reduced | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,391 | $302.3K | <0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 6,626 | $306.7K | <0.1% | −782−10.6% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 1,719 | $308.7K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 1,699 | $310.9K | <0.1% | +146+9.4% | Added | History |
| MOG.AMoog Inc. | CL A | 1,800 | $325.7K | <0.1% | 00.0% | Unchanged | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,546 | $336.6K | <0.1% | −51−1.1% | Reduced | – |
| NEENextera Energy Inc | Stock | 4,862 | $337.5K | <0.1% | −64−1.3% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 519 | $344.2K | <0.1% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 2,076 | $344.9K | <0.1% | +71+3.5% | Added | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,391 | $345.4K | <0.1% | −38−2.7% | Reduced | – |
| TROWPrice T Rowe Group Inc | Stock | 3,661 | $353.3K | <0.1% | −185−4.8% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,682 | $390.8K | <0.1% | −1,293−21.6% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $393.5K | <0.1% | 00.0% | Unchanged | – |
| PPGPPG Industries Inc | Stock | 3,493 | $397.4K | <0.1% | −206−5.6% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,937 | $402.2K | <0.1% | −81−4.0% | Reduced | History |
| MSMorgan Stanley | Stock | 2,917 | $410.9K | 0.1% | +472+19.3% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 7,863 | $411.8K | 0.1% | −781−9.0% | Reduced | – |
| BROBrown & Brown, Inc. | Stock | 3,814 | $422.9K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 1,365 | $433.6K | 0.1% | +583+74.6% | Added | History |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 21,169 | $439.3K | 0.1% | +3,111+17.2% | Added | – |
| AJGArthur J. Gallagher & Co. | COM | 1,381 | $442.1K | 0.1% | −18−1.3% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,043 | $442.8K | 0.1% | 00.0% | Unchanged | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,357 | $447.5K | 0.1% | −100−2.9% | Reduced | – |
| TMToyota Motor Corp | ADS | 2,632 | $453.4K | 0.1% | −63−2.3% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,633 | $456.9K | 0.1% | −53−3.1% | Reduced | – |
| MASMasco Corp | COM | 7,319 | $471.1K | 0.1% | −114−1.5% | Reduced | History |
| MTBM&T Bank Corp | COM | 2,453 | $475.9K | 0.1% | −51−2.0% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 5,420 | $494.6K | 0.1% | +391+7.8% | Added | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,213 | $497.7K | 0.1% | 00.0% | Unchanged | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,100 | $517.9K | 0.1% | −250−3.0% | Reduced | – |
| TRVTravelers Companies, Inc. | Stock | 2,160 | $577.8K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,919 | $589.5K | 0.1% | −318−2.6% | Reduced | – |
| SOSouthern Co | Stock | 6,454 | $592.7K | 0.1% | −42−0.6% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,031 | $593.4K | 0.1% | −100−4.7% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,673 | $620.0K | 0.1% | −10,738−65.4% | Reduced | – |
| KOCoca Cola Co | Stock | 8,769 | $620.4K | 0.1% | +397+4.7% | Added | History |
| KMBKimberly Clark Corp | Stock | 4,818 | $621.2K | 0.1% | −9−0.2% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,256 | $621.9K | 0.1% | +317+16.3% | Added | History |
| AVYAvery Dennison Corp | COM | 3,561 | $624.8K | 0.1% | −85−2.3% | Reduced | History |
| CARRCarrier Global Corp | Stock | 8,603 | $629.7K | 0.1% | +184+2.2% | Added | History |
| GDGeneral Dynamics Corp | Stock | 2,189 | $638.3K | 0.1% | −30−1.4% | Reduced | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,551 | $641.1K | 0.1% | 00.0% | Unchanged | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,334 | $657.5K | 0.1% | −72−2.1% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,173 | $664.5K | 0.1% | −10−0.8% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 5,825 | $664.8K | 0.1% | −335−5.4% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 2,945 | $677.5K | 0.1% | +102+3.6% | Added | History |
| DISWalt Disney Co | Stock | 5,611 | $695.8K | 0.1% | −223−3.8% | Reduced | History |
| HSYHershey Co | COM | 4,216 | $699.6K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,370 | $705.2K | 0.1% | +121+1.0% | Added | – |
| ABTAbbott Laboratories | Stock | 5,463 | $743.0K | 0.1% | +419+8.3% | Added | History |
| iShares Select Dividend ETF464287168 | ETF | 5,672 | $753.3K | 0.1% | −62−1.1% | Reduced | – |
| ITWIllinois Tool Works Inc | Stock | 3,131 | $774.2K | 0.1% | −35−1.1% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 3,205 | $820.4K | 0.1% | −165−4.9% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 9,922 | $825.3K | 0.1% | −218−2.1% | Reduced | History |
| PLDPrologis, Inc. | REIT | 7,968 | $837.6K | 0.1% | −686−7.9% | Reduced | History |
| CICigna Group | Stock | 2,592 | $856.9K | 0.1% | +67+2.7% | Added | History |
| RYRoyal Bank of Canada | Stock | 6,592 | $867.2K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,928 | $871.0K | 0.1% | +1,735+54.3% | Added | – |
| NFLXNetflix Inc | Stock | 673 | $901.2K | 0.1% | +43+6.8% | Added | History |
| WFCWells Fargo & Company | Stock | 11,374 | $911.3K | 0.1% | −29−0.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,999 | $911.6K | 0.1% | +124+4.3% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,013 | $951.0K | 0.1% | +35+0.9% | Added | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 45,543 | $965.5K | 0.1% | +1,804+4.1% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,464 | $972.2K | 0.1% | −50−0.4% | Reduced | – |
| ULUnilever PLC | SPON ADR NEW | 16,133 | $986.8K | 0.1% | −437−2.6% | Reduced | History |
| ALLEAllegion plc | ORD SHS | 6,883 | $992.0K | 0.1% | −164−2.3% | Reduced | History |
| CLColgate Palmolive Co | Stock | 11,127 | $1.01M | 0.1% | −290−2.5% | Reduced | History |
| MCKMcKesson Corp | Stock | 1,381 | $1.01M | 0.1% | −10−0.7% | Reduced | History |
| TFCTruist Financial Corp | COM | 24,228 | $1.04M | 0.1% | −3,812−13.6% | Reduced | History |
| FDXFedEx Corp | Stock | 4,728 | $1.07M | 0.1% | −1,342−22.1% | Reduced | History |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.08M | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 52,867 | $1.09M | 0.1% | +8,022+17.9% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 3,550 | $1.09M | 0.1% | −26−0.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 55,827 | $1.15M | 0.1% | +470+0.8% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 69,249 | $1.16M | 0.1% | −815−1.2% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 17,018 | $1.18M | 0.1% | −283−1.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 72,687 | $1.20M | 0.1% | +173+0.2% | Added | – |
| QCOMQualcomm Inc | Stock | 7,817 | $1.24M | 0.2% | −1,459−15.7% | Reduced | History |
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% | – |