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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

Institutional Manager · CIK 0001642570

River Wealth Advisors LLC

CAMP HILL, PA · File #028-16908

Latest AUM
$891.7M
Positions
208
Top-10 Concentration
47.1%
Filings
12

Sector Allocation

Technology
20.4%$182.4M
Financials
10.3%$91.5M
Healthcare
7.0%$62.8M
Industrials
5.1%$45.6M
Energy
2.4%$21.6M
Materials
0.8%$7.3M
Utilities
0.8%$6.8M
Real Estate
0.1%$1.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL185,954$50.6M7.07%
2ISHARES TR464287499430,189$41.4M5.80%
3NVIDIA CORPORATIONNVDA216,783$40.4M5.66%
4MICROSOFT CORPMSFT81,133$39.2M5.49%
5ISHARES TR46428720051,874$35.5M4.97%
6ALPHABET INCGOOG106,769$33.4M4.68%
7ISHARES TR46434V290360,566$27.0M3.78%
8INVESCO EXCHANGE TRADED FD TIVZ356,629$25.7M3.59%
9JPMORGAN CHASE & CO.VYLD68,992$22.2M3.11%
10ISHARES TR46428765586,270$21.2M2.97%
11SPDR SERIES TRUST78464A359235,278$21.0M2.94%
12AMAZON COM INCAMZN86,337$19.9M2.79%
13VISA INCV52,948$18.6M2.60%
14VANGUARD INTL EQUITY INDEX F922042775248,722$18.3M2.56%
15ACCENTURE PLC IRELANDACN67,385$18.1M2.53%
16CENCORA INCCOR43,919$14.8M2.08%
17BANK AMERICA CORP060505104259,550$14.3M2.00%
18ELI LILLY & COLLY12,666$13.6M1.90%
19T-MOBILE US INCTMUSZ65,878$13.4M1.87%
20TAKE-TWO INTERACTIVE SOFTWARTTWO46,690$12.0M1.67%