Riverview Capital Advisers, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Riverview Capital Advisers, LLC reported 80 stock positions worth $290.5 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 7.5% of the portfolio, followed by Amazon.com (AMZN, 6.4%) and Berkshire Hathaway Class B (BRK.B, 6.1%). Compared with Q4 2023, it opened 7 new positions, sold out of 6, added to 32 and reduced 17. The biggest buy was a new position in MGM Resorts International (MGM) and the biggest sale an exit from RTX (RTX).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$290.5M (Q1 2024)
SEC Filing
0001962933-24-000003 ↗ filed May 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $290.5M $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 Q2 2026

Holdings 80 stocks · $290.5M
VB Vanguard Most SM-Cap ETF-Usd 7.47% 94,881 $21.7M Add +1.0%
AMZN Amazon.com Inc. 6.38% 102,724 $18.5M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 6.08% 41,977 $17.7M No change
AAPL Apple Inc. 6.00% 101,631 $17.4M Reduce -7.9%
RSP Invesco S&P 500 Equal Weight 5.56% 95,395 $16.2M Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.00% 58,148 $14.5M Add +1.5%
MGM MGM Resorts International 3.45% 212,459 $10.0M New
MSFT Microsoft Corp. 3.41% 23,545 $9.9M Reduce -0.7%
BXP BXP Inc. filed as BOSTON PROPERTIES INC 3.25% 144,507 $9.4M Add +0.3%
SPG Simon Property Group Inc. 3.09% 57,449 $9.0M Add +0.1%
DKNG Draftkings Inc. Class A 2.81% 179,846 $8.2M Add +1698.5%
VUG Vanguard Mrngstar GR ETF-Sui 2.35% 19,828 $6.8M Add +0.8%
RTX CORPORATION 2.33% 69,471 $6.8M New
CARR Carrier Global Corp. 2.06% 103,119 $6.0M Add +0.0%
UPS United Parcel Service Class B 2.03% 39,655 $5.9M No change
VIG Vanguard Dividend Apprec ETF 1.67% 26,561 $4.9M Add +2.2%
IWD iShares Russell 1000 Value E 1.64% 26,632 $4.8M Add +1.2%
PSX Phillips 66 1.62% 28,830 $4.7M Reduce -0.1%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.57% 176,889 $4.6M Reduce -0.3%
KMI Kinder Morgan Inc. 1.52% 240,274 $4.4M New
AMT American Tower Corp. 1.46% 21,464 $4.2M Add +0.1%
AVB Avalonbay Communities Inc. 1.45% 22,758 $4.2M Add +2.7%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.45% 66,838 $4.2M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 1.44% 16,123 $4.2M Add +0.1%
STWD Starwood Property Trust Inc. 1.41% 201,179 $4.1M New
XPO Xpo Inc. 1.34% 32,015 $3.9M No change
KO The Coca-Cola Co. 1.30% 61,819 $3.8M No change
WMT Walmart Inc. 1.16% 56,021 $3.4M Reduce -2.0%
BA The Boeing Co. 1.14% 17,191 $3.3M Reduce -0.5%
MU Micron Technology Inc. 1.14% 27,985 $3.3M Reduce -0.9%
GOOGL Alphabet Inc. Class A 1.09% 20,990 $3.2M No change
COF Capital One Financial Corp. 1.07% 19,777 $3.1M Add +0.5%
VICI Vici Properties Inc. filed as VICI PPTYS INC 1.05% 102,684 $3.1M Add +1.2%
V Visa Inc. Class A 1.02% 10,580 $3.0M Reduce -0.5%
SWK Stanley Black & Decker Inc. 0.69% 20,581 $2.0M Add +0.1%
ENB Enbridge Inc. 0.64% 51,650 $1.9M Add +2.2%
VIS Vanguard Industrials ETF 0.63% 7,505 $1.8M Add +0.1%
CRM Salesforce Inc. 0.61% 5,899 $1.8M No change
LH Laboratory CRP of Amer Hldgs 0.60% 8,000 $1.7M Reduce -1.0%
AFL Aflac Inc. 0.59% 19,886 $1.7M Reduce -0.3%
CAVA Cava Group Inc. 0.55% 22,974 $1.6M New
SYK Stryker Corp. 0.55% 4,445 $1.6M No change
NVDA Nvidia Corp. 0.50% 1,594 $1.4M Reduce -55.6%
HD Home Depot Inc. 0.41% 3,127 $1.2M Add +1.0%
IYW iShares Ustechnology ETF 0.39% 9,834 $1.1M No change
CCL Carnival Corp. 0.39% 68,740 $1.1M Add +38.8%
JNJ Johnson & Johnson 0.38% 6,997 $1.1M Add +0.1%
DGX Quest Diagnostics Inc. 0.37% 8,168 $1.1M No change
HON Honeywell International Inc. 0.36% 5,131 $1.1M No change
TSLA Tesla Inc. 0.36% 5,982 $1.1M No change
SG Sweetgreen Inc. Class A 0.35% 40,133 $1.0M No change
NFLX Netflix Inc. 0.35% 1,660 $1.0M No change
AZN Astrazeneca PLC-Spons ADR 0.30% 12,957 $878K No change
NCLH Norwegian Cruise Line Holdin 0.28% 38,332 $802K No change
SHW The Sherwin-Williams Co. 0.27% 2,250 $781K No change
BX Blackstone Inc. 0.26% 5,745 $755K Reduce -1.5%
XOM Exxon Mobil Corp. 0.26% 6,387 $742K Add +0.5%
IWF iShares Russell 1000 Growth 0.23% 1,957 $660K Add +11.1%
EA Electronic Arts Inc. 0.21% 4,505 $598K No change
LAR Lithium Americas Argentina C 0.20% 109,035 $588K No change
GS Goldman Sachs Group Inc. 0.19% 1,343 $561K Add +0.1%
PEP Pepsico Inc. 0.19% 3,098 $542K Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 825 $432K Add +8.6%
VWO Vanguard Ftse Emerging Marke 0.15% 10,314 $431K Reduce -19.3%
JPM JPMorgan Chase & Co. 0.15% 2,137 $428K Add +1.5%
GBTC Grayscale Bitcoin Trust ETF 0.14% 6,373 $403K New
EIX Edison International 0.14% 5,562 $393K Add +0.2%
META Meta Platforms Inc. Class A 0.13% 777 $377K Add +3.3%
SCHX Schwab US Large-Cap ETF 0.12% 5,735 $356K Add +0.3%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.12% 203 $346K Reduce -39.0%
MC Moelis & Co. Class A 0.12% 5,980 $339K No change
XLF SS Financial Select Sector 0.11% 7,752 $327K No change
FTRE Fortrea Holdings Inc. 0.11% 8,084 $324K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 7,871 $298K Reduce -38.9%
VCSH Vanguard S/T Corp. Bond ETF 0.10% 3,760 $291K No change
IVV iShares Core S&P 500 ETF 0.09% 522 $274K No change
DHR Danaher Corp. 0.09% 1,089 $272K No change
ORCL Oracle Corp. 0.08% 1,884 $237K New
VGT Vanguard Info Tech ETF 0.08% 441 $231K Add +0.2%
ABT Abbott Laboratories 0.08% 1,959 $223K Add +1.8%

Portfolio Sells Q4 2023 → Q1 2024
RTX RTX Corp. Sold out 0.00% −2.25
ADBE Adobe Inc. Sold out 0.00% −2.22
AAPL Apple Inc. Reduce -7.9% 6.00% −2.15
BUD Anheuser-Busch Inbev-SPN ADR Sold out 0.00% −1.57
BA The Boeing Co. Reduce -0.5% 1.14% −0.59
BP BP PLC-Spons ADR Sold out 0.00% −0.42
QCOM Qualcomm Inc. Sold out 0.00% −0.39
RSP Invesco S&P 500 Equal Weight Reduce -0.3% 5.56% −0.23
NVDA Nvidia Corp. Reduce -55.6% 0.50% −0.19
LH Laboratory CRP of Amer Hldgs Reduce -1.0% 0.60% −0.10
PARAA Paramount Global Class B Sold out 0.00% −0.08
BAC Bank of America Corp. Reduce -38.9% 0.10% −0.06
CGXU Cap Group Intl Focus Reduce -0.3% 1.57% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -19.3% 0.15% −0.05
V Visa Inc. Class A Reduce -0.5% 1.02% −0.05
AFL Aflac Inc. Reduce -0.3% 0.59% −0.04
BX Blackstone Inc. Reduce -1.5% 0.26% −0.03
MSFT Microsoft Corp. Reduce -0.7% 3.41% −0.01
WMT Walmart Inc. Reduce -2.0% 1.16% +0.01
MSTR Strategy Inc. Reduce -39.0% 0.12% +0.04
PSX Phillips 66 Reduce -0.1% 1.62% +0.15
MU Micron Technology Inc. Reduce -0.9% 1.14% +0.21
AMZN Amazon.com Inc. Reduce -1.3% 6.38% +0.31

Portfolio Buys Q4 2023 → Q1 2024
MGM MGM Resorts International New 3.45% +3.45
DKNG Draftkings Inc. Class A Add +1698.5% 2.81% +2.68
RTX CORPORATION New 2.33% +2.33
KMI Kinder Morgan Inc. New 1.52% +1.52
STWD Starwood Property Trust Inc. New 1.41% +1.41
CAVA Cava Group Inc. New 0.55% +0.55
GBTC Grayscale Bitcoin Trust ETF New 0.14% +0.14
ORCL Oracle Corp. New 0.08% +0.08
CCL Carnival Corp. Add +38.8% 0.39% +0.03
META Meta Platforms Inc. Class A Add +3.3% 0.13% +0.03
IWF iShares Russell 1000 Growth Add +11.1% 0.23% +0.02
XOM Exxon Mobil Corp. Add +0.5% 0.26% +0.01
JPM JPMorgan Chase & Co. Add +1.5% 0.15% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +8.6% 0.15% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +0.8% 2.35% +0.00
HD Home Depot Inc. Add +1.0% 0.41% +0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.12% −0.00
VGT Vanguard Info Tech ETF Add +0.2% 0.08% −0.00
VIS Vanguard Industrials ETF Add +0.1% 0.63% −0.00
ABT Abbott Laboratories Add +1.8% 0.08% −0.00
GS Goldman Sachs Group Inc. Add +0.1% 0.19% −0.01
PEP Pepsico Inc. Add +0.5% 0.19% −0.01
EIX Edison International Add +0.2% 0.14% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.1% 1.44% −0.02
IWD iShares Russell 1000 Value E Add +1.2% 1.64% −0.03
VIG Vanguard Dividend Apprec ETF Add +2.2% 1.67% −0.03
JNJ Johnson & Johnson Add +0.1% 0.38% −0.04
SPG Simon Property Group Inc. Add +0.1% 3.09% −0.05
COF Capital One Financial Corp. Add +0.5% 1.07% −0.05
ENB Enbridge Inc. Add +2.2% 0.64% −0.06
SWK Stanley Black & Decker Inc. Add +0.1% 0.69% −0.08
VMRK Vivmark Residential Add +0.6% 1.45% −0.11
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +1.5% 5.00% −0.11
AVB Avalonbay Communities Inc. Add +2.7% 1.45% −0.14
VICI Vici Properties Inc. Add +1.2% 1.05% −0.19
CARR Carrier Global Corp. Add +0.0% 2.06% −0.21
VB Vanguard Most SM-Cap ETF-Usd Add +1.0% 7.47% −0.23
AMT American Tower Corp. Add +0.1% 1.46% −0.32
BXP BXP Inc. Add +0.3% 3.25% −0.63

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