River Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), River Wealth Advisors LLC reported 205 stock positions worth $870.8 million. Its top holding was Apple (AAPL) at 5.4% of the portfolio, followed by iShares Russell Mid-Cap ETF (IWR, 5.0%) and Nvidia (NVDA, 4.4%). Compared with Q4 2025, it opened 6 new positions, sold out of 9, added to 62 and reduced 118. The biggest buy was Vanguard Ftse All-World Ex-U (VEU, shares +32%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- CAMP HILL, PA
- CIK
- 0001642570
- Portfolio Value
- $870.8M (Q1 2026)
- SEC Filing
- 0001642570-26-000005 ↗ filed May 13, 2026
Holdings Value
Holdings 205 stocks · $870.8M
| AAPL Apple Inc. | 5.38% | 184,513 | $46.8M | Reduce -0.8% |
| IWR iShares Russell Mid-Cap ETF | 5.03% | 450,160 | $43.8M | Add +4.6% |
| NVDA Nvidia Corp. | 4.36% | 217,779 | $38.0M | Add +0.5% |
| MSFT Microsoft Corp. | 3.58% | 84,305 | $31.2M | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 3.56% | 47,449 | $31.0M | Reduce -8.5% |
| GOOGL Alphabet Inc. Class A | 3.36% | 101,872 | $29.3M | Reduce -4.6% |
| VEU Vanguard Ftse All-World Ex-U | 2.83% | 327,769 | $24.6M | Add +31.8% |
| SMLF iShares US Smallcap Equity F | 2.76% | 317,974 | $24.0M | Reduce -11.8% |
| XSMO Invesco S&P Smallcap Momentu | 2.74% | 314,190 | $23.9M | Reduce -11.9% |
| CWB SS SPDR BB Conv Sec ETF | 2.49% | 237,136 | $21.7M | Add +0.8% |
| IWM iShares Russell 2000 ETF | 2.36% | 83,013 | $20.6M | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 2.34% | 69,124 | $20.3M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.10% | 88,007 | $18.3M | Add +1.9% |
| V Visa Inc. Class A | 1.86% | 53,568 | $16.2M | Add +1.2% |
| ACN Accenture PLC Class A | 1.74% | 76,204 | $15.1M | Add +13.1% |
| IEMG iShares Core MSCI Emerging | 1.68% | 209,199 | $14.6M | Add +43.9% |
| TMUS T-Mobile US Inc. | 1.65% | 68,214 | $14.3M | Add +3.5% |
| COR Cencora Inc. | 1.53% | 42,516 | $13.4M | Reduce -3.2% |
| ETN Eaton Corp. PLC | 1.53% | 37,314 | $13.3M | Add +2.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.52% | 82,961 | $13.2M | Add +14.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.48% | 263,873 | $12.9M | Add +1.7% |
| CB Chubb Ltd. | 1.41% | 37,763 | $12.3M | Add +2.5% |
| MRK Merck & Co. Inc. | 1.29% | 93,102 | $11.2M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 1.27% | 12,056 | $11.1M | Reduce -4.8% |
| LRCX Lam Research Corp. | 1.23% | 50,278 | $10.7M | Reduce -6.8% |
| TTWO Take-Two Interactive Softwre | 1.17% | 51,404 | $10.2M | Add +10.1% |
| PEP Pepsico Inc. | 1.09% | 60,886 | $9.5M | Reduce -0.6% |
| SYK Stryker Corp. | 1.03% | 27,302 | $9.0M | Add +21.3% |
| BLK BlackRock Inc. | 0.97% | 8,769 | $8.4M | Add +6.1% |
| WMT Walmart Inc. | 0.92% | 64,296 | $8.0M | Add +1.2% |
| WM Waste Management Inc. | 0.88% | 33,344 | $7.7M | Add +9.3% |
| CMG Chipotle Mexican Grill Inc. | 0.87% | 236,963 | $7.6M | Add +10.2% |
| DE Deere & Co. | 0.82% | 12,608 | $7.1M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 0.78% | 6,786 | $6.8M | Reduce -2.7% |
| CAT Caterpillar Inc. | 0.77% | 9,494 | $6.7M | Add +23.9% |
| NOW ServiceNow Inc. | 0.74% | 61,802 | $6.5M | Add +33.5% |
| CRM Salesforce Inc. | 0.70% | 32,804 | $6.1M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 0.70% | 21,320 | $6.1M | Reduce -2.3% |
| CVX Chevron Corp. | 0.69% | 28,999 | $6.0M | Reduce -18.3% |
| TT Trane Technologies PLC | 0.68% | 14,246 | $5.9M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.62% | 10,844 | $5.4M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.60% | 30,957 | $5.3M | Reduce -9.7% |
| FCX Freeport-McMoran Inc. | 0.60% | 88,799 | $5.2M | Reduce -2.4% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.60% | 103,130 | $5.2M | Reduce -4.6% |
| ORCL Oracle Corp. | 0.58% | 34,588 | $5.1M | Reduce -1.8% |
| CEG Constellation Energy | 0.57% | 17,911 | $5.0M | Add +1.2% |
| CSL Carlisle Cos Inc. | 0.57% | 14,960 | $5.0M | Reduce -6.6% |
| RSP Invesco S&P 500 Equal Weight | 0.56% | 25,619 | $4.9M | New |
| TRGP Targa Resources Corp. | 0.56% | 19,407 | $4.9M | Reduce -25.6% |
| AMGN Amgen Inc. | 0.54% | 13,239 | $4.7M | Reduce -3.2% |
| CCJ Cameco Corp. | 0.53% | 42,633 | $4.6M | Reduce -2.4% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 61,043 | $4.1M | Reduce -0.6% |
| TTEK Tetra Tech Inc. | 0.46% | 133,260 | $4.0M | Reduce -8.6% |
| DLR Digital Realty Trust Inc. | 0.45% | 21,932 | $4.0M | Add +2.3% |
| RTX RTX Corp. | 0.45% | 20,245 | $3.9M | Reduce -1.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.44% | 28,704 | $3.8M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 6,367 | $3.7M | Reduce -0.8% |
| TEL Te Connectivity PLC | 0.41% | 17,230 | $3.6M | Reduce -0.9% |
| APD Air Products & Chemicals Inc. | 0.41% | 12,306 | $3.6M | Reduce -5.5% |
| PH Parker Hannifin Corp. | 0.40% | 3,904 | $3.5M | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.38% | 13,656 | $3.3M | Reduce -3.0% |
| COF Capital One Financial Corp. | 0.37% | 17,594 | $3.2M | Reduce -4.5% |
| PHM Pultegroup Inc. | 0.37% | 27,103 | $3.2M | Reduce -2.6% |
| VXF Vanguard Extended Market ETF | 0.36% | 15,199 | $3.1M | Reduce -7.3% |
| PEG Public Service Enterprise GP | 0.35% | 37,388 | $3.0M | Add +13.6% |
| PNC PNC Financial Services Group | 0.34% | 14,352 | $3.0M | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.34% | 13,717 | $3.0M | Reduce -7.8% |
| SCHM Schwab US Mid Cap ETF | 0.32% | 90,471 | $2.8M | Reduce -3.9% |
| LIN Linde PLC | 0.31% | 5,512 | $2.7M | Reduce -3.7% |
| GS Goldman Sachs Group Inc. | 0.31% | 3,174 | $2.7M | Reduce -2.9% |
| LOW Lowe's Cos Inc. | 0.30% | 11,155 | $2.6M | Reduce -1.6% |
| HD Home Depot Inc. | 0.27% | 7,187 | $2.4M | Reduce -1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.27% | 7,670 | $2.3M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.26% | 6,398 | $2.3M | No change |
| META Meta Platforms Inc. Class A | 0.26% | 3,975 | $2.3M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 3,414 | $2.2M | Reduce -6.7% |
| PSX Phillips 66 | 0.25% | 11,910 | $2.2M | Reduce -11.9% |
| BSCW Invesco Bulletshares 2032 CB | 0.22% | 94,644 | $1.9M | Add +38.3% |
| VOO Vanguard S&P 500 ETF | 0.21% | 3,130 | $1.9M | Reduce -7.6% |
| EEM iShares MSCI Emerging Market | 0.21% | 31,874 | $1.8M | Reduce -4.5% |
| BSCX Invesco Bulletshares 2033 CB | 0.20% | 83,964 | $1.8M | Add +44.5% |
| COP Conocophillips | 0.19% | 12,700 | $1.7M | Reduce -20.1% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 3,385 | $1.7M | Reduce -7.1% |
| MRSH Marsh & McLennan Cos | 0.19% | 9,446 | $1.6M | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.18% | 3,347 | $1.6M | Reduce -8.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 3,653 | $1.6M | Reduce -1.4% |
| PG The Procter & Gamble Co. | 0.18% | 10,812 | $1.6M | Reduce -5.6% |
| BSCY Invesco Bulletshares 2034 CB | 0.17% | 73,362 | $1.5M | Add +107.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.17% | 15,078 | $1.5M | Reduce -2.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.17% | 79,090 | $1.5M | Add +6.0% |
| BSCS Invesco Bulletshares 2028 CB | 0.17% | 71,376 | $1.5M | Add +3.1% |
| DHR Danaher Corp. | 0.16% | 7,511 | $1.4M | Reduce -3.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.16% | 82,160 | $1.4M | Add +9.8% |
| BSCV Invesco Bulletshares 2031 CB | 0.16% | 82,865 | $1.4M | Add +5.1% |
| AVGO Broadcom Inc. | 0.16% | 4,403 | $1.4M | Add +1.9% |
| XLE SS Energy Select Sector | 0.15% | 21,834 | $1.3M | Reduce -4.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.15% | 67,950 | $1.3M | Reduce -28.5% |
| XLK SS Technology Select Sector | 0.15% | 9,609 | $1.3M | Reduce -9.1% |
| KRNY Kearny Financial Corp. | 0.14% | 166,946 | $1.3M | No change |
| HON Honeywell International Inc. | 0.14% | 5,481 | $1.2M | Reduce -2.7% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -8.5% | 3.56% | −0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -4.6% | 3.36% | −0.38 |
| AAPL Apple Inc. | Reduce -0.8% | 5.38% | −0.29 |
| CRM Salesforce Inc. | Reduce -1.3% | 0.70% | −0.28 |
| SMLF iShares US Smallcap Equity F | Reduce -11.8% | 2.76% | −0.27 |
| LLY Eli Lilly & Co. | Reduce -4.8% | 1.27% | −0.25 |
| ORCL Oracle Corp. | Reduce -1.8% | 0.58% | −0.19 |
| XSMO Invesco S&P Smallcap Momentu | Reduce -11.9% | 2.74% | −0.14 |
| COF Capital One Financial Corp. | Reduce -4.5% | 0.37% | −0.13 |
| COR Cencora Inc. | Reduce -3.2% | 1.53% | −0.13 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -45.7% | 0.14% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -2.3% | 0.62% | −0.09 |
| TTEK Tetra Tech Inc. | Reduce -8.6% | 0.46% | −0.09 |
| SCHK Schwab 1000 Index ETF | Sold out | 0.00% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 0.70% | −0.07 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -28.5% | 0.15% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -14.2% | 0.09% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.1% | 0.19% | −0.05 |
| ELV Elevance Health Inc. | Reduce -13.3% | 0.12% | −0.04 |
| ABBV Abbvie Inc. | Reduce -7.8% | 0.34% | −0.04 |
| DHR Danaher Corp. | Reduce -3.3% | 0.16% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
| TEL Te Connectivity PLC | Reduce -0.9% | 0.41% | −0.03 |
| TSLA Tesla Inc. | Reduce -6.7% | 0.10% | −0.03 |
| SPGI S&P Global Inc. | Reduce -0.9% | 0.13% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Sold out | 0.00% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -40.1% | 0.03% | −0.03 |
| VXF Vanguard Extended Market ETF | Reduce -7.3% | 0.36% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.7% | 0.26% | −0.02 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.02 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Reduce -9.1% | 0.15% | −0.02 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -7.6% | 0.21% | −0.02 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.8% | 0.18% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 0.42% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.4% | 0.18% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -5.2% | 0.19% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -3.8% | 2.36% | −0.02 |
| SLQD iShares 0-5 YR Inv GRD Corp. | Reduce -4.6% | 0.60% | −0.02 |
| UL Unilever PLC-Sponsored ADR | Reduce -8.0% | 0.07% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -2.9% | 0.31% | −0.01 |
| DIS The Walt Disney Co. | Reduce -6.6% | 0.06% | −0.01 |
| ALLE Allegion PLC | Reduce -4.7% | 0.11% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.1% | 0.06% | −0.01 |
| PLD Prologis Inc. | Reduce -17.3% | 0.09% | −0.01 |
| HD Home Depot Inc. | Reduce -1.8% | 0.27% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VEU Vanguard Ftse All-World Ex-U | Add +31.8% | 2.83% | +0.78 |
| IEMG iShares Core MSCI Emerging | Add +43.9% | 1.68% | +0.58 |
| RSP Invesco S&P 500 Equal Weight | New | 0.56% | +0.56 |
| IWR iShares Russell Mid-Cap ETF | Add +4.6% | 5.03% | +0.38 |
| CAT Caterpillar Inc. | Add +23.9% | 0.77% | +0.28 |
| TJX TJX Companies Inc. | Add +14.4% | 1.52% | +0.27 |
| ETN Eaton Corp. PLC | Add +2.1% | 1.53% | +0.23 |
| TMUS T-Mobile US Inc. | Add +3.5% | 1.65% | +0.15 |
| SYK Stryker Corp. | Add +21.3% | 1.03% | +0.14 |
| CWB SS SPDR BB Conv Sec ETF | Add +0.8% | 2.49% | +0.14 |
| WM Waste Management Inc. | Add +9.3% | 0.88% | +0.13 |
| CB Chubb Ltd. | Add +2.5% | 1.41% | +0.12 |
| WMT Walmart Inc. | Add +1.2% | 0.92% | +0.12 |
| BSCY Invesco Bulletshares 2034 CB | Add +107.1% | 0.17% | +0.09 |
| DLR Digital Realty Trust Inc. | Add +2.3% | 0.45% | +0.08 |
| BSCZ Invesco Bulletshares 2035 CB | Add +328.4% | 0.10% | +0.08 |
| BSCX Invesco Bulletshares 2033 CB | Add +44.5% | 0.20% | +0.06 |
| BSCW Invesco Bulletshares 2032 CB | Add +38.3% | 0.22% | +0.06 |
| PEG Public Service Enterprise GP | Add +13.6% | 0.35% | +0.05 |
| TFC Truist Financial Corp. | New | 0.04% | +0.04 |
| SCHG Schwab US Large-Cap Growth | New | 0.03% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| ETR Entergy Corp. | New | 0.02% | +0.02 |
| AME Ametek Inc. | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.3% | 0.07% | +0.02 |
| BSCU Invesco Bulletshares 2030 CB | Add +9.8% | 0.16% | +0.02 |
| HSY The Hershey Co. | Add +0.1% | 0.10% | +0.01 |
| NEE Nextera Energy Inc. | Add +2.0% | 0.08% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.4% | 0.13% | +0.01 |
| BSCT Invesco Bulletshares 2029 CB | Add +6.0% | 0.17% | +0.01 |
| MCK McKesson Corp. | Add +1.1% | 0.14% | +0.01 |
| BSCV Invesco Bulletshares 2031 CB | Add +5.1% | 0.16% | +0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.1% | 0.17% | +0.01 |
| ITW Illinois Tool Works | Add +0.2% | 0.09% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.2% | 0.04% | +0.01 |
| CSCO Cisco Systems Inc. | Add +2.0% | 0.10% | +0.01 |
| LHX L3HARRIS Technologies Inc. | Add +0.1% | 0.03% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 0.09% | +0.01 |
| TRV The Travelers Cos Inc. | Add +2.5% | 0.08% | +0.00 |
| VHT Vanguard Health Care ETF | Add +14.9% | 0.04% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +14.9% | 0.06% | +0.00 |
| VYM Vanguard High DVD Yield ETF | Add +0.2% | 0.06% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.2% | 0.06% | +0.00 |
| NSC Norfolk Southern Corp. | Add +0.2% | 0.11% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.0% | 0.04% | +0.00 |
| FHLC Fidelity MSCI Health Care | Add +0.5% | 0.03% | −0.00 |
| FNCL Fidelity MSCI Financial Indx | Add +4.8% | 0.03% | −0.00 |
| AON Aon PLC Class A | Add +0.4% | 0.03% | −0.00 |
| AMP Ameriprise Financial Inc. | Add +0.6% | 0.03% | −0.00 |
| MS Morgan Stanley | Add +0.3% | 0.05% | −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 |