River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 208
- +5 vs. Q3 2025
- Portfolio value
- $891.7M
- +$36.4M (+4.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 185,954 | $50.6M | 5.7% | −580.0% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 430,189 | $41.4M | 4.6% | +18,630+4.5% | Added | – |
| NVDANVIDIA Corp | Stock | 216,783 | $40.4M | 4.5% | −2,420−1.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 81,133 | $39.2M | 4.4% | −778−0.9% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 51,874 | $35.5M | 4.0% | +144+0.3% | Added | – |
| GOOGLAlphabet Inc. | Stock | 106,769 | $33.4M | 3.7% | −3,751−3.4% | Reduced | History |
| iShares Tr46434V290 | US SML CAP EQT | 360,566 | $27.0M | 3.0% | +17,197+5.0% | Added | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 356,629 | $25.7M | 2.9% | +19,639+5.8% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 68,992 | $22.2M | 2.5% | +1,358+2.0% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 86,270 | $21.2M | 2.4% | −420−0.5% | Reduced | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 235,278 | $21.0M | 2.4% | +1,130+0.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 86,337 | $19.9M | 2.2% | +3,474+4.2% | Added | History |
| VVisa Inc. | Stock | 52,948 | $18.6M | 2.1% | +1,577+3.1% | Added | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 248,722 | $18.3M | 2.1% | +1,238+0.5% | Added | – |
| ACNAccenture plc | Stock | 67,385 | $18.1M | 2.0% | +7,490+12.5% | Added | History |
| CORCencora, Inc. | Stock | 43,919 | $14.8M | 1.7% | +1,014+2.4% | Added | History |
| BACBank of America Corp | Stock | 259,550 | $14.3M | 1.6% | +23,453+9.9% | Added | History |
| LLYEli Lilly & Co | Stock | 12,666 | $13.6M | 1.5% | +350+2.8% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 65,878 | $13.4M | 1.5% | +1,578+2.5% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 46,690 | $12.0M | 1.3% | +3,600+8.4% | Added | History |
| ETNEaton Corp plc | Stock | 36,555 | $11.6M | 1.3% | +3,411+10.3% | Added | History |
| CBChubb Ltd | Stock | 36,825 | $11.5M | 1.3% | +2,611+7.6% | Added | History |
| TJXTJX Companies Inc | Stock | 72,523 | $11.1M | 1.2% | +5,773+8.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 93,839 | $9.88M | 1.1% | +11,915+14.5% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 145,353 | $9.77M | 1.1% | +4,404+3.1% | Added | – |
| LRCXLam Research Corp | Stock | 53,959 | $9.24M | 1.0% | −3,765−6.5% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 8,264 | $8.84M | 1.0% | +1,059+14.7% | Added | History |
| CRMSalesforce, Inc. | Stock | 33,221 | $8.80M | 1.0% | +364+1.1% | Added | History |
| PEPPepsiCo Inc | Stock | 61,228 | $8.79M | 1.0% | +9,463+18.3% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 215,040 | $7.96M | 0.9% | +33,723+18.6% | Added | History |
| SYKStryker Corp | Stock | 22,508 | $7.91M | 0.9% | +2,861+14.6% | Added | History |
| NOWServiceNow, Inc. | Stock | 46,275 | $7.09M | 0.8% | +9,140+24.6% | AddedConverted for a 5-for-1 split | History |
| WMTWalmart Inc. | Stock | 63,560 | $7.08M | 0.8% | +7,949+14.3% | Added | History |
| ORCLOracle Corp | Stock | 35,218 | $6.86M | 0.8% | −564−1.6% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 21,814 | $6.85M | 0.8% | +774+3.7% | Added | History |
| WMWaste Management Inc | Stock | 30,495 | $6.70M | 0.8% | +3,130+11.4% | Added | History |
| MAMastercard Inc | Stock | 11,095 | $6.33M | 0.7% | −77−0.7% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 17,693 | $6.25M | 0.7% | +1,183+7.2% | Added | History |
| DEDeere & Co | Stock | 12,969 | $6.04M | 0.7% | +46+0.4% | Added | History |
| COSTCostco Wholesale Corp | Stock | 6,977 | $6.02M | 0.7% | −311−4.3% | Reduced | History |
| TTTrane Technologies plc | SHS | 14,400 | $5.60M | 0.6% | −864−5.7% | Reduced | History |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 108,095 | $5.48M | 0.6% | −7,703−6.7% | Reduced | – |
| CVXChevron Corp | Stock | 35,487 | $5.41M | 0.6% | +941+2.7% | Added | History |
| CSLCarlisle Companies Inc | COM | 16,024 | $5.13M | 0.6% | −958−5.6% | Reduced | History |
| TTEKTetra Tech Inc | COM | 145,804 | $4.89M | 0.5% | −3,103−2.1% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 26,071 | $4.81M | 0.5% | −1,380−5.0% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 90,953 | $4.62M | 0.5% | +6,835+8.1% | Added | History |
| AMGNAmgen Inc | Stock | 13,678 | $4.48M | 0.5% | +142+1.0% | Added | History |
| COFCapital One Financial Corp | Stock | 18,413 | $4.46M | 0.5% | −1,163−5.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 7,662 | $4.39M | 0.5% | +1,430+22.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 34,297 | $4.13M | 0.5% | +806+2.4% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 61,384 | $4.05M | 0.5% | −4,648−7.0% | Reduced | – |
| CCJCameco Corp | Stock | 43,699 | $4.00M | 0.4% | +5,852+15.5% | Added | History |
| TELTE Connectivity plc | Stock | 17,380 | $3.95M | 0.4% | −2,271−11.6% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,416 | $3.94M | 0.4% | −159−2.4% | Reduced | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 29,058 | $3.82M | 0.4% | −298−1.0% | Reduced | – |
| RTXRTX Corp | Stock | 20,466 | $3.75M | 0.4% | −487−2.3% | Reduced | History |
| PHParker-Hannifin Corp | Stock | 4,000 | $3.52M | 0.4% | −187−4.5% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 16,391 | $3.43M | 0.4% | −201−1.2% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 14,872 | $3.40M | 0.4% | −248−1.6% | Reduced | History |
| DLRDigital Realty Trust, Inc. | COM | 21,450 | $3.32M | 0.4% | +3,989+22.8% | Added | History |
| PHMPultegroup Inc | COM | 27,823 | $3.26M | 0.4% | −488−1.7% | Reduced | History |
| APDAir Products & Chemicals, Inc. | Stock | 13,022 | $3.22M | 0.4% | −2,061−13.7% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 14,700 | $3.07M | 0.3% | +3,022+25.9% | Added | History |
| JNJJohnson & Johnson | Stock | 14,080 | $2.91M | 0.3% | +1,783+14.5% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 3,268 | $2.87M | 0.3% | +5+0.2% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 94,098 | $2.83M | 0.3% | −404−0.4% | Reduced | – |
| LOWLowes Companies Inc | Stock | 11,332 | $2.73M | 0.3% | −1,366−10.8% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 32,912 | $2.64M | 0.3% | +8,104+32.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,896 | $2.57M | 0.3% | −65−1.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 7,321 | $2.52M | 0.3% | −79−1.1% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,658 | $2.49M | 0.3% | −346−8.6% | Reduced | History |
| LINLinde PLC | Stock | 5,723 | $2.44M | 0.3% | −190−3.2% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 6,398 | $2.39M | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,860 | $2.37M | 0.3% | −72−0.9% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 111,556 | $2.18M | 0.2% | −10,225−8.4% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,388 | $2.12M | 0.2% | +283+9.1% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 3,643 | $2.11M | 0.2% | −296−7.5% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 95,002 | $1.88M | 0.2% | −8,156−7.9% | Reduced | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 9,963 | $1.85M | 0.2% | −2,455−19.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 3,671 | $1.85M | 0.2% | +295+8.7% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 33,393 | $1.83M | 0.2% | −817−2.4% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,704 | $1.81M | 0.2% | 00.0% | Unchanged | – |
| DHRDanaher Corp | Stock | 7,770 | $1.78M | 0.2% | −272−3.4% | Reduced | History |
| PSXPhillips 66 | Stock | 13,513 | $1.74M | 0.2% | −1,457−9.7% | Reduced | History |
| PGProcter & Gamble Co | Stock | 11,456 | $1.64M | 0.2% | −564−4.7% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 10,571 | $1.52M | 0.2% | +741+7.5% | AddedConverted for a 2-for-1 split | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,452 | $1.50M | 0.2% | −2,137−12.1% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 4,322 | $1.50M | 0.2% | +1,803+71.6% | Added | History |
| COPConocoPhillips | Stock | 15,900 | $1.49M | 0.2% | −2,718−14.6% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 4,095 | $1.44M | 0.2% | −723−15.0% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W858 | BULLETSHS 2032 | 68,425 | $1.43M | 0.2% | +8,802+14.8% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 69,230 | $1.43M | 0.2% | −1,387−2.0% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 74,586 | $1.40M | 0.2% | +305+0.4% | Added | – |
| SPGIS&P Global Inc. | Stock | 2,619 | $1.37M | 0.2% | −165−5.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J429 | BULETSHS 2031 CP | 78,851 | $1.32M | 0.1% | +4,192+5.6% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J460 | INVSCO 30 CORP | 74,800 | $1.27M | 0.1% | +3,506+4.9% | Added | – |
| Invesco Exch TRD SLF Idx FD46139W825 | BUL 2033 COR ETF | 58,116 | $1.25M | 0.1% | +8,540+17.2% | Added | – |
| KRNYKearny Financial Corp. | COM | 166,946 | $1.24M | 0.1% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 7,190 | $1.23M | 0.1% | −312−4.2% | Reduced | History |
Sold out since Q3 2025 (10)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 26,109 | $1.63M | 0.2% | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 52,186 | $1.08M | 0.1% | – |
| TFCTruist Financial Corp | COM | 23,024 | $1.05M | 0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 15,617 | $925.8K | 0.1% | History |
| SNPSSynopsys Inc | COM | 639 | $315.3K | <0.1% | History |
| iShares Tr464288273 | EAFE SML CP ETF | 3,876 | $297.4K | <0.1% | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 936 | $222.9K | <0.1% | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 2,135 | $210.3K | <0.1% | History |
| LHLabcorp Holdings Inc. | Stock | 710 | $203.8K | <0.1% | History |
| WSOWatsco Inc | COM | 500 | $202.2K | <0.1% | History |