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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
IJJ icon
51
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.5B
$4.21M 0.44%
28,497
-207
-0.7% -$29.3K
DLR icon
52
Digital Realty Trust
DLR
$67.2B
$4.08M 0.43%
22,713
+781
+4% +$150K
RTX icon
53
RTX Corp
RTX
$265B
$3.82M 0.4%
20,136
-109
-0.5% -$20K
PH icon
54
Parker-Hannifin
PH
$116B
$3.74M 0.39%
3,824
-80
-2% -$73.3K
PHM icon
55
Pultegroup
PHM
$22.4B
$3.7M 0.39%
26,978
-125
-0.5% -$15.2K
VXF icon
56
Vanguard Extended Market ETF
VXF
$30.5B
$3.65M 0.38%
14,844
-355
-2% -$81.4K
PNC icon
57
PNC Financial Services
PNC
$92.4B
$3.53M 0.37%
14,352
– –
APD icon
58
Air Products & Chemicals
APD
$63.9B
$3.53M 0.37%
12,050
-256
-2% -$74.5K
TEL icon
59
TE Connectivity
TEL
$58.5B
$3.47M 0.36%
17,195
-35
-0.2% -$7.46K
COF icon
60
Capital One
COF
$125B
$3.45M 0.36%
17,183
-411
-2% -$78.6K
JNJ icon
61
Johnson & Johnson
JNJ
$644B
$3.44M 0.36%
13,550
-106
-0.8% -$24.7K
TTEK icon
62
Tetra Tech
TTEK
$9.34B
$3.36M 0.35%
116,271
-16,989
-13% -$499K
ABBV icon
63
AbbVie
ABBV
$464B
$3.35M 0.35%
13,328
-389
-3% -$83.7K
PEG icon
64
Public Service Enterprise Group
PEG
$35.1B
$3.24M 0.34%
39,894
+2,506
+7% +$200K
CSCO icon
65
Cisco
CSCO
$425B
$3.2M 0.34%
27,271
+15,482
+131% +$1.62M
SCHM icon
66
Schwab US Mid-Cap ETF
SCHM
$14.5B
$3.17M 0.33%
86,029
-4,442
-5% -$153K
GS icon
67
Goldman Sachs
GS
$273B
$3.14M 0.33%
3,105
-69
-2% -$67.3K
MRVL icon
68
Marvell Technology
MRVL
$206B
$3.13M 0.33%
+10,505
New +$2.11M
LIN icon
69
Linde
LIN
$213B
$2.83M 0.3%
5,445
-67
-1% -$33.9K
PANW icon
70
Palo Alto Networks
PANW
$307B
$2.79M 0.29%
+8,177
New +$1.87M
VBK icon
71
Vanguard Morningstar Small-Cap Growth ETF
VBK
$22.7B
$2.74M 0.29%
7,482
-188
-2% -$64K
IWB icon
72
iShares Russell 1000 ETF
IWB
$48.2B
$2.6M 0.27%
6,359
-39
-0.6% -$15.5K
HD icon
73
Home Depot
HD
$302B
$2.5M 0.26%
7,095
-92
-1% -$29.9K
LOW icon
74
Lowe's Companies
LOW
$109B
$2.43M 0.25%
11,005
-150
-1% -$34.1K
SPY icon
75
State Street SPDR S&P 500 ETF Trust
SPY
$795B
$2.26M 0.24%
3,026
-388
-11% -$281K
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.