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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
EFA icon
101
iShares MSCI EAFE ETF
EFA
$77.6B
$1.26M 0.13%
12,168
-233
-2% -$24K
COP icon
102
ConocoPhillips
COP
$159B
$1.26M 0.13%
12,102
-598
-5% -$70.9K
VTI icon
103
Vanguard Morningstar Total Stock Market ETF
VTI
$678B
$1.18M 0.12%
3,190
-216
-6% -$77.2K
DHI icon
104
D.R. Horton
DHI
$38.7B
$1.18M 0.12%
7,234
-63
-0.9% -$9.4K
XLE icon
105
State Street Energy Select Sector SPDR ETF
XLE
$42B
$1.15M 0.12%
21,633
-201
-0.9% -$11.5K
VB icon
106
Vanguard Morningstar Small-Cap ETF
VB
$78B
$1.07M 0.11%
3,534
-89
-2% -$25.5K
DVY icon
107
iShares Select Dividend ETF
DVY
$23.1B
$1.07M 0.11%
6,835
– –
SPGI icon
108
S&P Global
SPGI
$120B
$1.06M 0.11%
2,606
+12
+0.5% +$5.07K
BSCQ icon
109
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.36B
$1.06M 0.11%
54,243
-6,309
-10% -$123K
MCK icon
110
McKesson
MCK
$103B
$1.04M 0.11%
1,383
-15
-1% -$11.9K
QCOM icon
111
Qualcomm
QCOM
$197B
$1.03M 0.11%
5,567
-601
-10% -$112K
NSC icon
112
Norfolk Southern
NSC
$71.2B
$1.01M 0.11%
3,207
– –
TSLA icon
113
Tesla
TSLA
$1.41T
$1,000K 0.1%
2,377
-27
-1% -$10.7K
NFLX icon
114
Netflix
NFLX
$318B
$976K 0.1%
13,666
+7,103
+108% +$626K
ARW icon
115
Arrow Electronics
ARW
$10.8B
$934K 0.1%
4,375
– –
ROM icon
116
ProShares Ultra Technology
ROM
$1.22B
$908K 0.1%
5,851
– –
ALLE icon
117
Allegion
ALLE
$13B
$895K 0.09%
6,369
-133
-2% -$18.1K
TOL icon
118
Toll Brothers
TOL
$12.2B
$880K 0.09%
5,339
– –
DGRO icon
119
iShares Core Dividend Growth ETF
DGRO
$42.4B
$873K 0.09%
11,515
-680
-6% -$50.2K
VEA icon
120
Vanguard FTSE Developed Markets ETF
VEA
$233B
$868K 0.09%
12,180
-72
-0.6% -$5.01K
BSCZ
121
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$322M
$860K 0.09%
42,010
+122
+0.3% +$2.5K
CMG icon
122
Chipotle Mexican Grill
CMG
$42.6B
$859K 0.09%
25,267
-211,696
-89% -$6.92M
VWO icon
123
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$847K 0.09%
14,191
+1,172
+9% +$68.9K
EWJ icon
124
iShares MSCI Japan ETF
EWJ
$23.3B
$838K 0.09%
8,986
+435
+5% +$39.5K
VTV icon
125
Vanguard Morningstar Value ETF
VTV
$189B
$837K 0.09%
3,841
-780
-17% -$163K
3 4
5
6 7

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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.