River Wealth Advisors LLC

RIA/Wealth

River Wealth Advisors LLC is a RIA/Wealth based in Camp Hill, PA led by Edward Bernard O'Gorman, reporting $1.3B in AUM as of Q3 2025 with 31% ETF concentration.

CEOEdward Bernard O'Gorman

Portfolio Value: $855.3M
Positions: 203
Top Holding: AAPL at 5.54%
Last Reported: Q3 2025

Address100 Corporate Center Drive, Suite 102, Camp Hill, PA, 17011, United States

Top Holdings

Largest long holdings in River Wealth Advisors LLC's portfolio (38% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$47.4M	5.54%	-$404.9K Sold	0.00% 186.0K shares	Q1 2015 Held for 10y 8m
2 Microsoft MSFT	Software - Infrastructure Technology	$42.4M	4.96%	+$87.0K Bought	0.00% 81.9K shares	Q1 2015 Held for 10y 8m
3 Nvidia NVDA	Semiconductors Technology	$40.9M	4.78%	-$901.9K Sold	0.00% 219.2K shares	Q4 2017 Held for 7y 11m
4 iShares Russell Mid-Cap ETF IWR	ETF ETF	$39.7M	4.65%	+$832.2K Bought	— 411.6K shares	Q1 2020 Held for 5y 8m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$34.6M	4.05%	+$515.4K Bought	— 51.7K shares	Q2 2015 Held for 10y 5m
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$26.9M	3.14%	+$120.3K Bought	0.00% 110.5K shares	Q1 2015 Held for 10y 8m
7 iShares U.S. Small Cap Equity Factor SMLF	ETF ETF	$25.5M	2.98%	+$1.1M Bought	— 343.4K shares	Q2 2025 Held for 5 months
8 Invesco S&P SmallCap Momentum XSMO	ETF ETF	$24.8M	2.90%	+$965.6K Bought	— 337.0K shares	Q2 2025 Held for 5 months
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$21.3M	2.49%	+$118.0K Bought	0.00% 67.6K shares	Q1 2015 Held for 10y 8m
10 SPDR Bloomberg Convertible Securities ETF CWB	ETF ETF	$21.2M	2.48%	+$287.3K Bought	— 234.1K shares	Q1 2016 Held for 9y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in River Wealth Advisors LLC's latest filing

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Market Value

$855.3M

Prior: $804.5M

Q/Q Change

+6.32%

+$50.8M

Net Flows % of MV

-0.128%

Turnover Ratio

2.83%

New Purchases

2 stocks

$747.3K

Added To

72 stocks

+$22.3M

Sold Out Of

6 stocks

$10.1M

Reduced Holdings

104 stocks

-$14.0M

Increased Positions

Position	Shares Δ	Change
1 Schwab 1000 Index ETF SCHK	New	0 → 19.5K +$626.8K
2 JPC Nuveen Preferred & Income Opportunities Fund JPC	New	0 → 14.7K +$120.4K
3 Walmart WMT	+268.41%	15.1K → 55.6K +$4.2M
4 iShares Core Dividend Growth DGRO	+62.99%	8.1K → 13.2K +$347.3K
5 Digital Realty DLR	+32.8%	13.1K → 17.5K +$745.6K

Decreased Positions

Position	Shares Δ	Change
1 lululemon athletica LULU	Sold	24.6K → 0 −$5.9M
2 Constellation Brands STZ	Sold	20.7K → 0 −$3.4M
3 Cardinal Health CAH	Sold	1.5K → 0 −$253.7K
4 McCormick & Company, Incorporated MKC	Sold	3.0K → 0 −$225.9K
5 Fidelity MSCI Industrials Index FIDU	Sold	2.7K → 0 −$210.5K