StockDriftsStockDriftsTop 50 River Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.7% | 188.3K | $54.5M | +2.08%(+3.83K) | $64.45(+373.81%) | 2026-06-30 | |
| IWR | ISHARES TR | 5.35% | 463.9K | $51.2M | +3.04%(+13.70K) | $70.13(+63.29%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.7% | 224.3K | $44.9M | +2.99%(+6.52K) | $38.61(+485.56%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.91% | 104.5K | $37.3M | +2.55%(+2.60K) | $86.77(+297.27%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.7% | 47.2K | $35.4M | -0.50%(-238) | $348.32(+123.62%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.44% | 88.1K | $32.8M | +4.45%(+3.75K) | $191.74(+153.50%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.04% | 346.7K | $29.0M | +5.77%(+18.91K) | $59.35(+45.15%) | 2026-06-30 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 3.03% | 309.2K | $28.9M | -1.60%(-5.02K) | $65.14(+37.54%) | 2026-06-30 | |
| SMLF | ISHARES TR | 2.94% | 315.4K | $28.1M | -0.81%(-2.58K) | $65.79(+37.50%) | 2026-06-30 | |
| CWB | SPDR SERIES TRUST | 2.69% | 238.8K | $25.7M | +0.71%(+1.68K) | $60.39(+76.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.24% | +53.05% | +7.35% | +42.58% |
| Top 20 Holdings Unweighted | +13.88% | +47.68% | +6.71% | +38.35% |
River Wealth Advisors LLC reports $955.73M in US-listed equity holdings across 217 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.7%), IWR (5.3%) and NVDA (4.7%). The top 20 holdings account for 58.23% of reported assets. Its disclosed equity book has returned +53.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from River Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1642570). View River Wealth Advisors LLC’s 13F filings on SEC