River Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Camp Hill, PA
Holdings as of
9/30/2026
Date filed
11/9/2026
Form type
13F-HR
Num holdings
205
Total value ($000)
$930,753
Net value change ($000)
-24,979 (-2.6%)
New positions
6
Sold out positions
18
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 13,030 39.7%
AMZN 12,114 54.8%
AAPL 11,538 21.2%
NVDA 7,001 15.6%
XOM 6,198 NEW
GOOGL 5,603 15.0%
PANW 5,110 183.2%
AVGO 4,155 67.4%
MRVL 3,879 124.0%
TMO 3,609 181.4%
Top Reduces (Value $000, Stocks/ETFs)
TJX -10,181 -79.6%
LRCX -7,129 -29.9%
CB -5,574 -43.4%
XSMO -4,631 -16.0%
IWM -4,570 -18.9%
XOM -4,415 -100.0%
LLY -3,936 -27.6%
TTWO -3,627 -27.4%
JPM -3,520 -15.5%
BAC -3,373 -22.3%
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