CIK: 0001962933
Total reported value
$299.7M
Reporting period: 2026-03-31 · Number of holdings: 86
Riverview Capital Advisers, LLC disclosed 86 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $299.7M and a quarterly turnover rate of 28.2%.
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Riverview Capital Advisers, LLC's disclosed holdings carry a Herfindahl concentration index of 0.035 — mathematically equivalent to about 28 equally-sized positions, well below its 86 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.43), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim VB
-96.8% -$12.9M
Add CGDV
+188.3% $4.3M
Add NOW
+2048.1% $3.8M
Trim SPG
-43.2% -$4.1M
Add VCSH
+249.0% $2.2M
Add VO
+4.4% $521.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.11% | +0.45% | +0.67% | |
| 2 | AMZN | Amazon.com INC | Stock-Consumer Disc | 7.87% | -0.03% | +0.09% | |
| 3 | AAPL | Apple INC | Stock-Tech | 7.24% | -0.09% | -4.16% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.47% | +0.67% | +4.38% | |
| 5 | TSLA | Tesla INC | Stock-Consumer Disc | 3.63% | -0.35% | — | |
| 6 | PCLG | Polen Focus Growth ETF | ETF-Other | 3.42% | -0.33% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.16% | +0.23% | +9.29% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.89% | -0.55% | -0.21% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.68% | +0.61% | +20.21% | |
| 10 | MKL | Markel Group INC | Stock-Financials | 2.68% | -0.04% | +0.48% | |
| 11 | CRM | Salesforce INC | Stock-Tech | 2.62% | +2.62% | NEW | |
| 12 | MU | Micron Technology INC | Stock-Tech | 2.61% | +0.58% | -1.49% | |
| 13 | PK | Park Hotels & Resorts INC | Stock-Real Estate | 2.34% | — | -1.80% | |
| 14 | WMT | Walmart INC | Stock-Consumer Staples | 2.28% | +0.48% | +3.13% | |
| 15 | BXP | Bxp INC | Stock-Real Estate | 2.25% | -0.43% | -1.04% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-Other | 2.24% | +1.52% | +188.28% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-Other | 2.22% | +0.28% | +4.13% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 2.05% | +0.26% | -2.40% | |
| 19 | KMI | Kinder Morgan INC | Stock-Energy | 2.05% | +0.53% | +0.49% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.01% | — | +5.21% | |
| 21 | R | Ryder System INC | Stock-Industrials | 2.00% | +0.32% | +0.75% | |
| 22 | SPG | Simon Property Group INC | Stock-Real Estate | 1.84% | -1.07% | -43.22% | |
| 23 | URI | United Rentals INC | Stock-Industrials | 1.71% | -0.04% | -1.75% | |
| 24 | HD | Home Depot INC | Stock-Consumer Disc | 1.66% | +0.08% | -0.60% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.60% | — | +0.30% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.08% | +4.09% | |
| 27 | ES | Eversource Energy | Stock-Utilities | 1.51% | — | -0.43% | |
| 28 | NOW | Servicenow INC | Stock-Tech | 1.35% | +1.27% | +2048.13% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.04% | -0.04% | |
| 30 | ENB | Enbridge INC | Stock-Energy | 1.28% | +0.24% | -1.84% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 1.09% | -0.01% | +3.59% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.05% | +0.77% | +248.99% | |
| 33 | AFL | Aflac INC | Stock-Financials | 0.73% | — | +0.54% | |
| 34 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.66% | +0.66% | NEW | |
| 35 | LH | Labcorp Holdings INC | Stock-Healthcare | 0.62% | — | +0.25% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.57% | — | -0.77% | |
| 37 | STWD | Starwood Property Trust INC | Stock-Real Estate | 0.56% | -0.03% | -10.08% | |
| 38 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.55% | -0.10% | — | |
| 39 | NFLX | Netflix INC | Stock-Comm Services | 0.54% | — | +0.24% | |
| 40 | AVB | Avalonbay Communities INC | Stock-Real Estate | 0.50% | -0.42% | -44.77% | |
| 41 | INDA | Ishares Msci India ETF | ETF-Other | 0.46% | — | +11.49% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | — | -0.73% | |
| 43 | GS | Goldman Sachs Group INC | Stock-Financials | 0.42% | — | +0.54% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | — | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.13% | +0.49% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | — | +9.44% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -0.07% | |
| 48 | CAVA | Cava Group INC | Stock-Consumer Disc | 0.25% | +0.09% | — | |
| 49 | SIRI | Sirius Xm Holdings INC | Stock-Comm Services | 0.24% | — | +8.04% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.21% | -58.86% |
Performance for Q3 2026
+6.1%
Performance Last 4 Quarters
+24.6%
Based on 72% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 86 | $299.7M | 28 | |
| 2025-12-31 | 91 | $330.5M | 11 | |
| 2025-09-30 | 98 | $345.8M | 45 | |
| 2025-06-30 | 97 | $349.0M | 0 | |
| 2025-03-31 | 88 | $318.2M | 0 | |
| 2024-12-31 | 91 | $331.4M | 0 | |
| 2024-09-30 | 83 | $324.7M | 0 | |
| 2024-06-30 | 83 | $296.8M | 0 | |
| 2024-03-31 | 80 | $290.5M | 0 | |
| 2023-12-31 | 79 | $260.6M | 0 | |
| 2023-09-30 | 79 | $225.8M | 0 | |
| 2023-06-30 | 78 | $227.7M | 0 | |
| 2023-03-31 | 80 | $232.4M | 0 | |
| 2022-12-31 | 73 | $186.2M | 0 | |
| 2022-09-30 | 73 | $159.4M | 0 | |
| 2022-06-30 | 81 | $180.8M | 0 | |
| 2022-03-31 | 97 | $217.1M | 0 | |
| 2021-12-31 | 104 | $224.7M | 0 |
Riverview Capital Advisers, LLC's most significant position changes for 2026-03-31: New buy: Salesforce INC (CRM); Sold out: Equity Residential (EQR); Sold out: Toll Brothers INC (TOL); Sold out: Public Storage (PSA); Sold out: Phillips 66 (PSX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGDV | Cap Group Dividend Value | +1.5% | +188.28% | Add |
| 2 | NOW | Servicenow INC | +1.3% | +2048.13% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +248.99% | Add |
| 4 | VO | Vanguard Mid-cap ETF | +0.7% | +4.38% | Add |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +20.21% | Add |
| 6 | MU | Micron Technology INC | +0.6% | -1.49% | Trim |
| 7 | KMI | Kinder Morgan INC | +0.5% | +0.49% | Add |
| 8 | WMT | Walmart INC | +0.5% | +3.13% | Add |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.67% | Add |
| 10 | R | Ryder System INC | +0.3% | +0.75% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.3% | +4.13% | Add |
| 12 | CARR | Carrier Global CORP | +0.3% | -2.40% | Trim |
| 13 | ENB | Enbridge INC | +0.2% | -1.84% | Trim |
| 14 | VUG | Vanguard Growth ETF | +0.2% | +9.29% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +0.49% | Add |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +162.21% | Add |
| 17 | CAVA | Cava Group INC | +0.1% | — | Unchanged |
| 18 | HD | Home Depot INC | +0.1% | -0.60% | Trim |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.09% | Add |
| 20 | NVDA | Nvidia CORP | 0% | -0.04% | Trim |
| 21 | V | Visa Inc-class A Shares | 0% | +3.59% | Add |
| 22 | AMZN | Amazon.com INC | 0% | +0.09% | Add |
| 23 | STWD | Starwood Property Trust INC | 0% | -10.08% | Trim |
| 24 | MKL | Markel Group INC | 0% | +0.48% | Add |
| 25 | URI | United Rentals INC | 0% | -1.75% | Trim |
| 26 | AAPL | Apple INC | -0.1% | -4.16% | Trim |
| 27 | TEM | Tempus Ai Inc-cl A | -0.1% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | -0.2% | -58.86% | Trim |
| 29 | PCLG | Polen Focus Growth ETF | -0.3% | — | Unchanged |
| 30 | TSLA | Tesla INC | -0.4% | — | Unchanged |
| 31 | VIS | Vanguard Industrials ETF | -0.4% | -71.93% | Trim |
| 32 | AVB | Avalonbay Communities INC | -0.4% | -44.77% | Trim |
| 33 | BXP | Bxp INC | -0.4% | -1.04% | Trim |
| 34 | MSFT | Microsoft CORP | -0.6% | -0.21% | Trim |
| 35 | SPG | Simon Property Group INC | -1.1% | -43.22% | Trim |
| 36 | VB | Vanguard Small-cap ETF | -3.9% | -96.81% | Trim |
| 37 | CRM | Salesforce INC | — | NEW | New buy |
| 38 | EQR | Equity Residential | — | EXIT | Sold out |
| 39 | TOL | Toll Brothers INC | — | EXIT | Sold out |
| 40 | PSA | Public Storage | — | EXIT | Sold out |
| 41 | PSX | Phillips 66 | — | EXIT | Sold out |
| 42 | VICI | Vici Properties INC | — | EXIT | Sold out |
| 43 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 44 | ABNB | Airbnb Inc-class A | — | EXIT | Sold out |
| 45 | UBER | Uber Technologies INC | — | EXIT | Sold out |
| 46 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 47 | BA | Boeing Co/the | — | NEW | New buy |
| 48 | DHR | Danaher CORP | — | EXIT | Sold out |
| 49 | ACN | Accenture plc | — | EXIT | Sold out |
| 50 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-13 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-12 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-04 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-03 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-08 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2023-02-08 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2023-02-07 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2023-02-07 | 13F-HR | View on EDGAR |
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