CIK: 0001642570
Total reported value
$870.8M
Reporting period: 2026-03-31 · Number of holdings: 205
River Wealth Advisors LLC disclosed 205 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $870.8M and a quarterly turnover rate of 13.2%.
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River Wealth Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.020 — mathematically equivalent to about 49 equally-sized positions, well below its 205 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.78), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 68% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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Trim MSFT
+3.9% -$8.0M
Add VEU
+31.8% $6.3M
Add IEMG
+43.9% $4.8M
Trim IVV
-8.5% -$4.5M
Trim GOOGL
-4.6% -$4.1M
Add IWR
+4.6% $2.4M
Showing top 200 holdings (of 205 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 5.38% | -0.29% | -0.77% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.03% | +0.39% | +4.64% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.36% | -0.17% | +0.46% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.82% | +3.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | -0.42% | -8.53% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | -0.39% | -4.59% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.83% | +0.78% | +31.78% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.76% | -0.27% | -11.81% | |
| 9 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.74% | -0.14% | -11.90% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.49% | +0.14% | +0.79% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.36% | -0.02% | -3.78% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | -0.15% | +0.19% | |
| 13 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.10% | -0.13% | +1.93% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | -0.22% | +1.17% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.74% | -0.29% | +13.09% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.68% | +0.58% | +43.92% | |
| 17 | TMUS | T-mobile US INC | Stock-Comm Services | 1.65% | +0.15% | +3.55% | |
| 18 | COR | Cencora INC | Stock-Healthcare | 1.53% | -0.13% | -3.19% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.53% | +0.22% | +2.08% | |
| 20 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.52% | +0.27% | +14.39% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.48% | -0.12% | +1.67% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.41% | +0.12% | +2.55% | |
| 23 | MRK | Merck & Co. INC. | Stock-Healthcare | 1.29% | +0.18% | -0.79% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | -0.26% | -4.82% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 1.23% | +0.19% | -6.82% | |
| 26 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.17% | -0.17% | +10.10% | |
| 27 | PEP | Pepsico INC | Stock-Consumer Staples | 1.09% | +0.10% | -0.56% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.03% | +0.14% | +21.30% | |
| 29 | BLK | Blackrock INC | Stock-Financials | 0.97% | — | +6.11% | |
| 30 | WMT | Walmart INC | Stock-Consumer Staples | 0.92% | +0.13% | +1.16% | |
| 31 | WM | Waste Management INC | Stock-Industrials | 0.88% | +0.13% | +9.34% | |
| 32 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 0.87% | — | +10.19% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.82% | +0.14% | -2.78% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | +0.11% | -2.74% | |
| 35 | CAT | Caterpillar INC | Stock-Industrials | 0.77% | +0.28% | +23.91% | |
| 36 | NOW | Servicenow INC | Stock-Tech | 0.74% | -0.05% | +33.55% | |
| 37 | CRM | Salesforce INC | Stock-Tech | 0.70% | -0.29% | -1.26% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | -0.07% | -2.26% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.69% | — | -18.28% | |
| 40 | TT | Trane Technologies plc | Stock-Industrials | 0.68% | — | -1.07% | |
| 41 | MA | Mastercard INC - A | Stock-Financials | 0.62% | -0.09% | -2.26% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | +0.14% | -9.74% | |
| 43 | FCX | Freeport-mcmoran INC | Stock-Materials | 0.60% | +0.08% | -2.37% | |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.60% | — | -4.59% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.19% | -1.79% | |
| 46 | CEG | Constellation Energy | Stock-Utilities | 0.57% | -0.13% | +1.23% | |
| 47 | CSL | Carlisle Cos INC | Stock-Industrials | 0.57% | — | -6.64% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.56% | NEW | |
| 49 | TRGP | Targa Resources CORP | Stock-Energy | 0.56% | — | -25.56% | |
| 50 | AMGN | Amgen INC | Stock-Healthcare | 0.53% | — | -3.21% |
Performance for Q3 2026
+2.3%
Performance Last 4 Quarters
+19.2%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 205 | $870.8M | 13 | |
| 2025-12-31 | 208 | $891.7M | 11 | |
| 2025-09-30 | 203 | $855.3M | 34 | |
| 2025-06-30 | 202 | $804.5M | 0 | |
| 2025-03-31 | 197 | $719.5M | 100 | |
| 2024-12-31 | 207 | $754.4M | 0 | |
| 2024-09-30 | 209 | $750.2M | 0 | |
| 2024-06-30 | 193 | $697.2M | 0 | |
| 2024-03-31 | 209 | $687.9M | 0 | |
| 2023-12-31 | 208 | $626.2M | 0 | |
| 2023-09-30 | 200 | $559.0M | 0 | |
| 2023-06-30 | 211 | $589.4M | 0 | |
| 2023-03-31 | 207 | $549.6M | 0 | |
| 2022-12-31 | 207 | $519.1M | 0 | |
| 2022-09-30 | 197 | $464.0M | 0 | |
| 2022-06-30 | 212 | $542.7M | 0 | |
| 2022-03-31 | 221 | $626.3M | 0 | |
| 2021-12-31 | 222 | $645.0M | 0 | |
| 2021-09-30 | 216 | $583.8M | 0 | |
| 2021-06-30 | 213 | $571.6M | 100 | |
| 2021-03-31 | 209 | $532.9M | 16 | |
| 2020-12-31 | 203 | $462.6M | 21 | |
| 2020-09-30 | 199 | $383.2M | 20 | |
| 2020-06-30 | 181 | $329.3M | 29 | |
| 2020-03-31 | 158 | $250.4M | 40 | |
| 2019-12-31 | 164 | $295.8M | 17 | |
| 2019-09-30 | 159 | $264.7M | 8 | |
| 2019-06-30 | 160 | $256.3M | 10 | |
| 2019-03-31 | 153 | $238.8M | 19 | |
| 2018-12-31 | 568 | $224.9M | 22 | |
| 2018-09-30 | 597 | $271.3M | 10 | |
| 2018-06-30 | 590 | $257.1M | 17 | |
| 2018-03-31 | 161 | $237.2M | 9 | |
| 2017-12-31 | 163 | $240.5M | 13 | |
| 2017-09-30 | 155 | $221.1M | 10 | |
| 2017-06-30 | 158 | $214.8M | 11 | |
| 2017-03-31 | 153 | $206.1M | 15 | |
| 2016-12-31 | 151 | $197.6M | 17 | |
| 2016-09-30 | 148 | $180.9M | 12 | |
| 2016-06-30 | 151 | $174.2M | 11 | |
| 2016-03-31 | 146 | $167.4M | 15 | |
| 2015-12-31 | 142 | $157.9M | 20 | |
| 2015-09-30 | 136 | $145.6M | 14 | |
| 2015-06-30 | 137 | $157.3M | 14 | |
| 2015-03-31 | 142 | $161.6M | — |
River Wealth Advisors LLC's most significant position changes for 2026-03-31: New buy: Invesco S&p 500 Equal Weight (RSP); Sold out: Schwab 1000 Index ETF (SCHK); Add: Microsoft CORP (MSFT) — shares +3.91%; Add: Vanguard Ftse All-world Ex-u (VEU) — shares +31.78%; Add: Ishares Core Msci Emerging (IEMG) — shares +43.92%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.8% | +31.78% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.6% | +43.92% | Add |
| 3 | IWR | Ishares Russell Mid-cap ETF | +0.4% | +4.64% | Add |
| 4 | CAT | Caterpillar INC | +0.3% | +23.91% | Add |
| 5 | TJX | Tjx Companies INC | +0.3% | +14.39% | Add |
| 6 | ETN | Eaton Corporation plc | +0.2% | +2.08% | Add |
| 7 | LRCX | Lam Research CORP | +0.2% | -6.82% | Trim |
| 8 | MRK | Merck & Co. INC. | +0.2% | -0.79% | Trim |
| 9 | TMUS | T-mobile US INC | +0.2% | +3.55% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | -9.74% | Trim |
| 11 | DE | Deere & Co | +0.1% | -2.78% | Trim |
| 12 | SYK | Stryker CORP | +0.1% | +21.30% | Add |
| 13 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +0.79% | Add |
| 14 | WM | Waste Management INC | +0.1% | +9.34% | Add |
| 15 | WMT | Walmart INC | +0.1% | +1.16% | Add |
| 16 | CB | Chubb Limited | +0.1% | +2.55% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | -2.74% | Trim |
| 18 | PEP | Pepsico INC | +0.1% | -0.56% | Trim |
| 19 | BSCY | Invesco Bulletshares 2034 Cb | +0.1% | +107.07% | Add |
| 20 | BSCZ | Invesco Bulletshares 2035 Cb | +0.1% | +328.39% | Add |
| 21 | DLR | Digital Realty Trust INC | +0.1% | +2.25% | Add |
| 22 | CCJ | Cameco CORP | +0.1% | -2.44% | Trim |
| 23 | FCX | Freeport-mcmoran INC | +0.1% | -2.37% | Trim |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | -3.78% | Trim |
| 25 | NOW | Servicenow INC | -0.1% | +33.55% | Add |
| 26 | GOOG | Alphabet Inc-cl C | -0.1% | -2.26% | Trim |
| 27 | MA | Mastercard INC - A | -0.1% | -2.26% | Trim |
| 28 | TTEK | Tetra Tech INC | -0.1% | -8.60% | Trim |
| 29 | BSCQ | Invesco Bulletshares 2026 Cb | -0.1% | -45.72% | Trim |
| 30 | BAC | Bank Of America CORP | -0.1% | +1.67% | Add |
| 31 | AMZN | Amazon.com INC | -0.1% | +1.93% | Add |
| 32 | COR | Cencora INC | -0.1% | -3.19% | Trim |
| 33 | COF | Capital One Financial CORP | -0.1% | -4.45% | Trim |
| 34 | CEG | Constellation Energy | -0.1% | +1.23% | Add |
| 35 | XSMO | Invesco S&p Smallcap Momentu | -0.1% | -11.90% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | +0.19% | Add |
| 37 | NVDA | Nvidia CORP | -0.2% | +0.46% | Add |
| 38 | TTWO | Take-two Interactive Softwre | -0.2% | +10.10% | Add |
| 39 | ORCL | Oracle CORP | -0.2% | -1.79% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.2% | +1.17% | Add |
| 41 | LLY | Eli Lilly & Co | -0.3% | -4.82% | Trim |
| 42 | SMLF | Ishares US Smallcap Equity F | -0.3% | -11.81% | Trim |
| 43 | AAPL | Apple INC | -0.3% | -0.77% | Trim |
| 44 | ACN | Accenture plc | -0.3% | +13.09% | Add |
| 45 | CRM | Salesforce INC | -0.3% | -1.26% | Trim |
| 46 | GOOGL | Alphabet Inc-cl A | -0.4% | -4.59% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.4% | -8.53% | Trim |
| 48 | MSFT | Microsoft CORP | -0.8% | +3.91% | Add |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 50 | SCHK | Schwab 1000 Index ETF | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-11 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-10 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-11 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-06 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-11 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-11 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-05 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-29 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-30 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-07 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-09 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-02 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-28 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-17 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-02 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-27 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-19 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-26 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
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