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
$45.2B
$510,000 0.06% of portfolio
8,547
Q3 2025 Reduced 0.65%
$0
$517,000 0.06% of portfolio
1,104
Q3 2025 Added 5.85%
$306B
$527,000 0.06% of portfolio
7,961
Q3 2025 Reduced 9.21%
$23B
$375,000 0.05% of portfolio
3,661
Q2 2025 Reduced 4.81%
$197B
$380,000 0.05% of portfolio
1,857
Q3 2025 Added 9.3%
$99.7B
$383,000 0.05% of portfolio
1,990
Q3 2025 Reduced 4.14%
$0
$405,000 0.05% of portfolio
4,640
Q3 2025 Reduced 0.9%
$0
$406,000 0.05% of portfolio
2,899
Q2 2024 Reduced 5.82%
$54.4B
$423,000 0.05% of portfolio
1,367
Q3 2025 Reduced 1.01%
$270B
$450,000 0.05% of portfolio
2,837
Q3 2025 Reduced 2.74%
$0
$387,000 0.05% of portfolio
519
Q1 2025 Reduced 39.16%
$0
$318,000 0.04% of portfolio
1,331
Q3 2025 Reduced 4.31%
$177B
$360,000 0.04% of portfolio
1,854
Q3 2025 Reduced 4.28%
$0
$330,000 0.04% of portfolio
8,557
Q3 2025 Added 15.59%
$0
$292,000 0.04% of portfolio
10,486
Q3 2025 New
$0
$297,000 0.04% of portfolio
3,876
Q3 2025 Reduced 4.86%
$22.8B
$324,000 0.04% of portfolio
3,086
Q3 2025 Reduced 11.65%
$0
$314,000 0.04% of portfolio
1,213
Q3 2025 Reduced 12.8%
$59.7B
$315,000 0.04% of portfolio
639
Q3 2025 Added 10.75%
$22.8B
$358,000 0.04% of portfolio
3,819
Q3 2025 Added 0.13%
$0
$358,000 0.04% of portfolio
6,663
Q3 2025 Reduced 15.26%
$168B
$367,000 0.04% of portfolio
4,874
Q3 2025 Added 0.25%
$72.4B
$256,000 0.03% of portfolio
718
Q2 2025 Reduced 0.14%
$47B
$253,000 0.03% of portfolio
517
Q3 2025 Added 0.19%
$0
$246,000 0.03% of portfolio
3,688
Q3 2025 Reduced 20.12%
$27.1B
$243,000 0.03% of portfolio
6,559
Q3 2025 Reduced 9.31%
$0
$238,000 0.03% of portfolio
1,217
Q2 2025 New
$123B
$230,000 0.03% of portfolio
461
Q2 2025 New
$34.9B
$222,000 0.03% of portfolio
936
Q3 2025 Added 0.11%
$0
$215,000 0.03% of portfolio
1,150
Q3 2025 New
$38B
$213,000 0.03% of portfolio
1,574
Q3 2025 Reduced 7.25%
$18.9B
$210,000 0.03% of portfolio
2,135
Q3 2025 Reduced 8.21%
$55.4B
$209,000 0.03% of portfolio
686
Q3 2025 New
$0
$206,000 0.03% of portfolio
646
Q3 2025 New
$0
$259,000 0.03% of portfolio
1,859
Q3 2025 Reduced 0.54%
$0
$269,000 0.03% of portfolio
3,020
Q3 2025 Added 0.67%
$0
$276,000 0.03% of portfolio
10,115
Q2 2025 Reduced 3.46%
$99.5B
$279,000 0.03% of portfolio
6,195
Q3 2025 Reduced 6.5%
$65.2B
$281,000 0.03% of portfolio
666
Q2 2025 Reduced 8.26%
$15.6B
$236,000 0.03% of portfolio
1,723
Q3 2025 Added 0.23%
$11.4B
$202,000 0.02% of portfolio
500
Q1 2025 Reduced 0.4%
$75.4B
$203,000 0.02% of portfolio
1,550
Q3 2025 Added 0.39%
$0
$120,000 0.01% of portfolio
14,688
Q3 2025 New
Lam Research Corp
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.29%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.37%
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.8%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.86%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.55%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

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
Track This Portfolio

Track River Wealth Advisors LLC Portfolio

Follow River Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email