River Wealth Advisors LLC

Q2 2026 13F-HR/A Holdings

Location
Camp Hill, PA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
217
Total value ($000)
$955,732
Net value change ($000)
+84,975 (9.8%)
New positions
17
Sold out positions
5
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 13,127 122.2%
GOOGL 8,041 27.4%
AAPL 7,672 16.4%
IWR 7,404 16.9%
NVDA 6,899 18.2%
XSMO 5,062 21.2%
AVGO 4,806 352.6%
VEU 4,419 18.0%
IVV 4,362 14.1%
SMLF 4,110 17.1%
Top Reduces (Value $000, Stocks/ETFs)
ACN -14,860 -98.3%
TMUS -13,058 -91.1%
CMG -6,726 -88.7%
CRM -6,124 -100.0%
COR -1,446 -10.8%
HON -1,239 -100.0%
CVX -1,132 -18.9%
PEP -1,062 -11.2%
XOM -837 -15.9%
CEG -669 -13.4%
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