River Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), River Wealth Advisors LLC reported 202 stock positions worth $804.5 million. Its top holding was Microsoft (MSFT) at 5.1% of the portfolio, followed by Apple (AAPL, 4.8%) and iShares Russell Mid-Cap ETF (IWR, 4.6%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 70 and reduced 100. The biggest buy was a new position in iShares US Smallcap Equity F (SMLF) and the biggest sale iShares Russell 2000 ETF (IWM, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $804.5M (Q2 2025)
- SEC Filing
- 0001642570-25-000009 ↗ filed Aug 13, 2025
Holdings Value
Holdings 202 stocks · $804.5M
| MSFT Microsoft Corp. | 5.05% | 81,743 | $40.7M | Add +2.6% |
| AAPL Apple Inc. | 4.78% | 187,602 | $38.5M | Add +5.8% |
| IWR iShares Russell Mid-Cap ETF | 4.61% | 402,940 | $37.1M | Add +3.0% |
| NVDA Nvidia Corp. | 4.40% | 224,037 | $35.4M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 3.93% | 50,960 | $31.6M | Add +1.6% |
| SMLF iShares US Smallcap Equity F | 2.78% | 328,683 | $22.3M | New |
| XSMO Invesco S&P Smallcap Momentu | 2.74% | 323,865 | $22.0M | New |
| JPM JPMorgan Chase & Co. | 2.42% | 67,260 | $19.5M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 2.41% | 110,025 | $19.4M | Add +4.4% |
| CWB SS SPDR BB Conv Sec ETF | 2.37% | 230,973 | $19.1M | Add +2.8% |
| IWM iShares Russell 2000 ETF | 2.34% | 87,157 | $18.8M | Reduce -63.7% |
| V Visa Inc. Class A | 2.25% | 50,902 | $18.1M | Add +2.0% |
| AMZN Amazon.com Inc. | 2.20% | 80,563 | $17.7M | Add +5.4% |
| ACN Accenture PLC Class A | 2.10% | 56,440 | $16.9M | Add +7.5% |
| VEU Vanguard Ftse All-World Ex-U | 2.05% | 244,830 | $16.5M | Reduce -1.8% |
| TMUS T-Mobile US Inc. | 1.84% | 62,234 | $14.8M | Add +7.2% |
| COR Cencora Inc. | 1.50% | 40,332 | $12.1M | Add +6.4% |
| ETN Eaton Corp. PLC | 1.46% | 32,923 | $11.8M | Add +3.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.36% | 230,795 | $10.9M | Add +6.2% |
| TTWO Take-Two Interactive Softwre | 1.27% | 41,989 | $10.2M | Add +5.0% |
| CMG Chipotle Mexican Grill Inc. | 1.21% | 172,967 | $9.7M | Add +9.2% |
| CB Chubb Ltd. | 1.17% | 32,576 | $9.4M | Add +8.1% |
| CRM Salesforce Inc. | 1.14% | 33,545 | $9.1M | Reduce -27.0% |
| LLY Eli Lilly & Co. | 1.08% | 11,103 | $8.7M | Add +11.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.04% | 68,067 | $8.4M | Reduce -1.4% |
| IEMG iShares Core MSCI Emerging | 1.04% | 139,388 | $8.4M | Add +1.6% |
| ORCL Oracle Corp. | 0.98% | 35,989 | $7.9M | Add +3.9% |
| SYK Stryker Corp. | 0.97% | 19,749 | $7.8M | Reduce -0.4% |
| COST Costco Wholesale Corp. | 0.90% | 7,329 | $7.3M | Add +2.6% |
| BLK BlackRock Inc. | 0.89% | 6,838 | $7.2M | Add +10.4% |
| TT Trane Technologies PLC | 0.84% | 15,436 | $6.8M | Reduce -1.4% |
| PEP Pepsico Inc. | 0.83% | 50,434 | $6.7M | Add +1.9% |
| CSL Carlisle Cos Inc. | 0.80% | 17,308 | $6.5M | Reduce -2.0% |
| MA Mastercard Inc. Class A | 0.79% | 11,330 | $6.4M | Reduce -0.7% |
| NOW ServiceNow Inc. | 0.78% | 6,076 | $6.2M | New |
| DE Deere & Co. | 0.77% | 12,124 | $6.2M | Add +8.1% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.76% | 121,016 | $6.1M | Reduce -11.8% |
| LULU Lululemon Athletica Inc. | 0.73% | 24,649 | $5.9M | New |
| WM Waste Management Inc. | 0.72% | 25,317 | $5.8M | Add +6.1% |
| LRCX Lam Research Corp. | 0.70% | 57,890 | $5.6M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.65% | 66,018 | $5.2M | Add +21.9% |
| TTEK Tetra Tech Inc. | 0.64% | 143,571 | $5.2M | Add +11.5% |
| CEG Constellation Energy | 0.64% | 15,921 | $5.1M | Add +4.9% |
| CVX Chevron Corp. | 0.64% | 35,859 | $5.1M | Reduce -1.7% |
| TRGP Targa Resources Corp. | 0.62% | 28,729 | $5.0M | Reduce -4.2% |
| ELV Elevance Health Inc. | 0.58% | 11,908 | $4.6M | Reduce -3.0% |
| APD Air Products & Chemicals Inc. | 0.55% | 15,793 | $4.5M | Reduce -2.9% |
| COF Capital One Financial Corp. | 0.52% | 19,755 | $4.2M | Add +27.9% |
| IJH iShares Core S&P Midcap ETF | 0.52% | 66,909 | $4.1M | Reduce -1.3% |
| AMGN Amgen Inc. | 0.48% | 13,691 | $3.8M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 0.47% | 21,297 | $3.8M | Reduce -1.4% |
| XOM Exxon Mobil Corp. | 0.47% | 34,910 | $3.8M | Add +2.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.45% | 29,457 | $3.6M | Reduce -1.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.45% | 6,507 | $3.6M | Add +6.5% |
| UNH Unitedhealth Group Inc. | 0.44% | 11,227 | $3.5M | Reduce -10.4% |
| FCX Freeport-McMoran Inc. | 0.43% | 79,420 | $3.4M | Add +11.7% |
| TEL Te Connectivity PLC | 0.42% | 19,986 | $3.4M | Reduce -1.1% |
| STZ Constellation Brands Inc. Class A | 0.42% | 20,707 | $3.4M | Add +9.9% |
| VXF Vanguard Extended Market ETF | 0.42% | 17,329 | $3.3M | Add +0.3% |
| PHM Pultegroup Inc. | 0.40% | 30,618 | $3.2M | Reduce -1.9% |
| RTX RTX Corp. | 0.38% | 20,971 | $3.1M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.37% | 13,285 | $2.9M | Reduce -12.0% |
| PH Parker Hannifin Corp. | 0.36% | 4,203 | $2.9M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.36% | 3,911 | $2.9M | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.35% | 15,263 | $2.8M | Reduce -0.0% |
| LIN Linde PLC | 0.35% | 5,951 | $2.8M | Reduce -1.9% |
| MRSH Marsh & McLennan Cos | 0.34% | 12,591 | $2.8M | Reduce -2.4% |
| HD Home Depot Inc. | 0.34% | 7,454 | $2.7M | Reduce -2.0% |
| SCHM Schwab US Mid Cap ETF | 0.31% | 89,944 | $2.5M | Reduce -0.5% |
| CAT Caterpillar Inc. | 0.30% | 6,232 | $2.4M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 0.29% | 3,310 | $2.3M | Reduce -0.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.29% | 119,488 | $2.3M | Add +11.8% |
| CCJ Cameco Corp. | 0.29% | 30,939 | $2.3M | Add +67.3% |
| DLR Digital Realty Trust Inc. | 0.28% | 13,148 | $2.3M | Add +61.4% |
| FITB Fifth Third Bancorp | 0.28% | 54,143 | $2.2M | Reduce -3.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.28% | 8,019 | $2.2M | Reduce -61.3% |
| PNC PNC Financial Services Group | 0.27% | 11,646 | $2.2M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 3,377 | $2.1M | Add +6.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.26% | 104,724 | $2.1M | Add +10.3% |
| IWB iShares Russell 1000 ETF | 0.25% | 6,019 | $2.0M | No change |
| PG The Procter & Gamble Co. | 0.25% | 12,524 | $2.0M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 3,911 | $1.9M | Add +15.4% |
| PSX Phillips 66 | 0.24% | 15,853 | $1.9M | Reduce -18.0% |
| COP Conocophillips | 0.23% | 20,989 | $1.9M | Reduce -12.2% |
| JNJ Johnson & Johnson | 0.23% | 12,318 | $1.9M | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 0.23% | 27,151 | $1.8M | Reduce -2.9% |
| ARW Arrow Electronics Inc. | 0.22% | 13,943 | $1.8M | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.22% | 3,090 | $1.8M | Reduce -1.5% |
| EEM iShares MSCI Emerging Market | 0.21% | 35,391 | $1.7M | Reduce -7.3% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 4,202 | $1.7M | Reduce -11.6% |
| DHR Danaher Corp. | 0.20% | 8,218 | $1.6M | Add +0.5% |
| HON Honeywell International Inc. | 0.20% | 6,946 | $1.6M | Reduce -1.9% |
| PEG Public Service Enterprise GP | 0.20% | 18,725 | $1.6M | Add +354.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 3,555 | $1.6M | Add +77.1% |
| WMT Walmart Inc. | 0.18% | 15,095 | $1.5M | Add +54.2% |
| SPGI S&P Global Inc. | 0.18% | 2,784 | $1.5M | Reduce -1.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.18% | 15,714 | $1.4M | Reduce -0.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.18% | 68,914 | $1.4M | Add +15.3% |
| BSCT Invesco Bulletshares 2029 CB | 0.17% | 72,423 | $1.4M | Add +15.5% |
| EFA iShares MSCI Eafe ETF | 0.16% | 14,512 | $1.3M | Reduce -4.5% |
Portfolio Sells Q1 2025 → Q2 2025
| IWM iShares Russell 2000 ETF | Reduce -63.7% | 2.34% | −4.32 |
| DHI D.R. Horton Inc. | Reduce -84.5% | 0.16% | −0.97 |
| CRM Salesforce Inc. | Reduce -27.0% | 1.14% | −0.58 |
| UNH Unitedhealth Group Inc. | Reduce -10.4% | 0.44% | −0.48 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -61.3% | 0.28% | −0.45 |
| TRGP Targa Resources Corp. | Reduce -4.2% | 0.62% | −0.21 |
| CVX Chevron Corp. | Reduce -1.7% | 0.64% | −0.21 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -11.8% | 0.76% | −0.20 |
| ELV Elevance Health Inc. | Reduce -3.0% | 0.58% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -65.4% | 0.08% | −0.16 |
| AMGN Amgen Inc. | Reduce -1.5% | 0.48% | −0.13 |
| TJX TJX Companies Inc. | Reduce -1.4% | 1.04% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -12.0% | 0.37% | −0.12 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.6% | 0.21% | −0.12 |
| COP Conocophillips | Reduce -12.2% | 0.23% | −0.11 |
| APD Air Products & Chemicals Inc. | Reduce -2.9% | 0.55% | −0.11 |
| PSX Phillips 66 | Reduce -18.0% | 0.24% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -2.4% | 0.34% | −0.10 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.09 |
| ABBV Abbvie Inc. | Reduce -0.0% | 0.35% | −0.09 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.79% | −0.08 |
| FDX FedEx Corp. | Reduce -22.1% | 0.13% | −0.07 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.8% | 2.05% | −0.06 |
| SYK Stryker Corp. | Reduce -0.4% | 0.97% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.25% | −0.05 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.23% | −0.05 |
| HD Home Depot Inc. | Reduce -2.0% | 0.34% | −0.05 |
| LIN Linde PLC | Reduce -1.9% | 0.35% | −0.05 |
| PHM Pultegroup Inc. | Reduce -1.9% | 0.40% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -1.3% | 0.45% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -15.7% | 0.15% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.9% | 0.23% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.52% | −0.03 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.03 |
| CSL Carlisle Cos Inc. | Reduce -2.0% | 0.80% | −0.03 |
| TFC Truist Financial Corp. | Reduce -13.6% | 0.13% | −0.03 |
| PLD Prologis Inc. | Reduce -7.9% | 0.10% | −0.03 |
| XLE SS Energy Select Sector | Reduce -0.4% | 0.12% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -3.4% | 0.28% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -10.6% | 0.04% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -2.5% | 0.13% | −0.02 |
| PNC PNC Financial Services Group | Reduce -2.3% | 0.27% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -7.3% | 0.21% | −0.02 |
| MCD McDonald's Corp. | Reduce -4.7% | 0.07% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.2% | 0.08% | −0.02 |
| BSCU Invesco Bulletshares 2030 CB | Reduce -1.2% | 0.14% | −0.02 |
| SPGI S&P Global Inc. | Reduce -1.4% | 0.18% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.14% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.5% | 0.31% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| SMLF iShares US Smallcap Equity F | New | 2.78% | +2.78 |
| XSMO Invesco S&P Smallcap Momentu | New | 2.74% | +2.74 |
| NVDA Nvidia Corp. | Add +3.8% | 4.40% | +1.15 |
| MSFT Microsoft Corp. | Add +2.6% | 5.05% | +0.90 |
| NOW ServiceNow Inc. | New | 0.78% | +0.78 |
| LULU Lululemon Athletica Inc. | New | 0.73% | +0.73 |
| ORCL Oracle Corp. | Add +3.9% | 0.98% | +0.30 |
| ETN Eaton Corp. PLC | Add +3.5% | 1.46% | +0.26 |
| CEG Constellation Energy | Add +4.9% | 0.64% | +0.21 |
| CCJ Cameco Corp. | Add +67.3% | 0.29% | +0.18 |
| AMZN Amazon.com Inc. | Add +5.4% | 2.20% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 2.42% | +0.17 |
| PEG Public Service Enterprise GP | Add +354.1% | 0.20% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +4.4% | 2.41% | +0.14 |
| COF Capital One Financial Corp. | Add +27.9% | 0.52% | +0.14 |
| DLR Digital Realty Trust Inc. | Add +61.4% | 0.28% | +0.12 |
| TTEK Tetra Tech Inc. | Add +11.5% | 0.64% | +0.12 |
| TTWO Take-Two Interactive Softwre | Add +5.0% | 1.27% | +0.12 |
| CMG Chipotle Mexican Grill Inc. | Add +9.2% | 1.21% | +0.10 |
| BAC Bank of America Corp. | Add +6.2% | 1.36% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +77.1% | 0.19% | +0.09 |
| BLK BlackRock Inc. | Add +10.4% | 0.89% | +0.08 |
| WMT Walmart Inc. | Add +54.2% | 0.18% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +11.7% | 0.43% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.5% | 0.45% | +0.05 |
| COR Cencora Inc. | Add +6.4% | 1.50% | +0.04 |
| DE Deere & Co. | Add +8.1% | 0.77% | +0.03 |
| AVGO Broadcom Inc. | Add +16.4% | 0.08% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +54.3% | 0.11% | +0.03 |
| NFLX Netflix Inc. | Add +6.8% | 0.11% | +0.03 |
| LMT Lockheed Martin Corp. | New | 0.03% | +0.03 |
| FIDU Fidelity MSCI Indust Indx | New | 0.03% | +0.03 |
| IYW iShares Ustechnology ETF | New | 0.03% | +0.03 |
| TSLA Tesla Inc. | Add +74.5% | 0.05% | +0.03 |
| EMR Emerson Electric Co. | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +2.4% | 0.30% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.6% | 3.93% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.1% | 0.26% | +0.01 |
| MS Morgan Stanley | Add +19.3% | 0.05% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +1.6% | 1.04% | +0.01 |
| AMAT Applied Materials Inc. | Add +9.4% | 0.04% | +0.01 |
| BSCP Invesco Bulletshares 2025 CB | Add +17.9% | 0.14% | +0.01 |
| BSCT Invesco Bulletshares 2029 CB | Add +15.5% | 0.17% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +7.8% | 0.06% | +0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +15.3% | 0.18% | +0.01 |
| CARR Carrier Global Corp. | Add +2.2% | 0.08% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.3% | 0.11% | +0.00 |
| BSCY Invesco Bulletshares 2034 CB | Add +17.2% | 0.05% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +3.5% | 0.04% | +0.00 |
| VXF Vanguard Extended Market ETF | Add +0.3% | 0.42% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 217 | $955.7M | AAPL, IWR, NVDA, GOOGL, IVV |
| Q1 2026 | 205 | $870.8M | AAPL, IWR, NVDA, MSFT, IVV |
| Q4 2025 | 208 | $891.7M | AAPL, IWR, NVDA, MSFT, IVV |
| Q3 2025 | 203 | $855.3M | AAPL, MSFT, NVDA, IWR, IVV |
| Q2 2025 | 202 | $804.5M | MSFT, AAPL, IWR, NVDA, IVV |
| Q1 2025 | 197 | $719.5M | IWM, AAPL, IWR, MSFT, IVV |
| Q4 2024 | 206 | $754.4M | IWM, AAPL, IWR, MSFT, IVV |
| Q3 2024 | 208 | $750.2M | IWM, AAPL, MSFT, IWR, IVV |
| Q2 2024 | 193 | $697.2M | IWM, AAPL, MSFT, IWR, NVDA |
| Q1 2024 | 208 | $687.9M | IWM, MSFT, AAPL, IWR, IVV |