Notify me when River Wealth Advisors LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 208 | $891,737,568 | +$44,138,521 | -$21,491,491 | +$22,647,030 | AAPL, IWR, NVDA, MSFT, IVV | 13F-HR | 13 Feb 2026, 16:03 |
| Q3 2025 | 203 | $855,325,300 | +$24,180,869 | -$24,145,261 | +$35,608 | AAPL, MSFT, NVDA, IWR, IVV | 13F-HR | 12 Nov 2025, 11:28 |
| Q2 2025 | 202 | $804,492,654 | +$85,630,047 | -$56,159,198 | +$29,470,849 | MSFT, AAPL, IWR, NVDA, IVV | 13F-HR | 13 Aug 2025, 13:36 |
| Q1 2025 | 197 | $719,518,181 | +$22,891,590 | -$28,936,152 | -$6,044,562 | IWM, AAPL, IWR, MSFT, IVV | 13F-HR | 14 May 2025, 10:54 |
| Q4 2024 | 206 | $754,446,168 | +$60,856,465 | -$48,334,610 | +$12,521,855 | IWM, AAPL, IWR, MSFT, IVV | 13F-HR | 13 Feb 2025, 11:05 |
| Q3 2024 | 208 | $750,226,359 | +$41,406,942 | -$24,546,941 | +$16,860,001 | IWM, AAPL, MSFT, IWR, IVV | 13F-HR | 12 Nov 2024, 11:17 |
| Q2 2024 | 193 | $697,244,196 | +$44,335,326 | -$22,521,509 | +$21,813,817 | IWM, AAPL, MSFT, IWR, NVDA | 13F-HR | 13 Aug 2024, 09:57 |
| Q1 2024 | 208 | $687,945,414 | +$33,856,142 | -$25,455,680 | +$8,400,462 | IWM, MSFT, AAPL, IWR, IVV | 13F-HR | 14 May 2024, 13:09 |
| Q4 2023 | 207 | $626,223,331 | +$22,743,758 | -$18,765,642 | +$3,978,116 | IWM, AAPL, MSFT, IWR, IVV | 13F-HR | 13 Feb 2024, 11:04 |
| Q3 2023 | 200 | $559,014,669 | +$11,790,245 | -$19,857,585 | -$8,067,340 | IWM, AAPL, MSFT, IWR, IVV | 13F-HR | 13 Nov 2023, 16:54 |
| Q2 2023 | 211 | $589,353,673 | +$14,494,858 | -$11,092,477 | +$3,402,381 | AAPL, IWM, MSFT, IWR, IVV | 13F-HR | 09 Aug 2023, 09:29 |
| Q1 2023 | 207 | $549,593,311 | +$26,323,435 | -$18,903,321 | +$7,420,114 | AAPL, IWM, MSFT, IWR, IVV | 13F-HR | 11 May 2023, 15:12 |
| Q4 2022 | 207 | $519,128,301 | +$27,219,659 | -$9,113,974 | +$18,105,685 | IWM, AAPL, IWR, IVV, VEU | 13F-HR | 10 Feb 2023, 15:09 |
| Q3 2022 | 197 | $463,570,000 | +$21,248,860 | -$61,539,751 | -$40,290,891 | AAPL, IWM, IVV, MSFT, IWR | 13F-HR | 14 Nov 2022, 11:05 |
| Q2 2022 | 212 | $542,343,000 | +$23,767,962 | -$9,715,897 | +$14,052,065 | AAPL, IWM, VEU, IVV, MSFT | 13F-HR | 10 Aug 2022, 12:54 |
| Q1 2022 | 221 | $625,872,000 | +$25,177,939 | -$3,907,574 | +$21,270,365 | AAPL, IWM, VEU, IVV, MSFT | 13F-HR | 09 May 2022, 15:51 |
| Q4 2021 | 222 | $644,540,000 | +$26,977,741 | -$13,116,178 | +$13,861,563 | AAPL, VEU, MSFT, IWM, IVV | 13F-HR | 11 Feb 2022, 14:53 |
| Q3 2021 | 216 | $583,361,000 | +$21,193,874 | -$2,693,743 | +$18,500,131 | AAPL, VEU, IWM, IVV, MSFT | 13F-HR | 12 Nov 2021, 08:56 |
| Q2 2021 | 213 | $571,102,000 | +$12,835,888 | -$5,805,060 | +$7,030,828 | AAPL, VEU, IWM, IVV, VBK | 13F-HR | 06 Aug 2021, 13:49 |
| Q1 2021 | 209 | $532,469,000 | +$45,384,861 | -$3,672,325 | +$41,712,536 | AAPL, VEU, IWM, VBK, IVV | 13F-HR | 11 May 2021, 15:22 |
| Q4 2020 | 203 | $462,278,000 | +$37,363,174 | -$5,459,546 | +$31,903,628 | AAPL, VEU, IWM, CWB, MSFT | 13F-HR | 16 Feb 2021, 14:00 |
| Q3 2020 | 199 | $382,979,000 | +$49,502,319 | -$8,224,748 | +$41,277,571 | AAPL, VEU, BND, MSFT, IWM | 13F-HR | 10 Nov 2020, 14:46 |
| Q2 2020 | 181 | $329,278,000 | +$33,506,667 | -$3,398,521 | +$30,108,146 | AAPL, BND, VEU, MSFT, IWM | 13F-HR | 11 Aug 2020, 14:15 |
| Q1 2020 | 158 | $250,365,000 | +$36,035,711 | -$17,080,011 | +$18,955,700 | BND, AAPL, VEU, MSFT, IWM | 13F-HR | 05 May 2020, 10:55 |
| Q4 2019 | 164 | $295,752,000 | +$19,805,616 | -$9,361,864 | +$10,443,752 | BND, AAPL, CWB, EFA, MSFT | 13F-HR | 07 Feb 2020, 11:42 |
| Q3 2019 | 159 | $264,662,000 | +$7,664,306 | -$3,342,519 | +$4,321,787 | BND, AAPL, CWB, EFA, SYK | 13F-HR | 29 Oct 2019, 10:50 |
| Q2 2019 | 160 | $256,308,000 | +$10,981,679 | -$3,754,716 | +$7,226,963 | BND, AAPL, EFA, CWB, SYK | 13F-HR | 30 Jul 2019, 16:35 |
| Q1 2019 | 153 | $238,814,000 | +$5,392,493 | -$17,250,872 | -$11,858,379 | BND, AAPL, EFA, SYK, CWB | 13F-HR | 07 May 2019, 12:40 |
| Q4 2018 | 536 | $224,900,000 | +$6,989,126 | -$16,671,448 | -$9,682,322 | BND, AAPL, EFA, CWB, SYK | 13F-HR | 25 Jan 2019, 12:47 |
| Q3 2018 | 571 | $271,270,000 | +$7,698,392 | -$7,186,551 | +$511,841 | BND, AAPL, EFA, CWB, IJJ | 13F-HR | 09 Nov 2018, 15:57 |
| Q2 2018 | 570 | $257,099,000 | +$24,194,492 | -$7,137,691 | +$17,056,801 | BND, AAPL, EFA, IJJ, CWB | 13F-HR | 13 Aug 2018, 11:41 |
| Q1 2018 | 161 | $237,190,000 | +$6,732,692 | -$4,923,611 | +$1,809,081 | BND, AAPL, EFA, IJJ, CWB | 13F-HR | 02 May 2018, 16:16 |
| Q4 2017 | 163 | $240,489,000 | +$11,438,190 | -$5,570,284 | +$5,867,906 | BND, AAPL, IJJ, EFA, JPM | 13F-HR | 09 Feb 2018, 14:43 |
| Q3 2017 | 155 | $221,089,000 | +$7,172,685 | -$7,179,995 | -$7,310 | BND, AAPL, IJJ, CWB, JPM | 13F-HR | 06 Nov 2017, 16:57 |
| Q2 2017 | 158 | $214,838,000 | +$9,352,060 | -$4,763,468 | +$4,588,592 | BND, IJJ, AAPL, JPM, SYK | 13F-HR | 28 Jul 2017, 10:50 |
| Q1 2017 | 153 | $206,068,000 | +$11,071,890 | -$10,208,913 | +$862,977 | BND, AAPL, IJJ, JPM, DIS | 13F-HR | 12 May 2017, 16:36 |
| Q4 2016 | 151 | $197,619,000 | +$14,801,725 | -$5,876,001 | +$8,925,724 | BND, IJJ, AAPL, CVX, BBT | 13F-HR | 17 Feb 2017, 12:58 |
| Q3 2016 | 148 | $180,882,000 | +$8,461,224 | -$6,218,608 | +$2,242,616 | BND, IJJ, AAPL, CVX, COR | 13F-HR | 02 Nov 2016, 11:46 |
| Q2 2016 | 151 | $174,174,000 | +$9,132,342 | -$4,208,181 | +$4,924,161 | BND, IJJ, AAPL, CVX, COR | 13F-HR | 05 Aug 2016, 14:21 |
| Q1 2016 | 146 | $167,369,000 | +$11,955,812 | -$4,514,352 | +$7,441,460 | BND, IJJ, AAPL, COR, MYL | 13F-HR | 27 Apr 2016, 15:35 |
| Q4 2015 | 142 | $157,861,000 | +$15,493,388 | -$10,234,052 | +$5,259,336 | BND, IJJ, COR, AAPL, MYL | 13F-HR | 19 Jan 2016, 14:51 |
| Q3 2015 | 136 | $145,634,000 | +$5,971,322 | -$2,107,218 | +$3,864,104 | BND, IJJ, COR, AAPL, DIS | 13F-HR | 26 Oct 2015, 10:47 |
| Q2 2015 | 137 | $157,335,000 | +$7,971,204 | -$9,407,687 | -$1,436,483 | IJJ, BND, COR, MYL, AAPL | 13F-HR | 13 Jul 2015, 14:18 |
| Q1 2015 | 142 | $161,560,000 | $0 | $0 | $0 | IJJ, BND, COR, AAPL, MYL | 13F-HR | 15 May 2015, 14:31 |