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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
DAL icon
201
Delta Air Lines
DAL
$51.2B
$244K 0.03%
+2,607
New +$197K
AON icon
202
Aon
AON
$63.8B
$233K 0.02%
701
– –
AMP icon
203
Ameriprise Financial
AMP
$47.8B
$231K 0.02%
503
– –
EMR icon
204
Emerson Electric
EMR
$81.3B
$231K 0.02%
1,611
+1
+0.1% +$141
IWO icon
205
iShares Russell 2000 Growth ETF
IWO
$14.1B
$227K 0.02%
+577
New +$211K
AME icon
206
Ametek
AME
$53.2B
$227K 0.02%
937
– –
LHX icon
207
L3Harris
LHX
$46.7B
$223K 0.02%
768
-2
-0.3% -$636
AVY icon
208
Avery Dennison
AVY
$13.1B
$222K 0.02%
1,370
– –
IBM icon
209
IBM
IBM
$224B
$219K 0.02%
+778
New +$196K
ENS icon
210
EnerSys
ENS
$6.2B
$214K 0.02%
+917
New +$199K
VZ icon
211
Verizon
VZ
$207B
$214K 0.02%
5,060
+10
+0.2% +$469
VV icon
212
Vanguard Morningstar Large-Cap ETF
VV
$53.4B
$212K 0.02%
+618
New +$206K
IWP icon
213
iShares Russell Mid-Cap Growth ETF
IWP
$19B
$212K 0.02%
+1,447
New +$199K
VOX icon
214
Vanguard Communication Services ETF
VOX
$5.86B
$212K 0.02%
1,150
– –
ETR icon
215
Entergy
ETR
$48.9B
$207K 0.02%
1,806
– –
CRWD icon
216
CrowdStrike
CRWD
$247B
$207K 0.02%
+1,088
New +$155K
JPC icon
217
Nuveen Preferred & Income Opportunities Fund
JPC
$2.64B
$116K 0.01%
14,688
– –
CRM icon
218
Salesforce
CRM
$206B
– –
-32,804
Closed -$6.12M
IAU icon
219
iShares Gold Trust
IAU
$63.3B
– –
-2,555
Closed -$225K
ISRG icon
220
Intuitive Surgical
ISRG
$135B
– –
-479
Closed -$221K
PLTR icon
221
Palantir
PLTR
$419B
– –
-1,397
Closed -$204K
5 6 7 8
9

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VFG
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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.