Riverview Capital Advisers
Latest statistics and disclosures from Riverview Capital Advisers's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, BRK.B, AAPL, MU, VO, and represent 34.01% of Riverview Capital Advisers's stock portfolio.
- Added to shares of these 10 stocks: VO (+$14M), VUG (+$11M), NOW, DKS, HD, VCSH, CRM, IWF, EVLN, CGDV.
- Started 9 new stock positions in DKS, DHR, SPCX, AMD, TSM, EVLN, GDX, LRCX, MS.
- Reduced shares in these 10 stocks: BXP (-$6.8M), MU, AMZN, CARR, , PCLG, SIRI, OTIS, , MKL.
- Sold out of its positions in BXP, CSGP, INDA, MSTR, SIRI, SG, EPI.
- Riverview Capital Advisers was a net buyer of stock by $25M.
- Riverview Capital Advisers has $349M in assets under management (AUM), dropping by 16.39%.
- 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 88 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 7.3 | $25M | -5% | 107k | 238.34 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.3 | $25M | 51k | 500.39 |
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| Apple (AAPL) | 7.2 | $25M | 86k | 289.36 |
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| Micron Technology (MU) | 7.0 | $25M | -8% | 21k | 1154.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 5.3 | $19M | +301% | 229k | 80.57 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.6 | $12M | +563% | 144k | 86.14 |
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| Tesla Motors (TSLA) | 3.5 | $12M | 29k | 420.60 |
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| Fundvantage Tr Pole Focu Gr Etf (PCLG) | 2.8 | $9.9M | -9% | 453k | 21.75 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.7 | $9.6M | +8% | 40k | 236.62 |
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| Park Hotels & Resorts Inc-wi (PK) | 2.7 | $9.3M | 653k | 14.25 |
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 2.5 | $8.7M | +11% | 177k | 49.28 |
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| Microsoft Corporation (MSFT) | 2.5 | $8.6M | 23k | 373.02 |
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| salesforce (CRM) | 2.3 | $8.1M | +22% | 51k | 156.66 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 2.3 | $8.0M | +2% | 231k | 34.62 |
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| Markel Corporation (MKL) | 2.3 | $7.8M | -4% | 4.0k | 1953.01 |
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| United Rentals (URI) | 2.2 | $7.6M | -4% | 6.7k | 1132.87 |
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| Ryder System (R) | 2.1 | $7.4M | -4% | 28k | 263.77 |
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| Home Depot (HD) | 2.1 | $7.4M | +37% | 21k | 352.68 |
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| Servicenow (NOW) | 2.1 | $7.3M | +90% | 74k | 99.28 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.0 | $6.9M | 19k | 370.05 |
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| Carrier Global Corporation (CARR) | 1.9 | $6.5M | -19% | 88k | 73.35 |
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| Simon Property (SPG) | 1.8 | $6.4M | -3% | 29k | 223.65 |
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| Wal-Mart Stores (WMT) | 1.8 | $6.3M | 56k | 113.26 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $6.1M | +5% | 17k | 357.38 |
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| Kinder Morgan (KMI) | 1.6 | $5.7M | -2% | 178k | 31.97 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.6 | $5.4M | 23k | 242.43 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.4 | $5.0M | +59% | 64k | 79.03 |
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| NVIDIA Corporation (NVDA) | 1.4 | $4.9M | +7% | 25k | 200.09 |
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| Eversource Energy (ES) | 1.3 | $4.7M | 64k | 72.27 |
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| Enbridge (ENB) | 1.1 | $3.8M | 70k | 54.21 |
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| Visa Com Cl A (V) | 1.1 | $3.7M | 11k | 343.08 |
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| Dick's Sporting Goods (DKS) | 0.7 | $2.6M | NEW | 11k | 226.81 |
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| AFLAC Incorporated (AFL) | 0.7 | $2.3M | 20k | 117.25 |
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| Tempus Ai Cl A (TEM) | 0.6 | $2.1M | 36k | 57.93 |
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| Labcorp Holdings Com Shs (LH) | 0.6 | $1.9M | 6.9k | 280.00 |
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| Coca-Cola Company (KO) | 0.5 | $1.8M | 23k | 81.27 |
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| AvalonBay Communities (AVB) | 0.5 | $1.7M | 9.1k | 188.69 |
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| Goldman Sachs (GS) | 0.4 | $1.5M | 1.5k | 1011.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.5M | +286% | 12k | 124.18 |
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| Otis Worldwide Corp (OTIS) | 0.4 | $1.4M | -25% | 19k | 71.60 |
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| Starwood Property Trust (STWD) | 0.4 | $1.4M | -15% | 83k | 16.38 |
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| Netflix (NFLX) | 0.3 | $1.2M | 17k | 71.40 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.1M | 9.8k | 114.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.1M | +113% | 7.5k | 148.31 |
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| Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN) | 0.3 | $1.0M | NEW | 21k | 48.50 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $892k | 2.7k | 327.32 |
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| Meta Platforms Cl A (META) | 0.3 | $885k | +4% | 1.6k | 563.26 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $848k | +701% | 7.1k | 119.52 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $770k | -11% | 5.6k | 136.73 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $740k | 991.00 | 746.99 |
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| Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $691k | +3% | 25k | 27.19 |
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| Cava Group Ord (CAVA) | 0.2 | $690k | -5% | 8.8k | 78.48 |
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| Johnson & Johnson (JNJ) | 0.2 | $666k | -11% | 2.6k | 253.98 |
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| Vanguard World Industrial Etf (VIS) | 0.2 | $626k | 1.7k | 360.30 |
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| Eli Lilly & Co. (LLY) | 0.2 | $605k | 504.00 | 1199.49 |
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| Boeing Company (BA) | 0.2 | $553k | +52% | 2.6k | 216.47 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $553k | NEW | 3.2k | 170.88 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $510k | 4.3k | 117.67 |
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| Lithium Argentina Com Shs (LAR) | 0.1 | $503k | 61k | 8.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $492k | 716.00 | 687.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $482k | -3% | 1.6k | 303.15 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $454k | 15k | 29.43 |
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| Pepsi (PEP) | 0.1 | $436k | +7% | 3.2k | 135.41 |
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| Oracle Corporation (ORCL) | 0.1 | $435k | 3.0k | 146.53 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $408k | 7.6k | 53.61 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $377k | NEW | 5.0k | 75.45 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $371k | -2% | 722.00 | 513.79 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $349k | 5.9k | 59.69 |
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| Stryker Corporation (SYK) | 0.1 | $321k | -25% | 1.0k | 314.85 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $305k | NEW | 639.00 | 477.57 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $302k | 2.6k | 114.18 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $298k | 398.00 | 749.14 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.1 | $290k | 6.4k | 45.52 |
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| Advanced Micro Devices (AMD) | 0.1 | $265k | NEW | 456.00 | 580.91 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $262k | 10k | 25.26 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $259k | NEW | 598.00 | 433.33 |
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| Bank of America Corporation (BAC) | 0.1 | $253k | 4.4k | 56.98 |
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| International Business Machines (IBM) | 0.1 | $250k | +2% | 887.00 | 281.27 |
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| Imunon Com New (IMNN) | 0.1 | $248k | 34k | 7.21 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $240k | 1.5k | 156.32 |
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| Danaher Corporation (DHR) | 0.1 | $228k | NEW | 1.2k | 190.43 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $225k | +15% | 490.00 | 459.13 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $216k | -59% | 6.5k | 33.29 |
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| Morgan Stanley Com New (MS) | 0.1 | $205k | NEW | 979.00 | 209.04 |
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| Acv Auctions Com Cl A (ACVA) | 0.0 | $116k | 16k | 7.19 |
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| Indie Semiconductor Class A Com (INDI) | 0.0 | $73k | 16k | 4.49 |
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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 | $23k | 13k | 1.82 |
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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 Q2 filed Aug. 13, 2026
- 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