River Wealth Advisors LLC
CIK 1642570
13F filing for Q2 2026・No. 2,657
- Holdings
- US$955.73M
- Quarter change
- +US$84.98M
- Entries
- 217
- Net bought (estimate)
- −US$6.24M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 5
- Cut 117
- Added 53
- Corporate actions 2
- Unchanged 30
Largest holdings
217 stocks worth US$955.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Added | 188,343 | US$54.5M | 5.70% |
| ISHARES TRRUS MID CAP ETF | Added | 463,864 | US$51.17M | 5.35% |
| NVDANvidiaCOM | Added | 224,298 | US$44.88M | 4.70% |
| GOOGLAlphabetCAP STK CL A | Added | 104,472 | US$37.34M | 3.91% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 47,211 | US$35.36M | 3.70% |
| MSFTMicrosoftCOM | Added | 88,060 | US$32.85M | 3.44% |
| VANGUARD INTL EQUITY INDEX FALLWRLD EX US | Added | 346,676 | US$29.03M | 3.04% |
| INVESCO EXCHANGE TRADED FD TS&P SMLCP MOMENT | Cut | 309,168 | US$28.95M | 3.03% |
| ISHARES TRUS SML CAP EQT | Cut | 315,394 | US$28.11M | 2.94% |
| SPDR SERIES TRUSTST STR CONV ETF | Added | 238,819 | US$25.75M | 2.69% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.