Titelia

Holdings of River Wealth Advisors LLC

188 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 39.2 % of the equity sleeve

Sector breakdown

  • Technology 18.6 %
  • Funds 13.8 %
  • Financials 10.0 %
  • Communication 7.9 %
  • Health care 7.9 %
  • Consumer discretionary 5.8 %
  • Industrials 4.7 %
  • Consumer staples 3.7 %
  • Energy 1.8 %
  • Utilities 1.2 %
  • Materials 1.2 %
  • Real estate 0.6 %
  • Unattributed 22.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • JP 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US187801M $99.94 %
2JP1477.5K $0.06 %

Positions

RankCompanySharesValueWeight
101Tesla Inc 2,404893.6K $
102iShares Core Dividend Growth ETF 12,195855.8K $
103Hershey Co/The 4,106853.6K $
104QUALCOMM Inc 6,168794.3K $
105Vanguard FTSE Developed Markets ETF 12,252785.1K $
106General Dynamics Corp 2,235767.1K $
107Ingersoll Rand Inc 9,539764.3K $
108Prologis Inc 5,765762K $
109Wells Fargo & Co 9,494755.8K $
110Illinois Tool Works Inc 2,901755.2K $
111Boeing Co/The 3,775751.4K $
112FedEx Corp 2,050730.2K $
113Automatic Data Processing Inc 3,591729.5K $
114Toll Brothers Inc 5,339728.6K $
115Colgate-Palmolive Co 8,488723.4K $
116iShares MSCI Japan ETF 8,551722K $
117Travelers Cos Inc/The 2,464718.6K $
118Vanguard International Equity Index Funds 13,019703.7K $
119NextEra Energy Inc 7,036653.5K $
120Unilever PLC 11,447652.1K $
121Applied Materials Inc 1,908652K $
122State Street SPDR S&P MidCap 400 ETF Trust 1,036639K $
123Netflix Inc 6,563631K $
124Arrow Electronics Inc 4,375627.4K $
125Southern Co/The 6,377615.5K $
126Cigna Group/The 2,299613.3K $
127Coca-Cola Co/The 7,929603K $
128iShares Core S&P Small-Cap ETF 4,711585.6K $
129FIDELITY COVINGTON TRUST 2,715564.9K $
130iShares Core MSCI EAFE ETF 6,160557.7K $
131Abbott Laboratories 5,328547K $
132iShares Russell 1000 Growth ETF 1,269541.1K $
133Moog Inc 1,800526.8K $
134Walt Disney Co/The 5,307511.4K $
135VANGUARD WORLD FUND 2,163511.2K $
136Vanguard High Dividend Yield E 3,386501.5K $
137Carrier Global Corp 8,518479.7K $
138Toyota Motor Corp 2,317477.5K $
139Morgan Stanley 2,845468.2K $
140PPL Corp 12,237467.5K $
141ProShares Ultra Technology 5,851458.7K $
142Vanguard Mid-Cap ETF 1,588456.1K $
143Fifth Third Bancorp 9,735452.3K $
144M&T Bank Corp 2,133440.9K $
145Kimberly-Clark Corp 4,418426.2K $
146Marathon Petroleum Corp 1,720420.1K $
147State Street SPDR S&P Dividend ETF 2,874419.4K $
148Union Pacific Corp 1,658402.2K $
149Vanguard World Fund 1,394379.6K $
150Truist Financial Corp 8,057370.4K $
151Charles Schwab Corp/The 3,862363K $
152Vanguard Information Technology ETF 519362.1K $
153Lockheed Martin Corp 598361.4K $
154McDonald's Corp. 1,128350.6K $
155Bristol-Myers Squibb Co 5,758349.2K $
156Masco Corp 5,581336.9K $
157Dimensional ETF Trust 8,563332.7K $
158Select Sector Spdr Trust 6,563324K $
159Quest Diagnostics Inc 1,639321.1K $
160Cummins Inc 585314.7K $
161Schwab US Dividend Equity ETF 9,995306.6K $
162Select Sector Spdr Trust 2,778302.7K $
163FIDELITY COVINGTON TRUST 4,304302.1K $
164PPG Industries Inc 2,804299.7K $
165Texas Instruments Inc 1,541299.1K $
166T Rowe Price Group Inc 3,121281.3K $
167iShares Russell Mid-Cap Value 1,859270.9K $
168Altria Group, Inc. 4,047267.1K $
169L3Harris Technologies Inc 770265.8K $
170UnitedHealth Group Inc 974263.6K $
171FIDELITY COVINGTON TRUST 3,610254K $
172Verizon Communications Inc 5,050253.5K $
173Nucor Corp 1,484251K $
174Paychex Inc 2,723250.8K $
175Schwab Strategic Trust 8,415245.1K $
176Avery Dennison Corp 1,370236.6K $
177ProShares Trust 5,650235.5K $
178Ishares Gold Trust 2,555225.2K $
179Ameriprise Financial Inc 503223.5K $
180Intuitive Surgical Inc 479220.8K $
181iShares U.S. Technology ETF 1,217220.8K $
182Emerson Electric Co. 1,610210.9K $
183Vanguard World Fund 1,150206.8K $
184CH Robinson Worldwide Inc 1,244206.6K $
185Palantir Technologies Inc 1,397204.4K $
186Entergy Corp 1,806202.9K $
187AMETEK Inc 937200.9K $
188Nuveen Preferred & Income Opportunities Fund 14,688110.7K $