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RWA

River Wealth Advisors Portfolio holdings

AUM $956M
1-Year Est. Return 26.56%
This Fund
S&P 500
This Quarter Est. Return
+15.69%
1 Year Est. Return
+26.56%
3 Year Est. Return
+80.32%
5 Year Est. Return
+91.2%
10 Year Est. Return
+318.44%
AUM
$956M
AUM Growth
+$85M
Cap. Flow
-$14.3M
Cap. Flow %
-1.5%
Top 10 Hldgs %
38.5%
Holding
221
New
16
Increased
53
Reduced
118
Closed
4

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$4.78M
2
MRVL icon
Marvell Technology
MRVL
+$2.11M
3
PANW icon
Palo Alto Networks
PANW
+$1.87M
4
CSCO icon
Cisco
CSCO
+$1.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.55M

Top Sells

Rank Stock Value
1
ACN icon
Accenture
ACN
+$12.9M
2
TMUS icon
T-Mobile US
TMUS
+$11.5M
3
CMG icon
Chipotle Mexican Grill
CMG
+$6.92M
4
CRM icon
Salesforce
CRM
+$6.12M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$663K

Sector Composition

Rank Sector Weight
1 Technology 20.2%
2 Financials 10.99%
3 Industrials 8%
4 Healthcare 7.02%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.51T
$54.5M 5.7%
188,343
+3,830
+2% +$1.1M
IWR icon
2
iShares Russell Mid-Cap ETF
IWR
$57.3B
$51.2M 5.35%
463,864
+13,704
+3% +$1.44M
NVDA icon
3
NVIDIA
NVDA
$5.16T
$44.9M 4.7%
224,298
+6,519
+3% +$1.34M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.65T
$37.3M 3.91%
104,472
+2,600
+3% +$936K
IVV icon
5
iShares Core S&P 500 ETF
IVV
$902B
$35.4M 3.7%
47,211
-238
-0.5% -$173K
MSFT icon
6
Microsoft
MSFT
$3.69T
$32.8M 3.44%
88,060
+3,755
+4% +$1.52M
VEU icon
7
Vanguard FTSE All-World ex-US ETF
VEU
$68.1B
$29M 3.04%
346,676
+18,907
+6% +$1.55M
XSMO icon
8
Invesco S&P SmallCap Momentum ETF
XSMO
$3.16B
$28.9M 3.03%
309,168
-5,022
-2% -$433K
SMLF icon
9
iShares US Small Cap Equity Factor ETF
SMLF
$4.27B
$28.1M 2.94%
315,394
-2,580
-0.8% -$215K
CWB icon
10
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.78B
$25.7M 2.69%
238,819
+1,683
+0.7% +$174K
IWM icon
11
iShares Russell 2000 ETF
IWM
$83.2B
$24.2M 2.54%
80,655
-2,358
-3% -$663K
LRCX icon
12
Lam Research
LRCX
$396B
$23.9M 2.5%
55,083
+4,805
+10% +$1.46M
JPM icon
13
JPMorgan Chase
JPM
$956B
$22.8M 2.38%
69,572
+448
+0.6% +$139K
AMZN icon
14
Amazon
AMZN
$2.99T
$22.1M 2.31%
92,713
+4,706
+5% +$1.18M
IEMG icon
15
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$18.6M 1.94%
224,173
+14,974
+7% +$1.19M
V icon
16
Visa
V
$690B
$18.5M 1.94%
53,928
+360
+0.7% +$116K
ETN icon
17
Eaton
ETN
$173B
$15.9M 1.66%
37,334
+20
+0.1% +$8.06K
BAC icon
18
Bank of America
BAC
$442B
$15.1M 1.58%
265,098
+1,225
+0.5% +$65.2K
LLY icon
19
Eli Lilly
LLY
$993B
$14.3M 1.49%
11,881
-175
-1% -$179K
TTWO icon
20
Take-Two Interactive
TTWO
$45.1B
$13.2M 1.39%
52,985
+1,581
+3% +$349K
CB icon
21
Chubb
CB
$134B
$12.8M 1.34%
37,691
-72
-0.2% -$23.5K
TJX icon
22
TJX Companies
TJX
$174B
$12.8M 1.34%
84,389
+1,428
+2% +$226K
MRK icon
23
Merck
MRK
$318B
$12.2M 1.28%
95,113
+2,011
+2% +$235K
COR icon
24
Cencora
COR
$59.3B
$11.9M 1.25%
42,089
-427
-1% -$123K
CAT icon
25
Caterpillar
CAT
$411B
$10.4M 1.09%
9,782
+288
+3% +$253K
1
2 3 4 5

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River Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, River Wealth Advisors held 221 positions worth $956M, up 9.8% from $871M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

River Wealth Advisors's Q2 2026 filing shows 16 new, 53 increased, 118 reduced and 4 closed positions. Its largest new stake was Marvell Technology: 10,505 shares worth $3.13M. The largest sale was Accenture, an estimated $12.9M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 19% a quarter earlier, followed by Financials and Industrials.

  • River Wealth Advisors's largest Q2 2026 buy was Marvell Technology: 10,505 shares worth $3.13M.
  • River Wealth Advisors added most to Broadcom in Q2 2026, an estimated $4.78M increase.
  • River Wealth Advisors's biggest Q2 2026 reduction was Accenture, cutting an estimated $12.9M.
  • River Wealth Advisors fully exited Salesforce in Q2 2026, selling an estimated $6.12M.
  • River Wealth Advisors's ten largest holdings make up 38% of its $956M portfolio in Q2 2026.
  • River Wealth Advisors opened 16 new positions and closed 4 in Q2 2026.
  • River Wealth Advisors's portfolio value rose 9.8% quarter-over-quarter to $956M.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.