# River Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1642570. Source: https://holderbook.com/funds/1642570-river-wealth-advisors-llc/

- Reported value: $1.8B
- Positions: 222
- Weight of the ten largest: 37.4%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $101.3M | 372,856 | 5.5% | 31 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $94.9M | 914,024 | 5.2% | 26 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $82.9M | 442,077 | 4.5% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $66.6M | 206,344 | 3.6% | 31 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $66.4M | 94,660 | 3.6% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $64.1M | 172,365 | 3.5% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $53.6M | 674,445 | 2.9% | 26 |
| INVESCO EXCHANGE TRADED FD T | [XSMO](https://holderbook.com/stocks/XSMO/) | $52.8M | 623,358 | 2.9% | 5 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $52.1M | 633,368 | 2.9% | 5 |
| SPDR SERIES TRUST | [CWB](https://holderbook.com/stocks/CWB/) | $47.5M | 475,955 | 2.6% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $44.8M | 163,668 | 2.5% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $43.1M | 138,696 | 2.4% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $40.4M | 180,720 | 2.2% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $34.7M | 107,496 | 1.9% | 31 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $34.6M | 105,361 | 1.9% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $33.2M | 433,372 | 1.8% | 31 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $29.3M | 74,648 | 1.6% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $28.0M | 528,971 | 1.5% | 31 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $26.0M | 167,350 | 1.4% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $25.3M | 23,937 | 1.4% | 15 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $25.3M | 84,605 | 1.4% | 31 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $25.2M | 75,454 | 1.4% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $23.4M | 188,215 | 1.3% | 31 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $23.4M | 104,389 | 1.3% | 8 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $18.2M | 56,652 | 1.0% | 31 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $17.8M | 122,871 | 1.0% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $17.1M | 19,276 | 0.9% | 31 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $16.9M | 17,617 | 0.9% | 7 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $15.6M | 75,778 | 0.9% | 24 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $15.5M | 130,340 | 0.8% | 23 |
| ACCENTURE PLC IRELAND | [ACN](https://holderbook.com/stocks/ACN/) | $15.4M | 78,211 | 0.8% | 31 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $15.2M | 66,996 | 0.8% | 25 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $14.9M | 24,978 | 0.8% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $13.5M | 42,277 | 0.7% | 31 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $13.0M | 13,442 | 0.7% | 24 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $12.9M | 126,182 | 0.7% | 5 |
| TRANE TECHNOLOGIES PLC | [TT](https://holderbook.com/stocks/TT/) | $12.8M | 28,253 | 0.7% | 26 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $10.9M | 53,595 | 0.6% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $10.9M | 58,368 | 0.6% | 31 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $10.8M | 21,386 | 0.6% | 31 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $10.7M | 176,499 | 0.6% | 18 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $10.3M | 29,478 | 0.6% | 31 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $10.1M | 38,864 | 0.6% | 14 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $10.0M | 68,310 | 0.5% | 31 |
| ISHARES TR | [SLQD](https://holderbook.com/stocks/SLQD/) | $9.9M | 196,942 | 0.5% | 25 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $9.7M | 63,251 | 0.5% | 31 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $9.4M | 26,394 | 0.5% | 31 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $9.3M | 35,359 | 0.5% | 8 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $8.9M | 84,548 | 0.5% | 6 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $8.7M | 120,914 | 0.5% | 31 |
| CHIPOTLE MEXICAN GRILL INC | [CMG](https://holderbook.com/stocks/CMG/) | $8.4M | 262,230 | 0.5% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $8.4M | 12,716 | 0.5% | 31 |
| DIGITAL RLTY TR INC | [DLR](https://holderbook.com/stocks/DLR/) | $8.0M | 44,645 | 0.4% | 24 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $8.0M | 57,201 | 0.4% | 31 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $7.7M | 40,381 | 0.4% | 25 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.5M | 20,734 | 0.4% | 7 |
| TETRA TECH INC NEW | [TTEK](https://holderbook.com/stocks/TTEK/) | $7.4M | 249,531 | 0.4% | 14 |
| PARKER-HANNIFIN CORP | [PH](https://holderbook.com/stocks/PH/) | $7.2M | 7,728 | 0.4% | 31 |
| AIR PRODUCTS AND CHEMICALS I | [APD](https://holderbook.com/stocks/APD/) | $7.1M | 24,356 | 0.4% | 31 |
| TE CONNECTIVITY PLC | [TEL](https://holderbook.com/stocks/TEL/) | $7.1M | 34,425 | 0.4% | 8 |
| PULTE GROUP INC | [PHM](https://holderbook.com/stocks/PHM/) | $6.9M | 54,081 | 0.4% | 31 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $6.8M | 30,043 | 0.4% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.8M | 27,206 | 0.4% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $6.7M | 34,777 | 0.4% | 31 |
| PNC FINL SVCS GROUP INC | [PNC](https://holderbook.com/stocks/PNC/) | $6.5M | 28,704 | 0.4% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $6.3M | 27,045 | 0.3% | 31 |
| PUBLIC SVC ENTERPRISE GROUP | [PEG](https://holderbook.com/stocks/PEG/) | $6.3M | 77,282 | 0.3% | 15 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $6.1M | 32,804 | 0.3% | 8 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $6.0M | 176,500 | 0.3% | 31 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $5.8M | 6,279 | 0.3% | 21 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $5.6M | 10,957 | 0.3% | 14 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $5.1M | 22,160 | 0.3% | 31 |
| VANGUARD INDEX FDS | [VBK](https://holderbook.com/stocks/VBK/) | $5.1M | 15,152 | 0.3% | 29 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $4.9M | 12,757 | 0.3% | 25 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $4.9M | 14,282 | 0.3% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.5M | 6,440 | 0.2% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.4M | 7,771 | 0.2% | 31 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $4.2M | 23,637 | 0.2% | 31 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $4.1M | 39,060 | 0.2% | 27 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $4.0M | 6,281 | 0.2% | 31 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $4.0M | 63,325 | 0.2% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCW](https://holderbook.com/stocks/BSCW/) | $3.9M | 187,940 | 0.2% | 7 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $3.7M | 7,355 | 0.2% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCX](https://holderbook.com/stocks/BSCX/) | $3.5M | 166,566 | 0.2% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $3.3M | 23,954 | 0.2% | 11 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $3.3M | 30,344 | 0.2% | 27 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.3M | 6,675 | 0.2% | 31 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $3.1M | 10,505 | 0.2% | 1 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $3.1M | 21,186 | 0.2% | 31 |
| MARSH & MCLENNAN COS INC | [MRSH](https://holderbook.com/stocks/MRSH/) | $3.1M | 18,026 | 0.2% | 25 |
| INVESCO EXCH TRD SLF IDX FD | [BSCY](https://holderbook.com/stocks/BSCY/) | $3.0M | 147,155 | 0.2% | 7 |
| CONOCOPHILLIPS | [COP](https://holderbook.com/stocks/COP/) | $2.9M | 24,802 | 0.2% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCT](https://holderbook.com/stocks/BSCT/) | $2.9M | 156,845 | 0.2% | 7 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.9M | 18,175 | 0.2% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSCS](https://holderbook.com/stocks/BSCS/) | $2.9M | 141,556 | 0.2% | 7 |
| KEARNY FINL CORP MD | [KRNY](https://holderbook.com/stocks/KRNY/) | $2.8M | 333,892 | 0.2% | 26 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $2.8M | 14,855 | 0.2% | 31 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $2.8M | 8,177 | 0.2% | 1 |
| INVESCO EXCH TRD SLF IDX FD | [BSCU](https://holderbook.com/stocks/BSCU/) | $2.7M | 164,238 | 0.2% | 7 |
| INVESCO EXCH TRD SLF IDX FD | [BSCV](https://holderbook.com/stocks/BSCV/) | $2.7M | 163,313 | 0.1% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.4% | +14.8% | -4.4% | 100% |
| Q1 2026 | -3.2% | -4.6% | +1.5% | 100% |
| Q4 2025 | +2.4% | +2.4% | -0.0% | 100% |
| Q3 2025 | +6.1% | +7.8% | -1.8% | 100% |
| Q2 2025 | +7.7% | +10.5% | -2.7% | 100% |
| Q1 2025 | -3.9% | -4.6% | +0.6% | 100% |
| Q4 2024 | -0.9% | +2.1% | -3.0% | 100% |
| Q3 2024 | +5.7% | +5.4% | +0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.8B | 222 |
| Q1 2026 | $870.8M | 205 |
| Q4 2025 | $891.7M | 208 |
| Q3 2025 | $855.3M | 203 |
| Q2 2025 | $804.5M | 202 |
| Q1 2025 | $719.5M | 197 |
| Q4 2024 | $754.4M | 206 |
| Q3 2024 | $750.2M | 208 |
| Q2 2024 | $697.2M | 193 |
| Q1 2024 | $687.9M | 208 |
| Q4 2023 | $626.2M | 207 |
| Q3 2023 | $559.0M | 200 |