Riverview Capital Advisers
BOSTON, MAfiles as Riverview Capital Advisers, LLC
$349m in 88 US stocks at the end of 30 June 2026. The top 10 are 49.3% of the money. It changed about 10.0% of the portfolio this quarter.
Value
$349m
Stocks
88
Top 10 share
49.3%
Turnover
10.0%
What changed this quarter
New
Bought for the first time this quarter.
- Dick's Sporting GoodsDKS0.7% of the fund
- Morgan Stanley ETF TrustEVLN0.3% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- Vaneck ETF TrustGDX0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- DanaherDHR<0.1% of the fund
- Morgan StanleyMS<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVUG3.6% of the fund+11%
- Vanguard Specialized FundsVIG2.7% of the fund+8%
- Capital Group Dividend ValueCGDV2.5% of the fund+12%
- SalesforceCRM2.3% of the fund+22%
- Capital Group Intl Focus EQTCGXU2.3% of the fund+2%
- Home DepotHD2.1% of the fund+38%
- ServiceNowNOW2.1% of the fund+91%
- AlphabetGOOGL1.8% of the fund+5%
- Vanguard Scottsdale FDSVCSH1.4% of the fund+59%
- NvidiaNVDA1.4% of the fund+8%
- Ishares TRIJR0.3% of the fund+113%
- Meta PlatformsMETA0.3% of the fund+4%
- Koninklijke Philips NVPHG0.2% of the fund+4%
- BoeingBA0.2% of the fund+52%
- PepsiCoPEP0.1% of the fund+7%
- International Business MachinesIBM<0.1% of the fund+2%
- Spotify TechnologySPOT<0.1% of the fund+15%
Cut
Sold some of their stake.
- Amazon.comAMZN7.3% of the fund-6%
- Micron TechnologyMU7.0% of the fund-8%
- Fundvantage TRPCLG2.8% of the fund-10%
- Markel GroupMKL2.3% of the fund-4%
- United RentalsURI2.2% of the fund-4%
- Ryder SystemR2.1% of the fund-4%
- Carrier GlobalCARR1.9% of the fund-19%
- Simon Property GroupSPG1.8% of the fund-3%
- Kinder MorganKMI1.6% of the fund-3%
- Ishares TRIWF0.4% of the fund-3%
- Otis WorldwideOTIS0.4% of the fund-26%
- Starwood Property TrustSTWD0.4% of the fund-16%
- ExxonMobil HoldingsXOM0.2% of the fund-12%
- Cava GroupCAVA0.2% of the fund-5%
- Johnson & JohnsonJNJ0.2% of the fund-11%
- Vanguard Index FDSVB0.1% of the fund-4%
- MastercardMA0.1% of the fund-3%
- StrykerSYK<0.1% of the fund-26%
- Ishares Bitcoin Trust ETFIBIT<0.1% of the fund-60%
Sold out
Sold their entire stake.
- BXPBXP-100%
- Ishares TRINDA-100%
- Sirius XM HoldingsSIRI-100%
- Wisdomtree TREPI-100%
- Costar GroupCSGP-100%
- StrategyMSTR-100%
- SweetgreenSG-100%
Holdings
- Vanguard Index FDSVO
- Share
- 5.3%
- Value
- $18m
- Shares
- 229,186
Held
- Vanguard Index FDSVUG
- Share
- 3.6%
- Value
- $12m
- Shares
- 144,092
+11%
- Fundvantage TRPCLG
- Share
- 2.8%
- Value
- $10m
- Shares
- 453,193
-10%
- Vanguard Specialized FundsVIG
- Share
- 2.7%
- Value
- $10m
- Shares
- 40,444
+8%
- Capital Group Dividend ValueCGDV
- Share
- 2.5%
- Value
- $9m
- Shares
- 176,590
+12%
- Capital Group Intl Focus EQTCGXU
- Share
- 2.3%
- Value
- $8m
- Shares
- 230,943
+2%
- Vanguard Index FDSVTI
- Share
- 2.0%
- Value
- $7m
- Shares
- 18,632
Held
- Ishares TRIWD
- Share
- 1.6%
- Value
- $5m
- Shares
- 22,453
Held
- Vanguard Scottsdale FDSVCSH
- Share
- 1.4%
- Value
- $5m
- Shares
- 63,510
+59%
- Avalonbay CommunitiesAVB
- Share
- 0.5%
- Value
- $2m
- Shares
- 9,064
Held
- Ishares TRIWF
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,075
-3%
- Ishares TRIYW
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,834
Held
- Ishares TRIJR
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,477
+113%
- Morgan Stanley ETF TrustEVLN
- Share
- 0.3%
- Value
- $1m
- Shares
- 21,013
New
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $848,231
- Shares
- 7,097
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.2%
- Value
- $740,267
- Shares
- 991
Held
- Vanguard World FDVIS
- Share
- 0.2%
- Value
- $626,208
- Shares
- 1,738
Held
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $552,466
- Shares
- 3,233
New
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $491,973
- Shares
- 716
Held
- Vanguard Index FDSVB
- Share
- 0.1%
- Value
- $482,016
- Shares
- 1,590
-4%
- Schwab Strategic TRSCHX
- Share
- 0.1%
- Value
- $453,656
- Shares
- 15,415
Held
- Select Sector Spdr TRXLF
- Share
- 0.1%
- Value
- $407,997
- Shares
- 7,610
Held
- Vaneck ETF TrustGDX
- Share
- 0.1%
- Value
- $377,250
- Shares
- 5,000
New
- Vanguard Intl Equity Index FVWO
- Share
- 0.1%
- Value
- $349,363
- Shares
- 5,853
Held
- Ishares TRIVV
- Share
- <0.1%
- Value
- $298,159
- Shares
- 398
Held
- Grayscale Bitcoin Trust ETFGBTC
- Share
- <0.1%
- Value
- $290,099
- Shares
- 6,373
Held
- Ishares TRDVY
- Share
- <0.1%
- Value
- $240,424
- Shares
- 1,538
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- <0.1%
- Value
- $215,820
- Shares
- 6,483
-60%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 7.3% | $25m | 106,509 | -6% |
| Berkshire HathawayBRK-B | 7.3% | $25m | 50,542 | Held |
| AppleAAPL | 7.2% | $25m | 86,199 | Held |
| Micron TechnologyMU | 7.0% | $25m | 21,250 | -8% |
| Vanguard Index FDSVO | 5.3% | $18m | 229,186 | Held |
| Vanguard Index FDSVUG | 3.6% | $12m | 144,092 | +11% |
| TeslaTSLA | 3.5% | $12m | 29,115 | Held |
| Fundvantage TRPCLG | 2.8% | $10m | 453,193 | -10% |
| Vanguard Specialized FundsVIG | 2.7% | $10m | 40,444 | +8% |
| Park Hotels & ResortsPK | 2.7% | $9m | 653,370 | Held |
| Capital Group Dividend ValueCGDV | 2.5% | $9m | 176,590 | +12% |
| MicrosoftMSFT | 2.5% | $9m | 23,104 | Held |
| SalesforceCRM | 2.3% | $8m | 51,438 | +22% |
| Capital Group Intl Focus EQTCGXU | 2.3% | $8m | 230,943 | +2% |
| Markel GroupMKL | 2.3% | $8m | 4,019 | -4% |
| United RentalsURI | 2.2% | $8m | 6,737 | -4% |
| Ryder SystemR | 2.1% | $7m | 27,998 | -4% |
| Home DepotHD | 2.1% | $7m | 20,850 | +38% |
| ServiceNowNOW | 2.1% | $7m | 73,571 | +91% |
| Vanguard Index FDSVTI | 2.0% | $7m | 18,632 | Held |
| Carrier GlobalCARR | 1.9% | $6m | 87,979 | -19% |
| Simon Property GroupSPG | 1.8% | $6m | 28,555 | -3% |
| WalmartWMT | 1.8% | $6m | 55,775 | Held |
| AlphabetGOOGL | 1.8% | $6m | 17,151 | +5% |
| Kinder MorganKMI | 1.6% | $6m | 178,223 | -3% |
| Ishares TRIWD | 1.6% | $5m | 22,453 | Held |
| Vanguard Scottsdale FDSVCSH | 1.4% | $5m | 63,510 | +59% |
| NvidiaNVDA | 1.4% | $5m | 24,591 | +8% |
| Eversource EnergyES | 1.3% | $5m | 64,421 | Held |
| EnbridgeENB | 1.1% | $4m | 70,141 | Held |
| VisaV | 1.1% | $4m | 10,805 | Held |
| Dick's Sporting GoodsDKS | 0.7% | $3m | 11,402 | New |
| AflacAFL | 0.7% | $2m | 19,871 | Held |
| Tempus AITEM | 0.6% | $2m | 36,441 | Held |
| Labcorp HoldingsLH | 0.6% | $2m | 6,941 | Held |
| Coca-ColaKO | 0.5% | $2m | 22,533 | Held |
| Avalonbay CommunitiesAVB | 0.5% | $2m | 9,064 | Held |
| Goldman Sachs GroupGS | 0.4% | $2m | 1,489 | Held |
| Ishares TRIWF | 0.4% | $1m | 12,075 | -3% |
| Otis WorldwideOTIS | 0.4% | $1m | 19,053 | -26% |
| Starwood Property TrustSTWD | 0.4% | $1m | 82,505 | -16% |
| NetflixNFLX | 0.3% | $1m | 16,635 | Held |
| Ishares TRIYW | 0.3% | $1m | 9,834 | Held |
| Ishares TRIJR | 0.3% | $1m | 7,477 | +113% |
| Morgan Stanley ETF TrustEVLN | 0.3% | $1m | 21,013 | New |
| JPMorgan ChaseJPM | 0.3% | $891,939 | 2,725 | Held |
| Meta PlatformsMETA | 0.3% | $885,445 | 1,572 | +4% |
| Vanguard World FDVGT | 0.2% | $848,231 | 7,097 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $769,786 | 5,630 | -12% |
| State STR Spdr S&P 500 ETF TSPY | 0.2% | $740,267 | 991 | Held |
| Koninklijke Philips NVPHG | 0.2% | $690,953 | 25,412 | +4% |
| Cava GroupCAVA | 0.2% | $690,075 | 8,793 | -5% |
| Johnson & JohnsonJNJ | 0.2% | $666,177 | 2,623 | -11% |
| Vanguard World FDVIS | 0.2% | $626,208 | 1,738 | Held |
| Eli LillyLLY | 0.2% | $604,544 | 504 | Held |
| BoeingBA | 0.2% | $552,648 | 2,553 | +52% |
| Space Exploration TechnologiesSPCX | 0.2% | $552,466 | 3,233 | New |
| BlackstoneBX | 0.1% | $510,318 | 4,337 | Held |
| Lithium Argentina AGLAR | 0.1% | $502,701 | 60,786 | Held |
| Vanguard Index FDSVOO | 0.1% | $491,973 | 716 | Held |
| Vanguard Index FDSVB | 0.1% | $482,016 | 1,590 | -4% |
| Schwab Strategic TRSCHX | 0.1% | $453,656 | 15,415 | Held |
| PepsiCoPEP | 0.1% | $435,600 | 3,217 | +7% |
| OracleORCL | 0.1% | $434,603 | 2,966 | Held |
| Select Sector Spdr TRXLF | 0.1% | $407,997 | 7,610 | Held |
| Vaneck ETF TrustGDX | 0.1% | $377,250 | 5,000 | New |
| MastercardMA | 0.1% | $370,960 | 722 | -3% |
| Vanguard Intl Equity Index FVWO | 0.1% | $349,363 | 5,853 | Held |
| StrykerSYK | <0.1% | $321,147 | 1,020 | -26% |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $305,168 | 639 | New |
| ShopifySHOP | <0.1% | $301,778 | 2,643 | Held |
| Ishares TRIVV | <0.1% | $298,159 | 398 | Held |
| Grayscale Bitcoin Trust ETFGBTC | <0.1% | $290,099 | 6,373 | Held |
| Advanced Micro DevicesAMD | <0.1% | $264,895 | 456 | New |
| DraftKingsDKNG | <0.1% | $262,149 | 10,378 | Held |
| Lam ResearchLRCX | <0.1% | $259,132 | 598 | New |
| Bank of AmericaBAC | <0.1% | $253,286 | 4,445 | Held |
| International Business MachinesIBM | <0.1% | $249,489 | 887 | +2% |
| ImunonIMNN | <0.1% | $247,765 | 34,364 | Held |
| Ishares TRDVY | <0.1% | $240,424 | 1,538 | Held |
| DanaherDHR | <0.1% | $228,137 | 1,198 | New |
| Spotify TechnologySPOT | <0.1% | $224,974 | 490 | +15% |
| Ishares Bitcoin Trust ETFIBIT | <0.1% | $215,820 | 6,483 | -60% |
| Morgan StanleyMS | <0.1% | $204,650 | 979 | New |
| ACV AuctionsACVA | <0.1% | $115,479 | 16,061 | Held |
| indie SemiconductorINDI | <0.1% | $73,394 | 16,346 | Held |
| Cellectar BiosciencesCLRB | <0.1% | $50,051 | 10,384 | Held |
| Sera PrognosticsSERA | <0.1% | $23,058 | 12,669 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 0.1% since 30 June 2025.
Where the money is
Technology23.8%
Retail & consumer13.9%
Financial services12.7%
Industrials6.7%
Real estate5.0%
Energy2.9%
Everyday goods2.5%
Media & telecom2.4%
Health care1.4%
Utilities1.3%
Materials0.1%
Other27.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.