Riverview Capital Advisers, LLC — Q3 2025 13F Holdings

Name: Riverview Capital Advisers, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001962933

Total reported value

$299.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	7.57%	+0.45%	-0.56%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	7.19%	-0.03%	-2.18%
3	AAPL	Apple INC	Stock-Tech	6.66%	-0.09%	-0.28%
4	VO	Vanguard Mid-cap ETF	ETF-Other	4.61%	+0.67%	-13.46%
5	VB	Vanguard Small-cap ETF	ETF-Other	3.85%	-3.91%	-1.59%
6	TSLA	Tesla INC	Stock-Consumer Disc	3.77%	-0.35%	+2.91%
7	PCLG	Polen Focus Growth ETF	ETF-Other	3.62%	-0.33%	—
8	MSFT	Microsoft CORP	Stock-Tech	3.61%	-0.55%	+8.83%
9	BXP	Bxp INC	Stock-Real Estate	2.86%	-0.43%	-0.75%
10	SPG	Simon Property Group INC	Stock-Real Estate	2.86%	-1.07%	-2.60%
11	VUG	Vanguard Growth ETF	ETF-Other	2.80%	+0.23%	+0.93%
12	CARR	Carrier Global CORP	Stock-Industrials	2.42%	+0.26%	+0.07%
13	MKL	Markel Group INC	Stock-Financials	2.40%	-0.04%	—
14	PK	Park Hotels & Resorts INC	Stock-Real Estate	2.16%	—	-0.56%
15	URI	United Rentals INC	Stock-Industrials	1.98%	-0.04%	—
16	HD	Home Depot INC	Stock-Consumer Disc	1.93%	+0.08%	+0.49%
17	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.89%	+0.61%	+0.04%
18	CGXU	Cap Group Intl Focus	ETF-Other	1.81%	+0.28%	+0.57%
19	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	1.64%	—	-2.13%
20	WMT	Walmart INC	Stock-Consumer Staples	1.63%	+0.48%	+0.05%
21	R	Ryder System INC	Stock-Industrials	1.59%	+0.32%	—
22	KMI	Kinder Morgan INC	Stock-Energy	1.50%	+0.53%	-19.43%
23	IWD	Ishares Russell 1000 Value E	ETF-Other	1.37%	—	-1.67%
24	ES	Eversource Energy	Stock-Utilities	1.37%	—	+0.12%
25	MU	Micron Technology INC	Stock-Tech	1.33%	+0.58%	+0.09%
26	NVDA	Nvidia CORP	Stock-Tech	1.24%	+0.04%	+5.50%
27	V	Visa Inc-class A Shares	Stock-Financials	1.15%	-0.01%	+10.66%
28	PSA	Public Storage	Stock-Real Estate	1.13%	-0.96%	EXIT
29	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.13%	+0.08%	-27.68%
30	KO	Coca-cola Co/the	Stock-Consumer Staples	1.09%	—	+0.05%
31	ENB	Enbridge INC	Stock-Energy	1.06%	+0.24%	—
32	EQR	Equity Residential	Stock-Real Estate	1.04%	-1.05%	EXIT
33	TOL	Toll Brothers INC	Stock-Consumer Disc	0.98%	-0.99%	EXIT
34	AVB	Avalonbay Communities INC	Stock-Real Estate	0.96%	-0.42%	-20.59%
35	TEM	Tempus Ai Inc-cl A	Stock-Healthcare	0.85%	-0.10%	-21.53%
36	PSX	Phillips 66	Stock-Energy	0.84%	-0.83%	EXIT
37	VICI	Vici Properties INC	Stock-Real Estate	0.83%	-0.79%	EXIT
38	STWD	Starwood Property Trust INC	Stock-Real Estate	0.71%	-0.03%	-0.45%
39	AFL	Aflac INC	Stock-Financials	0.64%	—	—
40	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.64%	+0.12%	+483.50%
41	VIS	Vanguard Industrials ETF	ETF-Other	0.63%	-0.38%	-0.74%
42	NFLX	Netflix INC	Stock-Comm Services	0.61%	—	+7.78%
43	CGDV	Cap Group Dividend Value	ETF-Other	0.61%	+1.52%	-2.70%
44	LH	Labcorp Holdings INC	Stock-Healthcare	0.57%	—	-6.74%
45	ABNB	Airbnb Inc-class A	Stock-Consumer Disc	0.54%	-0.60%	EXIT
46	SYK	Stryker CORP	Stock-Healthcare	0.46%	—	—
47	IWF	Ishares Russell 1000 Growth	ETF-Other	0.42%	—	-1.94%
48	JNJ	Johnson & Johnson	Stock-Healthcare	0.38%	-0.21%	+0.13%
49	INDA	Ishares Msci India ETF	ETF-Other	0.36%	—	-7.10%
50	GS	Goldman Sachs Group INC	Stock-Financials	0.36%	—	+0.26%

1–50 of 98

Holding changes this quarter

Position changes disclosed by Riverview Capital Advisers, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	TSLA	Tesla INC	+1.7%	+2.91%	Add
2	HD	Home Depot INC	+1.5%	+0.49%	Add
3	AMZN	Amazon.com INC	+1.2%	-2.18%	Add
4	MSFT	Microsoft CORP	+1%	+8.83%	Add
5	BRK-B	Berkshire Hathaway Inc-cl B	+0.6%	-0.56%	Add
6	PK	Park Hotels & Resorts INC	+0.6%	-0.56%	Add
7	IBIT	Ishares Bitcoin Trust ETF	+0.6%	+483.50%	Add
8	MU	Micron Technology INC	+0.5%	+0.09%	Trim
9	VUG	Vanguard Growth ETF	+0.5%	+0.93%	Add
10	NVDA	Nvidia CORP	+0.5%	+5.50%	Add
11	TEM	Tempus Ai Inc-cl A	+0.4%	-21.53%	Add
12	CARR	Carrier Global CORP	+0.4%	+0.07%	Add
13	CGXU	Cap Group Intl Focus	+0.2%	+0.57%	Add
14	META	Meta Platforms Inc-class A	+0.1%	+59.93%	Add
15	NFLX	Netflix INC	+0.1%	+7.78%	Add
16	VIG	Vanguard Dividend Apprec ETF	+0.1%	+0.04%	Add
17	WMT	Walmart INC	+0.1%	+0.05%	Trim
18	VTI	Vanguard Total Stock Mkt ETF	+0.1%	-2.13%	Trim
19	GOOGL	Alphabet Inc-cl A	+0.1%	-27.68%	Trim
20	AAPL	Apple INC	—	-0.28%	Trim
21	SPG	Simon Property Group INC	-0.1%	-2.60%	Trim
22	ABNB	Airbnb Inc-class A	-0.2%	-22.39%	Trim
23	PSX	Phillips 66	-0.2%	+1.06%	Trim
24	KO	Coca-cola Co/the	-0.3%	+0.05%	Trim
25	VICI	Vici Properties INC	-0.3%	-0.31%	Trim
26	ES	Eversource Energy	-0.4%	+0.12%	Trim
27	STWD	Starwood Property Trust INC	-0.4%	-0.45%	Trim
28	AVB	Avalonbay Communities INC	-0.5%	-20.59%	Trim
29	EQR	Equity Residential	-0.5%	-19.41%	Trim
30	CAVA	Cava Group INC	-0.5%	-64.02%	Trim
31	PSA	Public Storage	-0.6%	-4.59%	Trim
32	VO	Vanguard Mid-cap ETF	-0.6%	-13.46%	Trim
33	VB	Vanguard Small-cap ETF	-0.6%	-1.59%	Trim
34	KMI	Kinder Morgan INC	-0.6%	-19.43%	Trim
35	RSP	Invesco S&p 500 Equal Weight	—	EXIT	Sold out
36	PCLG	Polen Focus Growth ETF	—	NEW	New buy
37	SG	Sweetgreen INC - Class A	—	EXIT	Sold out
38	MKL	Markel Group INC	—	NEW	New buy
39	URI	United Rentals INC	—	NEW	New buy
40	R	Ryder System INC	—	NEW	New buy
41	FSLR	First Solar INC	—	EXIT	Sold out
42	NKE	Nike INC -cl B	—	EXIT	Sold out
43	BHP	Bhp Group Ltd-spon Adr	—	EXIT	Sold out
44	UPS	United Parcel Service-cl B	—	EXIT	Sold out
45	TOL	Toll Brothers INC	—	NEW	New buy
46	SLB	Slb LTD	—	EXIT	Sold out
47	RIO	Rio Tinto Plc-spon Adr	—	EXIT	Sold out
48	SWK	Stanley Black & Decker INC	—	EXIT	Sold out
49	CRM	Salesforce INC	—	EXIT	Sold out
50	ORCL	Oracle CORP	—	NEW	New buy