River Wealth Advisors
River Wealth Advisors reported 217 stocks worth $956M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AAPL (5.7%), IWR (5.3%) and NVDA (4.7%). Compared with Q1 2026, the fund opened new positions in MRVL and PANW, added to AAPL, IWR and NVDA, trimmed IVV, XSMO and SMLF and sold out of CRM, IAU and ISRG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $54.5M | 5.7% | 188K | +3,830 (+2%) | 8 of 8 | |
| 2 |  IWR Ishares TR | $51.2M | 5.3% | 464K | +14K (+3%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $44.9M | 4.7% | 224K | +6,519 (+3%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $37.3M | 3.9% | 104K | +2,600 (+3%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $35.4M | 3.7% | 47K | −238 (−1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $32.8M | 3.4% | 88K | +3,755 (+4%) | 8 of 8 | |
| 7 |  VEU Vanguard Intl Equity Index F | $29M | 3.0% | 347K | +19K (+6%) | 8 of 8 | |
| 8 |  XSMO Invesco Exchange Traded FD T | $28.9M | 3.0% | 309K | −5,022 (−2%) | 5 of 8 | |
| 9 |  SMLF Ishares TR | $28.1M | 2.9% | 315K | −2,580 (−1%) | 5 of 8 | |
| 10 |  CWB Spdr Series Trust | $25.7M | 2.7% | 239K | +1,683 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR/A Amendment | Q2 2026 | SEC filing ↗ |
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Includes an amendment, which can add positions the fund kept confidential at first, or replace the original report.
Other superinvestors
All hedge fund holdings →River Wealth Advisors 13F FAQ
What does River Wealth Advisors own?
River Wealth Advisors reported 217 stocks worth $956M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are AAPL (5.7%), IWR (5.3%) and NVDA (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did River Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 52 added to, 112 trimmed and 5 sold out. New positions include MRVL and PANW. It sold all of CRM, IAU and ISRG.
When will River Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is River Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $956M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.