River Wealth Advisors LLC
•CIK: 1642570•Filing: Q4 2025
**River Wealth Advisors LLC** manages $892M across a diversified portfolio of 208 positions. The fund exhibits significant concentration in mega-cap technology and growth names, notably holding AAPL at $50.6M and NVDA at $40.4M. Key allocations also include substantial positions in IWR ($41.4M), MSFT ($39.2M), and IVV ($35.5M). This structure suggests a conviction-driven, large-cap growth mandate targeting established market leaders.
Total AUM
$891.7M
QoQ Performance
+4.3%
Positions
156
Top 10 Concentration
37.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.7%
IWR4.6%
NVDA4.5%
MSFT4.4%
IVV4.0%
GOOGL3.7%
SMLF3.0%
XSMO2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other43.4%
Technology24.7%
Financial10.5%
Consumer5.4%
Healthcare4.5%
ETF4.5%
Industrial2.0%
Communication1.7%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW10 new positions
↑80 increased
↓92 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023