River Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001642570
13F-HR · 140 reported holdings · 2026-03-31
Reported long-US-equity value
$0.75B
Top-10 concentration
47.5%
River Wealth Advisors LLC — $754M AUM allocation strategy
River Wealth Advisors LLC files SEC Form 13F and reports $754M of long US equity value across 140 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.8%, followed by Financials 13.3% and Communication Services 5.8%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
River Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$754M
total across 140 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +58.4K sh · +$305K+$CMG +21.9K sh · −$371K+$NOW +15.5K sh · −$627K
Biggest trims (shares)
−$IVZ −50.6K sh · +$2.36M−$TRGP −6.66K sh · +$55.9K−$CVX −6.49K sh · +$591K
Exited to nil (held last quarter, gone now)
$T ($303K last qtr)$AJG ($218K last qtr)$BRO ($215K last qtr)$BX ($200K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.2%—
- Asset Management & Custody Banks5.2%—
- Semiconductors5.0%—
- Diversified Banks4.4%—
- Systems Software4.1%—
- Interactive Media & Services3.9%—
- Pharmaceuticals3.0%—
- Broadline Retail2.4%—
- Other holdings65.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 185K | $46.8M | -1.44K | 6.2% |
| $IVZ | Invesco Ltd | 878K | $38.9M | -50.6K | 5.2% |
| $NVDA | NVIDIA Corporation | 218K | $38M | +996 | 5.0% |
| $MSFT | Microsoft Corporation | 84.3K | $31.2M | +3.17K | 4.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 102K | $29.3M | -4.9K | 3.9% |
| $JPM | JP Morgan Chase & Co | 69.1K | $20.3M | +132 | 2.7% |
| $AMZN | Amazon.com Inc | 88K | $18.3M | +1.67K | 2.4% |
| $V | Visa Inc | 53.6K | $16.2M | +620 | 2.1% |
…and 132 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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