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 |
|---|---|---|---|---|---|---|---|
| JPCNuveen Preferred & Income Opportunities Fund | COM | 14,688 | $119.1K | <0.1% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,298 | $200.1K | <0.1% | +1,298 | New | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,466 | $200.8K | <0.1% | +1,466 | New | – |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 9,778 | $203.5K | <0.1% | +9,778 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 646 | $208.7K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 2,378 | $210.5K | <0.1% | +2,378 | New | – |
| BROBrown & Brown, Inc. | Stock | 2,694 | $214.7K | <0.1% | −1,125−29.5% | Reduced | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,354 | $217.7K | <0.1% | +1,354 | New | History |
| AJGArthur J. Gallagher & Co. | COM | 843 | $218.2K | <0.1% | −524−38.3% | Reduced | History |
| VZVerizon Communications Inc | Stock | 5,399 | $219.9K | <0.1% | +5,399 | New | History |
| Vanguard Communication Services ETF92204A884 | ETF | 1,150 | $222.7K | <0.1% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 1,697 | $225.3K | <0.1% | +147+9.5% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 769 | $225.8K | <0.1% | +83+12.1% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,060 | $229.5K | <0.1% | −2,426−23.1% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 1,331 | $236.6K | <0.1% | +1,331 | New | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,217 | $243.0K | <0.1% | 00.0% | Unchanged | – |
| AMPAmeriprise Financial Inc | COM | 500 | $245.2K | <0.1% | −17−3.3% | Reduced | History |
| AONAon plc | CL A | 698 | $246.3K | <0.1% | −20−2.8% | Reduced | History |
| AVYAvery Dennison Corp | COM | 1,403 | $255.2K | <0.1% | −2,078−59.7% | Reduced | History |
| MOAltria Group, Inc. | Stock | 4,467 | $257.6K | <0.1% | +4,467 | New | History |
| NUENucor Corp | COM | 1,579 | $257.6K | <0.1% | +5+0.3% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,859 | $262.2K | <0.1% | 00.0% | Unchanged | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,594 | $267.0K | <0.1% | −94−2.5% | Reduced | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,020 | $276.0K | <0.1% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 1,765 | $287.1K | <0.1% | −225−11.3% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 602 | $291.2K | <0.1% | +141+30.6% | Added | History |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 5,650 | $297.9K | <0.1% | +5,650 | New | – |
| DGXQuest Diagnostics Inc | COM | 1,723 | $298.9K | <0.1% | 00.0% | Unchanged | History |
| PPGPPG Industries Inc | Stock | 2,955 | $302.8K | <0.1% | −131−4.2% | Reduced | History |
| TAT&T Inc. | Stock | 12,209 | $303.3K | <0.1% | +12,209 | New | History |
| PAYXPaychex Inc | Stock | 2,723 | $305.5K | <0.1% | +2,723 | New | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,266 | $309.0K | <0.1% | +1,151+11.4% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 5,745 | $309.9K | <0.1% | −450−7.3% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,834 | $318.1K | <0.1% | −20−1.1% | Reduced | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,107 | $319.3K | <0.1% | −13−0.3% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,560 | $338.9K | <0.1% | +30.0% | Added | – |
| CMICummins Inc | Stock | 666 | $340.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,878 | $343.7K | <0.1% | +216+8.1% | AddedConverted for a 2-for-1 split | – |
| UNHUnitedHealth Group Inc | Stock | 1,049 | $346.3K | <0.1% | −703−40.1% | Reduced | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,213 | $349.2K | <0.1% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 1,173 | $358.5K | <0.1% | −846−41.9% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 3,521 | $360.4K | <0.1% | −140−3.8% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,763 | $370.4K | <0.1% | +100+1.5% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,662 | $384.3K | <0.1% | −1,285−43.6% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 519 | $391.2K | <0.1% | 00.0% | Unchanged | – |
| MASMasco Corp | COM | 6,254 | $396.9K | <0.1% | −985−13.6% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,874 | $399.9K | <0.1% | −25−0.9% | Reduced | – |
| SCHWSchwab Charles Corp | Stock | 4,354 | $435.0K | <0.1% | −794−15.4% | Reduced | History |
| MOG.AMoog Inc. | CL A | 1,800 | $438.4K | <0.1% | 00.0% | Unchanged | History |
| MTBM&T Bank Corp | COM | 2,228 | $448.9K | 0.1% | −70−3.0% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 800 | $453.1K | 0.1% | +800 | New | History |
| KMBKimberly Clark Corp | Stock | 4,572 | $461.2K | 0.1% | −247−5.1% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,596 | $463.2K | 0.1% | −31−1.9% | Reduced | – |
| PPLPPL Corp | COM | 13,270 | $464.7K | 0.1% | +6,711+102.3% | Added | History |
| CARRCarrier Global Corp | Stock | 8,957 | $473.3K | 0.1% | +410+4.8% | Added | History |
| FITBFifth Third Bancorp | COM | 10,191 | $477.0K | 0.1% | −42,688−80.7% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 4,375 | $482.0K | 0.1% | −680−13.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 1,884 | $484.0K | 0.1% | +27+1.5% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,379 | $485.0K | 0.1% | +22+0.7% | Added | – |
| MSMorgan Stanley | Stock | 2,837 | $503.7K | 0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 2,377 | $508.8K | 0.1% | −115−4.6% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,104 | $522.5K | 0.1% | 00.0% | Unchanged | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,163 | $543.3K | 0.1% | −50−2.3% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,088 | $544.6K | 0.1% | +1,448+31.2% | Added | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 5,851 | $551.8K | 0.1% | +5,851 | New | – |
| NEENextera Energy Inc | Stock | 6,900 | $553.9K | 0.1% | +2,026+41.6% | Added | History |
| KOCoca Cola Co | Stock | 8,005 | $559.6K | 0.1% | +44+0.6% | Added | History |
| SOSouthern Co | Stock | 6,441 | $561.7K | 0.1% | −15−0.2% | Reduced | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,690 | $604.5K | 0.1% | −80−2.9% | Reduced | – |
| FDXFedEx Corp | Stock | 2,106 | $608.2K | 0.1% | +2+0.1% | Added | History |
| NFLXNetflix Inc | Stock | 6,710 | $629.1K | 0.1% | +40+0.6% | AddedConverted for a 10-for-1 split | History |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 19,515 | $640.1K | 0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 5,680 | $646.2K | 0.1% | +80+1.4% | Added | History |
| CICigna Group | Stock | 2,393 | $658.6K | 0.1% | −68−2.8% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,481 | $658.7K | 0.1% | −81−1.5% | Reduced | – |
| ABTAbbott Laboratories | Stock | 5,387 | $675.0K | 0.1% | +113+2.1% | Added | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,551 | $690.4K | 0.1% | 00.0% | Unchanged | – |
| TRVTravelers Companies, Inc. | Stock | 2,403 | $696.9K | 0.1% | +239+11.0% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,019 | $699.9K | 0.1% | +1,224+10.4% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,171 | $706.4K | 0.1% | −2−0.2% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 2,894 | $712.9K | 0.1% | −108−3.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 9,115 | $720.3K | 0.1% | −1,809−16.6% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 5,339 | $721.9K | 0.1% | −106−1.9% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46139W783 | BULL 2034 CO ETF | 35,428 | $744.7K | 0.1% | +9,416+36.2% | Added | – |
| HSYHershey Co | COM | 4,103 | $746.7K | 0.1% | −113−2.7% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 2,242 | $754.6K | 0.1% | +53+2.4% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,143 | $758.6K | 0.1% | +161+1.3% | Added | – |
| IRIngersoll Rand Inc. | COM | 9,837 | $779.3K | 0.1% | 00.0% | Unchanged | History |
| ULUnilever PLC | SPON ADR NEW | 12,436 | $813.3K | 0.1% | +12,436 | New | History |
| BABoeing Co | Stock | 3,811 | $827.5K | 0.1% | +3,811 | New | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,195 | $846.6K | 0.1% | −1,007−7.6% | Reduced | – |
| WFCWells Fargo & Company | Stock | 9,235 | $860.7K | 0.1% | −2,303−20.0% | Reduced | History |
| ADPAutomatic Data Processing Inc | Stock | 3,412 | $877.6K | 0.1% | −54−1.6% | Reduced | History |
| PLDPrologis, Inc. | REIT | 6,968 | $889.6K | 0.1% | −432−5.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 11,559 | $890.4K | 0.1% | −5,419−31.9% | Reduced | History |
| NSCNorfolk Southern Corp | Stock | 3,200 | $923.9K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,943 | $944.1K | 0.1% | −307−5.8% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,003 | $1.01M | 0.1% | +7+0.2% | Added | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 22,814 | $1.02M | 0.1% | +350+1.6% | AddedConverted for a 2-for-1 split | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,976 | $1.03M | 0.1% | −10.0% | Reduced | – |
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 |