River Wealth Advisors LLC

Registered adviser

CIK

1642570

Location

CAMP HILL, PA

Portfolio Value

Small $955,732,195

Diversification

Diversified

Filing Date

Global Rank

#2,600 / 8,827 ▼ 41

Top Industry

Semiconductors 9.0%

Period ended 4 months ago

Filed Aug 4, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 173767

Roster of Nov 1, 2026

Regulatory AUM

$1,469,312,573

Main clients

Individuals and high net worth (96% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,469,312,573	Individuals and high net worth (96%)
Apr 2025 to Mar 2026	$1,257,151,714	Individuals and high net worth (94%)
Apr 2024 to Mar 2025	$1,064,243,971	Individuals and high net worth (95%)
May 2023 to Mar 2024	$896,649,243	Individuals and high net worth (95%)
Apr 2023	$896,649,243	Individuals and high net worth (95%)
Apr 2022 to Mar 2023	$1,040,134,975	Individuals and high net worth (96%)

3 earlier changes not shown.

Stated strategy

Fundamental active, Fixed income / rates, Multi-asset, Wealth management / planning Form ADV Part 2A, Jun 15, 2026 · original

In the firm's words

Fundamental active: River Wealth takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options, and other such asset classes.
Fixed income / rates: River Wealth primarily allocates client assets among various stocks, bonds, mutual funds, and exchangetraded funds (“ETFs”) in accordance with its individual clients’ investment objectives.
Multi-asset: River Wealth primarily allocates client assets among various stocks, bonds, mutual funds, and exchangetraded funds (“ETFs”) in accordance with its individual clients’ investment objectives.
Wealth management / planning: River Wealth offers a variety of advisory services, including asset management, financial planning, and investment consulting.

Stated strategy

Fundamental active, Multi-asset, Fixed income / rates, Wealth management / planning Form ADV Part 2A, Mar 30, 2026 · original

In the firm's words

Fundamental active: River Wealth takes a largely fundamental approach to analyzing investments, which may include stocks, bonds, ETFs, mutual funds, options, and other such asset classes.
Multi-asset: River Wealth primarily allocates client assets among various stocks, bonds, mutual funds, and exchangetraded funds (“ETFs”) in accordance with its individual clients’ investment objectives.
Fixed income / rates: River Wealth primarily allocates client assets among various stocks, bonds, mutual funds, and exchangetraded funds (“ETFs”) in accordance with its individual clients’ investment objectives.
Wealth management / planning: River Wealth offers clients a broad range of financial planning and investment consulting services, which may include any or all of the following functions:

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.9%, 18.8 effective positions, active share 55.9% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

11.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.2 quarters (12+), a floor since 70.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 55.9%; sector active share 21.1% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

18.9%

+2.4 pts

Top 5

37.7%

+3.5 pts

Top 10

51.9%

+4.2 pts

HHI

532

Diversified+95

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.0%	$324,527,856	69
Technology	20.2%	$193,079,893	24
Financial Services	11.0%	$105,486,042	26
Industrials	8.0%	$76,495,342	31
Healthcare	7.0%	$67,136,236	16
Communication Services	6.6%	$63,094,179	8
Consumer Cyclical	5.1%	$48,776,948	12
Consumer Defensive	2.9%	$27,919,962	11
Energy	2.3%	$22,450,424	7
Basic Materials	1.3%	$12,539,543	5
Utilities	1.0%	$9,399,718	6
Real Estate	0.5%	$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
VEU	Vanguard International Equity Index Funds	+18,907	346,676	$29,034,115
VUG	VANGUARD GROWTH INDEX FUND	+16,648	20,301	$1,748,728
CSCO	Cisco Systems, Inc.	+15,482	27,271	$3,203,251
IEMG	iShares Trust	+14,974	224,173	$18,570,491
IWR	iShares Russell Mid-Cap ETF	+13,704	463,864	$51,173,476
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
VO	VANGUARD MID-CAP INDEX FUND	+4,761	6,349	$511,538
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
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+3,704	4,223	$504,732
IWF	iShares Russell 1000 Growth ETF	+3,160	4,429	$549,948
GOOGL	Alphabet Inc.	+2,600	104,472	$37,335,158
NOW	ServiceNow, Inc.	+2,578	64,380	$6,391,646
PEG	Public Service Enterprise Group Inc	+2,506	39,894	$3,237,797
RSP	Victory Portfolios II	+2,357	27,976	$5,952,453
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
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	+1,683	238,819	$25,749,464
MCD	Mcdonalds Corp	+1,656	2,784	$752,543
TTWO	Take Two Interactive Software Inc	+1,581	52,985	$13,245,190
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
TTEK	Tetra Tech Inc	−16,989	116,271	$3,359,069
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	−9,318	93,812	$4,725,310
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	−6,309	54,243	$1,059,094
XSMO	Victory Portfolios II	−5,022	309,168	$28,947,399
SCHM	Schwab U.S. Mid-Cap ETF	−4,442	86,029	$3,171,889
HON	Honeywell International Inc	−2,737	2,744	$614,381
SMLF	iShares U.S. Small-Cap Equity Factor ETF	−2,580	315,394	$28,114,221
BSCV		−2,417	80,448	$1,318,140
IWM	iShares Russell 2000 ETF	−2,358	80,655	$24,232,794
BSCR	Invesco BulletShares 2027 Corporate Bond ETF	−1,585	66,365	$1,301,749
BSCX		−1,362	82,602	$1,739,185
BSCW		−1,348	93,296	$1,913,500
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	−1,335	77,755	$1,444,299
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	−1,196	70,180	$1,429,566
IJH	iShares Core S&P Mid-Cap ETF	−1,172	59,871	$4,616,652
PPL	PPL Corp	−1,142	11,095	$403,303
FCX	Freeport-Mcmoran Inc	−1,099	87,700	$5,515,453
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−1,043	8,566	$1,631,994
MRSH	Marsh & Mclennan Companies, Inc.	−866	8,580	$1,430,028
ORCL	Oracle Corp	−866	33,722	$4,941,959
VTV	VANGUARD VALUE INDEX FUND	−780	3,841	$837,069
FNCL	Fidelity MSCI Financials Index ETF	−772	3,532	$270,409
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 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	$607,085
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
IWO	iShares Russell 2000 Growth ETF	577	$227,314
IBM	International Business Machines Corp	778	$218,781
ENS	EnerSys	917	$214,412
VV	VANGUARD LARGE-CAP INDEX FUND	618	$212,536
—		1,447	$211,855
CRWD	CrowdStrike Holdings, Inc.	272	$207,574
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	32,804	$6,123,522
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

217 tracked positions · $955,732,195 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 217 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Added	188,343	+3,830	$54,498,930	+16.4%	26+	before history	5.70%
IWR	iShares Russell Mid-Cap ETF	Added	463,864	+13,704	$51,173,476	+16.9%	26+	before history	5.35%
NVDA	Nvidia Corp Technology	Added	224,298	+6,519	$44,879,786	+18.2%	26+	before history	4.70%
GOOGL	Alphabet Inc. Communication Services	Added	104,472	+2,600	$37,335,158	+27.4%	26+	before history	3.91%
IVV	iShares Core S&P 500 ETF	Reduced	47,211	-238	$35,355,845	+14.1%	26+	before history	3.70%
MSFT	Microsoft Corp Technology	Added	88,060	+3,755	$32,848,141	+5.3%	26+	before history	3.44%
VEU	Vanguard International Equity Index Funds	Added	346,676	+18,907	$29,034,115	+18.0%	26+	before history	3.04%
XSMO	Victory Portfolios II	Reduced	309,168	-5,022	$28,947,399	+21.2%	5	$64.52	3.03%
SMLF	iShares U.S. Small-Cap Equity Factor ETF	Reduced	315,394	-2,580	$28,114,221	+17.1%	5	unpriced	2.94%
CWB	State Street(R) SPDR(R) Bloomberg Convertible Securities ETF	Added	238,819	+1,683	$25,749,464	+18.6%	26+	before history	2.69%
IWM	iShares Russell 2000 ETF	Reduced	80,655	-2,358	$24,232,794	+17.7%	26+	before history	2.54%
LRCX	Lam Research Corp Technology	Added	55,083	+4,805	$23,869,116	+122.2%	25	$74.64	2.50%
JPM	Jpmorgan Chase & Co Financial Services	Added	69,572	+448	$22,773,002	+12.0%	26+	before history	2.38%
AMZN	Amazon Com Inc Consumer Cyclical	Added	92,713	+4,706	$22,097,216	+20.6%	26+	before history	2.31%
IEMG	iShares Trust	Added	224,173	+14,974	$18,570,491	—	26+	before history	1.94%
V	Visa Inc. Financial Services	Added	53,928	+360	$18,502,157	+14.3%	26+	before history	1.94%
ETN	Eaton Corp plc Industrials	Added	37,334	+20	$15,908,764	+19.2%	26+	before history	1.66%
BAC	Bank Of America Corp Financial Services	Added	265,098	+1,225	$15,105,284	+17.4%	26+	before history	1.58%
LLY	ELI LILLY & Co Healthcare	Reduced	11,881	-175	$14,250,429	+28.5%	15	$733.94	1.49%
TTWO	Take Two Interactive Software Inc Communication Services	Added	52,985	+1,581	$13,245,190	+30.5%	8	$183.04	1.39%
CB	Chubb Ltd Financial Services	Reduced	37,691	-72	$12,842,831	+4.3%	26+	before history	1.34%
TJX	Tjx Companies Inc Consumer Cyclical	Added	84,389	+1,428	$12,784,933	−3.5%	25	$90.34	1.34%
MRK	Merck & Co., Inc. Healthcare	Added	95,113	+2,011	$12,222,020	+9.1%	26+	before history	1.28%
COR	Cencora, Inc. Healthcare	Reduced	42,089	-427	$11,910,345	−10.8%	26+	before history	1.25%
CAT	Caterpillar Inc Industrials	Added	9,782	+288	$10,416,851	+54.9%	26+	before history	1.09%
SYK	Stryker Corp Healthcare	Added	29,350	+2,048	$9,240,554	+3.0%	26+	before history	0.97%
BLK	BlackRock, Inc. Financial Services	Added	8,848	+79	$8,507,882	+0.9%	7	$1,023.71	0.89%
PEP	Pepsico Inc Consumer Defensive	Added	61,985	+1,099	$8,392,769	−11.2%	26+	before history	0.88%
DE	Deere & Co Industrials	Reduced	12,370	-238	$7,846,662	+10.5%	26+	before history	0.82%
WM	Waste Management Inc Industrials	Added	33,652	+308	$7,500,357	−2.1%	25	$183.34	0.78%
WMT	Walmart Inc. Consumer Defensive	Added	66,044	+1,748	$7,480,143	−6.4%	23	$97.26	0.78%
GOOG	Alphabet Inc. Communication Services	Reduced	20,957	-363	$7,404,736	+21.1%	26+	before history	0.77%
TT	Trane Technologies plc Industrials	Reduced	14,007	-239	$6,879,678	+15.9%	26+	before history	0.72%
NOW	ServiceNow, Inc. Technology	Added	64,380	+2,578	$6,391,646	−1.1%	5	unpriced	0.67%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	6,656	-130	$6,226,488	−7.9%	24	$569.99	0.65%
AVGO	Broadcom Inc. Technology	Added	16,331	+11,928	$6,169,035	+352.7%	7	$365.23	0.65%
RSP	Victory Portfolios II	Added	27,976	+2,357	$5,952,453	+21.1%	2	$198.72	0.62%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	87,700	-1,099	$5,515,453	+5.7%	18	$40.40	0.58%
MA	Mastercard Inc Financial Services	Reduced	10,542	-302	$5,414,371	−0.1%	26+	before history	0.57%
CSL	Carlisle Companies Inc Industrials	Reduced	14,518	-442	$5,266,404	+5.5%	26+	before history	0.55%
TRGP	Targa Resources Corp. Energy	Added	19,457	+50	$5,217,199	+7.2%	14	$91.79	0.55%
ORCL	Oracle Corp Technology	Reduced	33,722	-866	$4,941,959	−2.9%	26+	before history	0.52%
CVX	Chevron Corp Energy	Added	29,369	+370	$4,868,205	−18.9%	26+	before history	0.51%
AMGN	Amgen Inc Healthcare	Reduced	13,155	-84	$4,763,688	+2.3%	26+	before history	0.50%
SLQD	iShares 0-5 Year Investment Grade Corporate Bond ETF	Reduced	93,812	-9,318	$4,725,310	−9.3%	25	unpriced	0.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,349	-18	$4,675,403	+27.2%	26+	before history	0.49%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	59,871	-1,172	$4,616,652	+12.0%	26+	before history	0.48%
XOM	ExxonMobil Holdings Corp Energy	Added	32,294	+1,337	$4,415,235	−15.9%	26+	before history	0.46%
CEG	Constellation Energy Corp Utilities	Reduced	17,448	-463	$4,333,559	−13.4%	8	$272.32	0.45%
CCJ	Cameco Corp Energy	Reduced	41,915	-718	$4,269,461	−7.8%	6	$59.44	0.45%

Showing the top 50 of 217 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.