DOSSIER · 13F-HR · Q2 2026

River Wealth Advisors LLC

$956M in tracked AUM across 217 positions as of Q2 2026.

RW
CIK 0001642570 · last filed Jun 30, 2026
Total AUM
$956M
as of Q2 2026
Holdings
217
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

River Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$54M188K5.7%
02
IWR
ISHARES TR
$51M464K5.4%
03
NVDA
NVIDIA CORPORATION
$45M224K4.7%
04
GOOGL
ALPHABET INC
$37M104K3.9%
05
IVV
ISHARES TR
$35M47K3.7%
06
MSFT
MICROSOFT CORP
$33M88K3.4%
07
VEU
VANGUARD INTL EQUITY INDEX F
$29M347K3.0%
08
XSMO
INVESCO EXCHANGE TRADED FD T
$29M309K3.0%
09
SMLF
ISHARES TR
$28M315K2.9%
10
CWB
SPDR SERIES TRUST
$26M239K2.7%

Filing history

2026Q2Jun 30
$956M 9.8%
217 positionsView →
2026Q1Mar 31
$871M 2.4%
205 positionsView →
2025Q4Dec 31
$892M 129.1%
208 positionsView →
2025Q3Sep 30
$389M 51.6%
85 positionsView →
2025Q2Jun 30
$804M 11.8%
202 positionsLocked
2025Q1Mar 31
$720M 4.6%
197 positionsLocked
2024Q4Dec 31
$754M 0.6%
207 positionsLocked
2024Q3Sep 30
$750M 7.6%
209 positionsLocked
2024Q2Jun 30
$697M 1.4%
193 positionsLocked
2024Q1Mar 31
$688M 9.9%
209 positionsLocked
2023Q4Dec 31
$626M 12.0%
208 positionsLocked
2023Q3Sep 30
$559M 5.1%
200 positionsLocked
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