Riverview Capital Advisers, LLC
Reported holdings as of Q2 2026, from 19 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | $25.4M | 106,509 | -0.59pp | 19q | -5.9%-$1.6M | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $25.3M | 50,542 | -0.86pp | 19q | HELD | |
| APPLE INC | AAPL | $24.9M | 86,199 | -0.08pp | 19q | +0.9%+$219.0K | |
| MICRON TECHNOLOGY INC | MU | $24.5M | 21,250 | +4.42pp | 19q | -8.2%-$2.2M | |
| VANGUARD INDEX FDS | VO | $18.5M | 229,186 | -0.17pp | 19q | +301.9%+$13.9M | |
| VANGUARD INDEX FDS | VUG | $12.4M | 144,092 | +0.39pp | 19q | +563.8%+$10.5M | |
| TESLA INC | TSLA | $12.2M | 29,115 | -0.12pp | 19q | -0.6%-$71.5K | |
| FUNDVANTAGE TR | PCLG | $9.9M | 453,193 | -0.59pp | 4q | -9.5%-$1.0M | |
| VANGUARD SPECIALIZED FUNDS | VIG | $9.6M | 40,444 | +0.06pp | 19q | +8.2%+$728.3K | |
| PARK HOTELS & RESORTS INC | PK | $9.3M | 653,370 | +0.33pp | 6q | -1.8%-$175.4K | |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | $8.7M | 176,590 | +0.25pp | 9q | +11.8%+$915.4K | |
| MICROSOFT CORP | MSFT | $8.6M | 23,104 | -0.42pp | 19q | -1.4%-$121.2K | |
| SALESFORCE INC | CRM | $8.1M | 51,438 | -0.31pp | 2q | +22.3%+$1.5M | |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | $8.0M | 230,943 | +0.07pp | 18q | +2.4%+$184.3K | |
| MARKEL GROUP INC | MKL | $7.8M | 4,019 | -0.43pp | 4q | -4.2%-$345.7K | |
| UNITED RENTALS INC | URI | $7.6M | 6,737 | +0.48pp | 5q | -4.1%-$325.1K | |
| RYDER SYS INC | R | $7.4M | 27,998 | +0.12pp | 5q | -4.2%-$324.4K | |
| HOME DEPOT INC | HD | $7.4M | 20,850 | +0.45pp | 19q | +37.8%+$2.0M | |
| SERVICENOW INC | NOW | $7.3M | 73,571 | +0.75pp | 4q | +90.8%+$3.5M | |
| VANGUARD INDEX FDS | VTI | $6.9M | 18,632 | -0.04pp | 19q | -0.9%-$60.7K | |
| CARRIER GLOBAL CORPORATION | CARR | $6.5M | 87,979 | -0.20pp | 19q | -19.4%-$1.6M | |
| SIMON PPTY GROUP INC NEW | SPG | $6.4M | 28,555 | -0.01pp | 17q | -3.3%-$216.9K | |
| WALMART INC | WMT | $6.3M | 55,775 | -0.47pp | 19q | +1.4%+$86.8K | |
| ALPHABET INC | GOOGL | $6.1M | 17,151 | +0.19pp | 19q | +5.0%+$293.8K | |
| KINDER MORGAN INC DEL | KMI | $5.7M | 178,223 | -0.42pp | 10q | -2.7%-$157.8K | |
| ISHARES TR | IWD | $5.4M | 22,453 | -0.04pp | 19q | HELD | |
| VANGUARD SCOTTSDALE FDS | VCSH | $5.0M | 63,510 | +0.39pp | 19q | +59.4%+$1.9M | |
| NVIDIA CORPORATION | NVDA | $4.9M | 24,591 | +0.08pp | 19q | +7.6%+$347.0K | |
| EVERSOURCE ENERGY | ES | $4.7M | 64,421 | -0.17pp | 9q | -1.3%-$61.9K | |
| ENBRIDGE INC | ENB | $3.8M | 70,141 | -0.19pp | 17q | -0.9%-$35.2K | |
| VISA INC | V | $3.7M | 10,805 | -0.02pp | 19q | HELD | |
| DICKS SPORTING GOODS INC | DKS | $2.6M | 11,402 | - | new | NEW | |
| AFLAC INC | AFL | $2.3M | 19,871 | -0.06pp | 19q | -0.6%-$13.6K | |
| TEMPUS AI INC | TEM | $2.1M | 36,441 | +0.06pp | 6q | HELD | |
| LABCORP HOLDINGS INC | LH | $1.9M | 6,941 | -0.06pp | 9q | HELD | |
| COCA COLA CO | KO | $1.8M | 22,533 | -0.04pp | 19q | +0.7%+$12.7K | |
| AVALONBAY CMNTYS INC | AVB | $1.7M | 9,064 | -0.01pp | 11q | -1.8%-$32.1K | |
| GOLDMAN SACHS GROUP INC | GS | $1.5M | 1,489 | +0.01pp | 11q | HELD | |
| ISHARES TR | IWF | $1.5M | 12,075 | -0.02pp | 12q | +286.0%+$1.1M | |
| OTIS WORLDWIDE CORP | OTIS | $1.4M | 19,053 | -0.27pp | 2q | -25.8%-$474.4K | |
| STARWOOD PPTY TR INC | STWD | $1.4M | 82,505 | -0.18pp | 10q | -15.8%-$254.2K | |
| NETFLIX INC | NFLX | $1.2M | 16,635 | -0.20pp | 19q | -0.5%-$6.1K | |
| ISHARES TR | IYW | $1.1M | 9,834 | -0.05pp | 19q | HELD | |
| ISHARES TR | IJR | $1.1M | 7,477 | +0.17pp | 2q | +113.0%+$588.4K | |
| MORGAN STANLEY ETF TRUST | EVLN | $1.0M | 21,013 | - | new | NEW | |
| JPMORGAN CHASE & CO | JPM | $891.9K | 2,725 | -0.01pp | 15q | +1.0%+$9.2K | |
| META PLATFORMS INC | META | $885.4K | 1,572 | -0.03pp | 13q | +4.3%+$36.6K | |
| VANGUARD WORLD FD | VGT | $848.2K | 7,097 | +0.04pp | 11q | +701.0%+$742.3K | |
| EXXON MOBIL CORP | XOMXXXX | $769.8K | 5,630 | -0.14pp | 19q | -11.5%-$100.5K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $740.3K | 991 | flat | 11q | HELD | |
| KONINKLIJKE PHILIPS N V | PHG | $691.0K | 25,412 | -0.03pp | 9q | +3.7%+$24.7K | |
| CAVA GROUP INC | CAVA | $690.1K | 8,793 | -0.05pp | 10q | -5.2%-$37.6K | |
| JOHNSON & JOHNSON | JNJ | $666.2K | 2,623 | -0.05pp | 19q | -11.1%-$83.0K | |
| VANGUARD WORLD FD | VIS | $626.2K | 1,738 | flat | 19q | HELD | |
| ELI LILLY & CO | LLY | $604.5K | 504 | +0.02pp | 4q | -1.0%-$6.0K | |
| BOEING CO | BA | $552.6K | 2,553 | +0.05pp | 2q | +52.1%+$189.4K | |
| SPACE EXPLORATION TECHN CORP | SPCX | $552.5K | 3,233 | - | new | NEW | |
| BLACKSTONE INC | BX | $510.3K | 4,337 | -0.02pp | 11q | +1.1%+$5.4K | |
| LITHIUM ARGENTINA AG | LAR | $502.7K | 60,786 | +0.01pp | 6q | HELD | |
| VANGUARD INDEX FDS | VOO | $492.0K | 716 | flat | 4q | HELD | |
| VANGUARD INDEX FDS | VB | $482.0K | 1,590 | -0.01pp | 19q | -3.8%-$18.8K | |
| SCHWAB STRATEGIC TR | SCHX | $453.7K | 15,415 | flat | 19q | HELD | |
| PEPSICO INC | PEP | $435.6K | 3,217 | -0.03pp | 19q | +7.1%+$28.7K | |
| ORACLE CORP | ORCL | $434.6K | 2,966 | -0.02pp | 5q | HELD | |
| SELECT SECTOR SPDR TR | XLF | $408.0K | 7,610 | -0.01pp | 19q | HELD | |
| VANECK ETF TRUST | GDX | $377.2K | 5,000 | - | new | NEW | |
| MASTERCARD INCORPORATED | MA | $371.0K | 722 | -0.02pp | 4q | -3.0%-$11.3K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $349.4K | 5,853 | -0.01pp | 19q | HELD | |
| STRYKER CORPORATION | SYK | $321.1K | 1,020 | -0.06pp | 19q | -25.7%-$111.1K | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $305.2K | 639 | - | new | NEW | |
| SHOPIFY INC | SHOP | $301.8K | 2,643 | -0.02pp | 4q | +0.8%+$2.3K | |
| ISHARES TR | IVV | $298.2K | 398 | flat | 13q | HELD | |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | $290.1K | 6,373 | -0.03pp | 10q | HELD | |
| ADVANCED MICRO DEVICES INC | AMD | $264.9K | 456 | - | new | NEW | |
| DRAFTKINGS INC NEW | DKNG | $262.1K | 10,378 | flat | 17q | HELD | |
| LAM RESEARCH CORP | LRCX | $259.1K | 598 | - | new | NEW | |
| BANK OF AMER CORP | BAC | $253.3K | 4,445 | flat | 14q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $249.5K | 887 | flat | 2q | +2.3%+$5.6K | |
| IMUNON INC | IMNN | $247.8K | 34,364 | -0.01pp | 4q | HELD | |
| ISHARES TR | DVY | $240.4K | 1,538 | -0.01pp | 4q | +0.8%+$1.9K | |
| DANAHER CORP DEL | DHR | $228.1K | 1,198 | - | new | NEW | |
| SPOTIFY TECHNOLOGY S A | SPOT | $225.0K | 490 | flat | 4q | +15.3%+$29.8K | |
| ISHARES BITCOIN TRUST ETF | IBIT | $215.8K | 6,483 | -0.15pp | 7q | -59.9%-$322.3K | |
| MORGAN STANLEY | MS | $204.7K | 979 | - | new | NEW | |
| ACV AUCTIONS INC | ACVA | $115.5K | 16,061 | +0.01pp | 7q | HELD | |
| INDIE SEMICONDUCTOR INC | INDI | $73.4K | 16,346 | flat | 4q | HELD | |
| CELLECTAR BIOSCIENCES INC | CLRB | $50.1K | 10,384 | flat | 5q | HELD | |
| SERA PROGNOSTICS INC | SERA | $23.1K | 12,669 | flat | 5q | HELD |
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.
| Sector | Value | Share |
|---|---|---|
| Retail & Consumer | $42.3M | 12.1% |
| Insurance | $35.5M | 10.2% |
| Software & IT Services | $33.8M | 9.7% |
| Semiconductors & Electronics | $31.5M | 9.0% |
| Business Services | $28.5M | 8.2% |
| Computer Hardware | $25.2M | 7.2% |
| Autos & Aerospace | $12.8M | 3.7% |
| Real Estate | $9.4M | 2.7% |
| Industrials | $6.7M | 1.9% |
| Energy | $5.7M | 1.6% |
| Other sectors | $22.3M | 6.4% |
| Not classified | $95.0M | 27.2% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $348.8M | 88 | 9 | 27 | 28 | 7 | 49.3% | 44 |
| Q1 2026 | $299.7M | 86 | 5 | 26 | 21 | 10 | 47.2% | 44 |
| Q4 2025 | $330.5M | 91 | 3 | 18 | 38 | 10 | 48.8% | 48 |
| Q3 2025 | $345.8M | 98 | 15 | 19 | 29 | 14 | 46.6% | 43 |
| Q2 2025 | $349.0M | 97 | 11 | 18 | 48 | 2 | 45.1% | 44 |
| Q1 2025 | $318.2M | 88 | 8 | 29 | 18 | 11 | 46.0% | 43 |
| Q4 2024 | $331.4M | 91 | 9 | 9 | 18 | 1 | 48.8% | 45 |
| Q3 2024 | $324.7M | 83 | 3 | 20 | 10 | 3 | 49.0% | 45 |
| Q2 2024 | $296.8M | 83 | 7 | 20 | 22 | 4 | 49.4% | 43 |
| Q1 2024 | $290.5M | 80 | 7 | 20 | 10 | 6 | 49.7% | 44 |
| Q4 2023 | $260.6M | 79 | 9 | 24 | 9 | 9 | 51.4% | 43 |
| Q3 2023 | $225.8M | 79 | 6 | 16 | 6 | 5 | 47.4% | 44 |
| Q2 2023 | $227.7M | 78 | 8 | 18 | 15 | 10 | 49.9% | 35 |
| Q1 2023 | $232.4M | 80 | 8 | 11 | 15 | 1 | 47.0% | 33 |
| Q4 2022 | $186.2M | 73 | 5 | 14 | 8 | 5 | 52.9% | 39 |
| Q3 2022 | $159.4M | 73 | 0 | 28 | 1 | 8 | 47.7% | 131 |
| Q2 2022 | $180.8M | 81 | 10 | 26 | 4 | 26 | 47.3% | 222 |
| Q1 2022 | $217.1M | 97 | 4 | 27 | 11 | 11 | 45.1% | 313 |
| Q4 2021 | $224.7M | 104 | 0 | 0 | 0 | 0 | 45.9% | 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.