Managers / Q1 2020 · view latest →
River Wealth Advisors LLC
CIK 0001642570 · 100 CORPORATE CENTER DRIVE, SUITE 102, CAMP HILL, PA, 17011 · 717-888-9830
Reported Value
$250M
Q1 2020
Positions
158
Filings on Record
30
2019–present window
Filed
May 5, 2020
original filing
Summary
River Wealth Advisors LLC reported $250M in U.S.-listed holdings across 158 positions for Q1 2020.
Its largest position, Vanguard Bd Index Fds, represents 5.1% of the portfolio.
Compared with Q4 2019, the fund opened 11 new positions and exited 17.
Portfolio Metrics
Turnover
+11.7%
vs prior filed quarter
Top-10 Concentration
+30.0%
share of reported value
Largest Position
+5.1%
Vanguard Bd Index Fds
New / Exited
11 / 17
positions this quarter
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 60.8% · $152M
- ETP · 31.1% · $78M
- Other · 6.9% · $17M
- REIT · 0.8% · $2M
- ADR · 0.4% · $1M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2019 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | NEW | +229.4K | 229.4K | +$9M | $9M |
| ISHARES TR | NEW | +115.9K | 115.9K | +$5M | $5M |
| TRANE TECHNOLOGIES PLC | NEW | +21.6K | 21.6K | +$2M | $2M |
| KRNYKEARNY FINL CORP MD | NEW | +156.9K | 156.9K | +$1M | $1M |
| IRINGERSOLL RAND INC | NEW | +22.3K | 22.3K | +$553,000 | $553,000 |
| XLESELECT SECTOR SPDR TR | NEW | +14.8K | 14.8K | +$430,000 | $430,000 |
| VANGUARD INTL EQUITY INDEX F | NEW | +11.9K | 11.9K | +$401,000 | $401,000 |
| VANGUARD TAX-MANAGED INTL FD | NEW | +11.1K | 11.1K | +$371,000 | $371,000 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2020
43 positions
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | ISHARES TR | RUSSELL 2000 ETF · RUS MID CAP ETF · MSCI EMG MKT ETF · CORE S&P500 ETF · MSCI EAFE ETF · S&P MC 400VL ETF · CORE S&P MCP ETF | 11.00% | $28M | 424.1K |
| 2 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 5.14% | $13M | 150.8K |
| 3 | AAPLAPPLE INChistory → | COM | 4.10% | $10M | 40.3K |
| 4 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 3.76% | $9M | 229.4K |
| 5 | MSFTMICROSOFT CORPhistory → | COM | 3.03% | $8M | 48.2K |
| 6 | SPDR SER TR | BLMBRG BRC CNVRT | 2.61% | $7M | 136.8K |
| 7 | AMZNAMAZON COM INChistory → | COM | 2.35% | $6M | 3.0K |
| 8 | VVISA INChistory → | COM CL A | 2.33% | $6M | 36.2K |
| 9 | GOOGLALPHABET INC | CAP STK CL A · CAP STK CL C | 2.31% | $6M | 5.0K |
| 10 | SYKSTRYKER CORPhistory → | COM | 2.01% | $5M | 30.3K |
| 11 | MAMASTERCARD INChistory → | CL A | 1.83% | $5M | 18.9K |
| 12 | JPMJPMORGAN CHASE & COhistory → | COM | 1.69% | $4M | 47.0K |
| 13 | APDAIR PRODS & CHEMS INChistory → | COM | 1.63% | $4M | 20.4K |
| 14 | ELVANTHEM INChistory → | COM | 1.63% | $4M | 18.0K |
| 15 | DISDISNEY WALT COhistory → | COM DISNEY | 1.53% | $4M | 39.7K |
| 16 | PEPPEPSICO INChistory → | COM | 1.46% | $4M | 30.5K |
| 17 | AMGNAMGEN INChistory → | COM | 1.31% | $3M | 16.1K |
| 18 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1.27% | $3M | 40.2K |
| 19 | TFCTRUIST FINL CORPhistory → | COM | 1.25% | $3M | 101.1K |
| 20 | ACCENTURE PLC IRELAND | SHS CLASS A | 1.21% | $3M | 18.5K |
| 21 | ALLEGION PLC | ORD SHS | 1.02% | $3M | 27.8K |
| 22 | PNCPNC FINL SVCS GROUP INC | COM | 0.95% | $2M | 24.9K |
| 23 | BACBK OF AMERICA CORP | COM | 0.95% | $2M | 111.8K |
| 24 | CHVCHEVRON CORP NEW | COM | 0.91% | $2M | 31.5K |
| 25 | ORCLORACLE CORP | COM | 0.90% | $2M | 46.7K |
| 26 | DHRDANAHER CORPORATION | COM | 0.90% | $2M | 16.3K |
| 27 | TE CONNECTIVITY LTD | REG SHS | 0.88% | $2M | 35.2K |
| 28 | UNILEVER PLC | SPON ADR NEW | 0.84% | $2M | 41.5K |
| 29 | ABGAMERISOURCEBERGEN CORP | COM | 0.84% | $2M | 23.6K |
| 30 | ARWARROW ELECTRS INC | COM | 0.83% | $2M | 40.2K |
| 31 | LOWLOWES COS INC | COM | 0.80% | $2M | 23.2K |
| 32 | NDQINVESCO QQQ TR | UNIT SER 1 | 0.76% | $2M | 10.0K |
| 33 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 0.76% | $2M | 44.9K |
| 34 | DDOMINION ENERGY INC | COM | 0.75% | $2M | 26.2K |
| 35 | LINDE PLC | SHS | 0.75% | $2M | 10.9K |
| 36 | HDHOME DEPOT INC | COM | 0.75% | $2M | 10.0K |
| 37 | HUNHUNTSMAN CORP | COM | 0.74% | $2M | 128.1K |
| 38 | CSLCARLISLE COS INC | COM | 0.72% | $2M | 14.4K |
| 39 | VANGUARD INDEX FDS | EXTEND MKT ETF | 0.72% | $2M | 20.0K |
| 40 | EATON CORP PLC | SHS | 0.71% | $2M | 23.0K |
| 41 | TRANE TECHNOLOGIES PLC | SHS | 0.71% | $2M | 21.6K |
| 42 | JNJJOHNSON & JOHNSON | COM | 0.69% | $2M | 13.2K |
| 43 | TAT&T INC | COM | 0.66% | $2M | 57.0K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $871M | 205 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $892M | 208 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $855M | 203 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $804M | 202 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $720M | 197 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $754M | 207 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $750M | 209 | Nov 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $697M | 193 | Aug 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $688M | 209 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $626M | 208 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $559M | 200 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $589M | 211 | Aug 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $550M | 207 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $519M | 207 | Feb 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $464M | 197 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $543M | 212 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $626M | 221 | May 9, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $645M | 222 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $584M | 216 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $572M | 213 | Aug 6, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $533M | 209 | May 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $463M | 203 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $383M | 199 | Nov 10, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $329M | 181 | Aug 11, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $250M | 158 | May 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $296M | 164 | Feb 7, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $265M | 159 | Oct 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $256M | 160 | Jul 30, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $239M | 153 | May 7, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $225M | 568 | Jan 25, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.