Riverview Capital Advisers
Latest statistics and disclosures from Riverview Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AMZN, AAPL, VO, TSLA, and represent 32.31% of Riverview Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: CRM (+$7.9M), CGDV, NOW, VCSH, OTIS, VIG, VUG, VO, IJR, IBIT.
- Started 5 new stock positions in BA, CRM, IJR, OTIS, IBM.
- Reduced shares in these 10 stocks: VB (-$13M), SPG, , TOL, PSA, PSX, VICI, ABNB, VIS, AVB.
- Sold out of its positions in ABNB, DHR, MSTU, EQR, PSX, PSA, TOL, UBER, VICI, ACN.
- Riverview Capital Advisers was a net seller of stock by $-15M.
- Riverview Capital Advisers has $300M in assets under management (AUM), dropping by -9.33%.
- Central Index Key (CIK): 0001962933
Tip: Access up to 7 years of quarterly data
Positions held by Riverview Capital Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Riverview Capital Advisers
Riverview Capital Advisers holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 8.1 | $24M | 51k | 479.20 |
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| Amazon (AMZN) | 7.9 | $24M | 113k | 208.27 |
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| Apple (AAPL) | 7.2 | $22M | -4% | 85k | 253.79 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.5 | $16M | +4% | 57k | 287.18 |
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| Tesla Motors (TSLA) | 3.6 | $11M | 29k | 371.75 |
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| Fundvantage Tr Polen Focus Grow (PCLG) | 3.4 | $10M | 501k | 20.46 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.2 | $9.5M | +9% | 22k | 436.80 |
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| Microsoft Corporation (MSFT) | 2.9 | $8.7M | 23k | 370.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.7 | $8.0M | +20% | 37k | 215.06 |
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| Markel Corporation (MKL) | 2.7 | $8.0M | 4.2k | 1914.07 |
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| salesforce (CRM) | 2.6 | $7.9M | NEW | 42k | 186.67 |
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| Micron Technology (MU) | 2.6 | $7.8M | 23k | 337.84 |
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| Park Hotels & Resorts Inc-wi (PK) | 2.3 | $7.0M | 666k | 10.53 |
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| Wal-Mart Stores (WMT) | 2.3 | $6.8M | +3% | 55k | 124.28 |
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| Boston Properties (BXP) | 2.3 | $6.8M | 130k | 51.90 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 2.2 | $6.7M | +188% | 158k | 42.54 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 2.2 | $6.7M | +4% | 226k | 29.49 |
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| Carrier Global Corporation (CARR) | 2.1 | $6.1M | -2% | 109k | 56.31 |
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| Kinder Morgan (KMI) | 2.0 | $6.1M | 183k | 33.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $6.0M | +5% | 19k | 320.81 |
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| Ryder System (R) | 2.0 | $6.0M | 29k | 204.71 |
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| Simon Property (SPG) | 1.8 | $5.5M | -43% | 30k | 186.53 |
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| United Rentals (URI) | 1.7 | $5.1M | 7.0k | 728.60 |
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| Home Depot (HD) | 1.7 | $5.0M | 15k | 328.90 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.6 | $4.8M | 22k | 213.67 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.7M | +4% | 16k | 287.56 |
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| Eversource Energy (ES) | 1.5 | $4.5M | 65k | 69.28 |
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| Servicenow (NOW) | 1.3 | $4.0M | +2048% | 39k | 104.55 |
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| NVIDIA Corporation (NVDA) | 1.3 | $4.0M | 23k | 174.40 |
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| Enbridge (ENB) | 1.3 | $3.8M | 71k | 54.14 |
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| Visa Com Cl A (V) | 1.1 | $3.3M | +3% | 11k | 302.23 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.1 | $3.2M | +248% | 40k | 79.27 |
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| AFLAC Incorporated (AFL) | 0.7 | $2.2M | 20k | 109.71 |
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| Otis Worldwide Corp (OTIS) | 0.7 | $2.0M | NEW | 26k | 77.08 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.8M | 6.9k | 266.82 |
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| Coca-Cola Company (KO) | 0.6 | $1.7M | 22k | 76.05 |
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| Starwood Property Trust (STWD) | 0.6 | $1.7M | -10% | 98k | 17.22 |
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| Tempus Ai Cl A (TEM) | 0.5 | $1.6M | 36k | 45.22 |
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| Netflix (NFLX) | 0.5 | $1.6M | 17k | 96.15 |
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| AvalonBay Communities (AVB) | 0.5 | $1.5M | -44% | 9.2k | 163.36 |
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| Ishares Tr Msci India Etf (INDA) | 0.5 | $1.4M | +11% | 29k | 46.84 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.3M | 3.1k | 426.41 |
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| Goldman Sachs (GS) | 0.4 | $1.3M | 1.5k | 846.03 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.4 | $1.1M | 9.8k | 114.82 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | 6.4k | 169.65 |
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| Meta Platforms Cl A (META) | 0.3 | $862k | +9% | 1.5k | 572.11 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $793k | 2.7k | 294.16 |
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| Cava Group Ord (CAVA) | 0.3 | $750k | 9.3k | 80.90 |
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| Siriusxm Holdings Common Stock (SIRI) | 0.2 | $733k | +8% | 32k | 23.08 |
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| Johnson & Johnson (JNJ) | 0.2 | $721k | -58% | 3.0k | 244.45 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $671k | 25k | 27.40 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $643k | +3% | 989.00 | 650.26 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $621k | +162% | 16k | 38.42 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $619k | 886.00 | 698.04 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $541k | -71% | 1.7k | 312.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $494k | 4.3k | 115.00 |
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| Eli Lilly & Co. (LLY) | 0.2 | $468k | 509.00 | 919.80 |
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| Pepsi (PEP) | 0.2 | $467k | -2% | 3.0k | 155.27 |
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| Stryker Corporation (SYK) | 0.2 | $451k | 1.4k | 328.66 |
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| Oracle Corporation (ORCL) | 0.1 | $437k | 3.0k | 147.10 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $436k | NEW | 3.5k | 124.32 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $433k | -96% | 1.7k | 261.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $427k | 714.00 | 597.85 |
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| Lithium Argentina Com Shs (LAR) | 0.1 | $406k | 61k | 6.68 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $395k | -11% | 15k | 25.64 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $376k | 7.6k | 49.37 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $372k | 744.00 | 499.75 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $361k | 8.9k | 40.80 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $336k | 6.4k | 52.76 |
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| Boeing Company (BA) | 0.1 | $334k | NEW | 1.7k | 199.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $316k | 5.8k | 54.05 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $311k | +14% | 2.6k | 118.62 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $259k | 397.00 | 653.34 |
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| Imunon Com New (IMNN) | 0.1 | $248k | 34k | 7.21 |
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| CoStar (CSGP) | 0.1 | $241k | +94% | 6.0k | 40.34 |
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| Strategy Cl A New (MSTR) | 0.1 | $238k | 1.9k | 124.80 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $231k | +4% | 1.5k | 151.44 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $224k | -14% | 10k | 21.62 |
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| Bank of America Corporation (BAC) | 0.1 | $216k | -3% | 4.4k | 48.75 |
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| International Business Machines (IBM) | 0.1 | $210k | NEW | 867.00 | 242.38 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $206k | 425.00 | 484.91 |
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| Sweetgreen Com Cl A (SG) | 0.1 | $178k | +47% | 34k | 5.19 |
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| Acv Auctions Com Cl A (ACVA) | 0.0 | $68k | 16k | 4.24 |
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| Indie Semiconductor Class A Com (INDI) | 0.0 | $53k | 16k | 3.22 |
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| Cellectar Biosciences Com New (CLRB) | 0.0 | $50k | 10k | 4.82 |
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| Sera Prognostics Class A Com (SERA) | 0.0 | $26k | 13k | 2.03 |
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Past Filings by Riverview Capital Advisers
SEC 13F filings are viewable for Riverview Capital Advisers going back to 2022
- Riverview Capital Advisers 2026 Q1 filed May 14, 2026
- Riverview Capital Advisers 2025 Q4 filed Feb. 17, 2026
- Riverview Capital Advisers 2025 Q3 filed Nov. 12, 2025
- Riverview Capital Advisers 2025 Q2 filed Aug. 13, 2025
- Riverview Capital Advisers 2025 Q1 filed May 13, 2025
- Riverview Capital Advisers 2024 Q4 filed Feb. 14, 2025
- Riverview Capital Advisers 2024 Q3 filed Nov. 14, 2024
- Riverview Capital Advisers 2024 Q2 filed Aug. 12, 2024
- Riverview Capital Advisers 2024 Q1 filed May 14, 2024
- Riverview Capital Advisers 2023 Q4 filed Feb. 12, 2024
- Riverview Capital Advisers 2023 Q3 filed Nov. 13, 2023
- Riverview Capital Advisers 2023 Q2 filed Aug. 4, 2023
- Riverview Capital Advisers 2023 Q1 filed May 3, 2023
- Riverview Capital Advisers 2022 Q3 filed Feb. 8, 2023
- Riverview Capital Advisers 2022 Q4 filed Feb. 8, 2023
- Riverview Capital Advisers 2021 Q4 filed Feb. 7, 2023