Latest River Wealth Advisors LLC Stock Portfolio
River Wealth Advisors LLC Performance:
2025 Q3: 4.76%YTD: 6.69%2024: 13.89%
Performance for 2025 Q3 is 4.76%, and YTD is 6.69%, and 2024 is 13.89%.
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 06-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $896.6 Millions. In it's latest 13F Holdings report, River Wealth Advisors LLC reported an equity portfolio of $855.3 Millions as of 30 Sep, 2025.
The top stock holdings of River Wealth Advisors LLC are AAPL, MSFT, NVDA. The fund has invested 5.5% of it's portfolio in APPLE INC and 5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off LULULEMON ATHLETICA INC (LULU), CONSTELLATION BRANDS INC (STZ) and CARDINAL HEALTH INC (CAH) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ARROW ELECTRS INC (ARW) and ELEVANCE HEALTH INC FORMERLY (ELV). River Wealth Advisors LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD WORLD FD (VAW) and L3HARRIS TECHNOLOGIES INC (LHX). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), ISHARES TR (ACWF) and DIGITAL RLTY TR INC (DLR).
The top stock holdings of River Wealth Advisors LLC are AAPL, MSFT, NVDA. The fund has invested 5.5% of it's portfolio in APPLE INC and 5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off LULULEMON ATHLETICA INC (LULU), CONSTELLATION BRANDS INC (STZ) and CARDINAL HEALTH INC (CAH) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ARROW ELECTRS INC (ARW) and ELEVANCE HEALTH INC FORMERLY (ELV). River Wealth Advisors LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), VANGUARD WORLD FD (VAW) and L3HARRIS TECHNOLOGIES INC (LHX). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), ISHARES TR (ACWF) and DIGITAL RLTY TR INC (DLR).
River Wealth Advisors LLC Annual Return Estimates Vs S&P 500
Our best estimate is that River Wealth Advisors LLC made a return of 4.76% in the last quarter. In trailing 12 months, it's portfolio return was 6.38%.
New Buys
| Ticker | $ Bought |
|---|---|
| schwab strategic tr | 626,820 |
| schwab strategic tr | 292,560 |
| vanguard world fd | 215,890 |
| l3harris technologies inc | 209,512 |
| ishares tr | 206,746 |
| labcorp holdings inc | 203,813 |
| nuveen pfd & income opportun | 120,442 |
New stocks bought by River Wealth Advisors LLC
Additions
| Ticker | % Inc. |
|---|---|
| walmart inc | 268 |
| ishares tr | 62.99 |
| digital rlty tr inc | 32.8 |
| public svc enterprise grp in | 32.49 |
| merck & co inc | 24.09 |
| invesco exch trd slf idx fd | 22.88 |
| cameco corp | 22.33 |
| servicenow inc | 22.24 |
Additions to existing portfolio by River Wealth Advisors LLC
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group inc | -84.39 |
| arrow electrs inc | -63.75 |
| elevance health inc formerly | -59.54 |
| fedex corp | -55.5 |
| fidelity covington trust | -20.12 |
| fidelity covington trust | -16.92 |
| select sector spdr tr | -15.26 |
| berkshire hathaway inc del | -13.68 |
River Wealth Advisors LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| lululemon athletica inc | -5,856,020 |
| constellation brands inc | -3,368,690 |
| mccormick & co inc | -225,944 |
| fidelity covington trust | -210,494 |
| cardinal health inc | -253,680 |
| vanguard index fds | -200,081 |
River Wealth Advisors LLC got rid off the above stocks
Sector Distribution
River Wealth Advisors LLC has about 35.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 35.1 |
| Technology | 21.4 |
| Financial Services | 10.4 |
| Communication Services | 7.3 |
| Industrials | 7.2 |
| Consumer Cyclical | 5.7 |
| Healthcare | 4.9 |
| Consumer Defensive | 3 |
| Energy | 2.1 |
| Basic Materials | 1.3 |
Market Cap. Distribution
River Wealth Advisors LLC has about 66.2% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 41.3 |
| UNALLOCATED | 33.6 |
| LARGE-CAP | 24.9 |
Stocks belong to which Index?
About 63.3% of the stocks held by River Wealth Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 63.3 |
| Others | 36.5 |
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 203 stocks in it's portfolio. About 38% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for River Wealth Advisors LLC last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.54 | 186,012 | 47,364,300 | reduced | -0.85 | ||
| AAXJ | ishares tr | 0.04 | 3,876 | 297,367 | reduced | -4.86 | ||
| ABBV | abbvie inc | 0.41 | 15,120 | 3,500,770 | reduced | -0.94 | ||
| ABC | cencora inc | 1.57 | 42,905 | 13,409,200 | added | 6.38 | ||
| ABT | abbott labs | 0.08 | 5,274 | 706,429 | reduced | -3.46 | ||
| ACN | accenture plc ireland | 1.73 | 59,895 | 14,770,100 | added | 6.12 | ||
| ACWF | ishares tr | 2.98 | 343,369 | 25,529,500 | added | 4.47 | ||
| ACWF | ishares tr | 0.69 | 115,798 | 5,885,990 | reduced | -4.31 | ||
| ACWF | ishares tr | 0.10 | 13,202 | 898,793 | added | 62.99 | ||
| ADP | automatic data processing in | 0.12 | 3,466 | 1,017,270 | reduced | -2.37 | ||
| AJG | gallagher arthur j & co | 0.05 | 1,367 | 423,415 | reduced | -1.01 | ||
| ALLE | allegion plc | 0.14 | 6,865 | 1,217,540 | reduced | -0.26 | ||
| AMAT | applied matls inc | 0.04 | 1,857 | 380,101 | added | 9.3 | ||
| AMGN | amgen inc | 0.45 | 13,536 | 3,819,980 | reduced | -1.13 | ||
| AMP | ameriprise finl inc | 0.03 | 517 | 253,977 | added | 0.19 | ||
| AMZN | amazon com inc | 2.13 | 82,863 | 18,194,100 | added | 2.85 | ||
| AON | aon plc | 0.03 | 718 | 256,025 | unchanged | 0.00 | ||
| APD | air prods & chems inc | 0.48 | 15,083 | 4,113,540 | reduced | -4.5 | ||
| ARW | arrow electrs inc | 0.07 | 5,055 | 611,655 | reduced | -63.75 | ||
| AVGO | broadcom inc | 0.10 | 2,519 | 831,090 | added | 11.66 | ||