SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Riverview Trust Co

CIK 0001593600 · 900 WASHINGTON STREET, SUITE 900, VANCOUVER, WA, 98660 · 3607592437

Reported Value
$83M
Q3 2025
Positions
224
Filings on Record
31
2019–present window
Filed
Oct 22, 2025
original filing

Summary

Riverview Trust Co reported $83M in U.S.-listed holdings across 224 positions for Q3 2025.

The portfolio is heavily concentrated: FMUN alone accounts for 21.8% of reported value.

Compared with Q2 2025, the fund opened 1 new position and exited 20.

Portfolio Metrics

Turnover
+2.6%
vs prior filed quarter
Top-10 Concentration
+61.8%
share of reported value
Largest Position
+21.8%
Fidelity Municipal Bond Index Etf
New / Exited
1 / 20
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $128MQ4 ’18Q1 ’19: $132MQ2 ’19: $142MQ3 ’19: $144MQ4 ’19: $149MQ4 ’19Q1 ’20: $104MQ2 ’20: $103MQ3 ’20: $87MQ4 ’20: $90MQ4 ’20Q1 ’21: $90MQ2 ’21: $95MQ3 ’21: $95MQ4 ’21: $170MQ4 ’21Q1 ’22: $135MQ2 ’22: $115MQ3 ’22: $103MQ2 ’23: $110MQ2 ’23Q3 ’23: $113MQ4 ’23: $98MQ1 ’24: $130MQ2 ’24: $106MQ2 ’24Q3 ’24: $114MQ4 ’24: $110MQ1 ’25: $101MQ2 ’25: $80MQ2 ’25Q3 ’25: $83MQ4 ’25: $83MQ1 ’26: $81Mfilingsflow.com

Portfolio Composition

By security type
ETP: 62.5%Common Stock: 36.0%ADR: 0.8%REIT: 0.4%Other: 0.2%Closed-End Fund: 0.2%
  • ETP · 62.5% · $52M
  • Common Stock · 36.0% · $30M
  • ADR · 0.8% · $661,872
  • REIT · 0.4% · $307,556
  • Other · 0.2% · $159,167
  • Closed-End Fund · 0.2% · $134,664

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
DAP RightsNEW+800800+$0$0
SPSBSPDR Series Trust Portfolio Short ETFSOLD OUT−3.3K0−$99,023$0
HPQHP IncSOLD OUT−3.7K0−$90,869$0
GLDSPDR Gold Trust Gold Shs ETFSOLD OUT−2000−$60,966$0
IDAIdaho Power CompanySOLD OUT−3610−$41,677$0
EWEdwards Lifesciences Corp ComSOLD OUT−5160−$40,356$0
VXFVanguard Extended Mkt ETFSOLD OUT−1520−$29,292$0
EUSAIShares Inc MSCI Equal Weighted ETFSOLD OUT−2380−$23,591$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

205 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1FMUNFidelity Municipal Bond Index ETFhistory →Com21.80%$18M362.1K
2IEFAiShares Core MSCI EAFE ETFhistory →Com16.37%$14M155.2K
3VVVanguard Large Cap Index Fund ETFhistory →Com6.56%$5M17.6K
4VEAVanguard FTSE Developed Markets ETFhistory →Com3.50%$3M48.4K
5AGGiShares Core US Aggregate Bond ETFhistory →Com3.13%$3M25.8K
6MSFTMicrosoft Corphistory →Com2.93%$2M4.7K
7VOOVanguard S&P 500 ETFhistory →Com2.03%$2M2.7K
8KLACKla-Tencor Corp Comhistory →Com1.94%$2M1.5K
9VTIVanguard Total Stock Market ETFhistory →Com1.83%$2M4.6K
10AVGOBroadcom Inchistory →Com1.74%$1M4.4K
11JPMJPMorgan Chase & Cohistory →Com1.50%$1M3.9K
12VOVanguard Mid Cap Index Fund ETFhistory →Com1.27%$1M3.6K
13VBVanguard Small Cap Index Fund ETFhistory →Com1.26%$1M4.1K
14AAPLApple Inchistory →Com1.12%$929,9083.7K
15DEDeere & Cohistory →Com1.10%$913,1482.0K
16STXSeagate Technology Hldngs PLC ADRhistory →Com1.09%$903,8743.8K
17VTEBVanguard Mun Bd Fds Tax Exempt BdCom0.94%$777,33715.5K
18LOWLowe's Companies IncCom0.91%$755,1873.0K
19BRK/ABerkshire Hathaway Inc ACom0.91%$754,2001
20ABBVAbbVie IncCom0.89%$739,3073.2K
21COSTCostco Wholesale CorpCom0.89%$738,653798
22BLKBlackrock Inc.Com0.84%$696,024597
23ITWIllinois Tool Works IncCom0.67%$551,5072.1K
24JNJJohnson & JohnsonCom0.65%$536,6052.9K
25VXUSVanguard Total Int'l Stock ETFCom0.64%$531,7777.2K
26IDEViShares Tr Core MSCI IntlCom0.63%$524,5526.5K
27IVViShares Core S&P 500 ETFCom0.62%$512,015765
28COFCapital One Financial CorpCom0.57%$474,0532.2K
29PEGPublic Service Enterprise Group IncCom0.56%$460,2825.5K
30ABTAbbott LaboratoriesCom0.53%$435,4393.3K
31METAMeta Platforms Inc Cl ACom0.52%$428,878584
32PGProcter & Gamble CoCom0.50%$417,7742.7K
33PAYXPaychex IncCom0.50%$415,6463.3K
34VFMOVanguard Wellington Fd US Momentum ETFCom0.49%$407,7152.1K
35RYRoyal Bank of CanadaCom0.47%$385,0942.6K
36NVDANvidia CorporationCom0.44%$361,9651.9K
37CSCOCisco Systems IncCom0.42%$344,9055.0K
38PEPPepsiCo IncCom0.41%$339,5842.4K
39LMTLockheed Martin Corp ComCom0.39%$325,984653
40IWRiShares Russell Midcap Index ETFCom0.37%$307,0293.2K
41GOOGAlphabet Inc CCom0.37%$305,8991.3K
42AMZNAmazon.com IncCom0.37%$305,6411.4K
43ORCLOracle CorpCom0.37%$304,3021.1K
44QCOMQualcomm IncCom0.34%$283,1451.7K
45BRK/BBerkshire Hathaway Inc BCom0.34%$278,518554
46MCDMcDonald's CorpCom0.33%$271,678894
47CVXChevron CorpCom0.28%$235,8861.5K
48USBUS BancorpCom0.28%$233,7244.8K
49TAT&T IncCom0.28%$230,0438.1K
50COPConocoPhillipsCom0.27%$227,4892.4K
51IBMInternational Business Machines CorpCom0.27%$222,906790
52BACBank America Corp Cnv Pfd LPfd Stk0.27%$222,720174
53GOOGLAlphabet Inc ACom0.26%$218,790900
54GSGoldman Sachs Group IncCom0.26%$213,422268
55INTCIntel CorpCom0.25%$209,8896.3K
56SYYSysco Corp.Com0.25%$209,3912.5K
57IEMGiShares Core MSCI Emerging Markets ETFCom0.25%$208,6373.2K
58WFCWells Fargo Co New Perp Pfd Cnv APfd Stk0.25%$206,126167
59GVAGranite Construction Inc ComCom0.25%$206,0321.9K
60GE AerospaceCom0.24%$199,744664
61DLRDigital Rlty Tr IncCom0.23%$189,4761.1K
62SHELShell Plc Spon ADSCom0.23%$188,0522.6K
63MRKMerck & Co IncCom0.23%$186,7442.2K
64RTXRTX CORPORATIONCom0.22%$183,5611.1K
65BDXBecton, Dickinson and CoCom0.22%$178,186952
66MMM3M CoCom0.21%$172,7151.1K
67DVYiShares Select Dividend ETFCom0.21%$169,9521.2K
68WMBWilliams Cos IncCom0.20%$163,5702.6K
69AMGNAmgen IncCom0.20%$161,418572
70XELXcel Energy IncCom0.19%$160,3322.0K
71Unilever Plc Spon Adr NewCom0.19%$159,1672.7K
72DTEDTE Energy CoCom0.18%$148,9261.1K
73SCHWCharles Schwab CorpCom0.18%$145,4961.5K
74ACGLArch Cap Group LtdCom0.18%$144,8961.6K
75FMXFomento Economico Mexicano ADRCom0.17%$141,4351.4K
76ALLAllstate CorpCom0.17%$139,523650
77CAHCardinal Health IncCom0.17%$139,224887
78AMPAMERIPRISE FINL INC COMCom0.16%$135,585276
79EQTEQT Corp ComCom0.16%$130,1422.4K
80EAElectronic Arts IncCom0.15%$125,861624
81HONHoneywell International IncCom0.15%$124,196590
82NACNuveen CA Quality Muni Income FundCom0.15%$122,03810.6K
83NEENextEra Energy IncCom0.14%$117,3111.6K
84RIORio Tinto Plc ADRCom0.14%$114,0651.7K
85LRCXLam Research CorpCom0.13%$107,120800
86SUSuncor Energy Inc New ComCom0.13%$106,1562.5K
87XLUUtilities Select Sector SPDR ETFCom0.13%$104,6521.2K
88TTENTotalEnergies SE ADRCom0.13%$104,4581.8K
89VZVerizon Communications IncCom0.13%$104,0302.4K
90LHXL3 Harris Technologies Inc ComCom0.13%$103,839340
91PNCPNC Financial Services Group IncCom0.13%$103,680516
92PSXPhillips 66Com0.13%$103,511761
93MSIMotorola Solutions IncCom0.12%$103,348226
94GEVGE Verona LLCCom0.12%$102,073166
95BWXTBWX Technologies IncCom0.12%$101,404550
96PFEPfizer IncCom0.12%$97,3083.8K
97CTRACoterra Energy IncCom0.11%$92,2593.9K
98STTState Street CorpCom0.11%$91,996793
99GLWCorning IncCom0.11%$87,0341.1K
100CMICummins IncCom0.10%$84,474200

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$81M220May 1, 202613F-HRchanges · EDGAR ↗
Q4 2025$83M240Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$83M224Oct 22, 202513F-HRchanges · EDGAR ↗
Q2 2025$80M247Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$101M654Apr 11, 202513F-HRchanges · EDGAR ↗
Q4 2024$110M885Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$114M861Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$106M626Jul 16, 202413F-HRchanges · EDGAR ↗
Q1 2024$130M646Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$98M101Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$113M676Oct 17, 202313F-HRchanges · EDGAR ↗
Q2 2023$110M678Jul 18, 202313F-HRchanges · EDGAR ↗
Q1 2023Under review730Apr 20, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review718Jan 26, 202313F-HRchanges · EDGAR ↗
Q3 2022$103M739Oct 27, 202213F-HRchanges · EDGAR ↗
Q2 2022$115M738Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$135M721Apr 21, 202213F-HRchanges · EDGAR ↗
Q4 2021$170M237Jan 19, 202213F-HRchanges · EDGAR ↗
Q3 2021$95M240Oct 14, 202113F-HRchanges · EDGAR ↗
Q2 2021$95M228Jul 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$90M225Apr 19, 202113F-HRchanges · EDGAR ↗
Q4 2020$90M226Jan 22, 202113F-HRchanges · EDGAR ↗
Q3 2020$87M244Oct 15, 202013F-HRchanges · EDGAR ↗
Q2 2020$103M264Jul 8, 202013F-HRchanges · EDGAR ↗
Q1 2020$104M276Apr 15, 2020RESTATEMENTchanges · EDGAR ↗
Q4 2019$149M271Jan 10, 202013F-HRchanges · EDGAR ↗
Q3 2019$144M278Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$142M272Jul 12, 201913F-HRchanges · EDGAR ↗
Q1 2019$132M447Apr 10, 201913F-HRchanges · EDGAR ↗
Q4 2018$128M254Feb 12, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.