Riverview Capital Advisers, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Riverview Capital Advisers, LLC reported 96 stock positions worth $349.0 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 7.3%) and Apple (AAPL, 5.3%). Compared with Q1 2025, it opened 10 new positions, sold out of 2, added to 20 and reduced 52. The biggest buy was a new position in United Rentals (URI) and the biggest sale Sweetgreen Class A (SG, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001962933
- Portfolio Value
- $349.0M (Q2 2025)
- SEC Filing
- 0001962933-25-000004 ↗ filed Aug 13, 2025
Holdings Value
Holdings 96 stocks · $349.0M
| BRK.B Berkshire Hathaway Inc. Class B | 7.28% | 52,331 | $25.4M | Add +25.8% |
| AMZN Amazon.com Inc. | 7.27% | 115,701 | $25.4M | Add +15.8% |
| AAPL Apple Inc. | 5.33% | 90,692 | $18.6M | Reduce -4.9% |
| RSP Invesco S&P 500 Equal Weight | 5.33% | 102,307 | $18.6M | Add +4.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.03% | 62,758 | $17.6M | Reduce -1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.61% | 53,189 | $12.6M | Reduce -16.7% |
| MSFT Microsoft Corp. | 3.15% | 22,133 | $11.0M | Add +1.2% |
| CARR Carrier Global Corp. | 2.94% | 139,977 | $10.2M | Add +34.9% |
| BXP BXP Inc. | 2.60% | 134,273 | $9.1M | Reduce -10.4% |
| TSLA Tesla Inc. | 2.59% | 28,456 | $9.0M | Add +13.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.51% | 19,976 | $8.8M | Add +1.4% |
| SPG Simon Property Group Inc. | 2.49% | 54,109 | $8.7M | Reduce -3.8% |
| PK Park Hotels & Resorts Inc. | 1.98% | 676,496 | $6.9M | Add +46.7% |
| KMI Kinder Morgan Inc. | 1.92% | 227,526 | $6.7M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 1.77% | 30,255 | $6.2M | Add +3.7% |
| HD Home Depot Inc. | 1.72% | 16,378 | $6.0M | Add +326.4% |
| FSLR First Solar Inc. | 1.68% | 35,483 | $5.9M | Reduce -0.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.63% | 209,576 | $5.7M | Reduce -0.4% |
| URI United Rentals Inc. | 1.55% | 7,166 | $5.4M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.54% | 17,671 | $5.4M | Reduce -1.6% |
| WMT Walmart Inc. | 1.53% | 54,663 | $5.3M | Reduce -0.6% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 1.33% | 68,626 | $4.6M | Reduce -0.3% |
| R Ryder System Inc. | 1.32% | 29,079 | $4.6M | New |
| IWD iShares Russell 1000 Value E | 1.32% | 23,660 | $4.6M | Reduce -0.8% |
| AVB Avalonbay Communities Inc. | 1.26% | 21,562 | $4.4M | Reduce -1.3% |
| ES Eversource Energy | 1.21% | 66,328 | $4.2M | Reduce -28.0% |
| PSA Public Storage | 1.19% | 14,205 | $4.2M | Reduce -20.5% |
| KO The Coca-Cola Co. | 1.15% | 56,872 | $4.0M | Reduce -6.0% |
| GOOGL Alphabet Inc. Class A | 1.12% | 22,176 | $3.9M | Reduce -0.6% |
| SG Sweetgreen Inc. Class A | 1.07% | 251,203 | $3.7M | Reduce -27.9% |
| V Visa Inc. Class A | 1.07% | 10,494 | $3.7M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.99% | 21,795 | $3.4M | Reduce -0.3% |
| MU Micron Technology Inc. | 0.97% | 27,525 | $3.4M | Reduce -6.0% |
| UPS United Parcel Service Class B | 0.97% | 33,478 | $3.4M | Add +4.6% |
| ENB Enbridge Inc. | 0.94% | 72,603 | $3.3M | Reduce -3.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.89% | 91,515 | $3.1M | Add +48.7% |
| BHP BHP Group Ltd.-Spon ADR | 0.87% | 63,170 | $3.0M | Reduce -16.1% |
| TEM Tempus AI Inc. Class A | 0.85% | 46,441 | $3.0M | Add +60.3% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.83% | 88,657 | $2.9M | Reduce -20.9% |
| TOL Toll Brothers Inc. | 0.80% | 24,404 | $2.8M | New |
| ABNB Airbnb Inc. Class A | 0.75% | 19,769 | $2.6M | Reduce -1.4% |
| STWD Starwood Property Trust Inc. | 0.73% | 126,605 | $2.5M | Reduce -31.5% |
| PSX Phillips 66 | 0.73% | 21,248 | $2.5M | Reduce -22.8% |
| NFLX Netflix Inc. | 0.63% | 1,633 | $2.2M | Reduce -1.6% |
| CAVA Cava Group Inc. | 0.62% | 25,772 | $2.2M | No change |
| AFL Aflac Inc. | 0.60% | 19,880 | $2.1M | Reduce -0.0% |
| VIS Vanguard Industrials ETF | 0.60% | 7,429 | $2.1M | Reduce -1.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.58% | 51,166 | $2.0M | Add +1.3% |
| LH Labcorp Holdings Inc. | 0.56% | 7,404 | $1.9M | Reduce -7.5% |
| SYK Stryker Corp. | 0.49% | 4,319 | $1.7M | Reduce -1.9% |
| CRM Salesforce Inc. | 0.46% | 5,853 | $1.6M | Add +0.1% |
| MTH Meritage Homes Corp. | 0.45% | 23,225 | $1.6M | New |
| INDA iShares MSCI India ETF | 0.41% | 25,926 | $1.4M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.39% | 3,196 | $1.4M | Reduce -5.6% |
| RIO Rio Tinto PLC-Spon ADR | 0.36% | 21,623 | $1.3M | Reduce -36.9% |
| IYW iShares Ustechnology ETF | 0.32% | 9,834 | $1.1M | No change |
| GS Goldman Sachs Group Inc. | 0.32% | 1,558 | $1.1M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.32% | 4,731 | $1.1M | Reduce -7.8% |
| JNJ Johnson & Johnson | 0.31% | 7,150 | $1.1M | Reduce -1.2% |
| DGX Quest Diagnostics Inc. | 0.31% | 6,069 | $1.1M | Reduce -25.7% |
| SWK Stanley Black & Decker Inc. | 0.30% | 15,422 | $1.0M | Reduce -35.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.24% | 11,991 | $838K | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.22% | 2,674 | $775K | No change |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.22% | 1,908 | $771K | No change |
| SHW The Sherwin-Williams Co. | 0.20% | 2,082 | $715K | Reduce -7.5% |
| BX Blackstone Inc. | 0.20% | 4,667 | $698K | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 1,108 | $685K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.19% | 6,212 | $670K | No change |
| EA Electronic Arts Inc. | 0.19% | 4,168 | $666K | Reduce -7.5% |
| META Meta Platforms Inc. Class A | 0.18% | 871 | $643K | No change |
| PHG Koninklijke Philips NVR- NY | 0.17% | 24,718 | $593K | Add +4.2% |
| VGT Vanguard Info Tech ETF | 0.17% | 885 | $587K | No change |
| UBER Uber Technologies Inc. | 0.17% | 6,231 | $581K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.15% | 6,373 | $541K | No change |
| NKE Nike Inc. Class B | 0.15% | 7,545 | $536K | Reduce -88.5% |
| DKNG Draftkings Inc. Class A | 0.13% | 10,378 | $445K | No change |
| SCHX Schwab US Large-Cap ETF | 0.12% | 17,382 | $425K | Add +0.3% |
| EPI Wisdomtree India Earnings | 0.12% | 8,855 | $420K | Reduce -11.1% |
| PEP Pepsico Inc. | 0.12% | 3,064 | $405K | Add +1.7% |
| XLF SS Financial Select Sector | 0.11% | 7,587 | $397K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.10% | 5,818 | $356K | Add +20.3% |
| ORCL Oracle Corp. | 0.09% | 1,379 | $301K | New |
| SIRI Sirius XM Holdings Inc. | 0.09% | 12,967 | $298K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 5,846 | $289K | Reduce -6.5% |
| ACVA Acv Auctions Inc. Class A | 0.07% | 16,061 | $261K | No change |
| MC Moelis & Co. Class A | 0.07% | 4,034 | $251K | Reduce -32.5% |
| IVV iShares Core S&P 500 ETF | 0.07% | 396 | $246K | Reduce -24.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 2,960 | $235K | Reduce -11.9% |
| LAR Lithium Argentina AG | 0.07% | 109,035 | $227K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 4,498 | $213K | Reduce -40.8% |
| DHR Danaher Corp. | 0.06% | 1,041 | $206K | Reduce -2.3% |
| CIBR First Trust Nasdaq Cybersecu | 0.06% | 2,669 | $202K | New |
| CLRB Cellectar Biosciences Inc. | 0.02% | 10,500 | $75K | New |
| SERA Sera Prognostics Inc. Class A | 0.01% | 12,733 | $35K | New |
| IMNN Imunon Inc. | 0.00% | 11,715 | $9K | New |
| FAASF Digiasia Corp. | 0.00% | 16,274 | $9K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $677 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYAW Sharps Technology Inc. -27 | *W EXP 04/13/202 | 22,637 | $677 | New |
Total filed on the 13F, all lines: $349.0M.
Portfolio Sells Q1 2025 → Q2 2025
| SG Sweetgreen Inc. Class A | Reduce -27.9% | 1.07% | −1.67 |
| AAPL Apple Inc. | Reduce -4.9% | 5.33% | −1.33 |
| NKE Nike Inc. Class B | Reduce -88.5% | 0.15% | −1.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -16.7% | 3.61% | −0.84 |
| ES Eversource Energy | Reduce -28.0% | 1.21% | −0.59 |
| BXP BXP Inc. | Reduce -10.4% | 2.60% | −0.57 |
| PSA Public Storage | Reduce -20.5% | 1.19% | −0.49 |
| SPG Simon Property Group Inc. | Reduce -3.8% | 2.49% | −0.44 |
| STWD Starwood Property Trust Inc. | Reduce -31.5% | 0.73% | −0.42 |
| PSX Phillips 66 | Reduce -22.8% | 0.73% | −0.34 |
| VICI Vici Properties Inc. | Reduce -20.9% | 0.83% | −0.32 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -36.9% | 0.36% | −0.29 |
| SWK Stanley Black & Decker Inc. | Reduce -35.8% | 0.30% | −0.28 |
| BHP BHP Group Ltd.-Spon ADR | Reduce -16.1% | 0.87% | −0.28 |
| VMRK Vivmark Residential | Reduce -0.3% | 1.33% | −0.22 |
| AVB Avalonbay Communities Inc. | Reduce -1.3% | 1.26% | −0.22 |
| KMI Kinder Morgan Inc. | Reduce -4.2% | 1.92% | −0.21 |
| KO The Coca-Cola Co. | Reduce -6.0% | 1.15% | −0.21 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.4% | 5.03% | −0.14 |
| DGX Quest Diagnostics Inc. | Reduce -25.7% | 0.31% | −0.12 |
| ENB Enbridge Inc. | Reduce -3.2% | 0.94% | −0.10 |
| V Visa Inc. Class A | Reduce -0.8% | 1.07% | −0.10 |
| AFL Aflac Inc. | Reduce -0.0% | 0.60% | −0.09 |
| IWD iShares Russell 1000 Value E | Reduce -0.8% | 1.32% | −0.09 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.08 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.2% | 0.31% | −0.06 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -7.5% | 0.24% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -7.5% | 0.20% | −0.04 |
| BAC Bank of America Corp. | Reduce -40.8% | 0.06% | −0.04 |
| MC Moelis & Co. Class A | Reduce -32.5% | 0.07% | −0.04 |
| LH Labcorp Holdings Inc. | Reduce -7.5% | 0.56% | −0.03 |
| HON Honeywell International Inc. | Reduce -7.8% | 0.32% | −0.03 |
| SYK Stryker Corp. | Reduce -1.9% | 0.49% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -24.1% | 0.07% | −0.02 |
| EPI Wisdomtree India Earnings | Reduce -11.1% | 0.12% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.9% | 0.07% | −0.02 |
| EA Electronic Arts Inc. | Reduce -7.5% | 0.19% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 1.54% | −0.01 |
| DHR Danaher Corp. | Reduce -2.3% | 0.06% | −0.01 |
| BX Blackstone Inc. | Reduce -0.5% | 0.20% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.5% | 0.08% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -1.4% | 0.75% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 0.20% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -5.6% | 0.39% | +0.00 |
| CGXU Cap Group Intl Focus | Reduce -0.4% | 1.63% | +0.01 |
| VIS Vanguard Industrials ETF | Reduce -1.2% | 0.60% | +0.01 |
| WMT Walmart Inc. | Reduce -0.6% | 1.53% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 1.12% | +0.04 |
| GS Goldman Sachs Group Inc. | Reduce -1.2% | 0.32% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| URI United Rentals Inc. | New | 1.55% | +1.55 |
| R Ryder System Inc. | New | 1.32% | +1.32 |
| AMZN Amazon.com Inc. | Add +15.8% | 7.27% | +1.30 |
| HD Home Depot Inc. | Add +326.4% | 1.72% | +1.28 |
| CARR Carrier Global Corp. | Add +34.9% | 2.94% | +0.87 |
| TOL Toll Brothers Inc. | New | 0.80% | +0.80 |
| MSFT Microsoft Corp. | Add +1.2% | 3.15% | +0.57 |
| TSLA Tesla Inc. | Add +13.8% | 2.59% | +0.55 |
| MTH Meritage Homes Corp. | New | 0.45% | +0.45 |
| PK Park Hotels & Resorts Inc. | Add +46.7% | 1.98% | +0.44 |
| TEM Tempus AI Inc. Class A | Add +60.3% | 0.85% | +0.41 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +25.8% | 7.28% | +0.32 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.4% | 2.51% | +0.21 |
| ORCL Oracle Corp. | New | 0.09% | +0.09 |
| SLB SLB Ltd. | Add +48.7% | 0.89% | +0.08 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.06% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +20.3% | 0.10% | +0.03 |
| CLRB Cellectar Biosciences Inc. | New | 0.02% | +0.02 |
| CGDV Cap Group Dividend Value | Add +1.3% | 0.58% | +0.01 |
| SERA Sera Prognostics Inc. Class A | New | 0.01% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +4.6% | 5.33% | +0.00 |
| INDA iShares MSCI India ETF | Add +2.3% | 0.41% | +0.00 |
| IMNN Imunon Inc. | New | 0.00% | +0.00 |
| FAASF Digiasia Corp. | New | 0.00% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.12% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.7% | 1.77% | −0.00 |
| PHG Koninklijke Philips NVR- NY | Add +4.2% | 0.17% | −0.02 |
| PEP Pepsico Inc. | Add +1.7% | 0.12% | −0.03 |
| CRM Salesforce Inc. | Add +0.1% | 0.46% | −0.04 |
| UPS United Parcel Service Class B | Add +4.6% | 0.97% | −0.14 |
Notes & Other Activity Q1 2025 → Q2 2025
| SKYAW Sharps Technology Inc. -27 | *W EXP 04/13/202 | New | 22,637 | $677 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $348.8M | AMZN, BRK.B, AAPL, MU, VO |
| Q1 2026 | 86 | $299.7M | BRK.B, AMZN, AAPL, VO, TSLA |
| Q4 2025 | 91 | $330.5M | AMZN, BRK.B, AAPL, VO, VB |
| Q3 2025 | 98 | $345.8M | BRK.B, AMZN, AAPL, VO, VB |
| Q2 2025 | 96 | $349.0M | BRK.B, AMZN, AAPL, RSP, VO |
| Q1 2025 | 88 | $318.2M | BRK.B, AAPL, AMZN, RSP, VO |
| Q4 2024 | 91 | $331.4M | AAPL, VB, AMZN, BRK.B, RSP |
| Q3 2024 | 83 | $324.7M | AAPL, VB, BRK.B, AMZN, RSP |
| Q2 2024 | 83 | $296.8M | AAPL, VB, AMZN, BRK.B, RSP |
| Q1 2024 | 80 | $290.5M | VB, AMZN, BRK.B, AAPL, RSP |