Riverstone Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Riverstone Advisors, LLC reported 62 stock positions worth $203.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 27.7% of the portfolio, followed by Alphabet Class A (GOOGL, 10.6%) and Amazon.com (AMZN, 9.0%). Compared with Q2 2025, it opened 5 new positions, sold out of 2, added to 22 and reduced 14. The biggest buy was Toll Brothers (TOL, shares +2%) and the biggest sale Danaher (DHR, shares −4%).

Most Recent 13F
Q2 2026
Location
NEW BRAUNFELS, TX
CIK
0001763404
Portfolio Value
$203.9M (Q3 2025)
SEC Filing
0001951757-25-001320 ↗ filed Nov 7, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $167.7M Q1 2024 Q2 2024: $162.7M Q2 2024 Q3 2024: $172.0M Q3 2024 Q4 2024: $175.5M Q4 2024 Q1 2025: $166.3M Q1 2025 Q2 2025: $185.0M Q2 2025 Q3 2025: $203.9M $203.9M Q3 2025 Q4 2025: $212.2M Q4 2025 Q1 2026: $202.8M Q1 2026 Q2 2026: $241.1M Q2 2026

Holdings 62 stocks · $203.9M

IVV iShares Core S&P 500 ETF 27.67% 84,300 $56.4M Add +0.4%
GOOGL Alphabet Inc. Class A 10.57% 88,619 $21.5M Reduce -0.7%
AMZN Amazon.com Inc. 9.03% 83,847 $18.4M Add +0.1%
TOL Toll Brothers Inc. 6.73% 99,323 $13.7M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 5.60% 22,695 $11.4M Add +0.8%
TSCO Tractor Supply Company 4.92% 176,347 $10.0M Reduce -1.5%
RTX RTX Corp. 4.77% 58,161 $9.7M Add +1.8%
DHR Danaher Corp. 3.82% 39,335 $7.8M Reduce -4.2%
AVGO Broadcom Inc. 3.11% 19,234 $6.3M Add +0.8%
QQQ Invesco QQQ Trust Series 1 2.93% 9,943 $6.0M Add +0.4%
LNG Cheniere Energy Inc. 2.39% 20,745 $4.9M Add +13.8%
NVDA Nvidia Corp. 1.65% 18,064 $3.4M Add +10.7%
AAPL Apple Inc. 1.42% 11,406 $2.9M Reduce -11.9%
XOM Exxon Mobil Corp. 1.28% 23,234 $2.6M Reduce -11.2%
MSFT Microsoft Corp. 1.11% 4,362 $2.3M Add +1.6%
AMAT Applied Materials Inc. 0.90% 8,989 $1.8M No change
PAYC Paycom Software Inc. 0.88% 8,634 $1.8M Reduce -12.1%
CRWD CrowdStrike Holdings Inc. Class A 0.83% 3,452 $1.7M Reduce -2.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.82% 2,516 $1.7M Reduce -11.9%
IDMO Invesco S&P International DE 0.55% 20,832 $1.1M Add +120.5%
META Meta Platforms Inc. Class A 0.52% 1,456 $1.1M Add +49.8%
VTI VG Morningstar TS MKT ETF-US 0.52% 3,256 $1.1M Add +15.3%
HWM Howmet Aerospace Inc. 0.47% 4,880 $958K Add +0.6%
AMGN Amgen Inc. 0.38% 2,726 $769K No change
COP Conocophillips 0.36% 7,789 $737K Reduce -42.3%
COST Costco Wholesale Corp. 0.33% 732 $678K Add +0.8%
ORCL Oracle Corp. 0.33% 2,362 $664K Add +1.4%
JPM JPMorgan Chase & Co. 0.32% 2,053 $648K Add +3.6%
GLD SPDR Gold Shares 0.31% 1,756 $624K No change
MPWR Monolithic Power Systems Inc. 0.30% 668 $615K Add +11.7%
GOOG Alphabet Inc. Class C 0.28% 2,354 $573K No change
SHOP Shopify Inc. Class A 0.27% 3,744 $556K No change
NOW ServiceNow Inc. 0.24% 532 $490K Add +10.4%
IBDR iShares Ibonds Dec 2026 Term 0.23% 19,404 $472K New
HD Home Depot Inc. 0.22% 1,082 $439K No change
PWR Quanta Services Inc. 0.21% 1,022 $424K No change
MU Micron Technology Inc. 0.20% 2,438 $408K No change
FSLR First Solar Inc. 0.20% 1,807 $398K No change
MA Mastercard Inc. Class A 0.19% 672 $382K Reduce -8.9%
EOG EOG Resources Inc. 0.18% 3,295 $369K Reduce -47.1%
PYPL PayPal Holdings Inc. 0.17% 5,241 $351K Reduce -14.3%
IBDQ iShares Ibonds Dec 2025 Term 0.17% 13,922 $351K New
PM Philip Morris International 0.17% 2,100 $341K No change
ISRG Intuitive Surgical Inc. 0.16% 730 $326K No change
DXCM Dexcom Inc. 0.16% 4,815 $324K Reduce -41.2%
ABBV Abbvie Inc. 0.15% 1,356 $314K Add +0.2%
SCHG Schwab US Large-Cap Growth 0.15% 9,560 $305K No change
MAIN Main Street Capital Corp. 0.15% 4,758 $303K No change
MRK Merck & Co. Inc. 0.15% 3,578 $300K Reduce -9.8%
JGRO JPMorgan Active Growth ETF 0.15% 3,198 $300K No change
VOO Vanguard S&P 500 ETF 0.14% 460 $282K No change
CSCO Cisco Systems Inc. 0.13% 3,961 $271K Add +0.1%
WMT Walmart Inc. 0.13% 2,562 $264K No change
PH Parker Hannifin Corp. 0.13% 338 $257K No change
ABT Abbott Laboratories 0.12% 1,897 $254K No change
SDY SS SPDR S&P Dividend ETF 0.12% 1,680 $235K No change
V Visa Inc. Class A 0.12% 688 $235K No change
GE General Electric filed as GE AEROSPACE 0.11% 775 $233K New
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.11% 9,270 $226K New
AME Ametek Inc. 0.11% 1,200 $226K No change
GEV GE Vernova Inc. 0.10% 347 $213K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.06% 10,293 $117K Add +2.0%

Portfolio Sells Q2 2025 → Q3 2025

DHR Danaher Corp. Reduce -4.2% 3.82% −0.56
PAYC Paycom Software Inc. Reduce -12.1% 0.88% −0.35
LLY Eli Lilly & Co. Sold out 0.00% −0.34
COP Conocophillips Reduce -42.3% 0.36% −0.29
XOM Exxon Mobil Corp. Reduce -11.2% 1.28% −0.24
DXCM Dexcom Inc. Reduce -41.2% 0.16% −0.23
EOG EOG Resources Inc. Reduce -47.1% 0.18% −0.22
TSCO Tractor Supply Company Reduce -1.5% 4.92% −0.19
CRWD CrowdStrike Holdings Inc. Class A Reduce -2.8% 0.83% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -11.9% 0.82% −0.13
FLDR Fidelity Low Durat Fact ETF Sold out 0.00% −0.13
PYPL PayPal Holdings Inc. Reduce -14.3% 0.17% −0.07
MA Mastercard Inc. Class A Reduce -8.9% 0.19% −0.04
MRK Merck & Co. Inc. Reduce -9.8% 0.15% −0.02
AAPL Apple Inc. Reduce -11.9% 1.42% −0.01
GOOGL Alphabet Inc. Class A Reduce -0.7% 10.57% +2.07

Portfolio Buys Q2 2025 → Q3 2025

TOL Toll Brothers Inc. Add +1.6% 6.73% +0.70
IDMO Invesco S&P International DE Add +120.5% 0.55% +0.29
AVGO Broadcom Inc. Add +0.8% 3.11% +0.27
RTX RTX Corp. Add +1.8% 4.77% +0.26
NVDA Nvidia Corp. Add +10.7% 1.65% +0.26
IBDR iShares Ibonds Dec 2026 Term New 0.23% +0.23
IBDQ iShares Ibonds Dec 2025 Term New 0.17% +0.17
META Meta Platforms Inc. Class A Add +49.8% 0.52% +0.14
GE General Electric New 0.11% +0.11
IBDS Ishrs Ibnds Dec 27 Corp. ETF New 0.11% +0.11
GEV GE Vernova Inc. New 0.10% +0.10
MPWR Monolithic Power Systems Inc. Add +11.7% 0.30% +0.07
VTI VG Morningstar TS MKT ETF-US Add +15.3% 0.52% +0.06
ORCL Oracle Corp. Add +1.4% 0.33% +0.05
ABBV Abbvie Inc. Add +0.2% 0.15% +0.02
JPM JPMorgan Chase & Co. Add +3.6% 0.32% +0.01
XNEAX Nuveen Amt-FR QLTY Muni Inc. Add +2.0% 0.06% −0.00
LNG Cheniere Energy Inc. Add +13.8% 2.39% −0.01
CSCO Cisco Systems Inc. Add +0.1% 0.13% −0.02
HWM Howmet Aerospace Inc. Add +0.6% 0.47% −0.02
QQQ Invesco QQQ Trust Series 1 Add +0.4% 2.93% −0.03
NOW ServiceNow Inc. Add +10.4% 0.24% −0.03
MSFT Microsoft Corp. Add +1.6% 1.11% −0.05
COST Costco Wholesale Corp. Add +0.8% 0.33% −0.06
BRK.B Berkshire Hathaway Inc. Class B Add +0.8% 5.60% −0.32
IVV iShares Core S&P 500 ETF Add +0.4% 27.67% −0.52
AMZN Amazon.com Inc. Add +0.1% 9.03% −0.91

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 85$241.1MIVV, GOOGL, AMZN, TOL, BRK.B
Q1 2026 74$202.8MIVV, GOOGL, AMZN, TOL, RTX
Q4 2025 58$212.2MIVV, GOOGL, AMZN, TOL, BRK.B
Q3 2025 62$203.9MIVV, GOOGL, AMZN, TOL, BRK.B
Q2 2025 59$185.0MIVV, AMZN, GOOGL, TOL, BRK.B
Q1 2025 57$166.3MIVV, AMZN, GOOGL, BRK.B, TOL
Q4 2024 53$175.5MIVV, AMZN, GOOGL, TOL, BRK.B
Q3 2024 50$172.0MIVV, TOL, AMZN, GOOGL, DHR
Q2 2024 46$162.7MIVV, GOOGL, AMZN, TOL, DHR
Q1 2024 50$167.7MIVV, AMZN, GOOGL, TOL, DHR