Riverview Trust
Latest statistics and disclosures from Riverview Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FMUN, IEFA, VV, VEA, AGG, and represent 52.48% of Riverview Trust's stock portfolio.
- Added to shares of these 10 stocks: CSX, NSC, UNP, WAT, BNDX, IEFA, BBJP, GOVT, BND, VCIT.
- Started 11 new stock positions in BBAX, WAT, BBEU, VCIT, BBJP, BNDX, MBB, GOVT, BND, BBCA. NSC.
- Reduced shares in these 10 stocks: BAC.PL, WFC.PL, UL, FMX, , SU, META, GOOG, HON, SHEL.
- Sold out of its positions in ARKK, AstraZeneca, ADP, BAC.PL, STEX, DNP, DPZ, DOW, DD, FMX.
- Riverview Trust was a net seller of stock by $-1.8M.
- Riverview Trust has $81M in assets under management (AUM), dropping by -2.24%.
- Central Index Key (CIK): 0001593600
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Portfolio Holdings for Riverview Trust
Riverview Trust holds 202 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 | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr (FMUN) | 21.5 | $17M | 352k | 49.63 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 17.5 | $14M | 157k | 90.53 |
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| Vanguard Large-Cap ETF (VV) | 6.5 | $5.3M | 18k | 298.85 |
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| Vanguard Europe Pacific ETF (VEA) | 3.8 | $3.1M | 48k | 64.08 |
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| iShares Lehman Aggregate Bond (AGG) | 3.2 | $2.6M | 26k | 99.27 |
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| KLA-Tencor Corporation (KLAC) | 2.7 | $2.2M | 1.5k | 1472.41 |
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| Microsoft Corporation (MSFT) | 2.1 | $1.7M | 4.7k | 370.17 |
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| Vanguard S&p 500 Etf idx (VOO) | 2.0 | $1.6M | 2.7k | 597.55 |
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| Seagate Technology (STX) | 1.8 | $1.5M | 3.8k | 391.76 |
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| Vanguard Total Stock Market ETF (VTI) | 1.8 | $1.5M | 4.6k | 320.81 |
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| Broadcom (AVGO) | 1.7 | $1.4M | 4.4k | 309.51 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $1.2M | 3.9k | 294.16 |
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| Deere & Company (DE) | 1.4 | $1.1M | 2.0k | 563.30 |
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| Vanguard Mid-Cap ETF (VO) | 1.4 | $1.1M | 3.9k | 287.18 |
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| Vanguard Small-Cap ETF (VB) | 1.3 | $1.0M | -3% | 3.9k | 261.92 |
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| Berkshire Hathaway (BRK.B) | 1.2 | $984k | 2.1k | 479.20 |
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| Apple (AAPL) | 1.1 | $920k | 3.6k | 253.79 |
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| Costco Wholesale Corporation (COST) | 1.0 | $800k | 803.00 | 996.43 |
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| Johnson & Johnson (JNJ) | 0.9 | $715k | 2.9k | 244.44 |
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| Lowe's Companies (LOW) | 0.9 | $715k | 3.0k | 236.28 |
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| Abbvie (ABBV) | 0.9 | $694k | 3.2k | 217.49 |
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| Blackrock (BLK) | 0.7 | $563k | -2% | 585.00 | 961.71 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.7 | $558k | 7.2k | 77.11 |
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| Illinois Tool Works (ITW) | 0.7 | $551k | 2.1k | 260.29 |
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| Ishares Tr core msci intl (IDEV) | 0.6 | $501k | -8% | 6.0k | 83.57 |
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| iShares S&P 500 Index (IVV) | 0.6 | $470k | 720.00 | 653.21 |
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| Public Service Enterprise (PEG) | 0.5 | $446k | 5.5k | 80.95 |
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| Rbc Cad (RY) | 0.5 | $423k | 2.6k | 161.78 |
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| Vanguard Wellington Fd us momentum (VFMO) | 0.5 | $419k | 2.1k | 197.10 |
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| Capital One Financial (COF) | 0.5 | $407k | 2.2k | 182.43 |
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| Cisco Systems (CSCO) | 0.5 | $391k | 5.0k | 77.59 |
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| Procter & Gamble Company (PG) | 0.5 | $390k | 2.7k | 144.44 |
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| Lockheed Martin Corporation (LMT) | 0.5 | $388k | 642.00 | 604.39 |
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| Pepsi (PEP) | 0.5 | $376k | 2.4k | 155.29 |
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| Abbott Laboratories (ABT) | 0.4 | $334k | 3.3k | 102.67 |
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| ConocoPhillips (COP) | 0.4 | $318k | 2.4k | 132.00 |
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| iShares Russell Midcap Index Fund (IWR) | 0.4 | $309k | 3.2k | 97.23 |
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| iShares S&P 1500 Index Fund (ITOT) | 0.4 | $307k | 2.2k | 142.43 |
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| Chevron Corporation (CVX) | 0.4 | $305k | -3% | 1.5k | 206.90 |
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| NVIDIA Corporation (NVDA) | 0.4 | $304k | -10% | 1.7k | 174.40 |
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| Paychex (PAYX) | 0.4 | $302k | 3.3k | 92.12 |
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| Amazon (AMZN) | 0.4 | $290k | 1.4k | 208.27 |
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| Alphabet Inc Class C cs (GOOG) | 0.3 | $271k | -24% | 945.00 | 286.86 |
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| McDonald's Corporation (MCD) | 0.3 | $269k | -3% | 865.00 | 310.79 |
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| CSX Corporation (CSX) | 0.3 | $260k | +237% | 6.3k | 41.05 |
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| Alphabet Inc Class A cs (GOOGL) | 0.3 | $259k | 900.00 | 287.56 |
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| Ishares Inc core msci emkt (IEMG) | 0.3 | $246k | 3.5k | 69.75 |
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| At&t (T) | 0.3 | $236k | 8.1k | 28.99 |
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| U.S. Bancorp (USB) | 0.3 | $236k | -6% | 4.5k | 52.01 |
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| Goldman Sachs (GS) | 0.3 | $227k | 268.00 | 845.99 |
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| Facebook Inc cl a (META) | 0.3 | $227k | -32% | 396.00 | 572.13 |
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| Granite Construction (GVA) | 0.3 | $225k | 1.9k | 119.88 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $219k | 1.1k | 192.90 |
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| Qualcomm (QCOM) | 0.3 | $205k | -6% | 1.6k | 128.78 |
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| Amgen (AMGN) | 0.2 | $192k | -4% | 546.00 | 351.85 |
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| International Business Machines (IBM) | 0.2 | $192k | 790.00 | 242.39 |
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| General Electric (GE) | 0.2 | $188k | 664.00 | 283.77 |
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| Williams Companies (WMB) | 0.2 | $188k | 2.6k | 72.78 |
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| Cardinal Health (CAH) | 0.2 | $187k | 887.00 | 211.31 |
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| Digital Realty Trust (DLR) | 0.2 | $183k | -7% | 1.0k | 180.21 |
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| iShares Dow Jones Select Dividend (DVY) | 0.2 | $181k | 1.2k | 151.41 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.2 | $176k | -28% | 1.9k | 93.00 |
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| Lam Research (LRCX) | 0.2 | $171k | 800.00 | 213.66 |
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| 3M Company (MMM) | 0.2 | $162k | 1.1k | 145.23 |
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| Arch Capital Group (ACGL) | 0.2 | $161k | 1.7k | 95.99 |
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| Oracle Corporation (ORCL) | 0.2 | $159k | 1.1k | 147.11 |
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| Xcel Energy (XEL) | 0.2 | $158k | 2.0k | 79.44 |
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| SYSCO Corporation (SYY) | 0.2 | $157k | -13% | 2.2k | 71.33 |
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| EQT Corporation (EQT) | 0.2 | $152k | 2.4k | 63.64 |
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| Ge Vernova (GEV) | 0.2 | $145k | 166.00 | 872.90 |
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| Nextera Energy (NEE) | 0.2 | $144k | -4% | 1.6k | 92.88 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $143k | 1.5k | 93.98 |
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| DTE Energy Company (DTE) | 0.2 | $139k | -10% | 947.00 | 146.22 |
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| Merck & Co (MRK) | 0.2 | $130k | 1.1k | 120.29 |
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| Cummins (CMI) | 0.2 | $129k | 239.00 | 538.02 |
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| Phillips 66 (PSX) | 0.2 | $128k | -7% | 703.00 | 182.18 |
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| Electronic Arts (EA) | 0.2 | $127k | 624.00 | 203.87 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.2 | $124k | 11k | 11.65 |
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| Ameriprise Financial (AMP) | 0.2 | $123k | 276.00 | 444.40 |
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| Becton, Dickinson and (BDX) | 0.1 | $118k | -13% | 750.00 | 157.23 |
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| L3harris Technologies (LHX) | 0.1 | $117k | 340.00 | 345.15 |
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| Corning Incorporated (GLW) | 0.1 | $116k | -19% | 850.00 | 135.97 |
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| Verizon Communications (VZ) | 0.1 | $115k | -3% | 2.3k | 50.20 |
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| Bwx Technologies (BWXT) | 0.1 | $113k | 550.00 | 204.49 |
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| Intel Corporation (INTC) | 0.1 | $112k | 2.5k | 44.13 |
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| Norfolk Southern (NSC) | 0.1 | $105k | NEW | 365.00 | 287.00 |
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| Allstate Corporation (ALL) | 0.1 | $101k | -25% | 487.00 | 207.34 |
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| State Street Corporation (STT) | 0.1 | $100k | 793.00 | 126.56 |
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| Union Pacific Corporation (UNP) | 0.1 | $100k | +355% | 410.00 | 242.62 |
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| Motorola Solutions (MSI) | 0.1 | $98k | 226.00 | 433.97 |
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| Wal-Mart Stores (WMT) | 0.1 | $98k | 786.00 | 124.28 |
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| PNC Financial Services (PNC) | 0.1 | $91k | -15% | 436.00 | 208.09 |
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| FedEx Corporation (FDX) | 0.1 | $83k | 234.00 | 356.18 |
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| Utilities SPDR (XLU) | 0.1 | $83k | -25% | 1.8k | 45.89 |
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| Welltower Inc Com reit (WELL) | 0.1 | $79k | 400.00 | 197.71 |
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| AFLAC Incorporated (AFL) | 0.1 | $76k | 696.00 | 109.71 |
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| Bristol Myers Squibb (BMY) | 0.1 | $76k | -14% | 1.3k | 60.65 |
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| iShares Russell Midcap Value Index (IWS) | 0.1 | $76k | 520.00 | 145.74 |
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| Darden Restaurants (DRI) | 0.1 | $75k | 380.00 | 196.04 |
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| General Dynamics Corporation (GD) | 0.1 | $75k | 217.00 | 343.22 |
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| iShares Russell 2000 Index (IWM) | 0.1 | $67k | 269.00 | 248.00 |
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| Goldman Sachs Etf Tr (GSLC) | 0.1 | $67k | 533.00 | 125.13 |
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| Honeywell International (HON) | 0.1 | $60k | -55% | 265.00 | 226.03 |
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| Truist Financial Corp equities (TFC) | 0.1 | $60k | -16% | 1.3k | 45.97 |
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| Netflix (NFLX) | 0.1 | $58k | 600.00 | 96.15 |
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| Micron Technology (MU) | 0.1 | $57k | 170.00 | 337.84 |
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| Te Connectivity (TEL) | 0.1 | $53k | -25% | 251.00 | 209.02 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $52k | -25% | 300.00 | 173.45 |
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| Spdr S&p 500 Etf (SPY) | 0.1 | $52k | 80.00 | 650.34 |
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| American Express Company (AXP) | 0.1 | $51k | 169.00 | 302.48 |
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| eBay (EBAY) | 0.1 | $51k | 559.00 | 91.02 |
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| Citigroup (C) | 0.1 | $49k | 435.00 | 113.41 |
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| CACI International (CACI) | 0.1 | $49k | 90.00 | 543.87 |
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| Kinder Morgan (KMI) | 0.1 | $46k | 1.4k | 33.53 |
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| Starbucks Corporation (SBUX) | 0.1 | $46k | 516.00 | 89.59 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $42k | 431.00 | 96.47 |
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| Arista Networks (ANET) | 0.1 | $41k | 332.00 | 122.78 |
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| Johnson Controls International Plc equity (JCI) | 0.0 | $41k | -25% | 309.00 | 130.95 |
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| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $37k | 297.00 | 124.31 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $34k | 610.00 | 55.65 |
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| CBOE Holdings (CBOE) | 0.0 | $34k | 120.00 | 281.07 |
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| MasterCard Incorporated (MA) | 0.0 | $34k | 67.00 | 499.66 |
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| EOG Resources (EOG) | 0.0 | $33k | 228.00 | 144.58 |
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| Eaton (ETN) | 0.0 | $33k | 92.00 | 357.67 |
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| Masco Corporation (MAS) | 0.0 | $33k | 544.00 | 60.37 |
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| Global Payments (GPN) | 0.0 | $33k | -25% | 487.00 | 67.30 |
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| Fastenal Company (FAST) | 0.0 | $31k | 671.00 | 46.40 |
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| Walt Disney Company (DIS) | 0.0 | $30k | -38% | 315.00 | 96.38 |
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| Comcast Corporation (CMCSA) | 0.0 | $30k | 1.0k | 28.71 |
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| Waters Corporation (WAT) | 0.0 | $30k | NEW | 100.00 | 297.80 |
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| Metropcs Communications (TMUS) | 0.0 | $29k | 140.00 | 210.03 |
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| Visa (V) | 0.0 | $28k | -51% | 94.00 | 302.22 |
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| Corteva (CTVA) | 0.0 | $28k | -18% | 335.00 | 83.71 |
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| Vanguard Growth ETF (VUG) | 0.0 | $28k | 64.00 | 436.80 |
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| Labcorp Holdings (LH) | 0.0 | $28k | 104.00 | 266.81 |
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| iShares MSCI EAFE Growth Index (EFG) | 0.0 | $28k | 248.00 | 111.37 |
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| Coca-Cola Company (KO) | 0.0 | $25k | 330.00 | 76.05 |
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| Home Depot (HD) | 0.0 | $25k | 75.00 | 328.89 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $25k | 55.00 | 446.55 |
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| British American Tobac (BTI) | 0.0 | $23k | 400.00 | 58.47 |
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| Fortinet (FTNT) | 0.0 | $23k | 275.00 | 81.72 |
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| Warner Bros. Discovery (WBD) | 0.0 | $22k | 815.00 | 27.46 |
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| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $22k | NEW | 461.00 | 48.05 |
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| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $22k | 47.00 | 463.19 |
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| Progressive Corporation (PGR) | 0.0 | $22k | -32% | 109.00 | 198.24 |
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| Vanguard Value ETF (VTV) | 0.0 | $21k | 105.00 | 196.20 |
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| Schlumberger (SLB) | 0.0 | $21k | 400.00 | 51.39 |
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| Sempra Energy (SRE) | 0.0 | $20k | 210.00 | 97.17 |
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| Target Corporation (TGT) | 0.0 | $20k | 165.00 | 121.20 |
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| Advanced Micro Devices (AMD) | 0.0 | $19k | 95.00 | 203.43 |
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| Ross Stores (ROST) | 0.0 | $19k | 89.00 | 216.63 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $19k | 150.00 | 128.12 |
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| Medtronic (MDT) | 0.0 | $19k | 220.00 | 86.65 |
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| Southern Company (SO) | 0.0 | $19k | 194.00 | 96.52 |
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| Tesla Motors (TSLA) | 0.0 | $19k | 50.00 | 371.76 |
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| Clorox Company (CLX) | 0.0 | $18k | -28% | 173.00 | 103.63 |
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| Camden Property Trust (CPT) | 0.0 | $17k | 175.00 | 97.66 |
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| Weyerhaeuser Company (WY) | 0.0 | $17k | -38% | 696.00 | 24.43 |
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| AutoZone (AZO) | 0.0 | $17k | 5.00 | 3377.80 |
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| Bce (BCE) | 0.0 | $16k | 648.00 | 25.24 |
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| Iac Interactivecorp (IAC) | 0.0 | $15k | -24% | 379.00 | 40.03 |
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| Cigna Corp (CI) | 0.0 | $15k | 55.00 | 266.75 |
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| Prudential Financial (PRU) | 0.0 | $15k | 150.00 | 97.69 |
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| UnitedHealth (UNH) | 0.0 | $14k | -68% | 50.00 | 270.60 |
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| Southwest Airlines (LUV) | 0.0 | $13k | -74% | 348.00 | 37.57 |
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| Air Products & Chemicals (APD) | 0.0 | $12k | 40.00 | 290.50 |
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| Exelon Corporation (EXC) | 0.0 | $11k | 223.00 | 49.02 |
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| Emerson Electric (EMR) | 0.0 | $9.6k | 73.00 | 131.01 |
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| American Electric Power Company (AEP) | 0.0 | $9.4k | 72.00 | 131.08 |
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| Pfizer (PFE) | 0.0 | $9.0k | -78% | 321.00 | 28.08 |
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| Match Group (MTCH) | 0.0 | $8.4k | -75% | 272.00 | 30.71 |
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| O'reilly Automotive (ORLY) | 0.0 | $8.3k | 90.00 | 92.31 |
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| Cognizant Technology Solutions (CTSH) | 0.0 | $7.7k | -75% | 125.00 | 61.35 |
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| CVS Caremark Corporation (CVS) | 0.0 | $7.5k | -74% | 105.00 | 71.82 |
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| Amdocs Ltd ord (DOX) | 0.0 | $7.5k | -75% | 115.00 | 65.26 |
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| Expeditors International of Washington (EXPD) | 0.0 | $7.4k | 52.00 | 143.23 |
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| Carrier Global Corporation (CARR) | 0.0 | $6.8k | 120.00 | 56.31 |
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| NVR (NVR) | 0.0 | $6.6k | 1.00 | 6590.00 |
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| Chubb (CB) | 0.0 | $6.2k | 19.00 | 325.95 |
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| Bunge (BG) | 0.0 | $6.1k | -75% | 48.00 | 127.21 |
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| Moody's Corporation (MCO) | 0.0 | $5.7k | 13.00 | 436.23 |
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| Ecolab (ECL) | 0.0 | $5.3k | 20.00 | 266.00 |
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| JPMorgan BetaBuilders Japan ETF (BBJP) | 0.0 | $5.2k | NEW | 76.00 | 68.91 |
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| Ishares Tr cmn (GOVT) | 0.0 | $5.1k | NEW | 224.00 | 22.91 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $4.6k | 6.00 | 772.67 |
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| Vanguard Total Bond Market ETF (BND) | 0.0 | $4.5k | NEW | 61.00 | 73.64 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $4.1k | NEW | 49.00 | 82.76 |
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| TJX Companies (TJX) | 0.0 | $3.7k | 23.00 | 159.70 |
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| Jpmorgan Betabuilders Developed Asia-ex Japan Etf (BBAX) | 0.0 | $3.3k | NEW | 56.00 | 59.45 |
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| JPMorgan BetaBuilders Canada ETF (BBCA) | 0.0 | $3.3k | NEW | 35.00 | 94.06 |
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| T. Rowe Price (TROW) | 0.0 | $3.2k | 36.00 | 90.14 |
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| JPMorgan BetaBuilders Europe ETF (BBEU) | 0.0 | $3.2k | NEW | 44.00 | 72.41 |
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| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $3.0k | NEW | 32.00 | 94.94 |
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| Columbia Banking System (COLB) | 0.0 | $2.6k | -75% | 96.00 | 27.43 |
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| Western Union Company (WU) | 0.0 | $2.2k | -74% | 257.00 | 8.73 |
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| Novo Nordisk A/S (NVO) | 0.0 | $1.5k | 42.00 | 36.76 |
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| Viatris (VTRS) | 0.0 | $526.999200 | -75% | 39.00 | 13.51 |
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| Angi Inc Cl A (ANGI) | 0.0 | $452.001000 | -75% | 66.00 | 6.85 |
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| Adient (ADNT) | 0.0 | $202.000000 | -75% | 10.00 | 20.20 |
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| Organon & Co (OGN) | 0.0 | $114.000000 | -74% | 19.00 | 6.00 |
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| Embecta Corporation (EMBC) | 0.0 | $71.000000 | -94% | 8.00 | 8.88 |
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| Walgreens Boots Alliance | 0.0 | $0 | 800.00 | 0.00 |
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Past Filings by Riverview Trust
SEC 13F filings are viewable for Riverview Trust going back to 2018
- Riverview Trust 2026 Q1 filed May 1, 2026
- Riverview Trust 2025 Q4 filed Jan. 26, 2026
- Riverview Trust 2025 Q3 filed Oct. 22, 2025
- Riverview Trust 2025 Q2 filed July 21, 2025
- Riverview Trust 2025 Q1 filed April 11, 2025
- Riverview Trust 2024 Q4 filed Feb. 6, 2025
- Riverview Trust 2024 Q3 filed Oct. 18, 2024
- Riverview Trust 2024 Q2 filed July 16, 2024
- Riverview Trust 2024 Q1 filed April 12, 2024
- Riverview Trust 2023 Q4 filed Jan. 24, 2024
- Riverview Trust 2023 Q3 filed Oct. 17, 2023
- Riverview Trust 2023 Q2 filed July 18, 2023
- Riverview Trust 2023 Q1 filed April 20, 2023
- Riverview Trust 2022 Q4 filed Jan. 26, 2023
- Riverview Trust 2022 Q3 filed Oct. 27, 2022
- Riverview Trust 2022 Q2 filed July 27, 2022