River Wealth Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), River Wealth Advisors LLC reported 203 stock positions worth $855.3 million. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Nvidia (NVDA, 4.8%). Compared with Q2 2025, it opened 7 new positions, sold out of 6, added to 72 and reduced 104. The biggest buy was Alphabet Class A (GOOGL, shares +0%) and the biggest sale an exit from Lululemon Athletica (LULU).

Most Recent 13F
Q2 2026
Location
CAMP HILL, PA
CIK
0001642570
Portfolio Value
$855.3M (Q3 2025)
SEC Filing
0001642570-25-000011 ↗ filed Nov 12, 2025

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 $855.3M Q3 2025 Q4 2025: $891.7M Q4 2025 Q1 2026: $870.8M Q1 2026 Q2 2026: $955.7M Q2 2026

Holdings 203 stocks · $855.3M

AAPL Apple Inc. 5.54% 186,012 $47.4M Reduce -0.8%
MSFT Microsoft Corp. 4.96% 81,911 $42.4M Add +0.2%
NVDA Nvidia Corp. 4.78% 219,203 $40.9M Reduce -2.2%
IWR iShares Russell Mid-Cap ETF 4.65% 411,559 $39.7M Add +2.1%
IVV iShares Core S&P 500 ETF 4.05% 51,730 $34.6M Add +1.5%
GOOGL Alphabet Inc. Class A 3.14% 110,520 $26.9M Add +0.5%
SMLF iShares US Smallcap Equity F 2.98% 343,369 $25.5M Add +4.5%
XSMO Invesco S&P Smallcap Momentu 2.90% 336,990 $24.8M Add +4.0%
JPM JPMorgan Chase & Co. 2.49% 67,634 $21.3M Add +0.6%
CWB SS SPDR BB Conv Sec ETF 2.48% 234,148 $21.2M Add +1.4%
IWM iShares Russell 2000 ETF 2.45% 86,690 $21.0M Reduce -0.5%
AMZN Amazon.com Inc. 2.13% 82,863 $18.2M Add +2.9%
VEU Vanguard Ftse All-World Ex-U 2.07% 247,484 $17.7M Add +1.1%
V Visa Inc. Class A 2.05% 51,371 $17.5M Add +0.9%
TMUS T-Mobile US Inc. 1.80% 64,300 $15.4M Add +3.3%
ACN Accenture PLC Class A 1.73% 59,895 $14.8M Add +6.1%
COR Cencora Inc. 1.57% 42,905 $13.4M Add +6.4%
ETN Eaton Corp. PLC 1.45% 33,144 $12.4M Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.42% 236,097 $12.2M Add +2.3%
TTWO Take-Two Interactive Softwre 1.30% 43,090 $11.1M Add +2.6%
ORCL Oracle Corp. 1.18% 35,782 $10.1M Reduce -0.6%
CB Chubb Ltd. 1.13% 34,214 $9.7M Add +5.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.13% 66,750 $9.6M Reduce -1.9%
LLY Eli Lilly & Co. 1.10% 12,316 $9.4M Add +10.9%
IEMG iShares Core MSCI Emerging 1.09% 140,949 $9.3M Add +1.1%
BLK BlackRock Inc. 0.98% 7,205 $8.4M Add +5.4%
CRM Salesforce Inc. 0.91% 32,857 $7.8M Reduce -2.0%
LRCX Lam Research Corp. 0.90% 57,724 $7.7M Reduce -0.3%
PEP Pepsico Inc. 0.85% 51,765 $7.3M Add +2.6%
SYK Stryker Corp. 0.85% 19,647 $7.3M Reduce -0.5%
CMG Chipotle Mexican Grill Inc. 0.83% 181,317 $7.1M Add +4.8%
MRK Merck & Co. Inc. 0.80% 81,924 $6.9M Add +24.1%
NOW ServiceNow Inc. 0.80% 7,427 $6.8M Add +22.2%
COST Costco Wholesale Corp. 0.79% 7,288 $6.7M Reduce -0.6%
TT Trane Technologies PLC 0.75% 15,264 $6.4M Reduce -1.1%
MA Mastercard Inc. Class A 0.74% 11,172 $6.4M Reduce -1.4%
WM Waste Management Inc. 0.71% 27,365 $6.0M Add +8.1%
DE Deere & Co. 0.69% 12,923 $5.9M Add +6.6%
SLQD iShares 0-5 YR Inv GRD Corp. 0.69% 115,798 $5.9M Reduce -4.3%
WMT Walmart Inc. 0.67% 55,611 $5.7M Add +268.4%
CSL Carlisle Cos Inc. 0.65% 16,982 $5.6M Reduce -1.9%
CEG Constellation Energy 0.64% 16,510 $5.4M Add +3.7%
CVX Chevron Corp. 0.63% 34,546 $5.4M Reduce -3.7%
GOOG Alphabet Inc. Class C 0.60% 21,040 $5.1M Reduce -1.2%
TTEK Tetra Tech Inc. 0.58% 148,907 $5.0M Add +3.7%
TRGP Targa Resources Corp. 0.54% 27,451 $4.6M Reduce -4.5%
TEL Te Connectivity PLC 0.50% 19,651 $4.3M Reduce -1.7%
IJH iShares Core S&P Midcap ETF 0.50% 66,032 $4.3M Reduce -1.3%
COF Capital One Financial Corp. 0.49% 19,576 $4.2M Reduce -0.9%
APD Air Products & Chemicals Inc. 0.48% 15,083 $4.1M Reduce -4.5%
QQQ Invesco QQQ Trust Series 1 0.46% 6,575 $3.9M Add +1.1%
AMGN Amgen Inc. 0.45% 13,536 $3.8M Reduce -1.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.45% 29,356 $3.8M Reduce -0.3%
XOM Exxon Mobil Corp. 0.44% 33,491 $3.8M Reduce -4.1%
PHM Pultegroup Inc. 0.44% 28,311 $3.7M Reduce -7.5%
RTX RTX Corp. 0.41% 20,953 $3.5M Reduce -0.1%
ABBV Abbvie Inc. 0.41% 15,120 $3.5M Reduce -0.9%
VXF Vanguard Extended Market ETF 0.41% 16,592 $3.5M Reduce -4.3%
FCX Freeport-McMoran Inc. 0.39% 84,118 $3.3M Add +5.9%
LOW Lowe's Cos Inc. 0.37% 12,698 $3.2M Reduce -4.4%
PH Parker Hannifin Corp. 0.37% 4,187 $3.2M Reduce -0.4%
CCJ Cameco Corp. 0.37% 37,847 $3.2M Add +22.3%
DLR Digital Realty Trust Inc. 0.35% 17,461 $3.0M Add +32.8%
HD Home Depot Inc. 0.35% 7,400 $3.0M Reduce -0.7%
CAT Caterpillar Inc. 0.35% 6,232 $3.0M No change
META Meta Platforms Inc. Class A 0.34% 3,961 $2.9M Add +1.3%
LIN Linde PLC 0.33% 5,913 $2.8M Reduce -0.6%
SCHM Schwab US Mid Cap ETF 0.33% 94,502 $2.8M Add +5.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.31% 4,004 $2.7M Add +18.6%
GS Goldman Sachs Group Inc. 0.30% 3,263 $2.6M Reduce -1.4%
MRSH Marsh & McLennan Cos 0.29% 12,418 $2.5M Reduce -1.4%
BSCQ Invesco Bulletshares 2026 CB 0.28% 121,781 $2.4M Add +1.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.28% 7,932 $2.4M Reduce -1.1%
FITB Fifth Third Bancorp 0.28% 52,879 $2.4M Reduce -2.3%
PNC PNC Financial Services Group 0.27% 11,678 $2.3M Add +0.3%
IWB iShares Russell 1000 ETF 0.27% 6,398 $2.3M Add +6.3%
JNJ Johnson & Johnson 0.27% 12,297 $2.3M Reduce -0.2%
PEG Public Service Enterprise GP 0.24% 24,808 $2.1M Add +32.5%
PSX Phillips 66 0.24% 14,970 $2.0M Reduce -5.6%
BSCR Invesco Bulletshares 2027 CB 0.24% 103,158 $2.0M Reduce -1.5%
TMO Thermo Fisher Scientific Inc. 0.22% 3,939 $1.9M Reduce -6.3%
VOO Vanguard S&P 500 ETF 0.22% 3,105 $1.9M Add +0.5%
PG The Procter & Gamble Co. 0.22% 12,020 $1.8M Reduce -4.0%
EEM iShares MSCI Emerging Market 0.21% 34,210 $1.8M Reduce -3.3%
VUG Vanguard Mrngstar GR ETF-Sui 0.21% 3,704 $1.8M Add +4.2%
COP Conocophillips 0.21% 18,618 $1.8M Reduce -11.3%
BRK.B Berkshire Hathaway Inc. Class B 0.20% 3,376 $1.7M Reduce -13.7%
IJK iShares S&P Mid-Cap 400 Grow 0.20% 17,589 $1.7M Add +11.9%
MDLZ Mondelez International Inc. Class A 0.19% 26,109 $1.6M Reduce -3.8%
DHR Danaher Corp. 0.19% 8,042 $1.6M Reduce -2.1%
DHI D.R. Horton Inc. 0.19% 9,391 $1.6M Reduce -5.7%
ELV Elevance Health Inc. 0.18% 4,818 $1.6M Reduce -59.5%
HON Honeywell International Inc. 0.17% 7,034 $1.5M Add +1.3%
BSCS Invesco Bulletshares 2028 CB 0.17% 70,617 $1.5M Add +2.5%
BSCT Invesco Bulletshares 2029 CB 0.16% 74,281 $1.4M Add +2.6%
XLK SS Technology Select Sector 0.16% 4,915 $1.4M Reduce -1.3%
SPGI S&P Global Inc. 0.16% 2,784 $1.4M No change
EFA iShares MSCI Eafe ETF 0.15% 14,077 $1.3M Reduce -3.0%
QCOM Qualcomm Inc. 0.15% 7,502 $1.2M Reduce -4.0%
BSCV Invesco Bulletshares 2031 CB 0.15% 74,659 $1.2M Add +2.7%

Show all 203 holdings

Portfolio Sells Q2 2025 → Q3 2025

LULU Lululemon Athletica Inc. Sold out 0.00% −0.73
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.42
ELV Elevance Health Inc. Reduce -59.5% 0.18% −0.39
UNH Unitedhealth Group Inc. Reduce -84.4% 0.07% −0.36
CRM Salesforce Inc. Reduce -2.0% 0.91% −0.23
CSL Carlisle Cos Inc. Reduce -1.9% 0.65% −0.15
ARW Arrow Electronics Inc. Reduce -63.8% 0.07% −0.15
SYK Stryker Corp. Reduce -0.5% 0.85% −0.12
COST Costco Wholesale Corp. Reduce -0.6% 0.79% −0.11
TT Trane Technologies PLC Reduce -1.1% 0.75% −0.09
TRGP Targa Resources Corp. Reduce -4.5% 0.54% −0.08
FDX FedEx Corp. Reduce -55.5% 0.06% −0.08
APD Air Products & Chemicals Inc. Reduce -4.5% 0.48% −0.07
SLQD iShares 0-5 YR Inv GRD Corp. Reduce -4.3% 0.69% −0.07
MRSH Marsh & McLennan Cos Reduce -1.4% 0.29% −0.05
MA Mastercard Inc. Class A Reduce -1.4% 0.74% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -13.7% 0.20% −0.04
MDLZ Mondelez International Inc. Class A Reduce -3.8% 0.19% −0.04
COF Capital One Financial Corp. Reduce -0.9% 0.49% −0.04
PG The Procter & Gamble Co. Reduce -4.0% 0.22% −0.03
CAH Cardinal Health Inc. Sold out 0.00% −0.03
AMGN Amgen Inc. Reduce -1.1% 0.45% −0.03
COP Conocophillips Reduce -11.3% 0.21% −0.03
MKC McCormick & Co.-Non VTG SHRS Sold out 0.00% −0.03
XOM Exxon Mobil Corp. Reduce -4.1% 0.44% −0.03
FIDU Fidelity MSCI Indust Indx Sold out 0.00% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Sold out 0.00% −0.02
CI The Cigna Group Reduce -5.0% 0.08% −0.02
CL Colgate-Palmolive Co. Reduce -1.8% 0.10% −0.02
LIN Linde PLC Reduce -0.6% 0.33% −0.02
CARR Carrier Global Corp. Reduce -0.7% 0.06% −0.02
NFLX Netflix Inc. Reduce -0.9% 0.09% −0.02
BSCR Invesco Bulletshares 2027 CB Reduce -1.5% 0.24% −0.02
ADP Automatic Data Processing Reduce -2.4% 0.12% −0.02
KO The Coca-Cola Co. Reduce -9.2% 0.06% −0.02
DHR Danaher Corp. Reduce -2.1% 0.19% −0.02
UL Unilever PLC Reduce -3.2% 0.11% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.3% 0.50% −0.01
AVY Avery Dennison Corp. Reduce -2.3% 0.07% −0.01
DIS The Walt Disney Co. Reduce -0.2% 0.07% −0.01
PPG PPG Industries Inc. Reduce -11.7% 0.04% −0.01
CVX Chevron Corp. Reduce -3.7% 0.63% −0.01
CSCO Cisco Systems Inc. Reduce -0.2% 0.14% −0.01
TXN Texas Instruments Inc. Reduce -4.3% 0.04% −0.01
ABT Abbott Laboratories Reduce -3.5% 0.08% −0.01
FTEC Fidelity MSCI Info Tech Indx Reduce -16.9% 0.07% −0.01
BSCP Invesco Bulletshares 2025 CB Reduce -1.3% 0.13% −0.01
XLF SS Financial Select Sector Reduce -15.3% 0.04% −0.01
VXF Vanguard Extended Market ETF Reduce -4.3% 0.41% −0.01
QCOM Qualcomm Inc. Reduce -4.0% 0.15% −0.01

Portfolio Buys Q2 2025 → Q3 2025

GOOGL Alphabet Inc. Class A Add +0.5% 3.14% +0.73
WMT Walmart Inc. Add +268.4% 0.67% +0.49
SMLF iShares US Smallcap Equity F Add +4.5% 2.98% +0.21
XSMO Invesco S&P Smallcap Momentu Add +4.0% 2.90% +0.16
MRK Merck & Co. Inc. Add +24.1% 0.80% +0.15
IVV iShares Core S&P 500 ETF Add +1.5% 4.05% +0.11
CWB SS SPDR BB Conv Sec ETF Add +1.4% 2.48% +0.10
BLK BlackRock Inc. Add +5.4% 0.98% +0.09
CCJ Cameco Corp. Add +22.3% 0.37% +0.09
SCHK Schwab 1000 Index ETF New 0.07% +0.07
JPM JPMorgan Chase & Co. Add +0.6% 2.49% +0.07
DLR Digital Realty Trust Inc. Add +32.8% 0.35% +0.07
BAC Bank of America Corp. Add +2.3% 1.42% +0.07
COR Cencora Inc. Add +6.4% 1.57% +0.06
SPY SS SPDR S&P 500 ETF Trust-US Add +18.6% 0.31% +0.05
IEMG iShares Core MSCI Emerging Add +1.1% 1.09% +0.05
PEG Public Service Enterprise GP Add +32.5% 0.24% +0.05
DGRO iShares Core Dividend Growth Add +63.0% 0.11% +0.04
IWR iShares Russell Mid-Cap ETF Add +2.1% 4.65% +0.04
SCHA Schwab US Small-Cap ETF New 0.03% +0.03
TTWO Take-Two Interactive Softwre Add +2.6% 1.30% +0.03
TSLA Tesla Inc. Add +15.3% 0.08% +0.03
VOX Vanguard Communication Servi New 0.03% +0.03
LHX L3HARRIS Technologies Inc. New 0.02% +0.02
IWO iShares Russell 2000 Growth New 0.02% +0.02
LH Labcorp Holdings Inc. New 0.02% +0.02
LLY Eli Lilly & Co. Add +10.9% 1.10% +0.02
NOW ServiceNow Inc. Add +22.2% 0.80% +0.02
PEP Pepsico Inc. Add +2.6% 0.85% +0.02
AVGO Broadcom Inc. Add +11.7% 0.10% +0.02
IJK iShares S&P Mid-Cap 400 Grow Add +11.9% 0.20% +0.02
VEU Vanguard Ftse All-World Ex-U Add +1.1% 2.07% +0.02
IWB iShares Russell 1000 ETF Add +6.3% 0.27% +0.02
QQQ Invesco QQQ Trust Series 1 Add +1.1% 0.46% +0.02
JPC Nuveen Prefered & Income Opp New 0.01% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +4.2% 0.21% +0.01
SCHM Schwab US Mid Cap ETF Add +5.1% 0.33% +0.01
BSCY Invesco Bulletshares 2034 CB Add +22.9% 0.06% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +6.5% 0.11% +0.01
AMAT Applied Materials Inc. Add +9.3% 0.04% +0.01
DFAC Dimensional US Core Equity 2 Add +15.6% 0.04% +0.01
IWF iShares Russell 1000 Growth Add +5.8% 0.06% +0.01
PNC PNC Financial Services Group Add +0.3% 0.27% +0.00
BSCX Invesco Bulletshares 2033 CB Add +8.9% 0.12% +0.00
VOO Vanguard S&P 500 ETF Add +0.5% 0.22% +0.00
BSCW Invesco Bulletshares 2032 CB Add +6.8% 0.15% +0.00
ONEQ Fidelity Nasdaq Comp Indx Add +0.7% 0.03% +0.00
NEE Nextera Energy Inc. Add +0.3% 0.04% +0.00
SNPS Synopsys Inc. Add +10.8% 0.04% +0.00
DGX Quest Diagnostics Inc. Add +0.2% 0.04% 0.00

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