River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $777 Million
  • Q2 2025

River Wealth Advisors LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $777 Million distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $40.7M, Apple Inc. with a value of $38.5M, Ishares Russell Mid Cap ETF with a value of $37.1M, Nvidia Corp with a value of $35.4M, and Ishares Core S&P 500 ETF with a value of $31.6M.

Examining the 13F form we can see an increase of $79.7M in the current position value, from $697M to 777M.

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 $777 Million
ETFs: $238 Million
Technology: $161 Million
Financial Services: $89 Million
Industrials: $61.6 Million
Consumer Cyclical: $54 Million
Healthcare: $52.8 Million
Communication Services: $52.7 Million
Consumer Defensive: $26.7 Million
Other: $39.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$40.7 Million 5.23% of portfolio
81,743
Q2 2025 Added 2.58%
$4.01T
$38.5 Million 4.95% of portfolio
187,602
Q2 2025 Added 5.78%
$0
$37.1 Million 4.77% of portfolio
402,940
Q2 2025 Added 3.05%
$448B
$35.4 Million 4.56% of portfolio
224,037
Q2 2025 Added 3.78%
$0
$31.6 Million 4.07% of portfolio
50,960
Q2 2025 Added 1.56%
$0
$22.3 Million 2.87% of portfolio
328,683
Q2 2025 New
$0
$22 Million 2.84% of portfolio
323,865
Q2 2025 New
$897B
$19.5 Million 2.51% of portfolio
67,260
Q2 2025 Added 1.79%
$1.5T
$19.4 Million 2.5% of portfolio
110,025
Q2 2025 Added 4.38%
$0
$19.1 Million 2.46% of portfolio
230,973
Q2 2025 Added 2.78%
$0
$18.8 Million 2.42% of portfolio
87,157
Q2 2025 Reduced 63.7%
$565B
$18.1 Million 2.33% of portfolio
50,902
Q2 2025 Added 1.96%
$2.2T
$17.7 Million 2.27% of portfolio
80,563
Q2 2025 Added 5.4%
$151B
$16.9 Million 2.17% of portfolio
56,440
Q2 2025 Added 7.5%
$0
$16.5 Million 2.12% of portfolio
244,830
Q2 2025 Reduced 1.76%
$282B
$14.8 Million 1.91% of portfolio
62,234
Q2 2025 Added 7.16%
$420B
$10.9 Million 1.41% of portfolio
230,795
Q2 2025 Added 6.23%
$43.5B
$10.2 Million 1.31% of portfolio
41,989
Q2 2025 Added 4.96%
$1.16B
$9.71 Million 1.25% of portfolio
172,967
Q2 2025 Added 9.15%
$116B
$9.44 Million 1.21% of portfolio
32,576
Q2 2025 Added 8.08%
$237B
$9.15 Million 1.18% of portfolio
33,545
Q2 2025 Reduced 27.03%
$785B
$8.66 Million 1.11% of portfolio
11,103
Q2 2025 Added 11.53%
$169B
$8.41 Million 1.08% of portfolio
68,067
Q2 2025 Reduced 1.36%
$819B
$7.87 Million 1.01% of portfolio
35,989
Q2 2025 Added 3.89%
$140B
$7.81 Million 1.01% of portfolio
19,749
Q2 2025 Reduced 0.41%
$38.4B
$7.47 Million 0.96% of portfolio
40,332
Q2 2025 Added 6.37%
$0
$7.48 Million 0.96% of portfolio
139,388
Q2 2025 Added 1.63%
$423B
$7.26 Million 0.93% of portfolio
7,329
Q2 2025 Added 2.56%
$97.9B
$6.75 Million 0.87% of portfolio
15,436
Q2 2025 Reduced 1.35%
$208B
$6.66 Million 0.86% of portfolio
50,434
Q2 2025 Added 1.93%
$17.1B
$6.46 Million 0.83% of portfolio
17,308
Q2 2025 Reduced 2.02%
$537B
$6.37 Million 0.82% of portfolio
11,330
Q2 2025 Reduced 0.68%
$182B
$6.25 Million 0.8% of portfolio
6,076
Q2 2025 New
$0
$6.12 Million 0.79% of portfolio
121,016
Q2 2025 Reduced 11.81%
$135B
$6.16 Million 0.79% of portfolio
12,124
Q2 2025 Added 8.09%
$20.4B
$5.86 Million 0.75% of portfolio
24,649
Q2 2025 New
$87.7B
$5.79 Million 0.75% of portfolio
25,317
Q2 2025 Added 6.06%
$213B
$5.23 Million 0.67% of portfolio
66,018
Q2 2025 Added 21.88%
$131B
$5.14 Million 0.66% of portfolio
15,921
Q2 2025 Added 4.93%
$298B
$5.13 Million 0.66% of portfolio
35,859
Q2 2025 Reduced 1.69%
$1.78B
$5.16 Million 0.66% of portfolio
143,571
Q2 2025 Added 11.48%
$34.2B
$5 Million 0.64% of portfolio
28,729
Q2 2025 Reduced 4.18%
$84.1B
$4.63 Million 0.6% of portfolio
11,908
Q2 2025 Reduced 3.05%
$57.1B
$4.45 Million 0.57% of portfolio
15,793
Q2 2025 Reduced 2.88%
$82.6B
$4.2 Million 0.54% of portfolio
19,755
Q2 2025 Added 27.88%
$0
$4.15 Million 0.53% of portfolio
66,909
Q2 2025 Reduced 1.25%
$159B
$3.82 Million 0.49% of portfolio
13,691
Q2 2025 Reduced 1.5%
$1.53T
$3.78 Million 0.49% of portfolio
21,297
Q2 2025 Reduced 1.4%
$465B
$3.76 Million 0.48% of portfolio
34,910
Q2 2025 Added 2.27%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $777 Million
  • Prior Value $697 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 100 stocks
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