River Wealth Advisors Llc Portfolio Stock Holdings
River Wealth Advisors Llc disclosed 205 stock positions valued at approximately $870.8 million in its latest SEC 13F filing. The largest holdings include APPLE INC, ISHARES TR, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 205
- Portfolio Value
- $870.8M
Holdings by Sector
River Wealth Advisors Llc Portfolio Holdings in Q1 2026
202 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.38% | 184,513 | -1,441 | -0.77% | $46,827,463 |
| ISHARES TR | IWR | Other | 5.03% | 450,160 | +19,971 | +4.64% | $43,769,083 |
| NVIDIA CORPORATION | NVDA | Technology | 4.36% | 217,779 | +996 | +0.46% | $37,980,622 |
| MICROSOFT CORP | MSFT | Technology | 3.58% | 84,305 | +3,172 | +3.91% | $31,207,003 |
| ISHARES TR | IVV | Other | 3.56% | 47,449 | -4,425 | -8.53% | $30,994,179 |
| ALPHABET INC | GOOGL | Communication Services | 3.36% | 101,872 | -4,897 | -4.59% | $29,294,346 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.83% | 327,769 | +79,047 | +31.78% | $24,615,455 |
| ISHARES TR | SMLF | Other | 2.76% | 317,974 | -42,592 | -11.81% | $24,003,822 |
| INVESCO EXCHANGE TRADED FD T | XSMO | Other | 2.74% | 314,190 | -42,439 | -11.90% | $23,884,732 |
| SPDR SERIES TRUST | CWB | Other | 2.49% | 237,136 | +1,858 | +0.79% | $21,702,683 |
| ISHARES TR | IWM | Other | 2.36% | 83,013 | -3,257 | -3.78% | $20,587,118 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.34% | 69,124 | +132 | +0.19% | $20,333,399 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.10% | 88,007 | +1,670 | +1.93% | $18,329,123 |
| VISA INC | V | Financial Services | 1.86% | 53,568 | +620 | +1.17% | $16,190,439 |
| ACCENTURE PLC IRELAND | ACN | Technology | 1.74% | 76,204 | +8,819 | +13.09% | $15,110,489 |
| ISHARES INC | IEMG | Other | 1.68% | 209,199 | +63,846 | +43.92% | $14,591,613 |
| T-MOBILE US INC | TMUS | Communication Services | 1.65% | 68,214 | +2,336 | +3.55% | $14,326,969 |
| CENCORA INC | COR | Healthcare | 1.53% | 42,516 | -1,403 | -3.19% | $13,355,917 |
| EATON CORP PLC | ETN | Other | 1.53% | 37,314 | +759 | +2.08% | $13,345,969 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.52% | 82,961 | +10,438 | +14.39% | $13,248,920 |
| BANK AMERICA CORP | BAC | Financial Services | 1.48% | 263,873 | +4,323 | +1.67% | $12,863,810 |
| CHUBB LTD SWITZ | CB | Financial Services | 1.41% | 37,763 | +938 | +2.55% | $12,308,238 |
| MERCK & CO INC | MRK | Healthcare | 1.29% | 93,102 | -737 | -0.79% | $11,199,267 |
| ELI LILLY & CO | LLY | Healthcare | 1.27% | 12,056 | -610 | -4.82% | $11,088,521 |
| LAM RESEARCH CORP | LRCX | Other | 1.23% | 50,278 | -3,681 | -6.82% | $10,742,398 |
| TAKE-TWO INTERACTIVE SOFTWAR | TTWO | Communication Services | 1.17% | 51,404 | +4,714 | +10.10% | $10,152,290 |
| PEPSICO INC | PEP | Consumer Defensive | 1.09% | 60,886 | -342 | -0.56% | $9,455,041 |
| STRYKER CORPORATION | SYK | Healthcare | 1.03% | 27,302 | +4,794 | +21.30% | $8,971,025 |
| BLACKROCK INC | BLK | Other | 0.97% | 8,769 | +505 | +6.11% | $8,433,634 |
| WALMART INC | WMT | Consumer Defensive | 0.92% | 64,296 | +736 | +1.16% | $7,990,747 |
| WASTE MGMT INC DEL | WM | Industrials | 0.88% | 33,344 | +2,849 | +9.34% | $7,662,107 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.87% | 236,963 | +21,923 | +10.19% | $7,585,186 |
| DEERE & CO | DE | Industrials | 0.82% | 12,608 | -361 | -2.78% | $7,101,921 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.78% | 6,786 | -191 | -2.74% | $6,761,557 |
| CATERPILLAR INC | CAT | Industrials | 0.77% | 9,494 | +1,832 | +23.91% | $6,726,415 |
| SERVICENOW INC | NOW | Technology | 0.74% | 61,802 | +15,527 | +33.55% | $6,461,400 |
| SALESFORCE INC | CRM | Technology | 0.70% | 32,804 | -417 | -1.26% | $6,123,532 |
| ALPHABET INC | GOOG | Communication Services | 0.70% | 21,320 | -494 | -2.26% | $6,115,856 |
| CHEVRON CORPORATION | CVX | Energy | 0.69% | 28,999 | -6,488 | -18.28% | $5,999,863 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.68% | 14,246 | -154 | -1.07% | $5,936,879 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.62% | 10,844 | -251 | -2.26% | $5,418,403 |
| EXXON MOBIL CORP | XOM | Energy | 0.60% | 30,957 | -3,340 | -9.74% | $5,252,233 |
| FREEPORT MCMORAN INC | FCX | Basic Materials | 0.60% | 88,799 | -2,154 | -2.37% | $5,219,613 |
| ISHARES TR | SLQD | Other | 0.60% | 103,130 | -4,965 | -4.59% | $5,207,042 |
| ORACLE CORP | ORCL | Technology | 0.58% | 34,588 | -630 | -1.79% | $5,088,178 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.57% | 17,911 | +218 | +1.23% | $5,001,767 |
| CARLISLE COS INC | CSL | Industrials | 0.57% | 14,960 | -1,064 | -6.64% | $4,990,857 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.56% | 25,619 | +25,619 | +100.00% | $4,916,799 |
| TARGA RES CORP | TRGP | Energy | 0.56% | 19,407 | -6,664 | -25.56% | $4,865,927 |
| AMGEN INC | AMGN | Healthcare | 0.53% | 13,239 | -439 | -3.21% | $4,658,288 |
| CAMECO CORP | CCJ | Energy | 0.53% | 42,633 | -1,066 | -2.44% | $4,630,382 |
| ISHARES TR | IJH | Other | 0.47% | 61,043 | -341 | -0.56% | $4,122,243 |
| TETRA TECH INC NEW | TTEK | Industrials | 0.46% | 133,260 | -12,544 | -8.60% | $4,013,799 |
| DIGITAL RLTY TR INC | DLR | Real Estate | 0.45% | 21,932 | +482 | +2.25% | $3,952,333 |
| RTX CORPORATION | RTX | Industrials | 0.45% | 20,245 | -221 | -1.08% | $3,905,256 |
| ISHARES TR | IJJ | Other | 0.44% | 28,704 | -354 | -1.22% | $3,803,214 |
| INVESCO QQQ TR | QQQ | Other | 0.42% | 6,367 | -49 | -0.76% | $3,674,847 |
| TE CONNECTIVITY PLC | TEL | Other | 0.41% | 17,230 | -150 | -0.86% | $3,601,384 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.41% | 12,306 | -716 | -5.50% | $3,574,766 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.40% | 3,904 | -96 | -2.40% | $3,495,017 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 13,656 | -424 | -3.01% | $3,338,087 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.37% | 17,594 | -819 | -4.45% | $3,209,708 |
| PULTE GROUP INC | PHM | Consumer Cyclical | 0.37% | 27,103 | -720 | -2.59% | $3,187,584 |
| VANGUARD INDEX FDS | VXF | Other | 0.36% | 15,199 | -1,192 | -7.27% | $3,128,043 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.35% | 37,388 | +4,476 | +13.60% | $3,026,531 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.34% | 14,352 | -348 | -2.37% | $2,986,416 |
| ABBVIE INC | ABBV | Healthcare | 0.34% | 13,717 | -1,155 | -7.77% | $2,983,291 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.32% | 90,471 | -3,627 | -3.85% | $2,800,967 |
| LINDE PLC | LIN | Other | 0.31% | 5,512 | -211 | -3.69% | $2,732,630 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.31% | 3,174 | -94 | -2.88% | $2,685,088 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.30% | 11,155 | -177 | -1.56% | $2,635,802 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.27% | 7,187 | -134 | -1.83% | $2,363,883 |
| VANGUARD INDEX FDS | VBK | Other | 0.27% | 7,670 | -190 | -2.42% | $2,318,271 |
| ISHARES TR | IWB | Other | 0.26% | 6,398 | - | - | $2,281,271 |
| META PLATFORMS INC | META | Communication Services | 0.26% | 3,975 | +79 | +2.03% | $2,274,303 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.25% | 3,414 | -244 | -6.67% | $2,220,312 |
| PHILLIPS 66 | PSX | Energy | 0.25% | 11,910 | -1,603 | -11.86% | $2,169,806 |
| INVESCO EXCH TRD SLF IDX FD | BSCW | Other | 0.22% | 94,644 | +26,219 | +38.32% | $1,948,522 |
| VANGUARD INDEX FDS | VOO | Other | 0.21% | 3,130 | -258 | -7.62% | $1,870,186 |
| ISHARES TR | EEM | Other | 0.21% | 31,874 | -1,519 | -4.55% | $1,810,108 |
| INVESCO EXCH TRD SLF IDX FD | BSCX | Other | 0.20% | 83,964 | +25,848 | +44.48% | $1,775,839 |
| CONOCOPHILLIPS | COP | Energy | 0.19% | 12,700 | -3,200 | -20.13% | $1,676,366 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.19% | 3,385 | -258 | -7.08% | $1,663,830 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.19% | 9,446 | -517 | -5.19% | $1,638,458 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.18% | 3,347 | -324 | -8.83% | $1,603,656 |
| VANGUARD INDEX FDS | VUG | Other | 0.18% | 3,653 | -51 | -1.38% | $1,595,768 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.18% | 10,812 | -644 | -5.62% | $1,561,616 |
| ISHARES TR | IJK | Other | 0.17% | 15,078 | -374 | -2.42% | $1,517,149 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 0.17% | 79,090 | +4,504 | +6.04% | $1,475,851 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.17% | 71,376 | +2,146 | +3.10% | $1,457,713 |
| DANAHER CORP DEL | DHR | Healthcare | 0.16% | 7,511 | -259 | -3.33% | $1,424,043 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 0.16% | 82,160 | +7,360 | +9.84% | $1,373,642 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 0.16% | 82,865 | +4,014 | +5.09% | $1,363,958 |
| BROADCOM INC | AVGO | Technology | 0.16% | 4,403 | +81 | +1.87% | $1,362,770 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.15% | 21,834 | -980 | -4.30% | $1,337,551 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.15% | 67,950 | -27,052 | -28.48% | $1,333,520 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.15% | 9,609 | -962 | -9.10% | $1,277,076 |
| KEARNY FINL CORP MD | KRNY | Financial Services | 0.14% | 166,946 | - | - | $1,260,443 |
| HONEYWELL INTL INC | HON | Industrials | 0.14% | 5,481 | -152 | -2.70% | $1,238,956 |
| MCKESSON CORP | MCK | Healthcare | 0.14% | 1,398 | +15 | +1.08% | $1,209,774 |