Riverview Trust Co — 13F Holdings & Portfolio
CIK 1593600 · latest 13F-HR filed 2026-05-01
Riverview Trust Co manages $81.2M in 13F-reported U.S. long-equity assets across 220 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are FMUN (18.64%), IEFA (16.92%), VV (6.50%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 11 new positions, exited 28, added to 54, and trimmed 73.
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.
$81.2M
Long-equity book
220
Distinct positions
2026-03-31
Filed 2026-05-01
+11 / −28 / ↑54 / ↓73
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Seagate Technology Hldngs PLC ADR$445.6K +42.3%
- Kla-Tencor Corp Com$383.4K +21.2%
- Deere & Co$195.2K +21.0%
- CSX Corp$192.1K +282.7%
- Johnson & Johnson$109.7K +18.1%
Top Trims
- Microsoft Corp-$531.9K -23.5%
- Vanguard Large Cap Index Fund ETF-$281.5K -5.1%
- Broadcom Inc-$160.5K -10.6%
- Meta Platforms Inc Cl A-$158.9K -41.2%
- Capital One Financial Corp-$133.6K -24.7%
New Positions
- Norfolk Southern Corp Com$104.8K
- Waters Corp$29.8K
- Vanguard Charlotte Fds Total Int Bd ETF$22.2K
- JPMorgan Betabuilders Japan ETF$5.2K
- Ishares Tr US Treas Bd ETF$5.1K
Exited Positions
- Bank America Corp Cnv Pfd L$217.8K
- Wells Fargo Co New Perp Pfd Cnv A$202.4K
- Unilever Plc ADR$156.0K
- Fomento Economico Mexicano ADR$144.9K
- Totalenergies Se Act$114.1K
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 | $15.1M | 18.64% | 304,950 | SH |
| 2 | iShares Core MSCI EAFE ETF | IEFA | 46432F842 | $13.7M | 16.92% | 151,754 | SH |
| 3 | Vanguard Large Cap Index Fund ETF | VV | 922908637 | $5.3M | 6.50% | 17,649 | SH |
| 4 | Vanguard FTSE Developed Markets ETF | VEA | 921943858 | $3.1M | 3.82% | 48,354 | SH |
| 5 | iShares Core US Aggregate Bond ETF | AGG | 464287226 | $2.6M | 3.16% | 25,819 | SH |
| 6 | Fidelity Municipal Bond Index ETF | FMUN | 316188846 | $2.3M | 2.84% | 46,515 | SH |
| 7 | Kla-Tencor Corp Com | KLAC | 482480100 | $2.2M | 2.70% | 1,490 | SH |
| 8 | Microsoft Corp | MSFT | 594918104 | $1.7M | 2.08% | 4,568 | SH |
| 9 | Vanguard S&P 500 ETF | VOO | 922908363 | $1.6M | 2.02% | 2,740 | SH |
| 10 | Seagate Technology Hldngs PLC ADR | STX | G7997R103 | $1.5M | 1.85% | 3,829 | SH |
| 11 | Vanguard Total Stock Market ETF | VTI | 922908769 | $1.5M | 1.82% | 4,604 | SH |
| 12 | Broadcom Inc | AVGO | 11135F101 | $1.4M | 1.67% | 4,387 | SH |
| 13 | JPMorgan Chase & Co | JPM | 46625H100 | $1.2M | 1.43% | 3,936 | SH |
| 14 | Deere & Co | DE | 244199105 | $1.1M | 1.39% | 1,997 | SH |
| 15 | Vanguard Mid Cap Index Fund ETF | VO | 922908629 | $1.1M | 1.38% | 3,906 | SH |
| 16 | Berkshire Hathaway Inc B | BRK.B | 084670702 | $984.3K | 1.21% | 2,054 | SH |
| 17 | Apple Inc | AAPL | 037833100 | $864.2K | 1.06% | 3,405 | SH |
| 18 | Vanguard Small Cap Index Fund ETF | VB | 922908751 | $816.7K | 1.01% | 3,118 | SH |
| 19 | Costco Wholesale Corp | COST | 22160K105 | $800.1K | 0.99% | 803 | SH |
| 20 | Johnson & Johnson | JNJ | 478160104 | $715.0K | 0.88% | 2,925 | SH |
| 21 | Lowe's Companies Inc | LOW | 548661107 | $714.7K | 0.88% | 3,025 | SH |
| 22 | AbbVie Inc | ABBV | 00287Y109 | $564.0K | 0.69% | 2,593 | SH |
| 23 | Blackrock Inc. | BLK | 09290D101 | $562.6K | 0.69% | 585 | SH |
| 24 | Vanguard Total Int'l Stock ETF | VXUS | 921909768 | $558.2K | 0.69% | 7,239 | SH |
| 25 | Illinois Tool Works Inc | ITW | 452308109 | $550.5K | 0.68% | 2,115 | SH |
| 26 | iShares Tr Core MSCI Intl | IDEV | 46435G326 | $501.4K | 0.62% | 6,000 | SH |
| 27 | iShares Core MSCI EAFE ETF | IEFA | 46432F842 | $494.8K | 0.61% | 5,466 | SH |
| 28 | iShares Core S&P 500 ETF | IVV | 464287200 | $470.3K | 0.58% | 720 | SH |
| 29 | Public Service Enterprise Group Inc | PEG | 744573106 | $446.4K | 0.55% | 5,515 | SH |
| 30 | Royal Bank of Canada | RY | 780087102 | $422.9K | 0.52% | 2,614 | SH |
| 31 | Vanguard Wellington Fd US Momentum ETF | VFMO | 921935508 | $419.4K | 0.52% | 2,128 | SH |
| 32 | Capital One Financial Corp | COF | 14040H105 | $406.8K | 0.50% | 2,230 | SH |
| 33 | Cisco Systems Inc | CSCO | 17275R102 | $391.1K | 0.48% | 5,041 | SH |
| 34 | Procter & Gamble Co | PG | 742718109 | $390.0K | 0.48% | 2,700 | SH |
| 35 | Lockheed Martin Corp Com | LMT | 539830109 | $388.0K | 0.48% | 642 | SH |
| 36 | PepsiCo Inc | PEP | 713448108 | $375.5K | 0.46% | 2,418 | SH |
| 37 | Abbott Laboratories | ABT | 002824100 | $333.8K | 0.41% | 3,251 | SH |
| 38 | ConocoPhillips | COP | 20825C104 | $317.5K | 0.39% | 2,405 | SH |
| 39 | iShares Russell Midcap Index ETF | IWR | 464287499 | $309.2K | 0.38% | 3,180 | SH |
| 40 | IShares Tr Core S&P Total Stock ETF | ITOT | 464287150 | $306.8K | 0.38% | 2,154 | SH |
| 41 | Nvidia Corporation | NVDA | 67066G104 | $303.5K | 0.37% | 1,740 | SH |
| 42 | Paychex Inc | PAYX | 704326107 | $302.1K | 0.37% | 3,279 | SH |
| 43 | Chevron Corp | CVX | 166764100 | $273.5K | 0.34% | 1,322 | SH |
| 44 | McDonald's Corp | MCD | 580135101 | $268.8K | 0.33% | 865 | SH |
| 45 | CSX Corp | CSX | 126408103 | $260.1K | 0.32% | 6,336 | SH |
| 46 | Alphabet Inc A | GOOGL | 02079K305 | $258.8K | 0.32% | 900 | SH |
| 47 | iShares Core MSCI Emerging Markets ETF | IEMG | 46434G103 | $245.9K | 0.30% | 3,526 | SH |
| 48 | AT&T Inc | T | 00206R102 | $236.2K | 0.29% | 8,146 | SH |
| 49 | US Bancorp | USB | 902973304 | $236.1K | 0.29% | 4,540 | SH |
| 50 | Amazon.com Inc | AMZN | 023135106 | $228.5K | 0.28% | 1,097 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-01 | $81.2M | 220 | 0001593600-26-000002 |
| 2025-12-31 | 2026-01-26 | $83.1M | 240 | 0001593600-26-000001 |