SEC 13F Intelligence

Managers / Q1 2025 · view latest →

Riverview Capital Advisers, LLC

CIK 0001962933 · 265 FRANKLIN STREET, SUITE 400, BOSTON, MA, 02110 · 617-423-0080

Reported Value
$318M
Q1 2025
Positions
88
Filings on Record
18
2019–present window
Filed
May 13, 2025
original filing

Summary

Riverview Capital Advisers, LLC reported $318M in U.S.-listed holdings across 88 positions for Q1 2025.

Its largest position, BRK/B, represents 7.0% of the portfolio.

Compared with Q4 2024, the fund opened 8 new positions and exited 11.

Portfolio Metrics

Turnover
+10.0%
vs prior filed quarter
Top-10 Concentration
+46.0%
share of reported value
Largest Position
+7.0%
Berkshire Hathaway
New / Exited
8 / 11
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. 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 ’22: $186MQ4 ’22Q1 ’23: $232MQ2 ’23: $228MQ2 ’23Q3 ’23: $226MQ4 ’23: $261MQ4 ’23Q1 ’24: $290MQ2 ’24: $297MQ2 ’24Q3 ’24: $325MQ4 ’24: $331MQ4 ’24Q1 ’25: $318MQ2 ’25: $349MQ2 ’25Q3 ’25: $346MQ4 ’25: $330MQ4 ’25Q1 ’26: $300Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 55.8%ETP: 27.2%REIT: 14.6%ADR: 2.1%NY Reg Shrs: 0.2%Other: 0.1%
  • Common Stock · 55.8% · $178M
  • ETP · 27.2% · $86M
  • REIT · 14.6% · $47M
  • ADR · 2.1% · $7M
  • NY Reg Shrs · 0.2% · $602,361
  • Other · 0.1% · $233,335

Quarter-over-Quarter Changes full breakdown →

vs Q4 2024 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
PSAPUBLIC STORAGE OPER CONEW+17.9K17.9K+$5M$5M
PKPARK HOTELS & RESORTS INCNEW+461.1K461.1K+$5M$5M
FSLRFIRST SOLAR INCNEW+35.8K35.8K+$5M$5M
TEMTEMPUS AI INCNEW+29.0K29.0K+$1M$1M
UBERUBER TECHNOLOGIES INCNEW+6.2K6.2K+$453,991$453,991
WISDOMTREE TRNEW+10.0K10.0K+$435,148$435,148
SIRISIRIUSXM HOLDINGS INCNEW+13.0K13.0K+$292,342$292,342
LITHIUM ARGENTINA AGNEW+109.0K109.0K+$233,335$233,335

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

Holdings — Q1 2025

47 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VUGVANGUARD INDEX FDSMID CAP ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT13.47%$43M165.1K
2BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW6.96%$22M41.6K
3AAPLAPPLE INChistory →COM6.66%$21M95.4K
4AMZNAMAZON COM INChistory →COM5.97%$19M99.9K
5INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT5.32%$17M97.8K
6BXPBXP INChistory →COM3.16%$10M149.8K
7SPGSIMON PPTY GROUP INC NEWhistory →COM2.94%$9M56.3K
8SGSWEETGREEN INChistory →COM CL A2.74%$9M348.7K
9MSFTMICROSOFT CORPhistory →COM2.58%$8M21.9K
10KMIKINDER MORGAN INC DELhistory →COM2.13%$7M237.5K
11CARRCARRIER GLOBAL CORPORATIONhistory →COM2.07%$7M103.8K
12TSLATESLA INChistory →COM2.04%$6M25.0K
13ESEVERSOURCE ENERGYhistory →COM1.80%$6M92.1K
14VANGUARD SPECIALIZED FUNDSDIV APP ETF1.78%$6M29.2K
15PSAPUBLIC STORAGE OPER COhistory →COM1.68%$5M17.9K
16CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI1.62%$5M210.4K
17PKPARK HOTELS & RESORTS INChistory →COM1.55%$5M461.1K
18EQREQUITY RESIDENTIALhistory →SH BEN INT1.55%$5M68.8K
19WMTWALMART INChistory →COM1.52%$5M55.0K
20AVALONBAY CMNTYS INCCOM1.47%$5M21.9K
21FSLRFIRST SOLAR INChistory →COM1.42%$5M35.8K
22ISHARES TRRUS 1000 VAL ETF1.41%$4M23.9K
23KOCOCA COLA COhistory →COM1.36%$4M60.5K
24NKENIKE INChistory →CL B1.31%$4M65.5K
25VVISA INChistory →COM CL A1.17%$4M10.6K
26BHP GROUP LTDSPONSORED ADS1.15%$4M75.3K
27STWDSTARWOOD PPTY TR INChistory →COM1.15%$4M184.9K
28VICIVICI PPTYS INChistory →COM1.15%$4M112.1K
29UPSUNITED PARCEL SERVICE INChistory →CL B1.11%$4M32.0K
30GOOGLALPHABET INChistory →CAP STK CL A1.08%$3M22.3K
31PSXPHILLIPS 66history →COM1.07%$3M27.5K
32ENBENBRIDGE INChistory →COM1.04%$3M75.0K
33SLBSCHLUMBERGER LTDCOM STK0.81%$3M61.5K
34MUMICRON TECHNOLOGY INCCOM0.80%$3M29.3K
35ABNBAIRBNB INCCOM CL A0.75%$2M20.0K
36NVDANVIDIA CORPORATIONCOM0.74%$2M21.9K
37CAVACAVA GROUP INCCOM0.70%$2M25.8K
38AFLAFLAC INCCOM0.69%$2M19.9K
39RIORIO TINTO PLCSPONSORED ADR0.65%$2M34.3K
40VANGUARD WORLD FDINDUSTRIAL ETF0.59%$2M7.5K
41LHLABCORP HOLDINGS INCCOM SHS0.59%$2M8.0K
42SWKSTANLEY BLACK & DECKER INCCOM0.58%$2M24.0K
43CGDVUSDCAPITAL GROUP DIVIDEND VALUESHS CREATION UNI0.57%$2M50.5K
44SYKSTRYKER CORPORATIONCOM0.52%$2M4.4K
45CRMSALESFORCE INCCOM0.49%$2M5.8K
46NFLXNETFLIX INCCOM0.49%$2M1.7K
47HDHOME DEPOT INCCOM0.44%$1M3.8K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$300M86May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$330M91Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$346M98Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$349M97Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$318M88May 13, 202513F-HRchanges · EDGAR ↗
Q4 2024$331M91Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$325M83Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$297M83Aug 12, 202413F-HRchanges · EDGAR ↗
Q1 2024$290M80May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$261M79Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$226M79Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$228M78Aug 4, 202313F-HRchanges · EDGAR ↗
Q1 2023$232M80May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$186M73Feb 8, 202313F-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 ↗.