River Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Camp Hill, PA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$870,757
Net value change ($000)
-20,981 (-2.4%)
New positions
6
Sold out positions
9
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VEU 6,319 34.5%
RSP 4,917 NEW
IEMG 4,821 49.3%
IWR 2,355 5.7%
CAT 2,336 53.2%
TJX 2,109 18.9%
ETN 1,703 14.6%
LRCX 1,505 16.3%
MRK 1,322 13.4%
XOM 1,125 27.3%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -8,030 -20.5%
IVV -4,537 -12.8%
GOOGL -4,125 -12.3%
AAPL -3,726 -7.4%
SMLF -2,995 -11.1%
ACN -2,969 -16.4%
CRM -2,677 -30.4%
LLY -2,523 -18.5%
NVDA -2,449 -6.1%
V -2,379 -12.8%
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