We are live on ! Find out more
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
VOO icon
76
Vanguard S&P 500 ETF
VOO
$1.03T
$2.16M 0.23%
3,151
+21
+0.7% +$14K
EEM icon
77
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$2.15M 0.23%
31,451
-423
-1% -$27.6K
META icon
78
Meta Platforms (Facebook)
META
$1.72T
$2.14M 0.22%
3,796
-179
-5% -$109K
TMO icon
79
Thermo Fisher Scientific
TMO
$240B
$1.99M 0.21%
3,970
+585
+17% +$281K
PSX icon
80
Phillips 66
PSX
$106B
$1.98M 0.21%
11,727
-183
-2% -$31.5K
BSCW icon
81
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.55B
$1.91M 0.2%
93,296
-1,348
-1% -$27.7K
IJK icon
82
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.3B
$1.79M 0.19%
15,266
+188
+1% +$20.9K
VUG icon
83
Vanguard Morningstar Growth ETF
VUG
$224B
$1.75M 0.18%
20,301
-1,617
-7% -$136K
BSCX icon
84
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
$1.74M 0.18%
82,602
-1,362
-2% -$28.8K
BRK.B icon
85
Berkshire Hathaway Class B
BRK.B
$1.11T
$1.67M 0.17%
3,328
-19
-0.6% -$9.13K
XLK icon
86
State Street Technology Select Sector SPDR ETF
XLK
$120B
$1.63M 0.17%
8,566
-1,043
-11% -$178K
KRNY icon
87
Kearny Financial
KRNY
$610M
$1.58M 0.17%
166,946
– –
BSCY
88
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$596M
$1.52M 0.16%
73,793
+431
+0.6% +$8.93K
PG icon
89
Procter & Gamble
PG
$341B
$1.52M 0.16%
10,374
-438
-4% -$63.8K
AMAT icon
90
Applied Materials
AMAT
$330B
$1.47M 0.15%
2,028
+120
+6% +$55.4K
BSCT icon
91
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.91B
$1.44M 0.15%
77,755
-1,335
-2% -$24.9K
MRSH
92
Marsh
MRSH
$84.4B
$1.43M 0.15%
8,580
-866
-9% -$145K
BSCS icon
93
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.51B
$1.43M 0.15%
70,180
-1,196
-2% -$24.4K
DHR icon
94
Danaher
DHR
$146B
$1.4M 0.15%
7,344
-167
-2% -$30.3K
BSCU icon
95
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.75B
$1.37M 0.14%
82,078
-82
-0.1% -$1.37K
ELV icon
96
Elevance Health
ELV
$89.5B
$1.33M 0.14%
3,439
-112
-3% -$41.5K
BSCV icon
97
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.8B
$1.32M 0.14%
80,448
-2,417
-3% -$39.8K
BSCR icon
98
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$1.3M 0.14%
66,365
-1,585
-2% -$31.1K
RY icon
99
Royal Bank of Canada
RY
$280B
$1.3M 0.14%
6,264
-100
-2% -$18.6K
TMUS icon
100
T-Mobile US
TMUS
$189B
$1.27M 0.13%
7,564
-60,650
-89% -$11.5M
2 3
4
5 6

Similar funds

BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return
LA
Lifeworks Advisors Grand Rapids, Michigan $955M AUM 37.71% 1-Year Est. Return
WI
Wahed Invest New York $958M AUM 66.65% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
NOCM
Night Owl Capital Management Greenwich, Connecticut $953M AUM 29.53% 1-Year Est. Return
CL
CVFG LLC Shelbyville, Indiana $952M AUM 51.93% 1-Year Est. Return
EW
Elyxium Wealth San Mateo, California $952M AUM 43.58% 1-Year Est. Return

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.