River Wealth Advisors
CAMP HILL, PAfiles as River Wealth Advisors LLC
$956m in 217 US stocks at the end of 30 June 2026. The top 10 are 38.5% of the money. It changed about 8.4% of the portfolio this quarter.
Value
$956m
Stocks
217
Top 10 share
38.5%
Turnover
8.4%
What changed this quarter
New
Bought for the first time this quarter.
- Marvell TechnologyMRVL0.3% of the fund
- Palo Alto NetworksPANW0.3% of the fund
- McCormickMKC<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- IntelINTC<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- General ElectricGE<0.1% of the fund
- Delta Air LinesDAL<0.1% of the fund
- Ishares TRIWO<0.1% of the fund
- International Business MachinesIBM<0.1% of the fund
- EnerSysENS<0.1% of the fund
- Vanguard Index FDSVV<0.1% of the fund
- Ishares TRIWP<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL5.7% of the fund+2%
- Ishares TRIWR5.4% of the fund+3%
- NvidiaNVDA4.7% of the fund+3%
- AlphabetGOOGL3.9% of the fund+3%
- MicrosoftMSFT3.4% of the fund+4%
- Vanguard Intl Equity Index FVEU3.0% of the fund+6%
- Lam ResearchLRCX2.5% of the fund+10%
- Amazon.comAMZN2.3% of the fund+5%
- IsharesIEMG1.9% of the fund+7%
- Take TWO Interactive SoftwareTTWO1.4% of the fund+3%
- MerckMRK1.3% of the fund+2%
- CaterpillarCAT1.1% of the fund+3%
- StrykerSYK1.0% of the fund+8%
- WalmartWMT0.8% of the fund+3%
- ServiceNowNOW0.7% of the fund+4%
- BroadcomAVGO0.6% of the fund+271%
- Invesco Exchange Traded FD TRSP0.6% of the fund+9%
- ExxonMobil HoldingsXOM0.5% of the fund+4%
- Digital Realty TrustDLR0.4% of the fund+4%
- Public Service Enterprise GroupPEG0.3% of the fund+7%
- Cisco SystemsCSCO0.3% of the fund+131%
- Thermo Fisher ScientificTMO0.2% of the fund+17%
- Applied MaterialsAMAT0.2% of the fund+6%
- NetflixNFLX0.1% of the fund+108%
- Vanguard Intl Equity Index FVWO<0.1% of the fund+9%
Cut
Sold some of their stake.
- Ishares TRIWM2.5% of the fund-3%
- MastercardMA0.6% of the fund-3%
- Carlisle CompaniesCSL0.6% of the fund-3%
- OracleORCL0.5% of the fund-3%
- Ishares TRSLQD0.5% of the fund-9%
- Constellation EnergyCEG0.5% of the fund-3%
- Parker-HannifinPH0.4% of the fund-2%
- Vanguard Index FDSVXF0.4% of the fund-2%
- Air Products & ChemicalsAPD0.4% of the fund-2%
- Capital One FinancialCOF0.4% of the fund-2%
- Tetra TechTTEK0.4% of the fund-13%
- AbbVieABBV0.4% of the fund-3%
- Schwab Strategic TRSCHM0.3% of the fund-5%
- Goldman Sachs GroupGS0.3% of the fund-2%
- Vanguard Index FDSVBK0.3% of the fund-2%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund-11%
- Meta PlatformsMETA0.2% of the fund-5%
- Vanguard Index FDSVUG0.2% of the fund-7%
- Select Sector Spdr TRXLK0.2% of the fund-11%
- Procter & GamblePG0.2% of the fund-4%
- Marsh & McLennan CompaniesMRSH0.1% of the fund-9%
- DanaherDHR0.1% of the fund-2%
- Elevance HealthELV0.1% of the fund-3%
- Invesco Exch TRD SLF IDX FDBSCV0.1% of the fund-3%
- Invesco Exch TRD SLF IDX FDBSCR0.1% of the fund-2%
Sold out
Sold their entire stake.
- SalesforceCRM-100%
- Honeywell InternationalHON-100%
- Ishares Gold TRIAU-100%
- Intuitive SurgicalISRG-100%
- Palantir TechnologiesPLTR-100%
Holdings
- Ishares TRIWR
- Share
- 5.4%
- Value
- $51m
- Shares
- 463,864
+3%
- Ishares TRIVV
- Share
- 3.7%
- Value
- $35m
- Shares
- 47,211
Held
- Vanguard Intl Equity Index FVEU
- Share
- 3.0%
- Value
- $29m
- Shares
- 346,676
+6%
- Invesco Exchange Traded FD TXSMO
- Share
- 3.0%
- Value
- $29m
- Shares
- 309,168
Held
- Ishares TRSMLF
- Share
- 2.9%
- Value
- $28m
- Shares
- 315,394
Held
- Spdr Series TrustCWB
- Share
- 2.7%
- Value
- $26m
- Shares
- 238,819
Held
- Ishares TRIWM
- Share
- 2.5%
- Value
- $24m
- Shares
- 80,655
-3%
- IsharesIEMG
- Share
- 1.9%
- Value
- $19m
- Shares
- 224,173
+7%
- Invesco Exchange Traded FD TRSP
- Share
- 0.6%
- Value
- $6m
- Shares
- 27,976
+9%
- Ishares TRSLQD
- Share
- 0.5%
- Value
- $5m
- Shares
- 93,812
-9%
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $5m
- Shares
- 6,349
Held
- Ishares TRIJH
- Share
- 0.5%
- Value
- $5m
- Shares
- 59,871
Held
- CamecoCCJ
- Share
- 0.4%
- Value
- $4m
- Shares
- 41,915
Held
- Ishares TRIJJ
- Share
- 0.4%
- Value
- $4m
- Shares
- 28,497
Held
- Vanguard Index FDSVXF
- Share
- 0.4%
- Value
- $4m
- Shares
- 14,844
-2%
- Schwab Strategic TRSCHM
- Share
- 0.3%
- Value
- $3m
- Shares
- 86,029
-5%
- Vanguard Index FDSVBK
- Share
- 0.3%
- Value
- $3m
- Shares
- 7,482
-2%
- Ishares TRIWB
- Share
- 0.3%
- Value
- $3m
- Shares
- 6,359
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $2m
- Shares
- 3,026
-11%
- Vanguard Index FDSVOO
- Share
- 0.2%
- Value
- $2m
- Shares
- 3,151
Held
- Ishares TREEM
- Share
- 0.2%
- Value
- $2m
- Shares
- 31,451
Held
- Invesco Exch TRD SLF IDX FDBSCW
- Share
- 0.2%
- Value
- $2m
- Shares
- 93,296
Held
- Ishares TRIJK
- Share
- 0.2%
- Value
- $2m
- Shares
- 15,266
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $2m
- Shares
- 20,301
-7%
- Invesco Exch TRD SLF IDX FDBSCX
- Share
- 0.2%
- Value
- $2m
- Shares
- 82,602
Held
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,566
-11%
- Invesco Exch TRD SLF IDX FDBSCY
- Share
- 0.2%
- Value
- $2m
- Shares
- 73,793
Held
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 0.2%
- Value
- $1m
- Shares
- 77,755
Held
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.1%
- Value
- $1m
- Shares
- 70,180
Held
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 0.1%
- Value
- $1m
- Shares
- 82,078
Held
- Invesco Exch TRD SLF IDX FDBSCV
- Share
- 0.1%
- Value
- $1m
- Shares
- 80,448
-3%
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- 0.1%
- Value
- $1m
- Shares
- 66,365
-2%
- Royal Bank of CanadaRY
- Share
- 0.1%
- Value
- $1m
- Shares
- 6,264
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 5.7% | $54m | 188,343 | +2% |
| Ishares TRIWR | 5.4% | $51m | 463,864 | +3% |
| NvidiaNVDA | 4.7% | $45m | 224,298 | +3% |
| AlphabetGOOGL | 3.9% | $37m | 104,472 | +3% |
| Ishares TRIVV | 3.7% | $35m | 47,211 | Held |
| MicrosoftMSFT | 3.4% | $33m | 88,060 | +4% |
| Vanguard Intl Equity Index FVEU | 3.0% | $29m | 346,676 | +6% |
| Invesco Exchange Traded FD TXSMO | 3.0% | $29m | 309,168 | Held |
| Ishares TRSMLF | 2.9% | $28m | 315,394 | Held |
| Spdr Series TrustCWB | 2.7% | $26m | 238,819 | Held |
| Ishares TRIWM | 2.5% | $24m | 80,655 | -3% |
| Lam ResearchLRCX | 2.5% | $24m | 55,083 | +10% |
| JPMorgan ChaseJPM | 2.4% | $23m | 69,572 | Held |
| Amazon.comAMZN | 2.3% | $22m | 92,713 | +5% |
| IsharesIEMG | 1.9% | $19m | 224,173 | +7% |
| VisaV | 1.9% | $19m | 53,928 | Held |
| EatonETN | 1.7% | $16m | 37,334 | Held |
| Bank of AmericaBAC | 1.6% | $15m | 265,098 | Held |
| Eli LillyLLY | 1.5% | $14m | 11,881 | Held |
| Take TWO Interactive SoftwareTTWO | 1.4% | $13m | 52,985 | +3% |
| ChubbCB | 1.3% | $13m | 37,691 | Held |
| TJX CompaniesTJX | 1.3% | $13m | 84,389 | Held |
| MerckMRK | 1.3% | $12m | 95,113 | +2% |
| CencoraCOR | 1.2% | $12m | 42,089 | Held |
| CaterpillarCAT | 1.1% | $10m | 9,782 | +3% |
| StrykerSYK | 1.0% | $9m | 29,350 | +8% |
| BlackRockBLK | 0.9% | $9m | 8,848 | Held |
| PepsiCoPEP | 0.9% | $8m | 61,985 | Held |
| DeereDE | 0.8% | $8m | 12,370 | Held |
| Waste ManagementWM | 0.8% | $8m | 33,652 | Held |
| WalmartWMT | 0.8% | $7m | 66,044 | +3% |
| AlphabetGOOG | 0.8% | $7m | 20,957 | Held |
| Trane TechnologiesTT | 0.7% | $7m | 14,007 | Held |
| ServiceNowNOW | 0.7% | $6m | 64,380 | +4% |
| Costco WholesaleCOST | 0.7% | $6m | 6,656 | Held |
| BroadcomAVGO | 0.6% | $6m | 16,331 | +271% |
| Invesco Exchange Traded FD TRSP | 0.6% | $6m | 27,976 | +9% |
| Freeport-McMoRanFCX | 0.6% | $6m | 87,700 | Held |
| MastercardMA | 0.6% | $5m | 10,542 | -3% |
| Carlisle CompaniesCSL | 0.6% | $5m | 14,518 | -3% |
| Targa ResourcesTRGP | 0.5% | $5m | 19,457 | Held |
| OracleORCL | 0.5% | $5m | 33,722 | -3% |
| ChevronCVX | 0.5% | $5m | 29,369 | Held |
| AmgenAMGN | 0.5% | $5m | 13,155 | Held |
| Ishares TRSLQD | 0.5% | $5m | 93,812 | -9% |
| Invesco QQQ TRQQQ | 0.5% | $5m | 6,349 | Held |
| Ishares TRIJH | 0.5% | $5m | 59,871 | Held |
| ExxonMobil HoldingsXOM | 0.5% | $4m | 32,294 | +4% |
| Constellation EnergyCEG | 0.5% | $4m | 17,448 | -3% |
| CamecoCCJ | 0.4% | $4m | 41,915 | Held |
| Ishares TRIJJ | 0.4% | $4m | 28,497 | Held |
| Digital Realty TrustDLR | 0.4% | $4m | 22,713 | +4% |
| RTXRTX | 0.4% | $4m | 20,136 | Held |
| Parker-HannifinPH | 0.4% | $4m | 3,824 | -2% |
| PultegroupPHM | 0.4% | $4m | 26,978 | Held |
| Vanguard Index FDSVXF | 0.4% | $4m | 14,844 | -2% |
| PNC Financial Services GroupPNC | 0.4% | $4m | 14,352 | Held |
| Air Products & ChemicalsAPD | 0.4% | $4m | 12,050 | -2% |
| TE ConnectivityTEL | 0.4% | $3m | 17,195 | Held |
| Capital One FinancialCOF | 0.4% | $3m | 17,183 | -2% |
| Johnson & JohnsonJNJ | 0.4% | $3m | 13,550 | Held |
| Tetra TechTTEK | 0.4% | $3m | 116,271 | -13% |
| AbbVieABBV | 0.4% | $3m | 13,328 | -3% |
| Public Service Enterprise GroupPEG | 0.3% | $3m | 39,894 | +7% |
| Cisco SystemsCSCO | 0.3% | $3m | 27,271 | +131% |
| Schwab Strategic TRSCHM | 0.3% | $3m | 86,029 | -5% |
| Goldman Sachs GroupGS | 0.3% | $3m | 3,105 | -2% |
| Marvell TechnologyMRVL | 0.3% | $3m | 10,505 | New |
| LindeLIN | 0.3% | $3m | 5,445 | Held |
| Palo Alto NetworksPANW | 0.3% | $3m | 8,177 | New |
| Vanguard Index FDSVBK | 0.3% | $3m | 7,482 | -2% |
| Ishares TRIWB | 0.3% | $3m | 6,359 | Held |
| Home DepotHD | 0.3% | $3m | 7,095 | Held |
| Lowe's CompaniesLOW | 0.3% | $2m | 11,005 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $2m | 3,026 | -11% |
| Vanguard Index FDSVOO | 0.2% | $2m | 3,151 | Held |
| Ishares TREEM | 0.2% | $2m | 31,451 | Held |
| Meta PlatformsMETA | 0.2% | $2m | 3,796 | -5% |
| Thermo Fisher ScientificTMO | 0.2% | $2m | 3,970 | +17% |
| Phillips 66PSX | 0.2% | $2m | 11,727 | Held |
| Invesco Exch TRD SLF IDX FDBSCW | 0.2% | $2m | 93,296 | Held |
| Ishares TRIJK | 0.2% | $2m | 15,266 | Held |
| Vanguard Index FDSVUG | 0.2% | $2m | 20,301 | -7% |
| Invesco Exch TRD SLF IDX FDBSCX | 0.2% | $2m | 82,602 | Held |
| Berkshire HathawayBRK-B | 0.2% | $2m | 3,328 | Held |
| Select Sector Spdr TRXLK | 0.2% | $2m | 8,566 | -11% |
| Kearny FinancialKRNY | 0.2% | $2m | 166,946 | Held |
| Invesco Exch TRD SLF IDX FDBSCY | 0.2% | $2m | 73,793 | Held |
| Procter & GamblePG | 0.2% | $2m | 10,374 | -4% |
| Applied MaterialsAMAT | 0.2% | $1m | 2,028 | +6% |
| Invesco Exch TRD SLF IDX FDBSCT | 0.2% | $1m | 77,755 | Held |
| Marsh & McLennan CompaniesMRSH | 0.1% | $1m | 8,580 | -9% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.1% | $1m | 70,180 | Held |
| DanaherDHR | 0.1% | $1m | 7,344 | -2% |
| Invesco Exch TRD SLF IDX FDBSCU | 0.1% | $1m | 82,078 | Held |
| Elevance HealthELV | 0.1% | $1m | 3,439 | -3% |
| Invesco Exch TRD SLF IDX FDBSCV | 0.1% | $1m | 80,448 | -3% |
| Invesco Exch TRD SLF IDX FDBSCR | 0.1% | $1m | 66,365 | -2% |
| Royal Bank of CanadaRY | 0.1% | $1m | 6,264 | Held |
| T-Mobile USTMUS | 0.1% | $1m | 7,564 | -89% |
Showing the largest 100 of 217.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.8% since 30 June 2025.
Where the money is
Technology20.1%
Financial services11.0%
Industrials8.1%
Health care7.0%
Media & telecom6.6%
Retail & consumer5.1%
Everyday goods2.9%
Energy1.9%
Materials1.8%
Utilities1.0%
Real estate0.5%
Other34.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.