Riverview Capital Advisers, LLC

CIK 0001962933 • 6 13F filings • May 13, 2025 – Aug 13, 2026

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Filer information

Filed by: Riverview Capital Advisers, LLC, CCO
Address: 265 FRANKLIN STREET, SUITE 400, BOSTON, MA, 02110
Phone: 617-423-0080
AUM: $330.5M

AUM over time

$348.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $349.0M97 positionsView on SEC.gov

			% of Portfolio
ACV AUCTIONS INC	COM CL A	$261K	0.1%Prev: 0.0%	16,061 SH	Increased
AFLAC INC	COM	$2.1M	0.6%Prev: 0.7%	19,880 SH	Decreased-107 SH
AIRBNB INC	COM CL A	$2.6M	0.7%	19,769 SH	New
ALPHABET INC	CAP STK CL A	$3.9M	1.1%Prev: 1.6%	22,176 SH	Decreased+5,847 SH
AMAZON COM INC	COM	$25.4M	7.3%Prev: 7.9%	115,701 SH	Increased+2,469 SH
APPLE INC	COM	$18.6M	5.3%Prev: 7.2%	90,692 SH	Decreased+5,250 SH
ASTRAZENECA PLC	SPONSORED ADR	$838K	0.2%	11,991 SH	New
AVALONBAY CMNTYS INC	COM	$4.4M	1.3%Prev: 0.5%	21,562 SH	Increased+12,328 SH
BANK AMERICA CORP	COM	$213K	0.1%Prev: 0.1%	4,498 SH	Decreased+74 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$25.4M	7.3%Prev: 8.1%	52,331 SH	Increased+1,619 SH
BHP GROUP LTD	SPONSORED ADS	$3.0M	0.9%	63,170 SH	New
BLACKSTONE INC	COM	$698K	0.2%Prev: 0.2%	4,667 SH	Increased+376 SH
BXP INC	COM	$9.1M	2.6%Prev: 2.3%	134,273 SH	Increased+4,175 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.0M	0.6%Prev: 2.2%	51,166 SH	Decreased-106,848 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$5.7M	1.6%Prev: 2.2%	209,576 SH	Decreased-16,043 SH
CARRIER GLOBAL CORPORATION	COM	$10.2M	2.9%Prev: 2.1%	139,977 SH	Increased+30,845 SH
CAVA GROUP INC	COM	$2.2M	0.6%Prev: 0.3%	25,772 SH	Increased+16,500 SH
CELLECTAR BIOSCIENCES INC	COM NEW	$75K	0.0%Prev: 0.0%	10,500 SH	Increased+116 SH
COCA COLA CO	COM	$4.0M	1.2%Prev: 0.6%	56,872 SH	Increased+34,495 SH
DANAHER CORPORATION	COM	$206K	0.1%	1,041 SH	New
DIGIASIA CORP	SHS	$9K	0.0%	16,274 SH	New
DRAFTKINGS INC NEW	COM CL A	$445K	0.1%Prev: 0.1%	10,378 SH	Increased
ELECTRONIC ARTS INC	COM	$666K	0.2%	4,168 SH	New
ENBRIDGE INC	COM	$3.3M	0.9%Prev: 1.3%	72,603 SH	Decreased+1,812 SH
EQUITY RESIDENTIAL	SH BEN INT	$4.6M	1.3%	68,626 SH	New
EVERSOURCE ENERGY	COM	$4.2M	1.2%Prev: 1.5%	66,328 SH	Decreased+1,051 SH
EXXON MOBIL CORP	COM	$670K	0.2%Prev: 0.4%	6,212 SH	Decreased-153 SH
FIRST SOLAR INC	COM	$5.9M	1.7%	35,483 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$202K	0.1%	2,669 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.1M	0.3%Prev: 0.4%	1,558 SH	Decreased+76 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$541K	0.2%Prev: 0.1%	6,373 SH	Increased
HOME DEPOT INC	COM	$6.0M	1.7%Prev: 1.7%	16,378 SH	Increased+1,250 SH
HONEYWELL INTL INC	COM	$1.1M	0.3%	4,731 SH	New
IMUNON INC	COM	$9K	0.0%	11,715 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$18.6M	5.3%	102,307 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$356K	0.1%Prev: 0.2%	5,818 SH	Decreased-10,347 SH
ISHARES TR	CORE S&P500 ETF	$246K	0.1%Prev: 0.1%	396 SH	Decreased-1 SH
ISHARES TR	MSCI INDIA ETF	$1.4M	0.4%Prev: 0.5%	25,926 SH	Increased-3,189 SH
ISHARES TR	RUS 1000 GRW ETF	$1.4M	0.4%Prev: 0.4%	3,196 SH	Increased+68 SH
ISHARES TR	RUS 1000 VAL ETF	$4.6M	1.3%Prev: 1.6%	23,660 SH	Decreased+1,266 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.3%Prev: 0.4%	9,834 SH
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.2%	7,150 SH	Increased+4,200 SH
JPMORGAN CHASE & CO.	COM	$775K	0.2%	2,674 SH	New
KINDER MORGAN INC DEL	COM	$6.7M	1.9%Prev: 2.0%	227,526 SH	Increased+44,367 SH
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$593K	0.2%Prev: 0.2%	24,718 SH	Decreased+215 SH
LABCORP HOLDINGS INC	COM SHS	$1.9M	0.6%Prev: 0.6%	7,404 SH	Increased+482 SH
LITHIUM ARGENTINA AG	COM SHS	$227K	0.1%Prev: 0.1%	109,035 SH	Decreased+48,249 SH
MERITAGE HOMES CORP	COM	$1.6M	0.4%	23,225 SH	New
META PLATFORMS INC	CL A	$643K	0.2%Prev: 0.3%	871 SH	Decreased-636 SH
MICRON TECHNOLOGY INC	COM	$3.4M	1.0%Prev: 2.6%	27,525 SH	Decreased+4,373 SH
MICROSOFT CORP	COM	$11.0M	3.2%Prev: 2.9%	22,133 SH	Increased-1,296 SH
MICROSTRATEGY INC	CL A NEW	$771K	0.2%	1,908 SH	New
MOELIS & CO	CL A	$251K	0.1%	4,034 SH	New
NETFLIX INC	COM	$2.2M	0.6%	1,633 SH	New
NIKE INC	CL B	$536K	0.2%	7,545 SH	New
NVIDIA CORPORATION	COM	$3.4M	1.0%Prev: 1.3%	21,795 SH	Decreased-1,062 SH
ORACLE CORP	COM	$301K	0.1%Prev: 0.1%	1,379 SH	Decreased-1,593 SH
PARK HOTELS & RESORTS INC	COM	$6.9M	2.0%Prev: 2.3%	676,496 SH	Decreased+10,818 SH
PEPSICO INC	COM	$405K	0.1%Prev: 0.2%	3,064 SH	Decreased+59 SH
PHILLIPS 66	COM	$2.5M	0.7%	21,248 SH	New
PUBLIC STORAGE OPER CO	COM	$4.2M	1.2%	14,205 SH	New
QUEST DIAGNOSTICS INC	COM	$1.1M	0.3%	6,069 SH	New
RIO TINTO PLC	SPONSORED ADR	$1.3M	0.4%	21,623 SH	New
RYDER SYS INC	COM	$4.6M	1.3%Prev: 2.0%	29,079 SH	Decreased-149 SH
SALESFORCE INC	COM	$1.6M	0.5%Prev: 2.6%	5,853 SH	Decreased-36,214 SH
SCHLUMBERGER LTD	COM STK	$3.1M	0.9%	91,515 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$425K	0.1%Prev: 0.1%	17,382 SH	Increased+1,967 SH
SELECT SECTOR SPDR TR	FINANCIAL	$397K	0.1%	7,587 SH	New
SERA PROGNOSTICS INC	CLASS A COM	$35K	0.0%Prev: 0.0%	12,733 SH	Increased+64 SH
SHARPS TECHNOLOGY INC	*W EXP 99/99/999	$677	0.0%	22,637 SH	New
SHERWIN WILLIAMS CO	COM	$715K	0.2%	2,082 SH	New
SIMON PPTY GROUP INC NEW	COM	$8.7M	2.5%Prev: 1.8%	54,109 SH	Increased+24,584 SH
SIRIUSXM HOLDINGS INC	COMMON STOCK	$298K	0.1%Prev: 0.2%	12,967 SH	Decreased-18,785 SH
SPDR S&P 500 ETF TR	TR UNIT	$685K	0.2%	1,108 SH	New
STANLEY BLACK & DECKER INC	COM	$1.0M	0.3%	15,422 SH	New
STARWOOD PPTY TR INC	COM	$2.5M	0.7%Prev: 0.6%	126,605 SH	Increased+28,584 SH
STRYKER CORPORATION	COM	$1.7M	0.5%Prev: 0.2%	4,319 SH	Increased+2,946 SH
SWEETGREEN INC	COM CL A	$3.7M	1.1%Prev: 0.1%	251,203 SH	Increased+217,003 SH
TEMPUS AI INC	CL A	$3.0M	0.8%Prev: 0.5%	46,441 SH	Increased+10,000 SH
TESLA INC	COM	$9.0M	2.6%Prev: 3.6%	28,456 SH	Decreased-829 SH
TOLL BROTHERS INC	COM	$2.8M	0.8%	24,404 SH	New
UBER TECHNOLOGIES INC	COM	$581K	0.2%	6,231 SH	New
UNITED PARCEL SERVICE INC	CL B	$3.4M	1.0%	33,478 SH	New
UNITED RENTALS INC	COM	$5.4M	1.5%Prev: 1.7%	7,166 SH	Increased+142 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.8M	2.5%Prev: 3.2%	19,976 SH	Decreased-1,732 SH
VANGUARD INDEX FDS	MID CAP ETF	$17.6M	5.0%Prev: 5.5%	62,758 SH	Increased+5,729 SH
VANGUARD INDEX FDS	SMALL CP ETF	$12.6M	3.6%Prev: 0.1%	53,189 SH	Increased+51,537 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.4M	1.5%Prev: 2.0%	17,671 SH	Decreased-1,125 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$289K	0.1%Prev: 0.1%	5,846 SH	Decreased
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$235K	0.1%Prev: 1.1%	2,960 SH	Decreased-36,884 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.2M	1.8%Prev: 2.7%	30,255 SH	Decreased-7,111 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$2.1M	0.6%Prev: 0.2%	7,429 SH	Increased+5,695 SH
VANGUARD WORLD FD	INF TECH ETF	$587K	0.2%Prev: 0.2%	885 SH	Decreased-1 SH
VICI PPTYS INC	COM	$2.9M	0.8%	88,657 SH	New
VISA INC	COM CL A	$3.7M	1.1%Prev: 1.1%	10,494 SH	Increased-282 SH
WALMART INC	COM	$5.3M	1.5%Prev: 2.3%	54,663 SH	Decreased-346 SH
WISDOMTREE TR	INDIA ERNGS FD	$420K	0.1%Prev: 0.1%	8,855 SH	Increased

Sold (vs prior filing)

BOEING CO — $334K
COSTAR GROUP INC — $241K
ELI LILLY & CO — $468K
FUNDVANTAGE TR — $10.2M
IMUNON INC — $248K
INDIE SEMICONDUCTOR INC — $53K
INTERNATIONAL BUSINESS MACHS — $210K
ISHARES TR — $436K
ISHARES TR — $231K
JPMORGAN CHASE & CO — $793K
MARKEL GROUP INC — $8.0M
MASTERCARD INCORPORATED — $372K
NETFLIX INC. — $1.6M
OTIS WORLDWIDE CORP — $2.0M
SELECT SECTOR SPDR TR — $376K
SERVICENOW INC — $4.0M
SHOPIFY INC — $311K
SPOTIFY TECHNOLOGY S A — $206K
STATE STR SPDR S&P 500 ETF T — $643K
STRATEGY INC — $238K
… and 1 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001962933-26-000001	$330.5M	View
Nov 12, 2025	Q3 2025	13F-HR	0001962933-25-000006	$345.8M	View
Aug 13, 2026	Q2 2026