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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$397B
$2.73 Million 0.35% of portfolio
7,454
Q2 2025 Reduced 2.02%
$286B
$2.42 Million 0.31% of portfolio
6,232
Q2 2025 Added 2.38%
$259B
$2.34 Million 0.3% of portfolio
3,310
Q2 2025 Reduced 0.15%
$39.4B
$2.3 Million 0.3% of portfolio
30,939
Q2 2025 Added 67.33%
$50B
$2.29 Million 0.3% of portfolio
13,148
Q2 2025 Added 61.4%
$27.7B
$2.23 Million 0.29% of portfolio
54,143
Q2 2025 Reduced 3.41%
$72.1B
$2.17 Million 0.28% of portfolio
11,646
Q2 2025 Reduced 2.28%
$355B
$2 Million 0.26% of portfolio
12,524
Q2 2025 Reduced 1.88%
$84.4B
$1.83 Million 0.24% of portfolio
27,151
Q2 2025 Reduced 2.91%
$502B
$1.88 Million 0.24% of portfolio
12,318
Q2 2025 Reduced 1.23%
$111B
$1.88 Million 0.24% of portfolio
20,989
Q2 2025 Reduced 12.17%
$61.7B
$1.89 Million 0.24% of portfolio
15,853
Q2 2025 Reduced 17.97%
$646B
$1.9 Million 0.24% of portfolio
3,911
Q2 2025 Added 15.4%
$7.58B
$1.78 Million 0.23% of portfolio
13,943
Q2 2025 Reduced 2.69%
$210B
$1.7 Million 0.22% of portfolio
4,202
Q2 2025 Reduced 11.59%
$137B
$1.62 Million 0.21% of portfolio
6,946
Q2 2025 Reduced 1.92%
$42.1B
$1.58 Million 0.2% of portfolio
18,725
Q2 2025 Added 354.05%
$289B
$1.48 Million 0.19% of portfolio
15,095
Q2 2025 Added 54.16%
$154B
$1.47 Million 0.19% of portfolio
2,784
Q2 2025 Reduced 1.35%
$53.1B
$1.28 Million 0.17% of portfolio
9,956
Q2 2025 Reduced 84.48%
$184B
$1.24 Million 0.16% of portfolio
7,817
Q2 2025 Reduced 15.73%
$284B
$1.18 Million 0.15% of portfolio
17,018
Q2 2025 Reduced 1.64%
$442M
$1.08 Million 0.14% of portfolio
166,946
Q2 2020 Added 6.37%
$116B
$1.09 Million 0.14% of portfolio
3,550
Q2 2025 Reduced 0.73%
$61.6B
$1.07 Million 0.14% of portfolio
4,728
Q2 2025 Reduced 22.11%
$15.6B
$991,000 0.13% of portfolio
6,883
Q2 2025 Reduced 2.33%
$157B
$986,000 0.13% of portfolio
16,133
Q2 2025 Reduced 2.64%
$65.1B
$1.01 Million 0.13% of portfolio
11,127
Q2 2025 Reduced 2.54%
$111B
$1.01 Million 0.13% of portfolio
1,381
Q2 2025 Reduced 0.72%
$54.5B
$1.04 Million 0.13% of portfolio
24,228
Q2 2025 Reduced 13.59%
$527B
$901,000 0.12% of portfolio
673
Q2 2025 Added 6.83%
$319B
$911,000 0.12% of portfolio
11,374
Q2 2025 Reduced 0.25%
$88.8B
$856,000 0.11% of portfolio
2,592
Q2 2025 Added 2.65%
$112B
$837,000 0.11% of portfolio
7,968
Q2 2025 Reduced 7.93%
$30.6B
$825,000 0.11% of portfolio
9,922
Q2 2025 Reduced 2.15%
$66.8B
$820,000 0.11% of portfolio
3,205
Q2 2025 Reduced 4.9%
$202B
$867,000 0.11% of portfolio
6,592
Q1 2025 Reduced 10.03%
$75.9B
$774,000 0.1% of portfolio
3,131
Q2 2025 Reduced 1.11%
$224B
$743,000 0.1% of portfolio
5,463
Q2 2025 Added 8.31%
$138B
$677,000 0.09% of portfolio
2,945
Q2 2025 Added 3.59%
$27.4B
$699,000 0.09% of portfolio
4,216
Q1 2025 Added 2.48%
$15.2B
$664,000 0.09% of portfolio
5,825
Q2 2025 Reduced 5.44%
$200B
$695,000 0.09% of portfolio
5,611
Q2 2025 Reduced 3.82%
$225B
$593,000 0.08% of portfolio
2,031
Q2 2025 Reduced 4.69%
$40.4B
$621,000 0.08% of portfolio
4,818
Q2 2025 Reduced 0.19%
$143B
$621,000 0.08% of portfolio
2,256
Q2 2025 Added 16.35%
$12.9B
$624,000 0.08% of portfolio
3,561
Q2 2025 Reduced 2.33%
$47.5B
$629,000 0.08% of portfolio
8,603
Q2 2025 Added 2.19%
$90.8B
$638,000 0.08% of portfolio
2,189
Q2 2025 Reduced 1.35%

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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