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CIK: 0001642570
Total reported value
$955.7M
$955.7M
202 檔
19.2%
As reported in its official Q2 2025 Form 13F filing, River Wealth Advisors LLC's tracked investment portfolio stood at $955.7M with 202 total positions.
During Q2 2025, River Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, IWR) accounted for 19.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.05% | -0.14% | +2.58% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.78% | +0.32% | +5.78% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.61% | +0.32% | +3.05% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.40% | +0.34% | +3.78% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.93% | +0.14% | +1.56% | |
| 6 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.78% | +0.18% | — | |
| 7 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.74% | +0.29% | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.42% | +0.04% | +1.79% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.55% | +4.38% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.37% | +0.20% | +2.78% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.34% | +0.18% | -63.70% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.25% | +0.08% | +1.96% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.21% | +5.40% | |
| 14 | ACN | Accenture plc | Stock-Tech | 2.10% | -1.71% | +7.50% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.05% | +0.21% | -1.76% | |
| 16 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.84% | -1.52% | +7.16% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.50% | -0.28% | +6.37% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.46% | +0.13% | +3.55% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.36% | +0.10% | +6.23% | |
| 20 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.27% | +0.22% | +4.96% | |
| 21 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 1.21% | -0.78% | +9.15% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.17% | -0.07% | +8.08% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.14% | -0.70% | EXIT | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.08% | +0.22% | +11.53% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.04% | -0.18% | -1.36% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.04% | +0.26% | +1.63% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.06% | +3.89% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.97% | -0.06% | -0.41% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | -0.13% | +2.56% | |
| 30 | BLK | Blackrock Inc | Stock-Financials | 0.89% | -0.08% | +10.41% | |
| 31 | TT | Trane Technologies plc | Stock-Industrials | 0.84% | +0.04% | -1.35% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.21% | +1.93% | |
| 33 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.80% | -0.02% | -2.02% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.05% | -0.68% | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 0.78% | -0.07% | — | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.77% | — | +8.09% | |
| 37 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.76% | -0.11% | -11.81% | |
| 38 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.73% | — | — | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.72% | -0.10% | +6.06% | |
| 40 | LRCX | Lam Research CORP | Stock-Tech | 0.70% | +1.27% | -3.79% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | -0.01% | +21.88% | |
| 42 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.64% | -0.11% | +11.48% | |
| 43 | CEG | Constellation Energy | Stock-Utilities | 0.64% | -0.12% | +4.93% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.18% | -1.69% | |
| 45 | TRGP | Targa Resources CORP | Stock-Energy | 0.62% | -0.01% | -4.18% | |
| 46 | ELV | Elevance Health Inc | Stock-Healthcare | 0.58% | +0.02% | -3.05% | |
| 47 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.55% | -0.04% | -2.88% | |
| 48 | COF | Capital One Financial CORP | Stock-Financials | 0.52% | -0.01% | +27.88% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.52% | +0.01% | -1.25% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | -0.04% | -1.50% |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 202 disclosed positions in Q2 2025.
During Q2 2025, River Wealth Advisors LLC's top holdings by market value included MSFT (5.0%)、AAPL (4.8%)、IWR (4.6%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q2 2025, River Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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