River Wealth Advisors LLC - Portfolio overview

River Wealth Advisors LLC has 219 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.33%
2. IWR - ISHARES TR, 4.98%
3. NVDA - NVIDIA CORPORATION, 4.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.