River Wealth Advisors LLC

CIK

1642570

Location

CAMP HILL, PA

Portfolio Value

Small $585,974,178

Diversification

Diversified

Filing Date

Global Rank

#2,390 / 8,603 ▼ 8 · as of Mar 2026

Top Industry

Consumer Electronics 8.1%

3Y Alpha vs SPY

-5.4%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+53.5%

SPY

+76.0%

Annualised alpha

-5.4%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

139 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.0%

−0.2 pts

Top 5

28.3%

−2.0 pts

Top 10

41.5%

−2.7 pts

HHI

273

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.8%	$168,978,186	18
Financial Services	16.3%	$95,415,982	25
Industrials	11.5%	$67,274,767	27
Healthcare	10.8%	$63,246,976	17
Communication Services	9.8%	$57,443,834	7
Consumer Cyclical	8.7%	$51,038,537	12
Consumer Defensive	5.0%	$29,294,578	10
Energy	3.4%	$19,762,332	6
Basic Materials	2.1%	$12,077,638	5
Utilities	1.7%	$9,967,590	6
Unclassified	1.2%	$6,759,376	4
Real Estate	0.8%	$4,714,382	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	+21,923	236,963	$7,585,185
NOW	ServiceNow, Inc.	+15,527	61,802	$6,461,399
TJX	Tjx Companies Inc /De/	+10,438	82,961	$13,248,871
ACN	Accenture plc	+8,819	76,204	$15,110,491
SYK	Stryker Corp	+4,794	27,302	$8,971,164
TTWO	Take Two Interactive Software Inc	+4,714	51,404	$10,152,290
PEG	Public Service Enterprise Group Inc	+4,476	37,388	$3,026,558
BAC	Bank Of America Corp /De/	+4,323	263,873	$12,863,808
MSFT	Microsoft Corp	+3,172	84,305	$31,207,181
WM	Waste Management Inc	+2,849	33,344	$7,662,117
TMUS	T-Mobile US, Inc.	+2,336	68,214	$14,326,986
CAT	Caterpillar Inc	+1,832	9,494	$6,726,119
AMZN	Amazon Com Inc	+1,670	88,007	$18,329,217
NVDA	Nvidia Corp	+996	217,779	$37,980,657
CB	Chubb Ltd	+938	37,763	$12,308,094
ETN	Eaton Corp plc	+759	37,314	$13,346,098
WMT	Walmart Inc.	+736	64,296	$7,990,706
V	Visa Inc.	+620	53,568	$16,190,392
BLK	BlackRock, Inc.	+505	8,769	$8,433,234
DLR	Digital Realty Trust, Inc.	+482	21,932	$3,952,365
WFC	Wells Fargo & Company/Mn	+259	9,494	$755,817
CSCO	Cisco Systems, Inc.	+230	11,789	$914,708
CEG	Constellation Energy Corp	+218	17,911	$5,001,646
ADP	Automatic Data Processing Inc	+179	3,591	$729,619
NEE	Nextera Energy Inc	+136	7,036	$653,503
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TTEK	Tetra Tech Inc	−12,544	133,260	$4,013,791
TRGP	Targa Resources Corp.	−6,664	19,407	$4,865,917
CVX	Chevron Corp	−6,488	28,999	$5,999,893
GOOGL	Alphabet Inc.	−4,897	101,872	$29,294,312
LRCX	Lam Research Corp	−3,681	50,278	$10,742,397
COP	Conocophillips	−3,200	12,700	$1,676,400
FCX	Freeport-Mcmoran Inc	−2,154	88,799	$5,219,605
PSX	Phillips 66	−1,603	11,910	$2,169,763
AAPL	Apple Inc.	−1,441	184,513	$46,827,554
COR	Cencora, Inc.	−1,403	42,516	$13,355,976
PLD	Prologis, Inc.	−1,203	5,765	$762,017
ABBV	AbbVie Inc.	−1,155	13,717	$2,983,310
CCJ	Cameco Corp	−1,066	42,633	$4,630,370
CSL	Carlisle Companies Inc	−1,064	14,960	$4,990,955
PPL	PPL Corp	−1,033	12,237	$467,453
QCOM	Qualcomm Inc/De	−1,022	6,168	$794,315
UL	Unilever PLC	−989	11,447	$652,135
COF	Capital One Financial Corp	−819	17,594	$3,209,673
MRK	Merck & Co., Inc.	−737	93,102	$11,199,239
PHM	Pultegroup Inc/Mi/	−720	27,103	$3,187,583
APD	Air Products & Chemicals, Inc.	−716	12,306	$3,574,769
MAS	Masco Corp /De/	−673	5,581	$336,924
PG	PROCTER & GAMBLE Co	−644	10,812	$1,561,685
ORCL	Oracle Corp	−630	34,588	$5,088,240
CL	Colgate Palmolive Co	−627	8,488	$723,432
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TFC	Truist Financial Corp	8,057	$370,380
IAU	Ishares Gold Trust	2,555	$225,248
ETR	Entergy Corp /De/	1,806	$202,922
AME	Ametek Inc/	937	$200,855
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
T	At&T Inc.	12,209	$303,271
AJG	Arthur J. Gallagher & Co.	843	$218,159
BRO	Brown & Brown, Inc.	2,694	$214,711
BX	Blackstone Inc.	1,298	$200,073
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

139 positions · $585,974,178 total · as of Mar 31, 2026

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

Showing 1–50 of 139 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	184,513	-1,441	$46,827,554	−7.4%	7.99%
NVDA	Nvidia Corp Technology	Added	217,779	+996	$37,980,657	−6.1%	6.48%
MSFT	Microsoft Corp Technology	Added	84,305	+3,172	$31,207,181	−20.5%	5.33%
GOOGL	Alphabet Inc. Communication Services	Reduced	101,872	-4,897	$29,294,312	−12.3%	5.00%
JPM	Jpmorgan Chase & Co Financial Services	Added	69,124	+132	$20,333,515	−8.5%	3.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	88,007	+1,670	$18,329,217	−8.0%	3.13%
V	Visa Inc. Financial Services	Added	53,568	+620	$16,190,392	−12.8%	2.76%
ACN	Accenture plc Technology	Added	76,204	+8,819	$15,110,491	−16.4%	2.58%
TMUS	T-Mobile US, Inc. Communication Services	Added	68,214	+2,336	$14,326,986	+7.1%	2.44%
COR	Cencora, Inc. Healthcare	Reduced	42,516	-1,403	$13,355,976	−10.0%	2.28%
ETN	Eaton Corp plc Industrials	Added	37,314	+759	$13,346,098	+14.6%	2.28%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	82,961	+10,438	$13,248,871	+18.9%	2.26%
BAC	Bank Of America Corp /De/ Financial Services	Added	263,873	+4,323	$12,863,808	−9.9%	2.20%
CB	Chubb Ltd Financial Services	Added	37,763	+938	$12,308,094	+7.1%	2.10%
MRK	Merck & Co., Inc. Healthcare	Reduced	93,102	-737	$11,199,239	+13.4%	1.91%
LLY	ELI LILLY & Co Healthcare	Reduced	12,056	-610	$11,088,747	−18.5%	1.89%
LRCX	Lam Research Corp Technology	Reduced	50,278	-3,681	$10,742,397	+16.3%	1.83%
TTWO	Take Two Interactive Software Inc Communication Services	Added	51,404	+4,714	$10,152,290	−15.1%	1.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	60,886	-342	$9,454,986	+7.6%	1.61%
SYK	Stryker Corp Healthcare	Added	27,302	+4,794	$8,971,164	+13.4%	1.53%
BLK	BlackRock, Inc. Financial Services	Added	8,769	+505	$8,433,234	−4.7%	1.44%
WMT	Walmart Inc. Consumer Defensive	Added	64,296	+736	$7,990,706	+12.8%	1.36%
WM	Waste Management Inc Industrials	Added	33,344	+2,849	$7,662,117	+14.4%	1.31%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Added	236,963	+21,923	$7,585,185	−4.7%	1.29%
DE	Deere & Co Industrials	Reduced	12,608	-361	$7,102,086	+17.6%	1.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,786	-191	$6,761,773	+12.4%	1.15%
CAT	Caterpillar Inc Industrials	Added	9,494	+1,832	$6,726,119	+53.2%	1.15%
NOW	ServiceNow, Inc. Technology	Added	61,802	+15,527	$6,461,399	−8.9%	1.10%
CRM	Salesforce, Inc. Technology	Reduced	32,804	-417	$6,123,522	−30.4%	1.05%
CVX	Chevron Corp Energy	Reduced	28,999	-6,488	$5,999,893	+10.9%	1.02%
TT	Trane Technologies plc Industrials	Reduced	14,246	-154	$5,936,878	+5.9%	1.01%
MA	Mastercard Inc Financial Services	Reduced	10,844	-251	$5,418,313	−14.5%	0.92%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	88,799	-2,154	$5,219,605	+13.0%	0.89%
ORCL	Oracle Corp Technology	Reduced	34,588	-630	$5,088,240	−25.9%	0.87%
CEG	Constellation Energy Corp Utilities	Added	17,911	+218	$5,001,646	−20.0%	0.85%
CSL	Carlisle Companies Inc Industrials	Reduced	14,960	-1,064	$4,990,955	−2.6%	0.85%
TRGP	Targa Resources Corp. Energy	Reduced	19,407	-6,664	$4,865,917	+1.2%	0.83%
AMGN	Amgen Inc Healthcare	Reduced	13,239	-439	$4,658,142	+4.0%	0.79%
CCJ	Cameco Corp Energy	Reduced	42,633	-1,066	$4,630,370	+15.8%	0.79%
TTEK	Tetra Tech Inc Industrials	Reduced	133,260	-12,544	$4,013,791	−17.9%	0.68%
DLR	Digital Realty Trust, Inc. Real Estate	Added	21,932	+482	$3,952,365	+19.1%	0.67%
RTX	RTX Corp Industrials	Reduced	20,245	-221	$3,905,260	+4.0%	0.67%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,367	-49	$3,674,905	−6.8%	0.63%
TEL	TE Connectivity plc Technology	Reduced	17,230	-150	$3,601,414	−8.9%	0.61%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	12,306	-716	$3,574,769	+11.1%	0.61%
PH	Parker-Hannifin Corp Industrials	Reduced	3,904	-96	$3,495,016	−0.6%	0.60%
JNJ	Johnson & Johnson Healthcare	Reduced	13,656	-424	$3,338,072	+14.6%	0.57%
COF	Capital One Financial Corp Financial Services	Reduced	17,594	-819	$3,209,673	−28.1%	0.55%
PHM	Pultegroup Inc/Mi/ Consumer Cyclical	Reduced	27,103	-720	$3,187,583	−2.3%	0.54%
PEG	Public Service Enterprise Group Inc Utilities	Added	37,388	+4,476	$3,026,558	+14.5%	0.52%