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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
(-0.92%)
Cap. Flow
-$26.2M
Cap. Flow
% of AUM
-7.58%
Top 10 Holdings %
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 |
Markel Group
MKL
|
+$8.5M |
| 3 |
iShares Bitcoin Trust
IBIT
|
+$1.83M |
| 4 |
Microsoft
MSFT
|
+$997K |
| 5 |
Mastercard
MA
|
+$430K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$18.6M |
| 2 |
First Solar
FSLR
|
+$5.87M |
| 3 |
Sweetgreen
SG
|
+$3.74M |
| 4 |
United Parcel Service
UPS
|
+$3.38M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Eli Lilly
LLY
$1.03T
| $378K | 0.11% |
+495
| New | +$368K |
|
77
Shopify
SHOP
$190B
| $374K | 0.11% |
+2,515
| New | +$341K |
|
78
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $317K | 0.09% |
5,846
| – | – |
|
79
Spotify
SPOT
$101B
| $297K | 0.09% |
+425
| New | +$297K |
|
80
Moelis & Co
MC
$5.15B
| $288K | 0.08% |
4,034
| – | – |
|
81
SiriusXM
SIRI
$10.2B
| $265K | 0.08% |
11,389
-1,578
| -12% | -$36.5K |
|
82
iShares Core S&P 500 ETF
IVV
$901B
| $265K | 0.08% |
396
| – | – |
|
83
ServiceNow
NOW
$121B
| $262K | 0.08% |
+1,425
| New | +$266K |
|
84
CoStar Group
CSGP
$12.2B
| $250K | 0.07% |
+2,963
| New | +$262K |
|
85
Imunon
IMNN
$6.68M
| $248K | 0.07% |
34,364
+33,466
| +3,727% | +$224K |
|
86
Bank of America
BAC
$443B
| $242K | 0.07% |
4,686
+188
| +4% | +$9.17K |
|
87
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $237K | 0.07% |
2,960
| – | – |
|
88
Coinbase
COIN
$40.1B
| $229K | 0.07% |
+678
| New | +$230K |
|
89
Danaher
DHR
$140B
| $208K | 0.06% |
1,051
+10
| +1% | +$1.99K |
|
90
iShares Select Dividend ETF
DVY
$23.6B
| $207K | 0.06% |
+1,455
| New | +$202K |
|
|
LAR
91
Lithium Argentina AG
LAR
$1.05B
| $203K | 0.06% |
60,786
-48,249
| -44% | -$146K |
|
92
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.4B
| $203K | 0.06% |
2,669
| – | – |
|
93
ACV Auctions
ACVA
$1.32B
| $159K | 0.05% |
16,061
| – | – |
|
94
Quantum Corp
QMCO
$467M
| $99.2K | 0.03% |
+10,000
| New | +$84.1K |
|
95
indie Semiconductor
INDI
$720M
| $72.3K | 0.02% |
+17,765
| New | +$73.2K |
|
96
Cellectar Biosciences
CLRB
$20.7M
| $50.1K | 0.01% |
10,384
-116
| -1% | -$575 |
|
97
Sera Prognostics
SERA
$77.5M
| $39K | 0.01% |
12,733
| – | – |
|
98
Coherus Oncology
CHRS
$228M
| $21.2K | 0.01% |
+12,946
| New | +$14.4K |
|
99
BHP
BHP
$227B
| – | – |
-63,170
| Closed | -$3.04M |
|
100
Salesforce
CRM
$158B
| – | – |
-5,853
| Closed | -$1.6M |
|
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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.