Latest River Wealth Advisors LLC Stock Portfolio

River Wealth Advisors LLC Performance:

2025 Q4: 2.33%YTD: 11.64%2024: 12.22%

Performance for 2025 Q4 is 2.33%, and YTD is 11.64%, and 2024 is 12.22%.

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 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, River Wealth Advisors LLC reported an equity portfolio of $891.7 Millions as of 31 Dec, 2025.

The top stock holdings of River Wealth Advisors LLC are AAPL, IJR, NVDA. The fund has invested 5.7% of it's portfolio in APPLE INC and 4.6% of portfolio in ISHARES TR.

The fund managers got completely rid off MONDELEZ INTL INC (MDLZ), INVESCO EXCH TRD SLF IDX FD (BSAE) and TRUIST FINL CORP (TFC) stocks. They significantly reduced their stock positions in FIFTH THIRD BANCORP (FITB), AVERY DENNISON CORP (AVY) and SELECT SECTOR SPDR TR (XLB). River Wealth Advisors LLC opened new stock positions in BOEING CO (BA), UNILEVER PLC (UL) and PROSHARES TR (BIB). The fund showed a lot of confidence in some stocks as they added substantially to PPL CORP (PPL), BROADCOM INC (AVGO) and TESLA INC (TSLA).

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

Our best estimate is that River Wealth Advisors LLC made a return of 2.33% in the last quarter. In trailing 12 months, it's portfolio return was 11.64%.

Performance
S&P 500

New Buys

Ticker	$ Bought
boeing co	827,545
unilever plc	813,314
proshares tr	551,750
intuitive surgical inc	453,088
paychex inc	305,467
at&t inc	303,262
proshares tr	297,868
altria group inc	257,568

New stocks bought by River Wealth Advisors LLC

Additions

Ticker	% Inc.
ppl corp	102
broadcom inc	71.58
tesla inc	63.66
nextera energy inc	41.57
invesco exch trd slf idx fd	36.2
public svc enterprise grp in	32.67
ishares tr	32.26
ishares tr	31.21

Additions to existing portfolio by River Wealth Advisors LLC

Reductions

Ticker	% Reduced
fifth third bancorp	-80.73
avery dennison corp	-59.7
select sector spdr tr	-49.25
union pac corp	-43.6
mcdonalds corp	-41.9
unitedhealth group inc	-40.13
gallagher arthur j & co	-38.33
cisco sys inc	-31.92

River Wealth Advisors LLC reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-1,079,730
mondelez intl inc	-1,631,020
truist finl corp	-1,052,640
unilever plc	-925,758
ishares tr	-297,367
zimmer biomet holdings inc	-210,253
broadridge finl solutions in	-222,928
labcorp holdings inc	-203,813

River Wealth Advisors LLC got rid off the above stocks

Sector Distribution

River Wealth Advisors LLC has about 34.7% of it's holdings in Others sector.

Sector	%
Others	34.7
Technology	20.8
Financial Services	10.4
Communication Services	7.8
Industrials	7
Healthcare	5.8
Consumer Cyclical	5.7
Consumer Defensive	2.9
Energy	2
Utilities	1.2
Basic Materials	1.2

Market Cap. Distribution

River Wealth Advisors LLC has about 66.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	41.6
UNALLOCATED	33
LARGE-CAP	24.5

Stocks belong to which Index?

About 63.7% of the stocks held by River Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	63.7
Others	36.1

Top 5 Winners (%)		%
XLB	select sector spdr tr	77.9 %
LLY	eli lilly & co	40.1 %
GOOG	alphabet inc	28.3 %
GOOG	alphabet inc	28.2 %
FCX	freeport-mcmoran inc	28.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	7.6 M
LLY	eli lilly & co	3.9 M
AAPL	apple inc	3.2 M
LRCX	lam research corp	2.1 M
MRK	merck & co inc	1.9 M

Top 5 Losers (%)		%
ORCL	oracle corp	-30.4 %
NFLX	netflix inc	-21.8 %
KMB	kimberly-clark corp	-18.4 %
NOW	servicenow inc	-15.4 %
TMUS	t-mobile us inc	-15.0 %

Top 5 Losers ($)		$
ORCL	oracle corp	-3.1 M
MSFT	microsoft corp	-2.8 M
TMUS	t-mobile us inc	-2.4 M
ETN	eaton corp plc	-1.9 M
NOW	servicenow inc	-1.3 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 208 stocks in it's portfolio. About 37.8% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for River Wealth Advisors LLC last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.67	185,954	50,553,300	reduced	-0.03

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.38	14,872	3,398,080	reduced	-1.64

ABC	cencora inc	1.66	43,919	14,833,500	added	2.36

ABT	abbott labs	0.08	5,387	674,965	added	2.14

ACN	accenture plc ireland	2.03	67,385	18,079,400	added	12.51

ACWF	ishares tr	3.03	360,566	26,999,200	added	5.01

ACWF	ishares tr	0.62	108,095	5,480,430	reduced	-6.65

ACWF	ishares tr	0.10	12,195	846,577	reduced	-7.63

ADP	automatic data processing in	0.10	3,412	877,586	reduced	-1.56

AJG	gallagher arthur j & co	0.02	843	218,160	reduced	-38.33

ALLE	allegion plc	0.12	6,821	1,086,070	reduced	-0.64

AMAT	applied matls inc	0.05	1,884	484,042	added	1.45

AMGN	amgen inc	0.50	13,678	4,477,080	added	1.05

AMP	ameriprise finl inc	0.03	500	245,170	reduced	-3.29

AMZN	amazon com inc	2.23	86,337	19,928,200	added	4.19

ANTX	elevance health inc formerly	0.16	4,095	1,435,500	reduced	-15.01

AON	aon plc	0.03	698	246,311	reduced	-2.79

APD	air prods & chems inc	0.36	13,022	3,216,690	reduced	-13.66

ARW	arrow electrs inc	0.05	4,375	482,038	reduced	-13.45