River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

$697 Million
Q1 2025

River Wealth Advisors LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $697 Million distributed in 197 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $47.9M, Apple Inc. with a value of $39.4M, Ishares Russell Mid Cap ETF with a value of $33.3M, Microsoft Corp with a value of $29.9M, and Ishares Core S&P 500 ETF with a value of $28.2M.

Examining the 13F form we can see an decrease of $37.3M in the current position value, from $734M to 697M.

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 $697 Million

ETFs: $212 Million

Technology: $132 Million

Financial Services: $81.3 Million

Healthcare: $56.6 Million

Industrials: $52.6 Million

Consumer Cyclical: $50.6 Million

Communication Services: $46.9 Million

Consumer Defensive: $26.9 Million

Other: $37 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IWM Ishares Russell 2000 ETF ETFs	$0	$47.9 Million 6.87% of portfolio	240,109	Q1 2025 Added 2.18%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$33.3 Million 4.77% of portfolio	391,021	Q1 2025 Added 1.96%
IVV Ishares Core S&P 500 ETF ETFs	$0	$28.2 Million 4.04% of portfolio	50,176	Q1 2025 Added 2.14%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$17.2 Million 2.47% of portfolio	224,733	Q1 2025 Added 1.03%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$15.1 Million 2.17% of portfolio	249,218	Q1 2025 Reduced 4.16%
IEMG Ishares Inc ETFs	$0	$7.36 Million 1.06% of portfolio	137,156	Q1 2025 Reduced 1.09%
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$6.9 Million 0.99% of portfolio	137,229	Q1 2025 Reduced 13.27%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$5.22 Million 0.75% of portfolio	20,732	Q1 2025 Reduced 2.97%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$3.95 Million 0.57% of portfolio	67,753	Q1 2025 Reduced 1.07%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$3.57 Million 0.51% of portfolio	29,833	Q1 2025 Reduced 1.33%
VXF Vanguard Extended Market ETF ETFs	$0	$2.98 Million 0.43% of portfolio	17,280	Q1 2025 Reduced 6.2%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.86 Million 0.41% of portfolio	6,108	Q1 2025 Reduced 1.18%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$2.37 Million 0.34% of portfolio	90,395	Q1 2025 Reduced 4.11%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$2.08 Million 0.3% of portfolio	106,854	Q1 2025 Added 14.59%
BSCR Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$1.86 Million 0.27% of portfolio	94,922	Q1 2025 Added 14.23%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.78 Million 0.26% of portfolio	3,184	Q1 2025 Reduced 3.78%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$1.85 Million 0.26% of portfolio	6,019	Q4 2024 Added 0.65%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.72 Million 0.25% of portfolio	16,411	Q1 2025 Reduced 3.91%
EEM Ishares Msci Emerging Markets ETFs	$0	$1.67 Million 0.24% of portfolio	38,173	Q1 2025 Reduced 6.37%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.61 Million 0.23% of portfolio	3,137	Q1 2025 Reduced 14.45%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$1.32 Million 0.19% of portfolio	15,805	Q1 2025 Reduced 2.17%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.24 Million 0.18% of portfolio	15,195	Q1 2025 Reduced 9.91%
BSCT Invesco Index Fd Tr Bulletshar ETFs	$0	$1.16 Million 0.17% of portfolio	62,680	Q1 2025 Added 11.65%
BSCU Invesco Exc Self Ind Tr ETFs	$0	$1.16 Million 0.17% of portfolio	70,064	Q1 2025 Added 12.62%
BSCV Invesco ETF Self Indexed Fd Tr	$0	$1.18 Million 0.17% of portfolio	72,514	Q1 2025 Added 14.05%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$1.22 Million 0.17% of portfolio	59,772	Q1 2025 Added 10.74%
XLK Technology Sector Spdr ETFs	$0	$1.07 Million 0.15% of portfolio	5,182	Q1 2025 Reduced 1.46%
XLE Energy Sector Spdr ETFs	$0	$1.08 Million 0.15% of portfolio	11,514	Q1 2025 Reduced 10.68%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$927,000 0.13% of portfolio	44,845	Q1 2025 Added 7.3%
VB Vanguard Small Cap ETF ETFs	$0	$882,000 0.13% of portfolio	3,978	Q1 2025 Reduced 0.35%
VTI Vanguard Total Stock Market Et ETFs	$0	$790,000 0.11% of portfolio	2,875	Q1 2025 Reduced 2.54%
VUG Vanguard Growth ETF ETFs	$0	$744,000 0.11% of portfolio	2,007	Q1 2025 Added 0.96%
DVY Ishares Tr ETFs	$0	$770,000 0.11% of portfolio	5,734	Q1 2025 Reduced 0.93%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$631,000 0.09% of portfolio	1,183	Q1 2025 Reduced 0.59%
VEA Vanguard Ftse Developed Market ETFs	$0	$622,000 0.09% of portfolio	12,249	Q1 2025 Reduced 3.35%
EWJ Ishares Msci Japan ETF ETFs	$0	$586,000 0.08% of portfolio	8,551	Q1 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$553,000 0.08% of portfolio	12,237	Q1 2025 Reduced 21.32%
VTV Vanguard Value ETF ETFs	$0	$551,000 0.08% of portfolio	3,193	Q4 2024 Reduced 5.81%
FTEC Fidelity Covington Tr Msci Inf ETFs	$0	$549,000 0.08% of portfolio	3,406	Q1 2025 Added 2.65%
DGRO Ishares Core Dividend Growth E ETFs	$0	$515,000 0.07% of portfolio	8,350	Q1 2025 Reduced 4.02%
XLF Financial Sector Spdr ETFs	$0	$430,000 0.06% of portfolio	8,644	Q4 2024 Reduced 30.98%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$393,000 0.06% of portfolio	2,899	Q2 2024 Reduced 5.82%
VO Vanguard Mid Cap ETF ETFs	$0	$436,000 0.06% of portfolio	1,686	Q1 2025 Added 2.55%
MGC Vanguard Mega Cap ETF ETFs	$0	$445,000 0.06% of portfolio	2,213	Q1 2025 Reduced 2.21%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$445,000 0.06% of portfolio	3,457	Q4 2024 Reduced 3.03%
IEFA Ishares Tr ETFs	$0	$452,000 0.06% of portfolio	5,975	Q1 2025 Reduced 6.49%
FHLC Fidelity Covington Tr Msci Hea ETFs	$0	$327,000 0.05% of portfolio	4,800	Q1 2025 Reduced 3.07%
FNCL Fidelity Covington Tr Msci Fin ETFs	$0	$319,000 0.05% of portfolio	4,597	Q1 2025 Reduced 3.18%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$317,000 0.05% of portfolio	13,566	Q1 2025 Reduced 21.37%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$376,000 0.05% of portfolio	1,043	Q3 2024 Reduced 7.37%

Summary

Portfolio
No. of Stocks 197
Current Value $697 Million
Prior Value $734 Million
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 3 stocks
Additional Purchases 52 stocks
Sold out of 0 stocks
Reduced holdings in 125 stocks

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River Wealth Advisors LLC Portfolio Holdings