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
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | SERVICENOW INC | NOW | +38,848 | +$6.0M | -$5.7M |
| ADD | ACCENTURE PLC IRELAND | ACN | +7,490 | +$2.0M | +$1.3M |
| REDUCE | FIFTH THIRD BANCORP | FITBP | -42,688 | -$2.0M | +$119,513 |
| ADD | ISHARES TR | 464287499 | +18,630 | +$1.8M | -$115,215 |
| EXITED | MONDELEZ INTL INC | 609207105 | -26,109 | -$1.6M | $0 |
| ADD | INVESCO EXCHANGE TRADED FD T | IVZ | +19,639 | +$1.4M | -$525,717 |
| ADD | PEPSICO INC | PEP | +9,463 | +$1.4M | +$159,486 |
| ADD | BANK AMERICA CORP | 060505104 | +23,453 | +$1.3M | +$805,081 |
| ADD | ISHARES TR | 46434V290 | +17,197 | +$1.3M | +$181,989 |
| ADD | MERCK & CO INC | MRK | +11,915 | +$1.3M | +$1.7M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025208 pos · $891.7M
- 13F HOLDINGS REPORTQ/E Sep 2025203 pos · $855.3M
- 13F HOLDINGS REPORTQ/E Jun 2025202 pos · $804.5M
- 13F HOLDINGS REPORTQ/E Mar 2025197 pos · $719.5M
- 13F HOLDINGS REPORTQ/E Dec 2024207 pos · $754.4M
- 13F HOLDINGS REPORTQ/E Sep 2024209 pos · $750.2M
- 13F HOLDINGS REPORTQ/E Jun 2024193 pos · $697.2M
- 13F HOLDINGS REPORTQ/E Mar 2024209 pos · $687.9M
- 13F HOLDINGS REPORTQ/E Dec 2023200 pos · $559.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 185,954 | $50.6M | 7.07% |
| 2 | ISHARES TR | 464287499 | 430,189 | $41.4M | 5.80% |
| 3 | NVIDIA CORPORATION | NVDA | 216,783 | $40.4M | 5.66% |
| 4 | MICROSOFT CORP | MSFT | 81,133 | $39.2M | 5.49% |
| 5 | ISHARES TR | 464287200 | 51,874 | $35.5M | 4.97% |
| 6 | ALPHABET INC | GOOG | 106,769 | $33.4M | 4.68% |
| 7 | ISHARES TR | 46434V290 | 360,566 | $27.0M | 3.78% |
| 8 | INVESCO EXCHANGE TRADED FD T | IVZ | 356,629 | $25.7M | 3.59% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 68,992 | $22.2M | 3.11% |
| 10 | ISHARES TR | 464287655 | 86,270 | $21.2M | 2.97% |
| 11 | SPDR SERIES TRUST | 78464A359 | 235,278 | $21.0M | 2.94% |
| 12 | AMAZON COM INC | AMZN | 86,337 | $19.9M | 2.79% |
| 13 | VISA INC | V | 52,948 | $18.6M | 2.60% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042775 | 248,722 | $18.3M | 2.56% |
| 15 | ACCENTURE PLC IRELAND | ACN | 67,385 | $18.1M | 2.53% |
| 16 | CENCORA INC | COR | 43,919 | $14.8M | 2.08% |
| 17 | BANK AMERICA CORP | 060505104 | 259,550 | $14.3M | 2.00% |
| 18 | ELI LILLY & CO | LLY | 12,666 | $13.6M | 1.90% |
| 19 | T-MOBILE US INC | TMUSZ | 65,878 | $13.4M | 1.87% |
| 20 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 46,690 | $12.0M | 1.67% |