River Wealth Advisors LLC Portfolio Holdings

River Wealth Advisors LLC

  • $821 Million
  • Q3 2025

River Wealth Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $821 Million distributed in 203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $47.4M, Microsoft Corp with a value of $42.4M, Nvidia Corp with a value of $40.9M, Ishares Russell Mid Cap ETF with a value of $39.7M, and Ishares Core S&P 500 ETF with a value of $34.6M.

Examining the 13F form we can see an increase of $44.4M in the current position value, from $777M to 821M.

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 $821 Million
ETFs: $261 Million
Technology: $175 Million
Financial Services: $91.9 Million
Communication Services: $62.9 Million
Industrials: $61.9 Million
Healthcare: $49.9 Million
Consumer Cyclical: $49 Million
Consumer Defensive: $26.9 Million
Other: $41.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.08 Million 0.13% of portfolio
52,186
Q3 2025 Reduced 1.29%
$440M
$1.1 Million 0.13% of portfolio
166,946
Q2 2020 Added 6.37%
$59.5B
$1.05 Million 0.13% of portfolio
23,024
Q3 2025 Reduced 4.97%
$0
$979,000 0.12% of portfolio
5,250
Q3 2025 Added 6.53%
$317B
$967,000 0.12% of portfolio
11,538
Q3 2025 Added 1.44%
$0
$983,000 0.12% of portfolio
2,996
Q3 2025 Reduced 0.1%
$65.7B
$961,000 0.12% of portfolio
3,200
Q3 2025 Reduced 0.16%
$0
$1.01 Million 0.12% of portfolio
3,977
Q3 2025 Reduced 0.9%
$205B
$956,000 0.12% of portfolio
6,492
Q3 2025 Reduced 1.52%
$104B
$1.02 Million 0.12% of portfolio
3,466
Q3 2025 Reduced 2.37%
$0
$1 Million 0.12% of portfolio
11,232
Q3 2025 Reduced 2.02%
$0
$898,000 0.11% of portfolio
13,202
Q3 2025 Added 62.99%
$150B
$925,000 0.11% of portfolio
15,617
Q3 2025 Reduced 3.2%
$65.7B
$873,000 0.11% of portfolio
10,924
Q3 2025 Reduced 1.82%
$26.3B
$788,000 0.1% of portfolio
4,216
Q1 2025 Added 2.48%
$0
$805,000 0.1% of portfolio
5,672
Q2 2025 Reduced 1.08%
$139B
$831,000 0.1% of portfolio
2,519
Q3 2025 Added 11.66%
$114B
$847,000 0.1% of portfolio
7,400
Q3 2025 Reduced 7.13%
$74.9B
$782,000 0.1% of portfolio
3,002
Q3 2025 Reduced 4.12%
$49.1B
$799,000 0.1% of portfolio
667
Q3 2025 Reduced 0.89%
$0
$699,000 0.09% of portfolio
1,173
Q2 2025 Reduced 0.85%
$1.29T
$699,000 0.09% of portfolio
1,574
Q3 2025 Added 15.31%
$228B
$706,000 0.09% of portfolio
5,274
Q3 2025 Reduced 3.46%
$0
$717,000 0.09% of portfolio
11,982
Q3 2025 Reduced 3.14%
$14.8B
$752,000 0.09% of portfolio
5,445
Q3 2025 Reduced 6.52%
$94.5B
$746,000 0.09% of portfolio
2,189
Q2 2025 Reduced 1.35%
$82.8B
$709,000 0.09% of portfolio
2,461
Q3 2025 Reduced 5.05%
$0
$626,000 0.08% of portfolio
19,515
Q3 2025 New
$0
$639,000 0.08% of portfolio
11,795
Q3 2025 Reduced 1.04%
$193B
$641,000 0.08% of portfolio
5,600
Q3 2025 Reduced 0.2%
$0
$660,000 0.08% of portfolio
5,562
Q3 2025 Reduced 1.96%
$0
$685,000 0.08% of portfolio
8,551
Q1 2025 New
$136B
$696,000 0.08% of portfolio
2,947
Q3 2025 Added 0.07%
$98.6B
$611,000 0.07% of portfolio
6,456
Q3 2025 Added 0.03%
$300B
$604,000 0.07% of portfolio
1,752
Q3 2025 Reduced 84.39%
$224B
$613,000 0.07% of portfolio
2,019
Q3 2025 Reduced 0.59%
$0
$615,000 0.07% of portfolio
2,770
Q3 2025 Reduced 16.92%
$67.3B
$604,000 0.07% of portfolio
2,164
Q3 2025 Added 0.19%
$35.1B
$599,000 0.07% of portfolio
4,819
Q3 2025 Added 0.02%
$14.1B
$564,000 0.07% of portfolio
3,481
Q3 2025 Reduced 2.25%
$0
$540,000 0.07% of portfolio
2,213
Q1 2025 Reduced 2.21%
$6.94B
$611,000 0.07% of portfolio
5,055
Q3 2025 Reduced 63.75%
$13.4B
$509,000 0.06% of portfolio
7,239
Q3 2025 Reduced 1.09%
$32.3B
$454,000 0.06% of portfolio
2,298
Q3 2025 Reduced 6.32%
$167B
$491,000 0.06% of portfolio
5,148
Q3 2025 Reduced 5.02%
$0
$477,000 0.06% of portfolio
1,627
Q3 2025 Reduced 0.37%
$68.9B
$496,000 0.06% of portfolio
2,104
Q3 2025 Reduced 55.5%
$272B
$476,000 0.06% of portfolio
2,492
Q3 2025 Reduced 5.32%
$0
$473,000 0.06% of portfolio
3,357
Q2 2025 Reduced 2.89%

Summary

  • Portfolio
  • No. of Stocks 203
  • Current Value $821 Million
  • Prior Value $777 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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