Institutional Fund
River Wealth Advisors LLC
Camp Hill, PACIK 16425705 filings on record
Portfolio Value
$870.76M
Q1 2026
Holdings
205
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-2.4%
from $891.74M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.4%
- Ishares Tr5.0%
- Nvidia Corporation4.4%
- Microsoft Corp3.6%
- Ishares Tr3.6%
- Alphabet Inc3.4%
- Other74.7%
Portfolio Holdings
205 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 184.5K | $46.83M | 5.4% | −1.4K | Reduced |
| 2 | Ishares Tr | 450.2K | $43.77M | 5.0% | +20.0K | Added |
| 3 | Nvidia Corporation | 217.8K | $37.98M | 4.4% | +996 | Added |
| 4 | Microsoft Corp | 84.3K | $31.21M | 3.6% | +3.2K | Added |
| 5 | Ishares Tr | 47.4K | $30.99M | 3.6% | −4.4K | Reduced |
| 6 | Alphabet Inc | 101.9K | $29.29M | 3.4% | −4.9K | Reduced |
| 7 | Vanguard Intl Equity Index F | 327.8K | $24.62M | 2.8% | +79.0K | Added |
| 8 | Ishares Tr | 318.0K | $24.00M | 2.8% | −42.6K | Reduced |
| 9 | Invesco Exchange Traded Fd T | 314.2K | $23.88M | 2.7% | −42.4K | Reduced |
| 10 | Spdr Series Trust | 237.1K | $21.70M | 2.5% | +1.9K | Added |
195 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio