River Wealth Advisors LLC
206 holdingsFiling period: 2026-03-31Current AUM: $975.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 184.5K | $46.8M | $57.0M | 5.84% | -1,441 | 2026-03-31 |
| 2 | IWR | ISHARES TR | 450.2K | $43.8M | $49.4M | 5.06% | +20.0K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 217.8K | $38.0M | $43.7M | 4.48% | +996 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 84.3K | $31.2M | $39.2M | 4.02% | +3.2K | 2026-03-31 |
| 5 | IVV | ISHARES TR | 47.4K | $31.0M | $35.6M | 3.65% | -4,425 | 2026-03-31 |
| 6 | GOOGL | ALPHABET INC | 101.9K | $29.3M | $36.3M | 3.72% | -4,897 | 2026-03-31 |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | 327.8K | $24.6M | $27.2M | 2.78% | +79.0K | 2026-03-31 |
| 8 | SMLF | ISHARES TR | 318.0K | $24.0M | $27.4M | 2.81% | -42,592 | 2026-03-31 |
| 9 | XSMO | INVESCO EXCHANGE TRADED FD T | 314.2K | $23.9M | $27.3M | 2.79% | -42,439 | 2026-03-31 |
| 10 | CWB | SPDR SERIES TRUST | 237.1K | $21.7M | $24.2M | 2.48% | +1.9K | 2026-03-31 |
| 11 | IWM | ISHARES TR | 83.0K | $20.6M | $24.2M | 2.48% | -3,257 | 2026-03-31 |
| 12 | JPM | JPMORGAN CHASE & CO | 69.1K | $20.3M | $24.3M | 2.49% | +132 | 2026-03-31 |
| 13 | AMZN | AMAZON COM INC | 88.0K | $18.3M | $23.9M | 2.45% | +1.7K | 2026-03-31 |
| 14 | V | VISA INC | 53.6K | $16.2M | $19.6M | 2.01% | +620 | 2026-03-31 |
| 15 | — | ACCENTURE PLC IRELAND | 76.2K | $15.1M | $15.1M | 1.55% | +8.8K | 2026-03-31 |
| 16 | IEMG | ISHARES INC | 209.2K | $14.6M | $16.2M | 1.66% | +63.8K | 2026-03-31 |
| 17 | TMUS | T-MOBILE US INC | 68.2K | $14.3M | $11.8M | 1.21% | +2.3K | 2026-03-31 |
| 18 | COR | CENCORA INC | 42.5K | $13.4M | $13.2M | 1.36% | -1,403 | 2026-03-31 |
| 19 | — | EATON CORP PLC | 37.3K | $13.3M | $13.3M | 1.37% | +759 | 2026-03-31 |
| 20 | TJX | TJX COS INC NEW | 83.0K | $13.2M | $13.1M | 1.34% | +10.4K | 2026-03-31 |
| 21 | BAC | BANK AMERICA CORP | 263.9K | $12.9M | $16.3M | 1.68% | +4.3K | 2026-03-31 |
| 22 | — | CHUBB LTD SWITZ | 37.8K | $12.3M | $12.3M | 1.26% | +938 | 2026-03-31 |
| 23 | MRK | MERCK & CO INC | 93.1K | $11.2M | $12.1M | 1.24% | -737 | 2026-03-31 |
| 24 | LLY | ELI LILLY & CO | 12.1K | $11.1M | $13.8M | 1.42% | -610 | 2026-03-31 |
| 25 | LRCX | LAM RESEARCH CORP | 50.3K | $10.7M | $14.7M | 1.51% | -3,681 | 2026-03-31 |
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