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: $345.8M98 positionsView on SEC.gov

			% of Portfolio
ACV AUCTIONS INC	COM CL A	$159K	0.0%Prev: 0.0%	16,061 SH	Increased
AFLAC INC	COM	$2.2M	0.6%Prev: 0.7%	19,880 SH	Decreased+9 SH
AIRBNB INC	COM CL A	$1.9M	0.5%	15,343 SH	New
ALPHABET INC	CAP STK CL A	$3.9M	1.1%Prev: 1.8%	16,038 SH	Decreased-1,113 SH
AMAZON COM INC	COM	$24.9M	7.2%Prev: 7.3%	113,177 SH	Decreased+6,668 SH
APPLE INC	COM	$23.0M	6.7%Prev: 7.2%	90,441 SH	Decreased+4,242 SH
ASTRAZENECA PLC	SPONSORED ADR	$728K	0.2%	9,491 SH	New
AVALONBAY CMNTYS INC	COM	$3.3M	1.0%Prev: 0.5%	17,122 SH	Increased+8,058 SH
BANK AMERICA CORP	COM	$242K	0.1%	4,686 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$26.2M	7.6%Prev: 7.3%	52,038 SH	Increased+1,496 SH
BLACKSTONE INC	COM	$747K	0.2%Prev: 0.1%	4,375 SH	Increased+38 SH
BXP INC	COM	$9.9M	2.9%	133,266 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.1M	0.6%	49,782 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$6.2M	1.8%	210,772 SH	New
CARRIER GLOBAL CORPORATION	COM	$8.4M	2.4%Prev: 1.9%	140,078 SH	Increased+52,099 SH
CAVA GROUP INC	COM	$560K	0.2%Prev: 0.2%	9,272 SH	Decreased+479 SH
CELLECTAR BIOSCIENCES INC	COM NEW	$50K	0.0%Prev: 0.0%	10,384 SH
COCA COLA CO	COM	$3.8M	1.1%Prev: 0.5%	56,901 SH	Increased+34,368 SH
COHERUS ONCOLOGY INC	COM	$21K	0.0%	12,946 SH	New
COINBASE GLOBAL INC	COM CL A	$229K	0.1%	678 SH	New
COSTAR GROUP INC	COM	$250K	0.1%	2,963 SH	New
DANAHER CORPORATION	COM	$208K	0.1%	1,051 SH	New
DRAFTKINGS INC NEW	COM CL A	$436K	0.1%Prev: 0.1%	11,646 SH	Increased+1,268 SH
ELECTRONIC ARTS INC	COM	$841K	0.2%	4,168 SH	New
ELI LILLY & CO	COM	$378K	0.1%Prev: 0.2%	495 SH	Decreased-9 SH
ENBRIDGE INC	COM	$3.7M	1.1%Prev: 1.1%	72,603 SH	Decreased+2,462 SH
EQUITY RESIDENTIAL	SH BEN INT	$3.6M	1.0%	55,304 SH	New
EVERSOURCE ENERGY	COM	$4.7M	1.4%Prev: 1.3%	66,407 SH	Increased+1,986 SH
EXXON MOBIL CORP	COM	$714K	0.2%Prev: 0.2%	6,334 SH	Decreased+704 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$203K	0.1%	2,669 SH	New
FUNDVANTAGE TR	POLEN FOCUS GROW	$12.5M	3.6%	500,775 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.4%Prev: 0.4%	1,562 SH	Decreased+73 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$572K	0.2%Prev: 0.1%	6,373 SH	Increased
HOME DEPOT INC	COM	$6.7M	1.9%Prev: 2.1%	16,459 SH	Decreased-4,391 SH
HONEYWELL INTL INC	COM	$1.0M	0.3%	4,956 SH	New
IMUNON INC	COM NEW	$248K	0.1%Prev: 0.1%	34,364 SH
INDIE SEMICONDUCTOR INC	CLASS A COM	$72K	0.0%Prev: 0.0%	17,765 SH	Decreased+1,419 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$2.2M	0.6%Prev: 0.1%	33,948 SH	Increased+27,465 SH
ISHARES TR	CORE S&P500 ETF	$265K	0.1%Prev: 0.1%	396 SH	Decreased-2 SH
ISHARES TR	MSCI INDIA ETF	$1.3M	0.4%	24,085 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.5M	0.4%Prev: 0.4%	3,134 SH	Decreased-8,941 SH
ISHARES TR	RUS 1000 VAL ETF	$4.7M	1.4%Prev: 1.6%	23,266 SH	Decreased+813 SH
ISHARES TR	SELECT DIVID ETF	$207K	0.1%Prev: 0.1%	1,455 SH	Decreased-83 SH
ISHARES TR	U.S. TECH ETF	$1.1M	0.3%Prev: 0.3%	9,834 SH
JOHNSON & JOHNSON	COM	$1.3M	0.4%Prev: 0.2%	7,159 SH	Increased+4,536 SH
JPMORGAN CHASE & CO.	COM	$850K	0.2%	2,694 SH	New
KINDER MORGAN INC DEL	COM	$5.2M	1.5%Prev: 1.6%	183,320 SH	Decreased+5,097 SH
KONINKLIJKE PHILIPS N V	NY REGIS SHS NEW	$668K	0.2%Prev: 0.2%	24,503 SH	Decreased-909 SH
LABCORP HOLDINGS INC	COM SHS	$2.0M	0.6%Prev: 0.6%	6,905 SH	Increased-36 SH
LITHIUM ARGENTINA AG	COM SHS	$203K	0.1%Prev: 0.1%	60,786 SH	Decreased
MARKEL GROUP INC	COM	$8.3M	2.4%Prev: 2.3%	4,338 SH	Increased+319 SH
MASTERCARD INCORPORATED	CL A	$426K	0.1%Prev: 0.1%	749 SH	Increased+27 SH
META PLATFORMS INC	CL A	$1.0M	0.3%Prev: 0.3%	1,393 SH	Increased-179 SH
MICRON TECHNOLOGY INC	COM	$4.6M	1.3%Prev: 7.0%	27,550 SH	Decreased+6,300 SH
MICROSOFT CORP	COM	$12.5M	3.6%Prev: 2.5%	24,087 SH	Increased+983 SH
MOELIS & CO	CL A	$288K	0.1%	4,034 SH	New
NETFLIX INC	COM	$2.1M	0.6%	1,760 SH	New
NVIDIA CORPORATION	COM	$4.3M	1.2%Prev: 1.4%	22,993 SH	Decreased-1,598 SH
ORACLE CORP	COM	$839K	0.2%Prev: 0.1%	2,985 SH	Increased+19 SH
PARK HOTELS & RESORTS INC	COM	$7.5M	2.2%Prev: 2.7%	672,739 SH	Decreased+19,369 SH
PEPSICO INC	COM	$433K	0.1%Prev: 0.1%	3,086 SH	Decreased-131 SH
PHILLIPS 66	COM	$2.9M	0.8%	21,473 SH	New
PUBLIC STORAGE OPER CO	COM	$3.9M	1.1%	13,553 SH	New
QUANTUM CORP	COM	$99K	0.0%	10,000 SH	New
QUEST DIAGNOSTICS INC	COM	$1.2M	0.3%	6,069 SH	New
RYDER SYS INC	COM	$5.5M	1.6%Prev: 2.1%	29,079 SH	Decreased+1,081 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$459K	0.1%Prev: 0.1%	17,424 SH	Increased+2,009 SH
SELECT SECTOR SPDR TR	FINANCIAL	$409K	0.1%	7,587 SH	New
SERA PROGNOSTICS INC	CLASS A COM	$39K	0.0%Prev: 0.0%	12,733 SH	Increased+64 SH
SERVICENOW INC	COM	$262K	0.1%Prev: 2.1%	285 SH	Decreased-73,286 SH
SHERWIN WILLIAMS CO	COM	$721K	0.2%	2,082 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$374K	0.1%Prev: 0.1%	2,515 SH	Increased-128 SH
SIMON PPTY GROUP INC NEW	COM	$9.9M	2.9%Prev: 1.8%	52,702 SH	Increased+24,147 SH
SIRIUSXM HOLDINGS INC	COMMON STOCK	$265K	0.1%	11,389 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$589K	0.2%	884 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$297K	0.1%Prev: 0.1%	425 SH	Increased-65 SH
STARWOOD PPTY TR INC	COM	$2.4M	0.7%Prev: 0.4%	126,035 SH	Increased+43,530 SH
STRATEGY INC	CL A NEW	$615K	0.2%	1,908 SH	New
STRYKER CORPORATION	COM	$1.6M	0.5%Prev: 0.1%	4,319 SH	Increased+3,299 SH
TEMPUS AI INC	CL A	$2.9M	0.9%Prev: 0.6%	36,441 SH	Increased
TESLA INC	COM	$13.0M	3.8%Prev: 3.5%	29,285 SH	Increased+170 SH
TOLL BROTHERS INC	COM	$3.4M	1.0%	24,474 SH	New
UBER TECHNOLOGIES INC	COM	$699K	0.2%	7,133 SH	New
UNITED RENTALS INC	COM	$6.8M	2.0%Prev: 2.2%	7,166 SH	Decreased+429 SH
VANGUARD INDEX FDS	GROWTH ETF	$9.7M	2.8%Prev: 3.6%	20,161 SH	Decreased-123,931 SH
VANGUARD INDEX FDS	MID CAP ETF	$16.0M	4.6%Prev: 5.3%	54,313 SH	Decreased-174,873 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$417K	0.1%Prev: 0.1%	681 SH	Decreased-35 SH
VANGUARD INDEX FDS	SMALL CP ETF	$13.3M	3.8%Prev: 0.1%	52,344 SH	Increased+50,754 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$5.7M	1.6%Prev: 2.0%	17,295 SH	Decreased-1,337 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$317K	0.1%Prev: 0.1%	5,846 SH	Decreased-7 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$237K	0.1%Prev: 1.4%	2,960 SH	Decreased-60,550 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.5M	1.9%Prev: 2.7%	30,268 SH	Decreased-10,176 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$2.2M	0.6%Prev: 0.2%	7,374 SH	Increased+5,636 SH
VANGUARD WORLD FD	INF TECH ETF	$661K	0.2%Prev: 0.2%	885 SH	Decreased-6,212 SH
VICI PPTYS INC	COM	$2.9M	0.8%	88,385 SH	New
VISA INC	COM CL A	$4.0M	1.1%Prev: 1.1%	11,613 SH	Increased+808 SH
WALMART INC	COM	$5.6M	1.6%Prev: 1.8%	54,688 SH	Decreased-1,087 SH
WISDOMTREE TR	INDIA ERNGS FD	$391K	0.1%	8,855 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $265K
BANK OF AMER CORP — $253K
BOEING CO — $553K
CAPITAL GROUP DIVIDEND VALUE — $8.7M
CAPITAL GROUP INTL FOCUS EQT — $8.0M
DANAHER CORP DEL — $228K
DICKS SPORTING GOODS INC — $2.6M
FUNDVANTAGE TR — $9.9M
INTERNATIONAL BUSINESS MACHS — $249K
ISHARES TR — $1.1M
JPMORGAN CHASE & CO — $892K
LAM RESEARCH CORP — $259K
MORGAN STANLEY — $205K
MORGAN STANLEY ETF TRUST — $1.0M
NETFLIX INC. — $1.2M
OTIS WORLDWIDE CORP — $1.4M
SALESFORCE INC — $8.1M
SELECT SECTOR SPDR TR — $408K
SPACE EXPLORATION TECHN CORP — $552K
STATE STR SPDR S&P 500 ETF T — $740K
… and 2 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