River Wealth Advisors LLC
- SEC CIK
- 0001642570
- Latest filing
- Aug 4, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 13, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 205
- −3 vs. Q4 2025
- Portfolio value
- $870.8M
- −$21.0M (−2.4%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPCNuveen Preferred & Income Opportunities Fund | COM | 14,688 | $110.7K | <0.1% | 00.0% | Unchanged | History |
| AMEAmetek Inc | COM | 937 | $200.9K | <0.1% | +937 | New | History |
| ETREntergy Corp | COM | 1,806 | $202.9K | <0.1% | +1,806 | New | History |
| PLTRPalantir Technologies Inc. | Stock | 1,397 | $204.4K | <0.1% | +66+5.0% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,244 | $206.6K | <0.1% | −110−8.1% | Reduced | History |
| Vanguard Communication Services ETF92204A884 | ETF | 1,150 | $206.8K | <0.1% | 00.0% | Unchanged | – |
| EMREmerson Electric Co | Stock | 1,610 | $210.9K | <0.1% | −87−5.1% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,217 | $220.8K | <0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 479 | $220.8K | <0.1% | −321−40.1% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 503 | $223.5K | <0.1% | +3+0.6% | Added | History |
| IAUiShares Gold Trust | ETF | 2,555 | $225.2K | <0.1% | +2,555 | New | History |
| AONAon plc | CL A | 701 | $226.3K | <0.1% | +3+0.4% | Added | History |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 5,650 | $235.5K | <0.1% | 00.0% | Unchanged | – |
| AVYAvery Dennison Corp | COM | 1,370 | $236.6K | <0.1% | −33−2.4% | Reduced | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,415 | $245.1K | <0.1% | +8,415 | New | – |
| PAYXPaychex Inc | Stock | 2,723 | $250.8K | <0.1% | 00.0% | Unchanged | History |
| NUENucor Corp | COM | 1,484 | $251.0K | <0.1% | −95−6.0% | Reduced | History |
| VZVerizon Communications Inc | Stock | 5,050 | $253.5K | <0.1% | −349−6.5% | Reduced | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 3,610 | $254.0K | <0.1% | +16+0.4% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,020 | $256.4K | <0.1% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 974 | $263.6K | <0.1% | −75−7.1% | Reduced | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 770 | $265.8K | <0.1% | +1+0.1% | Added | History |
| MOAltria Group, Inc. | Stock | 4,047 | $267.1K | <0.1% | −420−9.4% | Reduced | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,859 | $270.9K | <0.1% | 00.0% | Unchanged | – |
| TROWPrice T Rowe Group Inc | Stock | 3,121 | $281.3K | <0.1% | −400−11.4% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 1,541 | $299.1K | <0.1% | −293−16.0% | Reduced | History |
| PPGPPG Industries Inc | Stock | 2,804 | $299.7K | <0.1% | −151−5.1% | Reduced | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 4,304 | $302.1K | <0.1% | +197+4.8% | Added | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,778 | $302.7K | <0.1% | −100−3.5% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,995 | $306.6K | <0.1% | −1,271−11.3% | Reduced | – |
| CMICummins Inc | Stock | 585 | $314.7K | <0.1% | −81−12.2% | Reduced | History |
| DGXQuest Diagnostics Inc | COM | 1,639 | $321.1K | <0.1% | −84−4.9% | Reduced | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,563 | $324.0K | <0.1% | −200−3.0% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 8,563 | $332.7K | <0.1% | +30.0% | Added | – |
| MASMasco Corp | COM | 5,581 | $336.9K | <0.1% | −673−10.8% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 5,758 | $349.2K | <0.1% | +13+0.2% | Added | History |
| MCDMcDonalds Corp | Stock | 1,128 | $350.6K | <0.1% | −45−3.8% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 598 | $361.4K | <0.1% | −4−0.7% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 519 | $362.1K | <0.1% | 00.0% | Unchanged | – |
| SCHWSchwab Charles Corp | Stock | 3,862 | $363.0K | <0.1% | −492−11.3% | Reduced | History |
| TFCTruist Financial Corp | COM | 8,057 | $370.4K | <0.1% | +8,057 | New | History |
| Vanguard Health Care ETF92204A504 | ETF | 1,394 | $379.6K | <0.1% | +181+14.9% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,658 | $402.2K | <0.1% | −4−0.2% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,874 | $419.4K | <0.1% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 1,720 | $420.1K | <0.1% | −45−2.5% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 4,418 | $426.2K | <0.1% | −154−3.4% | Reduced | History |
| MTBM&T Bank Corp | COM | 2,133 | $440.9K | 0.1% | −95−4.3% | Reduced | History |
| FITBFifth Third Bancorp | COM | 9,735 | $452.3K | 0.1% | −456−4.5% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,588 | $456.1K | 0.1% | −8−0.5% | Reduced | – |
| ProShares Tr74347R693 | PSHS ULTRA TECH | 5,851 | $458.7K | 0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 12,237 | $467.5K | 0.1% | −1,033−7.8% | Reduced | History |
| MSMorgan Stanley | Stock | 2,845 | $468.2K | 0.1% | +8+0.3% | Added | History |
| TMToyota Motor Corp | ADS | 2,317 | $477.5K | 0.1% | −60−2.5% | Reduced | History |
| CARRCarrier Global Corp | Stock | 8,518 | $479.7K | 0.1% | −439−4.9% | Reduced | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,386 | $501.5K | 0.1% | +7+0.2% | Added | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,163 | $511.2K | 0.1% | 00.0% | Unchanged | – |
| DISWalt Disney Co | Stock | 5,307 | $511.4K | 0.1% | −373−6.6% | Reduced | History |
| MOG.AMoog Inc. | CL A | 1,800 | $526.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,269 | $541.1K | 0.1% | +165+14.9% | Added | – |
| ABTAbbott Laboratories | Stock | 5,328 | $547.0K | 0.1% | −59−1.1% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 6,160 | $557.7K | 0.1% | +72+1.2% | Added | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 2,715 | $564.9K | 0.1% | +25+0.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,711 | $585.6K | 0.1% | −770−14.0% | Reduced | – |
| KOCoca Cola Co | Stock | 7,929 | $603.0K | 0.1% | −76−0.9% | Reduced | History |
| CICigna Group | Stock | 2,299 | $613.3K | 0.1% | −94−3.9% | Reduced | History |
| SOSouthern Co | Stock | 6,377 | $615.5K | 0.1% | −64−1.0% | Reduced | History |
| ARWArrow Electronics, Inc. | COM | 4,375 | $627.4K | 0.1% | 00.0% | Unchanged | History |
| NFLXNetflix Inc | Stock | 6,563 | $631.0K | 0.1% | −147−2.2% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,036 | $639.0K | 0.1% | −135−11.5% | Reduced | History |
| AMATApplied Materials Inc | Stock | 1,908 | $652.0K | 0.1% | +24+1.3% | Added | History |
| ULUnilever PLC | SPON ADR NEW | 11,447 | $652.1K | 0.1% | −989−8.0% | Reduced | History |
| NEENextera Energy Inc | Stock | 7,036 | $653.5K | 0.1% | +136+2.0% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,019 | $703.7K | 0.1% | 00.0% | Unchanged | – |
| TRVTravelers Companies, Inc. | Stock | 2,464 | $718.6K | 0.1% | +61+2.5% | Added | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8,551 | $722.0K | 0.1% | 00.0% | Unchanged | – |
| CLColgate Palmolive Co | Stock | 8,488 | $723.4K | 0.1% | −627−6.9% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 5,339 | $728.6K | 0.1% | 00.0% | Unchanged | History |
| ADPAutomatic Data Processing Inc | Stock | 3,591 | $729.5K | 0.1% | +179+5.2% | Added | History |
| FDXFedEx Corp | Stock | 2,050 | $730.2K | 0.1% | −56−2.7% | Reduced | History |
| BABoeing Co | Stock | 3,775 | $751.4K | 0.1% | −36−0.9% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 2,901 | $755.2K | 0.1% | +7+0.2% | Added | History |
| WFCWells Fargo & Company | Stock | 9,494 | $755.8K | 0.1% | +259+2.8% | Added | History |
| PLDPrologis, Inc. | REIT | 5,765 | $762.0K | 0.1% | −1,203−17.3% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 9,539 | $764.3K | 0.1% | −298−3.0% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 2,235 | $767.1K | 0.1% | −7−0.3% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 12,252 | $785.1K | 0.1% | +109+0.9% | Added | – |
| QCOMQualcomm Inc | Stock | 6,168 | $794.3K | 0.1% | −1,022−14.2% | Reduced | History |
| HSYHershey Co | COM | 4,106 | $853.6K | 0.1% | +3+0.1% | Added | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 12,195 | $855.8K | 0.1% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46139W759 | BULLETSHARES | 41,888 | $859.5K | 0.1% | +32,110+328.4% | Added | – |
| TSLATesla, Inc. | Stock | 2,404 | $893.6K | 0.1% | −172−6.7% | Reduced | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,621 | $906.7K | 0.1% | −322−6.5% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 11,789 | $914.7K | 0.1% | +230+2.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 3,207 | $920.4K | 0.1% | +7+0.2% | Added | History |
| ALLEAllegion plc | ORD SHS | 6,502 | $944.7K | 0.1% | −319−4.7% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,623 | $948.9K | 0.1% | −353−8.9% | Reduced | – |
| DHIHorton D R Inc | COM | 7,297 | $1.00M | 0.1% | −461−5.9% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 6,364 | $1.03M | 0.1% | −105−1.6% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 6,835 | $1.03M | 0.1% | −667−8.9% | Reduced | – |
| ELVElevance Health, Inc. | Stock | 3,551 | $1.04M | 0.1% | −544−13.3% | Reduced | History |
Sold out since Q4 2025 (9)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 19,515 | $640.1K | 0.1% | – |
| TAT&T Inc. | Stock | 12,209 | $303.3K | <0.1% | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 8,060 | $229.5K | <0.1% | – |
| AJGArthur J. Gallagher & Co. | COM | 843 | $218.2K | <0.1% | History |
| BROBrown & Brown, Inc. | Stock | 2,694 | $214.7K | <0.1% | History |
| Vanguard Real Estate ETF922908553 | ETF | 2,378 | $210.5K | <0.1% | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 646 | $208.7K | <0.1% | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 1,466 | $200.8K | <0.1% | – |
| BXBlackstone Inc. | COM | 1,298 | $200.1K | <0.1% | History |