Top 50 River Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.38% | 184.5K | $46.8M | -0.77%(-1.44K) | $60.23(+395.14%) | 2026-03-31 | |
| IWR | ISHARES TR | 5.03% | 450.2K | $43.8M | +4.64%(+19.97K) | $69.14(+52.07%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.36% | 217.8K | $38.0M | +0.46%(+996) | $34.30(+587.38%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.58% | 84.3K | $31.2M | +3.91%(+3.17K) | $183.98(+122.54%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.56% | 47.4K | $31.0M | -8.53%(-4.42K) | $348.32(+115.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.36% | 101.9K | $29.3M | -4.59%(-4.90K) | $80.94(+395.54%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.83% | 327.8K | $24.6M | +31.78%(+79.05K) | $58.24(+42.32%) | 2026-03-31 | |
| SMLF | ISHARES TR | 2.76% | 318.0K | $24.0M | -11.81%(-42.59K) | $65.79(+26.70%) | 2026-03-31 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 2.74% | 314.2K | $23.9M | -11.90%(-42.44K) | $65.14(+33.10%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 2.49% | 237.1K | $21.7M | +0.79%(+1.86K) | $60.13(+77.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.87% | +67.99% |
| Top 20 Holdings Unweighted | +18.32% | +65.65% |
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