We are live on ! Find out more
RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+18.57%
3 Year Est. Return
+67.64%
5 Year Est. Return
+74.55%
10 Year Est. Return
–
AUM
$83.1M
AUM Growth
+$283K
Cap. Flow
-$1.13M
Cap. Flow %
-1.36%
Top 10 Hldgs %
62.27%
Holding
225
New
20
Increased
19
Reduced
12
Closed
6

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$746K
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$318K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$159K
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$91.4K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$69.9K

Top Sells

Rank Stock Value
1
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$777K
2
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$754K
3
FMUN
Fidelity Systematic Municipal Bond Index ETF
FMUN
+$536K
4
INTC icon
Intel
INTC
+$141K
5
RIO icon
Rio Tinto
RIO
+$114K

Sector Composition

Rank Sector Weight
1 Technology 12.4%
2 Financials 6.97%
3 Industrials 4.35%
4 Healthcare 3.28%
5 Consumer Staples 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ITW icon
26
Illinois Tool Works
ITW
$84.1B
$521K 0.63%
2,115
– –
IVV icon
27
iShares Core S&P 500 ETF
IVV
$858B
$493K 0.59%
720
-45
-6% -$30.6K
RY icon
28
Royal Bank of Canada
RY
$287B
$446K 0.54%
2,614
– –
PEG icon
29
Public Service Enterprise Group
PEG
$38.7B
$443K 0.53%
5,515
– –
ABT icon
30
Abbott
ABT
$187B
$407K 0.49%
3,251
– –
VFMO icon
31
Vanguard US Momentum Factor ETF
VFMO
$1.7B
$407K 0.49%
2,128
– –
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.11T
$394K 0.47%
1,256
– –
PG icon
33
Procter & Gamble
PG
$340B
$390K 0.47%
2,719
– –
CSCO icon
34
Cisco
CSCO
$443B
$388K 0.47%
5,041
– –
META icon
35
Meta Platforms (Facebook)
META
$1.49T
$385K 0.46%
584
– –
PAYX icon
36
Paychex
PAYX
$43.4B
$368K 0.44%
3,279
– –
NVDA icon
37
NVIDIA
NVDA
$4.6T
$362K 0.44%
1,940
– –
PEP icon
38
PepsiCo
PEP
$196B
$347K 0.42%
2,418
– –
AMZN icon
39
Amazon
AMZN
$2.44T
$321K 0.39%
1,392
– –
ITOT icon
40
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$320K 0.39%
+2,154
New +$318K
LMT icon
41
Lockheed Martin
LMT
$131B
$316K 0.38%
653
– –
IWR icon
42
iShares Russell Mid-Cap ETF
IWR
$55.9B
$306K 0.37%
3,180
– –
QCOM icon
43
Qualcomm
QCOM
$164B
$291K 0.35%
1,702
– –
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.12T
$282K 0.34%
900
– –
MCD icon
45
McDonald's
MCD
$193B
$273K 0.33%
894
– –
USB icon
46
US Bancorp
USB
$97.9B
$258K 0.31%
4,836
– –
IEMG icon
47
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
$237K 0.29%
3,526
+361
+11% +$24.2K
GS icon
48
Goldman Sachs
GS
$289B
$236K 0.28%
268
– –
IBM icon
49
IBM
IBM
$213B
$234K 0.28%
790
– –
CVX icon
50
Chevron
CVX
$382B
$232K 0.28%
1,519
– –
1
2
3 4 5

Similar funds

MWVC
Morgens Waterfall Vintiadis & Co New York $81.2M AUM 86.87% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $81.2M AUM 22.25% 1-Year Est. Return
MC
Medici Capital Newport Beach, California $81.2M AUM 76.04% 1-Year Est. Return
FPAM
Feynman Point Asset Management New York $81.1M AUM
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
QM
QVIDTVM Management The Woodlands, Texas $81.4M AUM 2.94% 1-Year Est. Return
FF
Formulate Financial Boca Raton, Florida $81M AUM
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Riverview Trust Company's Q4 2025 Portfolio in Review

As of Q4 2025, Riverview Trust Company held 225 positions worth $83.1M, up 0.34% from $82.8M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Riverview Trust Company's Q4 2025 filing shows 20 new, 19 increased, 12 reduced and 6 closed positions. Its largest new stake was iShares Core S&P Total US Stock Market ETF: 2,154 shares worth $320K. The largest sale was Vanguard Tax-Exempt Bond Index Fund, an estimated $777K.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 12% a quarter earlier, followed by Financials and Industrials.

  • Riverview Trust Company's largest Q4 2025 buy was iShares Core S&P Total US Stock Market ETF: 2,154 shares worth $320K.
  • Riverview Trust Company added most to Berkshire Hathaway Class B in Q4 2025, an estimated $746K increase.
  • Riverview Trust Company's biggest Q4 2025 reduction was Fidelity Systematic Municipal Bond Index ETF, cutting an estimated $536K.
  • Riverview Trust Company fully exited Vanguard Tax-Exempt Bond Index Fund in Q4 2025, selling an estimated $777K.
  • Riverview Trust Company's ten largest holdings make up 62% of its $83.1M portfolio in Q4 2025.
  • Riverview Trust Company opened 20 new positions and closed 6 in Q4 2025.
  • Riverview Trust Company's portfolio value rose 0.34% quarter-over-quarter to $83.1M.

Based on Riverview Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.