River Wealth Advisors LLC: 13F holdings

CIK 16425702026Q2

Positions217
Reported value$955.7m
Filed2026-08-04

Change since last quarter

Positions217 (+12 vs prior quarter)
Reported value$955.7m (+9.8%)

Top 10 holdings

SecuritySharesValueWeight
AAPL APPLE INC188,343$54.5m5.7%
IWR ISHARES TR463,864$51.2m5.4%
NVDA NVIDIA CORPORATION224,298$44.9m4.7%
GOOGL ALPHABET INC104,472$37.3m3.9%
IVV ISHARES TR47,211$35.4m3.7%
MSFT MICROSOFT CORP88,060$32.8m3.4%
VEU VANGUARD INTL EQUITY INDEX F346,676$29.0m3.0%
XSMO INVESCO EXCHANGE TRADED FD T309,168$28.9m3.0%
SMLF ISHARES TR315,394$28.1m2.9%
CWB SPDR SERIES TRUST238,819$25.7m2.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1642570")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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