We are live on ! Find out more
RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
+3.43%
1 Year Est. Return
+20.5%
3 Year Est. Return
+67.69%
5 Year Est. Return
+75.73%
10 Year Est. Return
+267.83%
AUM
$892M
AUM Growth
+$36.4M
Cap. Flow
+$16.1M
Cap. Flow %
1.81%
Top 10 Hldgs %
37.76%
Holding
217
New
14
Increased
80
Reduced
94
Closed
9

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$1.9M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.79M
3
NOW icon
ServiceNow
NOW
+$1.57M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.43M
5
PEP icon
PepsiCo
PEP
+$1.39M

Top Sells

Rank Stock Value
1
FITB
Fifth Third Bancorp
FITB
+$1.88M
2
MDLZ icon
Mondelez International
MDLZ
+$1.63M
3
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
5
TFC icon
Truist Financial
TFC
+$1.05M

Sector Composition

Rank Sector Weight
1 Technology 21.37%
2 Financials 11.71%
3 Communication Services 7.85%
4 Healthcare 7.43%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSCQ icon
76
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.66B
$2.18M 0.24%
111,556
-10,225
-8% -$200K
VOO icon
77
Vanguard S&P 500 ETF
VOO
$968B
$2.12M 0.24%
3,388
+283
+9% +$176K
TMO icon
78
Thermo Fisher Scientific
TMO
$213B
$2.11M 0.24%
3,643
-296
-8% -$167K
BSCR icon
79
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.58B
$1.88M 0.21%
95,002
-8,156
-8% -$161K
MRSH
80
Marsh
MRSH
$90.4B
$1.85M 0.21%
9,963
-2,455
-20% -$459K
BRK.B icon
81
Berkshire Hathaway Class B
BRK.B
$1.1T
$1.85M 0.21%
3,671
+295
+9% +$147K
EEM icon
82
iShares MSCI Emerging Markets ETF
EEM
$28B
$1.83M 0.2%
33,393
-817
-2% -$44.4K
VUG icon
83
Vanguard Growth ETF
VUG
$214B
$1.81M 0.2%
22,224
– –
DHR icon
84
Danaher
DHR
$140B
$1.78M 0.2%
7,770
-272
-3% -$59.8K
PSX icon
85
Phillips 66
PSX
$83.6B
$1.74M 0.2%
13,513
-1,457
-10% -$196K
PG icon
86
Procter & Gamble
PG
$355B
$1.64M 0.18%
11,456
-564
-5% -$83.2K
XLK icon
87
State Street Technology Select Sector SPDR ETF
XLK
$111B
$1.52M 0.17%
10,571
+741
+8% +$107K
IJK icon
88
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$1.5M 0.17%
15,452
-2,137
-12% -$206K
AVGO icon
89
Broadcom
AVGO
$1.79T
$1.5M 0.17%
4,322
+1,803
+72% +$645K
COP icon
90
ConocoPhillips
COP
$142B
$1.49M 0.17%
15,900
-2,718
-15% -$246K
ELV icon
91
Elevance Health
ELV
$81.3B
$1.44M 0.16%
4,095
-723
-15% -$244K
BSCW icon
92
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.49B
$1.43M 0.16%
68,425
+8,802
+15% +$184K
BSCS icon
93
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.55B
$1.43M 0.16%
69,230
-1,387
-2% -$28.6K
BSCT icon
94
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
$1.4M 0.16%
74,586
+305
+0.4% +$5.75K
SPGI icon
95
S&P Global
SPGI
$124B
$1.37M 0.15%
2,619
-165
-6% -$81.6K
BSCV icon
96
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
$1.32M 0.15%
78,851
+4,192
+6% +$70.1K
BSCU icon
97
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
$1.27M 0.14%
74,800
+3,506
+5% +$59.4K
BSCX icon
98
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.02B
$1.25M 0.14%
58,116
+8,540
+17% +$184K
KRNY icon
99
Kearny Financial
KRNY
$604M
$1.24M 0.14%
166,946
– –
QCOM icon
100
Qualcomm
QCOM
$176B
$1.23M 0.14%
7,190
-312
-4% -$53.5K
2 3
4
5 6

Similar funds

WCM
Wallace Capital Management Dallas, Texas $871M AUM 13.69% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $871M AUM 27.72% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
BFA
Boulay Financial Advisors Eden Prairie, Minnesota $871M AUM 17.11% 1-Year Est. Return
F1I
Fund 1 Investments Rincon, Puerto Rico $872M AUM 50.95% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

River Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, River Wealth Advisors held 217 positions worth $892M, up 4.3% from $855M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

River Wealth Advisors's Q4 2025 filing shows 14 new, 80 increased, 94 reduced and 9 closed positions. Its largest new stake was Boeing: 3,811 shares worth $828K. The largest sale was Fifth Third Bancorp, an estimated $1.88M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Financials and Communication Services.

  • River Wealth Advisors's largest Q4 2025 buy was Boeing: 3,811 shares worth $828K.
  • River Wealth Advisors added most to Accenture in Q4 2025, an estimated $1.9M increase.
  • River Wealth Advisors's biggest Q4 2025 reduction was Fifth Third Bancorp, cutting an estimated $1.88M.
  • River Wealth Advisors fully exited Mondelez International in Q4 2025, selling an estimated $1.63M.
  • River Wealth Advisors's ten largest holdings make up 38% of its $892M portfolio in Q4 2025.
  • River Wealth Advisors opened 14 new positions and closed 9 in Q4 2025.
  • River Wealth Advisors's portfolio value rose 4.3% quarter-over-quarter to $892M.

Based on River Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.