account_balance
Investment manager · 13F filer · SEC CIK 1964897
River Street Advisors LLC
Reported value$324Mas of Sep 30, 2026
Positions176 8 new, 9 sold out
Top 10 weight36.0%MFSI alone is 7%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MFSIMFS Active Exchange Traded F
7.4%Added +2%
IJHiShares Tr
5.0%
NVDANVIDIA Corp
4.3%Added +3%
AAPLApple Inc.
3.4%Added +3%
SPYMSPDR Series Trust
3.3%
MSFTMicrosoft Corp
2.9%Added +3%
VEAVanguard Tax-Managed FDS
2.6%Added +5%
AVGOBroadcom Inc.
2.5%Added +4%
GOOGLAlphabet Inc.
2.5%Added +4%
BSCRInvesco Exch TRD SLF Idx Fd
2.2%Added +6%
JPMJPMorgan Chase & Co
2.2%Trimmed −8%
VWOVanguard Intl Equity Index F
2.1%Added +7%
MFSIMFS Active Exchange Traded F
7.4%Added +2%
IJHiShares Tr
5.0%
NVDANVIDIA Corp
4.3%+3%
AAPLApple Inc.
3.4%+3%
SPYMSPDR Series Trust
3.3%
MSFTMicrosoft Corp
2.9%
VEAVanguard Tax-Managed FDS
2.6%
AVGOBroadcom Inc.
2.5%
GOOGLAlphabet Inc.
2.5%
BSCR
JPM2.2%VWO2.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MFSI MFS Active Exchange Traded F 7.4% Added +2%
IJH iShares Tr 5.0% Held
NVDA NVIDIA Corp 4.3% Added +3%AAPL Apple Inc. 3.4% Added +3%SPYM SPDR Series Trust 3.3% Held
MSFT Microsoft Corp 2.9% Added +3%VEA Vanguard Tax-Managed FDS 2.6% Added +5%
AVGO Broadcom Inc. 2.5% Added +4%GOOGL Alphabet Inc. 2.5% Added +4%BSCR Invesco Exch TRD SLF Idx Fd 2.2% Added +6%
JPM JPMorgan Chase & Co 2.2% Trimmed −8%VWO Vanguard Intl Equity Index F 2.1% Added +7%
What changed
Biggest moves since Jun 30, 2026
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