River Wealth Advisors LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), River Wealth Advisors LLC reported 217 stock positions worth $955.7 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Russell Mid-Cap ETF (IWR, 5.4%) and Nvidia (NVDA, 4.7%). Compared with Q1 2026, it opened 15 new positions, sold out of 4, added to 55 and reduced 116. The biggest buy was Lam Research (LRCX, shares +10%) and the biggest sale Accenture Class A (ACN, shares −97%).

Most Recent 13F
Q2 2026
Location
CAMP HILL, PA
CIK
0001642570
Portfolio Value
$955.7M (Q2 2026)
SEC Filing
0001642570-26-000008 ↗ filed Aug 4, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $687.9M Q1 2024 Q2 2024: $697.2M Q2 2024 Q3 2024: $750.2M Q3 2024 Q4 2024: $754.4M Q4 2024 Q1 2025: $719.5M Q1 2025 Q2 2025: $804.5M Q2 2025 Q3 2025: $855.3M Q3 2025 Q4 2025: $891.7M Q4 2025 Q1 2026: $870.8M Q1 2026 Q2 2026: $955.7M $955.7M Q2 2026

Holdings 217 stocks · $955.7M

AAPL Apple Inc. 5.70% 188,343 $54.5M Add +2.1%
IWR iShares Russell Mid-Cap ETF 5.35% 463,864 $51.2M Add +3.0%
NVDA Nvidia Corp. 4.70% 224,298 $44.9M Add +3.0%
GOOGL Alphabet Inc. Class A 3.91% 104,472 $37.3M Add +2.5%
IVV iShares Core S&P 500 ETF 3.70% 47,211 $35.4M Reduce -0.5%
MSFT Microsoft Corp. 3.44% 88,060 $32.8M Add +4.5%
VEU Vanguard Ftse All-World Ex-U 3.04% 346,676 $29.0M Add +5.8%
XSMO Invesco S&P Smallcap Momentu 3.03% 309,168 $28.9M Reduce -1.6%
SMLF iShares US Smallcap Equity F 2.94% 315,394 $28.1M Reduce -0.8%
CWB SS SPDR BB Conv Sec ETF 2.69% 238,819 $25.7M Add +0.7%
IWM iShares Russell 2000 ETF 2.54% 80,655 $24.2M Reduce -2.8%
LRCX Lam Research Corp. 2.50% 55,083 $23.9M Add +9.6%
JPM JPMorgan Chase & Co. 2.38% 69,572 $22.8M Add +0.7%
AMZN Amazon.com Inc. 2.31% 92,713 $22.1M Add +5.3%
IEMG iShares Core MSCI Emerging 1.94% 224,173 $18.6M Add +7.2%
V Visa Inc. Class A 1.94% 53,928 $18.5M Add +0.7%
ETN Eaton Corp. PLC 1.66% 37,334 $15.9M Add +0.1%
BAC Bank of America Corp. 1.58% 265,098 $15.1M Add +0.5%
LLY Eli Lilly & Co. 1.49% 11,881 $14.3M Reduce -1.4%
TTWO Take-Two Interactive Softwre 1.39% 52,985 $13.2M Add +3.1%
CB Chubb Ltd. 1.34% 37,691 $12.8M Reduce -0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.34% 84,389 $12.8M Add +1.7%
MRK Merck & Co. Inc. 1.28% 95,113 $12.2M Add +2.2%
COR Cencora Inc. 1.25% 42,089 $11.9M Reduce -1.0%
CAT Caterpillar Inc. 1.09% 9,782 $10.4M Add +3.0%
SYK Stryker Corp. 0.97% 29,350 $9.2M Add +7.5%
BLK BlackRock Inc. 0.89% 8,848 $8.5M Add +0.9%
PEP Pepsico Inc. 0.88% 61,985 $8.4M Add +1.8%
DE Deere & Co. 0.82% 12,370 $7.8M Reduce -1.9%
WM Waste Management Inc. 0.78% 33,652 $7.5M Add +0.9%
WMT Walmart Inc. 0.78% 66,044 $7.5M Add +2.7%
GOOG Alphabet Inc. Class C 0.77% 20,957 $7.4M Reduce -1.7%
TT Trane Technologies PLC 0.72% 14,007 $6.9M Reduce -1.7%
NOW ServiceNow Inc. 0.67% 64,380 $6.4M Add +4.2%
COST Costco Wholesale Corp. 0.65% 6,656 $6.2M Reduce -1.9%
AVGO Broadcom Inc. 0.65% 16,331 $6.2M Add +270.9%
RSP Invesco S&P 500 Equal Weight 0.62% 27,976 $6.0M Add +9.2%
FCX Freeport-McMoran Inc. 0.58% 87,700 $5.5M Reduce -1.2%
MA Mastercard Inc. Class A 0.57% 10,542 $5.4M Reduce -2.8%
CSL Carlisle Cos Inc. 0.55% 14,518 $5.3M Reduce -3.0%
TRGP Targa Resources Corp. 0.55% 19,457 $5.2M Add +0.3%
ORCL Oracle Corp. 0.52% 33,722 $4.9M Reduce -2.5%
CVX Chevron Corp. 0.51% 29,369 $4.9M Add +1.3%
AMGN Amgen Inc. 0.50% 13,155 $4.8M Reduce -0.6%
SLQD iShares 0-5 YR Inv GRD Corp. 0.49% 93,812 $4.7M Reduce -9.0%
QQQ Invesco QQQ Trust Series 1 0.49% 6,349 $4.7M Reduce -0.3%
IJH iShares Core S&P Midcap ETF 0.48% 59,871 $4.6M Reduce -1.9%
XOM Exxon Mobil Corp. 0.46% 32,294 $4.4M Add +4.3%
CEG Constellation Energy 0.45% 17,448 $4.3M Reduce -2.6%
CCJ Cameco Corp. 0.45% 41,915 $4.3M Reduce -1.7%
IJJ iShares S&P Mid-Cap 400 Valu 0.44% 28,497 $4.2M Reduce -0.7%
DLR Digital Realty Trust Inc. 0.43% 22,713 $4.1M Add +3.6%
RTX RTX Corp. 0.40% 20,136 $3.8M Reduce -0.5%
PH Parker Hannifin Corp. 0.39% 3,824 $3.7M Reduce -2.0%
PHM Pultegroup Inc. 0.39% 26,978 $3.7M Reduce -0.5%
VXF Vanguard Extended Market ETF 0.38% 14,844 $3.7M Reduce -2.3%
PNC PNC Financial Services Group 0.37% 14,352 $3.5M No change
APD Air Products & Chemicals Inc. 0.37% 12,050 $3.5M Reduce -2.1%
TEL Te Connectivity PLC 0.36% 17,195 $3.5M Reduce -0.2%
COF Capital One Financial Corp. 0.36% 17,183 $3.4M Reduce -2.3%
JNJ Johnson & Johnson 0.36% 13,550 $3.4M Reduce -0.8%
TTEK Tetra Tech Inc. 0.35% 116,271 $3.4M Reduce -12.8%
ABBV Abbvie Inc. 0.35% 13,328 $3.4M Reduce -2.8%
PEG Public Service Enterprise GP 0.34% 39,894 $3.2M Add +6.7%
CSCO Cisco Systems Inc. 0.34% 27,271 $3.2M Add +131.3%
SCHM Schwab US Mid Cap ETF 0.33% 86,029 $3.2M Reduce -4.9%
GS Goldman Sachs Group Inc. 0.33% 3,105 $3.1M Reduce -2.2%
MRVL Marvell Technology Inc. 0.33% 10,505 $3.1M New
LIN Linde PLC 0.30% 5,445 $2.8M Reduce -1.2%
PANW Palo Alto Networks Inc. 0.29% 8,177 $2.8M New
VBK Van Morst SML-Cap Gro-Usd Inc. 0.29% 7,482 $2.7M Reduce -2.5%
IWB iShares Russell 1000 ETF 0.27% 6,359 $2.6M Reduce -0.6%
HD Home Depot Inc. 0.26% 7,095 $2.5M Reduce -1.3%
LOW Lowe's Cos Inc. 0.25% 11,005 $2.4M Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US 0.24% 3,026 $2.3M Reduce -11.4%
VOO Vanguard S&P 500 ETF 0.23% 3,151 $2.2M Add +0.7%
EEM iShares MSCI Emerging Market 0.23% 31,451 $2.2M Reduce -1.3%
META Meta Platforms Inc. Class A 0.22% 3,796 $2.1M Reduce -4.5%
TMO Thermo Fisher Scientific Inc. 0.21% 3,970 $2.0M Add +17.3%
PSX Phillips 66 0.21% 11,727 $2.0M Reduce -1.5%
BSCW Invesco Bulletshares 2032 CB 0.20% 93,296 $1.9M Reduce -1.4%
IJK iShares S&P Mid-Cap 400 Grow 0.19% 15,266 $1.8M Add +1.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 20,301 $1.7M Reduce -7.4%
BSCX Invesco Bulletshares 2033 CB 0.18% 82,602 $1.7M Reduce -1.6%
BRK.B Berkshire Hathaway Inc. Class B 0.17% 3,328 $1.7M Reduce -0.6%
XLK SS Technology Select Sector 0.17% 8,566 $1.6M Reduce -10.8%
KRNY Kearny Financial Corp. 0.17% 166,946 $1.6M No change
BSCY Invesco Bulletshares 2034 CB 0.16% 73,793 $1.5M Add +0.6%
PG The Procter & Gamble Co. 0.16% 10,374 $1.5M Reduce -4.0%
AMAT Applied Materials Inc. 0.15% 2,028 $1.5M Add +6.3%
BSCT Invesco Bulletshares 2029 CB 0.15% 77,755 $1.4M Reduce -1.7%
MRSH Marsh & McLennan Cos 0.15% 8,580 $1.4M Reduce -9.2%
BSCS Invesco Bulletshares 2028 CB 0.15% 70,180 $1.4M Reduce -1.7%
DHR Danaher Corp. 0.15% 7,344 $1.4M Reduce -2.2%
BSCU Invesco Bulletshares 2030 CB 0.14% 82,078 $1.4M Reduce -0.1%
ELV Elevance Health Inc. 0.14% 3,439 $1.3M Reduce -3.1%
BSCV Invesco Bulletshares 2031 CB 0.14% 80,448 $1.3M Reduce -2.9%
BSCR Invesco Bulletshares 2027 CB 0.14% 66,365 $1.3M Reduce -2.3%
RY Royal Bank of Canada 0.14% 6,264 $1.3M Reduce -1.6%
TMUS T-Mobile US Inc. 0.13% 7,564 $1.3M Reduce -88.9%

Show all 217 holdings

Portfolio Sells Q1 2026 → Q2 2026

ACN Accenture PLC Class A Reduce -97.4% 0.03% −1.71
TMUS T-Mobile US Inc. Reduce -88.9% 0.13% −1.51
CMG Chipotle Mexican Grill Inc. Reduce -89.3% 0.09% −0.78
CRM Salesforce Inc. Sold out 0.00% −0.70
COR Cencora Inc. Reduce -1.0% 1.25% −0.29
COST Costco Wholesale Corp. Reduce -1.9% 0.65% −0.13
CEG Constellation Energy Reduce -2.6% 0.45% −0.12
TTEK Tetra Tech Inc. Reduce -12.8% 0.35% −0.11
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -9.0% 0.49% −0.10
CCJ Cameco Corp. Reduce -1.7% 0.45% −0.09
CB Chubb Ltd. Reduce -0.2% 1.34% −0.07
ORCL Oracle Corp. Reduce -2.5% 0.52% −0.07
COP Conocophillips Reduce -4.7% 0.13% −0.06
MA Mastercard Inc. Class A Reduce -2.8% 0.57% −0.06
TEL Te Connectivity PLC Reduce -0.2% 0.36% −0.05
LOW Lowe's Cos Inc. Reduce -1.3% 0.25% −0.05
RTX RTX Corp. Reduce -0.5% 0.40% −0.05
PSX Phillips 66 Reduce -1.5% 0.21% −0.04
APD Air Products & Chemicals Inc. Reduce -2.1% 0.37% −0.04
MRSH Marsh & McLennan Cos Reduce -9.2% 0.15% −0.04
META Meta Platforms Inc. Class A Reduce -4.5% 0.22% −0.04
AMGN Amgen Inc. Reduce -0.6% 0.50% −0.04
XLE SS Energy Select Sector Reduce -0.9% 0.12% −0.03
MCK McKesson Corp. Reduce -1.1% 0.11% −0.03
IAU iShares Gold Trust Sold out 0.00% −0.03
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.03
BSCQ Invesco Bulletshares 2026 CB Reduce -10.4% 0.11% −0.03
BSCW Invesco Bulletshares 2032 CB Reduce -1.4% 0.20% −0.02
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.02
JNJ Johnson & Johnson Reduce -0.8% 0.36% −0.02
FCX Freeport-McMoran Inc. Reduce -1.2% 0.58% −0.02
CSL Carlisle Cos Inc. Reduce -3.0% 0.55% −0.02
BSCX Invesco Bulletshares 2033 CB Reduce -1.6% 0.18% −0.02
PG The Procter & Gamble Co. Reduce -4.0% 0.16% −0.02
BSCV Invesco Bulletshares 2031 CB Reduce -2.9% 0.14% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -11.4% 0.24% −0.02
BSCT Invesco Bulletshares 2029 CB Reduce -1.7% 0.15% −0.02
LIN Linde PLC Reduce -1.2% 0.30% −0.02
BSCS Invesco Bulletshares 2028 CB Reduce -1.7% 0.15% −0.02
FDX FedEx Corp. Reduce -1.0% 0.07% −0.02
DHR Danaher Corp. Reduce -2.2% 0.15% −0.02
BSCR Invesco Bulletshares 2027 CB Reduce -2.3% 0.14% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -16.9% 0.09% −0.02
TM Toyota Motor Corp. -Spon ADR Reduce -4.5% 0.04% −0.02
ALLE Allegion PLC Reduce -2.0% 0.09% −0.01
BSCU Invesco Bulletshares 2030 CB Reduce -0.1% 0.14% −0.01
ABT Abbott Laboratories Reduce -1.1% 0.05% −0.01
NEE Nextera Energy Inc. Reduce -1.7% 0.06% −0.01
PPL PPL Corp. Reduce -9.3% 0.04% −0.01
PH Parker Hannifin Corp. Reduce -2.0% 0.39% −0.01

Portfolio Buys Q1 2026 → Q2 2026

LRCX Lam Research Corp. Add +9.6% 2.50% +1.26
GOOGL Alphabet Inc. Class A Add +2.5% 3.91% +0.54
AVGO Broadcom Inc. Add +270.9% 0.65% +0.49
NVDA Nvidia Corp. Add +3.0% 4.70% +0.33
IWR iShares Russell Mid-Cap ETF Add +3.0% 5.35% +0.33
MRVL Marvell Technology Inc. New 0.33% +0.33
AAPL Apple Inc. Add +2.1% 5.70% +0.32
CAT Caterpillar Inc. Add +3.0% 1.09% +0.32
PANW Palo Alto Networks Inc. New 0.29% +0.29
IEMG iShares Core MSCI Emerging Add +7.2% 1.94% +0.27
CSCO Cisco Systems Inc. Add +131.3% 0.34% +0.23
TTWO Take-Two Interactive Softwre Add +3.1% 1.39% +0.22
VEU Vanguard Ftse All-World Ex-U Add +5.8% 3.04% +0.21
AMZN Amazon.com Inc. Add +5.3% 2.31% +0.21
CWB SS SPDR BB Conv Sec ETF Add +0.7% 2.69% +0.20
ETN Eaton Corp. PLC Add +0.1% 1.66% +0.13
BAC Bank of America Corp. Add +0.5% 1.58% +0.10
MKC McCormick & Co.-Non VTG SHRS New 0.08% +0.08
AMAT Applied Materials Inc. Add +6.3% 0.15% +0.08
V Visa Inc. Class A Add +0.7% 1.94% +0.08
RSP Invesco S&P 500 Equal Weight Add +9.2% 0.62% +0.06
JPM JPMorgan Chase & Co. Add +0.7% 2.38% +0.05
INTC Intel Corp. New 0.04% +0.04
MCD McDonald's Corp. Add +146.8% 0.08% +0.04
MU Micron Technology Inc. New 0.04% +0.04
NFLX Netflix Inc. Add +108.2% 0.10% +0.03
AMD Advanced Micro Devices New 0.03% +0.03
TSM Taiwan Semiconductor-SP ADR New 0.03% +0.03
GE General Electric New 0.03% +0.03
DAL Delta Air Lines Inc. New 0.03% +0.03
IWO iShares Russell 2000 Growth New 0.02% +0.02
IBM Intl Business Machines Corp. New 0.02% +0.02
CHRW C.H. Robinson Worldwide Inc. Add +89.5% 0.05% +0.02
ENS Enersys New 0.02% +0.02
IWP iShares Russell Mid-Cap Grow New 0.02% +0.02
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.02% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
TMO Thermo Fisher Scientific Inc. Add +17.3% 0.21% +0.02
IJK iShares S&P Mid-Cap 400 Grow Add +1.3% 0.19% +0.01
VOO Vanguard S&P 500 ETF Add +0.7% 0.23% +0.01
VGT Vanguard Info Tech ETF Add +1.7% 0.05% +0.01
VWO Vanguard Ftse Emerging Marke Add +9.0% 0.09% +0.01
EWJ iShares MSCI Japan ETF Add +5.1% 0.09% +0.00
IEFA iShares Core MSCI Eafe ETF Add +10.0% 0.07% +0.00
KMB Kimberly-Clark Corp. Add +0.1% 0.05% +0.00
UNP Union Pacific Corp. Add +1.4% 0.05% +0.00
DFAC Dimensional US Core Equity 2 Add +0.0% 0.04% +0.00
EMR Emerson Electric Co. Add +0.1% 0.02% −0.00
DIS The Walt Disney Co. Add +0.3% 0.05% −0.01
HONA Honeywell Aerospace Inc. Add +0.2% 0.06% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 217$955.7MAAPL, IWR, NVDA, GOOGL, IVV
Q1 2026 205$870.8MAAPL, IWR, NVDA, MSFT, IVV
Q4 2025 208$891.7MAAPL, IWR, NVDA, MSFT, IVV
Q3 2025 203$855.3MAAPL, MSFT, NVDA, IWR, IVV
Q2 2025 202$804.5MMSFT, AAPL, IWR, NVDA, IVV
Q1 2025 197$719.5MIWM, AAPL, IWR, MSFT, IVV
Q4 2024 206$754.4MIWM, AAPL, IWR, MSFT, IVV
Q3 2024 208$750.2MIWM, AAPL, MSFT, IWR, IVV
Q2 2024 193$697.2MIWM, AAPL, MSFT, IWR, NVDA
Q1 2024 208$687.9MIWM, MSFT, AAPL, IWR, IVV