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 ($40.43M).
The chart below shows the top 10 valuable assets, and the table below shows the top 207 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
River Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | 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 |