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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 and exited 41; 75 existing positions rose in reported value and 44 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
FMUN17.4% · -18%IEFA16.8% · -7%VV7.2% · 0%KLAC5.4% · +900%STX4.4% · 0%VEA4.1% · 0%AGG2.5% · -18%VOO2.2% · 0%MSFT2.0% · -3%VTI2.0% · 0%AVGO2.0% · 0%JPM1.5% · 0%DE1.5% · 0%VO1.5% · +300%BRK.B1.2% · 0%AAPL1.2% · -6%VB1.1% · -21%COST0.9% · 0%JNJ0.9% · 0%LOW0.8% · 0%ABBV0.8% · -19%VXUS0.7% · 0%CSCO0.7% · 0%ITW0.7% · 0%BLK0.7% · 0%RY0.6% · 0%IVV0.6% · 0%PEG0.5% · 0%COF0.5% · 0%PG0.5% · 0%ITOT0.4% · 0%INTC0.4% · 0%IWR0.4% · 0%NVDA0.4% · 0%LRCX0.4% · 0%PEP0.4% · 0%LMT0.4% · 0%PAYX0.4% · 0%GOOGL0.4% · 0%GVA0.4% · 0%ABT0.4% · 0%IEMG0.3% · 0%CSX0.3% · -5%USB0.3% · -2%AMZN0.3% · -21%COP0.3% · 0%GE0.3% · 0%MCD0.3% · 0%META0.3% · 0%GOOG0.3% · -33%IBM0.3% · 0%CVX0.3% · -10%GLW0.3% · 0%CAH0.3% · 0%AMGN0.2% · 0%GEV0.2% · 0%GS0.2% · -29%WMB0.2% · 0%DVY0.2% · 0%SYY0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 64.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 1, 2026.

Assets Under Management
$624.1M
Discretionary
$584.1M
Employees
8
Accounts
590
Address
265 FRANKLIN STREET
SUITE 403
BOSTON, MA 02110
Phone
(617) 423-0080
Website
Name Title / Status Ownership Type
ARCADIPANE, ALAN, LEONARD ControlPARTNER
since Mar 2006
75% or moreIndividual
PIENKOWSKA, PAULA, J ControlMANAGING MEMBER
since Jan 2018
10–25%Individual
GENTILI, JOSEPH, RCHIEF COMPLIANCE OFFICER
since Oct 2019
Less than 5%Individual
Ownership & leadership changes · 3 filings with changes since Mar 30, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2022 filing
  • ChangedARCADIPANE, ALAN, LEONARD · title MANAGING MEMBER → PARTNER
  • ChangedPIENKOWSKA, PAULA, J · title PARTNER → MANAGING MEMBER
Oct 2, 2019 filing
  • AddedGENTILI, JOSEPH, R · CHIEF COMPLIANCE OFFICER · Less than 5%
  • AddedPIENKOWSKA, PAULA, J · PARTNER · 10–25% · control person
  • ChangedARCADIPANE, ALAN, LEONARD · title MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER → MANAGING MEMBER
Mar 9, 2015 filing
  • ChangedARCADIPANE, ALAN, LEONARD · title MANAGER / CHIEF COMPLIANCE OFFICER → MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER
Mar 30, 2012 filing (earliest on record)
  • ListedARCADIPANE, ALAN, LEONARD · MANAGER / CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Riverview Trust Co Holdings (2026-06-30)

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
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