River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $821 Million
  • Q3 2025

River Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $821 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.4M, Microsoft Corp with a value of $42.4M, Nvidia Corp with a value of $40.9M, Ishares Russell Mid Cap ETF with a value of $39.7M, and Ishares Core S&P 500 ETF with a value of $34.6M.

Examining the 13F form we can see an increase of $44.4M in the current position value, from $777M to 821M.

River Wealth Advisors LLC is based out at Camp Hill, PA

Below you can find more details about River Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $821 Million
ETFs: $261 Million
Technology: $175 Million
Financial Services: $91.9 Million
Communication Services: $62.9 Million
Industrials: $61.9 Million
Healthcare: $49.9 Million
Consumer Cyclical: $49 Million
Consumer Defensive: $26.9 Million
Other: $41.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$47.4 Million 5.77% of portfolio
186,012
Q3 2025 Reduced 0.85%
$3.78T
$42.4 Million 5.17% of portfolio
81,911
Q3 2025 Added 0.21%
$465B
$40.9 Million 4.98% of portfolio
219,203
Q3 2025 Reduced 2.16%
$0
$39.7 Million 4.84% of portfolio
411,559
Q3 2025 Added 2.14%
$0
$34.6 Million 4.22% of portfolio
51,730
Q3 2025 Added 1.51%
$1.65T
$26.9 Million 3.27% of portfolio
110,520
Q3 2025 Added 0.45%
$0
$25.5 Million 3.11% of portfolio
343,369
Q3 2025 Added 4.47%
$0
$24.8 Million 3.02% of portfolio
336,990
Q3 2025 Added 4.05%
$881B
$21.3 Million 2.6% of portfolio
67,634
Q3 2025 Added 0.56%
$0
$21.2 Million 2.58% of portfolio
234,148
Q3 2025 Added 1.37%
$0
$21 Million 2.55% of portfolio
86,690
Q3 2025 Reduced 0.54%
$2.39T
$18.2 Million 2.22% of portfolio
82,863
Q3 2025 Added 2.85%
$0
$17.7 Million 2.15% of portfolio
247,484
Q3 2025 Added 1.08%
$533B
$17.5 Million 2.14% of portfolio
51,371
Q3 2025 Added 0.92%
$269B
$15.4 Million 1.87% of portfolio
64,300
Q3 2025 Added 3.32%
$152B
$14.8 Million 1.8% of portfolio
59,895
Q3 2025 Added 6.12%
$413B
$12.2 Million 1.48% of portfolio
236,097
Q3 2025 Added 2.3%
$39.1B
$11.1 Million 1.36% of portfolio
43,090
Q3 2025 Added 2.62%
$593B
$10.1 Million 1.23% of portfolio
35,782
Q3 2025 Reduced 0.58%
$123B
$9.66 Million 1.18% of portfolio
34,214
Q3 2025 Added 5.03%
$170B
$9.65 Million 1.17% of portfolio
66,750
Q3 2025 Reduced 1.93%
$971B
$9.4 Million 1.14% of portfolio
12,316
Q3 2025 Added 10.92%
$38.4B
$7.94 Million 0.97% of portfolio
42,905
Q3 2025 Added 6.38%
$237B
$7.79 Million 0.95% of portfolio
32,857
Q3 2025 Reduced 2.05%
$0
$7.56 Million 0.92% of portfolio
140,949
Q3 2025 Added 1.12%
$204B
$7.27 Million 0.89% of portfolio
51,765
Q3 2025 Added 2.64%
$136B
$7.26 Million 0.88% of portfolio
19,647
Q3 2025 Reduced 0.52%
$875M
$7.11 Million 0.87% of portfolio
181,317
Q3 2025 Added 4.83%
$235B
$6.88 Million 0.84% of portfolio
81,924
Q3 2025 Added 24.09%
$169B
$6.83 Million 0.83% of portfolio
7,427
Q3 2025 Added 22.24%
$404B
$6.75 Million 0.82% of portfolio
7,288
Q3 2025 Reduced 0.56%
$96.9B
$6.44 Million 0.78% of portfolio
15,264
Q3 2025 Reduced 1.11%
$512B
$6.35 Million 0.77% of portfolio
11,172
Q3 2025 Reduced 1.39%
$85.9B
$6.04 Million 0.74% of portfolio
27,365
Q3 2025 Added 8.09%
$144B
$5.91 Million 0.72% of portfolio
12,923
Q3 2025 Added 6.59%
$0
$5.89 Million 0.72% of portfolio
115,798
Q3 2025 Reduced 4.31%
$279B
$5.73 Million 0.7% of portfolio
55,611
Q3 2025 Added 268.41%
$15.9B
$5.59 Million 0.68% of portfolio
16,982
Q3 2025 Reduced 1.88%
$111B
$5.43 Million 0.66% of portfolio
16,510
Q3 2025 Added 3.7%
$303B
$5.36 Million 0.65% of portfolio
34,546
Q3 2025 Reduced 3.66%
$1.74T
$5.12 Million 0.62% of portfolio
21,040
Q3 2025 Reduced 1.21%
$1.93B
$4.97 Million 0.61% of portfolio
148,907
Q3 2025 Added 3.72%
$39.2B
$4.6 Million 0.56% of portfolio
27,451
Q3 2025 Reduced 4.45%
$0
$4.31 Million 0.52% of portfolio
66,032
Q3 2025 Reduced 1.31%
$77.2B
$4.16 Million 0.51% of portfolio
19,576
Q3 2025 Reduced 0.91%
$57.5B
$4.11 Million 0.5% of portfolio
15,083
Q3 2025 Reduced 4.5%
$0
$3.95 Million 0.48% of portfolio
6,575
Q3 2025 Added 1.05%
$183B
$3.82 Million 0.47% of portfolio
13,536
Q3 2025 Reduced 1.13%
$490B
$3.78 Million 0.46% of portfolio
33,491
Q3 2025 Reduced 4.06%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $821 Million
  • Prior Value $777 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
Track This Portfolio

Track River Wealth Advisors LLC Portfolio

Follow River Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email