Riverview Capital Advisers, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Riverview Capital Advisers, LLC reported 88 stock positions worth $348.8 million. Its top holding was Amazon.com (AMZN) at 7.3% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.3%) and Apple (AAPL, 7.2%). Compared with Q1 2026, it opened 9 new positions, sold out of 7, added to 37 and reduced 31. The biggest buy was ServiceNow (NOW, shares +91%) and the biggest sale an exit from BXP (BXP).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$348.8M (Q2 2026)
SEC Filing
0001962933-26-000003 ↗ filed Aug 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $290.5M Q1 2024 Q2 2024: $296.8M Q2 2024 Q3 2024: $324.7M Q3 2024 Q4 2024: $331.4M Q4 2024 Q1 2025: $318.2M Q1 2025 Q2 2025: $349.0M Q2 2025 Q3 2025: $345.8M Q3 2025 Q4 2025: $330.5M Q4 2025 Q1 2026: $299.7M Q1 2026 Q2 2026: $348.8M $348.8M Q2 2026

Holdings 88 stocks · $348.8M

AMZN Amazon.com Inc. 7.28% 106,509 $25.4M Reduce -5.9%
BRK.B Berkshire Hathaway Inc. Class B 7.25% 50,542 $25.3M Reduce -0.3%
AAPL Apple Inc. 7.15% 86,199 $24.9M Add +0.9%
MU Micron Technology Inc. 7.03% 21,250 $24.5M Reduce -8.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.29% 229,186 $18.5M Add +0.5%
VUG Vanguard Mrngstar GR ETF-Sui 3.56% 144,092 $12.4M Add +10.6%
TSLA Tesla Inc. 3.51% 29,115 $12.2M Reduce -0.6%
PCLG Polen Focus Growth ETF 2.83% 453,193 $9.9M Reduce -9.5%
VIG Vanguard Dividend Apprec ETF 2.74% 40,444 $9.6M Add +8.2%
PK Park Hotels & Resorts Inc. 2.67% 653,370 $9.3M Reduce -1.9%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 2.50% 176,590 $8.7M Add +11.8%
MSFT Microsoft Corp. 2.47% 23,104 $8.6M Reduce -1.4%
CRM Salesforce Inc. 2.31% 51,438 $8.1M Add +22.3%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 2.29% 230,943 $8.0M Add +2.4%
MKL Markel Group Inc. 2.25% 4,019 $7.8M Reduce -4.2%
URI United Rentals Inc. 2.19% 6,737 $7.6M Reduce -4.1%
R Ryder System Inc. 2.12% 27,998 $7.4M Reduce -4.2%
HD Home Depot Inc. 2.11% 20,850 $7.4M Add +37.8%
NOW ServiceNow Inc. 2.09% 73,571 $7.3M Add +90.8%
VTI VG Morningstar TS MKT ETF-US 1.98% 18,632 $6.9M Reduce -0.9%
CARR Carrier Global Corp. 1.85% 87,979 $6.5M Reduce -19.4%
SPG Simon Property Group Inc. 1.83% 28,555 $6.4M Reduce -3.3%
WMT Walmart Inc. 1.81% 55,775 $6.3M Add +1.4%
GOOGL Alphabet Inc. Class A 1.76% 17,151 $6.1M Add +5.0%
KMI Kinder Morgan Inc. 1.63% 178,223 $5.7M Reduce -2.7%
IWD iShares Russell 1000 Value E 1.56% 22,453 $5.4M Add +0.3%
VCSH Vanguard S/T Corp. Bond ETF 1.44% 63,510 $5.0M Add +59.4%
NVDA Nvidia Corp. 1.41% 24,591 $4.9M Add +7.6%
ES Eversource Energy 1.33% 64,421 $4.7M Reduce -1.3%
ENB Enbridge Inc. 1.09% 70,141 $3.8M Reduce -0.9%
V Visa Inc. Class A 1.06% 10,805 $3.7M Add +0.3%
DKS Dick's Sporting Goods Inc. 0.74% 11,402 $2.6M New
AFL Aflac Inc. 0.67% 19,871 $2.3M Reduce -0.6%
TEM Tempus AI Inc. Class A 0.61% 36,441 $2.1M No change
LH Labcorp Holdings Inc. 0.56% 6,941 $1.9M Add +0.3%
KO The Coca-Cola Co. 0.53% 22,533 $1.8M Add +0.7%
AVB Avalonbay Communities Inc. 0.49% 9,064 $1.7M Reduce -1.8%
GS Goldman Sachs Group Inc. 0.43% 1,489 $1.5M Add +0.5%
IWF iShares Russell 1000 Growth 0.43% 12,075 $1.5M Reduce -3.5%
OTIS Otis Worldwide Corp. 0.39% 19,053 $1.4M Reduce -25.8%
STWD Starwood Property Trust Inc. 0.39% 82,505 $1.4M Reduce -15.8%
NFLX Netflix Inc. 0.34% 16,635 $1.2M Reduce -0.5%
IYW iShares Ustechnology ETF 0.32% 9,834 $1.1M No change
IJR iShares Core S&P Small-Cap E 0.32% 7,477 $1.1M Add +113.0%
EVLN Eaton Vance Floating-Rate 0.29% 21,013 $1.0M New
JPM JPMorgan Chase & Co. 0.26% 2,725 $892K Add +1.0%
META Meta Platforms Inc. Class A 0.25% 1,572 $885K Add +4.3%
VGT Vanguard Info Tech ETF 0.24% 7,097 $848K Add +0.1%
XOM Exxon Mobil Corp. 0.22% 5,630 $770K Reduce -11.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.21% 991 $740K Add +0.2%
PHG Koninklijke Philips NVR- NY 0.20% 25,412 $691K Add +3.7%
CAVA Cava Group Inc. 0.20% 8,793 $690K Reduce -5.2%
JNJ Johnson & Johnson 0.19% 2,623 $666K Reduce -11.1%
VIS Vanguard Industrials ETF 0.18% 1,738 $626K Add +0.2%
LLY Eli Lilly & Co. 0.17% 504 $605K Reduce -1.0%
BA The Boeing Co. 0.16% 2,553 $553K Add +52.1%
SPCX Space Exploration Techn Class A 0.16% 3,233 $552K New
BX Blackstone Inc. 0.15% 4,337 $510K Add +1.1%
LAR Lithium Argentina AG 0.14% 60,786 $503K No change
VOO Vanguard S&P 500 ETF 0.14% 716 $492K Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 0.14% 1,590 $482K Reduce -3.8%
SCHX Schwab US Large-Cap ETF 0.13% 15,415 $454K No change
PEP Pepsico Inc. 0.12% 3,217 $436K Add +7.0%
ORCL Oracle Corp. 0.12% 2,966 $435K Reduce -0.2%
XLF SS Financial Select Sector 0.12% 7,610 $408K Add +0.0%
GDX Vaneck Gold Miners ETF 0.11% 5,000 $377K New
MA Mastercard Inc. Class A 0.11% 722 $371K Reduce -3.0%
VWO Vanguard Ftse Emerging Marke 0.10% 5,853 $349K Add +0.1%
SYK Stryker Corp. 0.09% 1,020 $321K Reduce -25.7%
TSM Taiwan Semiconductor-SP ADR 0.09% 639 $305K New
SHOP Shopify Inc. Class A 0.09% 2,643 $302K Add +0.8%
IVV iShares Core S&P 500 ETF 0.09% 398 $298K Add +0.3%
GBTC Grayscale Bitcoin Trust ETF 0.08% 6,373 $290K No change
AMD Advanced Micro Devices 0.08% 456 $265K New
DKNG Draftkings Inc. Class A 0.08% 10,378 $262K No change
LRCX Lam Research Corp. 0.07% 598 $259K New
BAC Bank of America Corp. 0.07% 4,445 $253K Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 887 $249K Add +2.3%
IMNN Imunon Inc. 0.07% 34,364 $248K No change
DVY iShares Select Dividend ETF 0.07% 1,538 $240K Add +0.8%
DHR Danaher Corp. 0.07% 1,198 $228K New
SPOT Spotify Technology SA 0.06% 490 $225K Add +15.3%
IBIT iShares Bitcoin Trust ETF 0.06% 6,483 $216K Reduce -59.9%
MS Morgan Stanley 0.06% 979 $205K New
ACVA Acv Auctions Inc. Class A 0.03% 16,061 $115K No change
INDI Indie Semiconductor Inc. Class A 0.02% 16,346 $73K No change
CLRB Cellectar Biosciences Inc. 0.01% 10,384 $50K No change
SERA Sera Prognostics Inc. Class A 0.01% 12,669 $23K No change

Portfolio Sells Q1 2026 → Q2 2026

BXP BXP Inc. Sold out 0.00% −2.25
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 7.25% −0.86
PCLG Polen Focus Growth ETF Reduce -9.5% 2.83% −0.59
AMZN Amazon.com Inc. Reduce -5.9% 7.28% −0.59
INDA iShares MSCI India ETF Sold out 0.00% −0.46
MKL Markel Group Inc. Reduce -4.2% 2.25% −0.43
MSFT Microsoft Corp. Reduce -1.4% 2.47% −0.42
KMI Kinder Morgan Inc. Reduce -2.7% 1.63% −0.42
OTIS Otis Worldwide Corp. Reduce -25.8% 0.39% −0.27
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.24
CARR Carrier Global Corp. Reduce -19.4% 1.85% −0.20
NFLX Netflix Inc. Reduce -0.5% 0.34% −0.20
ENB Enbridge Inc. Reduce -0.9% 1.09% −0.19
STWD Starwood Property Trust Inc. Reduce -15.8% 0.39% −0.18
ES Eversource Energy Reduce -1.3% 1.33% −0.17
IBIT iShares Bitcoin Trust ETF Reduce -59.9% 0.06% −0.15
XOM Exxon Mobil Corp. Reduce -11.6% 0.22% −0.14
TSLA Tesla Inc. Reduce -0.6% 3.51% −0.12
EPI Wisdomtree India Earnings Sold out 0.00% −0.12
CSGP Costar Group Inc. Sold out 0.00% −0.08
MSTR Strategy Inc. Sold out 0.00% −0.08
AFL Aflac Inc. Reduce -0.6% 0.67% −0.06
SG Sweetgreen Inc. Class A Sold out 0.00% −0.06
SYK Stryker Corp. Reduce -25.7% 0.09% −0.06
CAVA Cava Group Inc. Reduce -5.2% 0.20% −0.05
JNJ Johnson & Johnson Reduce -11.1% 0.19% −0.05
VTI VG Morningstar TS MKT ETF-US Reduce -0.9% 1.98% −0.04
ORCL Oracle Corp. Reduce -0.2% 0.12% −0.02
MA Mastercard Inc. Class A Reduce -3.0% 0.11% −0.02
IWF iShares Russell 1000 Growth Reduce -3.5% 0.43% −0.02
AVB Avalonbay Communities Inc. Reduce -1.8% 0.49% −0.01
SPG Simon Property Group Inc. Reduce -3.3% 1.83% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -3.8% 0.14% −0.01
LLY Eli Lilly & Co. Reduce -1.0% 0.17% +0.02
R Ryder System Inc. Reduce -4.2% 2.12% +0.12
PK Park Hotels & Resorts Inc. Reduce -1.9% 2.67% +0.33
URI United Rentals Inc. Reduce -4.1% 2.19% +0.48
MU Micron Technology Inc. Reduce -8.2% 7.03% +4.42

Portfolio Buys Q1 2026 → Q2 2026

NOW ServiceNow Inc. Add +90.8% 2.09% +0.75
DKS Dick's Sporting Goods Inc. New 0.74% +0.74
HD Home Depot Inc. Add +37.8% 2.11% +0.45
VUG Vanguard Mrngstar GR ETF-Sui Add +10.6% 3.56% +0.39
VCSH Vanguard S/T Corp. Bond ETF Add +59.4% 1.44% +0.39
EVLN Eaton Vance Floating-Rate New 0.29% +0.29
CGDV Cap Group Dividend Value Add +11.8% 2.50% +0.25
GOOGL Alphabet Inc. Class A Add +5.0% 1.76% +0.19
IJR iShares Core S&P Small-Cap E Add +113.0% 0.32% +0.17
SPCX Space Exploration Techn Class A New 0.16% +0.16
GDX Vaneck Gold Miners ETF New 0.11% +0.11
TSM Taiwan Semiconductor-SP ADR New 0.09% +0.09
NVDA Nvidia Corp. Add +7.6% 1.41% +0.08
AMD Advanced Micro Devices New 0.08% +0.08
LRCX Lam Research Corp. New 0.07% +0.07
CGXU Cap Group Intl Focus Add +2.4% 2.29% +0.07
DHR Danaher Corp. New 0.07% +0.07
VIG Vanguard Dividend Apprec ETF Add +8.2% 2.74% +0.06
MS Morgan Stanley New 0.06% +0.06
BA The Boeing Co. Add +52.1% 0.16% +0.05
VGT Vanguard Info Tech ETF Add +0.1% 0.24% +0.04
GS Goldman Sachs Group Inc. Add +0.5% 0.43% +0.01
IBM Intl Business Machines Corp. Add +2.3% 0.07% +0.00
BAC Bank of America Corp. Add +0.5% 0.07% +0.00
IVV iShares Core S&P 500 ETF Add +0.3% 0.09% −0.00
VIS Vanguard Industrials ETF Add +0.2% 0.18% −0.00
VOO Vanguard S&P 500 ETF Add +0.3% 0.14% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.21% −0.00
SPOT Spotify Technology SA Add +15.3% 0.06% −0.00
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.10% −0.01
DVY iShares Select Dividend ETF Add +0.8% 0.07% −0.01
XLF SS Financial Select Sector Add +0.0% 0.12% −0.01
JPM JPMorgan Chase & Co. Add +1.0% 0.26% −0.01
SHOP Shopify Inc. Class A Add +0.8% 0.09% −0.02
BX Blackstone Inc. Add +1.1% 0.15% −0.02
V Visa Inc. Class A Add +0.3% 1.06% −0.02
PHG Koninklijke Philips NVR- NY Add +3.7% 0.20% −0.03
PEP Pepsico Inc. Add +7.0% 0.12% −0.03
META Meta Platforms Inc. Class A Add +4.3% 0.25% −0.03
IWD iShares Russell 1000 Value E Add +0.3% 1.56% −0.04
KO The Coca-Cola Co. Add +0.7% 0.53% −0.04
LH Labcorp Holdings Inc. Add +0.3% 0.56% −0.06
AAPL Apple Inc. Add +0.9% 7.15% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.5% 5.29% −0.17
CRM Salesforce Inc. Add +22.3% 2.31% −0.31
WMT Walmart Inc. Add +1.4% 1.81% −0.47

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 88$348.8MAMZN, BRK.B, AAPL, MU, VO
Q1 2026 86$299.7MBRK.B, AMZN, AAPL, VO, TSLA
Q4 2025 91$330.5MAMZN, BRK.B, AAPL, VO, VB
Q3 2025 98$345.8MBRK.B, AMZN, AAPL, VO, VB
Q2 2025 96$349.0MBRK.B, AMZN, AAPL, RSP, VO
Q1 2025 88$318.2MBRK.B, AAPL, AMZN, RSP, VO
Q4 2024 91$331.4MAAPL, VB, AMZN, BRK.B, RSP
Q3 2024 83$324.7MAAPL, VB, BRK.B, AMZN, RSP
Q2 2024 83$296.8MAAPL, VB, AMZN, BRK.B, RSP
Q1 2024 80$290.5MVB, AMZN, BRK.B, AAPL, RSP