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Portfolio (Quarterly) Guide ↗

River Wealth Advisors LLC

· CIK 0001642570
13F Portfolio $871M AUM 205 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 50 Added 116 Reduced 9 Exited
Page 5 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,036.0 $639K 0.07% -135.0 -11.5% $616.76 +10.2%
82 NFLX NETFLIX INC. Communication Services 6,563.0 $631K 0.07% -147.0 -2.2% $96.15 -10.9%
83 SO SOUTHERN CO Utilities 6,377.0 $616K 0.07% -64.0 -1.0% $96.52 -3.7%
84 CI THE CIGNA GROUP Healthcare 2,299.0 $613K 0.07% -94.0 -3.9% $266.76 +7.4%
85 KO COCA COLA CO Consumer Defensive 7,929.0 $603K 0.07% -76.0 -0.9% $76.05 +6.0%
86 IJR ISHARES TR 4,711.0 $586K 0.07% -770.0 -14.1% $124.31 +12.4%
87 ABT ABBOTT LABORATORIES Healthcare 5,328.0 $547K 0.06% -59.0 -1.1% $102.67 -16.5%
88 DIS DISNEY WALT CO Communication Services 5,307.0 $511K 0.06% -373.0 -6.6% $96.37 +7.8%
89 CARR CARRIER GLOBAL CORPORATION Industrials 8,518.0 $480K 0.06% -439.0 -4.9% $56.31 +13.5%
90 TM TOYOTA MOTOR CORP Consumer Cyclical 2,317.0 $478K 0.06% -60.0 -2.5% $206.09 -6.7%
91 PPL PPL CORP Utilities 12,237.0 $467K 0.05% -1K -7.8% $38.20 -7.2%
92 VO VANGUARD INDEX FDS 1,588.0 $456K 0.05% -8.0 -0.5% $287.23 -72.5%
93 FITB FIFTH THIRD BANCORP Financial Services 9,735.0 $452K 0.05% -456.0 -4.5% $46.46 +7.4%
94 MTB M & T BK CORP Financial Services 2,133.0 $441K 0.05% -95.0 -4.3% $206.72 +3.7%
95 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,418.0 $426K 0.05% -154.0 -3.4% $96.48 +3.9%
96 MPC MARATHON PETE CORP Energy 1,720.0 $420K 0.05% -45.0 -2.5% $244.24 +3.6%
97 SCHW SCHWAB CHARLES CORP Financial Services 3,862.0 $363K 0.04% -492.0 -11.3% $93.99 -10.4%
98 LMT LOCKHEED MARTIN CORP Industrials 598.0 $361K 0.04% -4.0 -0.7% $604.39 -11.0%
99 MCD MCDONALDS CORP Consumer Cyclical 1,128.0 $351K 0.04% -45.0 -3.8% $310.79 -10.5%
100 MAS MASCO CORP Industrials 5,581.0 $337K 0.04% -673.0 -10.8% $60.37 +16.5%
Page 5 of 6  ·  116 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.9%
Financial Services 17.3%
Industrials 11.6%
Communication Services 11.0%
Consumer Cyclical 8.8%
Healthcare 8.6%
Consumer Defensive 4.9%
Energy 4.3%
Basic Materials 2.1%
Utilities 1.7%