River Wealth Advisors LLC holds a diversified book of 217 reported positions worth $955.7M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Marvell Technology Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +16% (+8.1%/yr). That is a simulation of the disclosed long book, not audited returns.
River Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +18.4%, a 2.9-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
+5 sectors below the cut, 3% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as River Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 45 / 80 | $1.0B |
| New World Advisors LLC | 42 / 80 | $529.8M |
| 9823 Capital, L.P. | 12 / 80 | $128.4M |
| Emerald Advisors, LLC | 35 / 80 | $669.5M |
| Hoey Investments, Inc | 58 / 80 | $621.9M |
| Ketron Financial | 18 / 80 | $257.1M |
Ranked by the share of each fund's own book sitting in the names it shares with River Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1642570/holdings"
Use Arkolith to show River Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 217 | $955.7M | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 43d | 205 | $870.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 44d | 208 | $891.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 203 | $855.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 202 | $804.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 197 | $719.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 207 | $754.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 209 | $750.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.