We are live on ! Find out more
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
DGX icon
51
Quest Diagnostics
DGX
$25.8B
$1.16M 0.33%
6,069
– –
IYW icon
52
iShares US Technology ETF
IYW
$25.1B
$1.13M 0.33%
9,834
– –
HON icon
53
Honeywell
HON
$78.9B
$1.04M 0.3%
5,258
+238
+5% +$49.7K
META icon
54
Meta Platforms (Facebook)
META
$1.5T
$1.02M 0.3%
1,393
+522
+60% +$389K
JPM icon
55
JPMorgan Chase
JPM
$950B
$850K 0.25%
2,694
+20
+0.7% +$5.95K
EA icon
56
Electronic Arts
EA
$52.9B
$841K 0.24%
4,168
– –
ORCL icon
57
Oracle
ORCL
$420B
$839K 0.24%
2,985
+1,606
+116% +$409K
BX icon
58
Blackstone
BX
$110B
$747K 0.22%
4,375
-292
-6% -$50K
AZN icon
59
AstraZeneca
AZN
$241B
$728K 0.21%
4,746
-1,250
-21% -$189K
SHW icon
60
Sherwin-Williams
SHW
$87.8B
$721K 0.21%
2,082
– –
XOM icon
61
ExxonMobil
XOM
$638B
$714K 0.21%
6,334
+122
+2% +$13.6K
UBER icon
62
Uber
UBER
$147B
$699K 0.2%
7,133
+902
+14% +$84.4K
PHG icon
63
Philips
PHG
$25.9B
$668K 0.19%
25,413
-223
-0.9% -$5.72K
VGT icon
64
Vanguard Information Technology ETF
VGT
$147B
$661K 0.19%
7,080
– –
MSTR icon
65
Strategy Inc
MSTR
$35.7B
$615K 0.18%
1,908
– –
SPY icon
66
State Street SPDR S&P 500 ETF Trust
SPY
$821B
$589K 0.17%
884
-224
-20% -$144K
GBTC icon
67
Grayscale Bitcoin Trust
GBTC
$9.65B
$572K 0.17%
6,373
– –
CAVA icon
68
CAVA Group
CAVA
$7.39B
$560K 0.16%
9,272
-16,500
-64% -$1.25M
SCHX icon
69
Schwab US Large- Cap ETF
SCHX
$74.2B
$459K 0.13%
17,424
+42
+0.2% +$1.07K
DKNG icon
70
DraftKings
DKNG
$11.7B
$436K 0.13%
11,646
+1,268
+12% +$56.2K
PEP icon
71
PepsiCo
PEP
$190B
$433K 0.13%
3,086
+22
+0.7% +$3.14K
MA icon
72
Mastercard
MA
$500B
$426K 0.12%
+749
New +$430K
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.01T
$417K 0.12%
+681
New +$401K
XLF icon
74
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$409K 0.12%
7,587
– –
EPI icon
75
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$391K 0.11%
8,855
– –
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
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
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.