Riverview Trust Co

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Riverview Trust Co reported 203 stock positions worth $82.3 million. Its top holding was Fidelity System Muni BND ETF (FMUN) at 21.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 16.5%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 6.6%). Compared with Q2 2025, it opened 1 new position, sold out of 20, added to 2 and reduced 17. The biggest buy was iShares Core MSCI Eafe ETF (IEFA, shares +0%) and the biggest sale Fidelity System Muni BND ETF (FMUN, shares −7%).

Most Recent 13F
Q2 2026
Location
VANCOUVER, WA
CIK
0001593600
Portfolio Value
$82.3M (Q3 2025)
SEC Filing
0001593600-25-000005 ↗ filed Oct 22, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $129.3M Q1 2024 Q2 2024: $105.1M Q2 2024 Q3 2024: $113.6M Q3 2024 Q4 2024: $109.6M Q4 2024 Q1 2025: $100.9M Q1 2025 Q2 2025: $79.9M Q2 2025 Q3 2025: $82.3M $82.3M Q3 2025 Q4 2025: $82.6M Q4 2025 Q1 2026: $81.2M Q1 2026 Q2 2026: $83.9M Q2 2026

Holdings 203 stocks · $82.3M
FMUN Fidelity System Muni BND ETF 21.91% 362,132 $18.0M Reduce -6.5%
IEFA iShares Core MSCI Eafe ETF 16.46% 155,241 $13.6M Add +0.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 6.60% 17,649 $5.4M No change
VEA Vanguard Ftse Developed ETF 3.52% 48,354 $2.9M No change
AGG iShares Core U.S. Aggregate 3.14% 25,819 $2.6M No change
MSFT Microsoft Corp. 2.94% 4,677 $2.4M No change
VOO Vanguard S&P 500 ETF 2.04% 2,740 $1.7M No change
KLAC KLA Corp. 1.95% 1,490 $1.6M No change
VTI VG Morningstar TS MKT ETF-US 1.83% 4,604 $1.5M Reduce -2.9%
AVGO Broadcom Inc. 1.75% 4,370 $1.4M No change
JPM JPMorgan Chase & Co. 1.51% 3,936 $1.2M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.28% 3,592 $1.1M No change
VB Vanguard Most SM-Cap ETF-Usd 1.26% 4,086 $1.0M Reduce -0.3%
AAPL Apple Inc. 1.13% 3,652 $930K Reduce -0.3%
DE Deere & Co. 1.11% 1,997 $913K No change
STX Seagate Technology Holdings 1.10% 3,829 $904K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.94% 15,525 $777K No change
LOW Lowe's Cos Inc. 0.92% 3,005 $755K No change
BRK.A Berkshire Hathaway Inc. Class A 0.92% 1 $754K No change
ABBV Abbvie Inc. 0.90% 3,193 $739K No change
COST Costco Wholesale Corp. 0.90% 798 $739K No change
BLK BlackRock Inc. 0.85% 597 $696K No change
ITW Illinois Tool Works 0.67% 2,115 $552K No change
JNJ Johnson & Johnson 0.65% 2,894 $537K No change
VXUS Vanguard Total Intl Stock 0.65% 7,239 $532K Add +16.5%
IDEV iShares Core MSCI Dev MKTS 0.64% 6,543 $525K No change
IVV iShares Core S&P 500 ETF 0.62% 765 $512K No change
COF Capital One Financial Corp. 0.58% 2,230 $474K No change
PEG Public Service Enterprise GP 0.56% 5,515 $460K No change
ABT Abbott Laboratories 0.53% 3,251 $435K No change
META Meta Platforms Inc. Class A 0.52% 584 $429K No change
PG The Procter & Gamble Co. 0.51% 2,719 $418K No change
PAYX Paychex Inc. 0.50% 3,279 $416K No change
VFMO Vanguard US Momentum Factor 0.50% 2,128 $408K Reduce -13.4%
RY Royal Bank of Canada 0.47% 2,614 $385K No change
NVDA Nvidia Corp. 0.44% 1,940 $362K No change
CSCO Cisco Systems Inc. 0.42% 5,041 $345K No change
PEP Pepsico Inc. 0.41% 2,418 $340K No change
LMT Lockheed Martin Corp. 0.40% 653 $326K No change
IWR iShares Russell Mid-Cap ETF 0.37% 3,180 $307K No change
GOOG Alphabet Inc. Class C 0.37% 1,256 $306K No change
AMZN Amazon.com Inc. 0.37% 1,392 $306K No change
ORCL Oracle Corp. 0.37% 1,082 $304K No change
QCOM Qualcomm Inc. 0.34% 1,702 $283K No change
BRK.B Berkshire Hathaway Inc. Class B 0.34% 554 $279K No change
MCD McDonald's Corp. 0.33% 894 $272K Reduce -25.9%
CVX Chevron Corp. 0.29% 1,519 $236K No change
USB US Bancorp 0.28% 4,836 $234K No change
T AT&T Inc. 0.28% 8,146 $230K No change
COP Conocophillips 0.28% 2,405 $227K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 790 $223K No change
GOOGL Alphabet Inc. Class A 0.27% 900 $219K No change
GS Goldman Sachs Group Inc. 0.26% 268 $213K No change
INTC Intel Corp. 0.25% 6,256 $210K No change
SYY Sysco Corp. 0.25% 2,543 $209K No change
IEMG iShares Core MSCI Emerging 0.25% 3,165 $209K No change
GVA Granite Construction Inc. 0.25% 1,879 $206K No change
GE General Electric filed as GE AEROSPACE 0.24% 664 $200K No change
DLR Digital Realty Trust Inc. 0.23% 1,096 $189K No change
SHEL Shell PLC-ADR 0.23% 2,629 $188K No change
MRK Merck & Co. Inc. 0.23% 2,225 $187K No change
RTX RTX Corp. 0.22% 1,097 $184K No change
BDX Becton Dickinson and Co. 0.22% 952 $178K Reduce -5.2%
MMM 3M Co. 0.21% 1,113 $173K No change
DVY iShares Select Dividend ETF 0.21% 1,196 $170K No change
WMB Williams Cos Inc. 0.20% 2,582 $164K No change
AMGN Amgen Inc. 0.20% 572 $161K No change
XEL Xcel Energy Inc. 0.19% 1,988 $160K No change
UL Unilever PLC 0.19% 2,685 $159K Reduce -30.2%
DTE DTE Energy Company 0.18% 1,053 $149K No change
SCHW Schwab (charles) Corp. 0.18% 1,524 $145K No change
ACGL Arch Capital Group Ltd. 0.18% 1,597 $145K No change
FMX Fomento Economico Mex-SP ADR 0.17% 1,434 $141K No change
ALL Allstate Corp. 0.17% 650 $140K No change
CAH Cardinal Health Inc. 0.17% 887 $139K Reduce -14.5%
AMP Ameriprise Financial Inc. 0.16% 276 $136K No change
EQT Eqt Corp. 0.16% 2,391 $130K No change
EA Electronic Arts Inc. 0.15% 624 $126K No change
HON Honeywell International Inc. 0.15% 590 $124K No change
NAC Nuveen Ca QLTY Muni Inc. 0.15% 10,612 $122K No change
NEE Nextera Energy Inc. 0.14% 1,554 $117K No change
RIO Rio Tinto PLC-Spon ADR 0.14% 1,728 $114K No change
LRCX Lam Research Corp. 0.13% 800 $107K No change
SU Suncor Energy Inc. 0.13% 2,539 $106K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.13% 1,200 $105K No change
TTE Totalenergies SE -Spon ADR 0.13% 1,750 $104K No change
VZ Verizon Communications Inc. 0.13% 2,367 $104K No change
LHX L3HARRIS Technologies Inc. 0.13% 340 $104K No change
PNC PNC Financial Services Group 0.13% 516 $104K No change
PSX Phillips 66 0.13% 761 $104K No change
MSI Motorola Solutions Inc. 0.13% 226 $103K No change
GEV GE Vernova Inc. 0.12% 166 $102K No change
BWXT BWX Technologies Inc. 0.12% 550 $101K No change
PFE Pfizer Inc. 0.12% 3,819 $97K Reduce -7.3%
CTRA Coterra Energy Inc. 0.11% 3,901 $92K No change
STT State Street Corp. 0.11% 793 $92K No change
GLW Corning Inc. 0.11% 1,061 $87K No change
CMI Cummins Inc. 0.10% 200 $84K No change
CMCSA Comcast Corp. Class A 0.10% 2,590 $81K No change
WMT Walmart Inc. 0.10% 786 $81K No change

Show all 203 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $429K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 174$223KNo change
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 167$206KNo change

Total filed on the 13F, all lines: $82.8M.

Portfolio Sells Q2 2025 → Q3 2025
FMUN Fidelity System Muni BND ETF Reduce -6.5% 21.91% −1.66
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.12
HPQ HP Inc. Sold out 0.00% −0.11
BMY Bristol-Myers Squibb Co. Reduce -55.9% 0.08% −0.11
MCD McDonald's Corp. Reduce -25.9% 0.33% −0.11
UL Unilever PLC Reduce -30.2% 0.19% −0.10
GLD SPDR Gold Shares Sold out 0.00% −0.08
TFC Truist Financial Corp. Reduce -42.9% 0.09% −0.06
IDA Idacorp Inc. Sold out 0.00% −0.05
EW Edwards Lifesciences Corp. Sold out 0.00% −0.05
CAH Cardinal Health Inc. Reduce -14.5% 0.17% −0.05
VXF Vanguard Extended Market ETF Sold out 0.00% −0.04
VFMO Vanguard US Momentum Factor Reduce -13.4% 0.50% −0.03
EUSA iShares MSCI USA Equal Weigh Sold out 0.00% −0.03
SBUX Starbucks Corp. Reduce -27.9% 0.05% −0.03
CRM Salesforce Inc. Sold out 0.00% −0.03
OTIS Otis Worldwide Corp. Sold out 0.00% −0.03
AGNC AGNC Investment Corp. Sold out 0.00% −0.03
FDX FedEx Corp. Reduce -28.9% 0.07% −0.03
BAX Baxter International Inc. Sold out 0.00% −0.02
PYPL PayPal Holdings Inc. Sold out 0.00% −0.02
DT Dynatrace Inc. Sold out 0.00% −0.02
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.01
WAFD Wafd Inc. Sold out 0.00% −0.01
STZ Constellation Brands Inc. Class A Sold out 0.00% −0.01
FUL H.B. Fuller Co. Sold out 0.00% −0.01
TAK Takeda Pharmaceutic-SP ADR Sold out 0.00% −0.01
PFE Pfizer Inc. Reduce -7.3% 0.12% −0.01
ALGN Align Technology Inc. Sold out 0.00% −0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -9.6% 0.03% −0.00
WAB Wabtec Corp. Sold out 0.00% −0.00
VTRS Viatris Inc. Reduce -19.0% 0.00% −0.00
BDX Becton Dickinson and Co. Reduce -5.2% 0.22% +0.00
EMBC Embecta Corp. Reduce -0.7% 0.00% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -2.9% 1.83% +0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.3% 1.26% +0.05
AAPL Apple Inc. Reduce -0.3% 1.13% +0.19

Portfolio Buys Q2 2025 → Q3 2025
IEFA iShares Core MSCI Eafe ETF Add +0.3% 16.46% +0.29
VXUS Vanguard Total Intl Stock Add +16.5% 0.65% +0.11
WALGREENS BOOTS ALLIANCE New 0.00% 0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$83.9MFMUN, IEFA, VV, KLAC, STX
Q1 2026 202$81.2MFMUN, IEFA, VV, VEA, AGG
Q4 2025 217$82.6MFMUN, IEFA, VV, VEA, AGG
Q3 2025 203$82.3MFMUN, IEFA, VV, VEA, AGG
Q2 2025 222$79.9MFMUN, IEFA, VV, VEA, AGG
Q1 2025 592$100.9MIEFA, AAPL, VV, MSFT, AGG
Q4 2024 818$109.6MIEFA, AAPL, VV, MSFT, AGG
Q3 2024 819$113.6MIEFA, AAPL, VV, MSFT, AGG
Q2 2024 622$105.1MIEFA, AAPL, MSFT, VV, AGG
Q1 2024 642$129.3MIEFA, AAPL, MSFT, VNQ, VV