# Riverview Capital Advisers, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1962933. Source: https://holderbook.com/funds/1962933-riverview-capital-advisers-llc/

- Reported value: $348.8M
- Positions: 88
- Weight of the ten largest: 49.3%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $25.4M | 106,509 | 7.3% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $25.3M | 50,542 | 7.3% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $24.9M | 86,199 | 7.2% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $24.5M | 21,250 | 7.0% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $18.5M | 229,186 | 5.3% | 19 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $12.4M | 144,092 | 3.6% | 19 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $12.2M | 29,115 | 3.5% | 19 |
| FUNDVANTAGE TR | [PCLG](https://holderbook.com/stocks/PCLG/) | $9.9M | 453,193 | 2.8% | 4 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $9.6M | 40,444 | 2.7% | 19 |
| PARK HOTELS & RESORTS INC | [PK](https://holderbook.com/stocks/PK/) | $9.3M | 653,370 | 2.7% | 6 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $8.7M | 176,590 | 2.5% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.6M | 23,104 | 2.5% | 19 |
| SALESFORCE INC | [CRM](https://holderbook.com/stocks/CRM/) | $8.1M | 51,438 | 2.3% | 2 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $8.0M | 230,943 | 2.3% | 18 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $7.8M | 4,019 | 2.3% | 4 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $7.6M | 6,737 | 2.2% | 5 |
| RYDER SYS INC | [R](https://holderbook.com/stocks/R/) | $7.4M | 27,998 | 2.1% | 5 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $7.4M | 20,850 | 2.1% | 19 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $7.3M | 73,571 | 2.1% | 4 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $6.9M | 18,632 | 2.0% | 19 |
| CARRIER GLOBAL CORPORATION | [CARR](https://holderbook.com/stocks/CARR/) | $6.5M | 87,979 | 1.9% | 19 |
| SIMON PPTY GROUP INC NEW | [SPG](https://holderbook.com/stocks/SPG/) | $6.4M | 28,555 | 1.8% | 17 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $6.3M | 55,775 | 1.8% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.1M | 17,151 | 1.8% | 19 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $5.7M | 178,223 | 1.6% | 10 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $5.4M | 22,453 | 1.6% | 19 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $5.0M | 63,510 | 1.4% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $4.9M | 24,591 | 1.4% | 19 |
| EVERSOURCE ENERGY | [ES](https://holderbook.com/stocks/ES/) | $4.7M | 64,421 | 1.3% | 9 |
| ENBRIDGE INC | [ENB](https://holderbook.com/stocks/ENB/) | $3.8M | 70,141 | 1.1% | 17 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $3.7M | 10,805 | 1.1% | 19 |
| DICKS SPORTING GOODS INC | [DKS](https://holderbook.com/stocks/DKS/) | $2.6M | 11,402 | 0.7% | 1 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $2.3M | 19,871 | 0.7% | 19 |
| TEMPUS AI INC | [TEM](https://holderbook.com/stocks/TEM/) | $2.1M | 36,441 | 0.6% | 6 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $1.9M | 6,941 | 0.6% | 9 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.8M | 22,533 | 0.5% | 19 |
| AVALONBAY CMNTYS INC | [AVB](https://holderbook.com/stocks/AVB/) | $1.7M | 9,064 | 0.5% | 11 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.5M | 1,489 | 0.4% | 11 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $1.5M | 12,075 | 0.4% | 12 |
| OTIS WORLDWIDE CORP | [OTIS](https://holderbook.com/stocks/OTIS/) | $1.4M | 19,053 | 0.4% | 2 |
| STARWOOD PPTY TR INC | [STWD](https://holderbook.com/stocks/STWD/) | $1.4M | 82,505 | 0.4% | 10 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $1.2M | 16,635 | 0.3% | 19 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $1.1M | 9,834 | 0.3% | 19 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.1M | 7,477 | 0.3% | 2 |
| MORGAN STANLEY ETF TRUST | [EVLN](https://holderbook.com/stocks/EVLN/) | $1.0M | 21,013 | 0.3% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $891.9K | 2,725 | 0.3% | 15 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $885.4K | 1,572 | 0.3% | 13 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $848.2K | 7,097 | 0.2% | 11 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $769.8K | 5,630 | 0.2% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $740.3K | 991 | 0.2% | 11 |
| KONINKLIJKE PHILIPS N V | [PHG](https://holderbook.com/stocks/PHG/) | $691.0K | 25,412 | 0.2% | 9 |
| CAVA GROUP INC | [CAVA](https://holderbook.com/stocks/CAVA/) | $690.1K | 8,793 | 0.2% | 10 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $666.2K | 2,623 | 0.2% | 19 |
| VANGUARD WORLD FD | [VIS](https://holderbook.com/stocks/VIS/) | $626.2K | 1,738 | 0.2% | 19 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $604.5K | 504 | 0.2% | 4 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $552.6K | 2,553 | 0.2% | 2 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $552.5K | 3,233 | 0.2% | 1 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $510.3K | 4,337 | 0.1% | 11 |
| LITHIUM ARGENTINA AG | [LAR](https://holderbook.com/stocks/LAR/) | $502.7K | 60,786 | 0.1% | 6 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $492.0K | 716 | 0.1% | 4 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $482.0K | 1,590 | 0.1% | 19 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $453.7K | 15,415 | 0.1% | 19 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $435.6K | 3,217 | 0.1% | 19 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $434.6K | 2,966 | 0.1% | 5 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $408.0K | 7,610 | 0.1% | 19 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $377.2K | 5,000 | 0.1% | 1 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $371.0K | 722 | 0.1% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $349.4K | 5,853 | 0.1% | 19 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $321.1K | 1,020 | 0.1% | 19 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $305.2K | 639 | 0.1% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $301.8K | 2,643 | 0.1% | 4 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $298.2K | 398 | 0.1% | 13 |
| GRAYSCALE BITCOIN TRUST ETF | [GBTC](https://holderbook.com/stocks/GBTC/) | $290.1K | 6,373 | 0.1% | 10 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $264.9K | 456 | 0.1% | 1 |
| DRAFTKINGS INC NEW | [DKNG](https://holderbook.com/stocks/DKNG/) | $262.1K | 10,378 | 0.1% | 17 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $259.1K | 598 | 0.1% | 1 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $253.3K | 4,445 | 0.1% | 14 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $249.5K | 887 | 0.1% | 2 |
| IMUNON INC | [IMNN](https://holderbook.com/stocks/IMNN/) | $247.8K | 34,364 | 0.1% | 4 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $240.4K | 1,538 | 0.1% | 4 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $228.1K | 1,198 | 0.1% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $225.0K | 490 | 0.1% | 4 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $215.8K | 6,483 | 0.1% | 7 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $204.7K | 979 | 0.1% | 1 |
| ACV AUCTIONS INC | [ACVA](https://holderbook.com/stocks/ACVA/) | $115.5K | 16,061 | 0.0% | 7 |
| INDIE SEMICONDUCTOR INC | [INDI](https://holderbook.com/stocks/INDI/) | $73.4K | 16,346 | 0.0% | 4 |
| CELLECTAR BIOSCIENCES INC | [CLRB](https://holderbook.com/stocks/CLRB/) | $50.1K | 10,384 | 0.0% | 5 |
| SERA PROGNOSTICS INC | [SERA](https://holderbook.com/stocks/SERA/) | $23.1K | 12,669 | 0.0% | 5 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +17.3% | +14.8% | +2.5% | 100% |
| Q1 2026 | -4.7% | -4.6% | -0.1% | 100% |
| Q4 2025 | -0.0% | +2.4% | -2.4% | 97% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 100% |
| Q2 2025 | +4.5% | +10.5% | -5.9% | 100% |
| Q1 2025 | -4.9% | -4.6% | -0.4% | 100% |
| Q4 2024 | +0.5% | +2.1% | -1.6% | 100% |
| Q3 2024 | +7.6% | +5.4% | +2.2% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $348.8M | 88 |
| Q1 2026 | $299.7M | 86 |
| Q4 2025 | $330.5M | 91 |
| Q3 2025 | $345.8M | 98 |
| Q2 2025 | $349.0M | 97 |
| Q1 2025 | $318.2M | 88 |
| Q4 2024 | $331.4M | 91 |
| Q3 2024 | $324.7M | 83 |
| Q2 2024 | $296.8M | 83 |
| Q1 2024 | $290.5M | 80 |
| Q4 2023 | $260.6M | 79 |
| Q3 2023 | $225.8M | 79 |