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Riverview Capital Advisers 13F Portfolio

Portfolio Manager
Riverview Capital Advisers LLC
Performance
+19.34% (2026 Q2)
AUM (13F)
$348.77M
# of Holdings
88
Performance Rank
Allocation (Top 20)
71.62%
Latest filing
Q2 2026

Riverview Capital Advisers LLC Holdings Map

Top 50 Riverview Capital Advisers LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AMZN
AMAZON COM INC
7.28%106.5K$25.4M
-5.94%(-6.72K)
2025-Q2: 115.7K shares2025-Q3: 113.2K shares2025-Q4: 113.1K shares2026-Q1: 113.2K shares2026-Q2: 106.5K shares
$143.45(+83.01%)
2026-06-30
BRK.B
BERKSHIRE HATHAWAY INC DEL
7.25%50.5K$25.3M
-0.34%(-170)
2025-Q2: 52.3K shares2025-Q3: 52.0K shares2025-Q4: 50.4K shares2026-Q1: 50.7K shares2026-Q2: 50.5K shares
$336.18(+49.13%)
2026-06-30
AAPL
APPLE INC
7.15%86.2K$24.9M
+0.89%(+757)
2025-Q2: 90.7K shares2025-Q3: 90.4K shares2025-Q4: 89.2K shares2026-Q1: 85.4K shares2026-Q2: 86.2K shares
$161.20(+89.45%)
2026-06-30
MU
MICRON TECHNOLOGY INC
7.03%21.3K$24.5M
-8.22%(-1.90K)
2025-Q2: 27.5K shares2025-Q3: 27.6K shares2025-Q4: 23.5K shares2026-Q1: 23.2K shares2026-Q2: 21.3K shares
$82.26(+1133.60%)
2026-06-30
VO
VANGUARD INDEX FDS
5.29%229.2K$18.5M
+0.47%(+1.07K)
2025-Q2: 251.0K shares2025-Q3: 217.3K shares2025-Q4: 218.5K shares2026-Q1: 228.1K shares2026-Q2: 229.2K shares
$61.16(+37.89%)
2026-06-30
VUG
VANGUARD INDEX FDS
3.56%144.1K$12.4M
+10.63%(+13.84K)
2025-Q2: 119.9K shares2025-Q3: 121.0K shares2025-Q4: 119.2K shares2026-Q1: 130.2K shares2026-Q2: 144.1K shares
$55.78(+59.88%)
2026-06-30
TSLA
TESLA INC
3.51%29.1K$12.2M
-0.58%(-170)
2025-Q2: 28.5K shares2025-Q3: 29.3K shares2025-Q4: 29.3K shares2026-Q1: 29.3K shares2026-Q2: 29.1K shares
$248.22(+37.21%)
2026-06-30
PCLG
FUNDVANTAGE TR
2.83%453.2K$9.9M
-9.50%(-47.58K)
2025-Q2: 0 shares2025-Q3: 500.8K shares2025-Q4: 500.8K shares2026-Q1: 500.8K shares2026-Q2: 453.2K shares
$25.03(-5.60%)
2026-06-30
VIG
VANGUARD SPECIALIZED FUNDS
2.74%40.4K$9.6M
+8.24%(+3.08K)
2025-Q2: 30.3K shares2025-Q3: 30.3K shares2025-Q4: 31.1K shares2026-Q1: 37.4K shares2026-Q2: 40.4K shares
$179.83(+36.27%)
2026-06-30
PK
PARK HOTELS & RESORTS INC
2.67%653.4K$9.3M
-1.85%(-12.31K)
2025-Q2: 676.5K shares2025-Q3: 672.7K shares2025-Q4: 677.9K shares2026-Q1: 665.7K shares2026-Q2: 653.4K shares
$11.79(+28.32%)
2026-06-30

About Riverview Capital Advisers LLCโ€™s portfolio

Riverview Capital Advisers LLC reports $348.77M in US-listed equity holdings across 88 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (7.3%), BRK.B (7.3%) and AAPL (7.2%). The top 20 holdings account for 71.62% of reported assets. Its disclosed equity book has returned +50.45% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AMZN โ€” 7.6% ($25.39M)BRK.B โ€” 7.5% ($25.29M)AAPL โ€” 7.4% ($24.94M)MU โ€” 7.3% ($24.53M)VO โ€” 5.5% ($18.47M)VUG โ€” 3.7% ($12.41M)TSLA โ€” 3.7% ($12.25M)PCLG โ€” 2.9% ($9.86M)VIG โ€” 2.9% ($9.57M)PK โ€” 2.8% ($9.31M)Other โ€” 48.7% ($163.14M)
51%in top 10
  • AMZN7.6%
  • BRK.B7.5%
  • AAPL7.4%
  • MU7.3%
  • VO5.5%
  • VUG3.7%
  • TSLA3.7%
  • PCLG2.9%
  • VIG2.9%
  • PK2.8%
  • Other48.7%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
DKSDICKS SPORTING GOODS INC0.7%
EVLNMORGAN STANLEY ETF TRUST0.3%
Added to
23
NOWSERVICENOW INC+90.8%
HDHOME DEPOT INC+37.8%
VCSHVANGUARD SCOTTSDALE FDS+59.4%
CRMSALESFORCE INC+22.3%
+19 more
Trimmed
23
MUMICRON TECHNOLOGY INC-8.2%
AMZNAMAZON COM INC-5.9%
CARRCARRIER GLOBAL CORPORATION-19.4%
PCLGFUNDVANTAGE TR-9.5%
+19 more

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Source filings

Holdings on this page are parsed from Riverview Capital Advisers LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962933). View Riverview Capital Advisers LLCโ€™s 13F filings on SEC

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