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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 9 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPC MARATHON PETE CORP Energy 1,720.0 $420K 0.05% -45.0 -2.5% $244.24 +1.1%
162 SDY SPDR SERIES TRUST 2,874.0 $419K 0.05% $145.94 +2.8%
163 UNP UNION PAC CORP Industrials 1,658.0 $402K 0.05% $242.55 +15.2%
164 VHT VANGUARD WORLD FD 1,394.0 $380K 0.04% +181.0 +14.9% $272.33 +2.0%
165 TFC TRUIST FINL CORP Financial Services 8,057.0 $370K 0.04% NEW $45.97 +5.4%
166 SCHW SCHWAB CHARLES CORP Financial Services 3,862.0 $363K 0.04% -492.0 -11.3% $93.99 -8.9%
167 VGT VANGUARD WORLD FD 519.0 $362K 0.04% $697.72 -83.2%
168 LMT LOCKHEED MARTIN CORP Industrials 598.0 $361K 0.04% -4.0 -0.7% $604.39 -12.1%
169 MCD MCDONALDS CORP Consumer Cyclical 1,128.0 $351K 0.04% -45.0 -3.8% $310.79 -9.6%
170 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,758.0 $349K 0.04% $60.65 -5.2%
171 MAS MASCO CORP Industrials 5,581.0 $337K 0.04% -673.0 -10.8% $60.37 +15.7%
172 DFAC DIMENSIONAL ETF TRUST 8,563.0 $333K 0.04% $38.86 +13.1%
173 XLF SELECT SECTOR SPDR TR 6,563.0 $324K 0.04% -200.0 -3.0% $49.37 +4.2%
174 DGX QUEST DIAGNOSTICS INC Healthcare 1,639.0 $321K 0.04% -84.0 -4.9% $195.93 -1.0%
175 CMI CUMMINS INC Industrials 585.0 $315K 0.04% -81.0 -12.2% $538.02 +24.1%
176 SCHD SCHWAB STRATEGIC TR 9,995.0 $307K 0.04% -1K -11.3% $30.68 +6.1%
177 XLY SELECT SECTOR SPDR TR 2,778.0 $303K 0.04% -100.0 -3.5% $108.98 +11.5%
178 FNCL FIDELITY COVINGTON TRUST 4,304.0 $302K 0.04% +197.0 +4.8% $70.20 +4.5%
179 PPG PPG INDS INC Basic Materials 2,804.0 $300K 0.03% -151.0 -5.1% $106.90 +5.6%
180 TXN TEXAS INSTRS INC Technology 1,541.0 $299K 0.03% -293.0 -16.0% $194.09 +63.6%
Page 9 of 11  ·  205 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%