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Portfolio (Quarterly) Guide ↗

River Wealth Advisors LLC

· CIK 0001642570
13F Portfolio $892M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 208 New
Page 3 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TT TRANE TECHNOLOGIES PLC Industrials 14,400.0 $5.6M 0.63% NEW $389.20 +14.9%
42 SLQD ISHARES TR 108,095.0 $5.5M 0.61% NEW $50.70 -0.6%
43 CVX CHEVRON CORP NEW Energy 35,487.0 $5.4M 0.61% NEW $152.41 +20.7%
44 CSL CARLISLE COS INC Industrials 16,024.0 $5.1M 0.57% NEW $319.87 +5.6%
45 TTEK TETRA TECH INC NEW Industrials 145,804.0 $4.9M 0.55% NEW $33.54 -16.9%
46 TRGP TARGA RES CORP Energy 26,071.0 $4.8M 0.54% NEW $184.50 +44.6%
47 FCX FREEPORT-MCMORAN INC Basic Materials 90,953.0 $4.6M 0.52% NEW $50.79 +23.8%
48 AMGN AMGEN INC Healthcare 13,678.0 $4.5M 0.50% NEW $327.32 +2.4%
49 COF CAPITAL ONE FINL CORP Financial Services 18,413.0 $4.5M 0.50% NEW $242.36 -23.0%
50 CAT CATERPILLAR INC Industrials 7,662.0 $4.4M 0.49% NEW $572.90 +54.9%
51 XOM EXXON MOBIL CORP Energy 34,297.0 $4.1M 0.46% NEW $120.34 +24.1%
52 IJH ISHARES TR 61,384.0 $4.1M 0.45% NEW $66.00 +11.9%
53 CCJ CAMECO CORP Energy 43,699.0 $4.0M 0.45% NEW $91.49 +16.4%
54 TEL TE CONNECTIVITY PLC Technology 17,380.0 $4.0M 0.44% NEW $227.51 -9.1%
55 QQQ INVESCO QQQ TR Financial Services 6,416.0 $3.9M 0.44% NEW $614.31 +18.5%
56 IJJ ISHARES TR 29,058.0 $3.8M 0.43% NEW $131.59 +7.6%
57 RTX RTX CORPORATION Industrials 20,466.0 $3.8M 0.42% NEW $183.40 -2.9%
58 PH PARKER-HANNIFIN CORP Industrials 4,000.0 $3.5M 0.39% NEW $879.02 -4.3%
59 VXF VANGUARD INDEX FDS 16,391.0 $3.4M 0.38% NEW $209.13 +11.8%
60 ABBV ABBVIE INC Healthcare 14,872.0 $3.4M 0.38% NEW $228.49 -5.2%
Page 3 of 11  ·  208 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.2%
Financial Services 18.1%
Communication Services 11.5%
Industrials 10.2%
Healthcare 8.5%
Consumer Cyclical 8.5%
Consumer Defensive 4.3%
Energy 3.6%
Basic Materials 1.8%
Utilities 1.7%