River Wealth Advisors LLC

CIK

1642570

Location

CAMP HILL, PA

Portfolio Value

Micro $29,294,578

Diversification

Diversified

Filing Date

Global Rank

#2,394 / 8,586 ▼ 15

Top Industry

Consumer Electronics 8.0%

3Y Alpha vs SPY

-6.1%

Period ended 3 months ago

Filed May 13, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+52.4%

SPY

+78.1%

Annualised alpha

-6.1%

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

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

Top Position

7.9%

−0.2 pts

Top 5

28.0%

−2.0 pts

Top 10

41.1%

−2.8 pts

HHI

269

Diversified−20

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.6%	$168,978,186	18
Financial Services	16.1%	$95,475,480	25
Industrials	11.4%	$67,356,148	27
Healthcare	10.7%	$63,246,976	17
Communication Services	9.7%	$57,443,834	7
Consumer Cyclical	8.6%	$51,038,537	12
Consumer Defensive	5.0%	$29,294,578	10
Energy	4.2%	$25,014,496	7
Basic Materials	2.0%	$12,077,638	5
Utilities	1.7%	$9,967,590	6
Unclassified	1.1%	$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
XOM	Exxon Mobil Corp	−3,340	30,957	$5,252,164
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
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

10 positions · $29,294,578 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PEP	Pepsico Inc Consumer Defensive	Reduced	60,886	-342	$9,454,986	+7.6%	32.28%
WMT	Walmart Inc. Consumer Defensive	Added	64,296	+736	$7,990,706	+12.8%	27.28%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	6,786	-191	$6,761,773	+12.4%	23.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	10,812	-644	$1,561,685	−4.9%	5.33%
HSY	Hershey Co Consumer Defensive	Added	4,106	+3	$853,596	+14.3%	2.91%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	8,488	-627	$723,432	+0.4%	2.47%
UL	Unilever PLC Consumer Defensive	Reduced	11,447	-989	$652,135	−19.8%	2.23%
KO	Coca Cola Co Consumer Defensive	Reduced	7,929	-76	$603,000	+7.7%	2.06%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	4,418	-154	$426,204	−7.6%	1.45%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,047	-420	$267,061	+3.7%	0.91%