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Riverview Capital Advisers, LLC Top Holdings and 13F Report (2026)

About Riverview Capital Advisers, LLC

Investment Activity

  • Riverview Capital Advisers, LLC has $299.67 million in total holdings as of March 31, 2026.
  • Riverview Capital Advisers, LLC owns shares of 86 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 8.83% of the portfolio was purchased this quarter.
  • About 13.79% of the portfolio was sold this quarter.
  • This quarter, Riverview Capital Advisers, LLC has purchased 91 new stocks and bought additional shares in 38 stocks.
  • Riverview Capital Advisers, LLC sold shares of 25 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$24,301,191
Amazon.com
$23,582,842
Apple
$21,684,357
Tesla
$10,886,699

Largest New Holdings this Quarter

79466L302 - Salesforce
$7,852,647 Holding
68902V107 - Otis Worldwide
$1,979,305 Holding
464287804 - iShares Core S&P Small-Cap ETF
$436,372 Holding
097023105 - Boeing
$333,973 Holding
459200101 - International Business Machines
$210,146 Holding

Largest Purchases this Quarter

Salesforce
42,067 shares (about $7.85M)
Capital Group Dividend Value ETF
103,201 shares (about $4.39M)
ServiceNow
36,764 shares (about $3.84M)
Vanguard Short-Term Corporate Bond ETF
28,427 shares (about $2.25M)
Otis Worldwide
25,679 shares (about $1.98M)

Largest Sales this Quarter

Vanguard Small-Cap ETF
50,182 shares (about $13.14M)
Simon Property Group
22,474 shares (about $4.19M)
Vanguard Industrials ETF
4,444 shares (about $1.39M)
AvalonBay Communities
7,485 shares (about $1.22M)
Johnson & Johnson
4,221 shares (about $1.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiverview Capital Advisers, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$24,301,191$161,490 â–²0.7%50,7128.1%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,582,842$22,285 â–²0.1%113,2327.9%Retail/Wholesale
Apple Inc. stock logo
AAPL
Apple
$21,684,357$941,055 â–¼-4.2%85,4427.2%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$16,377,644$687,224 â–²4.4%57,0295.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$10,886,6990.0%29,2853.6%Auto/Tires/Trucks
FUNDVANTAGE TR
$10,245,6120.0%500,7753.4%POLEN FOCUS GROW
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$9,481,988$805,890 â–²9.3%21,7083.2%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$8,672,895$18,509 â–¼-0.2%23,4292.9%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$8,035,891$1,351,000 â–²20.2%37,3662.7%ETF
Markel Group Inc. stock logo
MKL
Markel Group
$8,031,438$38,281 â–²0.5%4,1962.7%Multi-Sector Conglomerates
Salesforce Inc. stock logo
CRM
Salesforce
$7,852,647$7,852,647 â–²New Holding42,0672.6%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$7,821,672$118,244 â–¼-1.5%23,1522.6%Computer and Technology
Park Hotels & Resorts Inc. stock logo
PK
Park Hotels & Resorts
$7,009,592$128,466 â–¼-1.8%665,6782.3%Finance
WALMART INC
$6,836,475$207,546 â–²3.1%55,0092.3%COM
BXP, Inc. stock logo
BXP
BXP
$6,752,073$70,791 â–¼-1.0%130,0982.3%Finance
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$6,721,929$4,390,179 â–²188.3%158,0142.2%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$6,653,505$264,083 â–²4.1%225,6192.2%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$6,145,231$151,136 â–¼-2.4%109,1322.1%Construction
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$6,141,337$30,076 â–²0.5%183,1592.0%Energy
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,029,942$298,353 â–²5.2%18,7962.0%ETF
Ryder System, Inc. stock logo
R
Ryder System
$5,983,247$44,831 â–²0.8%29,2282.0%Transportation
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$5,507,220$4,192,016 â–¼-43.2%29,5251.8%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$5,117,665$91,075 â–¼-1.7%7,0241.7%Construction
The Home Depot, Inc. stock logo
HD
Home Depot
$4,975,567$29,930 â–¼-0.6%15,1281.7%Retail/Wholesale
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$4,784,836$14,316 â–²0.3%22,3941.6%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,695,620$184,328 â–²4.1%16,3291.6%Computer and Technology
Eversource Energy stock logo
ES
Eversource Energy
$4,522,403$19,745 â–¼-0.4%65,2771.5%Utilities
ServiceNow, Inc. stock logo
NOW
ServiceNow
$4,031,344$3,843,677 â–²2,048.1%38,5591.3%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,986,267$1,744 â–¼0.0%22,8571.3%Computer and Technology
Enbridge Inc stock logo
ENB
Enbridge
$3,832,625$71,681 â–¼-1.8%70,7911.3%Energy
Visa Inc. stock logo
V
Visa
$3,256,857$112,733 â–²3.6%10,7761.1%Business Services
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$3,158,460$2,253,427 â–²249.0%39,8441.1%ETF
Aflac Incorporated stock logo
AFL
Aflac
$2,192,773$11,739 â–²0.5%19,9870.7%Finance
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$1,979,305$1,979,305 â–²New Holding25,6790.7%Industrials
LABCORP HOLDINGS INC
$1,846,962$4,536 â–²0.2%6,9220.6%COM SHS
CocaCola Company (The) stock logo
KO
CocaCola
$1,701,771$13,233 â–¼-0.8%22,3770.6%Consumer Staples
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$1,687,920$189,179 â–¼-10.1%98,0210.6%Finance
TEMPUS AI INC
$1,647,8630.0%36,4410.5%CL A
Netflix, Inc. stock logo
NFLX
Netflix
$1,607,628$3,846 â–²0.2%16,7200.5%Consumer Discretionary
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$1,508,452$1,222,738 â–¼-44.8%9,2340.5%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$1,363,747$140,520 â–²11.5%29,1150.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,333,810$9,807 â–¼-0.7%3,1280.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,253,815$6,768 â–²0.5%1,4820.4%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,129,1400.0%9,8340.4%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,079,838$5,259 â–²0.5%6,3650.4%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$862,173$74,375 â–²9.4%1,5070.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$793,349$588 â–¼-0.1%2,6970.3%Finance
CAVA Group, Inc. stock logo
CAVA
CAVA Group
$750,1050.0%9,2720.3%Retail/Wholesale
SIRIUSXM HOLDINGS INC
$732,837$54,538 â–²8.0%31,7520.2%COMMON STOCK
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$721,124$1,031,818 â–¼-58.9%2,9500.2%Medical
Koninklijke Philips N.V. stock logo
PHG
Koninklijke Philips
$671,3830.0%24,5030.2%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$643,109$24,060 â–²3.9%9890.2%Finance
ISHARES BITCOIN TRUST ETF
$621,060$384,200 â–²162.2%16,1650.2%SHS BEN INT
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$618,467$698 â–²0.1%8860.2%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$541,361$1,387,433 â–¼-71.9%1,7340.2%ETF
Blackstone Inc. stock logo
BX
Blackstone
$493,473$7,360 â–¼-1.5%4,2910.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$468,1760.0%5090.2%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$466,588$11,801 â–¼-2.5%3,0050.2%Consumer Staples
Stryker Corporation stock logo
SYK
Stryker
$451,249$986 â–²0.2%1,3730.2%Medical
Oracle Corporation stock logo
ORCL
Oracle
$437,173$5,737 â–²1.3%2,9720.1%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$436,372$436,372 â–²New Holding3,5100.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$432,696$13,143,796 â–¼-96.8%1,6520.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$426,867$1,196 â–²0.3%7140.1%ETF
LITHIUM ARGENTINA AG
$406,0510.0%60,7860.1%COM SHS
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$395,231$52,689 â–¼-11.8%15,4150.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$375,558$987 â–²0.3%7,6070.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$371,813$3,498 â–²0.9%7440.1%Business Services
WisdomTree India Earnings Fund stock logo
EPI
WisdomTree India Earnings Fund
$361,2980.0%8,8550.1%Finance
GRAYSCALE BITCOIN TRUST ETF
$336,2400.0%6,3730.1%SHS REP COM UT
The Boeing Company stock logo
BA
Boeing
$333,973$333,973 â–²New Holding1,6780.1%Aerospace
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$315,9770.0%5,8460.1%ETF
SHOPIFY INC
$311,141$39,738 â–²14.6%2,6230.1%CL A SUB VTG SHS
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$259,375$653 â–²0.3%3970.1%ETF
IMUNON INC
$247,7650.0%34,3640.1%COM NEW
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$240,911$117,349 â–²95.0%5,9720.1%Computer and Technology
Strategy Inc stock logo
MSTR
Strategy
$238,1190.0%1,9080.1%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$231,099$10,752 â–²4.9%1,5260.1%ETF
DraftKings Inc. stock logo
DKNG
DraftKings
$224,373$36,862 â–¼-14.1%10,3780.1%Consumer Discretionary
Bank of America Corporation stock logo
BAC
Bank of America
$215,663$7,897 â–¼-3.5%4,4240.1%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$210,146$210,146 â–²New Holding8670.1%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$206,0870.0%4250.1%Computer and Technology
Sweetgreen, Inc. stock logo
SG
Sweetgreen
$177,498$57,090 â–²47.4%34,2000.1%Retail/Wholesale
ACV AUCTIONS INC
$68,0990.0%16,0610.0%COM CL A
indie Semiconductor, Inc. stock logo
INDI
indie Semiconductor
$52,6350.0%16,3460.0%Computer and Technology
CELLECTAR BIOSCIENCES INC
$50,0510.0%10,3840.0%COM NEW
Sera Prognostics, Inc. stock logo
SERA
Sera Prognostics
$25,7190.0%12,6690.0%Medical
Equity Residential stock logo
EQR
Equity Residential
$0$3,466,897 â–¼-100.0%00.0%Finance
Toll Brothers Inc. stock logo
TOL
Toll Brothers
$0$3,274,623 â–¼-100.0%00.0%Construction
Public Storage stock logo
PSA
Public Storage
$0$3,167,419 â–¼-100.0%00.0%Finance
Phillips 66 stock logo
PSX
Phillips 66
$0$2,746,230 â–¼-100.0%00.0%Energy
VICI Properties Inc. stock logo
VICI
VICI Properties
$0$2,626,940 â–¼-100.0%00.0%Finance
Airbnb, Inc. stock logo
ABNB
Airbnb
$0$1,971,605 â–¼-100.0%00.0%Consumer Discretionary
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$579,978 â–¼-100.0%00.0%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$0$240,595 â–¼-100.0%00.0%Medical
Accenture PLC stock logo
ACN
Accenture
$0$217,592 â–¼-100.0%00.0%Computer and Technology
ETF OPPORTUNITIES TRUST
$0$83,100 â–¼-100.0%00.0%T-REX 2X LONG MS

Showing largest 100 holdings. View all holdings.
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