Filed: 11/12/2025ACC: 0001642570-25-000011
📋 What this filing means
RIVER WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 203 equity positions with a total reported market value of $855.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
203
Positions
$855.33M
Total AUM (reported)
6.45M
Total Shares
Allocation by class
COM$471.13M55.1%
RUS MID CAP ETF$39.74M4.6%
CORE S&P500 ETF$34.62M4.0%
CAP STK CL A$26.87M3.1%
US SML CAP EQT$25.53M3.0%
S&P SMLCP MOMENT$24.79M2.9%
SHS$21.65M2.5%
Portfolio Concentration
Top 3$130.69M15.3%
4–10$194.07M22.7%
11–25$201.72M23.6%
Rest$328.85M38.4%
Top 3 weight
15.3%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 6.45M
Sole
Full voting authority
6.20M
shares
% of voting shares96.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
256.65K
shares
% of voting shares4.0%
Investment Discretion (by position count)
Sole203
Shared0
Other0
Dominant voting typeSole · 96.0% of voting shares
Institutional Holdings203
Rows:
APPLE INC
SOLEShares186.01K
TypeSH
Market value$47.36M
5.54%
Sole
180.51K
Shared
0.00
None
5.51K
MICROSOFT CORP
SOLEShares81.91K
TypeSH
Market value$42.43M
4.96%
Sole
80.31K
Shared
0.00
None
1.60K
NVIDIA CORPORATION
SOLEShares219.20K
TypeSH
Market value$40.90M
4.78%
Sole
214.37K
Shared
0.00
None
4.83K
ISHARES TR
SOLEShares411.56K
TypeSH
Market value$39.74M
4.65%
Sole
401.43K
Shared
0.00
None
10.13K
ISHARES TR
SOLEShares51.73K
TypeSH
Market value$34.62M
4.05%
Sole
50.16K
Shared
0.00
None
1.57K
ALPHABET INC
SOLEShares110.52K
TypeSH
Market value$26.87M
3.14%
Sole
106.47K
Shared
0.00
None
4.05K
ISHARES TR
SOLEShares343.37K
TypeSH
Market value$25.53M
2.98%
Sole
333.86K
Shared
0.00
None
9.51K
INVESCO EXCHANGE TRADED FD T
SOLEShares336.99K
TypeSH
Market value$24.79M
2.90%
Sole
327.56K
Shared
0.00
None
9.43K
JPMORGAN CHASE & CO.
SOLEShares67.63K
TypeSH
Market value$21.33M
2.49%
Sole
65.67K
Shared
0.00
None
1.96K
SPDR SERIES TRUST
SOLEShares234.15K
TypeSH
Market value$21.19M
2.48%
Sole
229.53K
Shared
0.00
None
4.62K
ISHARES TR
SOLEShares86.69K
TypeSH
Market value$20.98M
2.45%
Sole
85.41K
Shared
0.00
None
1.28K
AMAZON COM INC
SOLEShares82.86K
TypeSH
Market value$18.19M
2.13%
Sole
80.47K
Shared
0.00
None
2.39K
VANGUARD INTL EQUITY INDEX F
SOLEShares247.48K
TypeSH
Market value$17.66M
2.07%
Sole
244.36K
Shared
0.00
None
3.13K
VISA INC
SOLEShares51.37K
TypeSH
Market value$17.54M
2.05%
Sole
50.56K
Shared
0.00
None
807.00
T-MOBILE US INC
SOLEShares64.30K
TypeSH
Market value$15.39M
1.80%
Sole
62.97K
Shared
0.00
None
1.33K
ACCENTURE PLC IRELAND
SOLEShares59.90K
TypeSH
Market value$14.77M
1.73%
Sole
58.56K
Shared
0.00
None
1.33K
CENCORA INC
SOLEShares42.91K
TypeSH
Market value$13.41M
1.57%
Sole
41.99K
Shared
0.00
None
913.00
EATON CORP PLC
SOLEShares33.14K
TypeSH
Market value$12.40M
1.45%
Sole
31.43K
Shared
0.00
None
1.71K
BANK AMERICA CORP
SOLEShares236.10K
TypeSH
Market value$12.18M
1.42%
Sole
229.59K
Shared
0.00
None
6.51K
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares43.09K
TypeSH
Market value$11.13M
1.30%
Sole
42.38K
Shared
0.00
None
708.00
ORACLE CORP
SOLEShares35.78K
TypeSH
Market value$10.06M
1.18%
Sole
34.03K
Shared
0.00
None
1.75K
CHUBB LIMITED
SOLEShares34.21K
TypeSH
Market value$9.66M
1.13%
Sole
32.91K
Shared
0.00
None
1.30K
TJX COS INC NEW
SOLEShares66.75K
TypeSH
Market value$9.65M
1.13%
Sole
65.22K
Shared
0.00
None
1.52K
ELI LILLY & CO
SOLEShares12.32K
TypeSH
Market value$9.40M
1.10%
Sole
12.02K
Shared
0.00
None
292.00
ISHARES INC
SOLEShares140.95K
TypeSH
Market value$9.29M
1.09%
Sole
137.81K
Shared
0.00
None
3.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 186.01K | SH | $47.36M 5.54% | 180.51K | 0.00 | 5.51K |
MICROSOFT CORPSOLE | COM | 81.91K | SH | $42.43M 4.96% | 80.31K | 0.00 | 1.60K |
NVIDIA CORPORATIONSOLE | COM | 219.20K | SH | $40.90M 4.78% | 214.37K | 0.00 | 4.83K |
ISHARES TRSOLE | RUS MID CAP ETF | 411.56K | SH | $39.74M 4.65% | 401.43K | 0.00 | 10.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 51.73K | SH | $34.62M 4.05% | 50.16K | 0.00 | 1.57K |
ALPHABET INCSOLE | CAP STK CL A | 110.52K | SH | $26.87M 3.14% | 106.47K | 0.00 | 4.05K |
ISHARES TRSOLE | US SML CAP EQT | 343.37K | SH | $25.53M 2.98% | 333.86K | 0.00 | 9.51K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P SMLCP MOMENT | 336.99K | SH | $24.79M 2.90% | 327.56K | 0.00 | 9.43K |
JPMORGAN CHASE & CO.SOLE | COM | 67.63K | SH | $21.33M 2.49% | 65.67K | 0.00 | 1.96K |
SPDR SERIES TRUSTSOLE | BBG CONV SEC ETF | 234.15K | SH | $21.19M 2.48% | 229.53K | 0.00 | 4.62K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 86.69K | SH | $20.98M 2.45% | 85.41K | 0.00 | 1.28K |
AMAZON COM INCSOLE | COM | 82.86K | SH | $18.19M 2.13% | 80.47K | 0.00 | 2.39K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 247.48K | SH | $17.66M 2.07% | 244.36K | 0.00 | 3.13K |
VISA INCSOLE | COM CL A | 51.37K | SH | $17.54M 2.05% | 50.56K | 0.00 | 807.00 |
T-MOBILE US INCSOLE | COM | 64.30K | SH | $15.39M 1.80% | 62.97K | 0.00 | 1.33K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 59.90K | SH | $14.77M 1.73% | 58.56K | 0.00 | 1.33K |
CENCORA INCSOLE | COM | 42.91K | SH | $13.41M 1.57% | 41.99K | 0.00 | 913.00 |
EATON CORP PLCSOLE | SHS | 33.14K | SH | $12.40M 1.45% | 31.43K | 0.00 | 1.71K |
BANK AMERICA CORPSOLE | COM | 236.10K | SH | $12.18M 1.42% | 229.59K | 0.00 | 6.51K |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 43.09K | SH | $11.13M 1.30% | 42.38K | 0.00 | 708.00 |
ORACLE CORPSOLE | COM | 35.78K | SH | $10.06M 1.18% | 34.03K | 0.00 | 1.75K |
CHUBB LIMITEDSOLE | COM | 34.21K | SH | $9.66M 1.13% | 32.91K | 0.00 | 1.30K |
TJX COS INC NEWSOLE | COM | 66.75K | SH | $9.65M 1.13% | 65.22K | 0.00 | 1.52K |
ELI LILLY & COSOLE | COM | 12.32K | SH | $9.40M 1.10% | 12.02K | 0.00 | 292.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 140.95K | SH | $9.29M 1.09% | 137.81K | 0.00 | 3.14K |
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