Latest River Wealth Advisors LLC Stock Portfolio

$870Million– No. of Holdings #205

River Wealth Advisors LLC Performance:

2026 Q1: -3.17%YTD: -3.17%2025: 11.64%

Performance for 2026 Q1 is -3.17%, and YTD is -3.17%, and 2025 is 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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, River Wealth Advisors LLC reported an equity portfolio of $870.8 Millions as of 31 Mar, 2026.

The top stock holdings of River Wealth Advisors LLC are AAPL, IJR, NVDA. The fund has invested 5.4% of it's portfolio in APPLE INC and 5% of portfolio in ISHARES TR.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), AT&T INC (T) and GALLAGHER ARTHUR J & CO (AJG) stocks. They significantly reduced their stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), INTUITIVE SURGICAL INC (ISRG) and TARGA RES CORP (TRGP). River Wealth Advisors LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), TRUIST FINL CORP (TFC) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRD SLF IDX FD (IIGD), ISHARES INC (EMGF) and SERVICENOW INC (NOW).

River Wealth Advisors LLC Equity Portfolio Value

Last Reported on: 13 May, 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 -3.17% in the last quarter. In trailing 12 months, it's portfolio return was 12.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exchange traded fd t	4,916,800
truist finl corp	370,370
schwab strategic tr	245,129
ishares gold tr	225,249
entergy corp new	202,923
ametek inc	200,856

New stocks bought by River Wealth Advisors LLC

Additions

Ticker	% Inc.
invesco exch trd slf idx fd	328
invesco exch trd slf idx fd	107
invesco exch trd slf idx fd	44.48
ishares inc	43.92
invesco exch trd slf idx fd	38.32
servicenow inc	33.55
vanguard intl equity index f	31.78
caterpillar inc	23.91

Additions to existing portfolio by River Wealth Advisors LLC

Reductions

Ticker	% Reduced
invesco exch trd slf idx fd	-45.72
intuitive surgical inc	-40.12
invesco exch trd slf idx fd	-28.48
targa res corp	-25.56
conocophillips	-20.13
chevron corporation	-18.28
prologis inc.	-17.26
texas instrs inc	-15.98

River Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-640,090
at&t inc	-303,262
schwab strategic tr	-229,549
brown & brown inc	-214,712
vanguard index fds	-210,468
ishares tr	-200,755
blackstone inc	-200,074
gallagher arthur j & co	-218,160

River Wealth Advisors LLC got rid off the above stocks

Sector Distribution

River Wealth Advisors LLC has about 36.1% of it's holdings in Others sector.

Others
Technology
Financial Services
Industrials
Communication Services
Consumer Cyclical
Healthcare
Consumer Defensive
Energy
Basic Materials
Utilities

Sector	%
Others	36.1
Technology	18.9
Financial Services	9.7
Industrials	7.8
Communication Services	7.3
Consumer Cyclical	5.8
Healthcare	5.7
Consumer Defensive	3.3
Energy	2.3
Basic Materials	1.4
Utilities	1.1

Market Cap. Distribution

River Wealth Advisors LLC has about 64.6% of it's portfolio invested in the large-cap and mega-cap stocks.

MEGA-CAP
UNALLOCATED
LARGE-CAP

Category	%
MEGA-CAP	40
UNALLOCATED	34.6
LARGE-CAP	24.6

Stocks belong to which Index?

About 62.4% 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 500	62.4
Others	37.4

Top 5 Winners (%)		%
MPC	marathon pete corp	49.5 %
XOM	exxon mobil corp	39.0 %
PSX	phillips 66	38.7 %
COP	conocophillips	36.9 %
XLB	select sector spdr tr	36.2 %

Top 5 Winners ($)		$
LRCX	lam research corp	2.2 M
CVX	chevron corporation	1.8 M
XOM	exxon mobil corp	1.6 M
TRGP	targa res corp	1.5 M
ETN	eaton corp plc	1.4 M

Top 5 Losers (%)		%
CRM	salesforce inc	-29.4 %
NOW	servicenow inc	-28.9 %
ACN	accenture plc ireland	-25.0 %
ORCL	oracle corp	-24.3 %
COF	capital one finl corp	-24.2 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-9.4 M
ACN	accenture plc ireland	-5.0 M
AAPL	apple inc	-3.3 M
TTWO	take-two interactive softwar	-2.9 M
GOOG	alphabet inc	-2.7 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 205 stocks in it's portfolio. About 36.1% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for River Wealth Advisors LLC last quarter.

Last Reported on: 13 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.38	184,513	46,827,500	reduced	-0.77

ABBV	abbvie inc	0.34	13,717	2,983,290	reduced	-7.77

ABC	cencora inc	1.53	42,516	13,355,900	reduced	-3.19

ABT	abbott laboratories	0.06	5,328	547,049	reduced	-1.1

ACN	accenture plc ireland	1.74	76,204	15,110,500	added	13.09

ACWF	ishares tr	2.76	317,974	24,003,800	reduced	-11.81

ACWF	ishares tr	0.60	103,130	5,207,040	reduced	-4.59

ACWF	ishares tr	0.10	12,195	855,846	unchanged	0.00

ADP	automatic data processing in	0.08	3,591	729,527	added	5.25

AJG	gallagher arthur j & co	0.00	0.00	0.00	sold off	-100

ALLE	allegion plc	0.11	6,502	944,706	reduced	-4.68

AMAT	applied matls inc	0.07	1,908	651,966	added	1.27

AME	ametek inc	0.02	937	200,856	new

AMGN	amgen inc	0.54	13,239	4,658,290	reduced	-3.21

AMP	ameriprise finl inc	0.03	503	223,534	added	0.6

AMZN	amazon com inc	2.10	88,007	18,329,100	added	1.93

ANTX	elevance health inc formerly	0.12	3,551	1,039,560	reduced	-13.28

AON	aon plc	0.03	701	226,269	added	0.43

APD	air products and chemicals i	0.41	12,306	3,574,770	reduced	-5.5

ARW	arrow electrs inc	0.07	4,375	627,419	unchanged	0.00