Riverview Capital Advisers, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Riverview Capital Advisers, LLC reported 86 stock positions worth $299.7 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.1% of the portfolio, followed by Amazon.com (AMZN, 7.9%) and Apple (AAPL, 7.2%). Compared with Q4 2025, it opened 5 new positions, sold out of 10, added to 38 and reduced 25. The biggest buy was a new position in Salesforce (CRM) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001962933
- Portfolio Value
- $299.7M (Q1 2026)
- SEC Filing
- 0001962933-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 86 stocks · $299.7M
| BRK.B Berkshire Hathaway Inc. Class B | 8.11% | 50,712 | $24.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 7.87% | 113,232 | $23.6M | Add +0.1% |
| AAPL Apple Inc. | 7.24% | 85,442 | $21.7M | Reduce -4.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 5.47% | 57,029 | $16.4M | Add +4.4% |
| TSLA Tesla Inc. | 3.63% | 29,285 | $10.9M | No change |
| PCLG Polen Focus Growth ETF | 3.42% | 500,775 | $10.2M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.16% | 21,708 | $9.5M | Add +9.3% |
| MSFT Microsoft Corp. | 2.89% | 23,429 | $8.7M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 2.68% | 37,366 | $8.0M | Add +20.2% |
| MKL Markel Group Inc. | 2.68% | 4,196 | $8.0M | Add +0.5% |
| CRM Salesforce Inc. | 2.62% | 42,067 | $7.9M | New |
| MU Micron Technology Inc. | 2.61% | 23,152 | $7.8M | Reduce -1.5% |
| PK Park Hotels & Resorts Inc. | 2.34% | 665,678 | $7.0M | Reduce -1.8% |
| WMT Walmart Inc. | 2.28% | 55,009 | $6.8M | Add +3.1% |
| BXP BXP Inc. | 2.25% | 130,098 | $6.8M | Reduce -1.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.24% | 158,014 | $6.7M | Add +188.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 2.22% | 225,619 | $6.7M | Add +4.1% |
| CARR Carrier Global Corp. | 2.05% | 109,132 | $6.1M | Reduce -2.4% |
| KMI Kinder Morgan Inc. | 2.05% | 183,159 | $6.1M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 2.01% | 18,796 | $6.0M | Add +5.2% |
| R Ryder System Inc. | 2.00% | 29,228 | $6.0M | Add +0.8% |
| SPG Simon Property Group Inc. | 1.84% | 29,525 | $5.5M | Reduce -43.2% |
| URI United Rentals Inc. | 1.71% | 7,024 | $5.1M | Reduce -1.8% |
| HD Home Depot Inc. | 1.66% | 15,128 | $5.0M | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 1.60% | 22,394 | $4.8M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 1.57% | 16,329 | $4.7M | Add +4.1% |
| ES Eversource Energy | 1.51% | 65,277 | $4.5M | Reduce -0.4% |
| NOW ServiceNow Inc. | 1.35% | 38,559 | $4.0M | Add +2048.1% |
| NVDA Nvidia Corp. | 1.33% | 22,857 | $4.0M | Reduce -0.0% |
| ENB Enbridge Inc. | 1.28% | 70,791 | $3.8M | Reduce -1.8% |
| V Visa Inc. Class A | 1.09% | 10,776 | $3.3M | Add +3.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.05% | 39,844 | $3.2M | Add +249.0% |
| AFL Aflac Inc. | 0.73% | 19,987 | $2.2M | Add +0.5% |
| OTIS Otis Worldwide Corp. | 0.66% | 25,679 | $2.0M | New |
| LH Labcorp Holdings Inc. | 0.62% | 6,922 | $1.8M | Add +0.3% |
| KO The Coca-Cola Co. | 0.57% | 22,377 | $1.7M | Reduce -0.8% |
| STWD Starwood Property Trust Inc. | 0.56% | 98,021 | $1.7M | Reduce -10.1% |
| TEM Tempus AI Inc. Class A | 0.55% | 36,441 | $1.6M | No change |
| NFLX Netflix Inc. | 0.54% | 16,720 | $1.6M | Add +0.2% |
| AVB Avalonbay Communities Inc. | 0.50% | 9,234 | $1.5M | Reduce -44.8% |
| INDA iShares MSCI India ETF | 0.46% | 29,115 | $1.4M | Add +11.5% |
| IWF iShares Russell 1000 Growth | 0.45% | 3,128 | $1.3M | Reduce -0.7% |
| GS Goldman Sachs Group Inc. | 0.42% | 1,482 | $1.3M | Add +0.5% |
| IYW iShares Ustechnology ETF | 0.38% | 9,834 | $1.1M | No change |
| XOM Exxon Mobil Corp. | 0.36% | 6,365 | $1.1M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.29% | 1,507 | $862K | Add +9.4% |
| JPM JPMorgan Chase & Co. | 0.26% | 2,697 | $793K | Reduce -0.1% |
| CAVA Cava Group Inc. | 0.25% | 9,272 | $750K | No change |
| SIRI Sirius XM Holdings Inc. | 0.24% | 31,752 | $733K | Add +8.0% |
| JNJ Johnson & Johnson | 0.24% | 2,950 | $721K | Reduce -58.9% |
| PHG Koninklijke Philips NVR- NY | 0.22% | 24,503 | $671K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 989 | $643K | Add +3.9% |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 16,165 | $621K | Add +162.2% |
| VGT Vanguard Info Tech ETF | 0.21% | 886 | $618K | Add +0.1% |
| VIS Vanguard Industrials ETF | 0.18% | 1,734 | $541K | Reduce -71.9% |
| BX Blackstone Inc. | 0.16% | 4,291 | $493K | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.16% | 509 | $468K | No change |
| PEP Pepsico Inc. | 0.16% | 3,005 | $467K | Reduce -2.5% |
| SYK Stryker Corp. | 0.15% | 1,373 | $451K | Add +0.2% |
| ORCL Oracle Corp. | 0.15% | 2,972 | $437K | Add +1.3% |
| IJR iShares Core S&P Small-Cap E | 0.15% | 3,510 | $436K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.14% | 1,652 | $433K | Reduce -96.8% |
| VOO Vanguard S&P 500 ETF | 0.14% | 714 | $427K | Add +0.3% |
| LAR Lithium Argentina AG | 0.14% | 60,786 | $406K | No change |
| SCHX Schwab US Large-Cap ETF | 0.13% | 15,415 | $395K | Reduce -11.8% |
| XLF SS Financial Select Sector | 0.13% | 7,607 | $376K | Add +0.3% |
| MA Mastercard Inc. Class A | 0.12% | 744 | $372K | Add +0.9% |
| EPI Wisdomtree India Earnings | 0.12% | 8,855 | $361K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.11% | 6,373 | $336K | No change |
| BA The Boeing Co. | 0.11% | 1,678 | $334K | New |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 5,846 | $316K | No change |
| SHOP Shopify Inc. Class A | 0.10% | 2,623 | $311K | Add +14.6% |
| IVV iShares Core S&P 500 ETF | 0.09% | 397 | $259K | Add +0.3% |
| IMNN Imunon Inc. | 0.08% | 34,364 | $248K | No change |
| CSGP Costar Group Inc. | 0.08% | 5,972 | $241K | Add +95.0% |
| MSTR Strategy Inc. | 0.08% | 1,908 | $238K | No change |
| DVY iShares Select Dividend ETF | 0.08% | 1,526 | $231K | Add +4.9% |
| DKNG Draftkings Inc. Class A | 0.07% | 10,378 | $224K | Reduce -14.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 4,424 | $216K | Reduce -3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 867 | $210K | New |
| SPOT Spotify Technology SA | 0.07% | 425 | $206K | No change |
| SG Sweetgreen Inc. Class A | 0.06% | 34,200 | $177K | Add +47.4% |
| ACVA Acv Auctions Inc. Class A | 0.02% | 16,061 | $68K | No change |
| INDI Indie Semiconductor Inc. Class A | 0.02% | 16,346 | $53K | No change |
| CLRB Cellectar Biosciences Inc. | 0.02% | 10,384 | $50K | No change |
| SERA Sera Prognostics Inc. Class A | 0.01% | 12,669 | $26K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -96.8% | 0.14% | −3.90 |
| SPG Simon Property Group Inc. | Reduce -43.2% | 1.84% | −1.07 |
| VMRK Vivmark Residential | Sold out | 0.00% | −1.05 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.99 |
| PSA Public Storage | Sold out | 0.00% | −0.96 |
| PSX Phillips 66 | Sold out | 0.00% | −0.83 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −0.79 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.60 |
| MSFT Microsoft Corp. | Reduce -0.2% | 2.89% | −0.54 |
| BXP BXP Inc. | Reduce -1.0% | 2.25% | −0.43 |
| AVB Avalonbay Communities Inc. | Reduce -44.8% | 0.50% | −0.41 |
| VIS Vanguard Industrials ETF | Reduce -71.9% | 0.18% | −0.38 |
| JNJ Johnson & Johnson | Reduce -58.9% | 0.24% | −0.21 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.18 |
| AAPL Apple Inc. | Reduce -4.2% | 7.24% | −0.10 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.07 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.07 |
| DKNG Draftkings Inc. Class A | Reduce -14.1% | 0.07% | −0.05 |
| URI United Rentals Inc. | Reduce -1.8% | 1.71% | −0.04 |
| BX Blackstone Inc. | Reduce -1.5% | 0.16% | −0.04 |
| STWD Starwood Property Trust Inc. | Reduce -10.1% | 0.56% | −0.03 |
| ETF OPPORTUNITIES TRUST | Sold out | 0.00% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -11.8% | 0.13% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.7% | 0.45% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.5% | 0.07% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.26% | +0.00 |
| PEP Pepsico Inc. | Reduce -2.5% | 0.16% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.0% | 1.33% | +0.04 |
| HD Home Depot Inc. | Reduce -0.6% | 1.66% | +0.08 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.57% | +0.09 |
| ES Eversource Energy | Reduce -0.4% | 1.51% | +0.17 |
| PK Park Hotels & Resorts Inc. | Reduce -1.8% | 2.34% | +0.19 |
| ENB Enbridge Inc. | Reduce -1.8% | 1.28% | +0.24 |
| CARR Carrier Global Corp. | Reduce -2.4% | 2.05% | +0.26 |
| MU Micron Technology Inc. | Reduce -1.5% | 2.61% | +0.58 |
Portfolio Buys Q4 2025 → Q1 2026
| CRM Salesforce Inc. | New | 2.62% | +2.62 |
| CGDV Cap Group Dividend Value | Add +188.3% | 2.24% | +1.52 |
| NOW ServiceNow Inc. | Add +2048.1% | 1.35% | +1.26 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +249.0% | 1.05% | +0.78 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.4% | 5.47% | +0.67 |
| OTIS Otis Worldwide Corp. | New | 0.66% | +0.66 |
| VIG Vanguard Dividend Apprec ETF | Add +20.2% | 2.68% | +0.61 |
| KMI Kinder Morgan Inc. | Add +0.5% | 2.05% | +0.53 |
| WMT Walmart Inc. | Add +3.1% | 2.28% | +0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 8.11% | +0.45 |
| R Ryder System Inc. | Add +0.8% | 2.00% | +0.32 |
| CGXU Cap Group Intl Focus | Add +4.1% | 2.22% | +0.28 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.3% | 3.16% | +0.23 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.2% | 2.01% | +0.20 |
| IWD iShares Russell 1000 Value E | Add +0.3% | 1.60% | +0.18 |
| IJR iShares Core S&P Small-Cap E | New | 0.15% | +0.15 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.36% | +0.13 |
| IBIT iShares Bitcoin Trust ETF | Add +162.2% | 0.21% | +0.11 |
| BA The Boeing Co. | New | 0.11% | +0.11 |
| LH Labcorp Holdings Inc. | Add +0.3% | 0.62% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +4.1% | 1.57% | +0.08 |
| IBM Intl Business Machines Corp. | New | 0.07% | +0.07 |
| AFL Aflac Inc. | Add +0.5% | 0.73% | +0.07 |
| SIRI Sirius XM Holdings Inc. | Add +8.0% | 0.24% | +0.07 |
| NFLX Netflix Inc. | Add +0.2% | 0.54% | +0.06 |
| INDA iShares MSCI India ETF | Add +11.5% | 0.46% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 0.42% | +0.03 |
| CSGP Costar Group Inc. | Add +95.0% | 0.08% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.9% | 0.21% | +0.02 |
| DVY iShares Select Dividend ETF | Add +4.9% | 0.08% | +0.01 |
| META Meta Platforms Inc. Class A | Add +9.4% | 0.29% | +0.01 |
| SG Sweetgreen Inc. Class A | Add +47.4% | 0.06% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.3% | 0.14% | +0.01 |
| SYK Stryker Corp. | Add +0.2% | 0.15% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 0.09% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +0.1% | 0.21% | +0.00 |
| XLF SS Financial Select Sector | Add +0.3% | 0.13% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.9% | 0.12% | −0.00 |
| SHOP Shopify Inc. Class A | Add +14.6% | 0.10% | −0.01 |
| V Visa Inc. Class A | Add +3.6% | 1.09% | −0.02 |
| ORCL Oracle Corp. | Add +1.3% | 0.15% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.1% | 7.87% | −0.03 |
| MKL Markel Group Inc. | Add +0.5% | 2.68% | −0.04 |
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 |