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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 Miscellaneous 34%
2 Technology 20.2%
3 Financials 10.99%
4 Industrials 8%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SYK icon
26
Stryker
SYK
$109B
$9.24M 0.97%
29,350
+2,048
+8% +$645K
BLK icon
27
Blackrock
BLK
$161B
$8.51M 0.89%
8,848
+79
+0.9% +$81.7K
PEP icon
28
PepsiCo
PEP
$183B
$8.39M 0.88%
61,985
+1,099
+2% +$164K
DE icon
29
Deere & Co
DE
$181B
$7.85M 0.82%
12,370
-238
-2% -$138K
WM icon
30
Waste Management
WM
$85.5B
$7.5M 0.78%
33,652
+308
+0.9% +$68.5K
WMT icon
31
Walmart Inc
WMT
$853B
$7.48M 0.78%
66,044
+1,748
+3% +$217K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.15T
$7.4M 0.77%
20,957
-363
-2% -$130K
TT icon
33
Trane Technologies
TT
$92.8B
$6.88M 0.72%
14,007
-239
-2% -$112K
NOW icon
34
ServiceNow
NOW
$145B
$6.39M 0.67%
64,380
+2,578
+4% +$255K
COST icon
35
Costco
COST
$396B
$6.23M 0.65%
6,656
-130
-2% -$130K
AVGO icon
36
Broadcom
AVGO
$1.62T
$6.17M 0.65%
16,331
+11,928
+271% +$4.78M
RSP icon
37
Invesco S&P 500 Equal Weight ETF
RSP
$97.5B
$5.95M 0.62%
27,976
+2,357
+9% +$482K
FCX icon
38
Freeport-McMoran
FCX
$99.4B
$5.52M 0.58%
87,700
-1,099
-1% -$70.6K
MA icon
39
Mastercard
MA
$497B
$5.41M 0.57%
10,542
-302
-3% -$151K
CSL icon
40
Carlisle Companies
CSL
$12.6B
$5.27M 0.55%
14,518
-442
-3% -$155K
TRGP icon
41
Targa Resources
TRGP
$61.1B
$5.22M 0.55%
19,457
+50
+0.3% +$12.8K
ORCL icon
42
Oracle
ORCL
$433B
$4.94M 0.52%
33,722
-866
-3% -$157K
CVX icon
43
Chevron
CVX
$415B
$4.87M 0.51%
29,369
+370
+1% +$68.9K
AMGN icon
44
Amgen
AMGN
$203B
$4.76M 0.5%
13,155
-84
-0.6% -$28.8K
SLQD icon
45
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.43B
$4.73M 0.49%
93,812
-9,318
-9% -$469K
QQQ icon
46
Invesco QQQ Trust
QQQ
$474B
$4.68M 0.49%
6,349
-18
-0.3% -$12.4K
IJH icon
47
iShares Core S&P Mid-Cap ETF
IJH
$121B
$4.62M 0.48%
59,871
-1,172
-2% -$86K
XOM icon
48
ExxonMobil
XOM
$672B
$4.42M 0.46%
32,294
+1,337
+4% +$200K
CEG icon
49
Constellation Energy
CEG
$92B
$4.33M 0.45%
17,448
-463
-3% -$130K
CCJ icon
50
Cameco
CCJ
$39.6B
$4.27M 0.45%
41,915
-718
-2% -$80.5K
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 Miscellaneous at 34% of assets, up from 32% a quarter earlier, followed by Technology and Financials.

  • 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.