Riverview Capital Advisers, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Riverview Capital Advisers, LLC reported 91 stock positions worth $330.5 million. Its top holding was Amazon.com (AMZN) at 7.9% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 7.7%) and Apple (AAPL, 7.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 10, added to 20 and reduced 45. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +286%) and the biggest sale Carrier Global (CARR, shares −20%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001962933
Portfolio Value
$330.5M (Q4 2025)
SEC Filing
0001962933-26-000001 ↗ filed Feb 17, 2026

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 Q3 2025 Q4 2025: $330.5M $330.5M Q4 2025 Q1 2026: $299.7M Q1 2026 Q2 2026: $348.8M Q2 2026

Holdings 91 stocks · $330.5M
AMZN Amazon.com Inc. 7.90% 113,125 $26.1M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 7.66% 50,375 $25.3M Reduce -3.2%
AAPL Apple Inc. 7.33% 89,150 $24.2M Reduce -1.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 4.80% 54,636 $15.9M Add +0.6%
VB Vanguard Most SM-Cap ETF-Usd 4.05% 51,834 $13.4M Reduce -1.0%
TSLA Tesla Inc. 3.98% 29,285 $13.2M No change
PCLG Polen Focus Growth ETF 3.75% 500,775 $12.4M No change
MSFT Microsoft Corp. 3.44% 23,479 $11.4M Reduce -2.5%
VUG Vanguard Mrngstar GR ETF-Sui 2.93% 19,863 $9.7M Reduce -1.5%
SPG Simon Property Group Inc. 2.91% 51,999 $9.6M Reduce -1.3%
MKL Markel Group Inc. 2.72% 4,176 $9.0M Reduce -3.7%
BXP BXP Inc. 2.68% 131,462 $8.9M Reduce -1.4%
PK Park Hotels & Resorts Inc. 2.15% 677,878 $7.1M Add +0.8%
VIG Vanguard Dividend Apprec ETF 2.07% 31,084 $6.8M Add +2.7%
MU Micron Technology Inc. 2.03% 23,502 $6.7M Reduce -14.7%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 1.94% 216,664 $6.4M Add +2.8%
VTI VG Morningstar TS MKT ETF-US 1.81% 17,866 $6.0M Add +3.3%
WMT Walmart Inc. 1.80% 53,339 $5.9M Reduce -2.5%
CARR Carrier Global Corp. 1.79% 111,816 $5.9M Reduce -20.2%
URI United Rentals Inc. 1.75% 7,149 $5.8M Reduce -0.2%
R Ryder System Inc. 1.68% 29,009 $5.6M Reduce -0.2%
HD Home Depot Inc. 1.58% 15,219 $5.2M Reduce -7.5%
KMI Kinder Morgan Inc. 1.52% 182,262 $5.0M Reduce -0.6%
GOOGL Alphabet Inc. Class A 1.49% 15,688 $4.9M Reduce -2.2%
IWD iShares Russell 1000 Value E 1.42% 22,327 $4.7M Reduce -4.0%
ES Eversource Energy 1.34% 65,562 $4.4M Reduce -1.3%
NVDA Nvidia Corp. 1.29% 22,867 $4.3M Reduce -0.6%
V Visa Inc. Class A 1.10% 10,403 $3.6M Reduce -10.4%
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 1.05% 54,995 $3.5M Reduce -0.6%
ENB Enbridge Inc. 1.04% 72,115 $3.4M Reduce -0.7%
TOL Toll Brothers Inc. 0.99% 24,217 $3.3M Reduce -1.1%
PSA Public Storage 0.96% 12,206 $3.2M Reduce -9.9%
AVB Avalonbay Communities Inc. 0.92% 16,719 $3.0M Reduce -2.4%
PSX Phillips 66 0.83% 21,282 $2.7M Reduce -0.9%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.79% 93,419 $2.6M Add +5.7%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.72% 54,813 $2.4M Add +10.1%
AFL Aflac Inc. 0.66% 19,880 $2.2M No change
TEM Tempus AI Inc. Class A 0.65% 36,441 $2.2M No change
ABNB Airbnb Inc. Class A 0.60% 14,527 $2.0M Reduce -5.3%
STWD Starwood Property Trust Inc. 0.59% 109,007 $2.0M Reduce -13.5%
VIS Vanguard Industrials ETF 0.56% 6,178 $1.8M Reduce -16.2%
LH Labcorp Holdings Inc. 0.52% 6,905 $1.7M No change
KO The Coca-Cola Co. 0.48% 22,551 $1.6M Reduce -60.4%
NFLX Netflix Inc. 0.47% 16,680 $1.6M Reduce -5.2%
IWF iShares Russell 1000 Growth 0.45% 3,151 $1.5M Add +0.5%
JNJ Johnson & Johnson 0.45% 7,171 $1.5M Add +0.2%
INDA iShares MSCI India ETF 0.43% 26,115 $1.4M Add +8.4%
GS Goldman Sachs Group Inc. 0.39% 1,474 $1.3M Reduce -5.6%
IYW iShares Ustechnology ETF 0.34% 9,834 $1.1M No change
VCSH Vanguard S/T Corp. Bond ETF 0.28% 11,417 $910K Add +285.7%
META Meta Platforms Inc. Class A 0.28% 1,377 $909K Reduce -1.1%
JPM JPMorgan Chase & Co. 0.26% 2,699 $870K Add +0.2%
XOM Exxon Mobil Corp. 0.23% 6,334 $762K No change
BX Blackstone Inc. 0.20% 4,355 $671K Reduce -0.5%
VGT Vanguard Info Tech ETF 0.20% 885 $667K No change
PHG Koninklijke Philips NVR- NY 0.20% 24,503 $664K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 952 $649K Add +7.7%
SIRI Sirius XM Holdings Inc. 0.18% 29,389 $588K Add +158.1%
UBER Uber Technologies Inc. 0.18% 7,098 $580K Reduce -0.5%
ORCL Oracle Corp. 0.17% 2,933 $572K Reduce -1.7%
LLY Eli Lilly & Co. 0.17% 509 $547K Add +2.8%
CAVA Cava Group Inc. 0.16% 9,272 $544K No change
SYK Stryker Corp. 0.15% 1,370 $482K Reduce -68.3%
SCHX Schwab US Large-Cap ETF 0.14% 17,470 $470K Add +0.3%
VOO Vanguard S&P 500 ETF 0.14% 712 $447K Add +4.5%
PEP Pepsico Inc. 0.13% 3,081 $442K Reduce -0.2%
GBTC Grayscale Bitcoin Trust ETF 0.13% 6,373 $436K No change
MA Mastercard Inc. Class A 0.13% 737 $421K Reduce -1.6%
DKNG Draftkings Inc. Class A 0.13% 12,083 $416K Add +3.8%
XLF SS Financial Select Sector 0.13% 7,587 $416K No change
EPI Wisdomtree India Earnings 0.12% 8,855 $410K No change
SHOP Shopify Inc. Class A 0.11% 2,288 $368K Reduce -9.0%
LAR Lithium Argentina AG 0.10% 60,786 $339K No change
VWO Vanguard Ftse Emerging Marke 0.10% 5,846 $314K No change
IBIT iShares Bitcoin Trust ETF 0.09% 6,165 $306K Reduce -81.8%
MSTR Strategy Inc. 0.09% 1,908 $290K No change
NOW ServiceNow Inc. 0.08% 1,795 $275K Add +26.0%
IVV iShares Core S&P 500 ETF 0.08% 396 $271K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 4,586 $252K Reduce -2.1%
IMNN Imunon Inc. 0.07% 34,364 $248K No change
SPOT Spotify Technology SA 0.07% 425 $247K No change
DHR Danaher Corp. 0.07% 1,051 $241K No change
ACN Accenture PLC Class A 0.07% 811 $218K New
CSGP Costar Group Inc. 0.06% 3,063 $206K Add +3.4%
DVY iShares Select Dividend ETF 0.06% 1,455 $205K No change
SG Sweetgreen Inc. Class A 0.05% 23,200 $157K New
ACVA Acv Auctions Inc. Class A 0.04% 16,061 $129K No change
ETF OPPORTUNITIES TRUST 0.03% 10,000 $83K New
INDI Indie Semiconductor Inc. Class A 0.02% 16,346 $58K Reduce -8.0%
CLRB Cellectar Biosciences Inc. 0.02% 10,384 $50K No change
SERA Sera Prognostics Inc. Class A 0.01% 12,669 $37K Reduce -0.5%

Portfolio Sells Q3 2025 → Q4 2025
CARR Carrier Global Corp. Reduce -20.2% 1.79% −0.63
KO The Coca-Cola Co. Reduce -60.4% 0.48% −0.61
IBIT iShares Bitcoin Trust ETF Reduce -81.8% 0.09% −0.55
HD Home Depot Inc. Reduce -7.5% 1.58% −0.34
DGX Quest Diagnostics Inc. Sold out 0.00% −0.33
SYK Stryker Corp. Reduce -68.3% 0.15% −0.32
HON Honeywell International Inc. Sold out 0.00% −0.30
EA Electronic Arts Inc. Sold out 0.00% −0.24
URI United Rentals Inc. Reduce -0.2% 1.75% −0.23
AZN Astrazeneca PLC-Spons ADR Sold out 0.00% −0.21
SHW The Sherwin-Williams Co. Sold out 0.00% −0.21
BXP BXP Inc. Reduce -1.4% 2.68% −0.18
PSA Public Storage Reduce -9.9% 0.96% −0.17
MSFT Microsoft Corp. Reduce -2.5% 3.44% −0.17
NFLX Netflix Inc. Reduce -5.2% 0.47% −0.14
STWD Starwood Property Trust Inc. Reduce -13.5% 0.59% −0.11
MC Moelis & Co. Class A Sold out 0.00% −0.08
VIS Vanguard Industrials ETF Reduce -16.2% 0.56% −0.07
ORCL Oracle Corp. Reduce -1.7% 0.17% −0.07
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.07
CIBR First Trust Nasdaq Cybersecu Sold out 0.00% −0.06
V Visa Inc. Class A Reduce -10.4% 1.10% −0.04
AVB Avalonbay Communities Inc. Reduce -2.4% 0.92% −0.04
ES Eversource Energy Reduce -1.3% 1.34% −0.03
QMCO Quantum Corp. Sold out 0.00% −0.03
UBER Uber Technologies Inc. Reduce -0.5% 0.18% −0.03
META Meta Platforms Inc. Class A Reduce -1.1% 0.28% −0.02
ENB Enbridge Inc. Reduce -0.7% 1.04% −0.02
PSX Phillips 66 Reduce -0.9% 0.83% −0.01
BX Blackstone Inc. Reduce -0.5% 0.20% −0.01
CHRS Coherus Oncology Inc. Sold out 0.00% −0.01
INDI Indie Semiconductor Inc. Class A Reduce -8.0% 0.02% −0.00
SERA Sera Prognostics Inc. Class A Reduce -0.5% 0.01% 0.00
SHOP Shopify Inc. Class A Reduce -9.0% 0.11% +0.00
MA Mastercard Inc. Class A Reduce -1.6% 0.13% +0.00
BAC Bank of America Corp. Reduce -2.1% 0.08% +0.01
PEP Pepsico Inc. Reduce -0.2% 0.13% +0.01
TOL Toll Brothers Inc. Reduce -1.1% 0.99% +0.01
VMRK Vivmark Residential Reduce -0.6% 1.05% +0.01
KMI Kinder Morgan Inc. Reduce -0.6% 1.52% +0.02
GS Goldman Sachs Group Inc. Reduce -5.6% 0.39% +0.03
NVDA Nvidia Corp. Reduce -0.6% 1.29% +0.05
IWD iShares Russell 1000 Value E Reduce -4.0% 1.42% +0.05
SPG Simon Property Group Inc. Reduce -1.3% 2.91% +0.05
ABNB Airbnb Inc. Class A Reduce -5.3% 0.60% +0.06
R Ryder System Inc. Reduce -0.2% 1.68% +0.09
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.2% 7.66% +0.10
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.5% 2.93% +0.14
WMT Walmart Inc. Reduce -2.5% 1.80% +0.17
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.0% 4.05% +0.20

Portfolio Buys Q3 2025 → Q4 2025
VCSH Vanguard S/T Corp. Bond ETF Add +285.7% 0.28% +0.21
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.6% 4.80% +0.18
VIG Vanguard Dividend Apprec ETF Add +2.7% 2.07% +0.18
VTI VG Morningstar TS MKT ETF-US Add +3.3% 1.81% +0.17
CGXU Cap Group Intl Focus Add +2.8% 1.94% +0.13
CGDV Cap Group Dividend Value Add +10.1% 0.72% +0.12
SIRI Sirius XM Holdings Inc. Add +158.1% 0.18% +0.10
ACN Accenture PLC Class A New 0.07% +0.07
JNJ Johnson & Johnson Add +0.2% 0.45% +0.07
INDA iShares MSCI India ETF Add +8.4% 0.43% +0.06
LLY Eli Lilly & Co. Add +2.8% 0.17% +0.06
SG Sweetgreen Inc. Class A New 0.05% +0.05
IWF iShares Russell 1000 Growth Add +0.5% 0.45% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +7.7% 0.20% +0.03
ETF OPPORTUNITIES TRUST New 0.03% +0.03
JPM JPMorgan Chase & Co. Add +0.2% 0.26% +0.02
VOO Vanguard S&P 500 ETF Add +4.5% 0.14% +0.01
SCHX Schwab US Large-Cap ETF Add +0.3% 0.14% +0.01
NOW ServiceNow Inc. Add +26.0% 0.08% +0.01
DKNG Draftkings Inc. Class A Add +3.8% 0.13% 0.00
CSGP Costar Group Inc. Add +3.4% 0.06% −0.01
PK Park Hotels & Resorts Inc. Add +0.8% 2.15% −0.01
VICI Vici Properties Inc. Add +5.7% 0.79% −0.04

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