Filed: 8/13/2025ACC: 0001642570-25-000009
📋 What this filing means
RIVER WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 202 equity positions with a total reported market value of $804.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
202
Positions
$804.49M
Total AUM (reported)
6.33M
Total Shares
Allocation by class
COM$449.49M55.9%
RUS MID CAP ETF$37.06M4.6%
CORE S&P500 ETF$31.64M3.9%
US SML CAP EQT$22.33M2.8%
S&P SMLCP MOMENT$22.03M2.7%
SHS$21.30M2.6%
CAP STK CL A$19.39M2.4%
Portfolio Concentration
Top 3$116.21M14.4%
4–10$169.38M21.1%
11–25$193.03M24.0%
Rest$325.87M40.5%
Top 3 weight
14.4%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 6.33M
Sole
Full voting authority
6.09M
shares
% of voting shares96.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
244.09K
shares
% of voting shares3.9%
Investment Discretion (by position count)
Sole202
Shared0
Other0
Dominant voting typeSole · 96.1% of voting shares
Institutional Holdings202
Rows:
MICROSOFT CORP
SOLEShares81.74K
TypeSH
Market value$40.66M
5.05%
Sole
80.31K
Shared
0.00
None
1.43K
APPLE INC
SOLEShares187.60K
TypeSH
Market value$38.49M
4.78%
Sole
183.08K
Shared
0.00
None
4.52K
ISHARES TR
SOLEShares402.94K
TypeSH
Market value$37.06M
4.61%
Sole
393.20K
Shared
0.00
None
9.73K
NVIDIA CORPORATION
SOLEShares224.04K
TypeSH
Market value$35.40M
4.40%
Sole
220.93K
Shared
0.00
None
3.11K
ISHARES TR
SOLEShares50.96K
TypeSH
Market value$31.64M
3.93%
Sole
49.39K
Shared
0.00
None
1.57K
ISHARES TR
SOLEShares328.68K
TypeSH
Market value$22.33M
2.78%
Sole
321.04K
Shared
0.00
None
7.65K
INVESCO EXCHANGE TRADED FD T
SOLEShares323.87K
TypeSH
Market value$22.03M
2.74%
Sole
316.25K
Shared
0.00
None
7.62K
JPMORGAN CHASE & CO.
SOLEShares67.26K
TypeSH
Market value$19.50M
2.42%
Sole
65.66K
Shared
0.00
None
1.60K
ALPHABET INC
SOLEShares110.03K
TypeSH
Market value$19.39M
2.41%
Sole
106.69K
Shared
0.00
None
3.33K
SPDR SERIES TRUST
SOLEShares230.97K
TypeSH
Market value$19.09M
2.37%
Sole
226.30K
Shared
0.00
None
4.68K
ISHARES TR
SOLEShares87.16K
TypeSH
Market value$18.81M
2.34%
Sole
85.88K
Shared
0.00
None
1.28K
VISA INC
SOLEShares50.90K
TypeSH
Market value$18.07M
2.25%
Sole
50.11K
Shared
0.00
None
792.00
AMAZON COM INC
SOLEShares80.56K
TypeSH
Market value$17.67M
2.20%
Sole
78.54K
Shared
0.00
None
2.02K
ACCENTURE PLC IRELAND
SOLEShares56.44K
TypeSH
Market value$16.87M
2.10%
Sole
55.50K
Shared
0.00
None
939.00
VANGUARD INTL EQUITY INDEX F
SOLEShares244.83K
TypeSH
Market value$16.46M
2.05%
Sole
241.31K
Shared
0.00
None
3.52K
T-MOBILE US INC
SOLEShares62.23K
TypeSH
Market value$14.83M
1.84%
Sole
61.29K
Shared
0.00
None
941.00
CENCORA INC
SOLEShares40.33K
TypeSH
Market value$12.09M
1.50%
Sole
39.55K
Shared
0.00
None
777.00
EATON CORP PLC
SOLEShares32.92K
TypeSH
Market value$11.75M
1.46%
Sole
31.47K
Shared
0.00
None
1.45K
BANK AMERICA CORP
SOLEShares230.79K
TypeSH
Market value$10.92M
1.36%
Sole
225.07K
Shared
0.00
None
5.73K
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares41.99K
TypeSH
Market value$10.20M
1.27%
Sole
41.28K
Shared
0.00
None
706.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares172.97K
TypeSH
Market value$9.71M
1.21%
Sole
169.33K
Shared
0.00
None
3.64K
CHUBB LIMITED
SOLEShares32.58K
TypeSH
Market value$9.44M
1.17%
Sole
31.57K
Shared
0.00
None
1.01K
SALESFORCE INC
SOLEShares33.55K
TypeSH
Market value$9.15M
1.14%
Sole
32.59K
Shared
0.00
None
957.00
ELI LILLY & CO
SOLEShares11.10K
TypeSH
Market value$8.66M
1.08%
Sole
10.86K
Shared
0.00
None
242.00
TJX COS INC NEW
SOLEShares68.07K
TypeSH
Market value$8.41M
1.04%
Sole
66.67K
Shared
0.00
None
1.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 81.74K | SH | $40.66M 5.05% | 80.31K | 0.00 | 1.43K |
APPLE INCSOLE | COM | 187.60K | SH | $38.49M 4.78% | 183.08K | 0.00 | 4.52K |
ISHARES TRSOLE | RUS MID CAP ETF | 402.94K | SH | $37.06M 4.61% | 393.20K | 0.00 | 9.73K |
NVIDIA CORPORATIONSOLE | COM | 224.04K | SH | $35.40M 4.40% | 220.93K | 0.00 | 3.11K |
ISHARES TRSOLE | CORE S&P500 ETF | 50.96K | SH | $31.64M 3.93% | 49.39K | 0.00 | 1.57K |
ISHARES TRSOLE | US SML CAP EQT | 328.68K | SH | $22.33M 2.78% | 321.04K | 0.00 | 7.65K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 323.87K | SH | $22.03M 2.74% | 316.25K | 0.00 | 7.62K |
JPMORGAN CHASE & CO.SOLE | COM | 67.26K | SH | $19.50M 2.42% | 65.66K | 0.00 | 1.60K |
ALPHABET INCSOLE | CAP STK CL A | 110.03K | SH | $19.39M 2.41% | 106.69K | 0.00 | 3.33K |
SPDR SERIES TRUSTSOLE | BBG CONV SEC ETF | 230.97K | SH | $19.09M 2.37% | 226.30K | 0.00 | 4.68K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 87.16K | SH | $18.81M 2.34% | 85.88K | 0.00 | 1.28K |
VISA INCSOLE | COM CL A | 50.90K | SH | $18.07M 2.25% | 50.11K | 0.00 | 792.00 |
AMAZON COM INCSOLE | COM | 80.56K | SH | $17.67M 2.20% | 78.54K | 0.00 | 2.02K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 56.44K | SH | $16.87M 2.10% | 55.50K | 0.00 | 939.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 244.83K | SH | $16.46M 2.05% | 241.31K | 0.00 | 3.52K |
T-MOBILE US INCSOLE | COM | 62.23K | SH | $14.83M 1.84% | 61.29K | 0.00 | 941.00 |
CENCORA INCSOLE | COM | 40.33K | SH | $12.09M 1.50% | 39.55K | 0.00 | 777.00 |
EATON CORP PLCSOLE | SHS | 32.92K | SH | $11.75M 1.46% | 31.47K | 0.00 | 1.45K |
BANK AMERICA CORPSOLE | COM | 230.79K | SH | $10.92M 1.36% | 225.07K | 0.00 | 5.73K |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 41.99K | SH | $10.20M 1.27% | 41.28K | 0.00 | 706.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 172.97K | SH | $9.71M 1.21% | 169.33K | 0.00 | 3.64K |
CHUBB LIMITEDSOLE | COM | 32.58K | SH | $9.44M 1.17% | 31.57K | 0.00 | 1.01K |
SALESFORCE INCSOLE | COM | 33.55K | SH | $9.15M 1.14% | 32.59K | 0.00 | 957.00 |
ELI LILLY & COSOLE | COM | 11.10K | SH | $8.66M 1.08% | 10.86K | 0.00 | 242.00 |
TJX COS INC NEWSOLE | COM | 68.07K | SH | $8.41M 1.04% | 66.67K | 0.00 | 1.40K |
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