Riverview Trust Co

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Riverview Trust Co reported 217 stock positions worth $82.6 million. Its top holding was Fidelity System Muni BND ETF (FMUN) at 21.4% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 17.0%) and Vngrd Mrgstr LRG-Cap ETF-Usd (VV, 6.7%). Compared with Q3 2025, it opened 17 new positions, sold out of 6, added to 19 and reduced 10. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +271%) and the biggest sale an exit from Vanguard Tax-Exempt Bond ETF (VTEB).

Most Recent 13F
Q2 2026
Location
VANCOUVER, WA
CIK
0001593600
Portfolio Value
$82.6M (Q4 2025)
SEC Filing
0001593600-26-000001 ↗ filed Jan 26, 2026

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 Q3 2025 Q4 2025: $82.6M $82.6M Q4 2025 Q1 2026: $81.2M Q1 2026 Q2 2026: $83.9M Q2 2026

Holdings 217 stocks · $82.6M
FMUN Fidelity System Muni BND ETF 21.37% 351,465 $17.7M Reduce -3.0%
IEFA iShares Core MSCI Eafe ETF 17.00% 157,038 $14.0M Add +1.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 6.72% 17,649 $5.6M No change
VEA Vanguard Ftse Developed ETF 3.66% 48,354 $3.0M No change
AGG iShares Core U.S. Aggregate 3.12% 25,819 $2.6M No change
MSFT Microsoft Corp. 2.74% 4,688 $2.3M Add +0.2%
KLAC KLA Corp. 2.19% 1,490 $1.8M No change
VOO Vanguard S&P 500 ETF 2.08% 2,740 $1.7M No change
VTI VG Morningstar TS MKT ETF-US 1.87% 4,604 $1.5M No change
AVGO Broadcom Inc. 1.84% 4,387 $1.5M Add +0.4%
JPM JPMorgan Chase & Co. 1.53% 3,936 $1.3M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.37% 3,906 $1.1M Add +8.7%
STX Seagate Technology Holdings 1.28% 3,829 $1.1M No change
VB Vanguard Most SM-Cap ETF-Usd 1.28% 4,086 $1.1M No change
BRK.B Berkshire Hathaway Inc. Class B 1.25% 2,054 $1.0M Add +270.8%
AAPL Apple Inc. 1.19% 3,623 $985K Reduce -0.8%
DE Deere & Co. 1.13% 1,997 $930K No change
ABBV Abbvie Inc. 0.88% 3,193 $730K No change
LOW Lowe's Cos Inc. 0.88% 3,025 $730K Add +0.7%
COST Costco Wholesale Corp. 0.84% 803 $692K Add +0.6%
BLK BlackRock Inc. 0.77% 597 $639K No change
JNJ Johnson & Johnson 0.73% 2,925 $605K Add +1.1%
VXUS Vanguard Total Intl Stock 0.66% 7,239 $546K No change
COF Capital One Financial Corp. 0.65% 2,230 $540K No change
IDEV iShares Core MSCI Dev MKTS 0.65% 6,543 $540K No change
ITW Illinois Tool Works 0.63% 2,115 $521K No change
IVV iShares Core S&P 500 ETF 0.60% 720 $493K Reduce -5.9%
RY Royal Bank of Canada 0.54% 2,614 $446K No change
PEG Public Service Enterprise GP 0.54% 5,515 $443K No change
ABT Abbott Laboratories 0.49% 3,251 $407K No change
VFMO Vanguard US Momentum Factor 0.49% 2,128 $407K No change
GOOG Alphabet Inc. Class C 0.48% 1,256 $394K No change
PG The Procter & Gamble Co. 0.47% 2,719 $390K No change
CSCO Cisco Systems Inc. 0.47% 5,041 $388K No change
META Meta Platforms Inc. Class A 0.47% 584 $385K No change
PAYX Paychex Inc. 0.45% 3,279 $368K No change
NVDA Nvidia Corp. 0.44% 1,940 $362K No change
PEP Pepsico Inc. 0.42% 2,418 $347K No change
AMZN Amazon.com Inc. 0.39% 1,392 $321K No change
ITOT iShares Core S&P Total U.S. 0.39% 2,154 $320K New
LMT Lockheed Martin Corp. 0.38% 653 $316K No change
IWR iShares Russell Mid-Cap ETF 0.37% 3,180 $306K No change
QCOM Qualcomm Inc. 0.35% 1,702 $291K No change
GOOGL Alphabet Inc. Class A 0.34% 900 $282K No change
MCD McDonald's Corp. 0.33% 894 $273K No change
USB US Bancorp 0.31% 4,836 $258K No change
IEMG iShares Core MSCI Emerging 0.29% 3,526 $237K Add +11.4%
GS Goldman Sachs Group Inc. 0.29% 268 $236K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 790 $234K No change
CVX Chevron Corp. 0.28% 1,519 $232K No change
COP Conocophillips 0.27% 2,405 $225K No change
GVA Granite Construction Inc. 0.26% 1,879 $217K No change
ORCL Oracle Corp. 0.26% 1,082 $211K No change
RTX RTX Corp. 0.25% 1,133 $208K Add +3.3%
GE General Electric filed as GE AEROSPACE 0.25% 664 $205K No change
T AT&T Inc. 0.24% 8,146 $202K No change
SHEL Shell PLC-ADR 0.23% 2,629 $193K No change
SYY Sysco Corp. 0.23% 2,543 $187K No change
AMGN Amgen Inc. 0.23% 572 $187K No change
CAH Cardinal Health Inc. 0.22% 887 $182K No change
MMM 3M Co. 0.22% 1,113 $178K No change
DLR Digital Realty Trust Inc. 0.21% 1,096 $170K No change
BDX Becton Dickinson and Co. 0.20% 870 $169K Reduce -8.6%
DVY iShares Select Dividend ETF 0.20% 1,196 $169K No change
ACGL Arch Capital Group Ltd. 0.19% 1,674 $161K Add +4.8%
UL Unilever PLC-Sponsored ADR 0.19% 2,385 $156K No change
WMB Williams Cos Inc. 0.19% 2,582 $155K No change
SCHW Schwab (charles) Corp. 0.18% 1,524 $152K No change
XEL Xcel Energy Inc. 0.18% 1,988 $147K No change
FMX Fomento Economico Mex-SP ADR 0.18% 1,434 $145K No change
LRCX Lam Research Corp. 0.17% 800 $137K No change
DTE DTE Energy Company 0.16% 1,053 $136K No change
AMP Ameriprise Financial Inc. 0.16% 276 $135K No change
ALL Allstate Corp. 0.16% 650 $135K No change
NEE Nextera Energy Inc. 0.16% 1,620 $130K Add +4.3%
EQT Eqt Corp. 0.16% 2,391 $128K No change
EA Electronic Arts Inc. 0.15% 624 $128K No change
NAC Nuveen Ca QLTY Muni Inc. 0.15% 10,612 $125K No change
CMI Cummins Inc. 0.15% 239 $122K Add +19.5%
HON Honeywell International Inc. 0.14% 590 $115K No change
TTE Totalenergies SE 0.14% 1,750 $114K No change
MRK Merck & Co. Inc. 0.14% 1,080 $114K Reduce -51.5%
SU Suncor Energy Inc. 0.14% 2,539 $113K No change
GEV GE Vernova Inc. 0.13% 166 $108K No change
PNC PNC Financial Services Group 0.13% 516 $108K No change
XLU St Sr Utl SL SE SPDR ETF-Usd 0.12% 2,400 $102K No change
STT State Street Corp. 0.12% 793 $102K No change
LHX L3HARRIS Technologies Inc. 0.12% 340 $100K No change
PSX Phillips 66 0.12% 761 $98K No change
VZ Verizon Communications Inc. 0.12% 2,367 $96K No change
BWXT BWX Technologies Inc. 0.12% 550 $95K No change
INTC Intel Corp. 0.11% 2,532 $93K Reduce -59.5%
GLW Corning Inc. 0.11% 1,061 $93K No change
WMT Walmart Inc. 0.11% 786 $88K No change
MSI Motorola Solutions Inc. 0.10% 226 $87K No change
BMY Bristol-Myers Squibb Co. 0.10% 1,471 $79K No change
AFL Aflac Inc. 0.09% 696 $77K No change
TFC Truist Financial Corp. 0.09% 1,549 $76K No change
TEL Te Connectivity PLC 0.09% 335 $76K No change
WELL Welltower Inc. 0.09% 400 $74K No change

Show all 217 holdings

Other holdings (2): bonds, preferreds, convertibles and warrants · $420K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 174$218KNo change
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 167$202KNo change

Total filed on the 13F, all lines: $83.1M.

Portfolio Sells Q3 2025 → Q4 2025
VTEB Vanguard Tax-Exempt Bond ETF Sold out 0.00% −0.94
BRK.A Berkshire Hathaway Inc. Class A Sold out 0.00% −0.92
FMUN Fidelity System Muni BND ETF Reduce -3.0% 21.37% −0.55
INTC Intel Corp. Reduce -59.5% 0.11% −0.14
RIO Rio Tinto PLC-Spon ADR Sold out 0.00% −0.14
CTRA Coterra Energy Inc. Sold out 0.00% −0.11
MRK Merck & Co. Inc. Reduce -51.5% 0.14% −0.09
ABEV Ambev SA-ADR Sold out 0.00% −0.09
PFE Pfizer Inc. Reduce -60.4% 0.05% −0.07
CMCSA Comcast Corp. Class A Reduce -59.9% 0.04% −0.06
IVV iShares Core S&P 500 ETF Reduce -5.9% 0.60% −0.03
SOLV Solventum Corp. Reduce -68.6% 0.01% −0.01
BDX Becton Dickinson and Co. Reduce -8.6% 0.20% −0.01
VMEO Vimeo Inc. Sold out 0.00% −0.01
SOLS Solstice Adv Materials Inc. Reduce -1.7% 0.01% −0.00
AAPL Apple Inc. Reduce -0.8% 1.19% +0.06

Portfolio Buys Q3 2025 → Q4 2025
BRK.B Berkshire Hathaway Inc. Class B Add +270.8% 1.25% +0.91
IEFA iShares Core MSCI Eafe ETF Add +1.2% 17.00% +0.54
ITOT iShares Core S&P Total U.S. New 0.39% +0.39
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +8.7% 1.37% +0.09
AVGO Broadcom Inc. Add +0.4% 1.84% +0.09
GSLC Goldman Activebeta US LC ETF New 0.09% +0.09
JNJ Johnson & Johnson Add +1.1% 0.73% +0.08
CMI Cummins Inc. Add +19.5% 0.15% +0.04
IEMG iShares Core MSCI Emerging Add +11.4% 0.29% +0.03
RTX RTX Corp. Add +3.3% 0.25% +0.03
AZO AutoZone Inc. New 0.02% +0.02
ROST Ross Stores Inc. New 0.02% +0.02
ACGL Arch Capital Group Ltd. Add +4.8% 0.19% +0.02
NEE Nextera Energy Inc. Add +4.3% 0.16% +0.01
V Visa Inc. Class A Add +16.2% 0.08% +0.01
PGR Progressive Corp. Add +48.6% 0.04% +0.01
MA Mastercard Inc. Class A Add +34.0% 0.05% +0.01
UNH Unitedhealth Group Inc. Add +28.0% 0.06% +0.01
ORLY O'reilly Automotive Inc. New 0.01% +0.01
EXPD Expeditors Intl Wash Inc. New 0.01% +0.01
DPZ Domino's Pizza Inc. New 0.01% +0.01
NVR NVR Inc. New 0.01% +0.01
MCO Moody's Corp. New 0.01% +0.01
CB Chubb Ltd. New 0.01% +0.01
PLD Prologis Inc. New 0.01% +0.01
ACN Accenture PLC Class A New 0.01% +0.01
ECL Ecolab Inc. New 0.01% +0.01
SPGI S&P Global Inc. New 0.01% +0.01
DIS The Walt Disney Co. Add +9.8% 0.07% +0.01
ADP Automatic Data Processing New 0.01% +0.01
TJX TJX Companies Inc. New 0.00% +0.00
STRA Strategic Education Inc. New 0.00% +0.00
FAST Fastenal Co. Add +14.9% 0.03% −0.00
LOW Lowe's Cos Inc. Add +0.7% 0.88% −0.03
COST Costco Wholesale Corp. Add +0.6% 0.84% −0.06
MSFT Microsoft Corp. Add +0.2% 2.74% −0.20

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