Long-term investor
River Wealth Advisors LLC @riverwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001642570).
Record
- Tracked since 2025-06-30 (478 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months +10.0% · 1 year +15.4% · all +15.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.7% · long · since 2025-06-30
- 464287499 · 5.4% · long · since 2025-06-30
- NVDA · 4.7% · long · since 2025-06-30
- GOOGL · 3.9% · long · since 2025-06-30
- 464287200 · 3.7% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- 922042775 · 3.0% · long · since 2025-06-30
- 46137V498 · 3.0% · long · since 2025-06-30
- 46434V290 · 2.9% · long · since 2025-06-30
- 78464A359 · 2.7% · long · since 2025-06-30
- 464287655 · 2.5% · long · since 2025-06-30
- 512807306 · 2.5% · long · since 2025-06-30