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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%

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. <br><br> 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. <br><br> 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
$870Million
  as of May 13, 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 t4,916,800
truist finl corp370,370
schwab strategic tr245,129
ishares gold tr225,249
entergy corp new202,923
ametek inc200,856
New stocks bought by River Wealth Advisors LLC

Additions

Ticker% Inc.
invesco exch trd slf idx fd328
invesco exch trd slf idx fd107
invesco exch trd slf idx fd44.48
ishares inc43.92
invesco exch trd slf idx fd38.32
servicenow inc33.55
vanguard intl equity index f31.78
caterpillar inc23.91
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%
Others36.1
Technology18.9
Financial Services9.7
Industrials7.8
Communication Services7.3
Consumer Cyclical5.8
Healthcare5.7
Consumer Defensive3.3
Energy2.3
Basic Materials1.4
Utilities1.1

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-CAP40
UNALLOCATED34.6
LARGE-CAP24.6

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 50062.4
Others37.4
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.

$870.76MTotal Value
214Positions
13 May, 2026Last Reported
Current holdings of Current Stock Holdings of River Wealth Advisors LLC, last reported on 13 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
River Wealth Advisors LLC's holding in Ishares Tr over time
2.76%317,974
$24.00M
2.76%
decreased 11.81 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
River Wealth Advisors LLC's holding in Ishares Tr over time
0.6%103,130
$5.21M
0.6%
decreased 4.59 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
River Wealth Advisors LLC's holding in Ishares Tr over time
0.1%12,195
$855.8K
0.1%
unchanged 0 percentunchanged