River Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, River Wealth Advisors LLC held in its portfolio 207 assets valued at $891,737,568 (i.e. $891.74M).

The most valuable assets in the portfolio included: APPLE INC ($50.55M), ISHARES TR ($41.41M), and NVIDIA CORPORATION ($40.43M).

The chart below shows the top 10 valuable assets, and the table below shows the top 207 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in River Wealth Advisors LLC Portfolio
APPLE INC
ISHARES TR
NVIDIA CORPORATION
MICROSOFT CORP
ISHARES TR
ALPHABET INC
ISHARES TR
INVESCO EXCHANGE TRADED FD T
JPMORGAN CHASE & CO.
SPDR SERIES TRUST
River Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 185954 50553320 COM
ISHARES TR 430189 41414331 RUS MID CAP ETF
NVIDIA CORPORATION 216783 40430070 COM
MICROSOFT CORP 81133 39237445 COM
ISHARES TR 51874 35530596 CORE S&P500 ETF
ALPHABET INC 106769 33418793 CAP STK CL A
ISHARES TR 360566 26999196 US SML CAP EQT
INVESCO EXCHANGE TRADED FD T 356629 25680864 S&P SMLCP MOMENT
JPMORGAN CHASE & CO. 68992 22230757 COM
SPDR SERIES TRUST 238152 21386724 STATE STREET SPD
ISHARES TR 86270 21236118 RUSSELL 2000 ETF
AMAZON COM INC 86337 19928201 COM
VISA INC 52948 18569383 COM CL A
VANGUARD INTL EQUITY INDEX F 248722 18296021 ALLWRLD EX US
ACCENTURE PLC IRELAND 67385 18079393 SHS CLASS A
CENCORA INC 43919 14833512 COM
BANK AMERICA CORP 259550 14275262 COM
ELI LILLY & CO 12666 13612246 COM
T-MOBILE US INC 65878 13375923 COM
TAKE-TWO INTERACTIVE SOFTWAR 46690 11954041 COM
EATON CORP PLC 36555 11643245 SHS
CHUBB LIMITED 36825 11493756 COM
TJX COS INC NEW 72523 11140316 COM
MERCK & CO INC 93839 9877486 COM
ISHARES INC 145353 9770663 CORE MSCI EMKT
LAM RESEARCH CORP 53959 9236702 COM NEW
BLACKROCK INC 8264 8844980 COM
SALESFORCE INC 33221 8800501 COM
PEPSICO INC 61228 8787478 COM
CHIPOTLE MEXICAN GRILL INC 215040 7956480 COM
STRYKER CORPORATION 22508 7911042 COM
SERVICENOW INC 46275 7088791 COM
WALMART INC 63560 7081181 COM
ORACLE CORP 35218 6864372 COM
ALPHABET INC 21814 6845234 CAP STK CL C
WASTE MGMT INC DEL 30495 6700100 COM
MASTERCARD INCORPORATED 11095 6334144 CL A
CONSTELLATION ENERGY CORP 17693 6250371 COM
DEERE & CO 12969 6037760 COM
COSTCO WHSL CORP NEW 6977 6016426 COM
TRANE TECHNOLOGIES PLC 14400 5604480 SHS
ISHARES TR 108095 5480428 0-5YR INVT GR CP
CHEVRON CORP NEW 35487 5408636 COM
CARLISLE COS INC 16024 5125541 COM
TETRA TECH INC NEW 145804 4890271 COM
TARGA RES CORP 26071 4810010 COM
FREEPORT-MCMORAN INC 90953 4619506 CL B
AMGEN INC 13678 4477082 COM
CAPITAL ONE FINL CORP 18413 4462507 COM
CATERPILLAR INC 7662 4389569 COM
EXXON MOBIL CORP 34297 4127346 COM
ISHARES TR 61384 4051374 CORE S&P MCP ETF
CAMECO CORP 43699 3998031 COM
TE CONNECTIVITY PLC 17380 3954090 ORD SHS
INVESCO QQQ TR 6416 3941410 UNIT SER 1
ISHARES TR 29058 3823772 S&P MC 400VL ETF
RTX CORPORATION 20466 3753420 COM
PARKER-HANNIFIN CORP 4000 3516069 COM
VANGUARD INDEX FDS 16391 3427776 EXTEND MKT ETF
ABBVIE INC 14872 3398085 COM
DIGITAL RLTY TR INC 21450 3318564 COM
PULTE GROUP INC 27823 3262525 COM
AIR PRODS & CHEMS INC 13022 3216691 COM
PNC FINL SVCS GROUP INC 14700 3068362 COM
JOHNSON & JOHNSON 14080 2913957 COM
GOLDMAN SACHS GROUP INC 3268 2872485 COM
SCHWAB STRATEGIC TR 94098 2829512 US MID-CAP ETF
LOWES COS INC 11332 2732777 COM
PUBLIC SVC ENTERPRISE GRP IN 32912 2642807 COM
META PLATFORMS INC 3896 2571810 CL A
HOME DEPOT INC 7321 2519240 COM
SPDR S&P 500 ETF TR 3658 2494636 TR UNIT
LINDE PLC 5723 2440230 SHS
ISHARES TR 6398 2389270 RUS 1000 ETF
VANGUARD INDEX FDS 7860 2374598 SML CP GRW ETF
INVESCO EXCH TRD SLF IDX FD 111556 2183710 BULSHS 2026 CB
VANGUARD INDEX FDS 3388 2124898 S&P 500 ETF SHS
THERMO FISHER SCIENTIFIC INC 3643 2110937 COM
INVESCO EXCH TRD SLF IDX FD 95002 1875340 BULSHS 2027 CB
MARSH & MCLENNAN COS INC 9963 1848388 COM
BERKSHIRE HATHAWAY INC DEL 3671 1845229 CL B NEW
ISHARES TR 33393 1826915 MSCI EMG MKT ETF
VANGUARD INDEX FDS 3704 1807181 GROWTH ETF
DANAHER CORPORATION 7770 1778657 COM
PHILLIPS 66 13513 1743679 COM
PROCTER AND GAMBLE CO 11456 1641713 COM
SELECT SECTOR SPDR TR 10571 1521870 STATE STREET TEC
ISHARES TR 15452 1496990 S&P MC 400GR ETF
BROADCOM INC 4322 1495841 COM
CONOCOPHILLIPS 15900 1488364 COM
ELEVANCE HEALTH INC FORMERLY 4095 1435503 COM
INVESCO EXCH TRD SLF IDX FD 68425 1428373 BULLETSHS 2032
INVESCO EXCH TRD SLF IDX FD 69230 1426138 INVSCO BLSH 28
INVESCO EXCH TRD SLF IDX FD 74586 1404828 BULETSHS 2029
S&P GLOBAL INC 2619 1368664 COM
INVESCO EXCH TRD SLF IDX FD 78851 1316419 BULETSHS 2031 CP
INVESCO EXCH TRD SLF IDX FD 74800 1265616 INVSCO 30 CORP
INVESCO EXCH TRD SLF IDX FD 58116 1247170 INVESCO BULLETSH
KEARNY FINL CORP MD 166946 1237070 COM
QUALCOMM INC 7190 1229850 COM
ISHARES TR 12713 1220860 MSCI EAFE ETF
TESLA INC 2576 1158367 COM
MCKESSON CORP 1383 1134462 COM
D R HORTON INC 7758 1117320 COM
ROYAL BK CDA 6469 1102900 COM
HONEYWELL INTL INC 5633 1098945 COM
ALLEGION PLC 6821 1086072 ORD SHS
ISHARES TR 7502 1058833 SELECT DIVID ETF
VANGUARD INDEX FDS 3976 1025610 SMALL CP ETF
SELECT SECTOR SPDR TR 22814 1020014 STATE STREET ENE
VANGUARD INDEX FDS 3003 1006792 TOTAL STK MKT
VANGUARD INDEX FDS 4943 944064 VALUE ETF
NORFOLK SOUTHN CORP 3200 923904 COM
CISCO SYS INC 11559 890356 COM
PROLOGIS INC. 6968 889585 COM
AUTOMATIC DATA PROCESSING IN 3412 877586 COM
WELLS FARGO CO NEW 9235 860714 COM
ISHARES TR 12195 846577 CORE DIV GRWTH
BOEING CO 3811 827545 COM
UNILEVER PLC 12436 813314 SPON ADR NEW
INGERSOLL RAND INC 9837 779288 COM
VANGUARD TAX-MANAGED FDS 12143 758574 VAN FTSE DEV MKT
GENERAL DYNAMICS CORP 2242 754641 COM
HERSHEY CO 4103 746695 COM
INVESCO EXCH TRD SLF IDX FD 35428 744697 BULLETSHARES 203
TOLL BROTHERS INC 5339 721940 COM
COLGATE PALMOLIVE CO 9115 720288 COM
ILLINOIS TOOL WKS INC 2894 712881 COM
SPDR S&P MIDCAP 400 ETF TR 1171 706441 UTSER1 S&PDCRP
VANGUARD INTL EQUITY INDEX F 13019 699902 FTSE EMR MKT ETF
TRAVELERS COMPANIES INC 2403 696885 COM
ISHARES INC 8551 690408 MSCI JAPAN ETF
ABBOTT LABS 5387 674965 COM
ISHARES TR 5481 658681 CORE S&P SCP ETF
THE CIGNA GROUP 2393 658649 COM
DISNEY WALT CO 5680 646224 COM
SCHWAB STRATEGIC TR 19515 640090 1000 INDEX ETF
NETFLIX INC 6710 629130 COM
FEDEX CORP 2106 608248 COM
FIDELITY COVINGTON TRUST 2690 604455 MSCI INFO TECH I
SOUTHERN CO 6441 561653 COM
COCA COLA CO 8005 559630 COM
NEXTERA ENERGY INC 6900 553914 COM
PROSHARES TR 5851 551750 PSHS ULTRA TECH
ISHARES TR 6088 544611 CORE MSCI EAFE
VANGUARD WORLD FD 2163 543281 MEGA CAP INDEX
ISHARES TR 1104 522524 RUS 1000 GRW ETF
TOYOTA MOTOR CORP 2377 508821 ADS
MORGAN STANLEY 2837 503653 COM NEW
VANGUARD WHITEHALL FDS 3379 484968 HIGH DIV YLD
APPLIED MATLS INC 1884 484042 COM
ARROW ELECTRS INC 4375 482038 COM
FIFTH THIRD BANCORP 10191 477041 COM
CARRIER GLOBAL CORPORATION 8957 473296 COM
PPL CORP 13270 464712 COM
VANGUARD INDEX FDS 1596 463160 MID CAP ETF
KIMBERLY-CLARK CORP 4572 461244 COM
INTUITIVE SURGICAL INC 800 453088 COM NEW
M & T BK CORP 2228 448898 COM
MOOG INC 1800 438390 CL A
SCHWAB CHARLES CORP 4354 435025 COM
MASCO CORP 6254 396851 COM
VANGUARD WORLD FD 519 391212 INF TECH ETF
UNION PAC CORP 1662 384346 COM
SELECT SECTOR SPDR TR 6763 370400 STATE STREET FIN
PRICE T ROWE GROUP INC 3521 360444 COM
MCDONALDS CORP 1173 358504 COM
VANGUARD WORLD FD 1213 349163 HEALTH CAR ETF
UNITEDHEALTH GROUP INC 1049 346286 COM
SELECT SECTOR SPDR TR 2878 343662 STATE STREET CON
CUMMINS INC 666 339960 COM
DIMENSIONAL ETF TRUST 8560 338877 US CORE EQUITY 2
FIDELITY COVINGTON TRUST 4107 319279 MSCI FINLS IDX
TEXAS INSTRS INC 1834 318107 COM
BRISTOL-MYERS SQUIBB CO 5745 309904 COM
SCHWAB STRATEGIC TR 11266 309018 US DIVIDEND EQ
PAYCHEX INC 2723 305467 COM
AT&T INC 12209 303262 COM
PPG INDS INC 2955 302782 COM
QUEST DIAGNOSTICS INC 1723 298926 COM
PROSHARES TR 5650 297868 ULTRAPRO QQQ
LOCKHEED MARTIN CORP 602 291170 COM
MARATHON PETE CORP 1765 287112 COM
FIDELITY COMWLTH TR 3020 276028 NASDAQ COMPSIT
FIDELITY COVINGTON TRUST 3594 266963 MSCI HLTH CARE I
ISHARES TR 1859 262212 RUS MDCP VAL ETF
NUCOR CORP 1579 257629 COM
ALTRIA GROUP INC 4467 257568 COM
AVERY DENNISON CORP 1403 255178 COM
AON PLC 698 246311 SHS CL A
AMERIPRISE FINL INC 500 245170 COM
ISHARES TR 1217 243011 U.S. TECH ETF
PALANTIR TECHNOLOGIES INC 1331 236586 CL A
SCHWAB STRATEGIC TR 8060 229549 US SML CAP ETF
L3HARRIS TECHNOLOGIES INC 769 225756 COM
EMERSON ELEC CO 1697 225251 COM
VANGUARD WORLD FD 1150 222675 COMM SRVC ETF
VERIZON COMMUNICATIONS INC 5399 219901 COM
GALLAGHER ARTHUR J & CO 843 218160 COM
C H ROBINSON WORLDWIDE INC 1354 217670 COM NEW
BROWN & BROWN INC 2694 214712 COM
VANGUARD INDEX FDS 2378 210468 REAL ESTATE ETF
ISHARES TR 646 208665 RUS 2000 GRW ETF
INVESCO EXCH TRD SLF IDX FD 9778 203481 BULLETSHARES
ISHARES TR 1466 200755 RUS MD CP GR ETF
BLACKSTONE INC 1298 200074 COM
NUVEEN PFD & INCOME OPPORTUN 14688 119120 COM