River Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), River Wealth Advisors LLC reported 208 stock positions worth $891.7 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by iShares Russell Mid-Cap ETF (IWR, 4.6%) and Nvidia (NVDA, 4.5%). Compared with Q3 2025, it opened 14 new positions, sold out of 9, added to 80 and reduced 94. The biggest buy was Eli Lilly (LLY, shares +3%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $891.7M (Q4 2025)
- SEC Filing
- 0001642570-26-000003 ↗ filed Feb 13, 2026
Holdings Value
Holdings 208 stocks · $891.7M
| AAPL Apple Inc. | 5.67% | 185,954 | $50.6M | Reduce -0.0% |
| IWR iShares Russell Mid-Cap ETF | 4.64% | 430,189 | $41.4M | Add +4.5% |
| NVDA Nvidia Corp. | 4.53% | 216,783 | $40.4M | Reduce -1.1% |
| MSFT Microsoft Corp. | 4.40% | 81,133 | $39.2M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 3.98% | 51,874 | $35.5M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 3.75% | 106,769 | $33.4M | Reduce -3.4% |
| SMLF iShares US Smallcap Equity F | 3.03% | 360,566 | $27.0M | Add +5.0% |
| XSMO Invesco S&P Smallcap Momentu | 2.88% | 356,629 | $25.7M | Add +5.8% |
| JPM JPMorgan Chase & Co. | 2.49% | 68,992 | $22.2M | Add +2.0% |
| IWM iShares Russell 2000 ETF | 2.38% | 86,270 | $21.2M | Reduce -0.5% |
| CWB SS SPDR BB Conv Sec ETF | 2.35% | 235,278 | $21.0M | Add +0.5% |
| AMZN Amazon.com Inc. | 2.23% | 86,337 | $19.9M | Add +4.2% |
| V Visa Inc. Class A | 2.08% | 52,948 | $18.6M | Add +3.1% |
| VEU Vanguard Ftse All-World Ex-U | 2.05% | 248,722 | $18.3M | Add +0.5% |
| ACN Accenture PLC Class A | 2.03% | 67,385 | $18.1M | Add +12.5% |
| COR Cencora Inc. | 1.66% | 43,919 | $14.8M | Add +2.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.60% | 259,550 | $14.3M | Add +9.9% |
| LLY Eli Lilly & Co. | 1.53% | 12,666 | $13.6M | Add +2.8% |
| TMUS T-Mobile US Inc. | 1.50% | 65,878 | $13.4M | Add +2.5% |
| TTWO Take-Two Interactive Softwre | 1.34% | 46,690 | $12.0M | Add +8.3% |
| ETN Eaton Corp. PLC | 1.31% | 36,555 | $11.6M | Add +10.3% |
| CB Chubb Ltd. | 1.29% | 36,825 | $11.5M | Add +7.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.25% | 72,523 | $11.1M | Add +8.7% |
| MRK Merck & Co. Inc. | 1.11% | 93,839 | $9.9M | Add +14.5% |
| IEMG iShares Core MSCI Emerging | 1.10% | 145,353 | $9.8M | Add +3.1% |
| LRCX Lam Research Corp. | 1.04% | 53,959 | $9.2M | Reduce -6.5% |
| BLK BlackRock Inc. | 0.99% | 8,264 | $8.8M | Add +14.7% |
| CRM Salesforce Inc. | 0.99% | 33,221 | $8.8M | Add +1.1% |
| PEP Pepsico Inc. | 0.99% | 61,228 | $8.8M | Add +18.3% |
| CMG Chipotle Mexican Grill Inc. | 0.89% | 215,040 | $8.0M | Add +18.6% |
| SYK Stryker Corp. | 0.89% | 22,508 | $7.9M | Add +14.6% |
| NOW ServiceNow Inc. | 0.79% | 46,275 | $7.1M | Add +24.6% |
| WMT Walmart Inc. | 0.79% | 63,560 | $7.1M | Add +14.3% |
| ORCL Oracle Corp. | 0.77% | 35,218 | $6.9M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.77% | 21,814 | $6.8M | Add +3.7% |
| WM Waste Management Inc. | 0.75% | 30,495 | $6.7M | Add +11.4% |
| MA Mastercard Inc. Class A | 0.71% | 11,095 | $6.3M | Reduce -0.7% |
| CEG Constellation Energy | 0.70% | 17,693 | $6.3M | Add +7.2% |
| DE Deere & Co. | 0.68% | 12,969 | $6.0M | Add +0.4% |
| COST Costco Wholesale Corp. | 0.67% | 6,977 | $6.0M | Reduce -4.3% |
| TT Trane Technologies PLC | 0.63% | 14,400 | $5.6M | Reduce -5.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.61% | 108,095 | $5.5M | Reduce -6.7% |
| CVX Chevron Corp. | 0.61% | 35,487 | $5.4M | Add +2.7% |
| CSL Carlisle Cos Inc. | 0.57% | 16,024 | $5.1M | Reduce -5.6% |
| TTEK Tetra Tech Inc. | 0.55% | 145,804 | $4.9M | Reduce -2.1% |
| TRGP Targa Resources Corp. | 0.54% | 26,071 | $4.8M | Reduce -5.0% |
| FCX Freeport-McMoran Inc. | 0.52% | 90,953 | $4.6M | Add +8.1% |
| AMGN Amgen Inc. | 0.50% | 13,678 | $4.5M | Add +1.1% |
| COF Capital One Financial Corp. | 0.50% | 18,413 | $4.5M | Reduce -5.9% |
| CAT Caterpillar Inc. | 0.49% | 7,662 | $4.4M | Add +22.9% |
| XOM Exxon Mobil Corp. | 0.46% | 34,297 | $4.1M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 0.45% | 61,384 | $4.1M | Reduce -7.0% |
| CCJ Cameco Corp. | 0.45% | 43,699 | $4.0M | Add +15.5% |
| TEL Te Connectivity PLC | 0.44% | 17,380 | $4.0M | Reduce -11.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 6,416 | $3.9M | Reduce -2.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.43% | 29,058 | $3.8M | Reduce -1.0% |
| RTX RTX Corp. | 0.42% | 20,466 | $3.8M | Reduce -2.3% |
| PH Parker Hannifin Corp. | 0.39% | 4,000 | $3.5M | Reduce -4.5% |
| VXF Vanguard Extended Market ETF | 0.38% | 16,391 | $3.4M | Reduce -1.2% |
| ABBV Abbvie Inc. | 0.38% | 14,872 | $3.4M | Reduce -1.6% |
| DLR Digital Realty Trust Inc. | 0.37% | 21,450 | $3.3M | Add +22.9% |
| PHM Pultegroup Inc. | 0.37% | 27,823 | $3.3M | Reduce -1.7% |
| APD Air Products & Chemicals Inc. | 0.36% | 13,022 | $3.2M | Reduce -13.7% |
| PNC PNC Financial Services Group | 0.34% | 14,700 | $3.1M | Add +25.9% |
| JNJ Johnson & Johnson | 0.33% | 14,080 | $2.9M | Add +14.5% |
| GS Goldman Sachs Group Inc. | 0.32% | 3,268 | $2.9M | Add +0.1% |
| SCHM Schwab US Mid Cap ETF | 0.32% | 94,098 | $2.8M | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.31% | 11,332 | $2.7M | Reduce -10.8% |
| PEG Public Service Enterprise GP | 0.30% | 32,912 | $2.6M | Add +32.7% |
| META Meta Platforms Inc. Class A | 0.29% | 3,896 | $2.6M | Reduce -1.6% |
| HD Home Depot Inc. | 0.28% | 7,321 | $2.5M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 3,658 | $2.5M | Reduce -8.6% |
| LIN Linde PLC | 0.27% | 5,723 | $2.4M | Reduce -3.2% |
| IWB iShares Russell 1000 ETF | 0.27% | 6,398 | $2.4M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 7,860 | $2.4M | Reduce -0.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.24% | 111,556 | $2.2M | Reduce -8.4% |
| VOO Vanguard S&P 500 ETF | 0.24% | 3,388 | $2.1M | Add +9.1% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 3,643 | $2.1M | Reduce -7.5% |
| BSCR Invesco Bulletshares 2027 CB | 0.21% | 95,002 | $1.9M | Reduce -7.9% |
| MRSH Marsh & McLennan Cos | 0.21% | 9,963 | $1.8M | Reduce -19.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 3,671 | $1.8M | Add +8.7% |
| EEM iShares MSCI Emerging Market | 0.20% | 33,393 | $1.8M | Reduce -2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 3,704 | $1.8M | No change |
| DHR Danaher Corp. | 0.20% | 7,770 | $1.8M | Reduce -3.4% |
| PSX Phillips 66 | 0.20% | 13,513 | $1.7M | Reduce -9.7% |
| PG The Procter & Gamble Co. | 0.18% | 11,456 | $1.6M | Reduce -4.7% |
| XLK SS Technology Select Sector | 0.17% | 10,571 | $1.5M | Add +7.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 15,452 | $1.5M | Reduce -12.2% |
| AVGO Broadcom Inc. | 0.17% | 4,322 | $1.5M | Add +71.6% |
| COP Conocophillips | 0.17% | 15,900 | $1.5M | Reduce -14.6% |
| ELV Elevance Health Inc. | 0.16% | 4,095 | $1.4M | Reduce -15.0% |
| BSCW Invesco Bulletshares 2032 CB | 0.16% | 68,425 | $1.4M | Add +14.8% |
| BSCS Invesco Bulletshares 2028 CB | 0.16% | 69,230 | $1.4M | Reduce -2.0% |
| BSCT Invesco Bulletshares 2029 CB | 0.16% | 74,586 | $1.4M | Add +0.4% |
| SPGI S&P Global Inc. | 0.15% | 2,619 | $1.4M | Reduce -5.9% |
| BSCV Invesco Bulletshares 2031 CB | 0.15% | 78,851 | $1.3M | Add +5.6% |
| BSCU Invesco Bulletshares 2030 CB | 0.14% | 74,800 | $1.3M | Add +4.9% |
| BSCX Invesco Bulletshares 2033 CB | 0.14% | 58,116 | $1.2M | Add +17.2% |
| KRNY Kearny Financial Corp. | 0.14% | 166,946 | $1.2M | No change |
| QCOM Qualcomm Inc. | 0.14% | 7,190 | $1.2M | Reduce -4.2% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.9% | 4.40% | −0.56 |
| ORCL Oracle Corp. | Reduce -1.6% | 0.77% | −0.41 |
| NVDA Nvidia Corp. | Reduce -1.1% | 4.53% | −0.25 |
| FITB Fifth Third Bancorp | Reduce -80.7% | 0.05% | −0.22 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.19 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.13 |
| TT Trane Technologies PLC | Reduce -5.7% | 0.63% | −0.12 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -13.7% | 0.36% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -4.3% | 0.67% | −0.11 |
| MRSH Marsh & McLennan Cos | Reduce -19.8% | 0.21% | −0.09 |
| CSL Carlisle Cos Inc. | Reduce -5.6% | 0.57% | −0.08 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -6.7% | 0.61% | −0.07 |
| PHM Pultegroup Inc. | Reduce -1.7% | 0.37% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -0.5% | 2.38% | −0.07 |
| HD Home Depot Inc. | Reduce -1.1% | 0.28% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -10.8% | 0.31% | −0.07 |
| TEL Te Connectivity PLC | Reduce -11.6% | 0.44% | −0.06 |
| DHI D.R. Horton Inc. | Reduce -17.4% | 0.13% | −0.06 |
| LIN Linde PLC | Reduce -3.2% | 0.27% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.29% | −0.05 |
| HON Honeywell International Inc. | Reduce -19.9% | 0.12% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.0% | 0.45% | −0.05 |
| PSX Phillips 66 | Reduce -9.7% | 0.20% | −0.04 |
| COP Conocophillips | Reduce -14.6% | 0.17% | −0.04 |
| UNP Union Pacific Corp. | Reduce -43.6% | 0.04% | −0.04 |
| AVY Avery Dennison Corp. | Reduce -59.7% | 0.03% | −0.04 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -31.9% | 0.10% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Sold out | 0.00% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -8.4% | 0.24% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 0.71% | −0.03 |
| TTEK Tetra Tech Inc. | Reduce -2.1% | 0.55% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -8.6% | 0.28% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -40.1% | 0.04% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -4.7% | 0.18% | −0.03 |
| MCD McDonald's Corp. | Reduce -41.9% | 0.04% | −0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -12.2% | 0.17% | −0.03 |
| ABBV Abbvie Inc. | Reduce -1.6% | 0.38% | −0.03 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -7.9% | 0.21% | −0.03 |
| BR Broadridge Financial Solutio | Sold out | 0.00% | −0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -38.3% | 0.02% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.02 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.02 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -1.2% | 0.38% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -16.6% | 0.08% | −0.02 |
| ELV Elevance Health Inc. | Reduce -15.0% | 0.16% | −0.02 |
| ALLE Allegion PLC | Reduce -0.6% | 0.12% | −0.02 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.10% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +2.8% | 1.53% | +0.43 |
| MRK Merck & Co. Inc. | Add +14.5% | 1.11% | +0.30 |
| ACN Accenture PLC Class A | Add +12.5% | 2.03% | +0.30 |
| BAC Bank of America Corp. | Add +9.9% | 1.60% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 0.77% | +0.17 |
| CB Chubb Ltd. | Add +7.6% | 1.29% | +0.16 |
| CAT Caterpillar Inc. | Add +22.9% | 0.49% | +0.14 |
| PEP Pepsico Inc. | Add +18.3% | 0.99% | +0.14 |
| FCX Freeport-McMoran Inc. | Add +8.1% | 0.52% | +0.13 |
| WMT Walmart Inc. | Add +14.3% | 0.79% | +0.12 |
| TJX TJX Companies Inc. | Add +8.7% | 1.25% | +0.12 |
| AMZN Amazon.com Inc. | Add +4.2% | 2.23% | +0.11 |
| COR Cencora Inc. | Add +2.4% | 1.66% | +0.10 |
| BA The Boeing Co. | New | 0.09% | +0.09 |
| CCJ Cameco Corp. | Add +15.5% | 0.45% | +0.08 |
| CRM Salesforce Inc. | Add +1.1% | 0.99% | +0.08 |
| AVGO Broadcom Inc. | Add +71.6% | 0.17% | +0.07 |
| PNC PNC Financial Services Group | Add +25.9% | 0.34% | +0.07 |
| CEG Constellation Energy | Add +7.2% | 0.70% | +0.07 |
| ROM Proshares Ultra Technology | New | 0.06% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | Add +18.6% | 0.89% | +0.06 |
| JNJ Johnson & Johnson | Add +14.5% | 0.33% | +0.06 |
| AMGN Amgen Inc. | Add +1.1% | 0.50% | +0.06 |
| PEG Public Service Enterprise GP | Add +32.7% | 0.30% | +0.05 |
| ISRG Intuitive Surgical Inc. | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +63.7% | 0.13% | +0.05 |
| WM Waste Management Inc. | Add +11.4% | 0.75% | +0.04 |
| SMLF iShares US Smallcap Equity F | Add +5.0% | 3.03% | +0.04 |
| TTWO Take-Two Interactive Softwre | Add +8.3% | 1.34% | +0.04 |
| SYK Stryker Corp. | Add +14.6% | 0.89% | +0.04 |
| PAYX Paychex Inc. | New | 0.03% | +0.03 |
| T AT&T Inc. | New | 0.03% | +0.03 |
| TQQQ Proshares Ultrapro QQQ | New | 0.03% | +0.03 |
| V Visa Inc. Class A | Add +3.1% | 2.08% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| PLTR Palantir Technologies Inc. Class A | New | 0.03% | +0.03 |
| VZ Verizon Communications Inc. | New | 0.02% | +0.02 |
| DVY iShares Select Dividend ETF | Add +32.3% | 0.12% | +0.02 |
| CHRW C.H. Robinson Worldwide Inc. | New | 0.02% | +0.02 |
| PPL PPL Corp. | Add +102.3% | 0.05% | +0.02 |
| VNQ Vanguard Real Estate ETF | New | 0.02% | +0.02 |
| BSCZ Invesco Bulletshares 2035 CB | New | 0.02% | +0.02 |
| IWP iShares Russell Mid-Cap Grow | New | 0.02% | +0.02 |
| BX Blackstone Inc. | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +2.4% | 0.46% | +0.02 |
| BSCY Invesco Bulletshares 2034 CB | Add +36.2% | 0.08% | +0.02 |
| DLR Digital Realty Trust Inc. | Add +22.9% | 0.37% | +0.02 |
| NEE Nextera Energy Inc. | Add +41.6% | 0.06% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +0.1% | 0.32% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +9.1% | 0.24% | +0.02 |
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 |