Riverview Capital Advisers, LLC — 13F Holdings & Portfolio

CIK 1962933 · latest 13F-HR filed 2026-08-13

Riverview Capital Advisers, LLC manages $348.8M in 13F-reported U.S. long-equity assets across 88 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (7.28%), BRK.B (7.25%), AAPL (7.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 7, added to 49, and trimmed 13.

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
265 FRANKLIN STREET
SUITE 400
BOSTON, MA 02110
Phone
(617) 423-0080
Filing Manager
Riverview Capital Advisers, LLC
BOSTON, MA
Signatory
Joseph Gentili
CCO
Loading holdings…
AUM

$348.8M

Long-equity book

Holdings

88

Distinct positions

Period

2026-06-30

Filed 2026-08-13

Q/Q Activity

+9 / −7 / ↑49 / ↓13

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$16.7M +213.6%
  • SERVICENOW INC$3.3M +81.2%
  • APPLE INC$3.3M +15.0%
  • VANGUARD INDEX FDS$2.9M +30.9%
  • UNITED RENTALS INC$2.5M +49.1%
Show all 49

Top Trims

  • OTIS WORLDWIDE CORP-$615.1K -31.1%
  • WALMART INC-$519.4K -7.6%
  • KINDER MORGAN INC DEL-$443.5K -7.2%
  • NETFLIX INC.-$419.9K -26.1%
  • ISHARES BITCOIN TRUST ETF-$405.2K -65.2%
Show all 13

New Positions

  • DICKS SPORTING GOODS INC$2.6M
  • MORGAN STANLEY ETF TRUST$1.0M
  • SPACE EXPLORATION TECHN CORP$552.5K
  • VANECK ETF TRUST$377.2K
  • TAIWAN SEMICONDUCTOR MANUFAC$305.2K
Show all 9

Exited Positions

  • BXP INC$6.8M
  • ISHARES TR$1.4M
  • SIRIUSXM HOLDINGS INC$732.8K
  • WISDOMTREE TR$361.3K
  • COSTAR GROUP INC$240.9K
Show all 7
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 AMAZON COM INC AMZN 023135106 $25.4M 7.28% 106,509 SH
2 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $25.3M 7.25% 50,542 SH
3 APPLE INC AAPL 037833100 $24.9M 7.15% 86,199 SH
4 MICRON TECHNOLOGY INC MU 595112103 $24.5M 7.03% 21,250 SH
5 VANGUARD INDEX FDS VO 922908629 $18.5M 5.29% 229,186 SH
6 VANGUARD INDEX FDS VUG 922908736 $12.4M 3.56% 144,092 SH
7 TESLA INC TSLA 88160R101 $12.2M 3.51% 29,115 SH
8 FUNDVANTAGE TR PCLG 36087T395 $9.9M 2.83% 453,193 SH
9 VANGUARD SPECIALIZED FUNDS VIG 921908844 $9.6M 2.74% 40,444 SH
10 PARK HOTELS & RESORTS INC PK 700517105 $9.3M 2.67% 653,370 SH
11 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $8.7M 2.50% 176,590 SH
12 MICROSOFT CORP MSFT 594918104 $8.6M 2.47% 23,104 SH
13 SALESFORCE INC CRM 79466L302 $8.1M 2.31% 51,438 SH
14 CAPITAL GROUP INTL FOCUS EQT CGXU 14019W109 $8.0M 2.29% 230,943 SH
15 MARKEL GROUP INC MKL 570535104 $7.8M 2.25% 4,019 SH
16 UNITED RENTALS INC URI 911363109 $7.6M 2.19% 6,737 SH
17 RYDER SYS INC R 783549108 $7.4M 2.12% 27,998 SH
18 HOME DEPOT INC HD 437076102 $7.4M 2.11% 20,850 SH
19 SERVICENOW INC NOW 81762P102 $7.3M 2.09% 73,571 SH
20 VANGUARD INDEX FDS VTI 922908769 $6.9M 1.98% 18,632 SH
21 CARRIER GLOBAL CORPORATION CARR 14448C104 $6.5M 1.85% 87,979 SH
22 SIMON PPTY GROUP INC NEW SPG 828806109 $6.4M 1.83% 28,555 SH
23 WALMART INC WMT 931142103 $6.3M 1.81% 55,775 SH
24 ALPHABET INC GOOGL 02079K305 $6.1M 1.76% 17,151 SH
25 KINDER MORGAN INC DEL KMI 49456B101 $5.7M 1.63% 178,223 SH
26 ISHARES TR IWD 464287598 $5.4M 1.56% 22,453 SH
27 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $5.0M 1.44% 63,510 SH
28 NVIDIA CORPORATION NVDA 67066G104 $4.9M 1.41% 24,591 SH
29 EVERSOURCE ENERGY ES 30040W108 $4.7M 1.33% 64,421 SH
30 ENBRIDGE INC ENB 29250N105 $3.8M 1.09% 70,141 SH
31 VISA INC V 92826C839 $3.7M 1.06% 10,805 SH
32 DICKS SPORTING GOODS INC DKS 253393102 $2.6M 0.74% 11,402 SH
33 AFLAC INC AFL 001055102 $2.3M 0.67% 19,871 SH
34 TEMPUS AI INC TEM 88023B103 $2.1M 0.61% 36,441 SH
35 LABCORP HOLDINGS INC LH 504922105 $1.9M 0.56% 6,941 SH
36 COCA COLA CO KO 191216100 $1.8M 0.53% 22,533 SH
37 AVALONBAY CMNTYS INC AVB 053484101 $1.7M 0.49% 9,064 SH
38 GOLDMAN SACHS GROUP INC GS 38141G104 $1.5M 0.43% 1,489 SH
39 ISHARES TR IWF 464287614 $1.5M 0.43% 12,075 SH
40 OTIS WORLDWIDE CORP OTIS 68902V107 $1.4M 0.39% 19,053 SH
41 STARWOOD PPTY TR INC STWD 85571B105 $1.4M 0.39% 82,505 SH
42 NETFLIX INC. NFLX 64110L106 $1.2M 0.34% 16,635 SH
43 ISHARES TR IYW 464287721 $1.1M 0.32% 9,834 SH
44 ISHARES TR IJR 464287804 $1.1M 0.32% 7,477 SH
45 MORGAN STANLEY ETF TRUST EVLN 61774R833 $1.0M 0.29% 21,013 SH
46 JPMORGAN CHASE & CO JPM 46625H100 $891.9K 0.26% 2,725 SH
47 META PLATFORMS INC META 30303M102 $885.4K 0.25% 1,572 SH
48 VANGUARD WORLD FD VGT 92204A702 $848.2K 0.24% 7,097 SH
49 EXXON MOBIL CORP XOM 30231G102 $769.8K 0.22% 5,630 SH
50 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $740.3K 0.21% 991 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $348.8M 88 0001962933-26-000003
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