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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
INTC icon
176
Intel
INTC
$534B
$374K 0.04%
+2,677
New +$271K
TM icon
177
Toyota
TM
$228B
$373K 0.04%
2,213
-104
-4% -$19.7K
MU icon
178
Micron Technology
MU
$1.05T
$352K 0.04%
+305
New +$229K
XLF icon
179
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$352K 0.04%
6,563
– –
SCHW
180
Charles Schwab
SCHW
$182B
$345K 0.04%
3,737
-125
-3% -$11.4K
DGX icon
181
Quest Diagnostics
DGX
$27.3B
$345K 0.04%
1,626
-13
-0.8% -$2.55K
PPG icon
182
PPG Industries
PPG
$23.3B
$336K 0.04%
2,770
-34
-1% -$3.79K
TROW icon
183
T. Rowe Price
TROW
$21.8B
$335K 0.04%
2,946
-175
-6% -$17.9K
NUE icon
184
Nucor
NUE
$59.1B
$330K 0.03%
1,480
-4
-0.3% -$905
BMY icon
185
Bristol-Myers Squibb
BMY
$130B
$329K 0.03%
5,718
-40
-0.7% -$2.3K
XLY icon
186
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21B
$320K 0.03%
2,728
-50
-2% -$5.84K
ONEQ icon
187
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.6B
$312K 0.03%
3,020
– –
SCHD icon
188
Schwab US Dividend Equity ETF
SCHD
$110B
$310K 0.03%
9,774
-221
-2% -$7.01K
IYW icon
189
iShares US Technology ETF
IYW
$25B
$307K 0.03%
1,217
– –
IWS icon
190
iShares Russell Mid-Cap Value ETF
IWS
$15B
$306K 0.03%
1,859
– –
LMT icon
191
Lockheed Martin
LMT
$124B
$305K 0.03%
598
– –
MO icon
192
Altria Group
MO
$117B
$286K 0.03%
3,974
-73
-2% -$5.09K
AMD icon
193
Advanced Micro Devices
AMD
$837B
$273K 0.03%
+470
New +$193K
FHLC icon
194
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
$272K 0.03%
3,527
-83
-2% -$5.96K
FNCL icon
195
Fidelity MSCI Financials Index ETF
FNCL
$2.34B
$270K 0.03%
3,532
-772
-18% -$57.2K
SCHG icon
196
Schwab US Large-Cap Growth ETF
SCHG
$62B
$270K 0.03%
7,966
-449
-5% -$14.9K
PAYX icon
197
Paychex
PAYX
$41.6B
$268K 0.03%
2,723
– –
TSM icon
198
TSMC
TSM
$2.17T
$263K 0.03%
+551
New +$224K
GE icon
199
GE Aerospace
GE
$325B
$262K 0.03%
+701
New +$219K
ACN icon
200
Accenture
ACN
$116B
$250K 0.03%
2,007
-74,197
-97% -$12.9M
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.