River Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$870.8M
Q ending 2026-03-31
Prior quarter
$891.7M
Q ending 2025-12-31
Change
-2.4% QoQ · +21.0% YoY
Positions
205
reported holdings
Largest positions
Top 100 of 205 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $46.8M | 185K |
| Ishares Tr | IWR | Shares | $43.8M | 450K |
| Nvidia Corporation | NVDA | Shares | $38.0M | 218K |
| Microsoft Corp | MSFT | Shares | $31.2M | 84K |
| Ishares Tr | IVV | Shares | $31.0M | 47K |
| Alphabet Inc | GOOGL | Shares | $29.3M | 102K |
| Vanguard Intl Equity Index F | VEU | Shares | $24.6M | 328K |
| Ishares Tr | SMLF | Shares | $24.0M | 318K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $23.9M | 314K |
| Spdr Series Trust | CWB | Shares | $21.7M | 237K |
| Ishares Tr | IWM | Shares | $20.6M | 83K |
| Jpmorgan Chase & Co | JPM | Shares | $20.3M | 69K |
| Amazon Com Inc | AMZN | Shares | $18.3M | 88K |
| Visa Inc | V | Shares | $16.2M | 54K |
| Accenture Plc Ireland | Shares | $15.1M | 76K | |
| Ishares Inc | IEMG | Shares | $14.6M | 209K |
| T-Mobile Us Inc | TMUS | Shares | $14.3M | 68K |
| Cencora Inc | COR | Shares | $13.4M | 43K |
| Eaton Corp Plc | Shares | $13.3M | 37K | |
| Tjx Cos Inc New | TJX | Shares | $13.2M | 83K |
| Bank America Corp | BAC | Shares | $12.9M | 264K |
| Chubb Ltd Switz | Shares | $12.3M | 38K | |
| Merck & Co Inc | MRK | Shares | $11.2M | 93K |
| Eli Lilly & Co | LLY | Shares | $11.1M | 12K |
| Lam Research Corp | LRCX | Shares | $10.7M | 50K |
| Take-Two Interactive Softwar | TTWO | Shares | $10.2M | 51K |
| Pepsico Inc | PEP | Shares | $9.5M | 61K |
| Stryker Corporation | SYK | Shares | $9.0M | 27K |
| Blackrock Inc | BLK | Shares | $8.4M | 9K |
| Walmart Inc | WMT | Shares | $8.0M | 64K |
| Waste Mgmt Inc Del | WM | Shares | $7.7M | 33K |
| Chipotle Mexican Grill Inc | CMG | Shares | $7.6M | 237K |
| Deere & Co | DE | Shares | $7.1M | 13K |
| Costco Wholesale Corporation | COST | Shares | $6.8M | 7K |
| Caterpillar Inc | CAT | Shares | $6.7M | 9K |
| Servicenow Inc | NOW | Shares | $6.5M | 62K |
| Salesforce Inc | CRM | Shares | $6.1M | 33K |
| Alphabet Inc | GOOG | Shares | $6.1M | 21K |
| Chevron Corporation | CVX | Shares | $6.0M | 29K |
| Trane Technologies Plc | Shares | $5.9M | 14K | |
| Mastercard Incorporated | MA | Shares | $5.4M | 11K |
| Exxon Mobil Corp | XOM | Shares | $5.3M | 31K |
| Freeport Mcmoran Inc | FCX | Shares | $5.2M | 89K |
| Ishares Tr | SLQD | Shares | $5.2M | 103K |
| Oracle Corp | ORCL | Shares | $5.1M | 35K |
| Constellation Energy Corp | CEG | Shares | $5.0M | 18K |
| Carlisle Cos Inc | CSL | Shares | $5.0M | 15K |
| Invesco Exchange Traded Fd T | RSP | Shares | $4.9M | 26K |
| Targa Res Corp | TRGP | Shares | $4.9M | 19K |
| Amgen Inc | AMGN | Shares | $4.7M | 13K |
| Cameco Corp | CCJ | Shares | $4.6M | 43K |
| Ishares Tr | IJH | Shares | $4.1M | 61K |
| Tetra Tech Inc New | TTEK | Shares | $4.0M | 133K |
| Digital Rlty Tr Inc | DLR | Shares | $4.0M | 22K |
| Rtx Corporation | RTX | Shares | $3.9M | 20K |
| Ishares Tr | IJJ | Shares | $3.8M | 29K |
| Invesco Qqq Tr | QQQ | Shares | $3.7M | 6K |
| Te Connectivity Plc | Shares | $3.6M | 17K | |
| Air Products And Chemicals I | APD | Shares | $3.6M | 12K |
| Parker-Hannifin Corp | PH | Shares | $3.5M | 4K |
| Johnson & Johnson | JNJ | Shares | $3.3M | 14K |
| Capital One Finl Corp | COF | Shares | $3.2M | 18K |
| Pulte Group Inc | PHM | Shares | $3.2M | 27K |
| Vanguard Index Fds | VXF | Shares | $3.1M | 15K |
| Public Svc Enterprise Group | PEG | Shares | $3.0M | 37K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $3.0M | 14K |
| Abbvie Inc | ABBV | Shares | $3.0M | 14K |
| Schwab Strategic Tr | SCHM | Shares | $2.8M | 90K |
| Linde Plc | Shares | $2.7M | 6K | |
| Goldman Sachs Group Inc | GS | Shares | $2.7M | 3K |
| Lowes Cos Inc | LOW | Shares | $2.6M | 11K |
| Home Depot Inc | HD | Shares | $2.4M | 7K |
| Vanguard Index Fds | VBK | Shares | $2.3M | 8K |
| Ishares Tr | IWB | Shares | $2.3M | 6K |
| Meta Platforms Inc | META | Shares | $2.3M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.2M | 3K |
| Phillips 66 | PSX | Shares | $2.2M | 12K |
| Invesco Exch Trd Slf Idx Fd | BSCW | Shares | $1.9M | 95K |
| Vanguard Index Fds | VOO | Shares | $1.9M | 3K |
| Ishares Tr | EEM | Shares | $1.8M | 32K |
| Invesco Exch Trd Slf Idx Fd | BSCX | Shares | $1.8M | 84K |
| Conocophillips | COP | Shares | $1.7M | 13K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.7M | 3K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $1.6M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.6M | 3K |
| Vanguard Index Fds | VUG | Shares | $1.6M | 4K |
| Procter & Gamble Co | PG | Shares | $1.6M | 11K |
| Invesco Exch Trd Slf Idx Fd | BSCY | Shares | $1.5M | 73K |
| Ishares Tr | IJK | Shares | $1.5M | 15K |
| Invesco Exch Trd Slf Idx Fd | BSCT | Shares | $1.5M | 79K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $1.5M | 71K |
| Danaher Corp Del | DHR | Shares | $1.4M | 8K |
| Invesco Exch Trd Slf Idx Fd | BSCU | Shares | $1.4M | 82K |
| Invesco Exch Trd Slf Idx Fd | BSCV | Shares | $1.4M | 83K |
| Broadcom Inc | AVGO | Shares | $1.4M | 4K |
| Select Sector Spdr Tr | XLE | Shares | $1.3M | 22K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $1.3M | 68K |
| Select Sector Spdr Tr | XLK | Shares | $1.3M | 10K |
| Kearny Finl Corp Md | KRNY | Shares | $1.3M | 167K |
| Honeywell Intl Inc | HONGBP | Shares | $1.2M | 5K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.