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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
BA icon
126
Boeing
BA
$160B
$817K 0.09%
3,775
– –
TRV icon
127
Travelers Companies
TRV
$79B
$812K 0.08%
2,459
-5
-0.2% -$1.51K
ADP icon
128
Automatic Data Processing
ADP
$109B
$803K 0.08%
3,588
-3
-0.1% -$641
GD icon
129
General Dynamics
GD
$97.4B
$789K 0.08%
2,227
-8
-0.4% -$2.74K
MKC icon
130
McCormick & Company Non-Voting
MKC
$13.5B
$784K 0.08%
+15,555
New +$763K
IR icon
131
Ingersoll Rand
IR
$27.7B
$776K 0.08%
9,460
-79
-0.8% -$6.11K
WFC icon
132
Wells Fargo
WFC
$263B
$775K 0.08%
9,381
-113
-1% -$9.08K
MOG.A icon
133
Moog Inc Class A
MOG.A
$11.4B
$763K 0.08%
1,800
– –
ITW icon
134
Illinois Tool Works
ITW
$76.1B
$754K 0.08%
2,786
-115
-4% -$29.8K
MCD icon
135
McDonald's
MCD
$176B
$753K 0.08%
2,784
+1,656
+147% +$475K
PLD icon
136
Prologis
PLD
$127B
$747K 0.08%
5,516
-249
-4% -$35.3K
FTEC icon
137
Fidelity MSCI Information Technology Index ETF
FTEC
$20.9B
$741K 0.08%
2,596
-119
-4% -$31.1K
CL icon
138
Colgate-Palmolive
CL
$69.4B
$740K 0.08%
8,068
-420
-5% -$36.7K
HSY icon
139
Hershey
HSY
$34.3B
$722K 0.08%
4,113
+7
+0.2% +$1.32K
MDY icon
140
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.7B
$714K 0.07%
1,015
-21
-2% -$14.1K
IJR icon
141
iShares Core S&P Small-Cap ETF
IJR
$106B
$676K 0.07%
4,556
-155
-3% -$21.3K
IEFA icon
142
iShares Core MSCI EAFE ETF
IEFA
$192B
$655K 0.07%
6,777
+617
+10% +$59.3K
UL icon
143
Unilever
UL
$134B
$654K 0.07%
10,881
-566
-5% -$32.7K
FDX icon
144
FedEx
FDX
$71.4B
$636K 0.07%
2,030
-20
-1% -$7.27K
CI icon
145
Cigna
CI
$74.1B
$634K 0.07%
2,299
– –
KO icon
146
Coca-Cola
KO
$378B
$628K 0.07%
7,733
-196
-2% -$15.5K
CARR icon
147
Carrier Global
CARR
$44.7B
$625K 0.07%
8,518
– –
HON icon
148
Honeywell
HON
$65.8B
$614K 0.06%
2,744
-2,737
-50% -$611K
SO icon
149
Southern Company
SO
$99.2B
$610K 0.06%
6,377
– –
NEE icon
150
NextEra Energy
NEE
$168B
$607K 0.06%
6,919
-117
-2% -$10.6K
4 5
6
7 8

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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.