River Wealth Advisors LLC holds a diversified book of 217 stocks worth $955.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Marvell Technology Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +18% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show River Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +19.6%, a 2.0-point gap that is the cost of the ~35-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning River Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $54.5M | 188.3K | 5.7% | ▲+2.1% Added · +4K sh | |
| 2 | Ishares TR RUS MID CAP ETF | $51.2M | 463.9K | 5.4% | ▲+3.0% Added · +14K sh | |
| 3 | Nvidia Corporation COM | $44.9M | 224.3K | 4.7% | ▲+3.0% Added · +7K sh | |
| 4 | Alphabet Inc CAP STK CL A | $37.3M | 104.5K | 3.9% | ▲+2.5% Added · +3K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $35.4M | 47.2K | 3.7% | ▼−0.5% Reduced · −238 sh | |
| 6 | Microsoft Corp COM | $32.8M | 88.1K | 3.4% | ▲+4.5% Added · +4K sh | |
| 7 | Vanguard Intl Equity Index F ALLWRLD EX US | $29.0M | 346.7K | 3.0% | ▲+5.8% Added · +19K sh | |
| 8 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $28.9M | 309.2K | 3.0% | ▼−1.6% Reduced · −5K sh | |
| 9 | Ishares TR US SML CAP EQT | $28.1M | 315.4K | 2.9% | ▼−0.8% Reduced · −3K sh | |
| 10 | SPDR Series Trust ST STR CONV ETF | $25.7M | 238.8K | 2.7% | ▲+0.7% Added · +2K sh | |
| 11 | Ishares TR RUSSELL 2000 ETF | $24.2M | 80.7K | 2.5% | ▼−2.8% Reduced · −2K sh | |
| 12 | Lam Research Corp COM NEW | $23.9M | 55.1K | 2.5% | ▲+9.6% Added · +5K sh | |
| 13 | JPMorgan Chase & Co COM | $22.8M | 69.6K | 2.4% | ▲+0.6% Added · +448 sh | |
| 14 | Amazon Com Inc COM | $22.1M | 92.7K | 2.3% | ▲+5.3% Added · +5K sh | |
| 15 | Ishares Inc CORE MSCI EMKT | $18.6M | 224.2K | 1.9% | ▲+7.2% Added · +15K sh | |
| 16 | Visa Inc COM CL A | $18.5M | 53.9K | 1.9% | ▲+0.7% Added · +360 sh | |
| 17 | Eaton Corp PLC SHS | $15.9M | 37.3K | 1.7% | ▲+0.1% Added · +20 sh | |
| 18 | Bank Of Amer Corp COM | $15.1M | 265.1K | 1.6% | ▲+0.5% Added · +1K sh | |
| 19 | Eli Lilly & Co COM | $14.3M | 11.9K | 1.5% | ▼−1.4% Reduced · −175 sh | |
| 20 | Take-Two Interactive Softwar COM | $13.2M | 53.0K | 1.4% | ▲+3.1% Added · +2K sh | |
| 21 | Chubb Limited COM | $12.8M | 37.7K | 1.3% | ▼−0.2% Reduced · −72 sh | |
| 22 | TJX Cos Inc New COM | $12.8M | 84.4K | 1.3% | ▲+1.7% Added · +1K sh | |
| 23 | Merck & Co Inc COM | $12.2M | 95.1K | 1.3% | ▲+2.1% Added · +2K sh | |
| 24 | Cencora Inc COM | $11.9M | 42.1K | 1.2% | ▼−1.0% Reduced · −427 sh | |
| 25 | Caterpillar Inc COM | $10.4M | 9.8K | 1.1% | ▲+3.0% Added · +288 sh | |
| 26 | Stryker Corporation COM | $9.2M | 29.4K | 1.0% | ▲+7.5% Added · +2K sh | |
| 27 | BlackRock Inc COM | $8.5M | 8.8K | 0.9% | ▲+0.9% Added · +79 sh | |
| 28 | Pepsico Inc COM | $8.4M | 62.0K | 0.9% | ▲+1.8% Added · +1K sh | |
| 29 | Deere & Co COM | $7.8M | 12.4K | 0.8% | ▼−1.9% Reduced · −238 sh | |
| 30 | Waste Mgmt Inc Del COM | $7.5M | 33.7K | 0.8% | ▲+0.9% Added · +308 sh | |
| 31 | Walmart Inc COM | $7.5M | 66.0K | 0.8% | ▲+2.7% Added · +2K sh | |
| 32 | Alphabet Inc CAP STK CL C | $7.4M | 21.0K | 0.8% | ▼−1.7% Reduced · −363 sh | |
| 33 | Trane Technologies PLC SHS | $6.9M | 14.0K | 0.7% | ▼−1.7% Reduced · −239 sh | |
| 34 | Servicenow Inc COM | $6.4M | 64.4K | 0.7% | ▲+4.2% Added · +3K sh | |
| 35 | Costco Wholesale Corporation COM | $6.2M | 6.7K | 0.7% | ▼−1.9% Reduced · −130 sh | |
| 36 | Broadcom Inc COM | $6.2M | 16.3K | 0.6% | ▲+271% Added · +12K sh | |
| 37 | Invesco Exchange Traded FD T S&P500 EQL WGT | $6.0M | 28.0K | 0.6% | ▲+9.2% Added · +2K sh | |
| 38 | Freeport McMoran Inc CL B | $5.5M | 87.7K | 0.6% | ▼−1.2% Reduced · −1K sh | |
| 39 | Mastercard Incorporated CL A | $5.4M | 10.5K | 0.6% | ▼−2.8% Reduced · −302 sh | |
| 40 | Carlisle Cos Inc COM | $5.3M | 14.5K | 0.6% | ▼−3.0% Reduced · −442 sh | |
| 41 | Targa Res Corp COM | $5.2M | 19.5K | 0.5% | ▲+0.3% Added · +50 sh | |
| 42 | Oracle Corp COM | $4.9M | 33.7K | 0.5% | ▼−2.5% Reduced · −866 sh | |
| 43 | Chevron Corporation COM | $4.9M | 29.4K | 0.5% | ▲+1.3% Added · +370 sh | |
| 44 | Amgen Inc COM | $4.8M | 13.2K | 0.5% | ▼−0.6% Reduced · −84 sh | |
| 45 | Ishares TR 0-5YR INVT GR CP | $4.7M | 93.8K | 0.5% | ▼−9.0% Reduced · −9K sh | |
| 46 | Invesco QQQ TR UNIT SER 1 | $4.7M | 6.3K | 0.5% | ▼−0.3% Reduced · −18 sh | |
| 47 | Ishares TR CORE S&P MCP ETF | $4.6M | 59.9K | 0.5% | ▼−1.9% Reduced · −1K sh | |
| 48 | Exxon Mobil Corp COM | $4.4M | 32.3K | 0.5% | ▲+4.3% Added · +1K sh | |
| 49 | Constellation Energy Corp COM | $4.3M | 17.4K | 0.5% | ▼−2.6% Reduced · −463 sh | |
| 50 | Cameco Corp COM | $4.3M | 41.9K | 0.4% | ▼−1.7% Reduced · −718 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 217 | $955.7M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 205 | $870.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 208 | $891.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 203 | $855.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 202 | $804.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 197 | $719.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 207 | $754.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 209 | $750.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.