River Wealth Advisors LLC

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CIK 1642570

13F portfolio (2026-Q1)

$871M

Positions

205

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

205

Top 5

21.9%

Top 10

36.1%

Effective N

49.4

HHI

0.020

This quarter

6 new · 0 exit →

By sector

Unclassified32.2%

Information Technology18.2%

Financials11.0%

Industrials10.1%

Consumer Discretionary9.1%

Communication Services6.1%

Health Care5.0%

Materials2.9%

Other5.3%

By market cap

Mega (>$200B)38.2%

Unknown33.0%

Large ($10–200B)28.2%

Mid ($2–10B)0.5%

Small ($300M–2B)0.1%

By region

North America67.7%

Other32.2%

Europe0.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	32.36%	70
Software	6.80%	6
Technology Hardware & Equipment	6.54%	6
Specialty Retail	5.89%	6
Commercial Services & Supplies	5.33%	6
Machinery	5.12%	11
Banks	5.02%	10
Semiconductors & Semiconductor Equipment	4.63%	4
Software & IT Services	4.41%	4
Pharmaceuticals & Biotechnology	3.92%	7
Distributors	2.16%	4
Insurance	1.93%	7
Oil, Gas & Consumable Fuels	1.78%	5
Utilities	1.70%	7
Diversified Telecommunication Services	1.67%	2
Chemicals	1.67%	7
Capital Markets	1.43%	6
Metals & Mining	1.16%	3
Beverages	1.16%	2
Health Care Equipment & Supplies	1.06%	2
Hotels, Restaurants & Leisure	0.91%	2
Aerospace & Defense	0.84%	6
Construction & Engineering	0.56%	3
Equity Real Estate Investment Trusts (REITs)	0.54%	2
Professional Services	0.49%	2
Automobiles & Components	0.16%	2
Road & Rail	0.15%	2
Food Products	0.10%	1
Communications Equipment	0.09%	1
Airlines	0.08%	1
Paper & Forest Products	0.08%	2
Media & Entertainment	0.07%	1
Entertainment	0.06%	1
Health Care Providers & Services	0.04%	1
Tobacco	0.03%	1
Electrical Equipment & Components	0.02%	1
Transportation Infrastructure	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.38%
2	IWR	ISHARES TR	Unclassified	5.03%
3	NVDA	NVIDIA CORP	Information Technology	4.36%
4	MSFT	MICROSOFT CORP	Information Technology	3.58%
5	IVV	ISHARES TR	Unclassified	3.56%
6	GOOGL	Alphabet Inc.	Communication Services	3.36%
7	VEU	VANGUARD INTL EQUITY INDEX F	Unclassified	2.83%
8	SMLF	iShares MSCI Multifactor USA Small-Cap ETF	Unclassified	2.76%
9	XSMO	INVESCO EXCHANGE TRADED FD T	Unclassified	2.74%
10	CWB	SPDR SER TR	Unclassified	2.49%

136/205 names classified · sector 67.8% of weight · industry 67.6% · mkt cap 67.0%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 45 quarters

FinancialsJPM, V, ELV, MA, TFC · other

Information TechnologyAAPL, MSFT, NVDA, GE, CRM · other

IndustrialsACN, ETN, PHM, DHI, LRCX · other

Consumer DiscretionaryAMZN, COR, TEL, TGT, TJX · other

Health CareSYK, AMGN, JNJ, MRK, LLY · other

Communication ServicesGOOGL, DIS, T, VZ, TMUS · other

MaterialsAPD, HUN, CSL, LIN, ATI · other

EnergyCVX, COP, PSX, DVN, HAL · other

Consumer StaplesPEP, CVS, STZ, KO, MO · other

UtilitiesD, PPL, AEP, TRGP, CEG · other

Real EstatePLD, BDN, DLR, AMT, WELL · other

UnclassifiedBND, IWM, IVV, IWR, VEU · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 67.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (129 classified)River Wealth Advisors LLC centroid (Large Core)

Information TechnologyFinancialsIndustrialsConsumer DiscretionaryCommunication ServicesHealth CareMaterialsEnergyUtilitiesConsumer StaplesReal Estate

Style box summary for River Wealth Advisors LLC: centroid Large Core. Heaviest cells: Large Growth 34.2%, Large Core 13.0%, Large Value 11.0%.

Classified: 65.6% of book weight (129/205 names) · unclassified 34.4%: IWR, IVV, VEU, SMLF, XSMO, CWB, IWM, IEMG, TTWO, SLQD +66 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 205 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	184,513	$47M	5.4%	HOLD
2	IWRISHARES TR	450,160	$44M	5.0%	ADD 5%
3	NVDANVIDIA CORPORATION	217,779	$38M	4.4%	HOLD
4	MSFTMICROSOFT CORP	84,305	$31M	3.6%	ADD 4%
5	IVVISHARES TR	47,449	$31M	3.6%	TRIM −9%
6	GOOGLALPHABET INC	101,872	$29M	3.4%	TRIM −5%
7	VEUVANGUARD INTL EQUITY INDEX F	327,769	$25M	2.8%	ADD 32%
8	SMLFiShares MSCI Multifactor USA Small-Cap ETF	317,974	$24M	2.8%	TRIM −12%
9	XSMOINVESCO EXCHANGE TRADED FD T	314,190	$24M	2.7%	TRIM −12%
10	CWBSPDR SER TR	237,136	$22M	2.5%	HOLD
11	IWMISHARES TR	83,013	$21M	2.4%	TRIM −4%
12	JPMJPMORGAN CHASE & CO	69,124	$20M	2.3%	HOLD
13	AMZNAMAZON COM INC	88,007	$18M	2.1%	HOLD
14	VVISA INC	53,568	$16M	1.9%	HOLD
15	ACNACCENTURE PLC IRELAND	76,204	$15M	1.7%	ADD 13%
16	IEMGISHARES INC	209,199	$15M	1.7%	ADD 44%
17	TMUST-MOBILE US INC	68,214	$14M	1.6%	ADD 4%
18	CORCENCORA INC	42,516	$13M	1.5%	TRIM −3%
19	ETNEATON CORP PLC	37,314	$13M	1.5%	ADD 2%
20	TJXTJX COS INC NEW	82,961	$13M	1.5%	ADD 14%
21	BACBANK AMERICA CORP	263,873	$13M	1.5%	HOLD
22	CBCHUBB LIMITED	37,763	$12M	1.4%	ADD 3%
23	MRKMERCK & CO INC	93,102	$11M	1.3%	HOLD
24	LLYELI LILLY & CO	12,056	$11M	1.3%	TRIM −5%
25	LRCXLAM RESEARCH CORP	50,278	$11M	1.2%	TRIM −7%
26	TTWOTAKE-TWO INTERACTIVE SOFTWAR	51,404	$10M	1.2%	ADD 10%
27	PEPPEPSICO INC	60,886	$9M	1.1%	HOLD
28	SYKSTRYKER CORPORATION	27,302	$9M	1.0%	ADD 21%
29	BLKBLACKROCK INC	8,769	$8M	1.0%	ADD 6%
30	WMTWALMART INC	64,296	$8M	0.9%	HOLD
31	WMWASTE MGMT INC DEL	33,344	$8M	0.9%	ADD 9%
32	CMGCHIPOTLE MEXICAN GRILL INC	236,963	$8M	0.9%	ADD 10%
33	DEDEERE & CO	12,608	$7M	0.8%	TRIM −3%
34	COSTCOSTCO WHSL CORP NEW	6,786	$7M	0.8%	TRIM −3%
35	CATCATERPILLAR INC	9,494	$7M	0.8%	ADD 24%
36	NOWSERVICENOW INC	61,802	$6M	0.7%	ADD 34%
37	CRMSALESFORCE INC	32,804	$6M	0.7%	HOLD
38	GOOGALPHABET INC	21,320	$6M	0.7%	TRIM −2%
39	CVXCHEVRON CORP NEW	28,999	$6M	0.7%	TRIM −18%
40	TTTRANE TECHNOLOGIES PLC	14,246	$6M	0.7%	HOLD
41	MAMASTERCARD INCORPORATED	10,844	$5M	0.6%	TRIM −2%
42	XOMEXXON MOBIL CORP	30,957	$5M	0.6%	TRIM −10%
43	FCXFREEPORT MCMORAN INC	88,799	$5M	0.6%	TRIM −2%
44	SLQDISHARES TR	103,130	$5M	0.6%	TRIM −5%
45	ORCLORACLE CORP	34,588	$5M	0.6%	HOLD
46	CEGCONSTELLATION ENERGY CORP	17,911	$5M	0.6%	HOLD
47	CSLCARLISLE COS INC	14,960	$5M	0.6%	TRIM −7%
48	RSPINVESCO EXCHANGE TRADED FD T	25,619	$5M	0.6%	NEW
49	TRGPTARGA RES CORP	19,407	$5M	0.6%	TRIM −26%
50	AMGNAMGEN INC	13,239	$5M	0.5%	TRIM −3%
51	CCJCAMECO CORP	42,633	$5M	0.5%	TRIM −2%
52	IJHISHARES TR	61,043	$4M	0.5%	HOLD
53	TTEKTETRA TECH INC NEW	133,260	$4M	0.5%	TRIM −9%
54	DLRDIGITAL RLTY TR INC	21,932	$4M	0.5%	ADD 2%
55	RTXRTX CORPORATION	20,245	$4M	0.4%	HOLD
56	IJJISHARES TR	28,704	$4M	0.4%	HOLD
57	QQQINVESCO QQQ TR	6,367	$4M	0.4%	HOLD
58	TELTE CONNECTIVITY PLC	17,230	$4M	0.4%	HOLD
59	APDAIR PRODS & CHEMS INC	12,306	$4M	0.4%	TRIM −5%
60	PHPARKER-HANNIFIN CORP	3,904	$3M	0.4%	TRIM −2%
61	JNJJOHNSON & JOHNSON	13,656	$3M	0.4%	TRIM −3%
62	COFCAPITAL ONE FINL CORP	17,594	$3M	0.4%	TRIM −4%
63	PHMPULTE GROUP INC	27,103	$3M	0.4%	TRIM −3%
64	VXFVANGUARD INDEX FDS	15,199	$3M	0.4%	TRIM −7%
65	PEGPUBLIC SVC ENTERPRISE GROUP	37,388	$3M	0.3%	ADD 14%
66	PNCPNC FINL SVCS GROUP INC	14,352	$3M	0.3%	TRIM −2%
67	ABBVABBVIE INC	13,717	$3M	0.3%	TRIM −8%
68	SCHMSCHWAB STRATEGIC TR	90,471	$3M	0.3%	TRIM −4%
69	LINLINDE PLC	5,512	$3M	0.3%	TRIM −4%
70	GSGOLDMAN SACHS GROUP INC	3,174	$3M	0.3%	TRIM −3%
71	LOWLOWES COS INC	11,155	$3M	0.3%	HOLD
72	HDHOME DEPOT INC	7,187	$2M	0.3%	HOLD
73	VBKVANGUARD INDEX FDS	7,670	$2M	0.3%	TRIM −2%
74	IWBISHARES TR	6,398	$2M	0.3%	HOLD
75	METAMETA PLATFORMS INC	3,975	$2M	0.3%	ADD 2%
76	SPYSTATE STR SPDR S&P 500 ETF T	3,414	$2M	0.3%	TRIM −7%
77	PSXPHILLIPS 66	11,910	$2M	0.2%	TRIM −12%
78	BSCWINVESCO EXCH TRD SLF IDX FD	94,644	$2M	0.2%	ADD 38%
79	VOOVANGUARD INDEX FDS	3,130	$2M	0.2%	TRIM −8%
80	EEMISHARES TR	31,874	$2M	0.2%	TRIM −5%
81	BSCXINVESCO EXCH TRD SLF IDX FD	83,964	$2M	0.2%	ADD 44%
82	COPCONOCOPHILLIPS	12,700	$2M	0.2%	TRIM −20%
83	TMOTHERMO FISHER SCIENTIFIC INC	3,385	$2M	0.2%	TRIM −7%
84	MRSHMARSH & MCLENNAN COS INC	9,446	$2M	0.2%	TRIM −5%
85	BRK.BBERKSHIRE HATHAWAY INC DEL	3,347	$2M	0.2%	TRIM −9%
86	VUGVANGUARD INDEX FDS	3,653	$2M	0.2%	HOLD
87	PGPROCTER AND GAMBLE CO	10,812	$2M	0.2%	TRIM −6%
88	BSCYINVESCO EXCH TRD SLF IDX FD	73,362	$2M	0.2%	ADD 107%
89	IJKISHARES TR	15,078	$2M	0.2%	TRIM −2%
90	BSCTINVESCO EXCH TRD SLF IDX FD	79,090	$1M	0.2%	ADD 6%
91	BSCSINVESCO EXCH TRD SLF IDX FD	71,376	$1M	0.2%	ADD 3%
92	DHRDANAHER CORP DEL	7,511	$1M	0.2%	TRIM −3%
93	BSCUINVESCO EXCH TRD SLF IDX FD	82,160	$1M	0.2%	ADD 10%
94	BSCVINVESCO EXCH TRD SLF IDX FD	82,865	$1M	0.2%	ADD 5%
95	AVGOBROADCOM INC	4,403	$1M	0.2%	HOLD
96	XLESELECT SECTOR SPDR TR	21,834	$1M	0.2%	TRIM −4%
97	BSCRINVESCO EXCH TRD SLF IDX FD	67,950	$1M	0.2%	TRIM −28%
98	XLKSELECT SECTOR SPDR TR	9,609	$1M	0.1%	TRIM −9%
99	KRNYKEARNY FINL CORP MD	166,946	$1M	0.1%	HOLD
100	HONHONEYWELL INTL INC	5,481	$1M	0.1%	TRIM −3%
101	MCKMCKESSON CORP	1,398	$1M	0.1%	HOLD
102	EFAISHARES TR	12,401	$1M	0.1%	TRIM −2%
103	BSCQINVESCO EXCH TRD SLF IDX FD	60,552	$1M	0.1%	TRIM −46%
104	SPGIS&P GLOBAL INC	2,594	$1M	0.1%	HOLD
105	VTIVANGUARD INDEX FDS	3,406	$1M	0.1%	ADD 13%
106	ELVELEVANCE HEALTH INC FORMERLY	3,551	$1M	0.1%	TRIM −13%
107	DVYISHARES TR	6,835	$1M	0.1%	TRIM −9%
108	RYROYAL BK CDA	6,364	$1M	0.1%	HOLD
109	DHID R HORTON INC	7,297	$1M	0.1%	TRIM −6%
110	VBVANGUARD INDEX FDS	3,623	$948,937	0.1%	TRIM −9%
111	ALLEALLEGION PLC	6,502	$944,706	0.1%	TRIM −5%
112	NSCNORFOLK SOUTHN CORP	3,207	$920,409	0.1%	HOLD
113	CSCOCISCO SYS INC	11,789	$914,674	0.1%	HOLD
114	VTVVANGUARD INDEX FDS	4,621	$906,712	0.1%	TRIM −7%
115	TSLATESLA INC	2,404	$893,595	0.1%	TRIM −7%
116	BSCZINVESCO EXCH TRD SLF IDX FD	41,888	$859,542	0.1%	ADD 328%
117	DGROISHARES CORE DIVIDEND GROWTH ETF	12,195	$855,846	0.1%	HOLD
118	HSYHERSHEY CO	4,106	$853,632	0.1%	HOLD
119	QCOMQUALCOMM INC	6,168	$794,316	0.1%	TRIM −14%
120	VEAVANGUARD TAX-MANAGED FDS	12,252	$785,109	0.1%	HOLD
121	GDGENERAL DYNAMICS CORP	2,235	$767,102	0.1%	HOLD
122	IRINGERSOLL RAND INC	9,539	$764,265	0.1%	TRIM −3%
123	PLDPROLOGIS INC.	5,765	$762,032	0.1%	TRIM −17%
124	WFCWELLS FARGO CO NEW	9,494	$755,827	0.1%	ADD 3%
125	ITWILLINOIS TOOL WKS INC	2,901	$755,195	0.1%	HOLD
126	BABOEING CO	3,775	$751,431	0.1%	HOLD
127	FDXFEDEX CORP	2,050	$730,169	0.1%	TRIM −3%
128	ADPAUTOMATIC DATA PROCESSING IN	3,591	$729,527	0.1%	ADD 5%
129	TOLTOLL BROTHERS INC	5,339	$728,614	0.1%	HOLD
130	CLCOLGATE PALMOLIVE CO	8,488	$723,407	0.1%	TRIM −7%
131	EWJISHARES INC	8,551	$722,047	0.1%	HOLD
132	TRVTRAVELERS COMPANIES INC	2,464	$718,570	0.1%	ADD 3%
133	VWOVANGUARD INTL EQUITY INDEX F	13,019	$703,677	0.1%	HOLD
134	NEENEXTERA ENERGY INC	7,036	$653,505	0.1%	HOLD
135	ULUNILEVER PLC	11,447	$652,136	0.1%	TRIM −8%
136	AMATAPPLIED MATLS INC	1,908	$651,966	0.1%	HOLD
137	MDYSPDR S&P MIDCAP 400 ETF TR	1,036	$638,964	0.1%	TRIM −12%
138	NFLXNETFLIX INC	6,563	$631,033	0.1%	TRIM −2%
139	ARWArrow Electronics	4,375	$627,419	0.1%	HOLD
140	SOSOUTHERN CO	6,377	$615,505	0.1%	HOLD
141	CITHE CIGNA GROUP	2,299	$613,281	0.1%	TRIM −4%
142	KOCOCA COLA CO	7,929	$603,001	0.1%	HOLD
143	IJRISHARES TR	4,711	$585,647	0.1%	TRIM −14%
144	FTECFIDELITY COVINGTON TRUST	2,715	$564,942	0.1%	HOLD
145	IEFAISHARES TR	6,160	$557,675	0.1%	HOLD
146	ABTABBOTT LABS	5,328	$547,049	0.1%	HOLD
147	IWFISHARES TR	1,269	$541,102	0.1%	ADD 15%
148	MOG.AMOOG INC	1,800	$526,752	0.1%	HOLD
149	DISDISNEY WALT CO	5,307	$511,442	0.1%	TRIM −7%
150	MGCVanguard Mega Cap ETF	2,163	$511,226	0.1%	HOLD
151	VYMVANGUARD WHITEHALL FDS	3,386	$501,529	0.1%	HOLD
152	CARRCARRIER GLOBAL CORPORATION	8,518	$479,657	0.1%	TRIM −5%
153	TMTOYOTA MOTOR CORP	2,317	$477,511	0.1%	TRIM −3%
154	MSMORGAN STANLEY	2,845	$468,202	0.1%	HOLD
155	PPLPPL CORP	12,237	$467,451	0.1%	TRIM −8%
156	ROMPROSHARES TR	5,851	$458,719	0.1%	HOLD
157	VOVANGUARD INDEX FDS	1,588	$456,124	0.1%	HOLD
158	FITBFIFTH THIRD BANCORP	9,735	$452,289	0.1%	TRIM −4%
159	MTBM & T BK CORP	2,133	$440,934	0.1%	TRIM −4%
160	KMBKIMBERLY-CLARK CORP	4,418	$426,228	0.0%	TRIM −3%
161	MPCMARATHON PETE CORP	1,720	$420,095	0.0%	TRIM −3%
162	SDYSPDR SER TR	2,874	$419,432	0.0%	HOLD
163	UNPUNION PAC CORP	1,658	$402,151	0.0%	HOLD
164	VHTVANGUARD WORLD FD	1,394	$379,629	0.0%	ADD 15%
165	TFCTRUIST FINL CORP	8,057	$370,370	0.0%	NEW
166	SCHWSCHWAB CHARLES CORP	3,862	$362,978	0.0%	TRIM −11%
167	VGTVANGUARD WORLD FD	519	$362,117	0.0%	HOLD
168	LMTLOCKHEED MARTIN CORP	598	$361,426	0.0%	HOLD
169	MCDMCDONALDS CORP	1,128	$350,572	0.0%	TRIM −4%
170	BMYBRISTOL-MYERS SQUIBB CO	5,758	$349,243	0.0%	HOLD
171	MASMASCO CORP	5,581	$336,899	0.0%	TRIM −11%
172	DFACDIMENSIONAL ETF TRUST	8,563	$332,742	0.0%	HOLD
173	XLFSELECT SECTOR SPDR TR	6,563	$324,007	0.0%	TRIM −3%
174	DGXQUEST DIAGNOSTICS INC	1,639	$321,136	0.0%	TRIM −5%
175	CMICUMMINS INC	585	$314,742	0.0%	TRIM −12%
176	SCHDSCHWAB STRATEGIC TR	9,995	$306,637	0.0%	TRIM −11%
177	XLYSELECT SECTOR SPDR TR	2,778	$302,747	0.0%	TRIM −3%
178	FNCLFIDELITY COVINGTON TRUST	4,304	$302,141	0.0%	ADD 5%
179	PPGPPG INDS INC	2,804	$299,745	0.0%	TRIM −5%
180	TXNTEXAS INSTRS INC	1,541	$299,091	0.0%	TRIM −16%
181	TROWPRICE T ROWE GROUP INC	3,121	$281,295	0.0%	TRIM −11%
182	IWSISHARES TR	1,859	$270,931	0.0%	HOLD
183	MOALTRIA GROUP INC	4,047	$267,062	0.0%	TRIM −9%
184	LHXL3HARRIS TECHNOLOGIES INC	770	$265,766	0.0%	HOLD
185	UNHUNITEDHEALTH GROUP INC	974	$263,555	0.0%	TRIM −7%
186	ONEQFIDELITY COMWLTH TR	3,020	$256,429	0.0%	HOLD
187	FHLCFIDELITY COVINGTON TRUST	3,610	$254,000	0.0%	HOLD
188	VZVERIZON COMMUNICATIONS INC	5,050	$253,495	0.0%	TRIM −6%
189	NUENUCOR CORP	1,484	$251,026	0.0%	TRIM −6%
190	PAYXPAYCHEX INC	2,723	$250,843	0.0%	HOLD
191	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	8,415	$245,129	0.0%	NEW
192	AVYAVERY DENNISON CORP	1,370	$236,572	0.0%	TRIM −2%
193	TQQQPROSHARES TR	5,650	$235,492	0.0%	HOLD
194	AONAON PLC	701	$226,269	0.0%	HOLD
195	IAUISHARES GOLD TR	2,555	$225,249	0.0%	NEW
196	AMPAMERIPRISE FINL INC	503	$223,534	0.0%	HOLD
197	ISRGINTUITIVE SURGICAL INC	479	$220,815	0.0%	TRIM −40%
198	IYWISHARES TR	1,217	$220,789	0.0%	HOLD
199	EMREMERSON ELEC CO	1,610	$210,913	0.0%	TRIM −5%
200	VOXVANGUARD WORLD FD	1,150	$206,816	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

176K

177K

188K

186K

185K

$47M

IWRISHARES TR

384K

391K

403K

412K

430K

450K

$44M

NVDANVIDIA CORPORATION

209K

216K

224K

219K

217K

218K

$38M

MSFTMICROSOFT CORP

78K

80K

82K

81K

84K

$31M

IVVISHARES TR

49K

50K

51K

52K

47K

$31M

GOOGLALPHABET INC

103K

105K

110K

111K

107K

102K

$29M

VEUVANGUARD INTL EQUITY INDEX F

260K

249K

245K

247K

249K

328K

$25M

SMLFiShares MSCI Multifactor USA Small-Cap ETF

—

329K

343K

361K

318K

$24M

XSMOINVESCO EXCHANGE TRADED FD T

—

324K

337K

357K

314K

$24M

CWBSPDR SER TR

222K

225K

231K

234K

235K

237K

$22M

IWMISHARES TR

235K

240K

87K

86K

83K

$21M

JPMJPMORGAN CHASE & CO

66K

67K

68K

69K

$20M

AMZNAMAZON COM INC

76K

81K

83K

86K

88K

$18M

VVISA INC

50K

51K

53K

54K

$16M

ACNACCENTURE PLC IRELAND

49K

53K

56K

60K

67K

76K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆River Wealth Advisors LLC