RW
River Wealth Advisors LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
River Wealth Advisors LLCCIK: 0001642570
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$955.7M
Reporting period: 2026-06-30 · Number of holdings: 217
River Wealth Advisors LLC disclosed 217 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $955.7M and a quarterly turnover rate of 21.2%.
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Personality snowflake
- Concentration
- 8.87
- Portfolio Stability
- 21.19
- Momentum
- 100
- Sector conviction
- 50.31
- Diversification
- 100
- Sizing Uniformity
- 80.43
River Wealth Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.022 — mathematically equivalent to about 45 equally-sized positions, well below its 217 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 1.96), 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 65% 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.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim ACN
-97.4% -$14.9M
Trim TMUS
-88.9% -$13.1M
Add LRCX
+9.6% $13.1M
Trim CMG
-89.3% -$6.7M
Sold out CRM
Add GOOGL
+2.6% $8.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.70% | +0.32% | +2.08% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.35% | +0.32% | +3.04% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.70% | +0.34% | +2.99% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.91% | +0.55% | +2.55% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.70% | +0.14% | -0.50% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.44% | -0.14% | +4.45% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.04% | +0.21% | +5.77% | |
| 8 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 3.03% | +0.29% | -1.60% | |
| 9 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.94% | +0.18% | -0.81% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.69% | +0.20% | +0.71% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.54% | +0.18% | -2.84% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 2.50% | +1.27% | +9.56% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.38% | +0.04% | +0.65% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.31% | +0.21% | +5.35% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | +0.26% | +7.16% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | +0.08% | +0.67% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.66% | +0.13% | +0.05% | |
| 18 | BAC | Bank Of America CORP | Stock-Financials | 1.58% | +0.10% | +0.46% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.49% | +0.22% | -1.45% | |
| 20 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.39% | +0.22% | +3.08% | |
| 21 | CB | Chubb Limited | Stock-Financials | 1.34% | -0.07% | -0.19% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.34% | -0.18% | +1.72% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | -0.01% | +2.16% | |
| 24 | COR | Cencora Inc | Stock-Healthcare | 1.25% | -0.28% | -1.00% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 1.09% | +0.32% | +3.03% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | -0.06% | +7.50% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.89% | -0.08% | +0.90% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.21% | +1.80% | |
| 29 | DE | Deere & Co | Stock-Industrials | 0.82% | — | -1.89% | |
| 30 | WM | Waste Management Inc | Stock-Industrials | 0.78% | -0.10% | +0.92% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.14% | +2.72% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.07% | -1.70% | |
| 33 | TT | Trane Technologies plc | Stock-Industrials | 0.72% | +0.04% | -1.68% | |
| 34 | NOW | Servicenow Inc | Stock-Tech | 0.67% | -0.07% | +4.17% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.13% | -1.92% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.49% | +270.91% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.62% | +0.06% | +9.20% | |
| 38 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.58% | -0.02% | -1.24% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.57% | -0.05% | -2.79% | |
| 40 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.55% | -0.02% | -2.95% | |
| 41 | TRGP | Targa Resources CORP | Stock-Energy | 0.55% | -0.01% | +0.26% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.06% | -2.50% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.18% | +1.28% | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.04% | -0.63% | |
| 45 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.49% | -0.11% | -9.04% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.49% | +0.07% | -0.28% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.48% | +0.01% | -1.92% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.14% | +4.32% | |
| 49 | CEG | Constellation Energy | Stock-Utilities | 0.45% | -0.12% | -2.58% | |
| 50 | CCJ | Cameco CORP | Stock-Energy | 0.45% | -0.08% | -1.68% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+4.1%
Performance Last 4 Quarters
+18.7%
- Stdev
- +12%
- Beta
- +0.88
- Alpha
- -1.3%
- Max Drawdown
- -9.6%
- Annualized Perf
- +16.9%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.58
- Stutzer
- +0.4
- Treynor
- +0.19
- Sterling
- +1.04
- Calmar
- +1.77
- Information Ratio
- -0.93
- Tracking Error
- +3.9%
- Stdev Down
- +6.4%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +31.8%
- Worst 12 Months
- +3.1%
- Efficiency Ratio
- +0.54
- Sharpe
- +1.37
- Stdev Sectors
- +8.4%
- Skewness
- -0.14
- Kurtosis
- -0.2
- Upside Potential
- +4.16
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 217 | $955.7M | 21 | ||
| 2026 Q1 | 205 | $870.8M | 13 | ||
| 2025 Q4 | 208 | $891.7M | 11 | ||
| 2025 Q3 | 203 | $855.3M | 34 | ||
| 2025 Q2 | 202 | $804.5M | 0 | ||
| 2025 Q1 | 197 | $719.5M | 100 | ||
| 2024 Q4 | 207 | $754.4M | 0 | ||
| 2024 Q3 | 209 | $750.2M | 0 | ||
| 2024 Q2 | 193 | $697.2M | 0 | ||
| 2024 Q1 | 209 | $687.9M | 0 | ||
| 2023 Q4 | 208 | $626.2M | 0 | ||
| 2023 Q3 | 200 | $559.0M | 0 | ||
| 2023 Q2 | 211 | $589.4M | 0 | ||
| 2023 Q1 | 207 | $549.6M | 0 | ||
| 2022 Q4 | 207 | $519.1M | 0 | ||
| 2022 Q3 | 197 | $464.0M | 0 | ||
| 2022 Q2 | 212 | $542.7M | 0 | ||
| 2022 Q1 | 221 | $626.3M | 0 | ||
| 2021 Q4 | 222 | $645.0M | 0 | ||
| 2021 Q3 | 216 | $583.8M | 0 | ||
| 2021 Q2 | 213 | $571.6M | 100 | ||
| 2021 Q1 | 209 | $532.9M | 16 | ||
| 2020 Q4 | 203 | $462.6M | 21 | ||
| 2020 Q3 | 199 | $383.2M | 20 | ||
| 2020 Q2 | 181 | $329.3M | 29 | ||
| 2020 Q1 | 158 | $250.4M | 40 | ||
| 2019 Q4 | 164 | $295.8M | 17 | ||
| 2019 Q3 | 159 | $264.7M | 8 | ||
| 2019 Q2 | 160 | $256.3M | 10 | ||
| 2019 Q1 | 153 | $238.8M | 19 | ||
| 2018 Q4 | 568 | $224.9M | 22 | ||
| 2018 Q3 | 597 | $271.3M | 10 | ||
| 2018 Q2 | 590 | $257.1M | 17 | ||
| 2018 Q1 | 161 | $237.2M | 9 | ||
| 2017 Q4 | 163 | $240.5M | 13 | ||
| 2017 Q3 | 155 | $221.1M | 10 | ||
| 2017 Q2 | 158 | $214.8M | 11 | ||
| 2017 Q1 | 153 | $206.1M | 15 | ||
| 2016 Q4 | 151 | $197.6M | 17 | ||
| 2016 Q3 | 148 | $180.9M | 12 | ||
| 2016 Q2 | 151 | $174.2M | 11 | ||
| 2016 Q1 | 146 | $167.4M | 15 | ||
| 2015 Q4 | 142 | $157.9M | 20 | ||
| 2015 Q3 | 136 | $145.6M | 14 | ||
| 2015 Q2 | 137 | $157.3M | 14 | ||
| 2015 Q1 | 142 | $161.6M | — |
Holding changes this quarter
River Wealth Advisors LLC's most significant position changes for 2026-06-30: Sold out: Salesforce Inc (CRM); New buy: Marvell Technology Inc (MRVL); New buy: Palo Alto Networks Inc (PANW); Sold out: Honeywell International Inc (HON); New buy: Mccormick & Co-non Vtg Shrs (MKC).
Showing top 200 changes by size (of 222 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.3% | +9.56% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +2.55% | Add |
| 3 | AVGO | Broadcom Inc | +0.5% | +270.91% | Add |
| 4 | NVDA | Nvidia CORP | +0.3% | +2.99% | Add |
| 5 | MRVL | Marvell Technology Inc | +0.3% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.3% | +2.08% | Add |
| 7 | IWR | Ishares Russell Mid-cap ETF | +0.3% | +3.04% | Add |
| 8 | CAT | Caterpillar Inc | +0.3% | +3.03% | Add |
| 9 | XSMO | Invesco S&p Smallcap Momentu | +0.3% | -1.60% | Trim |
| 10 | PANW | Palo Alto Networks Inc | +0.3% | NEW | New buy |
| 11 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.16% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +131.33% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | -1.45% | Trim |
| 14 | TTWO | Take-two Interactive Softwre | +0.2% | +3.08% | Add |
| 15 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +5.77% | Add |
| 16 | AMZN | Amazon.com Inc | +0.2% | +5.35% | Add |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | +0.2% | +0.71% | Add |
| 18 | SMLF | Ishares US Smallcap Equity F | +0.2% | -0.81% | Trim |
| 19 | IWM | Ishares Russell 2000 ETF | +0.2% | -2.84% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.50% | Trim |
| 21 | ETN | Eaton Corporation plc | +0.1% | +0.05% | Add |
| 22 | BAC | Bank Of America CORP | +0.1% | +0.46% | Add |
| 23 | V | Visa Inc-class A Shares | +0.1% | +0.67% | Add |
| 24 | AMAT | Applied Materials Inc | +0.1% | +6.29% | Add |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | NEW | New buy |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -1.70% | Trim |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.28% | Trim |
| 28 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +9.20% | Add |
| 29 | ✓ | +0.1% | NEW | New buy | |
| 30 | ✓ | +0.1% | NEW | New buy | |
| 31 | ROM | Proshares Ultra Technology | +0.1% | — | Unchanged |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +0.65% | Add |
| 33 | TT | Trane Technologies plc | 0% | -1.68% | Trim |
| 34 | MCD | Mcdonald's CORP | 0% | +146.81% | Add |
| 35 | INTC | Intel CORP | 0% | NEW | New buy |
| 36 | MU | Micron Technology Inc | 0% | NEW | New buy |
| 37 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 38 | NFLX | Netflix Inc | 0% | +108.23% | Add |
| 39 | KRNY | Kearny Financial Corp/md | 0% | — | Unchanged |
| 40 | ARW | Arrow Electronics Inc | 0% | — | Unchanged |
| 41 | AMD | Advanced Micro Devices | 0% | NEW | New buy |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 43 | GE | General Electric | 0% | NEW | New buy |
| 44 | DAL | Delta Air Lines Inc | 0% | NEW | New buy |
| 45 | CHRW | C.h. Robinson Worldwide Inc | 0% | +89.55% | Add |
| 46 | VXF | Vanguard Extended Market ETF | 0% | -2.34% | Trim |
| 47 | PHM | Pultegroup Inc | 0% | -0.46% | Trim |
| 48 | GS | Goldman Sachs Group Inc | 0% | -2.17% | Trim |
| 49 | VBK | Vanguard Small-cap Grwth ETF | 0% | -2.45% | Trim |
| 50 | XLK | Ss Technology Select Sector | 0% | -10.85% | Trim |
1–50 of 200
Filing History
FAQ
What is River Wealth Advisors LLC and what type of investor is it?
River Wealth Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $955.7M, spread across 217 disclosed positions.
What are River Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, River Wealth Advisors LLC's top holdings by market value are:
1. Apple Inc (AAPL) — $54.5M (5.7%)
2. Ishares Russell Mid-cap ETF (IWR) — $51.2M (5.3%)
3. Nvidia CORP (NVDA) — $44.9M (4.7%)
4. Alphabet Inc-cl A (GOOGL) — $37.3M (3.9%)
5. Ishares Core S&p 500 ETF (IVV) — $35.4M (3.7%)
What changes did River Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, River Wealth Advisors LLC made 178 notable position adjustments: 17 new positions were initiated, 52 existing holdings were added to, 104 positions were partially reduced, and 5 were completely exited. The largest of these moves: Sold out: Salesforce Inc (CRM); New buy: Marvell Technology Inc (MRVL); New buy: Palo Alto Networks Inc (PANW); Sold out: Honeywell International Inc (HON); New buy: Mccormick & Co-non Vtg Shrs (MKC)
What sectors does River Wealth Advisors LLC focus on?
River Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 30.9%
• Financials: 16.3%
• Industrials: 11.9%
• Health Care: 10.7%
• Communication Services: 10.1%
• Consumer Discretionary: 7.8%
Investment Profile
River Wealth Advisors LLC returned an annualized 16.9% over the trailing 36 months — underperforming the S&P 500 by 1.3 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.88 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 30.9% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 21 over the past 4 quarters — a shift toward more active trading.
It has added to its LRCX position over the past two quarters (+$14.6M, now $23.9M), while trimming ACN over the same stretch (-$17.8M, still holding $249.8K).
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Developer Access
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