River Wealth Advisors LLC

CIK

1642570

Location

CAMP HILL, PA

Portfolio Value

Small $631,096,011

Diversification

Diversified

Filing Date

Global Rank

#1,753 / 6,964 ▲ 629

Top Industry

Semiconductors 9.1%

3Y Alpha vs SPY

+19.8%

Period ended 46 days ago

Filed Aug 4, 2026 · 11d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+175.8%

SPY

+75.6%

Annualised alpha

+19.6%

Max drawdown

−19.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

149 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

+1.2 pts

Top 5

30.7%

+2.6 pts

Top 10

45.6%

+4.1 pts

HHI

303

Diversified+38

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.6%	$193,079,893	24
Financial Services	16.7%	$105,134,200	25
Industrials	12.1%	$76,494,573	31
Healthcare	10.6%	$67,136,236	16
Communication Services	8.8%	$55,689,443	7
Consumer Cyclical	7.7%	$48,776,948	12
Consumer Defensive	4.4%	$27,919,962	11
Energy	3.6%	$22,450,424	7
Basic Materials	2.0%	$12,539,543	5
Utilities	1.5%	$9,399,718	6
Unclassified	1.2%	$7,649,019	3
Real Estate	0.8%	$4,826,052	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	+15,482	27,271	$3,203,251
AVGO	Broadcom Inc.	+11,928	16,331	$6,169,035
NFLX	Netflix Inc	+7,103	13,666	$975,752
NVDA	Nvidia Corp	+6,519	224,298	$44,879,786
LRCX	Lam Research Corp	+4,805	55,083	$23,869,116
AMZN	Amazon Com Inc	+4,706	92,713	$22,097,216
AAPL	Apple Inc.	+3,830	188,343	$54,498,930
MSFT	Microsoft Corp	+3,755	88,060	$32,848,141
NOW	ServiceNow, Inc.	+2,578	64,380	$6,391,646
PEG	Public Service Enterprise Group Inc	+2,506	39,894	$3,237,797
SYK	Stryker Corp	+2,048	29,350	$9,240,554
MRK	Merck & Co., Inc.	+2,011	95,113	$12,222,020
WMT	Walmart Inc.	+1,748	66,044	$7,480,143
MCD	Mcdonalds Corp	+1,656	2,784	$752,543
TTWO	Take Two Interactive Software Inc	+1,581	52,985	$13,245,190
TJX	Tjx Companies Inc /De/	+1,428	84,389	$12,784,933
XOM	ExxonMobil Holdings Corp	+1,337	32,294	$4,415,235
BAC	Bank Of America Corp /De/	+1,225	265,098	$15,105,284
CHRW	C. H. Robinson Worldwide, Inc.	+1,114	2,358	$444,105
PEP	Pepsico Inc	+1,099	61,985	$8,392,769
DLR	Digital Realty Trust, Inc.	+781	22,713	$4,078,800
TMO	Thermo Fisher Scientific Inc.	+585	3,970	$1,990,399
JPM	Jpmorgan Chase & Co	+448	69,572	$22,773,002
CVX	Chevron Corp	+370	29,369	$4,868,205
V	Visa Inc.	+360	53,928	$18,502,157
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−211,696	25,267	$859,078
ACN	Accenture plc	−74,197	2,007	$249,751
TMUS	T-Mobile US, Inc.	−60,650	7,564	$1,268,709
GOOGL	Alphabet Inc.	−18,720	104,472	$37,335,158
TTEK	Tetra Tech Inc	−16,989	116,271	$3,359,069
HON	Honeywell International Inc	−2,737	2,744	$614,381
PPL	PPL Corp	−1,142	11,095	$403,303
FCX	Freeport-Mcmoran Inc	−1,099	87,700	$5,515,453
MRSH	Marsh & Mclennan Companies, Inc.	−866	8,580	$1,430,028
ORCL	Oracle Corp	−866	33,722	$4,941,959
CCJ	Cameco Corp	−718	41,915	$4,269,461
QCOM	Qualcomm Inc/De	−601	5,567	$1,028,725
COP	Conocophillips	−598	12,102	$1,258,123
UL	Unilever PLC	−566	10,881	$654,165
CEG	Constellation Energy Corp	−463	17,448	$4,333,559
CSL	Carlisle Companies Inc	−442	14,518	$5,266,404
PG	PROCTER & GAMBLE Co	−438	10,374	$1,521,243
COR	Cencora, Inc.	−427	42,089	$11,910,345
CL	Colgate Palmolive Co	−420	8,068	$739,674
COF	Capital One Financial Corp	−411	17,183	$3,447,253
ABBV	AbbVie Inc.	−389	13,328	$3,353,857
SPY	Spdr S&P 500 ETF Trust	−388	3,026	$2,259,726
FITB	Fifth Third Bancorp	−362	9,373	$528,356
MA	Mastercard Inc	−302	10,542	$5,414,371
APD	Air Products & Chemicals, Inc.	−256	12,050	$3,532,819
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
MRVL	Marvell Technology, Inc.	10,505	$3,129,334
PANW	Palo Alto Networks Inc	8,177	$2,788,520
MKC	Mccormick & Co Inc	15,555	$784,283
HONA	Honeywell Aerospace Inc.	2,746	$606,316
INTC	Intel Corp	2,677	$373,789
MU	Micron Technology Inc	305	$352,058
AMD	Advanced Micro Devices Inc	470	$273,027
TSM	Taiwan Semiconductor Manufacturing Co Ltd	551	$263,141
GE	General Electric Co	701	$261,984
DAL	Delta Air Lines, Inc.	2,607	$244,171
IBM	International Business Machines Corp	778	$218,781
ENS	EnerSys	917	$214,412
CRWD	CrowdStrike Holdings, Inc.	272	$207,574
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	327,769	$24,615,451
CRM	Salesforce, Inc.	32,804	$6,123,522
VXF	Vanguard Extended Market ETF	15,199	$3,127,954
VB	Vanguard Morningstar Small-Cap ETF	3,623	$948,936
VEA	Vanguard FTSE Developed Markets ETF	12,252	$785,108
IAU	Ishares Gold Trust	2,555	$225,248
ISRG	Intuitive Surgical Inc	479	$220,814
PLTR	Palantir Technologies Inc.	1,397	$204,353
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

149 tracked positions · $631,096,011 total · filing declares 217 positions · $955,732,279 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 149 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	188,343	+3,830	$54,498,930	+16.4%	8.64%
NVDA	Nvidia Corp Technology	Added	224,298	+6,519	$44,879,786	+18.2%	7.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	104,472	-18,720	$37,335,158	+5.4%	5.92%
MSFT	Microsoft Corp Technology	Added	88,060	+3,755	$32,848,141	+5.3%	5.20%
LRCX	Lam Research Corp Technology	Added	55,083	+4,805	$23,869,116	+122.2%	3.78%
JPM	Jpmorgan Chase & Co Financial Services	Added	69,572	+448	$22,773,002	+12.0%	3.61%
AMZN	Amazon Com Inc Consumer Cyclical	Added	92,713	+4,706	$22,097,216	+20.6%	3.50%
V	Visa Inc. Financial Services	Added	53,928	+360	$18,502,157	+14.3%	2.93%
ETN	Eaton Corp plc Industrials	Added	37,334	+20	$15,908,764	+19.2%	2.52%
BAC	Bank Of America Corp /De/ Financial Services	Added	265,098	+1,225	$15,105,284	+17.4%	2.39%
LLY	ELI LILLY & Co Healthcare	Reduced	11,881	-175	$14,250,429	+28.5%	2.26%
TTWO	Take Two Interactive Software Inc Communication Services	Added	52,985	+1,581	$13,245,190	+30.5%	2.10%
CB	Chubb Ltd Financial Services	Reduced	37,691	-72	$12,842,831	+4.3%	2.04%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	84,389	+1,428	$12,784,933	−3.5%	2.03%
MRK	Merck & Co., Inc. Healthcare	Added	95,113	+2,011	$12,222,020	+9.1%	1.94%
COR	Cencora, Inc. Healthcare	Reduced	42,089	-427	$11,910,345	−10.8%	1.89%
CAT	Caterpillar Inc Industrials	Added	9,782	+288	$10,416,851	+54.9%	1.65%
SYK	Stryker Corp Healthcare	Added	29,350	+2,048	$9,240,554	+3.0%	1.46%
BLK	BlackRock, Inc. Financial Services	Added	8,848	+79	$8,507,882	+0.9%	1.35%
PEP	Pepsico Inc Consumer Defensive	Added	61,985	+1,099	$8,392,769	−11.2%	1.33%
DE	Deere & Co Industrials	Reduced	12,370	-238	$7,846,662	+10.5%	1.24%
WM	Waste Management Inc Industrials	Added	33,652	+308	$7,500,357	−2.1%	1.19%
WMT	Walmart Inc. Consumer Defensive	Added	66,044	+1,748	$7,480,143	−6.4%	1.19%
TT	Trane Technologies plc Industrials	Reduced	14,007	-239	$6,879,678	+15.9%	1.09%
NOW	ServiceNow, Inc. Technology	Added	64,380	+2,578	$6,391,646	−1.1%	1.01%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,656	-130	$6,226,488	−7.9%	0.99%
AVGO	Broadcom Inc. Technology	Added	16,331	+11,928	$6,169,035	+352.7%	0.98%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	87,700	-1,099	$5,515,453	+5.7%	0.87%
MA	Mastercard Inc Financial Services	Reduced	10,542	-302	$5,414,371	−0.1%	0.86%
CSL	Carlisle Companies Inc Industrials	Reduced	14,518	-442	$5,266,404	+5.5%	0.83%
TRGP	Targa Resources Corp. Energy	Added	19,457	+50	$5,217,199	+7.2%	0.83%
ORCL	Oracle Corp Technology	Reduced	33,722	-866	$4,941,959	−2.9%	0.78%
CVX	Chevron Corp Energy	Added	29,369	+370	$4,868,205	−18.9%	0.77%
AMGN	Amgen Inc Healthcare	Reduced	13,155	-84	$4,763,688	+2.3%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,349	-18	$4,675,403	+27.2%	0.74%
XOM	ExxonMobil Holdings Corp Energy	Added	32,294	+1,337	$4,415,235	−15.9%	0.70%
CEG	Constellation Energy Corp Utilities	Reduced	17,448	-463	$4,333,559	−13.4%	0.69%
CCJ	Cameco Corp Energy	Reduced	41,915	-718	$4,269,461	−7.8%	0.68%
DLR	Digital Realty Trust, Inc. Real Estate	Added	22,713	+781	$4,078,800	+3.2%	0.65%
RTX	RTX Corp Industrials	Reduced	20,136	-109	$3,820,403	−2.2%	0.61%
PH	Parker-Hannifin Corp Industrials	Reduced	3,824	-80	$3,740,330	+7.0%	0.59%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	26,978	-125	$3,701,651	+16.1%	0.59%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	14,352	0	$3,533,749	+18.3%	0.56%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	12,050	-256	$3,532,819	−1.2%	0.56%
TEL	TE Connectivity plc Technology	Reduced	17,195	-35	$3,466,683	−3.7%	0.55%
COF	Capital One Financial Corp Financial Services	Reduced	17,183	-411	$3,447,253	+7.4%	0.55%
JNJ	Johnson & Johnson Healthcare	Reduced	13,550	-106	$3,441,293	+3.1%	0.55%
TTEK	Tetra Tech Inc Industrials	Reduced	116,271	-16,989	$3,359,069	−16.3%	0.53%
ABBV	AbbVie Inc. Healthcare	Reduced	13,328	-389	$3,353,857	+12.4%	0.53%
PEG	Public Service Enterprise Group Inc Utilities	Added	39,894	+2,506	$3,237,797	+7.0%	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.