Riverview Trust Co

Name: Riverview Trust Co 13F holdings, Q2 2025
Creator: Riverview Trust Co
Published: 2025-07-21

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 21, 2025), Riverview Trust Co reported 222 stock positions worth $79.9 million. Its top holding was Fidelity System Muni BND ETF (FMUN) at 23.6% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 16.2%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 6.3%). Compared with Q1 2025, it opened 9 new positions, sold out of 379, added to 3 and reduced 132. The biggest buy was a new position in Fidelity System Muni BND ETF (FMUN) and the biggest sale Apple (AAPL, shares −84%).

Most Recent 13F: Q2 2026
Location: VANCOUVER, WA
CIK: 0001593600
Portfolio Value: $79.9M (Q2 2025)
SEC Filing: 0001593600-25-000003 ↗ filed Jul 21, 2025

Holdings Value

Holdings 222 stocks · $79.9M


FMUN Fidelity System Muni BND ETF	23.57%	387,421	$18.8M	New
IEFA iShares Core MSCI Eafe ETF	16.17%	154,809	$12.9M	Reduce -0.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	6.30%	17,649	$5.0M	No change
VEA Vanguard Ftse Developed ETF	3.45%	48,354	$2.8M	No change
AGG iShares Core U.S. Aggregate	3.20%	25,819	$2.6M	No change
MSFT Microsoft Corp.	2.91%	4,677	$2.3M	Reduce -54.3%
VOO Vanguard S&P 500 ETF	1.95%	2,740	$1.6M	No change
VTI VG Morningstar TS MKT ETF-US	1.80%	4,743	$1.4M	No change
KLAC KLA Corp.	1.67%	1,490	$1.3M	Reduce -12.2%
AVGO Broadcom Inc.	1.51%	4,370	$1.2M	Reduce -44.6%
JPM JPMorgan Chase & Co.	1.43%	3,936	$1.1M	Reduce -49.9%
DE Deere & Co.	1.27%	1,997	$1.0M	Reduce -15.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd	1.26%	3,592	$1.0M	No change
VB Vanguard Most SM-Cap ETF-Usd	1.21%	4,097	$971K	No change
COST Costco Wholesale Corp.	0.99%	798	$790K	Reduce -20.0%
VTEB Vanguard Tax-Exempt Bond ETF	0.95%	15,525	$761K	No change
AAPL Apple Inc.	0.94%	3,662	$751K	Reduce -84.4%
BRK.A Berkshire Hathaway Inc. Class A	0.91%	1	$729K	No change
LOW Lowe's Cos Inc.	0.83%	3,005	$667K	Reduce -20.8%
BLK BlackRock Inc.	0.78%	597	$626K	Reduce -8.3%
ABBV Abbvie Inc.	0.74%	3,193	$593K	Reduce -48.5%
STX Seagate Technology Holdings	0.69%	3,829	$553K	No change
ITW Illinois Tool Works	0.65%	2,115	$523K	Reduce -20.5%
IDEV iShares Core MSCI Dev MKTS	0.62%	6,543	$498K	No change
PAYX Paychex Inc.	0.60%	3,279	$477K	Reduce -3.8%
IVV iShares Core S&P 500 ETF	0.59%	765	$475K	Reduce -2.5%
COF Capital One Financial Corp.	0.59%	2,230	$474K	Reduce -12.1%
PEG Public Service Enterprise GP	0.58%	5,515	$464K	No change
ABT Abbott Laboratories	0.55%	3,251	$442K	Reduce -64.3%
JNJ Johnson & Johnson	0.55%	2,894	$442K	Reduce -42.8%
PG The Procter & Gamble Co.	0.54%	2,719	$433K	Reduce -21.9%
META Meta Platforms Inc. Class A	0.54%	584	$431K	Reduce -77.9%
VXUS Vanguard Total Intl Stock	0.54%	6,215	$429K	No change
VFMO Vanguard US Momentum Factor	0.53%	2,456	$424K	No change
MCD McDonald's Corp.	0.44%	1,206	$352K	Reduce -29.8%
CSCO Cisco Systems Inc.	0.44%	5,041	$350K	Reduce -45.3%
RY Royal Bank of Canada	0.43%	2,614	$344K	Reduce -1.5%
PEP Pepsico Inc.	0.40%	2,418	$319K	Reduce -5.9%
NVDA Nvidia Corp.	0.38%	1,940	$307K	Reduce -88.8%
AMZN Amazon.com Inc.	0.38%	1,392	$305K	Reduce -83.8%
LMT Lockheed Martin Corp.	0.38%	653	$302K	Reduce -26.8%
IWR iShares Russell Mid-Cap ETF	0.37%	3,180	$292K	No change
QCOM Qualcomm Inc.	0.34%	1,702	$271K	Reduce -25.6%
BRK.B Berkshire Hathaway Inc. Class B	0.34%	554	$269K	Reduce -67.1%
ORCL Oracle Corp.	0.30%	1,082	$237K	Reduce -21.0%
T AT&T Inc.	0.29%	8,146	$236K	Reduce -35.0%
UL Unilever PLC	0.29%	3,849	$235K	No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.29%	790	$233K	Reduce -56.1%
GOOG Alphabet Inc. Class C	0.28%	1,256	$223K	Reduce -83.8%
USB US Bancorp	0.27%	4,836	$219K	Reduce -15.2%
CVX Chevron Corp.	0.27%	1,519	$218K	Reduce -16.2%
COP Conocophillips	0.27%	2,405	$216K	Reduce -38.4%
SYY Sysco Corp.	0.24%	2,543	$193K	Add +169.7%
DLR Digital Realty Trust Inc.	0.24%	1,096	$191K	Reduce -34.2%
IEMG iShares Core MSCI Emerging	0.24%	3,165	$190K	No change
GS Goldman Sachs Group Inc.	0.24%	268	$190K	Reduce -59.1%
SHEL Shell PLC-ADR	0.23%	2,629	$185K	No change
MRK Merck & Co. Inc.	0.22%	2,225	$176K	Reduce -79.1%
GVA Granite Construction Inc.	0.22%	1,879	$176K	No change
CAH Cardinal Health Inc.	0.22%	1,037	$174K	Add +16.9%
BDX Becton Dickinson and Co.	0.22%	1,004	$173K	Reduce -13.8%
GE General Electric filed as GE AEROSPACE	0.21%	664	$171K	Reduce -30.5%
MMM 3M Co.	0.21%	1,113	$169K	Reduce -31.9%
WMB Williams Cos Inc.	0.20%	2,582	$162K	Reduce -13.7%
RTX RTX Corp.	0.20%	1,097	$160K	Reduce -47.4%
AMGN Amgen Inc.	0.20%	572	$160K	Reduce -43.1%
DVY iShares Select Dividend ETF	0.20%	1,196	$159K	No change
GOOGL Alphabet Inc. Class A	0.20%	900	$159K	Reduce -86.3%
BMY Bristol-Myers Squibb Co.	0.19%	3,338	$155K	Reduce -13.0%
FMX Fomento Economico Mex-SP ADR	0.18%	1,434	$148K	No change
AMP Ameriprise Financial Inc.	0.18%	276	$147K	Reduce -29.2%
ACGL Arch Capital Group Ltd.	0.18%	1,597	$145K	Reduce -14.4%
INTC Intel Corp.	0.18%	6,256	$140K	Reduce -69.8%
DTE DTE Energy Company	0.17%	1,053	$139K	No change
EQT Eqt Corp.	0.17%	2,391	$139K	Reduce -13.5%
SCHW Schwab (charles) Corp.	0.17%	1,524	$139K	Reduce -40.4%
HON Honeywell International Inc.	0.17%	590	$137K	Reduce -22.8%
XEL Xcel Energy Inc.	0.17%	1,988	$135K	Reduce -14.8%
ALL Allstate Corp.	0.16%	650	$131K	Reduce -19.1%
NAC Nuveen Ca QLTY Muni Inc.	0.15%	10,612	$119K	No change
TFC Truist Financial Corp.	0.15%	2,712	$117K	No change
NEE Nextera Energy Inc.	0.13%	1,554	$108K	Reduce -40.1%
TTE Totalenergies SE -Spon ADR	0.13%	1,750	$107K	No change
VZ Verizon Communications Inc.	0.13%	2,367	$102K	Reduce -52.0%
RIO Rio Tinto PLC-Spon ADR	0.13%	1,728	$101K	No change
PFE Pfizer Inc.	0.12%	4,119	$100K	Reduce -74.9%
EA Electronic Arts Inc.	0.12%	624	$100K	No change
SPSB SS SPDR P St C Corp. ETF	0.12%	3,280	$99K	New
CTRA Coterra Energy Inc.	0.12%	3,901	$99K	Reduce -14.1%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.12%	1,200	$98K	New
PNC PNC Financial Services Group	0.12%	516	$96K	Reduce -49.3%
SU Suncor Energy Inc.	0.12%	2,539	$95K	No change
MSI Motorola Solutions Inc.	0.12%	226	$95K	Reduce -49.2%
CMCSA Comcast Corp. Class A	0.12%	2,590	$92K	Reduce -62.9%
HPQ HP Inc.	0.11%	3,715	$91K	Reduce -17.5%
PSX Phillips 66	0.11%	761	$91K	Reduce -32.0%
GEV GE Vernova Inc.	0.11%	166	$88K	Reduce -30.3%
MRSH Marsh & McLennan Cos	0.11%	400	$87K	Reduce -64.0%
LHX L3HARRIS Technologies Inc.	0.11%	340	$85K	Reduce -34.2%
STT State Street Corp.	0.11%	793	$84K	Reduce -33.8%

Show all 222 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $407K (not counted above)

Security	Class	Shares / Principal	Value	Change
BANK OF AMERICA CORP (BAC 7.25 PERP L)	7.25%CNV PFD L	174	$211K	No change
WELLS FARGO & COMPANY (WFC 7.5 PERP L)	PERP PFD CNV A	167	$196K	No change

Total filed on the 13F, all lines: $80.3M.

Portfolio Sells Q1 2025 → Q2 2025


AAPL Apple Inc.	Reduce -84.4%	0.94%	−4.22
NVDA Nvidia Corp.	Reduce -88.8%	0.38%	−1.48
AMZN Amazon.com Inc.	Reduce -83.8%	0.38%	−1.24
VNQ Vanguard Real Estate ETF	Sold out	0.00%	−1.09
META Meta Platforms Inc. Class A	Reduce -77.9%	0.54%	−0.97
GOOG Alphabet Inc. Class C	Reduce -83.8%	0.28%	−0.92
MSFT Microsoft Corp.	Reduce -54.3%	2.91%	−0.90
GOOGL Alphabet Inc. Class A	Reduce -86.3%	0.20%	−0.81
MRK Merck & Co. Inc.	Reduce -79.1%	0.22%	−0.73
ABT Abbott Laboratories	Reduce -64.3%	0.55%	−0.65
V Visa Inc. Class A	Reduce -90.8%	0.07%	−0.56
BRK.B Berkshire Hathaway Inc. Class B	Reduce -67.1%	0.34%	−0.55
ABBV Abbvie Inc.	Reduce -48.5%	0.74%	−0.55
LLY Eli Lilly & Co.	Sold out	0.00%	−0.51
JPM JPMorgan Chase & Co.	Reduce -49.9%	1.43%	−0.48
TSLA Tesla Inc.	Reduce -97.2%	0.02%	−0.44
MNST Monster Beverage Corp.	Sold out	0.00%	−0.41
UNH Unitedhealth Group Inc.	Reduce -85.7%	0.05%	−0.41
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.40
MA Mastercard Inc. Class A	Reduce -93.4%	0.04%	−0.38
WMT Walmart Inc.	Reduce -83.4%	0.10%	−0.32
INTC Intel Corp.	Reduce -69.8%	0.18%	−0.29
PFE Pfizer Inc.	Reduce -74.9%	0.12%	−0.29
JNJ Johnson & Johnson	Reduce -42.8%	0.55%	−0.28
HD Home Depot Inc.	Reduce -91.3%	0.03%	−0.28
NVS Novartis AG-Sponsored ADR	Sold out	0.00%	−0.25
LIN Linde PLC	Sold out	0.00%	−0.23
NFLX Netflix Inc.	Reduce -83.0%	0.10%	−0.23
BSX Boston Scientific Corp.	Sold out	0.00%	−0.22
ISRG Intuitive Surgical Inc.	Sold out	0.00%	−0.20
DD Dupont DE Nemours Inc.	Reduce -97.3%	0.01%	−0.20
BKNG Booking Holdings Inc.	Sold out	0.00%	−0.20
FISV Fiserv Inc.	Sold out	0.00%	−0.19
INTU Intuit Inc.	Sold out	0.00%	−0.19
SPOT Spotify Technology SA	Sold out	0.00%	−0.18
SYK Stryker Corp.	Sold out	0.00%	−0.18
ADBE Adobe Inc.	Sold out	0.00%	−0.17
TMUS T-Mobile US Inc.	Reduce -82.8%	0.04%	−0.17
CME Cme Group Inc.	Sold out	0.00%	−0.17
CRM Salesforce Inc.	Reduce -88.7%	0.03%	−0.17
GILD Gilead Sciences Inc.	Sold out	0.00%	−0.17
SBUX Starbucks Corp.	Reduce -71.4%	0.08%	−0.16
MRSH Marsh & McLennan Cos	Reduce -64.0%	0.11%	−0.16
PGR Progressive Corp.	Reduce -84.3%	0.04%	−0.16
CAT Caterpillar Inc.	Sold out	0.00%	−0.16
TGT Target Corp.	Reduce -90.3%	0.02%	−0.15
PLTR Palantir Technologies Inc. Class A	Sold out	0.00%	−0.15
IBM Intl Business Machines Corp.	Reduce -56.1%	0.29%	−0.15
WM Waste Management Inc.	Sold out	0.00%	−0.15
WELL Welltower Inc.	Reduce -73.2%	0.08%	−0.15

Portfolio Buys Q1 2025 → Q2 2025


FMUN Fidelity System Muni BND ETF	New	23.57%	+23.57
SYY Sysco Corp.	Add +169.7%	0.24%	+0.17
SPSB SS SPDR P St C Corp. ETF	New	0.12%	+0.12
XLU St Sr Utl SL SE SPDR ETF-Usd	New	0.12%	+0.12
CAH Cardinal Health Inc.	Add +16.9%	0.22%	+0.10
GLD SPDR Gold Shares	New	0.08%	+0.08
IDA Idacorp Inc.	New	0.05%	+0.05
EW Edwards Lifesciences Corp.	Add +44.5%	0.05%	+0.02
SLB SLB Ltd.	New	0.02%	+0.02
TAK Takeda Pharmaceutic-SP ADR	New	0.01%	+0.01
ANGI Angi Inc.	New	0.01%	+0.01
WAB Wabtec Corp.	New	0.00%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	166	$83.9M	FMUN, IEFA, VV, KLAC, STX
Q1 2026	202	$81.2M	FMUN, IEFA, VV, VEA, AGG
Q4 2025	217	$82.6M	FMUN, IEFA, VV, VEA, AGG
Q3 2025	203	$82.3M	FMUN, IEFA, VV, VEA, AGG
Q2 2025	222	$79.9M	FMUN, IEFA, VV, VEA, AGG
Q1 2025	592	$100.9M	IEFA, AAPL, VV, MSFT, AGG
Q4 2024	818	$109.6M	IEFA, AAPL, VV, MSFT, AGG
Q3 2024	819	$113.6M	IEFA, AAPL, VV, MSFT, AGG
Q2 2024	622	$105.1M	IEFA, AAPL, MSFT, VV, AGG
Q1 2024	642	$129.3M	IEFA, AAPL, MSFT, VNQ, VV