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CIK: 0001593600
Total reported value
$83.9M
$83.9M
224 檔
50.2%
At the close of Q2 2025, Riverview Trust Co disclosed equity holdings valued at approximately $83.9M, spread across 224 reported holdings.
During Q2 2025, Riverview Trust Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including FMUN, IEFA, VV) accounted for 50.2% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity System Muni Bnd ETF | ETF-Other | 23.45% | -4.09% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 16.08% | -0.72% | -0.85% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-Other | 6.27% | +0.73% | — | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.43% | +0.28% | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.19% | -0.66% | — | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.90% | -0.11% | -54.33% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.22% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.79% | +0.21% | — | |
| 9 | KLAC | Kla CORP | Stock-Tech | 1.66% | +2.66% | -12.15% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.30% | -44.63% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | +0.10% | -49.91% | |
| 12 | DE | Deere & Co | Stock-Industrials | 1.26% | +0.12% | -15.38% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | +0.12% | — | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.21% | -0.14% | — | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.10% | -20.04% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.95% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.04% | -84.37% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.91% | — | — | |
| 19 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.83% | -0.09% | -20.84% | |
| 20 | BLK | Blackrock Inc | Stock-Financials | 0.78% | -0.02% | -8.29% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | -0.08% | -48.55% | |
| 22 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.69% | +2.55% | — | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 0.65% | — | -20.52% | |
| 24 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.62% | -0.62% | EXIT | |
| 25 | PAYX | Paychex Inc | Stock-Tech | 0.59% | +0.01% | -3.79% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.06% | -2.55% | |
| 27 | COF | Capital One Financial CORP | Stock-Financials | 0.59% | +0.03% | -12.07% | |
| 28 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.58% | -0.02% | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.55% | -0.06% | -64.33% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | — | -42.83% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.01% | -21.85% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.01% | -77.92% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | +0.05% | — | |
| 34 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.53% | -0.52% | EXIT | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.05% | -29.80% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.44% | +0.23% | -45.33% | |
| 37 | RY | Royal Bank Of Canada | Stock-Financials | 0.43% | +0.12% | -1.47% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.40% | -0.07% | -5.91% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.04% | -88.81% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | -0.05% | -83.81% | |
| 41 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.38% | -0.09% | -26.79% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | +0.04% | — | |
| 43 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | -0.15% | -25.64% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.01% | -67.08% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.01% | -21.02% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.29% | -0.09% | -35.05% | |
| 47 | UL | Unilever PLC | Stock-Consumer Staples | 0.29% | — | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | +0.02% | -56.06% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | -0.06% | -83.84% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.27% | +0.03% | -15.22% |
According to official SEC Form 13F filings, Riverview Trust Co reported a total U.S. public equity portfolio value of $83.9M across 224 disclosed positions in Q2 2025.
During Q2 2025, Riverview Trust Co's top holdings by market value included FMUN (23.4%)、IEFA (16.1%)、VV (6.3%). The largest single position, FMUN, represented 23.4% of total portfolio value.
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In Q2 2025, Riverview Trust Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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