§ 13F · FUND PROFILE
River Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $855M (13F)Positions · 203Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 185K | $47M | 5.4% | −1% |
| 2 | IWR | ISHARES TR | 450K | $44M | 5.0% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 218K | $38M | 4.4% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 84K | $31M | 3.6% | +4% |
| 5 | IVV | ISHARES TR | 47K | $31M | 3.6% | −9% |
| 6 | GOOGL | ALPHABET INC | 102K | $29M | 3.4% | −5% |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | 328K | $25M | 2.8% | +32% |
| 8 | SMLF | ISHARES TR | 318K | $24M | 2.8% | −12% |
| 9 | XSMO | INVESCO EXCHANGE TRADED FD T | 314K | $24M | 2.7% | −12% |
| 10 | CWB | SPDR SERIES TRUST | 237K | $22M | 2.5% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVER SIGNAL
AC read
River Wealth Advisors LLC is a Other fund managing $855 million in assets. The fund runs a broad portfolio of 203 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed