AI Portfolio Summary
In 2025 Q4, River Wealth Advisors LLC maintained a portfolio of 217 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 4.5%. Conversely, River Wealth Advisors LLC completely exited their position in MONDELEZ INTL INC.
Total Positions
217
Quarter
2025 Q4
Top Holding
AAPL (5.7%)
Top 10 Concentration
37.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 217
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 5.67% | 5.54% |
#1
Prev: #1
|
2.3 | -58 | -0.0% |
P
S
|
185,954 | $50,553,320 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWR
ISHARES TR
|
ETF | 4.64% | 4.65% |
#2
2
Prev: #4
|
3.9 | 18,630 | 4.5% |
P
S
|
430,189 | $41,414,331 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.53% | 4.78% |
#3
Prev: #3
|
1.8 | -2,420 | -1.1% |
P
S
|
216,783 | $40,430,070 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.40% | 4.96% |
#4
2
Prev: #2
|
1.8 | -778 | -0.9% |
P
S
|
81,133 | $39,237,445 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IVV
ISHARES TR
|
ETF | 3.98% | 4.05% |
#5
Prev: #5
|
3.6 | 144 | 0.3% |
P
S
|
51,874 | $35,530,596 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.75% | 3.14% |
#6
Prev: #6
|
1.5 | -3,751 | -3.4% |
P
S
|
106,769 | $33,418,793 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMLF
ISHARES TR
|
ETF | 3.03% | 2.98% |
#7
Prev: #7
|
3.2 | 17,197 | 5.0% |
P
S
|
360,566 | $26,999,196 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XSMO
INVESCO EXCHANG...
|
Bond/Debt | 2.88% | 2.90% |
#8
Prev: #8
|
3.2 | 19,639 | 5.8% |
P
S
|
356,629 | $25,680,864 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.49% | 2.49% |
#9
Prev: #9
|
3.0 | 1,358 | 2.0% |
P
S
|
68,992 | $22,230,757 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 2.38% | 2.45% |
#10
1
Prev: #11
|
1.0 | -420 | -0.5% |
P
S
|
86,270 | $21,236,118 | 2016 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CWB
SPDR SERIES TRU...
|
ETF | 2.35% | 2.48% |
#11
1
Prev: #10
|
2.9 | 1,130 | 0.5% |
P
S
|
235,278 | $20,986,778 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.23% | 2.13% |
#12
Prev: #12
|
2.9 | 3,474 | 4.2% |
P
S
|
86,337 | $19,928,201 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
V
VISA INC
|
Financial Services | 2.08% | 2.05% |
#13
1
Prev: #14
|
2.8 | 1,577 | 3.1% |
P
S
|
52,948 | $18,569,383 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 2.05% | 2.07% |
#14
1
Prev: #13
|
2.8 | 1,238 | 0.5% |
P
S
|
248,722 | $18,296,021 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 2.03% | 1.73% |
#15
1
Prev: #16
|
2.8 | 7,490 | 12.5% |
P
S
|
67,385 | $18,079,393 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COR
CENCORA INC
|
Healthcare | 1.66% | 1.57% |
#16
1
Prev: #17
|
2.7 | 1,014 | 2.4% |
P
S
|
43,919 | $14,833,512 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.60% | 1.42% |
#17
2
Prev: #19
|
2.7 | 23,453 | 9.9% |
P
S
|
259,550 | $14,275,262 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.53% | 1.10% |
#18
6
Prev: #24
|
2.6 | 350 | 2.8% |
P
S
|
12,666 | $13,612,246 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMUS
T-MOBILE US INC
|
Communication Services | 1.50% | 1.80% |
#19
4
Prev: #15
|
2.6 | 1,578 | 2.5% |
P
S
|
65,878 | $13,375,923 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTWO
TAKE-TWO INTERA...
|
Communication Services | 1.34% | 1.30% |
#20
Prev: #20
|
2.6 | 3,600 | 8.4% |
P
S
|
46,690 | $11,954,041 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.31% | 1.45% |
#21
3
Prev: #18
|
2.6 | 3,411 | 10.3% |
P
S
|
36,555 | $11,643,245 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CB
CHUBB LIMITED
|
Financial Services | 1.29% | 1.13% |
#22
Prev: #22
|
2.5 | 2,611 | 7.6% |
P
S
|
36,825 | $11,493,756 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 1.25% | 1.13% |
#23
Prev: #23
|
2.5 | 5,773 | 8.6% |
P
S
|
72,523 | $11,140,316 | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.11% | 0.80% |
#24
8
Prev: #32
|
2.5 | 11,915 | 14.5% |
P
S
|
93,839 | $9,877,486 | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 1.10% | 1.09% |
#25
Prev: #25
|
2.4 | 4,404 | 3.1% |
P
S
|
145,353 | $9,770,663 | 2017 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.00% | 0.19% |
Sold All 😨
(Was: #89) |
0.3 | -26,109 | -100.0% |
CLOSED
|
— | $— | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSCP
INVESCO EXCH TR...
|
ETF | 0.00% | 0.13% |
Sold All 😨
(Was: #106) |
0.3 | -52,186 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFC
TRUIST FINL COR...
|
Financial Services | 0.00% | 0.12% |
Sold All 😨
(Was: #109) |
0.3 | -23,024 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNPS
SYNOPSYS INC
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #178) |
0.3 | -639 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCZ
ISHARES TR
|
ETF | 0.00% | 0.03% |
Sold All 😨
(Was: #181) |
0.3 | -3,876 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BR
BROADRIDGE FINL...
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #194) |
0.3 | -936 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZBH
ZIMMER BIOMET H...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #197) |
0.3 | -2,135 | -100.0% |
CLOSED
|
— | $— | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LH
LABCORP HOLDING...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #200) |
0.3 | -710 | -100.0% |
CLOSED
|
— | $— | 2015 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WSO
WATSCO INC
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #202) |
0.3 | -500 | -100.0% |
CLOSED
|
— | $— | 2018 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 217 holdings