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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.1 Million 4.77% of portfolio
402,940
Q2 2025 Added 3.05%
$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
$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%
$0
$16.5 Million 2.12% of portfolio
244,830
Q2 2025 Reduced 1.76%
$0
$7.48 Million 0.96% of portfolio
139,388
Q2 2025 Added 1.63%
$0
$6.12 Million 0.79% of portfolio
121,016
Q2 2025 Reduced 11.81%
$0
$4.15 Million 0.53% of portfolio
66,909
Q2 2025 Reduced 1.25%
$0
$3.64 Million 0.47% of portfolio
29,457
Q2 2025 Reduced 1.26%
$0
$3.59 Million 0.46% of portfolio
6,507
Q2 2025 Added 6.53%
$0
$3.34 Million 0.43% of portfolio
17,329
Q2 2025 Added 0.28%
$0
$2.52 Million 0.32% of portfolio
89,944
Q2 2025 Reduced 0.5%
$0
$2.33 Million 0.3% of portfolio
119,488
Q2 2025 Added 11.82%
$0
$2.22 Million 0.29% of portfolio
8,019
Q2 2025 Reduced 61.32%
$0
$2.06 Million 0.26% of portfolio
104,724
Q2 2025 Added 10.33%
$0
$2.04 Million 0.26% of portfolio
6,019
Q4 2024 Added 0.65%
$0
$1.76 Million 0.23% of portfolio
3,090
Q2 2025 Reduced 1.5%
$0
$1.71 Million 0.22% of portfolio
35,391
Q2 2025 Reduced 7.29%
$0
$1.56 Million 0.2% of portfolio
3,555
Q2 2025 Added 77.13%
$0
$1.41 Million 0.18% of portfolio
68,914
Q2 2025 Added 15.29%
$0
$1.43 Million 0.18% of portfolio
15,714
Q2 2025 Reduced 0.58%
$0
$1.3 Million 0.17% of portfolio
14,512
Q2 2025 Reduced 4.49%
$0
$1.35 Million 0.17% of portfolio
72,423
Q2 2025 Added 15.54%
$0
$1.26 Million 0.16% of portfolio
4,982
Q2 2025 Reduced 3.86%
$0
$1.16 Million 0.15% of portfolio
69,249
Q2 2025 Reduced 1.16%
$0
$1.2 Million 0.15% of portfolio
72,687
Q2 2025 Added 0.24%
$0
$1.09 Million 0.14% of portfolio
52,867
Q2 2025 Added 17.89%
$0
$972,000 0.13% of portfolio
11,464
Q2 2025 Reduced 0.43%
$0
$951,000 0.12% of portfolio
4,013
Q2 2025 Added 0.88%
$0
$911,000 0.12% of portfolio
2,999
Q2 2025 Added 4.31%
$0
$870,000 0.11% of portfolio
4,928
Q2 2025 Added 54.34%
$0
$753,000 0.1% of portfolio
5,672
Q2 2025 Reduced 1.08%
$0
$705,000 0.09% of portfolio
12,370
Q2 2025 Added 0.99%
$0
$664,000 0.09% of portfolio
1,173
Q2 2025 Reduced 0.85%
$0
$641,000 0.08% of portfolio
8,551
Q1 2025 New
$0
$657,000 0.08% of portfolio
3,334
Q2 2025 Reduced 2.11%
$0
$620,000 0.08% of portfolio
5,673
Q2 2025 Reduced 65.43%
$0
$589,000 0.08% of portfolio
11,919
Q2 2025 Reduced 2.6%
$0
$517,000 0.07% of portfolio
8,100
Q2 2025 Reduced 2.99%
$0
$442,000 0.06% of portfolio
1,043
Q3 2024 Reduced 7.37%
$0
$447,000 0.06% of portfolio
3,357
Q2 2025 Reduced 2.89%
$0
$456,000 0.06% of portfolio
1,633
Q2 2025 Reduced 3.14%
$0
$497,000 0.06% of portfolio
2,213
Q1 2025 Reduced 2.21%
$0
$390,000 0.05% of portfolio
4,682
Q2 2025 Reduced 21.64%
$0
$393,000 0.05% of portfolio
2,899
Q2 2024 Reduced 5.82%
$0
$411,000 0.05% of portfolio
7,863
Q2 2025 Reduced 9.04%
$0
$295,000 0.04% of portfolio
4,617
Q2 2025 Reduced 3.81%

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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