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CIK: 0001642570
Total reported value
$955.7M
$955.7M
208 檔
21.7%
As reported in its official Q4 2025 Form 13F filing, River Wealth Advisors LLC's tracked investment portfolio stood at $955.7M with 208 total positions.
In Q4 2025, River Wealth Advisors LLC displayed an active expansion posture, initiating 2 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.67% | +0.32% | -0.03% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 4.64% | +0.32% | +4.53% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | +0.34% | -1.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.40% | -0.14% | -0.95% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.98% | +0.14% | +0.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.75% | +0.55% | -3.39% | |
| 7 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 3.03% | +0.18% | +5.01% | |
| 8 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.88% | +0.29% | +5.83% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.49% | +0.04% | +2.01% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.38% | +0.18% | -0.48% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.35% | +0.20% | +0.48% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.23% | +0.21% | +4.19% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 2.08% | +0.08% | +3.07% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.05% | +0.21% | +0.50% | |
| 15 | ACN | Accenture plc | Stock-Tech | 2.03% | -1.71% | +12.51% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.66% | -0.28% | +2.36% | |
| 17 | BAC | Bank Of America CORP | Stock-Financials | 1.60% | +0.10% | +9.93% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.22% | +2.84% | |
| 19 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.50% | -1.52% | +2.45% | |
| 20 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.34% | +0.22% | +8.35% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 1.31% | +0.13% | +10.29% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.29% | -0.07% | +7.63% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.25% | -0.18% | +8.65% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.11% | -0.01% | +14.54% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.10% | +0.26% | +3.12% | |
| 26 | LRCX | Lam Research CORP | Stock-Tech | 1.04% | +1.27% | -6.52% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.99% | -0.08% | +14.70% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 0.99% | -0.70% | EXIT | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.21% | +18.28% | |
| 30 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.89% | -0.78% | +18.60% | |
| 31 | SYK | Stryker CORP | Stock-Healthcare | 0.89% | -0.06% | +14.56% | |
| 32 | NOW | Servicenow Inc | Stock-Tech | 0.79% | -0.07% | +523.06% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.14% | +14.29% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.06% | -1.58% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.07% | +3.68% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.75% | -0.10% | +11.44% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.71% | -0.05% | -0.69% | |
| 38 | CEG | Constellation Energy | Stock-Utilities | 0.70% | -0.12% | +7.17% | |
| 39 | DE | Deere & Co | Stock-Industrials | 0.68% | — | +0.36% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.13% | -4.27% | |
| 41 | TT | Trane Technologies plc | Stock-Industrials | 0.63% | +0.04% | -5.66% | |
| 42 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.61% | -0.11% | -6.65% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.18% | +2.72% | |
| 44 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.57% | -0.02% | -5.64% | |
| 45 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.55% | -0.11% | -2.08% | |
| 46 | TRGP | Targa Resources CORP | Stock-Energy | 0.54% | -0.01% | -5.03% | |
| 47 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.52% | -0.02% | +8.13% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.04% | +1.05% | |
| 49 | COF | Capital One Financial CORP | Stock-Financials | 0.50% | -0.01% | -5.94% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.49% | +0.32% | +22.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.39% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.4% | +2.84% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.3% | +14.54% | Add |
| 4 | ACN | Accenture plc | +0.3% | +12.51% | Add |
| 5 | BAC | Bank Of America CORP | +0.2% | +9.93% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +3.68% | Add |
| 7 | CB | Chubb Limited | +0.2% | +7.63% | Add |
| 8 | PEP | Pepsico Inc | +0.1% | +18.28% | Add |
| 9 | LRCX | Lam Research CORP | +0.1% | -6.52% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | +22.95% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -0.03% | Trim |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | +8.13% | Add |
| 13 | TJX | Tjx Companies Inc | +0.1% | +8.65% | Add |
| 14 | WMT | Walmart Inc | +0.1% | +14.29% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +4.19% | Add |
| 16 | COR | Cencora Inc | +0.1% | +2.36% | Add |
| 17 | CRM | Salesforce Inc | +0.1% | +1.11% | Add |
| 18 | CCJ | Cameco CORP | +0.1% | +15.46% | Add |
| 19 | PNC | Pnc Financial Services Group | +0.1% | +25.88% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +71.58% | Add |
| 21 | CMG | Chipotle Mexican Grill Inc | +0.1% | +18.60% | Add |
| 22 | CEG | Constellation Energy | +0.1% | +7.17% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +14.50% | Add |
| 24 | PEG | Public Service Enterprise Gp | +0.1% | +32.67% | Add |
| 25 | SMLF | Ishares US Smallcap Equity F | +0.1% | +5.01% | Add |
| 26 | AMGN | Amgen Inc | +0.1% | +1.05% | Add |
| 27 | TTWO | Take-two Interactive Softwre | 0% | +8.35% | Add |
| 28 | WM | Waste Management Inc | 0% | +11.44% | Add |
| 29 | SYK | Stryker CORP | 0% | +14.56% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | +3.07% | Add |
| 31 | JPM | Jpmorgan Chase & Co | — | +2.01% | Add |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +4.53% | Add |
| 33 | XSMO | Invesco S&p Smallcap Momentu | 0% | +5.83% | Add |
| 34 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.50% | Add |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.28% | Add |
| 36 | MRSH | Marsh & Mclennan Cos | -0.1% | -19.77% | Trim |
| 37 | APD | Air Products & Chemicals Inc | -0.1% | -13.66% | Trim |
| 38 | TT | Trane Technologies plc | -0.1% | -5.66% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.1% | -4.27% | Trim |
| 40 | ETN | Eaton Corporation plc | -0.1% | +10.29% | Add |
| 41 | FITB | Fifth Third Bancorp | -0.2% | -80.73% | Trim |
| 42 | TMUS | T-mobile US Inc | -0.3% | +2.45% | Add |
| 43 | ORCL | Oracle CORP | -0.4% | -1.58% | Trim |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.95% | Trim |
| 45 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 46 | BSCP | Invesco Bulletshares 2025 Cb | — | EXIT | Sold out |
| 47 | TFC | Truist Financial CORP | — | EXIT | Sold out |
| 48 | UL | Unilever PLC | — | EXIT | Sold out |
| 49 | BA | Boeing Co/the | — | NEW | New buy |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 208 disclosed positions in Q4 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, IWR, NVDA) accounted for 21.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
BA
市值: $827.5K
Top Position Liquidated / Trimmed
MDLZ
前期市值: $1.6M
During Q4 2025, River Wealth Advisors LLC's top holdings by market value included AAPL (5.7%)、IWR (4.6%)、NVDA (4.5%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2025, River Wealth Advisors LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 34 positions, trimming 10 holdings, and fully liquidating 4 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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