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Riverview Trust Company Portfolio holdings

AUM $83.9M
1-Year Est. Return 32.6%
This Fund
S&P 500
This Quarter Est. Return
+2.07%
1 Year Est. Return
+32.6%
3 Year Est. Return
+87.61%
5 Year Est. Return
+97.79%
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 Miscellaneous 63.11%
2 Technology 12.4%
3 Financials 6.97%
4 Industrials 4.35%
5 Healthcare 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FMUN
1
Fidelity Systematic Municipal Bond Index ETF
FMUN
$176M
$17.7M 21.26%
351,465
-10,667
-3% -$536K
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$196B
$14M 16.91%
157,038
+1,797
+1% +$159K
VV icon
3
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$5.56M 6.69%
17,649
– –
VEA icon
4
Vanguard FTSE Developed Markets ETF
VEA
$239B
$3.02M 3.64%
48,354
– –
AGG icon
5
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.58M 3.1%
25,819
– –
MSFT icon
6
Microsoft
MSFT
$3.79T
$2.27M 2.73%
4,688
+11
+0.2% +$5.51K
KLAC icon
7
KLA
KLAC
$226B
$1.81M 2.18%
14,900
– –
VOO icon
8
Vanguard S&P 500 ETF
VOO
$1.03T
$1.72M 2.07%
2,740
– –
VTI icon
9
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$1.54M 1.86%
4,604
– –
AVGO icon
10
Broadcom
AVGO
$1.7T
$1.52M 1.83%
4,387
+17
+0.4% +$6.08K
JPM icon
11
JPMorgan Chase
JPM
$962B
$1.27M 1.53%
3,936
– –
VO icon
12
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.13M 1.36%
15,624
+1,256
+9% +$91.4K
STX icon
13
Seagate
STX
$181B
$1.05M 1.27%
3,829
– –
VB icon
14
Vanguard Morningstar Small-Cap ETF
VB
$81B
$1.05M 1.27%
4,086
– –
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.09T
$1.03M 1.24%
2,054
+1,500
+271% +$746K
AAPL icon
16
Apple
AAPL
$4.79T
$985K 1.19%
3,623
-29
-0.8% -$7.79K
DE icon
17
Deere & Co
DE
$187B
$930K 1.12%
1,997
– –
ABBV icon
18
AbbVie
ABBV
$460B
$730K 0.88%
3,193
– –
LOW icon
19
Lowe's Companies
LOW
$113B
$730K 0.88%
3,025
+20
+0.7% +$4.8K
COST icon
20
Costco
COST
$410B
$692K 0.83%
803
+5
+0.6% +$4.53K
BLK icon
21
Blackrock
BLK
$174B
$639K 0.77%
597
– –
JNJ icon
22
Johnson & Johnson
JNJ
$671B
$605K 0.73%
2,925
+31
+1% +$6.13K
VXUS icon
23
Vanguard Total International Stock ETF
VXUS
$164B
$546K 0.66%
7,239
– –
COF icon
24
Capital One
COF
$135B
$540K 0.65%
2,230
– –
IDEV icon
25
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$540K 0.65%
6,543
– –
1
2 3 4 5

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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 Miscellaneous at 63% of assets, down from 63% a quarter earlier, followed by Technology and Financials.

  • 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.