Fund HoldingsRiver Wealth Advisors LLC

Total Portfolio Value
$955.73M
Total Bought
$135.74M
Total Sold
$112.27M
Net Transaction
+$23.47M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR CONV ETF
0238,819+238,819025,7492.69%+25,749
LAM RESEARCH CORP(LRCX)50,27855,083+4,80510,74223,8692.50%+13,127
ALPHABET INC(GOOG)0104,472+104,472037,3353.91%+37,335
APPLE INC(AAPL)0188,343+188,343054,4995.70%+54,499
ISHARES TR450,160463,864+13,70443,76951,1735.35%+7,404
NVIDIA CORPORATION(NVDA)0224,298+224,298044,8804.70%+44,880
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
0309,168+309,168028,9473.03%+28,947
BROADCOM INC(AVGO)016,331+16,33106,1690.65%+6,169
VANGUARD INTL EQUITY INDEX F327,769346,676+18,90724,61529,0343.04%+4,419
ISHARES TR047,211+47,211035,3563.70%+35,356
ISHARES TR
US SML CAP EQT
0315,394+315,394028,1142.94%+28,114
ISHARES INC
CORE MSCI EMKT
209,199224,173+14,97414,59218,5711.94%+3,979
AMAZON COM INC(AMZN)092,713+92,713022,0972.31%+22,097
CATERPILLAR INC(CAT)9,4949,782+2886,72610,4171.09%+3,691
ISHARES TR080,655+80,655024,2332.54%+24,233
ELI LILLY & CO(LLY)011,881+11,881014,2511.49%+14,251
MARVELL TECHNOLOGY INC(MRVL)010,505+10,50503,1290.33%+3,129
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)052,985+52,985013,2451.39%+13,245
PALO ALTO NETWORKS INC(PANW)08,177+8,17702,7890.29%+2,789
EATON CORP PLC(ETN)37,31437,334+2013,34615,9091.66%+2,563
JPMORGAN CHASE & CO(JPM)069,572+69,572022,7732.38%+22,773
VISA INC(V)053,928+53,928018,5021.94%+18,502
CISCO SYS INC(CSCO)11,78927,271+15,4829153,2030.34%+2,289
BANK OF AMER CORP0265,098+265,098015,1051.58%+15,105
INVESCO EXCH TRD SLF IDX FD
BUL 2033 COR ETF
082,602+82,60201,7390.18%+1,739
MICROSOFT CORP(MSFT)088,060+88,060032,8483.44%+32,848
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,566+8,56601,6320.17%+1,632
INVESCO EXCH TRD SLF IDX FD
BULL 2034 CO ETF
073,793+73,79301,5250.16%+1,525
ALPHABET INC(GOOG)020,957+20,95707,4050.77%+7,405
SELECT SECTOR SPDR TR
ST STR ENERG ETF
021,633+21,63301,1490.12%+1,149
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
25,61927,976+2,3574,9175,9520.62%+1,036
MERCK & CO INC(MRK)93,10295,113+2,01111,19912,2221.28%+1,023
INVESCO QQQ TR06,349+6,34904,6750.49%+4,675
TRANE TECHNOLOGIES PLC(TT)14,24614,007-2395,9376,8800.72%+943
APPLIED MATLS INC1,9082,028+1206521,4660.15%+814
MCCORMICK & CO INC(MKC)015,555+15,55507840.08%+784
DEERE & CO(DE)12,60812,370-2387,1027,8470.82%+745
HONEYWELL INTL INC02,744+2,74406140.06%+614
HONEYWELL AEROSPACE INC02,746+2,74606070.06%+607
PNC FINL SVCS GROUP INC(PNC)014,352+14,35203,5340.37%+3,534
CHUBB LIMITED
COM
37,76337,691-7212,30812,8431.34%+535
VANGUARD INDEX FDS014,844+14,84403,6550.38%+3,655
PULTE GROUP INC(PHM)026,978+26,97803,7020.39%+3,702
ISHARES TR61,04359,871-1,1724,1224,6170.48%+494
GOLDMAN SACHS GROUP INC(GS)03,105+3,10503,1400.33%+3,140
PROSHARES TR
PSHS ULTRA TECH
05,851+5,85109080.10%+908
SPDR SERIES TRUST
ST STR SP DIV
02,874+2,87404370.05%+437
VANGUARD INDEX FDS07,482+7,48202,7360.29%+2,736
ISHARES TR028,497+28,49704,2100.44%+4,210
MCDONALDS CORP(MCD)1,1282,784+1,6563517530.08%+402
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
08,565+8,56503800.04%+380
INTEL CORP(INTC)02,677+2,67703740.04%+374
SCHWAB STRATEGIC TR086,029+86,02903,1720.33%+3,172
ABBVIE INC(ABBV)013,328+13,32803,3540.35%+3,354
MICRON TECHNOLOGY INC(MU)0305+30503520.04%+352
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,563+6,56303520.04%+352
TARGA RES CORP(TRGP)19,40719,457+504,8665,2170.55%+351
NETFLIX INC.(NFLX)6,56313,666+7,1036319760.10%+345
ISHARES TR031,451+31,45102,1520.23%+2,152
THERMO FISHER SCIENTIFIC INC(TMO)03,970+3,97001,9900.21%+1,990
ISHARES TR06,359+6,35902,6040.27%+2,604
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,728+2,72803200.03%+320
KEARNY FINL CORP MD166,946166,94601,2601,5790.17%+319
ARROW ELECTRS INC4,3754,37506279340.10%+306
FREEPORT MCMORAN INC(FCX)88,79987,700-1,0995,2205,5150.58%+296
VANGUARD INDEX FDS03,151+3,15102,1640.23%+2,164
ELEVANCE HEALTH INC FORMERLY(ELV)03,439+3,43901,3300.14%+1,330
ISHARES TR15,07815,266+1881,5171,7940.19%+277
CARLISLE COS INC(CSL)014,518+14,51805,2660.55%+5,266
ADVANCED MICRO DEVICES INC(AMD)0470+47002730.03%+273
STRYKER CORPORATION(SYK)27,30229,350+2,0488,9719,2410.97%+269
ROYAL BK CDA(RY)06,264+6,26401,2960.14%+1,296
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0551+55102630.03%+263
GE AEROSPACE(GE)0701+70102620.03%+262
PARKER-HANNIFIN CORP(PH)03,824+3,82403,7400.39%+3,740
DELTA AIR LINES INC(DAL)02,607+2,60702440.03%+244
CAPITAL ONE FINL CORP(COF)017,183+17,18303,4470.36%+3,447
C H ROBINSON WORLDWIDE IN(CHRW)1,2442,358+1,1142074440.05%+238
MOOG INC(MOG-A)1,8001,80005277630.08%+236
QUALCOMM INC(QCOM)05,567+5,56701,0290.11%+1,029
ISHARES TR0577+57702270.02%+227
PROSHARES TR
ULTRAPRO QQQ
05,650+5,65004580.05%+458
INTERNATIONAL BUSINESS MACHS(IBM)0778+77802190.02%+219
ENERSYS(ENS)0917+91702140.02%+214
VANGUARD INDEX FDS0618+61802120.02%+212
ISHARES TR01,447+1,44702120.02%+212
PUBLIC SVC ENTERPRISE GROUP(PEG)37,38839,894+2,5063,0273,2380.34%+211
CROWDSTRIKE HLDGS INC(CRWD)0272+27202070.02%+207
D R HORTON INC(DHI)07,234+7,23401,1780.12%+1,178
FIDELITY COVINGTON TRUST02,596+2,59607410.08%+741
TEXAS INSTRS INC(TXN)01,528+1,52804560.05%+456
VANGUARD INDEX FDS020,301+20,30101,7490.18%+1,749
TOLL BROTHERS INC(TOL)5,3395,33907298800.09%+151
CARRIER GLOBAL CORPORATION(CARR)8,5188,51804806250.07%+145
VANGUARD INTL EQUITY INDEX F13,01914,191+1,1727048470.09%+143
VANGUARD WORLD FD
INF TECH ETF
04,223+4,22305050.05%+505
UNITEDHEALTH GROUP INC(UNH)0972+97204040.04%+404
HOME DEPOT INC(HD)07,095+7,09502,5020.26%+2,502
DIGITAL RLTY TR INC(DLR)21,93222,713+7813,9524,0790.43%+126
VANGUARD INDEX FDS03,534+3,53401,0710.11%+1,071
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