§ 13F · FUND PROFILE
River Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $804.5T (13F)Positions · 202Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 186K | $50.6T | 5.7% | ±0% |
| 2 | IWR | ISHARES TR | 430K | $41.4T | 4.6% | +5% |
| 3 | NVDA | NVIDIA CORPORATION | 217K | $40.4T | 4.5% | −1% |
| 4 | MSFT | MICROSOFT CORP | 81K | $39.2T | 4.4% | −1% |
| 5 | IVV | ISHARES TR | 52K | $35.5T | 4.0% | ±0% |
| 6 | GOOGL | ALPHABET INC | 107K | $33.4T | 3.7% | −3% |
| 7 | SMLF | ISHARES TR | 361K | $27.0T | 3.0% | +5% |
| 8 | XSMO | INVESCO EXCHANGE TRADED FD T | 357K | $25.7T | 2.9% | +6% |
| 9 | JPM | JPMORGAN CHASE & CO. | 69K | $22.2T | 2.5% | +2% |
| 10 | IWM | ISHARES TR | 86K | $21.2T | 2.4% | ±0% |
§ 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 $804492.7 trillion in assets. The fund runs a broad portfolio of 202 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed