Riverview Capital Advisers, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Riverview Capital Advisers, LLC reported 83 stock positions worth $324.7 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 7.0%) and Berkshire Hathaway Class B (BRK.B, 5.9%). Compared with Q2 2024, it opened 3 new positions, sold out of 3, added to 34 and reduced 18. The biggest buy was Sweetgreen Class A (SG, shares +581%) and the biggest sale an exit from Boeing (BA).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$324.7M (Q3 2024)
SEC Filing
0001962933-24-000010 ↗ filed Nov 14, 2024

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 $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 83 stocks · $324.7M
AAPL Apple Inc. 7.28% 101,415 $23.6M Reduce -0.2%
VB Vanguard Most SM-Cap ETF-Usd 7.04% 96,324 $22.8M Add +0.4%
BRK.B Berkshire Hathaway Inc. Class B 5.90% 41,592 $19.1M Reduce -0.3%
AMZN Amazon.com Inc. 5.74% 100,008 $18.6M Reduce -0.1%
RSP Invesco S&P 500 Equal Weight 5.26% 95,394 $17.1M Add +0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.90% 60,288 $15.9M Reduce -0.3%
BXP BXP Inc. 3.78% 152,528 $12.3M Add +2.4%
MSFT Microsoft Corp. 3.11% 23,490 $10.1M Add +0.0%
SPG Simon Property Group Inc. 3.02% 57,979 $9.8M Add +0.5%
SG Sweetgreen Inc. Class A 2.98% 273,341 $9.7M Add +581.1%
CARR Carrier Global Corp. 2.56% 103,165 $8.3M Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui 2.41% 20,356 $7.8M Add +0.1%
MGM MGM Resorts International 2.37% 196,533 $7.7M Reduce -5.6%
TSLA Tesla Inc. 2.02% 25,017 $6.5M Add +315.8%
ES Eversource Energy 1.90% 90,484 $6.2M Add +3.4%
VIG Vanguard Dividend Apprec ETF 1.67% 27,316 $5.4M Add +0.2%
UPS United Parcel Service Class B 1.64% 39,086 $5.3M Add +0.8%
KMI Kinder Morgan Inc. 1.63% 239,318 $5.3M Add +0.7%
IWD iShares Russell 1000 Value E 1.56% 26,647 $5.1M Add +0.3%
AMT American Tower Corp. 1.55% 21,608 $5.0M Add +0.0%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.54% 67,230 $5.0M Add +4.6%
VTI VG Morningstar TS MKT ETF-US 1.53% 17,494 $5.0M Add +0.5%
AVB Avalonbay Communities Inc. 1.52% 21,911 $4.9M Add +0.7%
RIO Rio Tinto PLC-Spon ADR 1.49% 67,911 $4.8M New
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.47% 177,329 $4.8M Reduce -0.4%
WMT Walmart Inc. 1.37% 55,080 $4.4M Add +0.0%
KO The Coca-Cola Co. 1.34% 60,613 $4.4M No change
STWD Starwood Property Trust Inc. 1.26% 200,242 $4.1M Reduce -0.6%
CAVA Cava Group Inc. 1.25% 32,872 $4.1M Reduce -23.3%
PSX Phillips 66 1.13% 27,975 $3.7M Add +0.4%
VICI Vici Properties Inc. filed as VICI PPTYS INC 1.09% 106,518 $3.5M Reduce -0.1%
GOOGL Alphabet Inc. Class A 1.07% 20,994 $3.5M Reduce -0.7%
V Visa Inc. Class A 0.90% 10,580 $2.9M No change
MU Micron Technology Inc. 0.89% 27,995 $2.9M No change
ENB Enbridge Inc. 0.87% 69,321 $2.8M Add +93.3%
SWK Stanley Black & Decker Inc. 0.82% 24,157 $2.7M Add +16.9%
ABNB Airbnb Inc. Class A 0.76% 19,550 $2.5M New
NVDA Nvidia Corp. 0.72% 19,373 $2.4M Add +3.0%
AFL Aflac Inc. 0.68% 19,886 $2.2M No change
VIS Vanguard Industrials ETF 0.60% 7,509 $2.0M Add +0.1%
LH Labcorp Holdings Inc. 0.55% 8,000 $1.8M No change
CRM Salesforce Inc. 0.49% 5,850 $1.6M Reduce -0.0%
SYK Stryker Corp. 0.49% 4,420 $1.6M No change
CCL Carnival Corp. 0.45% 79,266 $1.5M Add +13.1%
HD Home Depot Inc. 0.40% 3,180 $1.3M Add +0.6%
DGX Quest Diagnostics Inc. 0.39% 8,168 $1.3M No change
IWF iShares Russell 1000 Growth 0.37% 3,159 $1.2M Add +1.8%
NFLX Netflix Inc. 0.36% 1,660 $1.2M No change
JNJ Johnson & Johnson 0.35% 7,018 $1.1M Add +0.1%
IYW iShares Ustechnology ETF 0.35% 9,834 $1.1M No change
HON Honeywell International Inc. 0.33% 5,131 $1.1M No change
AZN Astrazeneca PLC-Spons ADR 0.31% 12,957 $1.0M No change
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.28% 25,138 $916K Add +14.2%
BX Blackstone Inc. 0.27% 5,695 $872K Reduce -0.9%
SHW The Sherwin-Williams Co. 0.26% 2,250 $859K No change
NCLH Norwegian Cruise Line Holdin 0.24% 38,332 $786K No change
INDA iShares MSCI India ETF 0.24% 13,425 $786K No change
PHG Koninklijke Philips NVR- NY 0.24% 23,715 $776K No change
XOM Exxon Mobil Corp. 0.23% 6,433 $754K No change
GS Goldman Sachs Group Inc. 0.21% 1,348 $667K Add +0.2%
EA Electronic Arts Inc. 0.20% 4,505 $646K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 1,123 $644K Add +0.4%
PEP Pepsico Inc. 0.16% 3,050 $519K Reduce -0.5%
VWO Vanguard Ftse Emerging Marke 0.15% 10,332 $494K Add +0.1%
JPM JPMorgan Chase & Co. 0.13% 2,071 $437K No change
EIX Edison International 0.13% 4,761 $415K No change
META Meta Platforms Inc. Class A 0.13% 723 $414K Reduce -14.2%
MC Moelis & Co. Class A 0.13% 5,980 $410K No change
DKNG Draftkings Inc. Class A 0.13% 10,378 $407K Reduce -94.1%
SCHX Schwab US Large-Cap ETF 0.12% 5,767 $391K Add +0.6%
LAR Lithium Americas Argentina C 0.11% 109,035 $355K No change
XLF SS Financial Select Sector 0.11% 7,752 $351K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.11% 2,030 $342K No change
GBTC Grayscale Bitcoin Trust ETF 0.10% 6,373 $322K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 7,598 $301K Reduce -2.5%
IVV iShares Core S&P 500 ETF 0.09% 522 $301K No change
DHR Danaher Corp. 0.09% 1,065 $296K No change
VCSH Vanguard S/T Corp. Bond ETF 0.08% 3,360 $267K Reduce -10.6%
IJK iShares S&P Mid-Cap 400 Grow 0.08% 2,865 $263K Add +4.6%
VGT Vanguard Info Tech ETF 0.08% 441 $259K No change
ORCL Oracle Corp. 0.08% 1,459 $249K Add +0.3%
ABT Abbott Laboratories 0.07% 1,925 $219K No change
SVC Service Pptys TR 0.01% 10,370 $47K New

Portfolio Sells Q2 2024 → Q3 2024
BA The Boeing Co. Sold out 0.00% −2.64
DKNG Draftkings Inc. Class A Reduce -94.1% 0.13% −2.14
COF Capital One Financial Corp. Sold out 0.00% −1.02
AMZN Amazon.com Inc. Reduce -0.1% 5.74% −0.78
MGM MGM Resorts International Reduce -5.6% 2.37% −0.75
GOOGL Alphabet Inc. Class A Reduce -0.7% 1.07% −0.23
CAVA Cava Group Inc. Reduce -23.3% 1.25% −0.09
CGXU Cap Group Intl Focus Reduce -0.4% 1.47% −0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.3% 4.90% −0.03
STWD Starwood Property Trust Inc. Reduce -0.6% 1.26% −0.03
META Meta Platforms Inc. Class A Reduce -14.2% 0.13% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -10.6% 0.08% −0.02
CRM Salesforce Inc. Reduce -0.0% 0.49% −0.01
SIRI Sirius XM Holdings Inc. Sold out 0.00% −0.01
BAC Bank of America Corp. Reduce -2.5% 0.09% −0.01
PEP Pepsico Inc. Reduce -0.5% 0.16% −0.01
BX Blackstone Inc. Reduce -0.9% 0.27% +0.03
VICI Vici Properties Inc. Reduce -0.1% 1.09% +0.06
AAPL Apple Inc. Reduce -0.2% 7.28% +0.06
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.3% 5.90% +0.18
CARR Carrier Global Corp. Reduce -0.1% 2.56% +0.36

Portfolio Buys Q2 2024 → Q3 2024
SG Sweetgreen Inc. Class A Add +581.1% 2.98% +2.58
TSLA Tesla Inc. Add +315.8% 2.02% +1.61
RIO Rio Tinto PLC-Spon ADR New 1.49% +1.49
ABNB Airbnb Inc. Class A New 0.76% +0.76
BXP BXP Inc. Add +2.4% 3.78% +0.69
ENB Enbridge Inc. Add +93.3% 0.87% +0.44
SWK Stanley Black & Decker Inc. Add +16.9% 0.82% +0.26
ES Eversource Energy Add +3.4% 1.90% +0.22
AMT American Tower Corp. Add +0.0% 1.55% +0.13
WMT Walmart Inc. Add +0.0% 1.37% +0.11
SPG Simon Property Group Inc. Add +0.5% 3.02% +0.07
VMRK Vivmark Residential Add +4.6% 1.54% +0.04
CGDV Cap Group Dividend Value Add +14.2% 0.28% +0.04
KMI Kinder Morgan Inc. Add +0.7% 1.63% +0.04
HD Home Depot Inc. Add +0.6% 0.40% +0.03
SVC Service Pptys TR New 0.01% +0.01
CCL Carnival Corp. Add +13.1% 0.45% +0.01
ORCL Oracle Corp. Add +0.3% 0.08% +0.01
VIS Vanguard Industrials ETF Add +0.1% 0.60% +0.01
JNJ Johnson & Johnson Add +0.1% 0.35% +0.01
AVB Avalonbay Communities Inc. Add +0.7% 1.52% +0.00
RSP Invesco S&P 500 Equal Weight Add +0.4% 5.26% +0.00
GS Goldman Sachs Group Inc. Add +0.2% 0.21% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.15% 0.00
IJK iShares S&P Mid-Cap 400 Grow Add +4.6% 0.08% −0.00
SCHX Schwab US Large-Cap ETF Add +0.6% 0.12% −0.00
IWD iShares Russell 1000 Value E Add +0.3% 1.56% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.4% 0.20% −0.01
VIG Vanguard Dividend Apprec ETF Add +0.2% 1.67% −0.01
VB Vanguard Most SM-Cap ETF-Usd Add +0.4% 7.04% −0.01
IWF iShares Russell 1000 Growth Add +1.8% 0.37% −0.02
VTI VG Morningstar TS MKT ETF-US Add +0.5% 1.53% −0.04
NVDA Nvidia Corp. Add +3.0% 0.72% −0.06
UPS United Parcel Service Class B Add +0.8% 1.64% −0.15
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 2.41% −0.16
PSX Phillips 66 Add +0.4% 1.13% −0.19
MSFT Microsoft Corp. Add +0.0% 3.11% −0.42

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