Riverview Capital Advisers, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Riverview Capital Advisers, LLC reported 88 stock positions worth $318.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.0% of the portfolio, followed by Apple (AAPL, 6.7%) and Amazon.com (AMZN, 6.0%). Compared with Q4 2024, it opened 7 new positions, sold out of 10, added to 34 and reduced 22. The biggest buy was a new position in Public Storage (PSA) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −34%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$318.2M (Q1 2025)
SEC Filing
0001962933-25-000003 ↗ filed May 13, 2025

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 $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 88 stocks · $318.2M
BRK.B Berkshire Hathaway Inc. Class B 6.96% 41,606 $22.2M Add +2.5%
AAPL Apple Inc. 6.66% 95,365 $21.2M Reduce -2.0%
AMZN Amazon.com Inc. 5.97% 99,911 $19.0M Add +0.1%
RSP Invesco S&P 500 Equal Weight 5.32% 97,766 $16.9M Add +2.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 5.17% 63,630 $16.5M Add +5.3%
VB Vanguard Most SM-Cap ETF-Usd 4.45% 63,862 $14.2M Reduce -34.1%
BXP BXP Inc. 3.16% 149,823 $10.1M Reduce -1.0%
SPG Simon Property Group Inc. 2.94% 56,253 $9.3M Reduce -2.9%
SG Sweetgreen Inc. Class A 2.74% 348,654 $8.7M Add +30.9%
MSFT Microsoft Corp. 2.58% 21,870 $8.2M Reduce -6.5%
VUG Vanguard Mrngstar GR ETF-Sui 2.30% 19,701 $7.3M Reduce -1.6%
KMI Kinder Morgan Inc. 2.13% 237,481 $6.8M Reduce -0.7%
CARR Carrier Global Corp. 2.07% 103,782 $6.6M Add +0.9%
TSLA Tesla Inc. 2.04% 25,014 $6.5M No change
ES Eversource Energy 1.80% 92,093 $5.7M Add +3.4%
VIG Vanguard Dividend Apprec ETF 1.78% 29,168 $5.7M Add +4.2%
PSA Public Storage 1.68% 17,867 $5.3M New
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.62% 210,398 $5.2M Add +23.1%
VTI VG Morningstar TS MKT ETF-US 1.55% 17,952 $4.9M Add +1.4%
PK Park Hotels & Resorts Inc. 1.55% 461,146 $4.9M New
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.55% 68,801 $4.9M Add +2.4%
WMT Walmart Inc. 1.52% 54,987 $4.8M Add +0.0%
AVB Avalonbay Communities Inc. 1.47% 21,854 $4.7M Reduce -0.1%
FSLR First Solar Inc. 1.42% 35,770 $4.5M New
IWD iShares Russell 1000 Value E 1.41% 23,858 $4.5M Reduce -12.4%
KO The Coca-Cola Co. 1.36% 60,529 $4.3M Reduce -0.1%
NKE Nike Inc. Class B 1.31% 65,511 $4.2M Add +8.0%
V Visa Inc. Class A 1.17% 10,580 $3.7M No change
BHP BHP Group Ltd.-Spon ADR 1.15% 75,337 $3.7M Add +231.6%
STWD Starwood Property Trust Inc. 1.15% 184,940 $3.7M Reduce -2.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC 1.15% 112,082 $3.7M Add +8.9%
UPS United Parcel Service Class B 1.11% 32,011 $3.5M Reduce -17.7%
GOOGL Alphabet Inc. Class A 1.08% 22,310 $3.5M Add +6.3%
PSX Phillips 66 1.07% 27,530 $3.4M Reduce -1.2%
ENB Enbridge Inc. 1.04% 75,021 $3.3M Add +9.4%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.81% 61,549 $2.6M Add +2.6%
MU Micron Technology Inc. 0.80% 29,295 $2.5M Add +4.6%
ABNB Airbnb Inc. Class A 0.75% 20,042 $2.4M Add +2.5%
NVDA Nvidia Corp. 0.74% 21,852 $2.4M Add +12.6%
CAVA Cava Group Inc. 0.70% 25,772 $2.2M Reduce -21.6%
AFL Aflac Inc. 0.69% 19,886 $2.2M No change
RIO Rio Tinto PLC-Spon ADR 0.65% 34,277 $2.1M Reduce -16.8%
VIS Vanguard Industrials ETF 0.59% 7,522 $1.9M Add +0.1%
LH Labcorp Holdings Inc. 0.59% 8,000 $1.9M No change
SWK Stanley Black & Decker Inc. 0.58% 24,015 $1.8M Add +8.9%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.57% 50,503 $1.8M Add +74.9%
SYK Stryker Corp. 0.52% 4,405 $1.6M Reduce -0.3%
CRM Salesforce Inc. 0.49% 5,845 $1.6M Reduce -0.1%
NFLX Netflix Inc. 0.49% 1,660 $1.5M No change
HD Home Depot Inc. 0.44% 3,841 $1.4M Add +20.1%
TEM Tempus AI Inc. Class A 0.44% 28,972 $1.4M New
DGX Quest Diagnostics Inc. 0.43% 8,168 $1.4M No change
INDA iShares MSCI India ETF 0.41% 25,354 $1.3M Add +88.7%
IWF iShares Russell 1000 Growth 0.38% 3,386 $1.2M Add +1.2%
JNJ Johnson & Johnson 0.38% 7,238 $1.2M Add +3.0%
IYW iShares Ustechnology ETF 0.35% 9,834 $1.1M No change
HON Honeywell International Inc. 0.34% 5,131 $1.1M No change
AZN Astrazeneca PLC-Spons ADR 0.30% 12,957 $952K No change
GS Goldman Sachs Group Inc. 0.27% 1,577 $861K Add +16.8%
SHW The Sherwin-Williams Co. 0.25% 2,250 $786K No change
XOM Exxon Mobil Corp. 0.23% 6,212 $739K Reduce -3.4%
JPM JPMorgan Chase & Co. 0.21% 2,674 $656K Add +29.1%
BX Blackstone Inc. 0.21% 4,692 $656K Reduce -17.6%
EA Electronic Arts Inc. 0.20% 4,505 $651K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 1,123 $628K Add +0.1%
PHG Koninklijke Philips NVR- NY 0.19% 23,715 $602K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.17% 1,908 $550K No change
META Meta Platforms Inc. Class A 0.16% 871 $502K Add +21.1%
VGT Vanguard Info Tech ETF 0.15% 885 $480K Add +103.5%
UBER Uber Technologies Inc. 0.14% 6,231 $454K New
PEP Pepsico Inc. 0.14% 3,014 $452K Reduce -1.2%
EPI Wisdomtree India Earnings 0.14% 9,955 $435K New
GBTC Grayscale Bitcoin Trust ETF 0.13% 6,373 $415K No change
SCHX Schwab US Large-Cap ETF 0.12% 17,336 $383K Add +0.3%
XLF SS Financial Select Sector 0.12% 7,587 $378K Reduce -1.9%
MC Moelis & Co. Class A 0.11% 5,980 $349K No change
DKNG Draftkings Inc. Class A 0.11% 10,378 $345K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 7,598 $317K No change
IVV iShares Core S&P 500 ETF 0.09% 522 $293K No change
SIRI Sirius XM Holdings Inc. 0.09% 12,967 $292K New
VWO Vanguard Ftse Emerging Marke 0.09% 6,253 $283K Reduce -39.9%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 3,360 $265K No change
ABT Abbott Laboratories 0.08% 1,925 $255K No change
IJK iShares S&P Mid-Cap 400 Grow 0.07% 2,865 $239K No change
LAR Lithium Argentina AG 0.07% 109,035 $233K No change
IBIT iShares Bitcoin Trust ETF 0.07% 4,835 $226K No change
ACVA Acv Auctions Inc. Class A 0.07% 16,061 $226K No change
DHR Danaher Corp. 0.07% 1,065 $218K No change

Portfolio Sells Q4 2024 → Q1 2025
VB Vanguard Most SM-Cap ETF-Usd Reduce -34.1% 4.45% −2.58
GD General Dynamics Corp. Sold out 0.00% −1.59
AMT American Tower Corp. Sold out 0.00% −1.19
AAPL Apple Inc. Reduce -2.0% 6.66% −0.69
MGM MGM Resorts International Sold out 0.00% −0.61
CAVA Cava Group Inc. Reduce -21.6% 0.70% −0.42
MSFT Microsoft Corp. Reduce -6.5% 2.58% −0.40
UPS United Parcel Service Class B Reduce -17.7% 1.11% −0.37
CCL Carnival Corp. Sold out 0.00% −0.37
NCLH Norwegian Cruise Line Holdin Sold out 0.00% −0.30
BXP BXP Inc. Reduce -1.0% 3.16% −0.23
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.6% 2.30% −0.18
EIX Edison International Sold out 0.00% −0.11
IWD iShares Russell 1000 Value E Reduce -12.4% 1.41% −0.11
CRM Salesforce Inc. Reduce -0.1% 0.49% −0.10
BX Blackstone Inc. Reduce -17.6% 0.21% −0.09
RIO Rio Tinto PLC-Spon ADR Reduce -16.8% 0.65% −0.08
SPG Simon Property Group Inc. Reduce -2.9% 2.94% −0.07
ORCL Oracle Corp. Sold out 0.00% −0.07
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.07
RH RH Sold out 0.00% −0.07
VWO Vanguard Ftse Emerging Marke Reduce -39.9% 0.09% −0.05
VALE S A Sold out 0.00% −0.04
PEP Pepsico Inc. Reduce -1.2% 0.14% +0.00
XLF SS Financial Select Sector Reduce -1.9% 0.12% +0.01
AVB Avalonbay Communities Inc. Reduce -0.1% 1.47% +0.02
XOM Exxon Mobil Corp. Reduce -3.4% 0.23% +0.02
SYK Stryker Corp. Reduce -0.3% 0.52% +0.04
STWD Starwood Property Trust Inc. Reduce -2.7% 1.15% +0.06
PSX Phillips 66 Reduce -1.2% 1.07% +0.11
KMI Kinder Morgan Inc. Reduce -0.7% 2.13% +0.15
KO The Coca-Cola Co. Reduce -0.1% 1.36% +0.22

Portfolio Buys Q4 2024 → Q1 2025
PSA Public Storage New 1.68% +1.68
PK Park Hotels & Resorts Inc. New 1.55% +1.55
FSLR First Solar Inc. New 1.42% +1.42
BRK.B Berkshire Hathaway Inc. Class B Add +2.5% 6.96% +1.41
BHP BHP Group Ltd.-Spon ADR Add +231.6% 1.15% +0.81
TEM Tempus AI Inc. Class A New 0.44% +0.44
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +5.3% 5.17% +0.36
CGXU Cap Group Intl Focus Add +23.1% 1.62% +0.35
RSP Invesco S&P 500 Equal Weight Add +2.4% 5.32% +0.27
CGDV Cap Group Dividend Value Add +74.9% 0.57% +0.26
ES Eversource Energy Add +3.4% 1.80% +0.25
VICI Vici Properties Inc. Add +8.9% 1.15% +0.24
INDA iShares MSCI India ETF Add +88.7% 0.41% +0.20
ENB Enbridge Inc. Add +9.4% 1.04% +0.17
SG Sweetgreen Inc. Class A Add +30.9% 2.74% +0.16
UBER Uber Technologies Inc. New 0.14% +0.14
EPI Wisdomtree India Earnings New 0.14% +0.14
VIG Vanguard Dividend Apprec ETF Add +4.2% 1.78% +0.12
SLB SLB Ltd. Add +2.6% 0.81% +0.11
VMRK Vivmark Residential Add +2.4% 1.55% +0.09
SIRI Sirius XM Holdings Inc. New 0.09% +0.09
MU Micron Technology Inc. Add +4.6% 0.80% +0.09
JNJ Johnson & Johnson Add +3.0% 0.38% +0.07
VGT Vanguard Info Tech ETF Add +103.5% 0.15% +0.07
HD Home Depot Inc. Add +20.1% 0.44% +0.07
JPM JPMorgan Chase & Co. Add +29.1% 0.21% +0.06
SWK Stanley Black & Decker Inc. Add +8.9% 0.58% +0.05
GS Goldman Sachs Group Inc. Add +16.8% 0.27% +0.04
META Meta Platforms Inc. Class A Add +21.1% 0.16% +0.03
WMT Walmart Inc. Add +0.0% 1.52% +0.02
VIS Vanguard Industrials ETF Add +0.1% 0.59% +0.01
VTI VG Morningstar TS MKT ETF-US Add +1.4% 1.55% +0.00
SCHX Schwab US Large-Cap ETF Add +0.3% 0.12% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.20% −0.00
IWF iShares Russell 1000 Growth Add +1.2% 0.38% −0.02
ABNB Airbnb Inc. Class A Add +2.5% 0.75% −0.02
NVDA Nvidia Corp. Add +12.6% 0.74% −0.04
CARR Carrier Global Corp. Add +0.9% 2.07% −0.05
NKE Nike Inc. Class B Add +8.0% 1.31% −0.08
GOOGL Alphabet Inc. Class A Add +6.3% 1.08% −0.11
AMZN Amazon.com Inc. Add +0.1% 5.97% −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