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
1Apple Inc 184,51346.8M $
2iShares Trust 450,16043.8M $
3NVIDIA Corp 217,77938M $
4Microsoft Corp 84,30531.2M $
5iShares Core S&P 500 ETF 47,44931M $
6Alphabet Inc 101,87229.3M $
7Vanguard FTSE All-World ex-US ETF 327,76924.6M $
8iShares Trust 317,97424M $
9Invesco Exchange-Traded Fund Trust 314,19023.9M $
10SPDR Series Trust 237,13621.7M $
11iShares Russell 2000 ETF 83,01320.6M $
12JPMorgan Chase & Co 69,12420.3M $
13Amazon.com Inc 88,00718.3M $
14Visa Inc 53,56816.2M $
15iShares Core MSCI Emerging Markets ETF 209,19914.6M $
16T-Mobile US Inc 68,21414.3M $
17Cencora Inc 42,51613.4M $
18TJX Cos Inc/The 82,96113.2M $
19Bank of America Corp 263,87312.9M $
20Merck & Co Inc 93,10211.2M $
21Eli Lilly & Co 12,05611.1M $
22Lam Research Corp 50,27810.7M $
23Take-Two Interactive Software Inc 51,40410.2M $
24PepsiCo Inc 60,8869.5M $
25Stryker Corp 27,3029M $
26Blackrock Inc 8,7698.4M $
27Walmart Inc 64,2968M $
28Waste Management Inc 33,3447.7M $
29Chipotle Mexican Grill Inc 236,9637.6M $
30Deere & Co 12,6087.1M $
31Costco Wholesale Corp 6,7866.8M $
32Caterpillar Inc 9,4946.7M $
33ServiceNow Inc 61,8026.5M $
34Salesforce Inc 32,8046.1M $
35Alphabet Inc 21,3206.1M $
36Chevron Corp 28,9996M $
37Mastercard Inc 10,8445.4M $
38Exxon Mobil Corp 30,9575.3M $
39Freeport-McMoRan Inc 88,7995.2M $
40iShares 0-5 Year Investment Gr 103,1305.2M $
41Oracle Corp 34,5885.1M $
42Constellation Energy Corp. 17,9115M $
43Carlisle Cos Inc 14,9605M $
44Invesco S&P 500 Equal Weight ETF 25,6194.9M $
45Targa Resources Corp 19,4074.9M $
46Amgen Inc 13,2394.7M $
47iShares Core S&P Mid-Cap ETF 61,0434.1M $
48Tetra Tech Inc 133,2604M $
49Digital Realty Trust Inc 21,9324M $
50RTX Corp 20,2453.9M $
51iShares S&P Mid-Cap 400 Value ETF 28,7043.8M $
52Invesco QQQ Trust Series 1 6,3673.7M $
53Air Products and Chemicals Inc 12,3063.6M $
54Parker-Hannifin Corp 3,9043.5M $
55Johnson & Johnson 13,6563.3M $
56Capital One Financial Corp 17,5943.2M $
57PulteGroup Inc 27,1033.2M $
58Vanguard Extended Market ETF 15,1993.1M $
59Public Service Enterprise Group Inc 37,3883M $
60PNC Financial Services Group Inc/The 14,3523M $
61AbbVie Inc 13,7173M $
62Goldman Sachs Group Inc/The 3,1742.7M $
63Lowe's Cos Inc 11,1552.6M $
64Home Depot Inc/The 7,1872.4M $
65Vanguard Index Funds 7,6702.3M $
66iShares Trust 6,3982.3M $
67Meta Platforms Inc 3,9752.3M $
68State Street SPDR S&P 500 ETF Trust 3,4142.2M $
69Phillips 66 11,9102.2M $
70Invesco BulletShares 2032 Corp 94,6441.9M $
71Vanguard S&P 500 ETF 3,1301.9M $
72iShares MSCI Emerging Markets ETF 31,8741.8M $
73Invesco BulletShares 2033 Corp 83,9641.8M $
74ConocoPhillips 12,7001.7M $
75Thermo Fisher Scientific Inc 3,3851.7M $
76Marsh & McLennan Cos Inc 9,4461.6M $
77Berkshire Hathaway Inc 3,3471.6M $
78Vanguard Growth ETF 3,6531.6M $
79Procter & Gamble Co/The 10,8121.6M $
80Invesco BulletShares 2034 Corp 73,3621.5M $
81iShares S&P Mid-Cap 400 Growth ETF 15,0781.5M $
82Danaher Corp 7,5111.4M $
83Invesco BulletShares 2030 Corp 82,1601.4M $
84Invesco Bulletshares 2031 Corp 82,8651.4M $
85Broadcom Inc 4,4031.4M $
86Select Sector Spdr Trust 21,8341.3M $
87SELECT SECTOR SPDR TRUST (THE) 9,6091.3M $
88Kearny Financial Corp/MD 166,9461.3M $
89Honeywell International Inc 5,4811.2M $
90McKesson Corp 1,3981.2M $
91iShares MSCI EAFE ETF 12,4011.2M $
92S&P Global Inc 2,5941.1M $
93Vanguard Total Stock Market ETF 3,4061.1M $
94Elevance Health Inc 3,5511M $
95iShares Select Dividend ETF 6,8351M $
96DR Horton Inc 7,2971M $
97Vanguard Small-Cap ETF 3,623948.9K $
98Norfolk Southern Corp 3,207920.4K $
99Cisco Systems, Inc. 11,789914.7K $
100Vanguard Value ETF 4,621906.7K $