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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
HONA
151
Honeywell Aerospace
HONA
$52B
$607K 0.06%
+2,746
New +$606K
MS icon
152
Morgan Stanley
MS
$318B
$590K 0.06%
2,822
-23
-0.8% -$4.55K
MGC icon
153
Vanguard Morningstar Mega Cap ETF
MGC
$10.2B
$586K 0.06%
2,143
-20
-0.9% -$5.31K
IWF icon
154
iShares Russell 1000 Growth ETF
IWF
$123B
$550K 0.06%
4,429
-647
-13% -$78K
VYM icon
155
Vanguard High Dividend Yield ETF
VYM
$81.1B
$533K 0.06%
3,374
-12
-0.4% -$1.88K
FITB
156
Fifth Third Bancorp
FITB
$47.5B
$528K 0.06%
9,373
-362
-4% -$18.3K
DIS icon
157
Walt Disney
DIS
$185B
$512K 0.05%
5,321
+14
+0.3% +$1.43K
VO icon
158
Vanguard Morningstar Mid-Cap ETF
VO
$104B
$512K 0.05%
6,349
-3
-0% -$233
VGT icon
159
Vanguard Information Technology ETF
VGT
$146B
$505K 0.05%
4,223
+71
+2% +$7.77K
KMB icon
160
Kimberly-Clark
KMB
$32.6B
$485K 0.05%
4,420
+2
+0% +$198
ABT icon
161
Abbott
ABT
$177B
$478K 0.05%
5,267
-61
-1% -$5.57K
MTB icon
162
M&T Bank
MTB
$32.6B
$471K 0.05%
1,979
-154
-7% -$33.7K
TQQQ icon
163
ProShares UltraPro QQQ
TQQQ
$34.1B
$458K 0.05%
5,650
– –
UNP icon
164
Union Pacific
UNP
$167B
$457K 0.05%
1,681
+23
+1% +$6.04K
TXN icon
165
Texas Instruments
TXN
$238B
$456K 0.05%
1,528
-13
-0.8% -$3.61K
MAS icon
166
Masco
MAS
$13.5B
$449K 0.05%
5,516
-65
-1% -$4.54K
CHRW icon
167
C.H. Robinson
CHRW
$17.9B
$444K 0.05%
2,358
+1,114
+90% +$198K
MPC icon
168
Marathon Petroleum
MPC
$116B
$440K 0.05%
1,720
– –
SDY icon
169
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$437K 0.05%
2,874
– –
CMI icon
170
Cummins
CMI
$72.6B
$417K 0.04%
585
– –
VHT icon
171
Vanguard Health Care ETF
VHT
$19B
$417K 0.04%
1,394
– –
UNH icon
172
UnitedHealth
UNH
$337B
$404K 0.04%
972
-2
-0.2% -$741
PPL
173
PPL Corp
PPL
$25.1B
$403K 0.04%
11,095
-1,142
-9% -$42.2K
TFC icon
174
Truist Financial
TFC
$59.2B
$400K 0.04%
8,027
-30
-0.4% -$1.48K
DFAC icon
175
Dimensional US Core Equity 2 ETF
DFAC
$48.2B
$380K 0.04%
8,565
+2
+0% +$86
5 6
7
8 9

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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.