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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 187,602 | $38.5M | 4.8% | +10,258+5.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 81,743 | $40.7M | 5.1% | +2,054+2.6% | Added | 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% | – |