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
$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%
$337B
$3.5 Million 0.45% of portfolio
11,227
Q2 2025 Reduced 10.41%
$60B
$3.44 Million 0.44% of portfolio
79,420
Q2 2025 Added 11.74%
$0
$3.34 Million 0.43% of portfolio
17,329
Q2 2025 Added 0.28%
$22.8B
$3.37 Million 0.43% of portfolio
20,707
Q2 2025 Added 9.93%
$28.5B
$3.23 Million 0.42% of portfolio
30,618
Q2 2025 Reduced 1.86%
$234B
$3.06 Million 0.39% of portfolio
20,971
Q2 2025 Added 1.08%
$149B
$2.95 Million 0.38% of portfolio
13,285
Q2 2025 Reduced 11.98%
$94.6B
$2.94 Million 0.38% of portfolio
4,203
Q2 2025 Reduced 0.26%
$1.61T
$2.89 Million 0.37% of portfolio
3,911
Q2 2025 Reduced 0.74%
$405B
$2.83 Million 0.36% of portfolio
15,263
Q2 2025 Reduced 0.03%
$103B
$2.75 Million 0.35% of portfolio
12,591
Q2 2025 Reduced 2.36%
$397B
$2.73 Million 0.35% of portfolio
7,454
Q2 2025 Reduced 2.02%
$0
$2.52 Million 0.32% of portfolio
89,944
Q2 2025 Reduced 0.5%
$278B
$2.42 Million 0.31% of portfolio
6,232
Q2 2025 Added 2.38%
$0
$2.33 Million 0.3% of portfolio
119,488
Q2 2025 Added 11.82%
$40.3B
$2.3 Million 0.3% of portfolio
30,939
Q2 2025 Added 67.33%
$49.4B
$2.29 Million 0.3% of portfolio
13,148
Q2 2025 Added 61.4%
$0
$2.22 Million 0.29% of portfolio
8,019
Q2 2025 Reduced 61.32%
$29.8B
$2.23 Million 0.29% of portfolio
54,143
Q2 2025 Reduced 3.41%
$76.7B
$2.17 Million 0.28% of portfolio
11,646
Q2 2025 Reduced 2.28%
$0
$2.09 Million 0.27% of portfolio
3,377
Q2 2025 Added 6.06%
$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%
$353B
$2 Million 0.26% of portfolio
12,524
Q2 2025 Reduced 1.88%
$85.2B
$1.83 Million 0.24% of portfolio
27,151
Q2 2025 Reduced 2.91%
$499B
$1.88 Million 0.24% of portfolio
12,318
Q2 2025 Reduced 1.23%
$112B
$1.88 Million 0.24% of portfolio
20,989
Q2 2025 Reduced 12.17%
$62.9B
$1.89 Million 0.24% of portfolio
15,853
Q2 2025 Reduced 17.97%
$645B
$1.9 Million 0.24% of portfolio
3,911
Q2 2025 Added 15.4%
$7.43B
$1.78 Million 0.23% of portfolio
13,943
Q2 2025 Reduced 2.69%
$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%
$206B
$1.7 Million 0.22% of portfolio
4,202
Q2 2025 Reduced 11.59%
$140B
$1.62 Million 0.21% of portfolio
6,946
Q2 2025 Reduced 1.92%
$150B
$1.62 Million 0.21% of portfolio
8,218
Q2 2025 Added 0.53%
$41.1B
$1.58 Million 0.2% of portfolio
18,725
Q2 2025 Added 354.05%
$0
$1.56 Million 0.2% of portfolio
3,555
Q2 2025 Added 77.13%
$291B
$1.48 Million 0.19% of portfolio
15,095
Q2 2025 Added 54.16%
$159B
$1.47 Million 0.19% of portfolio
2,784
Q2 2025 Reduced 1.35%
$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%
$54.5B
$1.28 Million 0.17% of portfolio
9,956
Q2 2025 Reduced 84.48%
$0
$1.35 Million 0.17% of portfolio
72,423
Q2 2025 Added 15.54%
$182B
$1.24 Million 0.16% of portfolio
7,817
Q2 2025 Reduced 15.73%
$0
$1.26 Million 0.16% of portfolio
4,982
Q2 2025 Reduced 3.86%
$282B
$1.18 Million 0.15% of portfolio
17,018
Q2 2025 Reduced 1.64%

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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