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Home > Institutional Investor > River Wealth Advisors Llc > Profile

Instuitional Investor - River Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: River Wealth Advisors Llc
Portfolio Value $870,756,957
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 184,513 $46,827,463 5.38%
2.
Ishares Trust
 IEF 450,160 $43,769,083 5.03%
3.
Nvidia Corp
 NVDA 217,779 $37,980,622 4.36%
4.
Microsoft Corp
 MSFT 84,305 $31,207,003 3.58%
5.
Ishares Trust
 IEF 47,449 $30,994,179 3.56%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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