Riverview Capital Advisers, LLC — 13F Holdings & Portfolio
CIK 1962933 · latest 13F-HR filed 2026-05-14
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
$299.7M
Long-equity book
Holdings
86
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+5 / −10 / ↑20 / ↓38
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CAPITAL GROUP DIVIDEND VALUE$4.3M +181.0%
- SERVICENOW INC$3.8M +1366.1%
- VANGUARD SCOTTSDALE FDS$2.2M +247.0%
- VANGUARD SPECIALIZED FUNDS$1.2M +17.6%
- KINDER MORGAN INC DEL$1.1M +22.6%
Top Trims
- VANGUARD INDEX FDS-$12.9M -96.8%
- SIMON PPTY GROUP INC NEW-$4.1M -42.8%
- MICROSOFT CORP-$2.7M -23.6%
- APPLE INC-$2.6M -10.5%
- AMAZON COM INC-$2.5M -9.7%
New Positions
- SALESFORCE INC$7.9M
- OTIS WORLDWIDE CORP$2.0M
- ISHARES TR$436.4K
- BOEING CO$334.0K
- INTERNATIONAL BUSINESS MACHS$210.1K
Exited Positions
- EQUITY RESIDENTIAL$3.5M
- TOLL BROTHERS INC$3.3M
- PUBLIC STORAGE OPER CO$3.2M
- PHILLIPS 66$2.7M
- VICI PPTYS INC$2.6M
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 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $24.3M | 8.11% | 50,712 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $23.6M | 7.87% | 113,232 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $21.7M | 7.24% | 85,442 | SH |
| 4 | VANGUARD INDEX FDS | VO | 922908629 | $16.4M | 5.47% | 57,029 | SH |
| 5 | TESLA INC | TSLA | 88160R101 | $10.9M | 3.63% | 29,285 | SH |
| 6 | FUNDVANTAGE TR | PCLG | 36087T395 | $10.2M | 3.42% | 500,775 | SH |
| 7 | VANGUARD INDEX FDS | VUG | 922908736 | $9.5M | 3.16% | 21,708 | SH |
| 8 | MICROSOFT CORP | MSFT | 594918104 | $8.7M | 2.89% | 23,429 | SH |
| 9 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $8.0M | 2.68% | 37,366 | SH |
| 10 | MARKEL GROUP INC | MKL | 570535104 | $8.0M | 2.68% | 4,196 | SH |
| 11 | SALESFORCE INC | CRM | 79466L302 | $7.9M | 2.62% | 42,067 | SH |
| 12 | MICRON TECHNOLOGY INC | MU | 595112103 | $7.8M | 2.61% | 23,152 | SH |
| 13 | PARK HOTELS & RESORTS INC | PK | 700517105 | $7.0M | 2.34% | 665,678 | SH |
| 14 | WALMART INC | WMT | 931142103 | $6.8M | 2.28% | 55,009 | SH |
| 15 | BXP INC | BXP | 101121101 | $6.8M | 2.25% | 130,098 | SH |
| 16 | CAPITAL GROUP DIVIDEND VALUE | CGDV | 14020W106 | $6.7M | 2.24% | 158,014 | SH |
| 17 | CAPITAL GROUP INTL FOCUS EQT | CGXU | 14019W109 | $6.7M | 2.22% | 225,619 | SH |
| 18 | CARRIER GLOBAL CORPORATION | CARR | 14448C104 | $6.1M | 2.05% | 109,132 | SH |
| 19 | KINDER MORGAN INC DEL | KMI | 49456B101 | $6.1M | 2.05% | 183,159 | SH |
| 20 | VANGUARD INDEX FDS | VTI | 922908769 | $6.0M | 2.01% | 18,796 | SH |
| 21 | RYDER SYS INC | R | 783549108 | $6.0M | 2.00% | 29,228 | SH |
| 22 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $5.5M | 1.84% | 29,525 | SH |
| 23 | UNITED RENTALS INC | URI | 911363109 | $5.1M | 1.71% | 7,024 | SH |
| 24 | HOME DEPOT INC | HD | 437076102 | $5.0M | 1.66% | 15,128 | SH |
| 25 | ISHARES TR | IWD | 464287598 | $4.8M | 1.60% | 22,394 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $4.7M | 1.57% | 16,329 | SH |
| 27 | EVERSOURCE ENERGY | ES | 30040W108 | $4.5M | 1.51% | 65,277 | SH |
| 28 | SERVICENOW INC | NOW | 81762P102 | $4.0M | 1.35% | 38,559 | SH |
| 29 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.0M | 1.33% | 22,857 | SH |
| 30 | ENBRIDGE INC | ENB | 29250N105 | $3.8M | 1.28% | 70,791 | SH |
| 31 | VISA INC | V | 92826C839 | $3.3M | 1.09% | 10,776 | SH |
| 32 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $3.2M | 1.05% | 39,844 | SH |
| 33 | AFLAC INC | AFL | 001055102 | $2.2M | 0.73% | 19,987 | SH |
| 34 | OTIS WORLDWIDE CORP | OTIS | 68902V107 | $2.0M | 0.66% | 25,679 | SH |
| 35 | LABCORP HOLDINGS INC | LH | 504922105 | $1.8M | 0.62% | 6,922 | SH |
| 36 | COCA COLA CO | KO | 191216100 | $1.7M | 0.57% | 22,377 | SH |
| 37 | STARWOOD PPTY TR INC | STWD | 85571B105 | $1.7M | 0.56% | 98,021 | SH |
| 38 | TEMPUS AI INC | TEM | 88023B103 | $1.6M | 0.55% | 36,441 | SH |
| 39 | NETFLIX INC. | NFLX | 64110L106 | $1.6M | 0.54% | 16,720 | SH |
| 40 | AVALONBAY CMNTYS INC | AVB | 053484101 | $1.5M | 0.50% | 9,234 | SH |
| 41 | ISHARES TR | INDA | 46429B598 | $1.4M | 0.46% | 29,115 | SH |
| 42 | ISHARES TR | IWF | 464287614 | $1.3M | 0.45% | 3,128 | SH |
| 43 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $1.3M | 0.42% | 1,482 | SH |
| 44 | ISHARES TR | IYW | 464287721 | $1.1M | 0.38% | 9,834 | SH |
| 45 | EXXON MOBIL CORP | XOM | 30231G102 | $1.1M | 0.36% | 6,365 | SH |
| 46 | META PLATFORMS INC | META | 30303M102 | $862.2K | 0.29% | 1,507 | SH |
| 47 | JPMORGAN CHASE & CO | JPM | 46625H100 | $793.3K | 0.26% | 2,697 | SH |
| 48 | CAVA GROUP INC | CAVA | 148929102 | $750.1K | 0.25% | 9,272 | SH |
| 49 | SIRIUSXM HOLDINGS INC | SIRI | 829933100 | $732.8K | 0.24% | 31,752 | SH |
| 50 | JOHNSON & JOHNSON | JNJ | 478160104 | $721.1K | 0.24% | 2,950 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $299.7M | 86 | 0001962933-26-000002 |
| 2025-12-31 | 2026-02-17 | $330.5M | 91 | 0001962933-26-000001 |
| 2025-09-30 | 2025-11-12 | $345.8M | 98 | 0001962933-25-000006 |