RIVER WEALTH ADVISORS LLC

PrivateCIK: 1642570

Location

CAMP HILL, PA

205

Positions

$870.76M

Total AUM (reported)

6.73M

Total Shares

Allocation by class

COM$469.21M53.9%

RUS MID CAP ETF$43.77M5.0%

CORE S&P500 ETF$30.99M3.6%

CAP STK CL A$29.29M3.4%

ALLWRLD EX US$24.62M2.8%

US SML CAP EQT$24.00M2.8%

S&P SMLCP MOMENT$23.88M2.7%

Portfolio Concentration

Top 3$128.58M14.8%

4–10$185.70M21.3%

11–25$217.62M25.0%

Rest$338.86M38.9%

Top 3 weight

14.8%

Top 10 weight

36.1%

Voting Authority Distribution

Total shares with voting rights: 6.73M

Sole

Full voting authority

6.42M

% of voting shares95.5%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

304.64K

% of voting shares4.5%

Investment Discretion (by position count)

Sole205

Shared0

Other0

Dominant voting typeSole · 95.5% of voting shares

Institutional Holdings205

Rows:

APPLE INC

SOLE

COM

Shares184.51K

TypeSH

Market value$46.83M

5.38%

Sole

177.55K

Shared

0.00

None

6.97K

ISHARES TR

SOLE

RUS MID CAP ETF

Shares450.16K

TypeSH

Market value$43.77M

5.03%

Sole

438.15K

Shared

0.00

None

12.01K

NVIDIA CORPORATION

SOLE

COM

Shares217.78K

TypeSH

Market value$37.98M

4.36%

Sole

210.49K

Shared

0.00

None

7.29K

MICROSOFT CORP

SOLE

COM

Shares84.31K

TypeSH

Market value$31.21M

3.58%

Sole

82.12K

Shared

0.00

None

2.18K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares47.45K

TypeSH

Market value$30.99M

3.56%

Sole

45.98K

Shared

0.00

None

1.47K

ALPHABET INC

SOLE

CAP STK CL A

Shares101.87K

TypeSH

Market value$29.29M

3.36%

Sole

95.81K

Shared

0.00

None

6.06K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares327.77K

TypeSH

Market value$24.62M

2.83%

Sole

320.68K

Shared

0.00

None

7.09K

ISHARES TR

SOLE

US SML CAP EQT

Shares317.97K

TypeSH

Market value$24.00M

2.76%

Sole

309.02K

Shared

0.00

None

8.96K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P SMLCP MOMENT

Shares314.19K

TypeSH

Market value$23.88M

2.74%

Sole

305.31K

Shared

0.00

None

8.88K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares237.14K

TypeSH

Market value$21.70M

2.49%

Sole

231.59K

Shared

0.00

None

5.55K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares83.01K

TypeSH

Market value$20.59M

2.36%

Sole

81.27K

Shared

0.00

None

1.74K

JPMORGAN CHASE & CO

SOLE

COM

Shares69.12K

TypeSH

Market value$20.33M

2.34%

Sole

66.63K

Shared

0.00

None

2.50K

AMAZON COM INC

SOLE

COM

Shares88.01K

TypeSH

Market value$18.33M

2.10%

Sole

84.46K

Shared

0.00

None

3.54K

VISA INC

SOLE

COM CL A

Shares53.57K

TypeSH

Market value$16.19M

1.86%

Sole

52.64K

Shared

0.00

None

927.00

ACCENTURE PLC IRELAND

SOLE

SHS CLASS A

Shares76.20K

TypeSH

Market value$15.11M

1.74%

Sole

74.36K

Shared

0.00

None

1.84K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares209.20K

TypeSH

Market value$14.59M

1.68%

Sole

203.07K

Shared

0.00

None

6.13K

T-MOBILE US INC

SOLE

COM

Shares68.21K

TypeSH

Market value$14.33M

1.65%

Sole

66.59K

Shared

0.00

None

1.62K

CENCORA INC

SOLE

COM

Shares42.52K

TypeSH

Market value$13.36M

1.53%

Sole

41.58K

Shared

0.00

None

939.00

EATON CORP PLC

SOLE

SHS

Shares37.31K

TypeSH

Market value$13.35M

1.53%

Sole

35.41K

Shared

0.00

None

1.90K

TJX COS INC NEW

SOLE

COM

Shares82.96K

TypeSH

Market value$13.25M

1.52%

Sole

80.98K

Shared

0.00

None

1.98K

BANK AMERICA CORP

SOLE

COM

Shares263.87K

TypeSH

Market value$12.86M

1.48%

Sole

255.07K

Shared

0.00

None

8.81K

CHUBB LTD SWITZ

SOLE

COM

Shares37.76K

TypeSH

Market value$12.31M

1.41%

Sole

36.24K

Shared

0.00

None

1.52K

MERCK & CO INC

SOLE

COM

Shares93.10K

TypeSH

Market value$11.20M

1.29%

Sole

90.40K

Shared

0.00

None

2.70K

ELI LILLY & CO

SOLE

COM

Shares12.06K

TypeSH

Market value$11.09M

1.27%

Sole

11.70K

Shared

0.00

None

354.00

LAM RESEARCH CORP

SOLE

COM NEW

Shares50.28K

TypeSH

Market value$10.74M

1.23%

Sole

48.72K

Shared

0.00

None

1.56K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
APPLE INCSOLE	COM	184.51K	SH	$46.83M 5.38%	177.55K	6.97K
ISHARES TRSOLE	RUS MID CAP ETF	450.16K	SH	$43.77M 5.03%	438.15K	12.01K
NVIDIA CORPORATIONSOLE	COM	217.78K	SH	$37.98M 4.36%	210.49K	7.29K
MICROSOFT CORPSOLE	COM	84.31K	SH	$31.21M 3.58%	82.12K	2.18K
ISHARES TRSOLE	CORE S&P500 ETF	47.45K	SH	$30.99M 3.56%	45.98K	1.47K
ALPHABET INCSOLE	CAP STK CL A	101.87K	SH	$29.29M 3.36%	95.81K	6.06K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	327.77K	SH	$24.62M 2.83%	320.68K	7.09K
ISHARES TRSOLE	US SML CAP EQT	317.97K	SH	$24.00M 2.76%	309.02K	8.96K
INVESCO EXCHANGE TRADED FD TSOLE	S&P SMLCP MOMENT	314.19K	SH	$23.88M 2.74%	305.31K	8.88K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	237.14K	SH	$21.70M 2.49%	231.59K	5.55K
ISHARES TRSOLE	RUSSELL 2000 ETF	83.01K	SH	$20.59M 2.36%	81.27K	1.74K
JPMORGAN CHASE & COSOLE	COM	69.12K	SH	$20.33M 2.34%	66.63K	2.50K
AMAZON COM INCSOLE	COM	88.01K	SH	$18.33M 2.10%	84.46K	3.54K
VISA INCSOLE	COM CL A	53.57K	SH	$16.19M 1.86%	52.64K	927.00
ACCENTURE PLC IRELANDSOLE	SHS CLASS A	76.20K	SH	$15.11M 1.74%	74.36K	1.84K
ISHARES INCSOLE	CORE MSCI EMKT	209.20K	SH	$14.59M 1.68%	203.07K	6.13K
T-MOBILE US INCSOLE	COM	68.21K	SH	$14.33M 1.65%	66.59K	1.62K
CENCORA INCSOLE	COM	42.52K	SH	$13.36M 1.53%	41.58K	939.00
EATON CORP PLCSOLE	SHS	37.31K	SH	$13.35M 1.53%	35.41K	1.90K
TJX COS INC NEWSOLE	COM	82.96K	SH	$13.25M 1.52%	80.98K	1.98K
BANK AMERICA CORPSOLE	COM	263.87K	SH	$12.86M 1.48%	255.07K	8.81K
CHUBB LTD SWITZSOLE	COM	37.76K	SH	$12.31M 1.41%	36.24K	1.52K
MERCK & CO INCSOLE	COM	93.10K	SH	$11.20M 1.29%	90.40K	2.70K
ELI LILLY & COSOLE	COM	12.06K	SH	$11.09M 1.27%	11.70K	354.00
LAM RESEARCH CORPSOLE	COM NEW	50.28K	SH	$10.74M 1.23%	48.72K	1.56K

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