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Riverview Trust Co — 13F Holdings & Portfolio

CIK 1593600 · latest 13F-HR filed 2026-08-03

Backtest portfolio

Riverview Trust Co manages $83.9M in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FMUN (17.39%), IEFA (16.81%), VV (7.23%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 41, added to 75, and trimmed 44.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
900 WASHINGTON STREET
SUITE 900
VANCOUVER, WA 98660
Phone
(360) 759-2437
Filing Manager
Riverview Trust Co
VANCOUVER, WA
Signatory
JACI WARE
Trust Operations Specialist
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AUM

$83.9M

Long-equity book

Holdings

166

Distinct positions

Period

2026-06-30

Filed 2026-08-03

Q/Q Activity

+5 / −41 / ↑75 / ↓44

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Kla-Tencor Corp Com$2.3M +104.9%
  • Seagate Technology Hldngs PLC ADR$2.2M +146.3%
  • Vanguard Index FDS Morningstar LRG CP ETF$795.3K +15.1%
  • Vanguard FTSE Developed Markets ETF$346.7K +11.2%
  • Broadcom Inc$299.4K +22.0%
Show all 75 →

Top Trims

  • Fidelity Municipal Bond Index ETF-$2.8M -16.3%
  • iShares Core US Aggregate Bond ETF-$464.7K -18.1%
  • Qualcomm Inc-$120.0K -58.6%
  • Vanguard Morningstar Small-Cap ETF-$88.9K -8.6%
  • Chevron Corp-$85.4K -28.0%
Show all 44 →

New Positions

  • Unilever Plc ADR$134.2K
  • Fedex Freight Holding Company Inc Com$17.7K
  • Honeywell International Inc Com$16.8K
  • Honeywell Aerospace Inc Com$16.6K
  • Solstice Advanced Materials Inc Com$3.2K
Show all 5 →

Exited Positions

  • iShares Tr Core MSCI Intl$501.4K
  • Vanguard Wellington Fd US Momentum ETF$419.4K
  • Honeywell International Inc$59.9K
  • Micron Technology Inc Com$57.4K
  • Citigroup Inc$49.3K
Show all 41 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Fidelity Municipal Bond Index ETF FMUN 316188846 $14.6M 17.39% 289,629 SH
2 iShares Core MSCI EAFE ETF IEFA 46432F842 $14.1M 16.81% 146,064 SH
3 Vanguard Index FDS Morningstar LRG CP ETF VV 922908637 $6.1M 7.23% 17,649 SH
4 Kla-Tencor Corp Com KLAC 482480100 $4.5M 5.36% 14,900 SH
5 Seagate Technology Hldngs PLC ADR STX G7997R103 $3.7M 4.40% 3,829 SH
6 Vanguard FTSE Developed Markets ETF VEA 921943858 $3.4M 4.10% 48,354 SH
7 iShares Core US Aggregate Bond ETF AGG 464287226 $2.1M 2.50% 21,200 SH
8 Vanguard S&P 500 ETF VOO 922908363 $1.9M 2.24% 2,740 SH
9 Microsoft Corp MSFT 594918104 $1.7M 2.03% 4,568 SH
10 VANGUARD MRNGSTR TTL STK MKT ETF VTI 922908769 $1.7M 2.03% 4,604 SH
11 Broadcom Inc AVGO 11135F101 $1.7M 1.97% 4,387 SH
12 JPMorgan Chase & Co JPM 46625H100 $1.3M 1.53% 3,936 SH
13 Deere & Co DE 244199105 $1.3M 1.51% 1,997 SH
14 VANGUARD MRNGSTR MID CAP ETF VO 922908629 $1.3M 1.50% 15,624 SH
15 Berkshire Hathaway Inc B BRK.B 084670702 $1.0M 1.22% 2,054 SH
16 Apple Inc AAPL 037833100 $985.3K 1.17% 3,405 SH
17 Vanguard Morningstar Small-Cap ETF VB 922908751 $945.1K 1.13% 3,118 SH
18 Costco Wholesale Corp COST 22160K105 $751.2K 0.89% 803 SH
19 Johnson & Johnson JNJ 478160104 $742.9K 0.89% 2,925 SH
20 Lowe's Companies Inc LOW 548661107 $667.0K 0.79% 3,025 SH
21 AbbVie Inc ABBV 00287Y109 $652.5K 0.78% 2,593 SH
22 Vanguard Total Int'l Stock ETF VXUS 921909768 $618.9K 0.74% 7,239 SH
23 Cisco Systems Inc CSCO 17275R102 $592.1K 0.71% 5,041 SH
24 Illinois Tool Works Inc ITW 452308109 $572.0K 0.68% 2,115 SH
25 Blackrock Inc. BLK 09290D101 $562.5K 0.67% 585 SH
26 Royal Bank of Canada RY 780087102 $541.0K 0.64% 2,614 SH
27 iShares Core S&P 500 ETF IVV 464287200 $539.2K 0.64% 720 SH
28 Public Service Enterprise Group Inc PEG 744573106 $447.6K 0.53% 5,515 SH
29 Capital One Financial Corp COF 14040H105 $447.4K 0.53% 2,230 SH
30 Procter & Gamble Co PG 742718109 $395.9K 0.47% 2,700 SH
31 IShares Tr Core S&P Total Stock ETF ITOT 464287150 $353.8K 0.42% 2,154 SH
32 Intel Corp INTC 458140100 $353.5K 0.42% 2,532 SH
33 iShares Russell Midcap Index ETF IWR 464287499 $350.8K 0.42% 3,180 SH
34 Nvidia Corporation NVDA 67066G104 $348.2K 0.41% 1,740 SH
35 Lam Research Corp LRCX 512807306 $346.7K 0.41% 800 SH
36 PepsiCo Inc PEP 713448108 $327.4K 0.39% 2,418 SH
37 Lockheed Martin Corp Com LMT 539830109 $327.1K 0.39% 642 SH
38 Paychex Inc PAYX 704326107 $322.4K 0.38% 3,279 SH
39 Alphabet Inc A GOOGL 02079K305 $321.6K 0.38% 900 SH
40 Granite Construction Inc Com GVA 387328107 $297.0K 0.35% 1,879 SH
41 Abbott Laboratories ABT 002824100 $295.0K 0.35% 3,251 SH
42 iShares Core MSCI Emerging Markets ETF IEMG 46434G103 $292.1K 0.35% 3,526 SH
43 CSX Corp CSX 126408103 $286.9K 0.34% 6,036 SH
44 US Bancorp USB 902973304 $268.2K 0.32% 4,441 SH
45 Amazon.com Inc AMZN 023135106 $261.5K 0.31% 1,097 SH
46 ConocoPhillips COP 20825C104 $250.0K 0.30% 2,405 SH
47 GE Aerospace GE 369604301 $248.2K 0.30% 664 SH
48 McDonald's Corp MCD 580135101 $233.8K 0.28% 865 SH
49 Meta Platforms Inc Cl A META 30303M102 $223.1K 0.27% 396 SH
50 Alphabet Inc C GOOG 02079K107 $222.6K 0.27% 630 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-03 $83.9M 166 0001593600-26-000004
2026-03-31 2026-05-01 $81.2M 220 0001593600-26-000002
2025-12-31 2026-01-26 $83.1M 240 0001593600-26-000001