River Wealth Advisors LLC 13F Holdings · Q2 2026
River Wealth Advisors LLC reported 217 securities worth $955.73M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (5.70%), IWR (5.35%), NVDA (4.70%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $54.5M | 5.70% | 188,343 | Added |
| 2 | IWR | ISHARES TR | $51.2M | 5.35% | 463,864 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $44.9M | 4.70% | 224,298 | Added |
| 4 | GOOGL | ALPHABET INC | $37.3M | 3.91% | 104,472 | Added |
| 5 | IVV | ISHARES TR | $35.4M | 3.70% | 47,211 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $32.8M | 3.44% | 88,060 | Added |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $29.0M | 3.04% | 346,676 | Added |
| 8 | XSMO | INVESCO EXCHANGE TRADED FD T | $28.9M | 3.03% | 309,168 | Trimmed |
| 9 | SMLF | ISHARES TR | $28.1M | 2.94% | 315,394 | Trimmed |
| 10 | CWB | SPDR SERIES TRUST | $25.7M | 2.69% | 238,819 | Added |
| 11 | IWM | ISHARES TR | $24.2M | 2.54% | 80,655 | Trimmed |
| 12 | LRCX | LAM RESEARCH CORP | $23.9M | 2.50% | 55,083 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $22.8M | 2.38% | 69,572 | Added |
| 14 | AMZN | AMAZON COM INC | $22.1M | 2.31% | 92,713 | Added |
| 15 | IEMG | ISHARES INC | $18.6M | 1.94% | 224,173 | Added |
| 16 | V | VISA INC | $18.5M | 1.94% | 53,928 | Added |
| 17 | ETN | EATON CORP PLC | $15.9M | 1.66% | 37,334 | Added |
| 18 | BAC | BANK OF AMER CORP | $15.1M | 1.58% | 265,098 | Added |
| 19 | LLY | ELI LILLY & CO | $14.3M | 1.49% | 11,881 | Trimmed |
| 20 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $13.2M | 1.39% | 52,985 | Added |
| 21 | CB | CHUBB LIMITED | $12.8M | 1.34% | 37,691 | Trimmed |
| 22 | TJX | TJX COS INC NEW | $12.8M | 1.34% | 84,389 | Added |
| 23 | MRK | MERCK & CO INC | $12.2M | 1.28% | 95,113 | Added |
| 24 | COR | CENCORA INC | $11.9M | 1.25% | 42,089 | Trimmed |
| 25 | CAT | CATERPILLAR INC | $10.4M | 1.09% | 9,782 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR