River Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Camp Hill, PA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
203
Total value ($000)
$855,325
Net value change ($000)
+50,832 (6.3%)
New positions
7
Sold out positions
6
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 8,874 23.1%
GOOGL 7,477 38.6%
NVDA 5,503 15.5%
WMT 4,255 288.3%
SMLF 3,195 14.3%
IVV 2,982 9.4%
XSMO 2,763 12.5%
IWR 2,678 7.2%
ORCL 2,195 27.9%
IWM 2,168 11.5%
Top Reduces (Value $000, Stocks/ETFs)
LULU -5,856 -100.0%
STZ -3,369 -100.0%
ELV -3,075 -66.4%
UNH -2,897 -82.7%
CMG -2,606 -26.8%
ACN -2,099 -12.4%
CRM -1,360 -14.9%
ARW -1,165 -65.6%
CSL -877 -13.6%
FDX -579 -53.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type