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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) |
|---|---|---|---|---|---|
| GE AEROSPACE | COM NEW | 369604301 | — | 686 shares | $214,308 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 695 shares | $214,137 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 4,526 shares | $207,589 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 7,351 shares | $201,942 |
| NUVEEN PFD & INCOME OPPORTUN | COM | 67073B106 | — | 14,688 shares | $100,173 |