Investor
River Wealth Advisors LLC
CIK 0001642570 · filed 2026-05-13 · SEC filing
13F book
$870.8M
Positions
205
6 new · 9 sold
Largest name
5.4%
Apple Inc. · AAPL
Est. mark
−$28.9M
Price effect on 199 names still held. Flow $7.95M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 184.5K | $46.8M | 5.4% | −$3.33M | Cut−$3.73M |
| Ishares Tr | — | 450.2K | $43.8M | 5.0% | $413K | Added$2.35M |
| Nvidia Corp | NVDA | 217.8K | $38M | 4.4% | −$2.62M | Added−$2.45M |
| Microsoft Corp | MSFT | 84.3K | $31.2M | 3.6% | −$9.2M | Added−$8.03M |
| Ishares Tr | — | 47.4K | $31M | 3.6% | −$1.51M | Cut−$4.54M |
| Alphabet Inc | — | 101.9K | $29.3M | 3.4% | −$2.59M | Cut−$4.12M |
| Vanguard Intl Equity Index F | — | 327.8K | $24.6M | 2.8% | $383K | Added$6.32M |
| Ishares Tr | — | 318K | $24M | 2.8% | $193.9K | Cut−$3M |
| Invesco Exchange Traded Fd T | — | 314.2K | $23.9M | 2.7% | $1.26M | Cut−$1.8M |
| Spdr Series Trust | — | 237.1K | $21.7M | 2.5% | $545.9K | Added$715.9K |
| Ishares Tr | — | 83K | $20.6M | 2.4% | $152.7K | Cut−$649K |
| Jpmorgan Chase & Co. | — | 69.1K | $20.3M | 2.3% | −$1.94M | Added−$1.9M |
| Amazon Com Inc | AMZN | 88K | $18.3M | 2.1% | −$1.95M | Added−$1.6M |
| Visa Inc. | V | 53.6K | $16.2M | 1.9% | −$2.57M | Added−$2.38M |
| Accenture Plc Ireland | — | 76.2K | $15.1M | 1.7% | −$4.72M | Added−$2.97M |
| Ishares Inc | — | 209.2K | $14.6M | 1.7% | $367.7K | Added$4.82M |
| T-Mobile Us Inc | — | 68.2K | $14.3M | 1.6% | $460.4K | Added$951K |
| Cencora, Inc. | COR | 42.5K | $13.4M | 1.5% | −$1M | Cut−$1.48M |
| Eaton Corp Plc | ETN | 37.3K | $13.3M | 1.5% | $1.43M | Added$1.7M |
| Tjx Cos Inc New | — | 83K | $13.2M | 1.5% | $441.6K | Added$2.11M |
| Bank America Corp | — | 263.9K | $12.9M | 1.5% | −$1.62M | Added−$1.41M |
| Chubb Limited | — | 37.8K | $12.3M | 1.4% | $508.8K | Added$814.5K |
| Merck & Co., Inc. | MRK | 93.1K | $11.2M | 1.3% | $1.4M | Cut$1.32M |
| Eli Lilly & Co | LLY | 12.1K | $11.1M | 1.3% | −$1.87M | Cut−$2.52M |
| Lam Research Corp | LRCX | 50.3K | $10.7M | 1.2% | $2.14M | Cut$1.51M |
| Take-Two Interactive Softwar | — | 51.4K | $10.2M | 1.2% | −$2.73M | Added−$1.8M |
| Pepsico Inc | PEP | 60.9K | $9.46M | 1.1% | $716.6K | Cut$667.6K |
| Stryker Corp | SYK | 27.3K | $8.97M | 1.0% | −$515.3K | Added$1.06M |
| BlackRock, Inc. | BLK | 8.77K | $8.43M | 1.0% | −$897K | Added−$411.3K |
| Walmart Inc. | WMT | 64.3K | $7.99M | 0.9% | $818.1K | Added$909.6K |
| Waste Mgmt Inc Del | — | 33.3K | $7.66M | 0.9% | $307.3K | Added$962K |
| Chipotle Mexican Grill Inc | CMG | 237K | $7.59M | 0.9% | −$1.07M | Added−$371.3K |
| Deere & Co | DE | 12.6K | $7.1M | 0.8% | $1.23M | Cut$1.06M |
| Costco Whsl Corp New | — | 6.79K | $6.76M | 0.8% | $909.8K | Cut$745.1K |
| Caterpillar Inc | CAT | 9.49K | $6.73M | 0.8% | $1.04M | Added$2.34M |
| ServiceNow, Inc. | NOW | 61.8K | $6.46M | 0.7% | −$2.25M | Added−$627.4K |
| Salesforce, Inc. | CRM | 32.8K | $6.12M | 0.7% | −$2.57M | Cut−$2.68M |
| Alphabet Inc | — | 21.3K | $6.12M | 0.7% | −$574.4K | Cut−$729.4K |
| Chevron Corp New | CVX | 29K | $6M | 0.7% | $1.58M | Cut$591.2K |
| Trane Technologies Plc | TT | 14.2K | $5.94M | 0.7% | $392.3K | Cut$332.4K |
| Mastercard Inc | MA | 10.8K | $5.42M | 0.6% | −$772.4K | Cut−$915.7K |
| Exxon Mobil Corp | — | 31K | $5.25M | 0.6% | $1.53M | Cut$1.12M |
| Freeport-Mcmoran Inc | FCX | 88.8K | $5.22M | 0.6% | $709.5K | Cut$600.1K |
| Ishares Tr | — | 103.1K | $5.21M | 0.6% | −$21.7K | Cut−$273.4K |
| Oracle Corp | — | 34.6K | $5.09M | 0.6% | −$1.65M | Cut−$1.78M |
| Constellation Energy Corp | CEG | 17.9K | $5M | 0.6% | −$1.31M | Added−$1.25M |
| Carlisle Cos Inc | — | 15K | $4.99M | 0.6% | $205.7K | Cut−$134.7K |
| Invesco Exchange Traded Fd T | — | 25.6K | $4.92M | 0.6% | — | New |
| Targa Res Corp | — | 19.4K | $4.87M | 0.6% | $1.29M | Cut$55.9K |
| Amgen Inc | AMGN | 13.2K | $4.66M | 0.5% | $324.9K | Cut$181.2K |
| Cameco Corp | CCJ | 42.6K | $4.63M | 0.5% | $729.9K | Cut$632.4K |
| Ishares Tr | — | 61K | $4.12M | 0.5% | $93.4K | Cut$70.9K |
| Tetra Tech Inc New | — | 133.3K | $4.01M | 0.5% | −$455.7K | Cut−$876.5K |
| Digital Rlty Tr Inc | — | 21.9K | $3.95M | 0.5% | $546.9K | Added$633.8K |
| RTX Corp | RTX | 20.2K | $3.91M | 0.4% | $192.4K | Cut$151.8K |
| Ishares Tr | — | 28.7K | $3.8M | 0.4% | $26K | Cut−$20.6K |
| Invesco Qqq Tr | — | 6.37K | $3.67M | 0.4% | −$236.5K | Cut−$266.6K |
| Te Connectivity Plc | TEL | 17.2K | $3.6M | 0.4% | −$318.6K | Cut−$352.7K |
| Air Prods & Chems Inc | — | 12.3K | $3.57M | 0.4% | $534.9K | Cut$358.1K |
| Parker-Hannifin Corp | PH | 3.9K | $3.5M | 0.4% | $63.3K | Cut−$21.1K |
| Johnson & Johnson | JNJ | 13.7K | $3.34M | 0.4% | $511.9K | Cut$424.1K |
| Capital One Finl Corp | — | 17.6K | $3.21M | 0.4% | −$1.05M | Cut−$1.25M |
| Pulte Group Inc | — | 27.1K | $3.19M | 0.4% | $9.49K | Cut−$74.9K |
| Vanguard Index Fds | — | 15.2K | $3.13M | 0.4% | −$50.5K | Cut−$299.7K |
| Public Svc Enterprise Grp In | — | 37.4K | $3.03M | 0.3% | $21.4K | Added$383.7K |
| Pnc Finl Svcs Group Inc | — | 14.4K | $2.99M | 0.3% | −$9.31K | Cut−$81.9K |
| AbbVie Inc. | ABBV | 13.7K | $2.98M | 0.3% | −$150.9K | Cut−$414.8K |
| Schwab Strategic Tr | — | 90.5K | $2.8M | 0.3% | $80.5K | Cut−$28.5K |
| Linde Plc | LIN | 5.51K | $2.73M | 0.3% | $382.4K | Cut$292.4K |
| Goldman Sachs Group Inc | — | 3.17K | $2.69M | 0.3% | −$104.8K | Cut−$187.4K |
| Lowes Cos Inc | — | 11.2K | $2.64M | 0.3% | −$54.3K | Cut−$97K |
| Home Depot, Inc. | HD | 7.19K | $2.36M | 0.3% | −$109.2K | Cut−$155.4K |
| Vanguard Index Fds | — | 7.67K | $2.32M | 0.3% | $1.07K | Cut−$56.3K |
| Ishares Tr | — | 6.4K | $2.28M | 0.3% | −$108K | Held |
| Meta Platforms, Inc. | META | 3.98K | $2.27M | 0.3% | −$342.7K | Added−$297.5K |
| Spdr S&P 500 Etf Tr | — | 3.41K | $2.22M | 0.3% | −$107.9K | Cut−$274.3K |
| Phillips 66 | PSX | 11.9K | $2.17M | 0.2% | $633K | Cut$426.1K |
| Invesco Exch Trd Slf Idx Fd | — | 94.6K | $1.95M | 0.2% | −$19.6K | Added$520.1K |
| Vanguard Index Fds | — | 3.13K | $1.87M | 0.2% | −$92.9K | Cut−$254.7K |
| Ishares Tr | — | 31.9K | $1.81M | 0.2% | $66.3K | Cut−$16.8K |
| Invesco Exch Trd Slf Idx Fd | — | 84K | $1.78M | 0.2% | −$18K | Added$528.7K |
| Conocophillips | COP | 12.7K | $1.68M | 0.2% | $487.5K | Cut$188K |
| Thermo Fisher Scientific Inc. | TMO | 3.38K | $1.66M | 0.2% | −$297.6K | Cut−$447.1K |
| Marsh & Mclennan Cos Inc | — | 9.45K | $1.64M | 0.2% | −$114K | Cut−$209.9K |
| Berkshire Hathaway Inc Del | — | 3.35K | $1.6M | 0.2% | −$78.7K | Cut−$241.6K |
| Vanguard Growth Etf | — | 3.65K | $1.6M | 0.2% | −$186.5K | Cut−$211.4K |
| Procter And Gamble Co | PG | 10.8K | $1.56M | 0.2% | $12.2K | Cut−$80.1K |
| Invesco Exch Trd Slf Idx Fd | — | 73.4K | $1.52M | 0.2% | −$11.4K | Added$773.8K |
| Ishares Tr | — | 15.1K | $1.52M | 0.2% | $56.4K | Cut$20.2K |
| Invesco Exch Trd Slf Idx Fd | — | 79.1K | $1.48M | 0.2% | −$13K | Added$71K |
| Invesco Exch Trd Slf Idx Fd | — | 71.4K | $1.46M | 0.2% | −$12.3K | Added$31.6K |
| Danaher Corporation | — | 7.51K | $1.42M | 0.2% | −$295.3K | Cut−$354.6K |
| Invesco Exch Trd Slf Idx Fd | — | 82.2K | $1.37M | 0.2% | −$15K | Added$108K |
| Invesco Exch Trd Slf Idx Fd | — | 82.9K | $1.36M | 0.2% | −$18.5K | Added$47.5K |
| Broadcom Inc. | AVGO | 4.4K | $1.36M | 0.2% | −$158.1K | Added−$133.1K |
| Select Sector Spdr Tr | — | 21.8K | $1.34M | 0.2% | $361.4K | Cut$317.5K |
| Invesco Exch Trd Slf Idx Fd | — | 68K | $1.33M | 0.2% | −$7.81K | Cut−$541.8K |
| Select Sector Spdr Tr | — | 9.61K | $1.28M | 0.1% | −$106.3K | Cut−$244.8K |
| Kearny Finl Corp Md | — | 166.9K | $1.26M | 0.1% | $23.4K | Held |
| Honeywell Intl Inc | — | 5.48K | $1.24M | 0.1% | $169.7K | Cut$140K |
| Mckesson Corp | MCK | 1.4K | $1.21M | 0.1% | $62.3K | Added$75.3K |
| Ishares Tr | — | 12.4K | $1.2M | 0.1% | $13.6K | Cut−$16.3K |
| Invesco Exch Trd Slf Idx Fd | — | 60.6K | $1.18M | 0.1% | −$2.73K | Cut−$1M |
| S&P Global Inc. | SPGI | 2.59K | $1.1M | 0.1% | −$252.3K | Cut−$265.3K |
| Vanguard Index Fds | — | 3.41K | $1.09M | 0.1% | −$43.4K | Added$85.9K |
| Elevance Health Inc Formerly | — | 3.55K | $1.04M | 0.1% | −$205.2K | Cut−$395.9K |
| Ishares Tr | — | 6.83K | $1.03M | 0.1% | $70.2K | Cut−$23.9K |
| Royal Bk Cda | — | 6.36K | $1.03M | 0.1% | −$55.4K | Cut−$73.3K |
| D R Horton Inc | — | 7.3K | $1M | 0.1% | −$49.7K | Cut−$116.1K |
| Vanguard Index Fds | — | 3.62K | $948.9K | 0.1% | $14.4K | Cut−$76.7K |
| Allegion plc | ALLE | 6.5K | $944.7K | 0.1% | −$90.6K | Cut−$141.4K |
| Norfolk Southn Corp | — | 3.21K | $920.4K | 0.1% | −$5.5K | Added−$3.5K |
| Cisco Sys Inc | — | 11.8K | $914.7K | 0.1% | $6.47K | Added$24.3K |
| Vanguard Index Fds | — | 4.62K | $906.7K | 0.1% | $24.1K | Cut−$37.4K |
| Tesla, Inc. | TSLA | 2.4K | $893.6K | 0.1% | −$187.4K | Cut−$264.8K |
| Invesco Exch Trd Slf Idx Fd | — | 41.9K | $859.5K | 0.1% | −$2.84K | Added$656.1K |
| Ishares Tr | — | 12.2K | $855.8K | 0.1% | $9.27K | Held |
| Hershey Co | HSY | 4.11K | $853.6K | 0.1% | $106.3K | Added$106.9K |
| Qualcomm Inc | — | 6.17K | $794.3K | 0.1% | −$260.7K | Cut−$435.5K |
| Vanguard Tax-Managed Fds | — | 12.3K | $785.1K | 0.1% | $19.6K | Added$26.5K |
| General Dynamics Corp | GD | 2.23K | $767.1K | 0.1% | $14.8K | Cut$12.5K |
| Ingersoll Rand Inc. | IR | 9.54K | $764.3K | 0.1% | $8.58K | Cut−$15K |
| Prologis Inc. | — | 5.76K | $762K | 0.1% | $26K | Cut−$127.6K |
| Wells Fargo Co New | — | 9.49K | $755.8K | 0.1% | −$125.5K | Added−$104.9K |
| Illinois Tool Wks Inc | — | 2.9K | $755.2K | 0.1% | $40.5K | Added$42.3K |
| Boeing Co | — | 3.77K | $751.4K | 0.1% | −$68.3K | Cut−$76.1K |
| Fedex Corp | FDX | 2.05K | $730.2K | 0.1% | $138.1K | Cut$121.9K |
| Automatic Data Processing In | — | 3.59K | $729.5K | 0.1% | −$184.4K | Added−$148.1K |
| Toll Brothers, Inc. | TOL | 5.34K | $728.6K | 0.1% | $6.67K | Held |
| Colgate Palmolive Co | CL | 8.49K | $723.4K | 0.1% | $52.7K | Cut$3.12K |
| Ishares Inc | — | 8.55K | $722K | 0.1% | $31.6K | Held |
| Travelers Companies, Inc. | TRV | 2.46K | $718.6K | 0.1% | $3.9K | Added$21.7K |
| Vanguard Intl Equity Index F | — | 13K | $703.7K | 0.1% | $3.77K | Held |
| Nextera Energy Inc | — | 7.04K | $653.5K | 0.1% | $87K | Added$99.6K |
| Unilever Plc | — | 11.4K | $652.1K | 0.1% | −$96.5K | Cut−$161.2K |
| Applied Matls Inc | — | 1.91K | $652K | 0.1% | $159.7K | Added$167.9K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.04K | $639K | 0.1% | $14K | Cut−$67.5K |
| Netflix Inc | NFLX | 6.56K | $631K | 0.1% | $15.7K | Cut$1.9K |
| Arrow Electrs Inc | — | 4.38K | $627.4K | 0.1% | $145.4K | Held |
| Southern Co | — | 6.38K | $615.5K | 0.1% | $59.4K | Cut$53.9K |
| Cigna Group | CI | 2.3K | $613.3K | 0.1% | −$19.5K | Cut−$45.4K |
| Coca Cola Co | KO | 7.93K | $603K | 0.1% | $48.7K | Cut$43.4K |
| Ishares Tr | — | 4.71K | $585.6K | 0.1% | $19.5K | Cut−$73K |
| Fidelity Covington Trust | — | 2.71K | $564.9K | 0.1% | −$44.7K | Added−$39.5K |
| Ishares Tr | — | 6.16K | $557.7K | 0.1% | $6.55K | Added$13.1K |
| Abbott Labs | ABT | 5.33K | $547K | 0.1% | −$120.5K | Cut−$127.9K |
| Ishares Tr | — | 1.27K | $541.1K | 0.1% | −$51.8K | Added$18.6K |
| Moog Inc | — | 1.8K | $526.8K | 0.1% | $88.4K | Held |
| Disney Walt Co | — | 5.31K | $511.4K | 0.1% | −$92.3K | Cut−$134.8K |
| Vanguard World Fd | — | 2.16K | $511.2K | 0.1% | −$32.1K | Held |
| Vanguard Whitehall Fds | — | 3.39K | $501.5K | 0.1% | $15.5K | Added$16.6K |
| CARRIER GLOBAL Corp | CARR | 8.52K | $479.7K | 0.1% | $29.6K | Cut$6.36K |
| Toyota Motor Corp | — | 2.32K | $477.5K | 0.1% | −$18.5K | Cut−$31.3K |
| Morgan Stanley | — | 2.85K | $468.2K | 0.1% | −$36.8K | Added−$35.5K |
| Ppl Corp | — | 12.2K | $467.5K | 0.1% | $38.9K | Cut$2.74K |
| Proshares Tr | — | 5.85K | $458.7K | 0.1% | −$93K | Held |
| Vanguard Index Fds | — | 1.59K | $456.1K | 0.1% | −$4.71K | Cut−$7.04K |
| Fifth Third Bancorp | — | 9.73K | $452.3K | 0.1% | −$3.41K | Cut−$24.8K |
| M & T Bk Corp | — | 2.13K | $440.9K | 0.1% | $11.2K | Cut−$7.96K |
| Kimberly Clark Corp | KMB | 4.42K | $426.2K | 0.0% | −$19.5K | Cut−$35K |
| Marathon Pete Corp | — | 1.72K | $420.1K | 0.0% | $140.3K | Cut$133K |
| Spdr Series Trust | — | 2.87K | $419.4K | 0.0% | $19.5K | Held |
| Union Pac Corp | — | 1.66K | $402.2K | 0.0% | $18.7K | Cut$17.8K |
| Vanguard World Fd | — | 1.39K | $379.6K | 0.0% | −$18.8K | Added$30.5K |
| Truist Finl Corp | — | 8.06K | $370.4K | 0.0% | — | New |
| Schwab Charles Corp | — | 3.86K | $363K | 0.0% | −$22.9K | Cut−$72K |
| Vanguard World Fd | — | 519 | $362.1K | 0.0% | −$29.1K | Held |
| Lockheed Martin Corp | LMT | 598 | $361.4K | 0.0% | $72.2K | Cut$70.3K |
| Mcdonalds Corp | MCD | 1.13K | $350.6K | 0.0% | $5.82K | Cut−$7.93K |
| Bristol-Myers Squibb Co | — | 5.76K | $349.2K | 0.0% | $38.6K | Added$39.3K |
| Masco Corp | — | 5.58K | $336.9K | 0.0% | −$17.2K | Cut−$60K |
| Dimensional Etf Trust | — | 8.56K | $332.7K | 0.0% | −$6.25K | Added−$6.13K |
| Select Sector Spdr Tr | — | 6.56K | $324K | 0.0% | −$35.4K | Cut−$46.4K |
| Quest Diagnostics Inc | DGX | 1.64K | $321.1K | 0.0% | $36.8K | Cut$22.2K |
| Cummins Inc | CMI | 585 | $314.7K | 0.0% | $16.1K | Cut−$25.2K |
| Schwab Strategic Tr | — | 9.99K | $306.6K | 0.0% | $32.5K | Cut−$2.38K |
| Select Sector Spdr Tr | — | 2.78K | $302.7K | 0.0% | −$29K | Cut−$40.9K |
| Fidelity Covington Trust | — | 4.3K | $302.1K | 0.0% | −$31K | Added−$17.1K |
| Ppg Inds Inc | — | 2.8K | $299.7K | 0.0% | $12.4K | Cut−$3.04K |
| Texas Instrs Inc | — | 1.54K | $299.1K | 0.0% | $31.8K | Cut−$19K |
| Price T Rowe Group Inc | TROW | 3.12K | $281.3K | 0.0% | −$38.2K | Cut−$79.1K |
| Ishares Tr | — | 1.86K | $270.9K | 0.0% | $8.72K | Held |
| Altria Group, Inc. | MO | 4.05K | $267.1K | 0.0% | $33.7K | Cut$9.49K |
| L3harris Technologies Inc | — | 770 | $265.8K | 0.0% | $39.7K | Added$40K |
| Unitedhealth Group Inc | UNH | 974 | $263.6K | 0.0% | −$58K | Cut−$82.7K |
| Fidelity Comwlth Tr | — | 3.02K | $256.4K | 0.0% | −$19.6K | Held |
| Fidelity Covington Trust | — | 3.61K | $254K | 0.0% | −$14.1K | Added−$13K |
| Verizon Communications Inc | VZ | 5.05K | $253.5K | 0.0% | $47.8K | Cut$33.6K |
| Nucor Corp | NUE | 1.48K | $251K | 0.0% | $8.9K | Cut−$6.6K |
| Paychex Inc | PAYX | 2.72K | $250.8K | 0.0% | −$54.6K | Held |
| Schwab Strategic Tr | — | 8.41K | $245.1K | 0.0% | — | New |
| Avery Dennison Corp | AVY | 1.37K | $236.6K | 0.0% | −$12.6K | Cut−$18.6K |
| Proshares Tr | — | 5.65K | $235.5K | 0.0% | −$62.4K | Held |
| Aon plc | AON | 701 | $226.3K | 0.0% | −$21K | Added−$20K |
| Ishares Gold Tr | — | 2.56K | $225.2K | 0.0% | — | New |
| Ameriprise Finl Inc | — | 503 | $223.5K | 0.0% | −$23K | Added−$21.6K |
| Intuitive Surgical Inc | ISRG | 479 | $220.8K | 0.0% | −$50.5K | Cut−$232.3K |
| Ishares Tr | — | 1.22K | $220.8K | 0.0% | −$22.2K | Held |
| Emerson Elec Co | — | 1.61K | $210.9K | 0.0% | −$2.79K | Cut−$14.3K |
| Vanguard World Fd | — | 1.15K | $206.8K | 0.0% | −$15.9K | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 1.24K | $206.6K | 0.0% | $6.61K | Cut−$11.1K |
| Palantir Technologies Inc. | PLTR | 1.4K | $204.4K | 0.0% | −$41.9K | Added−$32.2K |
| Entergy Corp New | — | 1.81K | $202.9K | 0.0% | — | New |
| Ametek Inc/ | AME | 937 | $200.9K | 0.0% | — | New |
| Nuveen Pfd & Income Opportun | — | 14.7K | $110.7K | 0.0% | −$8.37K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.