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RWA

River Wealth Advisors Portfolio holdings

AUM $871M
1-Year Est. Return 20.5%
This Fund
S&P 500
This Quarter Est. Return
+7.66%
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
$855M
AUM Growth
+$50.8M
Cap. Flow
+$219K
Cap. Flow %
0.03%
Top 10 Hldgs %
37.97%
Holding
209
New
7
Increased
72
Reduced
104
Closed
6

Top Buys

Rank Stock Value
1
WMT icon
Walmart Inc
WMT
+$4.03M
2
MRK icon
Merck
MRK
+$1.31M
3
NOW icon
ServiceNow
NOW
+$1.26M
4
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$1.05M
5
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$928K

Top Sells

Rank Stock Value
1
LULU icon
lululemon athletica
LULU
+$5.86M
2
STZ icon
Constellation Brands
STZ
+$3.37M
3
UNH icon
UnitedHealth
UNH
+$2.87M
4
ELV icon
Elevance Health
ELV
+$2.21M
5
ARW icon
Arrow Electronics
ARW
+$1.12M

Sector Composition

Rank Sector Weight
1 Technology 22.02%
2 Financials 11.72%
3 Communication Services 7.35%
4 Industrials 7.1%
5 Healthcare 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HSY icon
126
Hershey
HSY
$37B
$789K 0.09%
4,216
– –
ITW icon
127
Illinois Tool Works
ITW
$85.4B
$783K 0.09%
3,002
-129
-4% -$33.6K
TOL icon
128
Toll Brothers
TOL
$14.4B
$752K 0.09%
5,445
-380
-7% -$49.6K
GD icon
129
General Dynamics
GD
$106B
$746K 0.09%
2,189
– –
VEA icon
130
Vanguard FTSE Developed Markets ETF
VEA
$225B
$718K 0.08%
11,982
-388
-3% -$22.6K
CI icon
131
Cigna
CI
$79.8B
$709K 0.08%
2,461
-131
-5% -$38.8K
ABT icon
132
Abbott
ABT
$187B
$706K 0.08%
5,274
-189
-3% -$24.8K
TSLA icon
133
Tesla
TSLA
$1.21T
$700K 0.08%
1,574
+209
+15% +$72.5K
MDY icon
134
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.8B
$699K 0.08%
1,173
– –
UNP icon
135
Union Pacific
UNP
$177B
$696K 0.08%
2,947
+2
+0.1% +$451
EWJ icon
136
iShares MSCI Japan ETF
EWJ
$21.3B
$686K 0.08%
8,551
– –
IJR icon
137
iShares Core S&P Small-Cap ETF
IJR
$110B
$661K 0.08%
5,562
-111
-2% -$12.8K
DIS icon
138
Walt Disney
DIS
$172B
$641K 0.08%
5,600
-11
-0.2% -$1.3K
VWO icon
139
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$639K 0.07%
11,795
-124
-1% -$6.39K
SCHK icon
140
Schwab 1000 Index ETF
SCHK
$5.67B
$627K 0.07%
+19,515
New +$604K
FTEC icon
141
Fidelity MSCI Information Technology Index ETF
FTEC
$19.4B
$616K 0.07%
2,770
-564
-17% -$117K
MCD icon
142
McDonald's
MCD
$194B
$614K 0.07%
2,019
-12
-0.6% -$3.65K
SO icon
143
Southern Company
SO
$110B
$612K 0.07%
6,456
+2
+0% +$187
ARW icon
144
Arrow Electronics
ARW
$10.7B
$612K 0.07%
5,055
-8,888
-64% -$1.12M
UNH icon
145
UnitedHealth
UNH
$390B
$605K 0.07%
1,752
-9,475
-84% -$2.87M
TRV icon
146
Travelers Companies
TRV
$82.7B
$604K 0.07%
2,164
+4
+0.2% +$1.07K
KMB icon
147
Kimberly-Clark
KMB
$37.7B
$599K 0.07%
4,819
+1
+0% +$129
AVY icon
148
Avery Dennison
AVY
$13B
$565K 0.07%
3,481
-80
-2% -$13.8K
BSCY
149
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$553M
$547K 0.06%
26,012
+4,843
+23% +$101K
MGC icon
150
Vanguard Mega Cap 300 Index ETF
MGC
$9.88B
$540K 0.06%
2,213
– –
4 5
6
7 8

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PLFA
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BFA
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F1I
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CWM
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SA
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HDIM
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GCM
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River Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, River Wealth Advisors held 209 positions worth $855M, up 6.3% from $804M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

River Wealth Advisors's Q3 2025 filing shows 7 new, 72 increased, 104 reduced and 6 closed positions. Its largest new stake was Schwab 1000 Index ETF: 19,515 shares worth $627K. The largest sale was lululemon athletica, an estimated $5.86M.

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

  • River Wealth Advisors's largest Q3 2025 buy was Schwab 1000 Index ETF: 19,515 shares worth $627K.
  • River Wealth Advisors added most to Walmart Inc in Q3 2025, an estimated $4.03M increase.
  • River Wealth Advisors's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $2.87M.
  • River Wealth Advisors fully exited lululemon athletica in Q3 2025, selling an estimated $5.86M.
  • River Wealth Advisors's ten largest holdings make up 38% of its $855M portfolio in Q3 2025.
  • River Wealth Advisors opened 7 new positions and closed 6 in Q3 2025.
  • River Wealth Advisors's portfolio value rose 6.3% quarter-over-quarter to $855M.

Based on River Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.