We are live on ! Find out more
RA

Riverstone Advisors Portfolio holdings

AUM $241M
1-Year Est. Return 38.63%
This Fund
S&P 500
This Quarter Est. Return
+20.87%
1 Year Est. Return
+38.63%
3 Year Est. Return
+104.45%
5 Year Est. Return
+108%
10 Year Est. Return
–
AUM
$241M
AUM Growth
+$38.4M
Cap. Flow
+$8.23M
Cap. Flow %
3.41%
Top 10 Hldgs %
71.05%
Holding
88
New
14
Increased
44
Reduced
20
Closed
3

Top Buys

Rank Stock Value
1
IDMO icon
Invesco S&P International Developed Momentum ETF
IDMO
+$1.06M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$960K
3
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$788K
4
NVDA icon
NVIDIA
NVDA
+$787K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$503K

Top Sells

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$542K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$335K
3
MU icon
Micron Technology
MU
+$315K
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$254K
5
NOW icon
ServiceNow
NOW
+$227K

Sector Composition

Rank Sector Weight
1 Miscellaneous 34.08%
2 Consumer Discretionary 16.69%
3 Technology 16.56%
4 Communication Services 13.19%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
51
First Solar
FSLR
$22.3B
$426K 0.18%
1,807
– –
GEV icon
52
GE Vernova
GEV
$233B
$415K 0.17%
353
-125
-26% -$128K
ADI icon
53
Analog Devices
ADI
$175B
$400K 0.17%
1,007
+124
+14% +$49.1K
ORCL icon
54
Oracle
ORCL
$417B
$387K 0.16%
2,640
+228
+9% +$41.3K
AME icon
55
Ametek
AME
$53.6B
$344K 0.14%
1,420
+220
+18% +$50.7K
ISRG icon
56
Intuitive Surgical
ISRG
$134B
$340K 0.14%
855
-26
-3% -$11.4K
IBDR icon
57
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.25B
$335K 0.14%
13,832
-9,275
-40% -$225K
CAT icon
58
Caterpillar
CAT
$360B
$334K 0.14%
314
+22
+8% +$19.3K
SCHG icon
59
Schwab US Large-Cap Growth ETF
SCHG
$62.5B
$327K 0.14%
9,664
– –
VOO icon
60
Vanguard S&P 500 ETF
VOO
$1.04T
$316K 0.13%
460
– –
MRK icon
61
Merck
MRK
$357B
$308K 0.13%
2,394
+155
+7% +$18.1K
JNJ icon
62
Johnson & Johnson
JNJ
$642B
$307K 0.13%
1,210
+93
+8% +$21.7K
PG icon
63
Procter & Gamble
PG
$339B
$299K 0.12%
2,040
+613
+43% +$89.2K
MRVL icon
64
Marvell Technology
MRVL
$197B
$298K 0.12%
+1,000
New +$201K
GLW icon
65
Corning
GLW
$124B
$286K 0.12%
+1,120
New +$204K
FTI icon
66
TechnipFMC
FTI
$28.6B
$280K 0.12%
4,229
-101
-2% -$7.15K
VIG icon
67
Vanguard Dividend Appreciation ETF
VIG
$111B
$271K 0.11%
1,145
-43
-4% -$9.87K
ANET icon
68
Arista Networks
ANET
$237B
$265K 0.11%
+1,562
New +$245K
SHOP icon
69
Shopify
SHOP
$172B
$262K 0.11%
2,295
-1,500
-40% -$171K
JPST icon
70
JPMorgan Ultra-Short Income ETF
JPST
$41.5B
$260K 0.11%
5,149
+17
+0.3% +$859
A icon
71
Agilent Technologies
A
$41.4B
$260K 0.11%
+1,959
New +$239K
LRCX icon
72
Lam Research
LRCX
$342B
$258K 0.11%
+596
New +$181K
IEFA icon
73
iShares Core MSCI EAFE ETF
IEFA
$194B
$250K 0.1%
2,586
+21
+0.8% +$2.02K
CIEN icon
74
Ciena
CIEN
$45.3B
$243K 0.1%
+496
New +$253K
JGRO icon
75
JPMorgan Active Growth ETF
JGRO
$9.85B
$235K 0.1%
2,388
– –
1 2
3
4

Similar funds

FA
Financial Avengers Oakland, California $241M AUM 23.49% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return
AL
ARWA LLC Fort Worth, Texas $241M AUM
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $241M AUM 34.14% 1-Year Est. Return
NIA
NIA Impact Advisors Berkeley, California $241M AUM 44.09% 1-Year Est. Return
ACM
Alethea Capital Management Mercer Island, Washington $241M AUM 112.74% 1-Year Est. Return
PPW
PACK Private Wealth Wayzata, Minnesota $241M AUM 24.47% 1-Year Est. Return
CWWM
Curry Webb Wealth Management Indianapolis, Indiana $241M AUM

Riverstone Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Riverstone Advisors held 88 positions worth $241M, up 19% from $203M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Riverstone Advisors deployed $8.23M of net new capital in Q2 2026, opening 14 new positions and adding to 44 existing holdings. Its largest new stake was Invesco NASDAQ 100 ETF: 2,782 shares worth $843K.

By sector, the portfolio is most concentrated in Miscellaneous at 34% of assets, up from 34% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was ExxonMobil, an estimated $542K trimmed.

  • Riverstone Advisors's largest Q2 2026 buy was Invesco NASDAQ 100 ETF: 2,782 shares worth $843K.
  • Riverstone Advisors added most to Invesco S&P International Developed Momentum ETF in Q2 2026, an estimated $1.06M increase.
  • Riverstone Advisors's biggest Q2 2026 reduction was ExxonMobil, cutting an estimated $542K.
  • Riverstone Advisors fully exited iShares S&P 500 Growth ETF in Q2 2026, selling an estimated $335K.
  • Riverstone Advisors's ten largest holdings make up 71% of its $241M portfolio in Q2 2026.
  • Riverstone Advisors opened 14 new positions and closed 3 in Q2 2026.
  • Riverstone Advisors's portfolio value rose 19% quarter-over-quarter to $241M.

Based on Riverstone Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.