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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 | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.1T
| $26.2M | 7.57% |
52,038
-293
| -0.6% | -$142K |
|
2
Amazon
AMZN
$2.92T
| $24.9M | 7.19% |
113,177
-2,524
| -2% | -$571K |
|
3
Apple
AAPL
$4.54T
| $23M | 6.66% |
90,441
-251
| -0.3% | -$56.7K |
|
4
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $16M | 4.61% |
217,252
-33,780
| -13% | -$2.43M |
|
5
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
| $13.3M | 3.85% |
52,344
-845
| -2% | -$210K |
|
6
Tesla
TSLA
$1.23T
| $13M | 3.77% |
29,285
+829
| +3% | +$288K |
|
|
PCLG
7
Polen Focus Growth ETF
PCLG
$83.5M
| $12.5M | 3.62% |
+500,775
| New | +$12.5M |
|
|
8
Microsoft
MSFT
$3.45T
| $12.5M | 3.61% |
24,087
+1,954
| +9% | +$997K |
|
9
Boston Properties
BXP
$11.2B
| $9.91M | 2.86% |
133,266
-1,007
| -0.7% | -$71.1K |
|
10
Simon Property Group
SPG
$74.4B
| $9.89M | 2.86% |
52,702
-1,407
| -3% | -$243K |
|
11
Vanguard Morningstar Growth ETF
VUG
$220B
| $9.67M | 2.8% |
120,966
+1,110
| +0.9% | +$84.8K |
|
12
Carrier Global
CARR
$51B
| $8.36M | 2.42% |
140,078
+101
| +0.1% | +$6.86K |
|
|
13
Markel Group
MKL
$23.3B
| $8.29M | 2.4% |
+4,338
| New | +$8.5M |
|
14
Park Hotels & Resorts
PK
$3.03B
| $7.45M | 2.16% |
672,739
-3,757
| -0.6% | -$42.2K |
|
15
United Rentals
URI
$67.2B
| $6.84M | 1.98% |
7,166
| – | – |
|
16
Home Depot
HD
$331B
| $6.67M | 1.93% |
16,459
+81
| +0.5% | +$31.8K |
|
17
Vanguard Dividend Appreciation ETF
VIG
$111B
| $6.53M | 1.89% |
30,268
+13
| +0% | +$2.73K |
|
18
Capital Group International Focus Equity ETF
CGXU
$6.26B
| $6.24M | 1.81% |
210,772
+1,196
| +0.6% | +$33.4K |
|
19
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
| $5.68M | 1.64% |
17,295
-376
| -2% | -$119K |
|
20
Walmart Inc
WMT
$885B
| $5.64M | 1.63% |
54,688
+25
| +0% | +$2.49K |
|
21
Ryder
R
$9.83B
| $5.49M | 1.59% |
29,079
| – | – |
|
22
Kinder Morgan
KMI
$71.7B
| $5.19M | 1.5% |
183,320
-44,206
| -19% | -$1.21M |
|
23
iShares Russell 1000 Value ETF
IWD
$82.2B
| $4.74M | 1.37% |
23,266
-394
| -2% | -$78.4K |
|
24
Eversource Energy
ES
$26.9B
| $4.72M | 1.37% |
66,407
+79
| +0.1% | +$5.18K |
|
25
Micron Technology
MU
$930B
| $4.61M | 1.33% |
27,550
+25
| +0.1% | +$3.2K |
|
Similar funds
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RP
I
SC
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CG
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.