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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
+3.43%
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
$892M
AUM Growth
+$36.4M
Cap. Flow
+$16.1M
Cap. Flow %
1.81%
Top 10 Hldgs %
37.76%
Holding
217
New
14
Increased
80
Reduced
94
Closed
9

Top Buys

Rank Stock Value
1
ACN icon
Accenture
ACN
+$1.9M
2
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.79M
3
NOW icon
ServiceNow
NOW
+$1.57M
4
XSMO icon
Invesco S&P SmallCap Momentum ETF
XSMO
+$1.43M
5
PEP icon
PepsiCo
PEP
+$1.39M

Top Sells

Rank Stock Value
1
FITB
Fifth Third Bancorp
FITB
+$1.88M
2
MDLZ icon
Mondelez International
MDLZ
+$1.63M
3
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
5
TFC icon
Truist Financial
TFC
+$1.05M

Sector Composition

Rank Sector Weight
1 Technology 21.37%
2 Financials 11.71%
3 Communication Services 7.85%
4 Healthcare 7.43%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHRW icon
201
C.H. Robinson
CHRW
$20B
$218K 0.02%
+1,354
New +$200K
BRO icon
202
Brown & Brown
BRO
$24.9B
$215K 0.02%
2,694
-1,125
-29% -$93.9K
VNQ icon
203
Vanguard Real Estate ETF
VNQ
$40.2B
$210K 0.02%
+2,378
New +$214K
IWO icon
204
iShares Russell 2000 Growth ETF
IWO
$14.2B
$209K 0.02%
646
– –
BSCZ
205
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$268M
$203K 0.02%
+9,778
New +$204K
IWP icon
206
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$201K 0.02%
+1,466
New +$205K
BX icon
207
Blackstone
BX
$105B
$200K 0.02%
+1,298
New +$197K
JPC icon
208
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$119K 0.01%
14,688
– –
BR icon
209
Broadridge
BR
$18.5B
– –
-936
Closed -$223K
BSCP
210
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
– –
-52,186
Closed -$1.08M
LH icon
211
Labcorp
LH
$25.5B
– –
-710
Closed -$204K
MDLZ icon
212
Mondelez International
MDLZ
$81.2B
– –
-26,109
Closed -$1.63M
SCZ icon
213
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.2B
– –
-3,876
Closed -$297K
SNPS icon
214
Synopsys
SNPS
$74.3B
– –
-639
Closed -$315K
TFC icon
215
Truist Financial
TFC
$64.3B
– –
-23,024
Closed -$1.05M
WSO icon
216
Watsco Inc
WSO
$15.1B
– –
-500
Closed -$202K
ZBH icon
217
Zimmer Biomet
ZBH
$18.7B
– –
-2,135
Closed -$210K
5 6 7 8
9

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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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River Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, River Wealth Advisors held 217 positions worth $892M, up 4.3% from $855M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

River Wealth Advisors's Q4 2025 filing shows 14 new, 80 increased, 94 reduced and 9 closed positions. Its largest new stake was Boeing: 3,811 shares worth $828K. The largest sale was Fifth Third Bancorp, an estimated $1.88M.

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

  • River Wealth Advisors's largest Q4 2025 buy was Boeing: 3,811 shares worth $828K.
  • River Wealth Advisors added most to Accenture in Q4 2025, an estimated $1.9M increase.
  • River Wealth Advisors's biggest Q4 2025 reduction was Fifth Third Bancorp, cutting an estimated $1.88M.
  • River Wealth Advisors fully exited Mondelez International in Q4 2025, selling an estimated $1.63M.
  • River Wealth Advisors's ten largest holdings make up 38% of its $892M portfolio in Q4 2025.
  • River Wealth Advisors opened 14 new positions and closed 9 in Q4 2025.
  • River Wealth Advisors's portfolio value rose 4.3% quarter-over-quarter to $892M.

Based on River Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.