River Wealth Advisors LLC
CIK: 0001642570SEC EDGAR →
Portfolio Value
$891.7M
Holdings
208
As of
Q4 2025
New Positions
13
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 185,954 | $50.6M | 5.67% |
| 2 | ISHARES TR | 430,189 | $41.4M | 4.64% |
| 3 | NVIDIA CORPORATION | 216,783 | $40.4M | 4.53% |
| 4 | MICROSOFT CORP | 81,133 | $39.2M | 4.40% |
| 5 | ISHARES TR | 51,874 | $35.5M | 3.98% |
| 6 | ALPHABET INC | 106,769 | $33.4M | 3.75% |
| 7 | ISHARES TR | 360,566 | $27.0M | 3.03% |
| 8 | INVESCO EXCHANGE TRADED FD T | 356,629 | $25.7M | 2.88% |
| 9 | JPMORGAN CHASE & CO. | 68,992 | $22.2M | 2.49% |
| 10 | ISHARES TR | 86,270 | $21.2M | 2.38% |
Quarterly Changes
Top Buys
New Positions (15)
$827K · 4K shares
$813K · 12K shares
$551K · 6K shares
$453K · 800 shares
$305K · 3K shares
$303K · 12K shares
$297K · 6K shares
$257K · 4K shares
$236K · 1K shares
$219K · 5K shares
$217K · 1K shares
$210K · 2K shares
$203K · 10K shares
$200K · 1K shares
$200K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $369.4M | 41.4% |
| Technology | 16 | $189.4M | 21.2% |
| Communication Services | 9 | $73.7M | 8.3% |
| Consumer Cyclical | 12 | $66.2M | 7.4% |
| Industrials | 28 | $62.4M | 7.0% |
| Healthcare | 16 | $51.4M | 5.8% |
| Consumer Defensive | 10 | $27.1M | 3.0% |
| Energy | 6 | $17.9M | 2.0% |
| Unknown | 8 | $11.9M | 1.3% |
| Basic Materials | 5 | $10.8M | 1.2% |
| Utilities | 5 | $10.5M | 1.2% |
| Real Estate | 1 | $889K | 0.1% |