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River Street Advisors LLC
River Street Advisors LLC is a registered investment adviser headquartered in Aurora, Illinois, United States. The firm provides portfolio management and financial planning services, focused on retail investors, including individuals (both high net worth and other), as well as charitable organizations and some corporations. Founded as part of Old Second Wealth Management, it operates with a professional team of 12 employees, of whom 75% are investment professionals. The firm primarily serves individuals and families seeking advisory and asset management services.
Investment Strategy
River Street Advisors LLC offers personalized portfolio management and financial planning services, performing quarterly account reviews and tailoring strategies to each client’s needs. The firm charges asset-based fees, incentivizing ongoing account growth through discretionary management. Investment selections are made based on client goals, risk profiles, and financial planning, with active oversight by the CEO or their designees. While the firm mainly manages portfolios for individuals (with a focus on high net worth clients), it also provides planning services for charities and some business entities. River Street Advisors emphasizes long-term growth, diversification, and periodic reviews to align client investments with evolving objectives.
Latest 13F Filing Activity
River Street Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 162 equity positions with a total 13F market value of $258M. The fund increased holdings in Old Second Bancorp Inc. Ill, Apple Inc., Nvidia Corporation among other positions. River Street Advisors LLC reduced exposure to Vanguard Index FDS, Invesco Exch TRD SLF Idx FD, Verizon Communications Inc. among others.
Top Holdings
Equity Positions (162)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IJH | ISHARES TR | 5.58% | $14.4M | 220,578 | $51.69 | $65.26 | +$630.4K |
N NVDA | NVIDIA CORPORATION | 4.11% | $10.6M | 56,762 | $27.25 | $186.58 | +$1.6M |
A AAPL | APPLE INC | 3.09% | $8.0M | 31,335 | $138.41 | $254.63 | +$1.6M |
M MSFT | MICROSOFT CORP | 2.83% | $7.3M | 14,078 | $291.33 | $517.95 | +$417.0K |
S SPLG | SPDR SERIES TRUST | 2.83% | $7.3M | 93,036 | $53.71 | $78.34 | +$669.8K |
Industry Allocation
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