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13F-HR filed by River Wealth Advisors LLC

River Wealth Advisors LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-04, with 205 holding rows worth $870,756,957.

Accession
0001642570-26-000007
Filed
2026-08-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 205 entries on the cover page, a total value of $870,756,957 stated on the cover page (in dollars after the unit check, H1), rows summing to $870,756,957 with VALUE read as dollars as filed, 13F file number 028-16908. A later restatement replaced it, so the quarter does not use it. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM184,513$46,827,463dollars as filed
iShares Russell Midcap ETF464287499SHS450,160$43,769,083dollars as filed
NVIDIA Corp67066G104COM217,779$37,980,622dollars as filed
Microsoft Corp594918104COM84,305$31,207,003dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS47,449$30,994,179dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM101,872$29,294,346dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS327,769$24,615,455dollars as filed
iShares U.S. Small Cap Equity Factor ETF46434V290SHS317,974$24,003,822dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT314,190$23,884,732dollars as filed
SPDR SER TR78464A359BBG CONV SEC ETF237,136$21,702,683dollars as filed
iShares Russell 2000 ETF464287655SHS83,013$20,587,118dollars as filed
JPMorgan Chase & Co46625H100COM69,124$20,333,399dollars as filed
Amazon.com, Inc023135106COM88,007$18,329,123dollars as filed
Visa Inc92826C839COM53,568$16,190,439dollars as filed
Accenture Plc Class AG1151C101COM76,204$15,110,489dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS209,199$14,591,613dollars as filed
T-Mobile US,Inc.872590104COM68,214$14,326,969dollars as filed
CENCORA INC COM03073E105Stock42,516$13,355,917dollars as filed
Eaton Corp. PlcG29183103COM37,314$13,345,969dollars as filed
TJX Companies Inc872540109COM82,961$13,248,920dollars as filed
Bank of America Corp060505104COM263,873$12,863,810dollars as filed
Chubb LimitedH1467J104COM37,763$12,308,238dollars as filed
Merck & Co.,Inc.58933Y105COM93,102$11,199,267dollars as filed
Eli Lilly and Company532457108COM12,056$11,088,521dollars as filed
Lam Research Corporation512807306COM50,278$10,742,398dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock51,404$10,152,290dollars as filed
PepsiCo,Inc.713448108COM60,886$9,455,041dollars as filed
Stryker Corporation863667101COM27,302$8,971,025dollars as filed
BlackRock,Inc.09290D101COM8,769$8,433,634dollars as filed
Walmart Inc.931142103COM64,296$7,990,747dollars as filed
Waste Management, Inc.94106L109COM33,344$7,662,107dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK236,963$7,585,186dollars as filed
Deere & Company244199105COM12,608$7,101,921dollars as filed
Costco Wholesale Corporation22160K105COM6,786$6,761,557dollars as filed
Caterpillar Inc.149123101COM9,494$6,726,415dollars as filed
ServiceNow,Inc.81762P102COM61,802$6,461,400dollars as filed
Salesforce.com, Inc79466L302COM32,804$6,123,532dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM21,320$6,115,856dollars as filed
Chevron Corporation166764100COM28,999$5,999,863dollars as filed
TRANE TECHNOLOGIES PLC SHSG8994E103Stock14,246$5,936,879dollars as filed
MasterCard, Inc57636Q104COM10,844$5,418,403dollars as filed
EXXON MOBIL CORP30231G102COM30,957$5,252,233dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock88,799$5,219,613dollars as filed
ISHARES TR46434V1000-5YR INVT GR CP103,130$5,207,042dollars as filed
Oracle Corporation68389X105COM34,588$5,088,178dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock17,911$5,001,767dollars as filed
CARLISLE COS INC COM142339100Stock14,960$4,990,857dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM25,619$4,916,799dollars as filed
TARGA RES CORP COM87612G101Stock19,407$4,865,927dollars as filed
Amgen Inc.031162100COM13,239$4,658,288dollars as filed
CAMECO CORP COM13321L108Stock42,633$4,630,382dollars as filed
IJH464287507COM61,043$4,122,243dollars as filed
TETRA TECH INC NEW88162G103COM133,260$4,013,799dollars as filed
DIGITAL RLTY TR INC COM253868103REIT21,932$3,952,333dollars as filed
Raytheon Technologies Corporation75513E101COM20,245$3,905,256dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS28,704$3,803,214dollars as filed
INVESCO QQQ TR46090E103COM6,367$3,674,847dollars as filed
TE CONNECTIVITY PLC ORD SHSG87052109Stock17,230$3,601,384dollars as filed
AIR PRODS & CHEMS INC009158106COM12,306$3,574,766dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock3,904$3,495,017dollars as filed
Johnson & Johnson478160104COM13,656$3,338,087dollars as filed
CAPITAL ONE FINL CORP14040H105COM17,594$3,209,708dollars as filed
PULTE GROUP INC COM745867101Stock27,103$3,187,584dollars as filed
Vanguard Extended Market ETF922908652SHS15,199$3,128,043dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock37,388$3,026,531dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock14,352$2,986,416dollars as filed
AbbVie,Inc.00287Y109COM13,717$2,983,291dollars as filed
Schwab US Mid-Cap ETF808524508SHS90,471$2,800,967dollars as filed
Linde plcG54950103COM5,512$2,732,630dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,174$2,685,088dollars as filed
Lowes Companies,Inc.548661107COM11,155$2,635,802dollars as filed
Home Depot, Inc437076102COM7,187$2,363,883dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS7,670$2,318,271dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF6,398$2,281,271dollars as filed
META PLATFORMS INC CL A30303M102COM3,975$2,274,303dollars as filed
SPY78462F103SHS3,414$2,220,312dollars as filed
PHILLIPS 66 COM718546104Stock11,910$2,169,806dollars as filed
INVESCO BULLETSHARES 2032 CORPORATE BOND ETF46139W858ETF94,644$1,948,522dollars as filed
Vanguard S&P 500 ETF922908363COM3,130$1,870,186dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF31,874$1,810,108dollars as filed
INVESCO EXCH TRD SLF IDX FD46139W825BUL 2033 COR ETF83,964$1,775,839dollars as filed
ConocoPhillips20825C104COM12,700$1,676,366dollars as filed
Thermo Fisher Scientific Inc.883556102COM3,385$1,663,830dollars as filed
Marsh & McLennan Companies,Inc.571748102COM9,446$1,638,458dollars as filed
Berkshire Hathaway Inc084670702COM3,347$1,603,656dollars as filed
Vanguard Growth922908736COM3,653$1,595,768dollars as filed
Procter & Gamble Co742718109COM10,812$1,561,616dollars as filed
INVESCO BULLETSHARES 2034 CORPORATE BOND ETF46139W783ETF73,362$1,518,455dollars as filed
ISHARES TR464287606S&P MC 400GR ETF15,078$1,517,149dollars as filed
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF46138J577ETF79,090$1,475,851dollars as filed
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF46138J643ETF71,376$1,457,713dollars as filed
Danaher Corporation235851102COM7,511$1,424,043dollars as filed
Invesco BulletShares 2030 Corp Bd ETF46138J460SHS82,160$1,373,642dollars as filed
INVESCO BULLETSHARES 2031 CORPORATE BOND ETF46138J429ETF82,865$1,363,958dollars as filed
Broadcom Inc.11135F101COM4,403$1,362,770dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS21,834$1,337,551dollars as filed
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF46138J783ETF67,950$1,333,520dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS9,609$1,277,076dollars as filed
KEARNY FINL CORP MD48716P108COM166,946$1,260,443dollars as filed
Honeywell Technologies438516106COM5,481$1,238,956dollars as filed
MCKESSON CORP COM58155Q103Stock1,398$1,209,774dollars as filed
ISHARES TR464287465MSCI EAFE ETF12,401$1,204,540dollars as filed
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF46138J791ETF60,552$1,182,581dollars as filed
S&P Global,Inc.78409V104COM2,594$1,103,332dollars as filed
VTI922908769COM3,406$1,092,654dollars as filed
Elevance Health, Inc.036752103COM3,551$1,039,556dollars as filed
ISHARES TR464287168COM6,835$1,034,888dollars as filed
ROYAL BK CDA COM780087102Stock6,364$1,029,568dollars as filed
D R HORTON INC COM23331A109Stock7,297$1,001,233dollars as filed
Vanguard Small-Cap ETF922908751SHS3,623$948,937dollars as filed
ALLEGION PLCG0176J109ORD SHS6,502$944,706dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock3,207$920,409dollars as filed
Cisco Systems,Inc.17275R102COM11,789$914,674dollars as filed
Vanguard Value ETF922908744SHS4,621$906,712dollars as filed
Tesla Motors, Inc88160R101COM2,404$893,595dollars as filed
INVESCO BULLETSHARES 2035 CORPORATE BOND ETF46139W759ETF41,888$859,542dollars as filed
iShares Core Dividend Growth ETF46434V621SHS12,195$855,846dollars as filed
HERSHEY CO COM427866108Stock4,106$853,632dollars as filed
Qualcomm Incorporated747525103COM6,168$794,316dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS12,252$785,109dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock2,235$767,102dollars as filed
INGERSOLL RAND INC COM45687V106Stock9,539$764,265dollars as filed
Prologis,Inc.74340W103COM5,765$762,032dollars as filed
Wells Fargo & Company949746101COM9,494$755,827dollars as filed
ILLINOIS TOOL WKS INC452308109COM2,901$755,195dollars as filed
Boeing Company097023105COM3,775$751,431dollars as filed
FEDEX CORP COM31428X106Stock2,050$730,169dollars as filed
Automatic Data Processing,Inc.053015103COM3,591$729,527dollars as filed
TOLL BROTHERS INC COM889478103Stock5,339$728,614dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock8,488$723,407dollars as filed
iShares MSCI Japan ETF46434G822SHS8,551$722,047dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock2,464$718,570dollars as filed
VWO922042858SHS13,019$703,677dollars as filed
NextEra Energy,Inc.65339F101COM7,036$653,505dollars as filed
UNILEVER PLC SPON ADR NEW904767803ADR11,447$652,136dollars as filed
Applied Materials,Inc.038222105COM1,908$651,966dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,036$638,964dollars as filed
Netflix, Inc64110L106COM6,563$631,033dollars as filed
ARROW ELECTRS INC042735100COM4,375$627,419dollars as filed
Southern Company842587107COM6,377$615,505dollars as filed
Cigna Corporation125523100COM2,299$613,281dollars as filed
Coca-Cola Company191216100COM7,929$603,001dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS4,711$585,647dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS2,715$564,942dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS6,160$557,675dollars as filed
Abbott Laboratories002824100COM5,328$547,049dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,269$541,102dollars as filed
MOOG INC CL A615394202Stock1,800$526,752dollars as filed
Walt Disney Co254687106COM5,307$511,442dollars as filed
MGC921910873COM2,163$511,226dollars as filed
Vanguard High Dividend Yield ETF921946406SHS3,386$501,529dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock8,518$479,657dollars as filed
TOYOTA MOTOR CORP ADS892331307ADR2,317$477,511dollars as filed
Morgan Stanley617446448COM2,845$468,202dollars as filed
PPL CORP COM69351T106Stock12,237$467,451dollars as filed
PROSHARES TR74347R693PSHS ULTRA TECH5,851$458,719dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,588$456,124dollars as filed
FIFTH THIRD BANCORP COM316773100Stock9,735$452,289dollars as filed
M & T BK CORP COM55261F104Stock2,133$440,934dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,418$426,228dollars as filed
MARATHON PETE CORP COM56585A102Stock1,720$420,095dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,874$419,432dollars as filed
Union Pacific Corporation907818108COM1,658$402,151dollars as filed
VANGUARD HEALTH CARE ETF92204A504ETF1,394$379,629dollars as filed
TRUIST FINL CORP COM89832Q109Stock8,057$370,370dollars as filed
Charles Schwab Corp808513105COM3,862$362,978dollars as filed
VGT92204A702SHS519$362,117dollars as filed
Lockheed Martin Corporation539830109COM598$361,426dollars as filed
McDonalds Corporation580135101COM1,128$350,572dollars as filed
Bristol-Myers Squibb Company110122108COM5,758$349,243dollars as filed
MASCO CORP574599106COM5,581$336,899dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 28,563$332,742dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS6,563$324,007dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock1,639$321,136dollars as filed
CUMMINS INC COM231021106Stock585$314,742dollars as filed
SCHD808524797COM9,995$306,637dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,778$302,747dollars as filed
FIDELITY COVINGTON TRUST316092501MSCI FINLS IDX4,304$302,141dollars as filed
PPG INDS INC COM693506107Stock2,804$299,745dollars as filed
Texas Instruments Incorporated882508104COM1,541$299,091dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock3,121$281,295dollars as filed
ISHARES RUSSELL MID-CAP VALUE ETF464287473ETF1,859$270,931dollars as filed
Altria Group Inc02209S103COM4,047$267,062dollars as filed
L3HARRIS TECHNOLOGIES INC COM502431109Stock770$265,766dollars as filed
UnitedHealth Group Inc91324P102COM974$263,555dollars as filed
FIDELITY COMWLTH TR315912808COM3,020$256,429dollars as filed
FIDELITY COVINGTON TRUST316092600MSCI HLTH CARE I3,610$254,000dollars as filed
Verizon Communications Inc92343V104COM5,050$253,495dollars as filed
NUCOR CORP COM670346105Stock1,484$251,026dollars as filed
PAYCHEX INC704326107COM2,723$250,843dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS8,415$245,129dollars as filed
AVERY DENNISON CORP COM053611109Stock1,370$236,572dollars as filed
PROSHARES TR74347X831ULTRAPRO QQQ5,650$235,492dollars as filed
AON PLC SHS CL AG0403H108Stock701$226,269dollars as filed
iShares Gold Trust464285204COM2,555$225,249dollars as filed
AMERIPRISE FINL INC COM03076C106Stock503$223,534dollars as filed
Intuitive Surgical,Inc.46120E602COM479$220,815dollars as filed
iShares U.S. Technology ETF464287721SHS1,217$220,789dollars as filed
EMERSON ELEC CO COM291011104Stock1,610$210,913dollars as filed
Vanguard Communication Services ETF92204A884SHS1,150$206,816dollars as filed
C H ROBINSON WORLDWIDE IN COM NEW12541W209Stock1,244$206,592dollars as filed
Palantir Technologies Inc. Class A69608A108COM1,397$204,354dollars as filed
ENTERGY CORP NEW COM29364G103Stock1,806$202,923dollars as filed
AMETEK INC COM031100100Stock937$200,856dollars as filed
NUVEEN PFD & INCOME OPPORTUN67073B106COM14,688$110,748dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001642570-26-000007this filing2026-08-04acceptance time not in the bulk data set
13F-HR/A 0001642570-26-000008 base2026-08-04acceptance time not in the bulk data set