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Latest River Wealth Advisors LLC Stock Portfolio

$1.83Billion | No. of Holdings #222

River Wealth Advisors LLC Performance

2026 Q2+3.92%
YTD+0.63%
2025+11.64%

About River Wealth Advisors LLC and 13F Hedge Fund Stock Holdings

River Wealth Advisors LLC is a hedge fund based in Camp Hill, PA. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, River Wealth Advisors LLC reported an equity portfolio of $1.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of River Wealth Advisors LLC are AAPL, IJR, NVDA. The fund has invested 5.6% of it's portfolio in APPLE INC and 5.2% of portfolio in ISHARES TR. <br><br> River Wealth Advisors LLC opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), PALO ALTO NETWORKS INC (PANW) and MCCORMICK & CO INC (MKC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and BROADCOM INC (AVGO).
River Wealth Advisors LLC Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$1.83Billion
  as of Aug 04, 2026

River Wealth Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that River Wealth Advisors LLC made a return of 3.92% in the last quarter. In trailing 12 months, it's portfolio return was 9.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc3,129,340
palo alto networks inc2,788,520
mccormick & co inc784,284
honeywell intl inc614,340
honeywell aerospace inc607,086
intel corp373,772
micron technology inc352,347
advanced micro devices inc273,028
New stocks bought by River Wealth Advisors LLC

Additions

Ticker% Inc.
vanguard world fd813
vanguard index fds555
vanguard index fds399
broadcom inc370
ishares tr349
mcdonalds corp246
cisco sys inc231
netflix inc.208
Additions to existing portfolio by River Wealth Advisors LLC

Reductions

None of the existing positions were reduced by River Wealth Advisors LLC

Sold off

None of the stocks were completely sold off by River Wealth Advisors LLC

Sector Distribution

River Wealth Advisors LLC has about 36.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Utilities
Sector%
Others36.7
Technology19.3
Financial Services9.9
Industrials7.9
Communication Services6.9
Healthcare5.8
Consumer Cyclical5.5
Consumer Defensive3.1
Energy2.1
Basic Materials1.3
Utilities1.1

Market Cap. Distribution

River Wealth Advisors LLC has about 63.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP39.9
UNALLOCATED35.5
LARGE-CAP23.9

Stocks belong to which Index?

About 61.5% of the stocks held by River Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50061.5
Others38.3
Top 5 Winners (%)%
AMAT
applied matls inc
37.2 %
LRCX
lam research corp
34.8 %
BIB
proshares tr
32.7 %
EET
proshares tr
31.6 %
CSCO
cisco sys inc
20.8 %
Top 5 Winners ($)$
LRCX
lam research corp
8.9 M
GOOG
alphabet inc
5.4 M
AAPL
apple inc
5.0 M
IJR
ishares tr
4.5 M
NVDA
nvidia corporation
4.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-61.0 %
VB
vanguard index fds
-55.1 %
VB
vanguard index fds
-44.9 %
IJR
ishares tr
-42.9 %
NFLX
netflix inc.
-12.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-4.1 M
VAW
vanguard world fd
-1.4 M
ABC
cencora inc
-1.0 M
PEP
pepsico inc
-0.9 M
CVX
chevron corporation
-0.9 M

River Wealth Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of River Wealth Advisors LLC

River Wealth Advisors LLC has 222 stocks in it's portfolio. About 37.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for River Wealth Advisors LLC last quarter.

$1.83BTotal Value
222Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of River Wealth Advisors LLC, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
River Wealth Advisors LLC's holding in Ishares Tr over time
2.85%633,368
$52.12M
2.85%
increased 99.19 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
River Wealth Advisors LLC's holding in Ishares Tr over time
0.54%196,942
$9.93M
0.54%
increased 90.96 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
River Wealth Advisors LLC's holding in Ishares Tr over time
0.1%23,710
$1.73M
0.1%
increased 94.42 percentadded