StockDrifts LogoStockDrifts

River Wealth Advisors LLC

Portfolio Manager
River Wealth Advisors LLC
Performance
+2.05% (2025 Q4)
AUM (13F)
$870.76M
# of Holdings
205
Performance Rank
Allocation (Top 20)
54.4%

River Wealth Advisors LLC Holdings Map

Top 50 River Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.38%184.5K$46.8M
-0.77%(-1.44K)
2025-Q1: 177.3K shares2025-Q2: 187.6K shares2025-Q3: 186.0K shares2025-Q4: 186.0K shares2026-Q1: 184.5K shares
$60.23(+395.14%)
2026-03-31
IWR
ISHARES TR
5.03%450.2K$43.8M
+4.64%(+19.97K)
2025-Q1: 391.0K shares2025-Q2: 402.9K shares2025-Q3: 411.6K shares2025-Q4: 430.2K shares2026-Q1: 450.2K shares
$69.14(+52.07%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.36%217.8K$38.0M
+0.46%(+996)
2025-Q1: 215.9K shares2025-Q2: 224.0K shares2025-Q3: 219.2K shares2025-Q4: 216.8K shares2026-Q1: 217.8K shares
$34.30(+587.38%)
2026-03-31
MSFT
MICROSOFT CORP
3.58%84.3K$31.2M
+3.91%(+3.17K)
2025-Q1: 79.7K shares2025-Q2: 81.7K shares2025-Q3: 81.9K shares2025-Q4: 81.1K shares2026-Q1: 84.3K shares
$183.98(+122.54%)
2026-03-31
IVV
ISHARES TR
3.56%47.4K$31.0M
-8.53%(-4.42K)
2025-Q1: 50.2K shares2025-Q2: 51.0K shares2025-Q3: 51.7K shares2025-Q4: 51.9K shares2026-Q1: 47.4K shares
$348.32(+115.76%)
2026-03-31
GOOGL
ALPHABET INC
3.36%101.9K$29.3M
-4.59%(-4.90K)
2025-Q1: 105.4K shares2025-Q2: 110.0K shares2025-Q3: 110.5K shares2025-Q4: 106.8K shares2026-Q1: 101.9K shares
$80.94(+395.54%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
2.83%327.8K$24.6M
+31.78%(+79.05K)
2025-Q1: 249.2K shares2025-Q2: 244.8K shares2025-Q3: 247.5K shares2025-Q4: 248.7K shares2026-Q1: 327.8K shares
$58.24(+42.32%)
2026-03-31
SMLF
ISHARES TR
2.76%318.0K$24.0M
-11.81%(-42.59K)
2025-Q1: 0 shares2025-Q2: 328.7K shares2025-Q3: 343.4K shares2025-Q4: 360.6K shares2026-Q1: 318.0K shares
$65.79(+26.70%)
2026-03-31
XSMO
INVESCO EXCHANGE TRADED FD T
2.74%314.2K$23.9M
-11.90%(-42.44K)
2025-Q1: 0 shares2025-Q2: 323.9K shares2025-Q3: 337.0K shares2025-Q4: 356.6K shares2026-Q1: 314.2K shares
$65.14(+33.10%)
2026-03-31
CWB
SPDR SERIES TRUST
2.49%237.1K$21.7M
+0.79%(+1.86K)
2025-Q1: 224.7K shares2025-Q2: 231.0K shares2025-Q3: 234.1K shares2025-Q4: 235.3K shares2026-Q1: 237.1K shares
$60.13(+77.25%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track River Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all