RT

Riverview Trust Co

Momentum followerLong-term holder

Total reported value

$81.2M

Reporting period: 2026-03-31 · Number of holdings: 220

Riverview Trust Co disclosed 220 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $81.2M and a quarterly turnover rate of 9.1%.

Browse other institutions with under $100M AUMBrowse other institutions starting with "R"

Personality snowflake

Concentration
35.29
Portfolio Stability
9.13
Momentum/Contrarian
100
Sector conviction
55.55
Diversification
100
Sizing Uniformity
58.89

Recent moves

  • Add IEFA

    +0.1%　$184.5K

  • Trim MSFT

    0.0%　-$531.9K

  • Add STX

    0.0%　$445.6K

  • Add KLAC

    0.0%　$383.4K

  • Add DE

    0.0%　$195.2K

  • Add CSX

    +237.9%　$192.1K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 202 holdings (of 220 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1FMUNFidelity System Muni Bnd ETFETF-Other21.48%+0.22%—
2IEFAIshares Core Msci Eafe ETFETF-Other17.53%+0.62%+0.12%
3VVVanguard Large-cap ETFETF-Other6.50%-0.19%—
4VEAVanguard Ftse Developed ETFETF-Other3.82%+0.18%—
5AGGIshares Core U.s. AggregateETF-Other3.16%——
6KLACKla CORPStock-Tech2.70%+0.52%—
7MSFTMicrosoft CORPStock-Tech2.14%-0.59%—
8VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.02%-0.05%—
9STXSeagate Technology Holdings plcStock-Tech1.85%+0.58%—
10VTIVanguard Total Stock Mkt ETFETF-Other1.82%-0.04%—
11AVGOBroadcom INCStock-Tech1.67%-0.16%—
12JPMJpmorgan Chase & CoStock-Financials1.43%-0.10%—
13DEDeere & CoStock-Industrials1.39%+0.27%—
14VOVanguard Mid-cap ETFETF-Other1.38%——
15VBVanguard Small-cap ETFETF-Other1.27%—-3.38%
16BRK-BBerkshire Hathaway Inc-cl BStock-Other1.21%-0.03%—
17AAPLApple INCStock-Tech1.13%-0.06%—
18COSTCostco Wholesale CORPStock-Consumer Staples0.99%+0.16%—
19JNJJohnson & JohnsonStock-Healthcare0.88%+0.15%—
20LOWLowe's Cos INCStock-Consumer Disc0.88%——
21ABBVAbbvie INCStock-Healthcare0.86%-0.02%—
22BLKBlackrock INCStock-Financials0.69%-0.08%-2.01%
23VXUSVanguard Total Intl StockETF-Other0.69%——
24ITWIllinois Tool WorksStock-Industrials0.68%——
25IDEVIshares Core Msci Dev MktsETF-Other0.62%-0.03%-8.30%
26IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.58%——
27PEGPublic Service Enterprise GpStock-Utilities0.55%——
28RYRoyal Bank Of CanadaStock-Financials0.52%——
29VFMOVanguard US Momentum FactorETF-Other0.52%——
30COFCapital One Financial CORPStock-Financials0.50%-0.15%—
31CSCOCisco Systems INCStock-Tech0.48%——
32PGProcter & Gamble Co/theStock-Consumer Staples0.48%—-0.70%
33LMTLockheed Martin CORPStock-Industrials0.48%+0.10%-1.68%
34PEPPepsico INCStock-Consumer Staples0.46%——
35ABTAbbott LaboratoriesStock-Healthcare0.41%-0.08%—
36COPConocophillipsStock-Energy0.39%+0.12%—
37IWRIshares Russell Mid-cap ETFETF-Other0.38%——
38ITOTIshares Core S&p Total U.s.ETF-Other0.38%——
39CVXChevron CORPStock-Energy0.38%+0.10%-3.09%
40NVDANvidia CORPStock-Tech0.37%-0.07%-10.31%
41PAYXPaychex INCStock-Tech0.37%-0.07%—
42AMZNAmazon.com INCStock-Consumer Disc0.36%——
43GOOGAlphabet Inc-cl CStock-Comm Services0.33%-0.14%-24.76%
44MCDMcdonald's CORPStock-Consumer Disc0.33%—-3.24%
45CSXCsx CORPStock-Industrials0.32%+0.24%+237.92%
46GOOGLAlphabet Inc-cl AStock-Comm Services0.32%——
47IEMGIshares Core Msci EmergingETF-Emerging Markets0.30%——
48TAt&t INCStock-Comm Services0.29%——
49USBUS BancorpStock-Financials0.29%—-6.12%
50GSGoldman Sachs Group INCStock-Financials0.28%——
1–50 of 202

Holding changes this quarter

Riverview Trust Co's most significant position changes for 2026-03-31: Sold out: Bank Of America CORP (BAC 7.25 PERP L); Sold out: Wells Fargo & Company (WFC 7.5 PERP L); Sold out: Unilever Plc-sponsored Adr (UL); Sold out: Fomento Economico Mex-sp Adr (FMX); Sold out: Totalenergies Se.

Position changes disclosed by Riverview Trust Co for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IEFAIshares Core Msci Eafe ETF+0.6%+0.12%Add
2STXSeagate Technology Holdings plc+0.6%—Unchanged
3KLACKla CORP+0.5%—Unchanged
4DEDeere & Co+0.3%—Unchanged
5CSXCsx CORP+0.2%+237.92%Add
6FMUNFidelity System Muni Bnd ETF+0.2%—Unchanged
7VEAVanguard Ftse Developed ETF+0.2%—Unchanged
8COSTCostco Wholesale CORP+0.2%—Unchanged
9JNJJohnson & Johnson+0.2%—Unchanged
10COPConocophillips+0.1%—Unchanged
11CVXChevron CORP+0.1%-3.09%Trim
12LMTLockheed Martin CORP+0.1%-1.68%Trim
13UNPUnion Pacific CORP+0.1%+355.56%Add
14GEVGE Vernova INC+0.1%—Unchanged
15LRCXLam Research CORP+0.1%—Unchanged
16ABBVAbbvie INC0%—Unchanged
17BRK-BBerkshire Hathaway Inc-cl B0%—Unchanged
18IDEVIshares Core Msci Dev Mkts0%-8.30%Trim
19VTIVanguard Total Stock Mkt ETF0%—Unchanged
20IBMIntl Business Machines CORP0%—Unchanged
21VVisa Inc-class A Shares0%-51.55%Trim
22UNHUnitedhealth Group INC0%-68.75%Trim
23ALLAllstate CORP0%-25.08%Trim
24VOOVanguard S&p 500 ETF-0.1%—Unchanged
25ORCLOracle CORP-0.1%—Unchanged
26BDXBecton Dickinson And Co-0.1%-13.79%Trim
27LUVSouthwest Airlines Co-0.1%-74.96%Trim
28AAPLApple INC-0.1%—Unchanged
29PAYXPaychex INC-0.1%—Unchanged
30NVDANvidia CORP-0.1%-10.31%Trim
31HONHoneywell International INC-0.1%-55.08%Trim
32BLKBlackrock INC-0.1%-2.01%Trim
33ABTAbbott Laboratories-0.1%—Unchanged
34JPMJpmorgan Chase & Co-0.1%—Unchanged
35QCOMQualcomm INC-0.1%-6.64%Trim
36GOOGAlphabet Inc-cl C-0.1%-24.76%Trim
37COFCapital One Financial CORP-0.2%—Unchanged
38AVGOBroadcom INC-0.2%—Unchanged
39METAMeta Platforms Inc-class A-0.2%-32.19%Trim
40VVVanguard Large-cap ETF-0.2%—Unchanged
41MSFTMicrosoft CORP-0.6%—Unchanged
42BAC 7.25 PERP LBank Of America CORP—EXITSold out
43WFC 7.5 PERP LWells Fargo & Company—EXITSold out
44ULUnilever Plc-sponsored Adr—EXITSold out
45FMXFomento Economico Mex-sp Adr—EXITSold out
46✓ Totalenergies Se—EXITSold out
47SUSuncor Energy INC—EXITSold out
48NSCNorfolk Southern CORP—NEWNew buy
49VLOValero Energy CORP—EXITSold out
50ROPRoper Technologies INC—EXITSold out

FAQ

What is Riverview Trust Co and what type of investor is it?
Riverview Trust Co is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $81.2M, spread across 220 disclosed positions.
What are Riverview Trust Co's largest equity positions?
Based on the latest 13F filing, Riverview Trust Co's top holdings by market value are: 1. Fidelity System Muni Bnd ETF (FMUN) — $17.4M (21.5%) 2. Ishares Core Msci Eafe ETF (IEFA) — $14.2M (17.5%) 3. Vanguard Large-cap ETF (VV) — $5.3M (6.5%) 4. Vanguard Ftse Developed ETF (VEA) — $3.1M (3.8%) 5. Ishares Core U.s. Aggregate (AGG) — $2.6M (3.2%)
What changes did Riverview Trust Co make in its most recent portfolio filing?
In the latest reported quarter, Riverview Trust Co made 26 notable position adjustments: 1 new positions were initiated, 3 existing holdings were added to, 14 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Bank Of America CORP (BAC 7.25 PERP L); Sold out: Wells Fargo & Company (WFC 7.5 PERP L); Sold out: Unilever Plc-sponsored Adr (UL); Sold out: Fomento Economico Mex-sp Adr (FMX); Sold out: Totalenergies Se
What sectors does Riverview Trust Co focus on?
Riverview Trust Co is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 33.8% • Financials: 17.4% • Industrials: 14.2% • Health Care: 8.9% • Consumer Staples: 6.5% • Consumer Discretionary: 5.4%

Peer Institutions

Institutions with a similar AUM

MW

Morgens Waterfall Vintiadis & Co INC

Total reported value

$81.2M

14 stks

2026-03-31

Concentration33.6
Portfolio Stability78.5
Sector conviction74.9

AUM within 0.0% of this institution

View detail
SW

Significant Wealth Partners LLC

Total reported value

$81.2M

111 stks

2026-03-31

Concentration8.0
Portfolio Stability100.0
Sector conviction50.4

AUM within 0.0% of this institution

View detail
SP

Sonoma Private Wealth LLC

Total reported value

$81.2M

67 stks

2026-03-31

Concentration17.3
Portfolio Stability24.0
Sector conviction100.0

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

RP

Resource Planning Group

Total reported value

$157.3M

72 stks

2023-12-31

Concentration17.9
Portfolio Stability0.0
Sector conviction77.0

3 of the top 5 holdings overlap, including Ishares Core U.s. Aggregate

View detail
AF

Affiance Financial, LLC

Total reported value

$695.4M

111 stks

2026-06-30

Concentration34.4
Portfolio Stability13.1
Sector conviction53.0

3 of the top 5 holdings overlap, including Ishares Core U.s. Aggregate

View detail
AW

Abound Wealth Management

Total reported value

$503.9M

1,361 stks

2026-06-30

Concentration23.1
Portfolio Stability17.0
Sector conviction80.7

3 of the top 5 holdings overlap, including Ishares Core U.s. Aggregate

View detail