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River Wealth Advisors LLC
Period ended Sep 30, 2026 · Latest filing Nov 9, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $930,753,066
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $66,037,086
- NVIDIA CORPORATION · COM · 67066G104 · shares: $51,881,046
- ISHARES TR · RUS MID CAP ETF · 464287499 · shares: $49,514,011
- MICROSOFT CORP · COM · 594918104 · shares: $45,878,316
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $42,937,673
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $36,521,940
- AMAZON COM INC · COM · 023135106 · shares: $34,210,787
- VANGUARD INTL EQUITY INDEX F · ALLWRLD EX US · 922042775 · shares: $30,331,483
- ISHARES TR · US SML CAP EQT · 46434V290 · shares: $25,361,691
- INVESCO EXCHANGE TRADED FD T · S&P SMLCP MOMENT · 46137V498 · shares: $24,315,596
Reported holdings
205 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 198,298 shares | $66,037,086 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 227,170 shares | $51,881,046 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 464,005 shares | $49,514,011 |
| MICROSOFT CORP | COM | 594918104 | — | 89,449 shares | $45,878,316 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 124,790 shares | $42,937,673 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 47,688 shares | $36,521,940 |
| AMAZON COM INC | COM | 023135106 | — | 137,310 shares | $34,210,787 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 365,572 shares | $30,331,483 |
| ISHARES TR | US SML CAP EQT | 46434V290 | — | 303,515 shares | $25,361,691 |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | — | 298,058 shares | $24,315,596 |
| SPDR SERIES TRUST | ST STR CONV ETF | 78464A359 | — | 228,331 shares | $23,102,551 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 70,757 shares | $19,662,609 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 237,407 shares | $19,267,973 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 58,195 shares | $19,252,547 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 50,958 shares | $16,740,213 |
| VISA INC | COM CL A | 92826C839 | — | 45,881 shares | $16,486,454 |
| EATON CORP PLC | SHS | G29183103 | — | 33,121 shares | $14,232,486 |
| MERCK & CO INC | COM | 58933Y105 | — | 81,084 shares | $11,782,281 |
| BANK OF AMER CORP | COM | 060505104 | — | 215,539 shares | $11,731,796 |
| BROADCOM INC | COM | 11135F101 | — | 29,398 shares | $10,324,337 |
| ELI LILLY & CO | COM | 532457108 | — | 8,914 shares | $10,314,784 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 46,352 shares | $9,618,040 |
| WALMART INC | COM | 931142103 | — | 85,958 shares | $8,932,730 |
| CATERPILLAR INC | COM | 149123101 | — | 10,912 shares | $8,847,679 |
| CENCORA INC | COM | 03073E105 | — | 29,372 shares | $8,818,902 |
| PEPSICO INC | COM | 713448108 | — | 62,633 shares | $7,936,844 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 19,881 shares | $7,898,921 |
| STRYKER CORPORATION | COM | 863667101 | — | 28,280 shares | $7,788,057 |
| DEERE & CO | COM | 244199105 | — | 11,340 shares | $7,615,198 |
| SERVICENOW INC | COM | 81762P102 | — | 54,881 shares | $7,354,603 |
| CHUBB LIMITED | COM | H1467J104 | — | 22,350 shares | $7,269,232 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 34,883 shares | $7,256,274 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 26,526 shares | $7,008,443 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 19,054 shares | $6,492,460 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 38,085 shares | $6,198,294 |
| BLACKROCK INC | COM | 09290D101 | — | 5,699 shares | $6,030,691 |
| CHEVRON CORPORATION | COM | 166764100 | — | 29,041 shares | $5,930,549 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 8,294 shares | $5,598,865 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 27,252 shares | $5,557,139 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 6,061 shares | $5,517,449 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 78,581 shares | $5,500,692 |
| CISCO SYS INC | COM | 17275R102 | — | 50,292 shares | $5,412,914 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 30,687 shares | $5,386,566 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 11,676 shares | $5,277,319 |
| TARGA RES CORP | COM | 87612G101 | — | 18,509 shares | $5,003,138 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 18,458 shares | $4,688,598 |
| ISHARES TR | 0-5YR INVT GR CP | 46434V100 | — | 92,771 shares | $4,589,888 |
| NETFLIX INC. | COM | 64110L106 | — | 63,034 shares | $4,385,906 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 5,912 shares | $4,373,446 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 7,773 shares | $4,286,348 |
| AMGEN INC | COM | 031162100 | — | 10,048 shares | $4,235,507 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 56,705 shares | $4,079,906 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 26,292 shares | $3,620,670 |
| CARLISLE COS INC | COM | 142339100 | — | 11,101 shares | $3,576,361 |
| MCDONALDS CORP | COM | 580135101 | — | 15,470 shares | $3,572,678 |
| CAMECO CORP | COM | 13321L108 | — | 40,900 shares | $3,544,812 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 16,095 shares | $3,397,333 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 49,770 shares | $3,351,489 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 3,425 shares | $3,272,314 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | — | 13,644 shares | $3,160,460 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 11,915 shares | $3,154,507 |
| RTX CORPORATION | COM | 75513E101 | — | 16,874 shares | $3,132,746 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 10,930 shares | $3,040,971 |
| ABBVIE INC | COM | 00287Y109 | — | 10,787 shares | $2,821,748 |
| PULTE GROUP INC | COM | 745867101 | — | 24,056 shares | $2,791,940 |
| PHILLIPS 66 | COM | 718546104 | — | 10,697 shares | $2,731,021 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 12,037 shares | $2,675,447 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 78,151 shares | $2,658,681 |
| TJX COS INC NEW | COM | 872540109 | — | 19,684 shares | $2,604,422 |
| LINDE PLC | SHS | G54950103 | — | 5,012 shares | $2,378,946 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 6,987 shares | $2,360,433 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 2,843 shares | $2,168,217 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,062 shares | $2,146,356 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,876 shares | $2,085,727 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 | — | 105,249 shares | $2,061,301 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 30,543 shares | $2,039,998 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 13,545 shares | $2,004,119 |
| ORACLE CORP | COM | 68389X105 | — | 14,433 shares | $1,981,714 |
| INVESCO EXCH TRD SLF IDX FD | BUL 2033 COR ETF | 46139W825 | — | 97,181 shares | $1,943,504 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 9,279 shares | $1,791,512 |
| HOME DEPOT INC | COM | 437076102 | — | 6,204 shares | $1,764,994 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,942 shares | $1,748,410 |
| INVESCO EXCH TRD SLF IDX FD | BULL 2034 CO ETF | 46139W783 | — | 88,993 shares | $1,736,895 |
| LOWES COS INC | COM | 548661107 | — | 8,969 shares | $1,652,931 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 17,443 shares | $1,571,770 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 7,852 shares | $1,537,087 |
| KEARNY FINL CORP MD | COM | 48716P108 | — | 166,946 shares | $1,529,226 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | — | 75,248 shares | $1,514,367 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | — | 82,984 shares | $1,510,309 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 | — | 89,833 shares | $1,449,905 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 | — | 90,323 shares | $1,424,394 |
| DANAHER CORP DEL | COM | 235851102 | — | 6,419 shares | $1,422,130 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 10,730 shares | $1,342,839 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 9,241 shares | $1,342,602 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 12,234 shares | $1,340,969 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 21,633 shares | $1,330,430 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 3,331 shares | $1,295,160 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | — | 63,863 shares | $1,248,203 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 2,354 shares | $1,172,175 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 11,265 shares | $1,170,354 |