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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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