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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

River Wealth Advisors LLC

Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001642570-25-000009

Total Value
$804.5M
Positions
202
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (202)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT81,743$40.7M5.05%
2APPLE INCAAPL187,602$38.5M4.78%
3ISHARES TR464287499402,940$37.1M4.61%
4NVIDIA CORPORATIONNVDA224,037$35.4M4.40%
5ISHARES TR46428720050,960$31.6M3.93%
6ISHARES TR46434V290328,683$22.3M2.78%
7INVESCO EXCHANGE TRADED FD TIVZ323,865$22.0M2.74%
8JPMORGAN CHASE & CO.VYLD67,260$19.5M2.42%
9ALPHABET INCGOOG110,025$19.4M2.41%
10SPDR SERIES TRUST78464A359230,973$19.1M2.37%
11ISHARES TR46428765587,157$18.8M2.34%
12VISA INCV50,902$18.1M2.25%
13AMAZON COM INCAMZN80,563$17.7M2.20%
14ACCENTURE PLC IRELANDACN56,440$16.9M2.10%
15VANGUARD INTL EQUITY INDEX F922042775244,830$16.5M2.05%
16T-MOBILE US INCTMUSZ62,234$14.8M1.84%
17CENCORA INCCOR40,332$12.1M1.50%
18EATON CORP PLCETN32,923$11.8M1.46%
19BANK AMERICA CORP060505104230,795$10.9M1.36%
20TAKE-TWO INTERACTIVE SOFTWARTTWO41,989$10.2M1.27%
21CHIPOTLE MEXICAN GRILL INCCMG172,967$9.7M1.21%
22CHUBB LIMITEDCB32,576$9.4M1.17%
23SALESFORCE INCCRM33,545$9.1M1.14%
24ELI LILLY & COLLY11,103$8.7M1.08%
25TJX COS INC NEW87254010968,067$8.4M1.04%
26ISHARES INC46434G103139,388$8.4M1.04%
27ORACLE CORPORCL-PD35,989$7.9M0.98%
28STRYKER CORPORATIONSYK19,749$7.8M0.97%
29COSTCO WHSL CORP NEW22160K1057,329$7.3M0.90%
30BLACKROCK INCBLK6,838$7.2M0.89%
31TRANE TECHNOLOGIES PLCTT15,436$6.8M0.84%
32PEPSICO INCPEP50,434$6.7M0.83%
33CARLISLE COS INC14233910017,308$6.5M0.80%
34MASTERCARD INCORPORATEDMA11,330$6.4M0.79%
35SERVICENOW INCNOW6,076$6.2M0.78%
36DEERE & CODE12,124$6.2M0.77%
37ISHARES TR46434V100121,016$6.1M0.76%
38LULULEMON ATHLETICA INCLULU24,649$5.9M0.73%
39WASTE MGMT INC DEL94106L10925,317$5.8M0.72%
40LAM RESEARCH CORPLRCX57,890$5.6M0.70%
41MERCK & CO INCMRK66,018$5.2M0.65%
42TETRA TECH INC NEWTTEK143,571$5.2M0.64%
43CONSTELLATION ENERGY CORPCEG15,921$5.1M0.64%
44CHEVRON CORP NEWCVX35,859$5.1M0.64%
45TARGA RES CORPTRGP28,729$5.0M0.62%
46ELEVANCE HEALTH INCELV11,908$4.6M0.58%
47AIR PRODS & CHEMS INCAIIR15,793$4.5M0.55%
48CAPITAL ONE FINL CORP14040H10519,755$4.2M0.52%
49ISHARES TR46428750766,909$4.1M0.52%
50AMGEN INCAMGN13,691$3.8M0.48%
51ALPHABET INCGOOG21,297$3.8M0.47%
52EXXON MOBIL CORPXOM34,910$3.8M0.47%
53ISHARES TR46428770529,457$3.6M0.45%
54INVESCO QQQ TRIVZ6,507$3.6M0.45%
55UNITEDHEALTH GROUP INCUNH11,227$3.5M0.44%
56FREEPORT-MCMORAN INCFCX79,420$3.4M0.43%
57TE CONNECTIVITY PLCTEL19,986$3.4M0.42%
58CONSTELLATION BRANDS INCSTZ20,707$3.4M0.42%
59VANGUARD INDEX FDS92290865217,329$3.3M0.42%
60PULTE GROUP INC74586710130,618$3.2M0.40%
61RTX CORPORATIONRTX20,971$3.1M0.38%
62LOWES COS INC54866110713,285$2.9M0.37%
63PARKER-HANNIFIN CORPPH4,203$2.9M0.36%
64META PLATFORMS INCMETA3,911$2.9M0.36%
65ABBVIE INCABBV15,263$2.8M0.35%
66LINDE PLCLIN5,951$2.8M0.35%
67MARSH & MCLENNAN COS INC57174810212,591$2.8M0.34%
68HOME DEPOT INCHD7,454$2.7M0.34%
69SCHWAB STRATEGIC TR80852450889,944$2.5M0.31%
70CATERPILLAR INCCAT6,232$2.4M0.30%
71GOLDMAN SACHS GROUP INCGSCE3,310$2.3M0.29%
72INVESCO EXCH TRD SLF IDX FDIVZ119,488$2.3M0.29%
73CAMECO CORPCCJ30,939$2.3M0.29%
74DIGITAL RLTY TR INC25386810313,148$2.3M0.28%
75FIFTH THIRD BANCORPFITBM54,143$2.2M0.28%
76VANGUARD INDEX FDS9229085958,019$2.2M0.28%
77PNC FINL SVCS GROUP INC69347510511,646$2.2M0.27%
78SPDR S&P 500 ETF TRSPY3,377$2.1M0.26%
79INVESCO EXCH TRD SLF IDX FDIVZ104,724$2.1M0.26%
80ISHARES TR4642876226,019$2.0M0.25%
81PROCTER AND GAMBLE CO74271810912,524$2.0M0.25%
82BERKSHIRE HATHAWAY INC DELBRK-A3,911$1.9M0.24%
83PHILLIPS 66PSX15,853$1.9M0.24%
84CONOCOPHILLIPSCOP20,989$1.9M0.23%
85JOHNSON & JOHNSONJNJ12,318$1.9M0.23%
86MONDELEZ INTL INC60920710527,151$1.8M0.23%
87ARROW ELECTRS INC04273510013,943$1.8M0.22%
88VANGUARD INDEX FDS9229083633,090$1.8M0.22%
89ISHARES TR46428723435,391$1.7M0.21%
90THERMO FISHER SCIENTIFIC INCTMO4,202$1.7M0.21%
91DANAHER CORPORATION2358511028,218$1.6M0.20%
92HONEYWELL INTL INC4385161066,946$1.6M0.20%
93PUBLIC SVC ENTERPRISE GRP IN74457310618,725$1.6M0.20%
94VANGUARD INDEX FDS9229087363,555$1.6M0.19%
95WALMART INCWMT15,095$1.5M0.18%
96S&P GLOBAL INCSPGI2,784$1.5M0.18%
97ISHARES TR46428760615,714$1.4M0.18%
98INVESCO EXCH TRD SLF IDX FDIVZ68,914$1.4M0.18%
99INVESCO EXCH TRD SLF IDX FDIVZ72,423$1.4M0.17%
100ISHARES TR46428746514,512$1.3M0.16%
101D R HORTON INC23331A1099,956$1.3M0.16%
102SELECT SECTOR SPDR TR81369Y8034,982$1.3M0.16%
103QUALCOMM INCQCOM7,817$1.2M0.15%
104INVESCO EXCH TRD SLF IDX FDIVZ72,687$1.2M0.15%
105CISCO SYS INCCSCO17,018$1.2M0.15%
106INVESCO EXCH TRD SLF IDX FDIVZ69,249$1.2M0.14%
107INVESCO EXCH TRD SLF IDX FDIVZ55,827$1.2M0.14%
108AUTOMATIC DATA PROCESSING INADP3,550$1.1M0.14%
109INVESCO EXCH TRD SLF IDX FDIVZ52,867$1.1M0.14%
110KEARNY FINL CORP MDBEKE166,946$1.1M0.13%
111FEDEX CORPFDX4,728$1.1M0.13%
112TRUIST FINL CORP89832Q10924,228$1.0M0.13%
113MCKESSON CORPMCK1,381$1.0M0.13%
114COLGATE PALMOLIVE COCL11,127$1.0M0.13%
115ALLEGION PLCALLE6,883$992,0080.12%
116UNILEVER PLCUNLYF16,133$986,8380.12%
117SELECT SECTOR SPDR TR81369Y50611,464$972,2380.12%
118INVESCO EXCH TRD SLF IDX FDIVZ45,543$965,5120.12%
119VANGUARD INDEX FDS9229087514,013$951,0010.12%
120VANGUARD INDEX FDS9229087692,999$911,5600.11%
121WELLS FARGO CO NEW94974610111,374$911,2950.11%
122NETFLIX INCNFLX673$901,2350.11%
123VANGUARD INDEX FDS9229087444,928$870,9750.11%
124ROYAL BK CDA7800871026,592$867,1780.11%
125THE CIGNA GROUP1255231002,592$856,8920.11%
126PROLOGIS INC.PLDGP7,968$837,6350.10%
127INGERSOLL RAND INCIR9,922$825,3120.10%
128NORFOLK SOUTHN CORP6558441083,205$820,3840.10%
129ILLINOIS TOOL WKS INC4523081093,131$774,1540.10%
130ISHARES TR4642871685,672$753,2990.09%
131ABBOTT LABSABLZF5,463$742,9580.09%
132VANGUARD TAX-MANAGED FDS92194385812,370$705,2140.09%
133HERSHEY COHSY4,216$699,5960.09%
134DISNEY WALT CO2546871065,611$695,7870.09%
135UNION PAC CORPUNP2,945$677,4780.08%
136TOLL BROTHERS INCTOL5,825$664,8080.08%
137SPDR S&P MIDCAP 400 ETF TRMDY1,173$664,4820.08%
138FIDELITY COVINGTON TRUST3160928083,334$657,4870.08%
139ISHARES INC46434G8228,551$641,0690.08%
140GENERAL DYNAMICS CORPGD2,189$638,3140.08%
141CARRIER GLOBAL CORPORATIONCARR8,603$629,6650.08%
142AVERY DENNISON CORPAVY3,561$624,8490.08%
143BROADCOM INCAVGO2,256$621,9050.08%
144KIMBERLY-CLARK CORPKMB4,818$621,1630.08%
145COCA COLA COKO8,769$620,4070.08%
146ISHARES TR4642878045,673$619,9790.08%
147MCDONALDS CORPMCD2,031$593,3980.07%
148SOUTHERN COSOMN6,454$592,6680.07%
149VANGUARD INTL EQUITY INDEX F92204285811,919$589,5140.07%
150TRAVELERS COMPANIES INCTRV2,160$577,7670.07%
151ISHARES TR46434V6218,100$517,9140.06%
152VANGUARD WORLD FD9219108732,213$497,7480.06%
153SCHWAB CHARLES CORPSCHW-PJ5,420$494,5570.06%
154M & T BK CORP55261F1042,453$475,8580.06%
155MASCO CORPMAS7,319$471,0740.06%
156VANGUARD INDEX FDS9229086291,633$456,8700.06%
157TOYOTA MOTOR CORPTOYOF2,632$453,3890.06%
158VANGUARD WHITEHALL FDS9219464063,357$447,5220.06%
159ISHARES TR4642876141,043$442,8370.06%
160GALLAGHER ARTHUR J & CO3635761091,381$442,0860.05%
161INVESCO EXCH TRD SLF IDX FDIVZ21,169$439,2570.05%
162TESLA INCTSLA1,365$433,6060.05%
163BROWN & BROWN INCBRO3,814$422,8590.05%
164SELECT SECTOR SPDR TR81369Y6057,863$411,7760.05%
165MORGAN STANLEYMS-PQ2,917$410,8890.05%
166TEXAS INSTRS INC8825081041,937$402,1570.05%
167PPG INDS INC6935061073,493$397,3760.05%
168SPDR SERIES TRUST78464A7632,899$393,4820.05%
169ISHARES TR46432F8424,682$390,8330.05%
170PRICE T ROWE GROUP INCTROW3,661$353,2530.04%
171VANGUARD WORLD FD92204A5041,391$345,4410.04%
172MARATHON PETE CORPMARA2,076$344,9160.04%
173VANGUARD WORLD FD92204A702519$344,2430.04%
174NEXTERA ENERGY INCNEE-PW4,862$337,4940.04%
175FIDELITY COVINGTON TRUST3160925014,546$336,5860.04%
176MOOG INCMOG-B1,800$325,7460.04%
177APPLIED MATLS INC0382221051,699$310,9460.04%
178QUEST DIAGNOSTICS INCDGX1,719$308,7150.04%
179BRISTOL-MYERS SQUIBB COCELG-RI6,626$306,7330.04%
180SELECT SECTOR SPDR TR81369Y4071,391$302,3070.04%
181ISHARES TR4642882734,074$296,0990.04%
182SYNOPSYS INCSNPS577$295,8170.04%
183FIDELITY COVINGTON TRUST3160926004,617$295,2740.04%
184AMERIPRISE FINL INC03076C106516$275,4050.03%
185SCHWAB STRATEGIC TR80852479710,115$268,0390.03%
186DIMENSIONAL ETF TRUST25434V7087,403$265,3240.03%
187AON PLCAON718$256,1540.03%
188CARDINAL HEALTH INCCAH1,510$253,6800.03%
189ISHARES TR4642874731,869$246,9700.03%
190PPL CORPPPLC7,232$245,0810.03%
191FIDELITY COMWLTH TR3159128083,000$240,3000.03%
192BROADRIDGE FINL SOLUTIONS IN11133T103935$227,2340.03%
193MCCORMICK & CO INCMKC-V2,980$225,9440.03%
194WATSCO INCWSO-B500$220,8100.03%
195NUCOR CORPNUE1,697$219,8920.03%
196CUMMINS INCCMI666$218,1150.03%
197LOCKHEED MARTIN CORPLMT461$213,5080.03%
198ZIMMER BIOMET HOLDINGS INCZBH2,326$212,1130.03%
199ISHARES TR4642877211,217$210,8700.03%
200FIDELITY COVINGTON TRUST3160927092,715$210,4940.03%
201EMERSON ELEC COEMR1,544$205,8660.03%
202VANGUARD INDEX FDS9229086111,026$200,0810.02%