HolderBook

Riverview Capital Advisers, LLC

Reported holdings as of Q2 2026, from 19 quarterly filings.

This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1962933
Reported value
$348.8M
Positions
88
Top 10 weight
49.3%
Filed
2026-08-13
Days after quarter end
44

Holdings

Download these holdings as CSV

SecurityTickerValue SharesWeightWeight change Held Change
AMAZON COM INCAMZN$25.4M106,5097.28%-0.59pp19q-5.9%-$1.6M
BERKSHIRE HATHAWAY INC DELBRKB$25.3M50,5427.25%-0.86pp19qHELD
APPLE INCAAPL$24.9M86,1997.15%-0.08pp19q+0.9%+$219.0K
MICRON TECHNOLOGY INCMU$24.5M21,2507.03%+4.42pp19q-8.2%-$2.2M
VANGUARD INDEX FDSVO$18.5M229,1865.29%-0.17pp19q+301.9%+$13.9M
VANGUARD INDEX FDSVUG$12.4M144,0923.56%+0.39pp19q+563.8%+$10.5M
TESLA INCTSLA$12.2M29,1153.51%-0.12pp19q-0.6%-$71.5K
FUNDVANTAGE TRPCLG$9.9M453,1932.83%-0.59pp4q-9.5%-$1.0M
VANGUARD SPECIALIZED FUNDSVIG$9.6M40,4442.74%+0.06pp19q+8.2%+$728.3K
PARK HOTELS & RESORTS INCPK$9.3M653,3702.67%+0.33pp6q-1.8%-$175.4K
CAPITAL GROUP DIVIDEND VALUECGDV$8.7M176,5902.50%+0.25pp9q+11.8%+$915.4K
MICROSOFT CORPMSFT$8.6M23,1042.47%-0.42pp19q-1.4%-$121.2K
SALESFORCE INCCRM$8.1M51,4382.31%-0.31pp2q+22.3%+$1.5M
CAPITAL GROUP INTL FOCUS EQTCGXU$8.0M230,9432.29%+0.07pp18q+2.4%+$184.3K
MARKEL GROUP INCMKL$7.8M4,0192.25%-0.43pp4q-4.2%-$345.7K
UNITED RENTALS INCURI$7.6M6,7372.19%+0.48pp5q-4.1%-$325.1K
RYDER SYS INCR$7.4M27,9982.12%+0.12pp5q-4.2%-$324.4K
HOME DEPOT INCHD$7.4M20,8502.11%+0.45pp19q+37.8%+$2.0M
SERVICENOW INCNOW$7.3M73,5712.09%+0.75pp4q+90.8%+$3.5M
VANGUARD INDEX FDSVTI$6.9M18,6321.98%-0.04pp19q-0.9%-$60.7K
CARRIER GLOBAL CORPORATIONCARR$6.5M87,9791.85%-0.20pp19q-19.4%-$1.6M
SIMON PPTY GROUP INC NEWSPG$6.4M28,5551.83%-0.01pp17q-3.3%-$216.9K
WALMART INCWMT$6.3M55,7751.81%-0.47pp19q+1.4%+$86.8K
ALPHABET INCGOOGL$6.1M17,1511.76%+0.19pp19q+5.0%+$293.8K
KINDER MORGAN INC DELKMI$5.7M178,2231.63%-0.42pp10q-2.7%-$157.8K
ISHARES TRIWD$5.4M22,4531.56%-0.04pp19qHELD
VANGUARD SCOTTSDALE FDSVCSH$5.0M63,5101.44%+0.39pp19q+59.4%+$1.9M
NVIDIA CORPORATIONNVDA$4.9M24,5911.41%+0.08pp19q+7.6%+$347.0K
EVERSOURCE ENERGYES$4.7M64,4211.33%-0.17pp9q-1.3%-$61.9K
ENBRIDGE INCENB$3.8M70,1411.09%-0.19pp17q-0.9%-$35.2K
VISA INCV$3.7M10,8051.06%-0.02pp19qHELD
DICKS SPORTING GOODS INCDKS$2.6M11,4020.74%-newNEW
AFLAC INCAFL$2.3M19,8710.67%-0.06pp19q-0.6%-$13.6K
TEMPUS AI INCTEM$2.1M36,4410.61%+0.06pp6qHELD
LABCORP HOLDINGS INCLH$1.9M6,9410.56%-0.06pp9qHELD
COCA COLA COKO$1.8M22,5330.53%-0.04pp19q+0.7%+$12.7K
AVALONBAY CMNTYS INCAVB$1.7M9,0640.49%-0.01pp11q-1.8%-$32.1K
GOLDMAN SACHS GROUP INCGS$1.5M1,4890.43%+0.01pp11qHELD
ISHARES TRIWF$1.5M12,0750.43%-0.02pp12q+286.0%+$1.1M
OTIS WORLDWIDE CORPOTIS$1.4M19,0530.39%-0.27pp2q-25.8%-$474.4K
STARWOOD PPTY TR INCSTWD$1.4M82,5050.39%-0.18pp10q-15.8%-$254.2K
NETFLIX INCNFLX$1.2M16,6350.34%-0.20pp19q-0.5%-$6.1K
ISHARES TRIYW$1.1M9,8340.32%-0.05pp19qHELD
ISHARES TRIJR$1.1M7,4770.32%+0.17pp2q+113.0%+$588.4K
MORGAN STANLEY ETF TRUSTEVLN$1.0M21,0130.29%-newNEW
JPMORGAN CHASE & COJPM$891.9K2,7250.26%-0.01pp15q+1.0%+$9.2K
META PLATFORMS INCMETA$885.4K1,5720.25%-0.03pp13q+4.3%+$36.6K
VANGUARD WORLD FDVGT$848.2K7,0970.24%+0.04pp11q+701.0%+$742.3K
EXXON MOBIL CORPXOMXXXX$769.8K5,6300.22%-0.14pp19q-11.5%-$100.5K
STATE STR SPDR S&P 500 ETF TSPY$740.3K9910.21%flat11qHELD
KONINKLIJKE PHILIPS N VPHG$691.0K25,4120.20%-0.03pp9q+3.7%+$24.7K
CAVA GROUP INCCAVA$690.1K8,7930.20%-0.05pp10q-5.2%-$37.6K
JOHNSON & JOHNSONJNJ$666.2K2,6230.19%-0.05pp19q-11.1%-$83.0K
VANGUARD WORLD FDVIS$626.2K1,7380.18%flat19qHELD
ELI LILLY & COLLY$604.5K5040.17%+0.02pp4q-1.0%-$6.0K
BOEING COBA$552.6K2,5530.16%+0.05pp2q+52.1%+$189.4K
SPACE EXPLORATION TECHN CORPSPCX$552.5K3,2330.16%-newNEW
BLACKSTONE INCBX$510.3K4,3370.15%-0.02pp11q+1.1%+$5.4K
LITHIUM ARGENTINA AGLAR$502.7K60,7860.14%+0.01pp6qHELD
VANGUARD INDEX FDSVOO$492.0K7160.14%flat4qHELD
VANGUARD INDEX FDSVB$482.0K1,5900.14%-0.01pp19q-3.8%-$18.8K
SCHWAB STRATEGIC TRSCHX$453.7K15,4150.13%flat19qHELD
PEPSICO INCPEP$435.6K3,2170.12%-0.03pp19q+7.1%+$28.7K
ORACLE CORPORCL$434.6K2,9660.12%-0.02pp5qHELD
SELECT SECTOR SPDR TRXLF$408.0K7,6100.12%-0.01pp19qHELD
VANECK ETF TRUSTGDX$377.2K5,0000.11%-newNEW
MASTERCARD INCORPORATEDMA$371.0K7220.11%-0.02pp4q-3.0%-$11.3K
VANGUARD INTL EQUITY INDEX FVWO$349.4K5,8530.10%-0.01pp19qHELD
STRYKER CORPORATIONSYK$321.1K1,0200.09%-0.06pp19q-25.7%-$111.1K
TAIWAN SEMICONDUCTOR MANUFACTSM$305.2K6390.09%-newNEW
SHOPIFY INCSHOP$301.8K2,6430.09%-0.02pp4q+0.8%+$2.3K
ISHARES TRIVV$298.2K3980.09%flat13qHELD
GRAYSCALE BITCOIN TRUST ETFGBTC$290.1K6,3730.08%-0.03pp10qHELD
ADVANCED MICRO DEVICES INCAMD$264.9K4560.08%-newNEW
DRAFTKINGS INC NEWDKNG$262.1K10,3780.08%flat17qHELD
LAM RESEARCH CORPLRCX$259.1K5980.07%-newNEW
BANK OF AMER CORPBAC$253.3K4,4450.07%flat14qHELD
INTERNATIONAL BUSINESS MACHSIBM$249.5K8870.07%flat2q+2.3%+$5.6K
IMUNON INCIMNN$247.8K34,3640.07%-0.01pp4qHELD
ISHARES TRDVY$240.4K1,5380.07%-0.01pp4q+0.8%+$1.9K
DANAHER CORP DELDHR$228.1K1,1980.07%-newNEW
SPOTIFY TECHNOLOGY S ASPOT$225.0K4900.06%flat4q+15.3%+$29.8K
ISHARES BITCOIN TRUST ETFIBIT$215.8K6,4830.06%-0.15pp7q-59.9%-$322.3K
MORGAN STANLEYMS$204.7K9790.06%-newNEW
ACV AUCTIONS INCACVA$115.5K16,0610.03%+0.01pp7qHELD
INDIE SEMICONDUCTOR INCINDI$73.4K16,3460.02%flat4qHELD
CELLECTAR BIOSCIENCES INCCLRB$50.1K10,3840.01%flat5qHELD
SERA PROGNOSTICS INCSERA$23.1K12,6690.01%flat5qHELD

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Retail & Consumer 12.1%Insurance 10.2%Software & IT Services 9.7%Semiconductors & Electronics 9.0%Business Services 8.2%Computer Hardware 7.2%Autos & Aerospace 3.7%Real Estate 2.7%Industrials 1.9%Energy 1.6%Other sectors 6.4%Not classified 27.2%
 
SectorValueShare
Retail & Consumer$42.3M12.1%
Insurance$35.5M10.2%
Software & IT Services$33.8M9.7%
Semiconductors & Electronics$31.5M9.0%
Business Services$28.5M8.2%
Computer Hardware$25.2M7.2%
Autos & Aerospace$12.8M3.7%
Real Estate$9.4M2.7%
Industrials$6.7M1.9%
Energy$5.7M1.6%
Other sectors$22.3M6.4%
Not classified$95.0M27.2%

What the disclosed book did

This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.

QuarterBookMarket DifferencePriced
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%

Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q2 2026$348.8M8892728749.3%44
Q1 2026$299.7M86526211047.2%44
Q4 2025$330.5M91318381048.8%48
Q3 2025$345.8M981519291446.6%43
Q2 2025$349.0M97111848245.1%44
Q1 2025$318.2M88829181146.0%43
Q4 2024$331.4M919918148.8%45
Q3 2024$324.7M8332010349.0%45
Q2 2024$296.8M8372022449.4%43
Q1 2024$290.5M8072010649.7%44
Q4 2023$260.6M799249951.4%43
Q3 2023$225.8M796166547.4%44
Q2 2023$227.7M78818151049.9%35
Q1 2023$232.4M8081115147.0%33
Q4 2022$186.2M735148552.9%39
Q3 2022$159.4M730281847.7%131
Q2 2022$180.8M81102642647.3%222
Q1 2022$217.1M97427111145.1%313
Q4 2021$224.7M104000045.9%403

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.