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CIK: 0001642570
Total reported value
$955.7M
$955.7M
205 檔
20.0%
According to the latest 13F quarterly dataset, River Wealth Advisors LLC managed an equity portfolio of $955.7M at the end of Q1 2026, spanning 205 distinct U.S. exchange-listed positions.
In Q1 2026, River Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 108 positions and completely liquidating 9 holdings to manage risk exposure.
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% | +0.32% | -0.77% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 5.03% | +0.32% | +4.64% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.36% | +0.34% | +0.46% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.14% | +3.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.56% | +0.14% | -8.53% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | +0.55% | -4.59% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.83% | +0.21% | +31.78% | |
| 8 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 2.76% | +0.18% | -11.81% | |
| 9 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.74% | +0.29% | -11.90% | |
| 10 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.49% | +0.20% | +0.79% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.36% | +0.18% | -3.78% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.34% | +0.04% | +0.19% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.10% | +0.21% | +1.93% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.86% | +0.08% | +1.17% | |
| 15 | ACN | Accenture plc | Stock-Tech | 1.74% | -1.71% | +13.09% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.68% | +0.26% | +43.92% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.65% | -1.52% | +3.55% | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 1.53% | -0.28% | -3.19% | |
| 19 | ETN | Eaton Corporation plc | Stock-Industrials | 1.53% | +0.13% | +2.08% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.52% | -0.18% | +14.39% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.48% | +0.10% | +1.67% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.41% | -0.07% | +2.55% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.29% | -0.01% | -0.79% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.22% | -4.82% | |
| 25 | LRCX | Lam Research CORP | Stock-Tech | 1.23% | +1.27% | -6.82% | |
| 26 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.17% | +0.22% | +10.10% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.21% | -0.56% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 1.03% | -0.06% | +21.30% | |
| 29 | BLK | Blackrock Inc | Stock-Financials | 0.97% | -0.08% | +6.11% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.14% | +1.16% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.88% | -0.10% | +9.34% | |
| 32 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.87% | -0.78% | +10.19% | |
| 33 | DE | Deere & Co | Stock-Industrials | 0.82% | — | -2.78% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.13% | -2.74% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | +0.32% | +23.91% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.74% | -0.07% | +33.55% | |
| 37 | CRM | Salesforce Inc | Stock-Tech | 0.70% | -0.70% | EXIT | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.07% | -2.26% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.69% | -0.18% | -18.28% | |
| 40 | TT | Trane Technologies plc | Stock-Industrials | 0.68% | +0.04% | -1.07% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.05% | -2.26% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.14% | -9.74% | |
| 43 | FCX | Freeport-mcmoran Inc | Stock-Materials | 0.60% | -0.02% | -2.37% | |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.60% | -0.11% | -4.59% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.06% | -1.79% | |
| 46 | CEG | Constellation Energy | Stock-Utilities | 0.57% | -0.12% | +1.23% | |
| 47 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.57% | -0.02% | -6.64% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | +0.06% | — | |
| 49 | TRGP | Targa Resources CORP | Stock-Energy | 0.56% | -0.01% | -25.56% | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.04% | -3.21% |
| # | 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 | CVX | Chevron CORP | +0.1% | -18.28% | Trim |
| 25 | BSCX | Invesco Bulletshares 2033 Cb | +0.1% | +44.48% | Add |
| 26 | BSCW | Invesco Bulletshares 2032 Cb | +0.1% | +38.32% | Add |
| 27 | PSX | Phillips 66 | +0.1% | -11.86% | Trim |
| 28 | JNJ | Johnson & Johnson | +0.1% | -3.01% | Trim |
| 29 | PEG | Public Service Enterprise Gp | +0.1% | +13.60% | Add |
| 30 | APD | Air Products & Chemicals Inc | +0.1% | -5.50% | Trim |
| 31 | TT | Trane Technologies plc | +0.1% | -1.07% | Trim |
| 32 | XLE | Ss Energy Select Sector | 0% | -4.30% | Trim |
| 33 | LIN | Linde plc | 0% | -3.69% | Trim |
| 34 | AMGN | Amgen Inc | 0% | -3.21% | Trim |
| 35 | RTX | Rtx CORP | 0% | -1.08% | Trim |
| 36 | COP | Conocophillips | 0% | -20.13% | Trim |
| 37 | AMAT | Applied Materials Inc | 0% | +1.27% | Add |
| 38 | ARW | Arrow Electronics Inc | 0% | — | Unchanged |
| 39 | HON | Honeywell International Inc | 0% | -2.70% | Trim |
| 40 | MPC | Marathon Petroleum CORP | 0% | -2.55% | Trim |
| 41 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +9.84% | Add |
| 42 | HSY | Hershey Co/the | 0% | +0.07% | Add |
| 43 | NEE | Nextera Energy Inc | 0% | +1.97% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +13.42% | Add |
| 45 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.56% | Trim |
| 46 | TRGP | Targa Resources CORP | 0% | -25.56% | Trim |
| 47 | FDX | Fedex CORP | 0% | -2.66% | Trim |
| 48 | MOG-A | Moog Inc-class A | 0% | — | Unchanged |
| 49 | MCK | Mckesson CORP | 0% | +1.08% | Add |
| 50 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +6.04% | Add |
According to official SEC Form 13F filings, River Wealth Advisors LLC reported a total U.S. public equity portfolio value of $955.7M across 205 disclosed positions in Q1 2026.
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 20.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
RSP
市值: $4.9M
Top Position Liquidated / Trimmed
SCHK
前期市值: $640.1K
During Q1 2026, River Wealth Advisors LLC's top holdings by market value included AAPL (5.4%)、IWR (5.0%)、NVDA (4.4%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2026, River Wealth Advisors LLC made 183 total portfolio adjustments, initiating 6 new buys, adding to 60 positions, trimming 108 holdings, and fully liquidating 9 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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