Riverview Capital Advisers, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Riverview Capital Advisers, LLC reported 98 stock positions worth $345.8 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 7.6% of the portfolio, followed by Amazon.com (AMZN, 7.2%) and Apple (AAPL, 6.7%). Compared with Q2 2025, it opened 15 new positions, sold out of 13, added to 30 and reduced 32. The biggest buy was a new position in Polen Focus Growth ETF (PCLG) and the biggest sale an exit from Invesco S&P 500 Equal Weight (RSP).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$345.8M (Q3 2025)
SEC Filing
0001962933-25-000006 ↗ filed Nov 12, 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 Q1 2025 Q2 2025: $349.0M Q2 2025 Q3 2025: $345.8M $345.8M Q3 2025 Q4 2025: $330.5M Q4 2025 Q1 2026: $299.7M Q1 2026 Q2 2026: $348.8M Q2 2026

Holdings 98 stocks · $345.8M
BRK.B Berkshire Hathaway Inc. Class B 7.57% 52,038 $26.2M Reduce -0.6%
AMZN Amazon.com Inc. 7.19% 113,177 $24.9M Reduce -2.2%
AAPL Apple Inc. 6.66% 90,441 $23.0M Reduce -0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.61% 54,313 $16.0M Reduce -13.5%
VB Vanguard Most SM-Cap ETF-Usd 3.85% 52,344 $13.3M Reduce -1.6%
TSLA Tesla Inc. 3.77% 29,285 $13.0M Add +2.9%
PCLG Polen Focus Growth ETF 3.62% 500,775 $12.5M New
MSFT Microsoft Corp. 3.61% 24,087 $12.5M Add +8.8%
BXP BXP Inc. 2.86% 133,266 $9.9M Reduce -0.8%
SPG Simon Property Group Inc. 2.86% 52,702 $9.9M Reduce -2.6%
VUG Vanguard Mrngstar GR ETF-Sui 2.80% 20,161 $9.7M Add +0.9%
CARR Carrier Global Corp. 2.42% 140,078 $8.4M Add +0.1%
MKL Markel Group Inc. 2.40% 4,338 $8.3M New
PK Park Hotels & Resorts Inc. 2.16% 672,739 $7.5M Reduce -0.6%
URI United Rentals Inc. 1.98% 7,166 $6.8M No change
HD Home Depot Inc. 1.93% 16,459 $6.7M Add +0.5%
VIG Vanguard Dividend Apprec ETF 1.89% 30,268 $6.5M Add +0.0%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.81% 210,772 $6.2M Add +0.6%
VTI VG Morningstar TS MKT ETF-US 1.64% 17,295 $5.7M Reduce -2.1%
WMT Walmart Inc. 1.63% 54,688 $5.6M Add +0.1%
R Ryder System Inc. 1.59% 29,079 $5.5M No change
KMI Kinder Morgan Inc. 1.50% 183,320 $5.2M Reduce -19.4%
IWD iShares Russell 1000 Value E 1.37% 23,266 $4.7M Reduce -1.7%
ES Eversource Energy 1.37% 66,407 $4.7M Add +0.1%
MU Micron Technology Inc. 1.33% 27,550 $4.6M Add +0.1%
NVDA Nvidia Corp. 1.24% 22,993 $4.3M Add +5.5%
V Visa Inc. Class A 1.15% 11,613 $4.0M Add +10.7%
PSA Public Storage 1.13% 13,553 $3.9M Reduce -4.6%
GOOGL Alphabet Inc. Class A 1.13% 16,038 $3.9M Reduce -27.7%
KO The Coca-Cola Co. 1.09% 56,901 $3.8M Add +0.1%
ENB Enbridge Inc. 1.06% 72,603 $3.7M No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.04% 55,304 $3.6M Reduce -19.4%
TOL Toll Brothers Inc. 0.98% 24,474 $3.4M Add +0.3%
AVB Avalonbay Communities Inc. 0.96% 17,122 $3.3M Reduce -20.6%
TEM Tempus AI Inc. Class A 0.85% 36,441 $2.9M Reduce -21.5%
PSX Phillips 66 0.84% 21,473 $2.9M Add +1.1%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.83% 88,385 $2.9M Reduce -0.3%
STWD Starwood Property Trust Inc. 0.71% 126,035 $2.4M Reduce -0.5%
AFL Aflac Inc. 0.64% 19,880 $2.2M No change
IBIT iShares Bitcoin Trust ETF 0.64% 33,948 $2.2M Add +483.5%
VIS Vanguard Industrials ETF 0.63% 7,374 $2.2M Reduce -0.7%
NFLX Netflix Inc. 0.61% 1,760 $2.1M Add +7.8%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.61% 49,782 $2.1M Reduce -2.7%
LH Labcorp Holdings Inc. 0.57% 6,905 $2.0M Reduce -6.7%
ABNB Airbnb Inc. Class A 0.54% 15,343 $1.9M Reduce -22.4%
SYK Stryker Corp. 0.46% 4,319 $1.6M No change
IWF iShares Russell 1000 Growth 0.42% 3,134 $1.5M Reduce -1.9%
JNJ Johnson & Johnson 0.38% 7,159 $1.3M Add +0.1%
INDA iShares MSCI India ETF 0.36% 24,085 $1.3M Reduce -7.1%
GS Goldman Sachs Group Inc. 0.36% 1,562 $1.2M Add +0.3%
DGX Quest Diagnostics Inc. 0.33% 6,069 $1.2M No change
IYW iShares Ustechnology ETF 0.33% 9,834 $1.1M No change
HON Honeywell International Inc. 0.30% 4,956 $1.0M Add +4.8%
META Meta Platforms Inc. Class A 0.30% 1,393 $1.0M Add +59.9%
JPM JPMorgan Chase & Co. 0.25% 2,694 $850K Add +0.8%
EA Electronic Arts Inc. 0.24% 4,168 $841K No change
ORCL Oracle Corp. 0.24% 2,985 $839K Add +116.5%
BX Blackstone Inc. 0.22% 4,375 $747K Reduce -6.3%
AZN Astrazeneca PLC-Spons ADR 0.21% 9,491 $728K Reduce -20.9%
SHW The Sherwin-Williams Co. 0.21% 2,082 $721K No change
XOM Exxon Mobil Corp. 0.21% 6,334 $714K Add +2.0%
UBER Uber Technologies Inc. 0.20% 7,133 $699K Add +14.5%
PHG Koninklijke Philips NVR- NY 0.19% 24,503 $668K Reduce -0.9%
VGT Vanguard Info Tech ETF 0.19% 885 $661K No change
MSTR Strategy Inc. 0.18% 1,908 $615K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 884 $589K Reduce -20.2%
GBTC Grayscale Bitcoin Trust ETF 0.17% 6,373 $572K No change
CAVA Cava Group Inc. 0.16% 9,272 $560K Reduce -64.0%
SCHX Schwab US Large-Cap ETF 0.13% 17,424 $459K Add +0.2%
DKNG Draftkings Inc. Class A 0.13% 11,646 $436K Add +12.2%
PEP Pepsico Inc. 0.13% 3,086 $433K Add +0.7%
MA Mastercard Inc. Class A 0.12% 749 $426K New
VOO Vanguard S&P 500 ETF 0.12% 681 $417K New
XLF SS Financial Select Sector 0.12% 7,587 $409K No change
EPI Wisdomtree India Earnings 0.11% 8,855 $391K No change
LLY Eli Lilly & Co. 0.11% 495 $378K New
SHOP Shopify Inc. Class A 0.11% 2,515 $374K New
VWO Vanguard Ftse Emerging Marke 0.09% 5,846 $317K No change
SPOT Spotify Technology SA 0.09% 425 $297K New
MC Moelis & Co. Class A 0.08% 4,034 $288K No change
SIRI Sirius XM Holdings Inc. 0.08% 11,389 $265K Reduce -12.2%
IVV iShares Core S&P 500 ETF 0.08% 396 $265K No change
NOW ServiceNow Inc. 0.08% 285 $262K New
CSGP Costar Group Inc. 0.07% 2,963 $250K New
IMNN Imunon Inc. 0.07% 34,364 $248K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 4,686 $242K Add +4.2%
VCSH Vanguard S/T Corp. Bond ETF 0.07% 2,960 $237K No change
COIN Coinbase Global Inc. Class A 0.07% 678 $229K New
DHR Danaher Corp. 0.06% 1,051 $208K Add +1.0%
DVY iShares Select Dividend ETF 0.06% 1,455 $207K New
LAR Lithium Argentina AG 0.06% 60,786 $203K Reduce -44.3%
CIBR First Trust Nasdaq Cybersecu 0.06% 2,669 $203K No change
ACVA Acv Auctions Inc. Class A 0.05% 16,061 $159K No change
QMCO Quantum Corp. 0.03% 10,000 $99K New
INDI Indie Semiconductor Inc. Class A 0.02% 17,765 $72K New
CLRB Cellectar Biosciences Inc. 0.01% 10,384 $50K Reduce -1.1%
SERA Sera Prognostics Inc. Class A 0.01% 12,733 $39K No change
CHRS Coherus Oncology Inc. 0.01% 12,946 $21K New

Portfolio Sells Q2 2025 → Q3 2025
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −5.33
FSLR First Solar Inc. Sold out 0.00% −1.68
SG Sweetgreen Inc. Class A Sold out 0.00% −1.07
UPS United Parcel Service Class B Sold out 0.00% −0.97
SLB SLB Ltd. Sold out 0.00% −0.89
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.87
CAVA Cava Group Inc. Reduce -64.0% 0.16% −0.46
CRM Salesforce Inc. Sold out 0.00% −0.46
MTH Meritage Homes Corp. Sold out 0.00% −0.45
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -13.5% 4.61% −0.42
KMI Kinder Morgan Inc. Reduce -19.4% 1.50% −0.42
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −0.36
AVB Avalonbay Communities Inc. Reduce -20.6% 0.96% −0.30
SWK Stanley Black & Decker Inc. Sold out 0.00% −0.30
VMRK Vivmark Residential Reduce -19.4% 1.04% −0.29
ABNB Airbnb Inc. Class A Reduce -22.4% 0.54% −0.21
NKE Nike Inc. Class B Sold out 0.00% −0.15
AMZN Amazon.com Inc. Reduce -2.2% 7.19% −0.09
PSA Public Storage Reduce -4.6% 1.13% −0.06
INDA iShares MSCI India ETF Reduce -7.1% 0.36% −0.05
AZN Astrazeneca PLC-Spons ADR Reduce -20.9% 0.21% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -20.2% 0.17% −0.03
STWD Starwood Property Trust Inc. Reduce -0.5% 0.71% −0.02
SIRI Sirius XM Holdings Inc. Reduce -12.2% 0.08% −0.01
CLRB Cellectar Biosciences Inc. Reduce -1.1% 0.01% −0.01
LAR Lithium Argentina AG Reduce -44.3% 0.06% −0.01
IMNN Imunon Inc. Sold out 0.00% −0.00
FAASF Digiasia Corp. Sold out 0.00% −0.00
TEM Tempus AI Inc. Class A Reduce -21.5% 0.85% +0.01
VICI Vici Properties Inc. Reduce -0.3% 0.83% +0.01
GOOGL Alphabet Inc. Class A Reduce -27.7% 1.13% +0.01
BX Blackstone Inc. Reduce -6.3% 0.22% +0.02
LH Labcorp Holdings Inc. Reduce -6.7% 0.57% +0.02
PHG Koninklijke Philips NVR- NY Reduce -0.9% 0.19% +0.02
CGDV Cap Group Dividend Value Reduce -2.7% 0.61% +0.03
VIS Vanguard Industrials ETF Reduce -0.7% 0.63% +0.04
IWF iShares Russell 1000 Growth Reduce -1.9% 0.42% +0.04
IWD iShares Russell 1000 Value E Reduce -1.7% 1.37% +0.05
VTI VG Morningstar TS MKT ETF-US Reduce -2.1% 1.64% +0.10
PK Park Hotels & Resorts Inc. Reduce -0.6% 2.16% +0.17
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.6% 3.85% +0.24
BXP BXP Inc. Reduce -0.8% 2.86% +0.27
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.6% 7.57% +0.28
SPG Simon Property Group Inc. Reduce -2.6% 2.86% +0.37
AAPL Apple Inc. Reduce -0.3% 6.66% +1.33

Portfolio Buys Q2 2025 → Q3 2025
PCLG Polen Focus Growth ETF New 3.62% +3.62
MKL Markel Group Inc. New 2.40% +2.40
TSLA Tesla Inc. Add +2.9% 3.77% +1.18
IBIT iShares Bitcoin Trust ETF Add +483.5% 0.64% +0.54
MSFT Microsoft Corp. Add +8.8% 3.61% +0.45
MU Micron Technology Inc. Add +0.1% 1.33% +0.36
VUG Vanguard Mrngstar GR ETF-Sui Add +0.9% 2.80% +0.29
NVDA Nvidia Corp. Add +5.5% 1.24% +0.25
HD Home Depot Inc. Add +0.5% 1.93% +0.21
TOL Toll Brothers Inc. Add +0.3% 0.98% +0.18
CGXU Cap Group Intl Focus Add +0.6% 1.81% +0.18
ES Eversource Energy Add +0.1% 1.37% +0.16
ORCL Oracle Corp. Add +116.5% 0.24% +0.16
MA Mastercard Inc. Class A New 0.12% +0.12
VOO Vanguard S&P 500 ETF New 0.12% +0.12
PSX Phillips 66 Add +1.1% 0.84% +0.12
VIG Vanguard Dividend Apprec ETF Add +0.0% 1.89% +0.11
META Meta Platforms Inc. Class A Add +59.9% 0.30% +0.11
LLY Eli Lilly & Co. New 0.11% +0.11
SHOP Shopify Inc. Class A New 0.11% +0.11
WMT Walmart Inc. Add +0.1% 1.63% +0.10
SPOT Spotify Technology SA New 0.09% +0.09
V Visa Inc. Class A Add +10.7% 1.15% +0.08
NOW ServiceNow Inc. New 0.08% +0.08
CSGP Costar Group Inc. New 0.07% +0.07
IMNN Imunon Inc. New 0.07% +0.07
JNJ Johnson & Johnson Add +0.1% 0.38% +0.07
COIN Coinbase Global Inc. Class A New 0.07% +0.07
DVY iShares Select Dividend ETF New 0.06% +0.06
GS Goldman Sachs Group Inc. Add +0.3% 0.36% +0.04
UBER Uber Technologies Inc. Add +14.5% 0.20% +0.04
QMCO Quantum Corp. New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +0.8% 0.25% +0.02
INDI Indie Semiconductor Inc. Class A New 0.02% +0.02
XOM Exxon Mobil Corp. Add +2.0% 0.21% +0.01
SCHX Schwab US Large-Cap ETF Add +0.2% 0.13% +0.01
PEP Pepsico Inc. Add +0.7% 0.13% +0.01
BAC Bank of America Corp. Add +4.2% 0.07% +0.01
CHRS Coherus Oncology Inc. New 0.01% +0.01
DHR Danaher Corp. Add +1.0% 0.06% +0.00
DKNG Draftkings Inc. Class A Add +12.2% 0.13% −0.00
HON Honeywell International Inc. Add +4.8% 0.30% −0.01
NFLX Netflix Inc. Add +7.8% 0.61% −0.02
KO The Coca-Cola Co. Add +0.1% 1.09% −0.06
CARR Carrier Global Corp. Add +0.1% 2.42% −0.52

Notes & Other Activity Q2 2025 → Q3 2025
SKYAW Sharps Technology Inc. -27 *W EXP 04/13/202 Sold out 22,637 $677before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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