River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 203
- +1 vs. Q2 2025
- Portfolio value
- $855.3M
- +$50.8M (+6.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPCNuveen Preferred & Income Opportunities Fund | COM | 14,688 | $120.4K | <0.1% | +14,688 | New | History |
| WSOWatsco Inc | COM | 500 | $202.2K | <0.1% | 00.0% | Unchanged | History |
| EMREmerson Electric Co | Stock | 1,550 | $203.3K | <0.1% | +6+0.4% | Added | History |
| LHLabcorp Holdings Inc. | Stock | 710 | $203.8K | <0.1% | +710 | New | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 646 | $206.7K | <0.1% | +646 | New | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 686 | $209.5K | <0.1% | +686 | New | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,135 | $210.3K | <0.1% | −191−8.2% | Reduced | History |
| NUENucor Corp | COM | 1,574 | $213.2K | <0.1% | −123−7.2% | Reduced | History |
| Vanguard Communication Services ETF92204A884 | ETF | 1,150 | $215.9K | <0.1% | +1,150 | New | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 936 | $222.9K | <0.1% | +1+0.1% | Added | History |
| LMTLockheed Martin Corp | Stock | 461 | $230.1K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,217 | $238.4K | <0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 6,559 | $243.7K | <0.1% | −673−9.3% | Reduced | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,688 | $246.6K | <0.1% | −929−20.1% | Reduced | – |
| AMPAmeriprise Financial Inc | COM | 517 | $254.0K | <0.1% | +1+0.2% | Added | History |
| AONAon plc | CL A | 718 | $256.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,859 | $259.6K | <0.1% | −10−0.5% | Reduced | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,020 | $269.2K | <0.1% | +20+0.7% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,115 | $276.1K | <0.1% | 00.0% | Unchanged | – |
| BMYBristol Myers Squibb Co | Stock | 6,195 | $279.4K | <0.1% | −431−6.5% | Reduced | History |
| CMICummins Inc | Stock | 666 | $281.3K | <0.1% | 00.0% | Unchanged | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 10,486 | $292.6K | <0.1% | +10,486 | New | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,876 | $297.4K | <0.1% | −198−4.9% | Reduced | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,120 | $314.5K | <0.1% | −426−9.4% | Reduced | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,213 | $314.9K | <0.1% | −178−12.8% | Reduced | – |
| SNPSSynopsys Inc | COM | 639 | $315.3K | <0.1% | +62+10.7% | Added | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,331 | $319.0K | <0.1% | −60−4.3% | Reduced | – |
| PPGPPG Industries Inc | Stock | 3,086 | $324.3K | <0.1% | −407−11.7% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 1,723 | $328.3K | <0.1% | +4+0.2% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,557 | $330.0K | <0.1% | +1,154+15.6% | Added | – |
| TXNTexas Instruments Inc | Stock | 1,854 | $340.6K | <0.1% | −83−4.3% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 3,819 | $358.2K | <0.1% | +5+0.1% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,663 | $358.9K | <0.1% | −1,200−15.3% | Reduced | – |
| NEENextera Energy Inc | Stock | 4,874 | $367.9K | <0.1% | +12+0.2% | Added | History |
| MOG.AMoog Inc. | CL A | 1,800 | $373.8K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 3,661 | $375.7K | <0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 1,857 | $380.1K | <0.1% | +158+9.3% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 1,990 | $383.6K | <0.1% | −86−4.1% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 519 | $387.5K | <0.1% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,640 | $405.1K | <0.1% | −42−0.9% | Reduced | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,899 | $406.0K | <0.1% | 00.0% | Unchanged | – |
| AJGArthur J. Gallagher & Co. | COM | 1,367 | $423.4K | <0.1% | −14−1.0% | Reduced | History |
| MSMorgan Stanley | Stock | 2,837 | $451.0K | 0.1% | −80−2.7% | Reduced | History |
| MTBM&T Bank Corp | COM | 2,298 | $454.1K | 0.1% | −155−6.3% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,357 | $473.2K | 0.1% | 00.0% | Unchanged | – |
| TMToyota Motor Corp | ADS | 2,492 | $476.2K | 0.1% | −140−5.3% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,627 | $477.9K | 0.1% | −6−0.4% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 5,148 | $491.5K | 0.1% | −272−5.0% | Reduced | History |
| FDXFedEx Corp | Stock | 2,104 | $496.1K | 0.1% | −2,624−55.5% | Reduced | History |
| MASMasco Corp | COM | 7,239 | $509.6K | 0.1% | −80−1.1% | Reduced | History |
| CARRCarrier Global Corp | Stock | 8,547 | $510.3K | 0.1% | −56−0.7% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,104 | $517.1K | 0.1% | +61+5.8% | Added | – |
| KOCoca Cola Co | Stock | 7,961 | $528.0K | 0.1% | −808−9.2% | Reduced | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,213 | $540.2K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 26,012 | $546.8K | 0.1% | +4,843+22.9% | Added | – |
| AVYAvery Dennison Corp | COM | 3,481 | $564.5K | 0.1% | −80−2.2% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 4,819 | $599.2K | 0.1% | +10.0% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 2,164 | $604.1K | 0.1% | +4+0.2% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,752 | $605.0K | 0.1% | −9,475−84.4% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 5,055 | $611.7K | 0.1% | −8,888−63.7% | Reduced | History |
| SOSouthern Co | Stock | 6,456 | $611.8K | 0.1% | +20.0% | Added | History |
| MCDMcDonalds Corp | Stock | 2,019 | $613.6K | 0.1% | −12−0.6% | Reduced | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,770 | $615.5K | 0.1% | −564−16.9% | Reduced | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 19,515 | $626.8K | 0.1% | +19,515 | New | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,795 | $639.1K | 0.1% | −124−1.0% | Reduced | – |
| DISWalt Disney Co | Stock | 5,600 | $641.2K | 0.1% | −11−0.2% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,562 | $660.9K | 0.1% | −111−2.0% | Reduced | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,551 | $685.9K | 0.1% | 00.0% | Unchanged | – |
| UNPUnion Pacific Corp | Stock | 2,947 | $696.5K | 0.1% | +2+0.1% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,173 | $699.1K | 0.1% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 1,574 | $700.0K | 0.1% | +209+15.3% | Added | History |
| ABTAbbott Laboratories | Stock | 5,274 | $706.4K | 0.1% | −189−3.5% | Reduced | History |
| CICigna Group | Stock | 2,461 | $709.4K | 0.1% | −131−5.1% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 11,982 | $718.0K | 0.1% | −388−3.1% | Reduced | – |
| GDGeneral Dynamics Corp | Stock | 2,189 | $746.3K | 0.1% | 00.0% | Unchanged | History |
| TOLToll Brothers, Inc. | COM | 5,445 | $752.2K | 0.1% | −380−6.5% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 3,002 | $782.8K | 0.1% | −129−4.1% | Reduced | History |
| HSYHershey Co | COM | 4,216 | $788.5K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 667 | $799.7K | 0.1% | −6−0.9% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 5,672 | $806.0K | 0.1% | 00.0% | Unchanged | – |
| IRIngersoll Rand Inc. | COM | 9,837 | $812.7K | 0.1% | −85−0.9% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 2,519 | $831.1K | 0.1% | +263+11.7% | Added | History |
| PLDPrologis, Inc. | REIT | 7,400 | $847.4K | 0.1% | −568−7.1% | Reduced | History |
| CLColgate Palmolive Co | Stock | 10,924 | $873.3K | 0.1% | −203−1.8% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,202 | $898.8K | 0.1% | +5,102+63.0% | Added | – |
| ULUnilever PLC | SPON ADR NEW | 15,617 | $925.8K | 0.1% | −516−3.2% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 6,492 | $956.4K | 0.1% | −100−1.5% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 3,200 | $961.3K | 0.1% | −5−0.2% | Reduced | History |
| WFCWells Fargo & Company | Stock | 11,538 | $967.1K | 0.1% | +164+1.4% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,250 | $979.1K | 0.1% | +322+6.5% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,996 | $983.3K | 0.1% | −3−0.1% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 11,232 | $1.00M | 0.1% | −232−2.0% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,977 | $1.01M | 0.1% | −36−0.9% | Reduced | – |
| ADPAutomatic Data Processing Inc | Stock | 3,466 | $1.02M | 0.1% | −84−2.4% | Reduced | History |
| TFCTruist Financial Corp | COM | 23,024 | $1.05M | 0.1% | −1,204−5.0% | Reduced | History |
| MCKMcKesson Corp | Stock | 1,370 | $1.06M | 0.1% | −11−0.8% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 49,576 | $1.06M | 0.1% | +4,033+8.9% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 52,186 | $1.08M | 0.1% | −681−1.3% | Reduced | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.10M | 0.1% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 16,978 | $1.16M | 0.1% | −40−0.2% | Reduced | History |
Sold out since Q2 2025 (6)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| LULUlululemon athletica inc. | Stock | 24,649 | $5.86M | 0.7% | History |
| STZConstellation Brands, Inc. | Stock | 20,707 | $3.37M | 0.4% | History |
| CAHCardinal Health Inc | Stock | 1,510 | $253.7K | <0.1% | History |
| MKCMcCormick & Co Inc | Stock | 2,980 | $225.9K | <0.1% | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 2,715 | $210.5K | <0.1% | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,026 | $200.1K | <0.1% | – |