SEC 13F Intelligence

Managers / Q1 2026

River Wealth Advisors LLC

CIK 0001642570 · 100 CORPORATE CENTER DRIVE, SUITE 102, CAMP HILL, PA, 17011 · 717-888-9830

Reported Value
$871M
Q1 2026
Positions
205
Filings on Record
30
2019–present window
Filed
May 13, 2026
original filing

Summary

River Wealth Advisors Llc reported $871M in U.S.-listed holdings across 205 positions for Q1 2026.

Its largest position, AAPL, represents 5.4% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $225MQ4 ’18Q1 ’19: $239MQ2 ’19: $256MQ3 ’19: $265MQ4 ’19: $296MQ4 ’19Q1 ’20: $250MQ2 ’20: $329MQ3 ’20: $383MQ4 ’20: $463MQ4 ’20Q1 ’21: $533MQ2 ’21: $572MQ3 ’21: $584MQ4 ’21: $645MQ4 ’21Q1 ’22: $626MQ2 ’22: $543MQ3 ’22: $464MQ4 ’22: $519.1BQ4 ’22Q1 ’23: $550MQ2 ’23: $589MQ3 ’23: $559MQ4 ’23: $626MQ4 ’23Q1 ’24: $688MQ2 ’24: $697MQ3 ’24: $750MQ4 ’24: $754MQ4 ’24Q1 ’25: $720MQ2 ’25: $804MQ3 ’25: $855MQ4 ’25: $892MQ4 ’25Q1 ’26: $871Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 60.9%ETP: 32.2%Other: 6.2%REIT: 0.5%ADR: 0.1%Other: 0.0%
  • Common Stock · 60.9% · $531M
  • ETP · 32.2% · $280M
  • Other · 6.2% · $54M
  • REIT · 0.5% · $5M
  • ADR · 0.1% · $1M
  • Other · 0.0% · $110,748

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$871M205May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$892M208Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$855M203Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$804M202Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$720M197May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$754M207Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$750M209Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$697M193Aug 13, 202413F-HRchanges · EDGAR ↗
Q1 2024$688M209May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$626M208Feb 13, 202413F-HRchanges · EDGAR ↗
Q3 2023$559M200Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$589M211Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$550M207May 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$519.1B207Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$464M197Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$543M212Aug 10, 202213F-HRchanges · EDGAR ↗
Q1 2022$626M221May 9, 202213F-HRchanges · EDGAR ↗
Q4 2021$645M222Feb 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$584M216Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$572M213Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$533M209May 11, 202113F-HRchanges · EDGAR ↗
Q4 2020$463M203Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$383M199Nov 10, 202013F-HRchanges · EDGAR ↗
Q2 2020$329M181Aug 11, 202013F-HRchanges · EDGAR ↗
Q1 2020$250M158May 5, 202013F-HRchanges · EDGAR ↗
Q4 2019$296M164Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$265M159Oct 29, 201913F-HRchanges · EDGAR ↗
Q2 2019$256M160Jul 30, 201913F-HRchanges · EDGAR ↗
Q1 2019$239M153May 7, 201913F-HRchanges · EDGAR ↗
Q4 2018$225M568Jan 25, 201913F-HRchanges · 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 ↗.