River Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Camp Hill, PA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
208
Total value ($000)
$891,738
Net value change ($000)
+36,413 (4.3%)
New positions
15
Sold out positions
10
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 6,552 24.4%
LLY 4,215 44.9%
ACN 3,309 22.4%
AAPL 3,189 6.7%
MRK 3,001 43.6%
BAC 2,095 17.2%
CB 1,837 19.0%
AMZN 1,734 9.5%
GOOGL 1,721 33.6%
IWR 1,678 4.2%
Top Reduces (Value $000, Stocks/ETFs)
ORCL -3,199 -31.8%
MSFT -3,189 -7.5%
TMUS -2,016 -13.1%
FITB -1,879 -79.8%
MDLZ -1,631 -100.0%
BSCP -1,080 -100.0%
TFC -1,053 -100.0%
Unilever PLC -926 -100.0%
APD -897 -21.8%
TT -837 -13.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type