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RCA

Riverview Capital Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
+8.47%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$346M
AUM Growth
-$3.22M
Cap. Flow
-$26.2M
Cap. Flow %
-7.58%
Top 10 Hldgs %
46.6%
Holding
111
New
14
Increased
31
Reduced
32
Closed
13

Top Buys

Rank Stock Value
1
PCLG
Polen Focus Growth ETF
PCLG
+$12.5M
2
MKL icon
Markel Group
MKL
+$8.5M
3
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$997K
5
MA icon
Mastercard
MA
+$430K

Top Sells

Rank Stock Value
1
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.6M
2
FSLR icon
First Solar
FSLR
+$5.87M
3
SG icon
Sweetgreen
SG
+$3.74M
4
UPS icon
United Parcel Service
UPS
+$3.38M
5
SLB icon
SLB Ltd
SLB
+$3.09M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 14.73%
2 Technology 13.7%
3 Financials 12.92%
4 Real Estate 12.62%
5 Industrials 6.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
26
NVIDIA
NVDA
$4.86T
$4.29M 1.24%
22,993
+1,198
+5% +$209K
V icon
27
Visa
V
$684B
$3.96M 1.15%
11,613
+1,119
+11% +$387K
PSA icon
28
Public Storage
PSA
$60.5B
$3.91M 1.13%
13,553
-652
-5% -$187K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.36T
$3.9M 1.13%
16,038
-6,138
-28% -$1.29M
KO icon
30
Coca-Cola
KO
$377B
$3.77M 1.09%
56,901
+29
+0.1% +$2K
ENB icon
31
Enbridge
ENB
$119B
$3.66M 1.06%
72,603
– –
EQR icon
32
Equity Residential
EQR
$24.9B
$3.58M 1.04%
55,304
-13,322
-19% -$871K
TOL icon
33
Toll Brothers
TOL
$13.6B
$3.38M 0.98%
24,474
+70
+0.3% +$9.14K
AVB icon
34
AvalonBay Communities
AVB
$26.5B
$3.31M 0.96%
17,122
-4,440
-21% -$865K
TEM
35
Tempus AI
TEM
$7.92B
$2.94M 0.85%
36,441
-10,000
-22% -$700K
PSX icon
36
Phillips 66
PSX
$84.9B
$2.92M 0.84%
21,473
+225
+1% +$28.8K
VICI icon
37
VICI Properties
VICI
$29B
$2.88M 0.83%
88,385
-272
-0.3% -$8.97K
STWD icon
38
Starwood Property Trust
STWD
$5.92B
$2.44M 0.71%
126,035
-570
-0.5% -$11.5K
AFL icon
39
Aflac
AFL
$64.9B
$2.22M 0.64%
19,880
– –
IBIT icon
40
iShares Bitcoin Trust
IBIT
$46.7B
$2.21M 0.64%
33,948
+28,130
+483% +$1.83M
VIS icon
41
Vanguard Industrials ETF
VIS
$8.1B
$2.18M 0.63%
7,374
-55
-0.7% -$15.9K
NFLX icon
42
Netflix
NFLX
$299B
$2.11M 0.61%
17,600
+1,270
+8% +$155K
CGDV icon
43
Capital Group Dividend Value ETF
CGDV
$37.7B
$2.09M 0.61%
49,782
-1,384
-3% -$56.9K
LH icon
44
Labcorp
LH
$25B
$1.98M 0.57%
6,905
-499
-7% -$134K
ABNB icon
45
Airbnb
ABNB
$89.9B
$1.86M 0.54%
15,343
-4,426
-22% -$573K
SYK icon
46
Stryker
SYK
$125B
$1.6M 0.46%
4,319
– –
IWF icon
47
iShares Russell 1000 Growth ETF
IWF
$121B
$1.47M 0.42%
12,536
-248
-2% -$27.6K
JNJ icon
48
Johnson & Johnson
JNJ
$618B
$1.33M 0.38%
7,159
+9
+0.1% +$1.54K
INDA icon
49
iShares MSCI India ETF
INDA
$6.89B
$1.25M 0.36%
24,085
-1,841
-7% -$98.5K
GS icon
50
Goldman Sachs
GS
$300B
$1.24M 0.36%
1,562
+4
+0.3% +$2.96K
1
2
3 4 5

Similar funds

UCB
United Community Bank Greenville, South Carolina $300M AUM 14.66% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
I
InterCapital Austin, Texas $299M AUM
SC
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GB
Goepper Burkhardt Greenville, South Carolina $299M AUM 12.16% 1-Year Est. Return
FPCG
Forum Private Client Group Fishers, Indiana $300M AUM 12.15% 1-Year Est. Return
CG
Corundum Group Colorado Springs, Colorado $299M AUM 20.66% 1-Year Est. Return

Riverview Capital Advisers's Q3 2025 Portfolio in Review

As of Q3 2025, Riverview Capital Advisers held 111 positions worth $346M, down 0.92% from $349M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Riverview Capital Advisers withdrew a net $26.2M in Q3 2025, closing 13 positions and reducing 32 holdings. Its most notable exit was Invesco S&P 500 Equal Weight ETF, an estimated $18.6M position sold in full.

By sector, the portfolio is most concentrated in Consumer Discretionary at 15% of assets, down from 16% a quarter earlier, followed by Technology and Financials.

Against the trend, Riverview Capital Advisers opened a new position in Polen Focus Growth ETF worth $12.5M.

  • Riverview Capital Advisers's largest Q3 2025 buy was Polen Focus Growth ETF: 500,775 shares worth $12.5M.
  • Riverview Capital Advisers added most to iShares Bitcoin Trust in Q3 2025, an estimated $1.83M increase.
  • Riverview Capital Advisers's biggest Q3 2025 reduction was Vanguard Morningstar Mid-Cap ETF, cutting an estimated $2.43M.
  • Riverview Capital Advisers fully exited Invesco S&P 500 Equal Weight ETF in Q3 2025, selling an estimated $18.6M.
  • Riverview Capital Advisers's ten largest holdings make up 47% of its $346M portfolio in Q3 2025.
  • Riverview Capital Advisers opened 14 new positions and closed 13 in Q3 2025.
  • Riverview Capital Advisers's portfolio value fell 0.92% quarter-over-quarter to $346M.

Based on Riverview Capital Advisers's 13F filing for Q3 2025, filed 12 Nov 2025.