EdgeMarket › What River Wealth Advisors Llc reported owning
What River Wealth Advisors Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
870.8MPositions
205Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
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| IWR iShares Russell Mid-Cap ETF | 43.8M | 5.0% | 450.2K | 113.44 | +20.4% |
| NVDA NVIDIA CORP | 38.0M | 4.4% | 217.8K | 214.72 | +22.4% |
| MSFT MICROSOFT CORP | 31.2M | 3.6% | 84.3K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 31.0M | 3.6% | 47.4K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 29.3M | 3.4% | 101.9K | 344.82 | +73.0% |
| VEU Vanguard FTSE All World Ex US ETF | 24.6M | 2.8% | 327.8K | 85.69 | +23.3% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 24.0M | 2.8% | 318.0K | 89.29 | +26.8% |
| XSMO Invesco S&P SmallCap Momentum ETF | 23.9M | 2.7% | 314.2K | 86.05 | +22.4% |
| CWB State Street SPDR Bloomberg Convertible Securi | 21.7M | 2.5% | 237.1K | 103.69 | +22.3% |
| IWM iShares Russell 2000 ETF | 20.6M | 2.4% | 83.0K | 299.96 | +33.1% |
| JPM JPMORGAN CHASE & CO | 20.3M | 2.3% | 69.1K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 18.3M | 2.1% | 88.0K | 258.63 | +15.6% |
| V VISA INC. | 16.2M | 1.9% | 53.6K | 371.04 | +7.9% |
| ACN Accenture plc | 15.1M | 1.7% | 76.2K | 185.28 | -27.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 14.6M | 1.7% | 209.2K | 81.57 | +31.9% |
| TMUS T-Mobile US, Inc. | 14.3M | 1.6% | 68.2K | 183.04 | -29.3% |
| COR Cencora, Inc. | 13.4M | 1.5% | 42.5K | 318.04 | +4.7% |
| ETN Eaton Corp plc | 13.3M | 1.5% | 37.3K | 419.20 | +21.1% |
| TJX TJX COMPANIES INC /DE/ | 13.2M | 1.5% | 83.0K | 140.53 | +1.6% |
| BAC BANK OF AMERICA CORP /DE/ | 12.9M | 1.5% | 263.9K | 61.69 | +27.6% |
| CB Chubb Ltd | 12.3M | 1.4% | 37.8K | 340.99 | +21.9% |
| MRK Merck & Co., Inc. | 11.2M | 1.3% | 93.1K | 152.55 | +80.2% |
| LLY ELI LILLY & Co | 11.1M | 1.3% | 12.1K | 1,255.40 | +78.0% |
| LRCX LAM RESEARCH CORP | 10.7M | 1.2% | 50.3K | 314.00 | +216.7% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 10.2M | 1.2% | 51.4K | 239.62 | +4.8% |
| PEP PEPSICO INC | 9.5M | 1.1% | 60.9K | 143.48 | -4.8% |
| SYK STRYKER CORP | 9.0M | 1.0% | 27.3K | 329.45 | -15.9% |
| BLK BlackRock, Inc. | 8.4M | 1.0% | 8.8K | 1,156.55 | +2.5% |
| WMT Walmart Inc. | 8.0M | 0.9% | 64.3K | 103.70 | +1.1% |
| WM WASTE MANAGEMENT INC | 7.7M | 0.9% | 33.3K | 224.06 | -2.6% |
| CMG CHIPOTLE MEXICAN GRILL INC | 7.6M | 0.9% | 237.0K | 36.90 | -14.3% |
| DE DEERE & CO | 7.1M | 0.8% | 12.6K | 647.47 | +31.4% |
| COST COSTCO WHOLESALE CORP /NEW | 6.8M | 0.8% | 6.8K | 947.74 | -4.7% |
| CAT CATERPILLAR INC | 6.7M | 0.8% | 9.5K | 827.90 | +96.8% |
| NOW ServiceNow, Inc. | 6.5M | 0.7% | 61.8K | 128.48 | -27.8% |
| CRM Salesforce, Inc. | 6.1M | 0.7% | 32.8K | 209.17 | -15.1% |
| GOOG Alphabet Inc. | 6.1M | 0.7% | 21.3K | 341.75 | +70.7% |
| CVX CHEVRON CORP | 6.0M | 0.7% | 29.0K | 205.27 | +34.0% |
| TT Trane Technologies plc | 5.9M | 0.7% | 14.2K | 453.43 | +6.4% |
| MA Mastercard Inc | 5.4M | 0.6% | 10.8K | 580.63 | -2.0% |
| XOM ExxonMobil Holdings Corp | 5.3M | 0.6% | 31.0K | 165.11 | +52.1% |
| FCX FREEPORT-MCMORAN INC | 5.2M | 0.6% | 88.8K | 76.66 | +85.6% |
| SLQD iShares 0-5 Year Investment Grade Corporate Bo | 5.2M | 0.6% | 103.1K | 50.16 | -0.9% |
| ORCL ORACLE CORP | 5.1M | 0.6% | 34.6K | 146.47 | -37.7% |
| CEG Constellation Energy Corp | 5.0M | 0.6% | 17.9K | 272.88 | -13.2% |
| CSL CARLISLE COMPANIES INC | 5.0M | 0.6% | 15.0K | 367.68 | -4.2% |
| RSP Invesco S&P 500 Equal Weight ETF | 4.9M | 0.6% | 25.6K | 221.67 | +18.8% |
| TRGP Targa Resources Corp. | 4.9M | 0.6% | 19.4K | 299.10 | +83.6% |
| AMGN AMGEN INC | 4.7M | 0.5% | 13.2K | 439.33 | +48.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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