SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Riverview Capital Advisers, LLC

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

Reported Value
$346M
Q3 2025
Positions
98
Filings on Record
18
2019–present window
Filed
Nov 12, 2025
original filing

Summary

Riverview Capital Advisers, LLC reported $346M in U.S.-listed holdings across 98 positions for Q3 2025.

Its largest position, BRK/B, represents 7.6% of the portfolio.

Compared with Q2 2025, the fund opened 15 new positions and exited 14.

Portfolio Metrics

Turnover
+15.0%
vs prior filed quarter
Top-10 Concentration
+46.6%
share of reported value
Largest Position
+7.6%
Berkshire Hathaway
New / Exited
15 / 14
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: 61.0%ETP: 25.9%REIT: 12.5%ADR: 0.2%NY Reg Shrs: 0.2%Other: 0.1%
  • Common Stock · 61.0% · $211M
  • ETP · 25.9% · $90M
  • REIT · 12.5% · $43M
  • ADR · 0.2% · $728,150
  • NY Reg Shrs · 0.2% · $667,952
  • Other · 0.1% · $499,676

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
FUNDVANTAGE TRNEW+500.8K500.8K+$13M$13M
MKLMARKEL GROUP INCNEW+4.3K4.3K+$8M$8M
MAMASTERCARD INCORPORATEDNEW+749749+$426,039$426,039
VANGUARD INDEX FDSNEW+681681+$417,093$417,093
LLYELI LILLY & CONEW+495495+$377,685$377,685
SHOPSHOPIFY INCNEW+2.5K2.5K+$373,755$373,755
SPOTIFY TECHNOLOGY S ANEW+425425+$296,650$296,650
NOWSERVICENOW INCNEW+285285+$262,280$262,280

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

Holdings — Q3 2025

45 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1VUGVANGUARD INDEX FDSMID CAP ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT12.90%$45M144.1K
2BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW7.57%$26M52.0K
3AMZNAMAZON COM INChistory →COM7.19%$25M113.2K
4AAPLAPPLE INChistory →COM6.66%$23M90.4K
5TSLATESLA INChistory →COM3.77%$13M29.3K
6FUNDVANTAGE TRPOLEN FOCUS GROW3.62%$13M500.8K
7MSFTMICROSOFT CORPhistory →COM3.61%$12M24.1K
8BXPBXP INChistory →COM2.86%$10M133.3K
9SPGSIMON PPTY GROUP INC NEWhistory →COM2.86%$10M52.7K
10CARRCARRIER GLOBAL CORPORATIONhistory →COM2.42%$8M140.1K
11MKLMARKEL GROUP INChistory →COM2.40%$8M4.3K
12ISHARES TRRUS 1000 VAL ETF · RUS 1000 GRW ETF · MSCI INDIA ETF2.16%$7M50.5K
13PKPARK HOTELS & RESORTS INChistory →COM2.16%$7M672.7K
14URIUNITED RENTALS INChistory →COM1.98%$7M7.2K
15HDHOME DEPOT INChistory →COM1.93%$7M16.5K
16VANGUARD SPECIALIZED FUNDSDIV APP ETF1.89%$7M30.3K
17CAPITAL GROUP INTL FOCUS EQTSHS CREATION UNI1.81%$6M210.8K
18WMTWALMART INChistory →COM1.63%$6M54.7K
19RRYDER SYS INChistory →COM1.59%$5M29.1K
20KMIKINDER MORGAN INC DELhistory →COM1.50%$5M183.3K
21ESEVERSOURCE ENERGYhistory →COM1.37%$5M66.4K
22MUMICRON TECHNOLOGY INChistory →COM1.33%$5M27.6K
23NVDANVIDIA CORPORATIONhistory →COM1.24%$4M23.0K
24VVISA INChistory →COM CL A1.15%$4M11.6K
25PSAPUBLIC STORAGE OPER COhistory →COM1.13%$4M13.6K
26GOOGLALPHABET INChistory →CAP STK CL A1.13%$4M16.0K
27KOCOCA COLA COhistory →COM1.09%$4M56.9K
28ENBENBRIDGE INChistory →COM1.06%$4M72.6K
29EQREQUITY RESIDENTIALhistory →SH BEN INT1.04%$4M55.3K
30TOLTOLL BROTHERS INCCOM0.98%$3M24.5K
31AVALONBAY CMNTYS INCCOM0.96%$3M17.1K
32TEMTEMPUS AI INCCL A0.85%$3M36.4K
33PSXPHILLIPS 66COM0.84%$3M21.5K
34VICIVICI PPTYS INCCOM0.83%$3M88.4K
35STWDSTARWOOD PPTY TR INCCOM0.71%$2M126.0K
36AFLAFLAC INCCOM0.64%$2M19.9K
37IBITISHARES BITCOIN TRUST ETFSHS BEN INT0.64%$2M33.9K
38VANGUARD WORLD FDINDUSTRIAL ETF0.63%$2M7.4K
39NFLXNETFLIX INCCOM0.61%$2M1.8K
40CGDVUSDCAPITAL GROUP DIVIDEND VALUESHS CREATION UNI0.61%$2M49.8K
41LHLABCORP HOLDINGS INCCOM SHS0.57%$2M6.9K
42ABNBAIRBNB INCCOM CL A0.54%$2M15.3K
43SYKSTRYKER CORPORATIONCOM0.46%$2M4.3K
44JNJJOHNSON & JOHNSONCOM0.38%$1M7.2K
45GSGOLDMAN SACHS GROUP INCCOM0.36%$1M1.6K

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 ↗.