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CIK: 0001642570
Total reported value
$955.7M
$955.7M
203 檔
21.5%
At the close of Q3 2025, River Wealth Advisors LLC disclosed equity holdings valued at approximately $955.7M, spread across 203 reported holdings.
In Q3 2025, River Wealth Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.54% | +0.32% | -0.85% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.14% | +0.21% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.78% | +0.34% | -2.16% | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.65% | +0.32% | +2.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +0.14% | +1.51% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.14% | +0.55% | +0.45% | |
| 7 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.98% | +0.18% | +4.47% | |
| 8 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.90% | +0.29% | +4.05% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | +0.04% | +0.56% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.48% | +0.20% | +1.37% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.45% | +0.18% | -0.54% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.13% | +0.21% | +2.85% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.07% | +0.21% | +1.08% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.05% | +0.08% | +0.92% | |
| 15 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.80% | -1.52% | +3.32% | |
| 16 | ACN | Accenture plc | Stock-Tech | 1.73% | -1.71% | +6.12% | |
| 17 | COR | Cencora Inc | Stock-Healthcare | 1.57% | -0.28% | +6.38% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.45% | +0.13% | +0.67% | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 1.42% | +0.10% | +2.30% | |
| 20 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.30% | +0.22% | +2.62% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.18% | -0.06% | -0.58% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.13% | -0.07% | +5.03% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.13% | -0.18% | -1.93% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.10% | +0.22% | +10.93% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.09% | +0.26% | +1.12% | |
| 26 | BLK | Blackrock Inc | Stock-Financials | 0.98% | -0.08% | +5.37% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 0.91% | -0.70% | EXIT | |
| 28 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | +1.27% | -0.29% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.21% | +2.64% | |
| 30 | SYK | Stryker CORP | Stock-Healthcare | 0.85% | -0.06% | -0.52% | |
| 31 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.83% | -0.78% | +4.83% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.80% | -0.01% | +24.09% | |
| 33 | NOW | Servicenow Inc | Stock-Tech | 0.80% | -0.07% | +22.23% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.13% | -0.56% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 0.75% | +0.04% | -1.11% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.74% | -0.05% | -1.39% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.71% | -0.10% | +8.09% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.69% | — | +6.59% | |
| 39 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.69% | -0.11% | -4.31% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.14% | +268.41% | |
| 41 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.65% | -0.02% | -1.88% | |
| 42 | CEG | Constellation Energy | Stock-Utilities | 0.64% | -0.12% | +3.70% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.18% | -3.66% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.07% | -1.21% | |
| 45 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.58% | -0.11% | +3.72% | |
| 46 | TRGP | Targa Resources CORP | Stock-Energy | 0.54% | -0.01% | -4.45% | |
| 47 | TEL | TE Connectivity plc | Stock-Tech | 0.50% | -0.05% | -1.68% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.01% | -1.31% | |
| 49 | COF | Capital One Financial CORP | Stock-Financials | 0.49% | -0.01% | -0.91% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.48% | -0.04% | -4.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -2.16% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | +0.45% | Add |
| 3 | MSFT | Microsoft CORP | +0.8% | +0.21% | Add |
| 4 | WMT | Walmart Inc | +0.6% | +268.41% | Add |
| 5 | ORCL | Oracle CORP | +0.5% | -0.58% | Add |
| 6 | LRCX | Lam Research CORP | +0.3% | -0.29% | Trim |
| 7 | CCJ | Cameco CORP | +0.3% | +22.33% | Add |
| 8 | ETN | Eaton Corporation plc | +0.3% | +0.67% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | +0.56% | Add |
| 10 | CEG | Constellation Energy | +0.2% | +3.70% | Add |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | +32.80% | Add |
| 12 | PEG | Public Service Enterprise Gp | +0.2% | +32.49% | Add |
| 13 | BLK | Blackrock Inc | +0.2% | +5.37% | Add |
| 14 | BAC | Bank Of America CORP | +0.2% | +2.30% | Add |
| 15 | TTWO | Take-two Interactive Softwre | +0.2% | +2.62% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.51% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -1.21% | Trim |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +24.09% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | +2.85% | Add |
| 20 | COF | Capital One Financial CORP | +0.1% | -0.91% | Add |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +4.19% | Add |
| 22 | COR | Cencora Inc | +0.1% | +6.38% | Add |
| 23 | TEL | TE Connectivity plc | +0.1% | -1.68% | Trim |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +1.37% | Add |
| 25 | CAT | Caterpillar Inc | +0.1% | — | Add |
| 26 | AAPL | Apple Inc | +0.1% | -0.85% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | +0.1% | +1.12% | Add |
| 28 | TTEK | Tetra Tech Inc | +0.1% | +3.72% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.04% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +18.57% | Add |
| 31 | IWR | Ishares Russell Mid-cap ETF | 0% | +2.14% | Add |
| 32 | TT | Trane Technologies plc | 0% | -1.11% | Trim |
| 33 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.08% | Trim |
| 34 | TJX | Tjx Companies Inc | 0% | -1.93% | Trim |
| 35 | LLY | Eli Lilly & Co | 0% | +10.93% | Add |
| 36 | FDX | Fedex CORP | -0.2% | -55.50% | Trim |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.2% | -1.96% | Trim |
| 38 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.3% | -4.31% | Trim |
| 39 | TRGP | Targa Resources CORP | -0.3% | -4.45% | Trim |
| 40 | VBK | Vanguard Small-cap Grwth ETF | -0.5% | -1.08% | Trim |
| 41 | ACN | Accenture plc | -0.6% | +6.12% | Add |
| 42 | ELV | Elevance Health Inc | -0.6% | -59.54% | Trim |
| 43 | CRM | Salesforce Inc | -0.8% | -2.05% | Trim |
| 44 | UNH | Unitedhealth Group Inc | -0.8% | -84.39% | Trim |
| 45 | DHI | Dr Horton Inc | -0.9% | -5.67% | Trim |
| 46 | IWM | Ishares Russell 2000 ETF | -4.2% | -0.54% | Trim |
| 47 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 48 | XSMO | Invesco S&p Smallcap Momentu | — | NEW | New buy |
| 49 | NOW | Servicenow Inc | — | NEW | New buy |
| 50 | STZ | Constellation Brands Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 203 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 21.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SMLF
市值: $25.5M
Top Position Liquidated / Trimmed
STZ
前期市值: $3.5M
During Q3 2025, River Wealth Advisors LLC's top holdings by market value included AAPL (5.5%)、MSFT (5.0%)、NVDA (4.8%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q3 2025, River Wealth Advisors LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 16 holdings, and fully liquidating 1 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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