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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
+1.29%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$330M
AUM Growth
-$15.3M
Cap. Flow
-$15.2M
Cap. Flow %
-4.61%
Top 10 Hldgs %
48.75%
Holding
101
New
3
Increased
20
Reduced
45
Closed
10

Top Buys

Rank Stock Value
1
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$675K
2
SIRI icon
SiriusXM
SIRI
+$387K
3
MSTU
T-Rex 2X Long MSTR Daily Target ETF
MSTU
+$236K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$216K
5
ACN icon
Accenture
ACN
+$206K

Top Sells

Rank Stock Value
1
KO icon
Coca-Cola
KO
+$2.39M
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.58M
3
CARR icon
Carrier Global
CARR
+$1.57M
4
DGX icon
Quest Diagnostics
DGX
+$1.16M
5
SYK icon
Stryker
SYK
+$1.07M

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 15.43%
2 Technology 14.8%
3 Financials 13.21%
4 Real Estate 12.12%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.5T
$909K 0.28%
1,377
-16
-1% -$10.7K
JPM icon
52
JPMorgan Chase
JPM
$955B
$870K 0.26%
2,699
+5
+0.2% +$1.55K
XOM icon
53
ExxonMobil
XOM
$641B
$762K 0.23%
6,334
– –
BX icon
54
Blackstone
BX
$110B
$671K 0.2%
4,355
-20
-0.5% -$3.04K
VGT icon
55
Vanguard Information Technology ETF
VGT
$148B
$667K 0.2%
7,080
– –
PHG icon
56
Philips
PHG
$25.9B
$664K 0.2%
25,413
– –
SPY icon
57
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$649K 0.2%
952
+68
+8% +$46K
SIRI icon
58
SiriusXM
SIRI
$10.3B
$588K 0.18%
29,389
+18,000
+158% +$387K
UBER icon
59
Uber
UBER
$146B
$580K 0.18%
7,098
-35
-0.5% -$3.15K
ORCL icon
60
Oracle
ORCL
$424B
$572K 0.17%
2,933
-52
-2% -$12.4K
LLY icon
61
Eli Lilly
LLY
$994B
$547K 0.17%
509
+14
+3% +$13.4K
CAVA icon
62
CAVA Group
CAVA
$7.46B
$544K 0.16%
9,272
– –
SYK icon
63
Stryker
SYK
$129B
$482K 0.15%
1,370
-2,949
-68% -$1.07M
SCHX icon
64
Schwab US Large- Cap ETF
SCHX
$74.3B
$470K 0.14%
17,470
+46
+0.3% +$1.23K
VOO icon
65
Vanguard S&P 500 ETF
VOO
$1.01T
$447K 0.14%
712
+31
+5% +$19.3K
PEP icon
66
PepsiCo
PEP
$189B
$442K 0.13%
3,081
-5
-0.2% -$735
GBTC icon
67
Grayscale Bitcoin Trust
GBTC
$9.66B
$436K 0.13%
6,373
– –
MA icon
68
Mastercard
MA
$501B
$421K 0.13%
737
-12
-2% -$6.71K
DKNG icon
69
DraftKings
DKNG
$11.6B
$416K 0.13%
12,083
+437
+4% +$14.4K
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
$416K 0.13%
7,587
– –
EPI icon
71
WisdomTree India Earnings Fund ETF
EPI
$2.06B
$410K 0.12%
8,855
– –
SHOP icon
72
Shopify
SHOP
$157B
$368K 0.11%
2,288
-227
-9% -$36.4K
LAR
73
Lithium Argentina AG
LAR
$1.06B
$339K 0.1%
60,786
– –
VWO icon
74
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$314K 0.1%
5,846
– –
IBIT icon
75
iShares Bitcoin Trust
IBIT
$47.3B
$306K 0.09%
6,165
-27,783
-82% -$1.58M
1 2
3
4 5

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Riverview Capital Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Riverview Capital Advisers held 101 positions worth $330M, down 4.4% from $346M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Riverview Capital Advisers withdrew a net $15.2M in Q4 2025, closing 10 positions and reducing 45 holdings. Its most notable exit was Quest Diagnostics, an estimated $1.16M position sold in full.

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

Against the trend, Riverview Capital Advisers opened a new position in T-Rex 2X Long MSTR Daily Target ETF worth $83.1K.

  • Riverview Capital Advisers's largest Q4 2025 buy was T-Rex 2X Long MSTR Daily Target ETF: 10,000 shares worth $83.1K.
  • Riverview Capital Advisers added most to Vanguard Short-Term Corporate Bond ETF in Q4 2025, an estimated $675K increase.
  • Riverview Capital Advisers's biggest Q4 2025 reduction was Coca-Cola, cutting an estimated $2.39M.
  • Riverview Capital Advisers fully exited Quest Diagnostics in Q4 2025, selling an estimated $1.16M.
  • Riverview Capital Advisers's ten largest holdings make up 49% of its $330M portfolio in Q4 2025.
  • Riverview Capital Advisers opened 3 new positions and closed 10 in Q4 2025.
  • Riverview Capital Advisers's portfolio value fell 4.4% quarter-over-quarter to $330M.

Based on Riverview Capital Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.