Managers / Q4 2025 · view latest →
Riverview Capital Advisers, LLC
CIK 0001962933 · 265 FRANKLIN STREET, SUITE 400, BOSTON, MA, 02110 · 617-423-0080
Summary
Riverview Capital Advisers, LLC reported $330M in U.S.-listed holdings across 91 positions for Q4 2025.
Its largest position, AMZN, represents 7.9% of the portfolio.
Compared with Q3 2025, the fund opened 3 new positions and exited 10.
Portfolio Metrics
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
Portfolio Composition
- Common Stock · 60.5% · $200M
- ETP · 27.0% · $89M
- REIT · 12.1% · $40M
- Other · 0.2% · $803,580
- NY Reg Shrs · 0.2% · $663,542
Quarter-over-Quarter Changes full breakdown →
vs Q3 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | NEW | +811 | 811 | +$217,592 | $217,592 |
| SGSWEETGREEN INC | NEW | +23.2K | 23.2K | +$156,832 | $156,832 |
| ETF OPPORTUNITIES TRUST | NEW | +10.0K | 10.0K | +$83,100 | $83,100 |
| NFLXNETFLIX INC | ADDED | +14.9K | 16.7K | −$546,183 | $2M |
| NOWSERVICENOW INC | ADDED | +1.5K | 1.8K | +$12,697 | $274,977 |
| VANGUARD SCOTTSDALE FDS | ADDED | +8.5K | 11.4K | +$673,685 | $910,278 |
| SIRISIRIUSXM HOLDINGS INC | ADDED | +18.0K | 29.4K | +$322,555 | $587,634 |
| DGXQUEST DIAGNOSTICS INC | SOLD OUT | −6.1K | 0 | −$1M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2025
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VUGVANGUARD INDEX FDS | MID CAP ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT | 13.59% | $45M | 144.2K |
| 2 | AMZNAMAZON COM INChistory → | COM | 7.90% | $26M | 113.1K |
| 3 | BRK/BBERKSHIRE HATHAWAY INC DELhistory → | CL B NEW | 7.66% | $25M | 50.4K |
| 4 | AAPLAPPLE INChistory → | COM | 7.33% | $24M | 89.2K |
| 5 | TSLATESLA INChistory → | COM | 3.98% | $13M | 29.3K |
| 6 | FUNDVANTAGE TR | POLEN FOCUS GROW | 3.75% | $12M | 500.8K |
| 7 | MSFTMICROSOFT CORPhistory → | COM | 3.44% | $11M | 23.5K |
| 8 | SPGSIMON PPTY GROUP INC NEWhistory → | COM | 2.91% | $10M | 52.0K |
| 9 | MKLMARKEL GROUP INChistory → | COM | 2.72% | $9M | 4.2K |
| 10 | BXPBXP INChistory → | COM | 2.68% | $9M | 131.5K |
| 11 | ISHARES TR | RUS 1000 VAL ETF · RUS 1000 GRW ETF · MSCI INDIA ETF · U.S. TECH ETF | 2.64% | $9M | 61.4K |
| 12 | PKPARK HOTELS & RESORTS INChistory → | COM | 2.15% | $7M | 677.9K |
| 13 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2.07% | $7M | 31.1K |
| 14 | MUMICRON TECHNOLOGY INChistory → | COM | 2.03% | $7M | 23.5K |
| 15 | CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 1.94% | $6M | 216.7K |
| 16 | WMTWALMART INChistory → | COM | 1.80% | $6M | 53.3K |
| 17 | CARRCARRIER GLOBAL CORPORATIONhistory → | COM | 1.79% | $6M | 111.8K |
| 18 | URIUNITED RENTALS INChistory → | COM | 1.75% | $6M | 7.1K |
| 19 | RRYDER SYS INChistory → | COM | 1.68% | $6M | 29.0K |
| 20 | HDHOME DEPOT INChistory → | COM | 1.58% | $5M | 15.2K |
| 21 | KMIKINDER MORGAN INC DELhistory → | COM | 1.52% | $5M | 182.3K |
| 22 | GOOGLALPHABET INChistory → | CAP STK CL A | 1.49% | $5M | 15.7K |
| 23 | ESEVERSOURCE ENERGYhistory → | COM | 1.34% | $4M | 65.6K |
| 24 | NVDANVIDIA CORPORATIONhistory → | COM | 1.29% | $4M | 22.9K |
| 25 | VVISA INChistory → | COM CL A | 1.10% | $4M | 10.4K |
| 26 | EQREQUITY RESIDENTIALhistory → | SH BEN INT | 1.05% | $3M | 55.0K |
| 27 | ENBENBRIDGE INChistory → | COM | 1.04% | $3M | 72.1K |
| 28 | TOLTOLL BROTHERS INC | COM | 0.99% | $3M | 24.2K |
| 29 | PSAPUBLIC STORAGE OPER CO | COM | 0.96% | $3M | 12.2K |
| 30 | AVALONBAY CMNTYS INC | COM | 0.92% | $3M | 16.7K |
| 31 | PSXPHILLIPS 66 | COM | 0.83% | $3M | 21.3K |
| 32 | VICIVICI PPTYS INC | COM | 0.79% | $3M | 93.4K |
| 33 | CGDVUSDCAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 0.72% | $2M | 54.8K |
| 34 | AFLAFLAC INC | COM | 0.66% | $2M | 19.9K |
| 35 | TEMTEMPUS AI INC | CL A | 0.65% | $2M | 36.4K |
| 36 | ABNBAIRBNB INC | COM CL A | 0.60% | $2M | 14.5K |
| 37 | STWDSTARWOOD PPTY TR INC | COM | 0.59% | $2M | 109.0K |
| 38 | VANGUARD WORLD FD | INDUSTRIAL ETF | 0.56% | $2M | 6.2K |
| 39 | LHLABCORP HOLDINGS INC | COM SHS | 0.52% | $2M | 6.9K |
| 40 | KOCOCA COLA CO | COM | 0.48% | $2M | 22.6K |
| 41 | NFLXNETFLIX INC | COM | 0.47% | $2M | 16.7K |
| 42 | JNJJOHNSON & JOHNSON | COM | 0.45% | $1M | 7.2K |
| 43 | GSGOLDMAN SACHS GROUP INC | COM | 0.39% | $1M | 1.5K |
| 44 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 0.28% | $910,278 | 11.4K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $300M | 86 | May 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $330M | 91 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $346M | 98 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $349M | 97 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $318M | 88 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $331M | 91 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $325M | 83 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $297M | 83 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $290M | 80 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $261M | 79 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $226M | 79 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $228M | 78 | Aug 4, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $232M | 80 | May 3, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $186M | 73 | Feb 8, 2023 | 13F-HR | changes · 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 ↗.