River Wealth Advisors LLC Maintains Stable Investment Portfolio Position Amid Q3 Market

On June 30th, 2026, River Wealth Advisors Llc, identified by its slug river-wealth-advisors-llc, maintained a substantial portfolio valued at $867.7 million.

The investor's top holdings, as of the reporting date, include several significant positions:

• AAPL (Apple Inc.): Holds approximately 184,513 shares worth $46.8 million (AAPL).
• IWR: Holds around 450,160 shares valued at $43.8 million (IWR).
• NVDA (NVIDIA Corporation): Owns about 217,779 shares totaling $38.0 million in value (NVDA).
• MSFT (Microsoft Corp): Holds roughly 84,305 shares worth $31.2 million (MSFT).
• GOOGL (Alphabet Inc): Owns approximately 101,872 shares valued at $29.3 million (GOOGL).
• VEU: Holds about 327,769 shares worth $24.6 million (VEU).
• SMLF: Owns roughly 318,000 shares valued at $24.0 million (SMLF).
• XSMO: Holds approximately 314,190 shares worth $23.9 million (XSMO).
• CWB (SPDR Series Trust): Owns about 237,136 shares valued at $21.7 million (CWB).

Analysis of the portfolio's holdings from the prior period reveals that River Wealth Advisors Llc did not alter any positions during this quarter.

• All listed stocks show a "change_in_shares_from_prior_period" value of zero, indicating no adjustments to share counts.
• The corresponding "change_percent_from_prior_period" is also null for all holdings, confirming stability in the portfolio's composition.

Despite this lack of movement among top individual stocks, a review of sector allocations shows that Technology remains a dominant part of River Wealth Advisors' strategy at approximately 17.8% allocation (AAPL, MSFT).

Communication Services also holds a significant weight with Alphabet Inc (GOOGL) contributing to its 3.36% allocation, alongside other sectors like Financial Services and Healthcare maintaining substantial portions of the portfolio.

The overall holding count stands at 202 positions as of June 30th, reflecting diversification across various asset classes including exchange-traded funds (ETFs) such as IWR, IVV, VEU, SMLF, XSMO, and CWB.

Notably, the Technology sector allocation remains unchanged at approximately $154.6 million in value ($867.7M total portfolio), while Communication Services saw its allocation increase slightly to about $63.6 million.

In conclusion, River Wealth Advisors Llc's investment profile remained static during this reporting period, with no major share increases or decreases observed across their significant holdings and sector allocations (river-wealth-advisors-llc).