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Ralph Manna

River Wealth Advisors Llc

Assets Managed
$870.757M
Holdings
205
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-2.35%(2Q avg: 0.96%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in River Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 205 positions.

Assets under management

The assets under management (AUM) of River Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 870.757M in assets, with a quarterly growth rate of -2.35% and a 2-quarter average growth rate of 0.96%. The portfolio is managed by Ralph Manna, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.77%
5.38%
$46.827M
184,513 shares@ $253.79 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 4.65%
5.03%
$43.769M
450,160 shares@ $97.24 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.46%
4.37%
$37.981M
217,779 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.91%
3.59%
$31.207M
84,305 shares@ $370.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -8.53%
3.56%
$30.994M
47,449 shares@ $653.22 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.58%
3.37%
$29.294M
101,872 shares@ $287.57 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 31.79%
2.83%
$24.615M
327,769 shares@ $75.11 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Decreased -11.81%
2.76%
$24.004M
317,974 shares@ $75.49 avg price
XSMO
Invesco S&p Smallcap Momentu
Recent Activity
Decreased -11.9%
2.75%
$23.885M
314,190 shares@ $76.03 avg price
CWB
Spdr Bloomberg Convertible S
Recent Activity
Increased 0.79%
2.5%
$21.703M
237,136 shares@ $91.52 avg price

1-10 of 205