Riverstone Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Riverstone Advisors, LLC reported 74 stock positions worth $202.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 25.2% of the portfolio, followed by Alphabet Class A (GOOGL, 10.9%) and Amazon.com (AMZN, 8.2%). Compared with Q4 2025, it opened 18 new positions, sold out of 2, added to 36 and reduced 13. The biggest buy was Alphabet Class C (GOOG, shares +185%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- NEW BRAUNFELS, TX
- CIK
- 0001763404
- Portfolio Value
- $202.8M (Q1 2026)
- SEC Filing
- 0001951757-26-000682 ↗ filed Apr 21, 2026
Holdings Value
Holdings 74 stocks · $202.8M
| IVV iShares Core S&P 500 ETF | 25.20% | 78,221 | $51.1M | Reduce -7.2% |
| GOOGL Alphabet Inc. Class A | 10.86% | 76,560 | $22.0M | Reduce -6.0% |
| AMZN Amazon.com Inc. | 8.16% | 79,461 | $16.5M | Reduce -5.7% |
| TOL Toll Brothers Inc. | 6.16% | 91,568 | $12.5M | Reduce -5.8% |
| RTX RTX Corp. | 5.06% | 53,245 | $10.3M | Reduce -10.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.02% | 21,253 | $10.2M | Reduce -7.4% |
| TSCO Tractor Supply Company | 3.58% | 160,456 | $7.3M | Reduce -8.4% |
| DHR Danaher Corp. | 3.34% | 35,715 | $6.8M | Reduce -8.9% |
| AVGO Broadcom Inc. | 3.13% | 20,493 | $6.3M | Add +2.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.98% | 10,461 | $6.0M | Add +3.4% |
| LNG Cheniere Energy Inc. | 2.69% | 19,205 | $5.4M | Reduce -6.5% |
| NVDA Nvidia Corp. | 2.20% | 25,572 | $4.5M | Add +7.1% |
| AAPL Apple Inc. | 1.55% | 12,420 | $3.2M | Add +2.9% |
| AMAT Applied Materials Inc. | 1.45% | 8,576 | $2.9M | Add +0.9% |
| XOM Exxon Mobil Corp. | 1.43% | 17,045 | $2.9M | Reduce -26.4% |
| IDMO Invesco S&P International DE | 1.37% | 50,583 | $2.8M | Add +97.1% |
| GOOG Alphabet Inc. Class C | 1.19% | 8,432 | $2.4M | Add +185.2% |
| MSFT Microsoft Corp. | 1.01% | 5,535 | $2.0M | Add +2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 2,526 | $1.6M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.71% | 3,704 | $1.4M | Add +4.9% |
| HWM Howmet Aerospace Inc. | 0.58% | 5,078 | $1.2M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.52% | 1,850 | $1.1M | Add +28.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.52% | 3,276 | $1.1M | Add +0.5% |
| AMGN Amgen Inc. | 0.51% | 2,949 | $1.0M | Add +4.1% |
| MU Micron Technology Inc. | 0.46% | 2,770 | $936K | Add +5.8% |
| MPWR Monolithic Power Systems Inc. | 0.42% | 783 | $856K | Add +16.3% |
| PAYC Paycom Software Inc. | 0.41% | 6,881 | $836K | Reduce -5.4% |
| GLD SPDR Gold Shares | 0.41% | 1,923 | $827K | No change |
| JPM JPMorgan Chase & Co. | 0.40% | 2,734 | $804K | Add +9.8% |
| PWR Quanta Services Inc. | 0.38% | 1,387 | $761K | Add +27.3% |
| COST Costco Wholesale Corp. | 0.36% | 741 | $738K | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.32% | 1,531 | $653K | Add +247.2% |
| PH Parker Hannifin Corp. | 0.31% | 711 | $636K | Add +8.2% |
| ICSH iShares Ultra Short Duration | 0.31% | 12,240 | $620K | New |
| PULS Pgim Ultra Short Bond ETF | 0.29% | 11,902 | $589K | New |
| IBDR iShares Ibonds Dec 2026 Term | 0.28% | 23,107 | $560K | Add +18.4% |
| WMT Walmart Inc. | 0.23% | 3,789 | $471K | Add +18.3% |
| SHOP Shopify Inc. Class A | 0.22% | 3,795 | $450K | No change |
| CSCO Cisco Systems Inc. | 0.21% | 5,487 | $426K | Add +9.9% |
| PM Philip Morris International | 0.21% | 2,552 | $422K | Add +7.7% |
| GEV GE Vernova Inc. | 0.21% | 478 | $417K | Add +24.2% |
| ISRG Intuitive Surgical Inc. | 0.20% | 881 | $406K | Add +10.3% |
| IWD iShares Russell 1000 Value E | 0.20% | 1,883 | $402K | New |
| HD Home Depot Inc. | 0.20% | 1,214 | $399K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.19% | 1,772 | $385K | Add +6.7% |
| FSLR First Solar Inc. | 0.18% | 1,807 | $356K | No change |
| ORCL Oracle Corp. | 0.17% | 2,412 | $355K | Add +4.5% |
| TSLA Tesla Inc. | 0.17% | 944 | $351K | New |
| IVW iShares S&P 500 Growth ETF | 0.17% | 2,965 | $335K | New |
| V Visa Inc. Class A | 0.16% | 1,053 | $318K | Add +18.4% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 1,092 | $310K | Add +11.1% |
| FTI Technipfmc PLC | 0.15% | 4,330 | $299K | New |
| INTC Intel Corp. | 0.14% | 6,460 | $285K | New |
| SCHG Schwab US Large-Cap Growth | 0.14% | 9,664 | $282K | No change |
| ADI Analog Devices Inc. | 0.14% | 883 | $281K | Add +12.5% |
| VOO Vanguard S&P 500 ETF | 0.14% | 460 | $275K | No change |
| JNJ Johnson & Johnson | 0.13% | 1,117 | $273K | New |
| MRK Merck & Co. Inc. | 0.13% | 2,239 | $269K | New |
| LLY Eli Lilly & Co. | 0.13% | 290 | $267K | New |
| APH Amphenol Corp. Class A | 0.13% | 2,058 | $260K | New |
| JPST JPMorgan Ultra-Short Income | 0.13% | 5,132 | $260K | New |
| AME Ametek Inc. | 0.13% | 1,200 | $257K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,188 | $256K | New |
| IVE iShares S&P 500 Value ETF | 0.13% | 1,202 | $254K | New |
| IQV Iqvia Holdings Inc. | 0.12% | 1,374 | $234K | Add +12.2% |
| MAIN Main Street Capital Corp. | 0.12% | 4,408 | $233K | Add +6.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 2,565 | $232K | New |
| NOW ServiceNow Inc. | 0.11% | 2,171 | $227K | Add +28.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 9,342 | $226K | Add +0.3% |
| CAT Caterpillar Inc. | 0.10% | 292 | $207K | New |
| PG The Procter & Gamble Co. | 0.10% | 1,427 | $206K | New |
| IUSV iShares Core S&P U.S. Value | 0.10% | 1,993 | $204K | New |
| JGRO JPMorgan Active Growth ETF | 0.10% | 2,388 | $202K | Reduce -9.8% |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.06% | 10,660 | $120K | Add +1.2% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -7.2% | 25.20% | −2.02 |
| GOOGL Alphabet Inc. Class A | Reduce -6.0% | 10.86% | −1.16 |
| AMZN Amazon.com Inc. | Reduce -5.7% | 8.16% | −1.00 |
| DHR Danaher Corp. | Reduce -8.9% | 3.34% | −0.89 |
| TSCO Tractor Supply Company | Reduce -8.4% | 3.58% | −0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.4% | 5.02% | −0.41 |
| PAYC Paycom Software Inc. | Reduce -5.4% | 0.41% | −0.13 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.12 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.11 |
| RTX RTX Corp. | Reduce -10.0% | 5.06% | −0.05 |
| TOL Toll Brothers Inc. | Reduce -5.8% | 6.16% | −0.03 |
| JGRO JPMorgan Active Growth ETF | Reduce -9.8% | 0.10% | −0.02 |
| HD Home Depot Inc. | Reduce -1.0% | 0.20% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -26.4% | 1.43% | +0.11 |
| LNG Cheniere Energy Inc. | Reduce -6.5% | 2.69% | +0.81 |
Portfolio Buys Q4 2025 → Q1 2026
| GOOG Alphabet Inc. Class C | Add +185.2% | 1.19% | +0.76 |
| IDMO Invesco S&P International DE | Add +97.1% | 1.37% | +0.70 |
| AMAT Applied Materials Inc. | Add +0.9% | 1.45% | +0.42 |
| ICSH iShares Ultra Short Duration | New | 0.31% | +0.31 |
| PULS Pgim Ultra Short Bond ETF | New | 0.29% | +0.29 |
| IWF iShares Russell 1000 Growth | Add +247.2% | 0.32% | +0.22 |
| IWD iShares Russell 1000 Value E | New | 0.20% | +0.20 |
| TSLA Tesla Inc. | New | 0.17% | +0.17 |
| IVW iShares S&P 500 Growth ETF | New | 0.17% | +0.17 |
| PWR Quanta Services Inc. | Add +27.3% | 0.38% | +0.16 |
| FTI Technipfmc PLC | New | 0.15% | +0.15 |
| INTC Intel Corp. | New | 0.14% | +0.14 |
| MPWR Monolithic Power Systems Inc. | Add +16.3% | 0.42% | +0.13 |
| JNJ Johnson & Johnson | New | 0.13% | +0.13 |
| MRK Merck & Co. Inc. | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| APH Amphenol Corp. Class A | New | 0.13% | +0.13 |
| JPST JPMorgan Ultra-Short Income | New | 0.13% | +0.13 |
| VIG Vanguard Dividend Apprec ETF | New | 0.13% | +0.13 |
| IVE iShares S&P 500 Value ETF | New | 0.13% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.11% | +0.11 |
| MU Micron Technology Inc. | Add +5.8% | 0.46% | +0.11 |
| CAT Caterpillar Inc. | New | 0.10% | +0.10 |
| PG The Procter & Gamble Co. | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +7.1% | 2.20% | +0.10 |
| IUSV iShares Core S&P U.S. Value | New | 0.10% | +0.10 |
| HWM Howmet Aerospace Inc. | Add +1.2% | 0.58% | +0.09 |
| GEV GE Vernova Inc. | Add +24.2% | 0.21% | +0.09 |
| COST Costco Wholesale Corp. | Add +4.4% | 0.36% | +0.08 |
| AMGN Amgen Inc. | Add +4.1% | 0.51% | +0.07 |
| META Meta Platforms Inc. Class A | Add +28.4% | 0.52% | +0.07 |
| WMT Walmart Inc. | Add +18.3% | 0.23% | +0.06 |
| IBDR iShares Ibonds Dec 2026 Term | Add +18.4% | 0.28% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.4% | 2.98% | +0.05 |
| PH Parker Hannifin Corp. | Add +8.2% | 0.31% | +0.04 |
| ADI Analog Devices Inc. | Add +12.5% | 0.14% | +0.04 |
| PM Philip Morris International | Add +7.7% | 0.21% | +0.03 |
| CSCO Cisco Systems Inc. | Add +9.9% | 0.21% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +9.8% | 0.40% | +0.02 |
| ABBV Abbvie Inc. | Add +6.7% | 0.19% | +0.01 |
| GE General Electric | Add +11.1% | 0.15% | +0.01 |
| V Visa Inc. Class A | Add +18.4% | 0.16% | +0.01 |
| AAPL Apple Inc. | Add +2.9% | 1.55% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +0.3% | 0.11% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 0.52% | +0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +1.2% | 0.06% | +0.00 |
| MAIN Main Street Capital Corp. | Add +6.0% | 0.12% | −0.00 |
| NOW ServiceNow Inc. | Add +28.5% | 0.11% | −0.01 |
| ISRG Intuitive Surgical Inc. | Add +10.3% | 0.20% | −0.01 |
| IQV Iqvia Holdings Inc. | Add +12.2% | 0.12% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 85 | $241.1M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q1 2026 | 74 | $202.8M | IVV, GOOGL, AMZN, TOL, RTX |
| Q4 2025 | 58 | $212.2M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q3 2025 | 62 | $203.9M | IVV, GOOGL, AMZN, TOL, BRK.B |
| Q2 2025 | 59 | $185.0M | IVV, AMZN, GOOGL, TOL, BRK.B |
| Q1 2025 | 57 | $166.3M | IVV, AMZN, GOOGL, BRK.B, TOL |
| Q4 2024 | 53 | $175.5M | IVV, AMZN, GOOGL, TOL, BRK.B |
| Q3 2024 | 50 | $172.0M | IVV, TOL, AMZN, GOOGL, DHR |
| Q2 2024 | 46 | $162.7M | IVV, GOOGL, AMZN, TOL, DHR |
| Q1 2024 | 50 | $167.7M | IVV, AMZN, GOOGL, TOL, DHR |