River Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, River Wealth Advisors Llc disclosed 214 stock positions valued at approximately $955.73M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ISHARES TR, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 214
- Portfolio Value
- $955.73M
Holdings by Sector
River Wealth Advisors Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.70% | 188,343 | +3,830 | +2.08% | $54,498,960 |
| ISHARES TR | IWR | Other | 5.35% | 463,864 | +13,704 | +3.04% | $51,173,493 |
| NVIDIA CORPORATION | NVDA | Technology | 4.70% | 224,298 | +6,519 | +2.99% | $44,879,753 |
| ALPHABET INC | GOOGL | Communication Services | 3.91% | 104,472 | +2,600 | +2.55% | $37,335,151 |
| ISHARES TR | IVV | Other | 3.70% | 47,211 | -238 | -0.50% | $35,355,866 |
| MICROSOFT CORP | MSFT | Technology | 3.44% | 88,060 | +3,755 | +4.45% | $32,848,148 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.04% | 346,676 | +18,907 | +5.77% | $29,034,086 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 3.03% | 309,168 | -5,022 | -1.60% | $28,947,386 |
| ISHARES TR | SMLF | Other | 2.94% | 315,394 | -2,580 | -0.81% | $28,114,184 |
| SPDR SERIES TRUST | CWB | Other | 2.69% | 238,819 | +1,683 | +0.71% | $25,749,489 |
| ISHARES TR | IWM | Other | 2.54% | 80,655 | -2,358 | -2.84% | $24,232,667 |
| LAM RESEARCH CORP | LRCX | Other | 2.50% | 55,083 | +4,805 | +9.56% | $23,869,117 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.38% | 69,572 | +448 | +0.65% | $22,773,078 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.31% | 92,713 | +4,706 | +5.35% | $22,097,108 |
| ISHARES INC | IEMG | Other | 1.94% | 224,173 | +14,974 | +7.16% | $18,570,515 |
| VISA INC | V | Financial Services | 1.94% | 53,928 | +360 | +0.67% | $18,502,275 |
| EATON CORP PLC | ETN | Other | 1.66% | 37,334 | +20 | +0.05% | $15,908,718 |
| BANK OF AMER CORP | BAC | Financial Services | 1.58% | 265,098 | +1,225 | +0.46% | $15,105,273 |
| ELI LILLY & CO | LLY | Healthcare | 1.49% | 11,881 | -175 | -1.45% | $14,250,528 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 1.39% | 52,985 | +1,581 | +3.08% | $13,245,191 |
| CHUBB LIMITED | CB | Financial Services | 1.34% | 37,691 | -72 | -0.19% | $12,842,851 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.34% | 84,389 | +1,428 | +1.72% | $12,784,990 |
| MERCK & CO INC | MRK | Healthcare | 1.28% | 95,113 | +2,011 | +2.16% | $12,221,979 |
| CENCORA INC | COR | Healthcare | 1.25% | 42,089 | -427 | -1.00% | $11,910,369 |
| CATERPILLAR INC | CAT | Industrials | 1.09% | 9,782 | +288 | +3.03% | $10,417,296 |
| STRYKER CORPORATION | SYK | Healthcare | 0.97% | 29,350 | +2,048 | +7.50% | $9,240,507 |
| BLACKROCK INC | BLK | Other | 0.89% | 8,848 | +79 | +0.90% | $8,508,335 |
| PEPSICO INC | PEP | Consumer Defensive | 0.88% | 61,985 | +1,099 | +1.81% | $8,392,738 |
| DEERE & CO | DE | Industrials | 0.82% | 12,370 | -238 | -1.89% | $7,846,585 |
| WASTE MGMT INC DEL | WM | Industrials | 0.78% | 33,652 | +308 | +0.92% | $7,500,300 |
Showing 30 of 214 holdings in the latest reporting period.