River Wealth Advisors LLC 13F Portfolio

CIK 1642570 Filing since Q1 2015 Q2 2026 filed Jun 30, 2026
Holdings as of Jun 30, 2026, from the 13F filed Jun 30, 2026.

Portfolio Snapshot

136 positions · Q2 2026

River Wealth Advisors LLC reported 136 positions worth $586.21M for the quarter ended Jun 30, 2026, up 0.0% on the prior quarter. It opened 0 new positions, added to 1, trimmed 0 and exited 0. Its largest holding is Apple Inc. at 8% of the portfolio.

Portfolio Value
$586.21M
0.0% QoQ · +4.9% YoY
Positions
136
0 new · 0 sold out
Top 10 Concentration
41.4%
of portfolio value
Largest Position
AAPL 8%
Apple Inc.
Net Buying
+$619.48K
$619.48K bought · $0.00 sold
Turnover
0%
of the portfolio traded
Top Sector
Technology
33.9% of value
Track Record
46
quarters on file since Q1 2015

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
33.9%
Technology
Technology33.9%
Financial Services16.27%
Industrials14.68%
Healthcare10.79%
Consumer Discretionary8.67%
Consumer Staples5%
Energy3.48%
Communication Services2.57%
Basic Materials2.1%
Utilities1.7%
Real Estate0.804%
Other0.038%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesIndustrialsHealthcareConsumer DiscretionaryConsumer StaplesEnergyCommunication ServicesBasic MaterialsUtilitiesReal EstateOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
HON Honeywell International Inc +2,741 +100.0% $619.48K 0.211%

Largest Sells

Q2 2026

No positions were reduced this quarter.

New Positions

Q2 2026

No new positions this quarter.

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

136 Positions

As ofJun 30, 2026
Value$586.21M
Top 1041.4%
Avg position$4.31M
# Activity
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Showing 1–15 of 136 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at River Wealth Advisors.

About River Wealth Advisors LLC’s 13F Portfolio

What are River Wealth Advisors LLC’s largest holdings?

As of its Q2 2026 13F filing, River Wealth Advisors LLC’s five largest positions were Apple Inc. (AAPL) at 8.0%, Nvidia Corp (NVDA) at 6.5%, Microsoft Corp (MSFT) at 5.3%, Alphabet Inc. (GOOGL) at 5.0%, Jpmorgan Chase & Co (JPM) at 3.5% of the reported portfolio.

How much is River Wealth Advisors LLC’s portfolio worth?

River Wealth Advisors LLC reported a 13F portfolio worth $586.21M across 136 positions for Q2 2026. That is up 0.0% from the previous quarter.

What did River Wealth Advisors LLC buy in Q2 2026?

Its largest purchases by value were Honeywell International Inc ($619.48K). It opened 0 new positions.

Where does this data come from?

From the Form 13F-HR reports River Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.