Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
River Wealth Advisors LLC (CIK 1642570) reported $870.8M across 205 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($46.8M, 5.38%), IWR ($43.8M, 5.03%), NVDA ($38.0M, 4.36%), MSFT ($31.2M, 3.58%), IVV ($31.0M, 3.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $46.8M | 5.38% | 184,513 | Trimmed |
| 2 | IWR | ISHARES TR | $43.8M | 5.03% | 450,160 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $38.0M | 4.36% | 217,779 | Added |
| 4 | MSFT | MICROSOFT CORP | $31.2M | 3.58% | 84,305 | Added |
| 5 | IVV | ISHARES TR | $31.0M | 3.56% | 47,449 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $29.3M | 3.36% | 101,872 | Trimmed |
| 7 | VEU | VANGUARD INTL EQUITY INDEX F | $24.6M | 2.83% | 327,769 | Added |
| 8 | SMLF | ISHARES TR | $24.0M | 2.76% | 317,974 | Trimmed |
| 9 | XSMO | INVESCO EXCHANGE TRADED FD T | $23.9M | 2.74% | 314,190 | Trimmed |
| 10 | CWB | SPDR SERIES TRUST | $21.7M | 2.49% | 237,136 | Added |
| 11 | IWM | ISHARES TR | $20.6M | 2.36% | 83,013 | Trimmed |
| 12 | JPM | JPMORGAN CHASE & CO | $20.3M | 2.34% | 69,124 | Added |
| 13 | AMZN | AMAZON COM INC | $18.3M | 2.10% | 88,007 | Added |
| 14 | V | VISA INC | $16.2M | 1.86% | 53,568 | Added |
| 15 | ACN | ACCENTURE PLC IRELAND | $15.1M | 1.74% | 76,204 | Added |
| 16 | IEMG | ISHARES INC | $14.6M | 1.68% | 209,199 | Added |
| 17 | TMUS | T-MOBILE US INC | $14.3M | 1.65% | 68,214 | Added |
| 18 | ETN | EATON CORP PLC | $13.3M | 1.53% | 37,314 | Added |
| 19 | ABC | CENCORA INC | $13.4M | 1.53% | 42,516 | Trimmed |
| 20 | TJX | TJX COS INC NEW | $13.2M | 1.52% | 82,961 | Added |
| 21 | BAC | BANK AMERICA CORP | $12.9M | 1.48% | 263,873 | Added |
| 22 | CB | CHUBB LTD SWITZ | $12.3M | 1.41% | 37,763 | Added |
| 23 | MRK | MERCK & CO INC | $11.2M | 1.29% | 93,102 | Trimmed |
| 24 | LLY | ELI LILLY & CO | $11.1M | 1.27% | 12,056 | Trimmed |
| 25 | LRCX | LAM RESEARCH CORP | $10.7M | 1.23% | 50,278 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31