Riverstone Advisors, LLC

Registered adviser

CIK

1763404

Location

NEW BRAUNFELS, TX

Portfolio Value

Small $241,148,724

Diversification

Diversified

Filing Date

Global Rank

#5,912 / 8,827 ▲ 120

Top Industry

Internet Content & Information 19.3%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 130346

Roster of Nov 1, 2026

Regulatory AUM

$640,943,431

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$640,943,431	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$390,163,096	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$328,733,386	Individuals and high net worth (95%)
May 2023 to Mar 2024	$281,242,094	Individuals and high net worth (94%)
Apr 2023	$281,242,094	Individuals and high net worth (94%)
Apr 2022 to Mar 2023	$347,247,652	Individuals and high net worth (94%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 73.3% of the book (60%+)

Turnover

Low turnover

11.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.1 quarters (12+), a floor since 60.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 69.7%; sector active share 33.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

85 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

25.7%

−0.9 pts

Top 5

57.1%

−1.0 pts

Top 10

73.3%

−2.8 pts

HHI

1,029

Diversified−49

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.0%	$77,087,325	20
Consumer Cyclical	16.7%	$40,256,449	5
Technology	16.6%	$39,926,174	23
Communication Services	13.2%	$31,808,694	4
Financial Services	7.4%	$17,757,894	8
Industrials	6.2%	$15,023,296	8
Healthcare	4.4%	$10,552,466	10
Energy	2.8%	$6,686,128	3
Consumer Defensive	0.9%	$2,050,298	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IDMO	Invesco Ltd.	+17,901	68,484	$4,128,900
ICSH	iShares Ultra Short Duration Bond Active ETF	+4,734	16,974	$858,544
IWF	iShares Russell 1000 Growth ETF	+4,594	6,125	$760,541
NVDA	Nvidia Corp	+3,830	29,402	$5,883,046
AAPL	Apple Inc.	+1,680	14,100	$4,079,976
IVV	iShares Core S&P 500 ETF	+1,318	79,539	$59,565,961
AMZN	Amazon Com Inc	+1,267	80,728	$19,240,711
INTC	Intel Corp	+1,118	7,578	$1,058,116
MSFT	Microsoft Corp	+906	6,441	$2,402,621
HWM	Howmet Aerospace Inc.	+663	5,741	$1,543,525
AVGO	Broadcom Inc.	+623	21,116	$7,976,569
PG	PROCTER & GAMBLE Co	+613	2,040	$299,145
GOOGL	Alphabet Inc.	+580	77,140	$27,567,521
QQQ	Invesco Qqq Trust, Series 1	+412	10,873	$8,006,877
GE	General Electric Co	+397	1,489	$556,483
APH	Amphenol Corp	+383	2,441	$430,397
TSLA	Tesla, Inc.	+374	1,318	$554,350
JPM	Jpmorgan Chase & Co	+366	3,100	$1,014,723
WMT	Walmart Inc.	+364	4,153	$470,368
ABBV	AbbVie Inc.	+322	2,094	$526,934
V	Visa Inc.	+320	1,373	$471,062
GOOG	Alphabet Inc.	+288	8,720	$3,081,037
PM	Philip Morris International Inc.	+241	2,793	$505,281
HD	Home Depot, Inc.	+233	1,447	$510,327
ORCL	Oracle Corp	+228	2,640	$386,892
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−9,275	13,832	$335,149
XOM	ExxonMobil Holdings Corp	−3,624	13,421	$1,834,919
TSCO	Tractor Supply Co	−3,404	157,052	$4,964,413
SHOP	Shopify Inc.	−1,500	2,295	$262,043
PULS	PGIM Ultra Short Bond ETF	−736	11,166	$553,275
TOL	Toll Brothers, Inc.	−602	90,966	$14,986,648
MU	Micron Technology Inc	−420	2,350	$2,712,581
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	−369	8,973	$217,326
IQV	Iqvia Holdings Inc.	−265	1,109	$214,280
META	Meta Platforms, Inc.	−193	1,657	$933,371
GEV	GE Vernova Inc.	−125	353	$414,725
PH	Parker-Hannifin Corp	−112	599	$585,893
FTI	TechnipFMC plc	−101	4,229	$280,382
PAYC	Paycom Software, Inc.	−87	6,794	$853,869
LNG	Cheniere Energy, Inc.	−81	19,124	$4,570,827
SPY	Spdr S&P 500 ETF Trust	−74	2,452	$1,831,080
DHR	Danaher Corp	−59	35,656	$6,791,754
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−52	3,224	$1,193,008
VIG	Vanguard Specialized Funds	−43	1,145	$270,929
ISRG	Intuitive Surgical Inc	−26	855	$340,016
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
QQQM	Invesco Ltd.	2,782	$842,862
AMD	Advanced Micro Devices Inc	867	$503,648
JAAA	Janus Henderson AAA CLO ETF	9,948	$502,274
MRVL	Marvell Technology, Inc.	1,000	$297,890
GLW	Corning Inc	1,120	$286,081
ANET	Arista Networks, Inc.	1,562	$265,352
A	Agilent Technologies, Inc.	1,959	$260,213
LRCX	Lam Research Corp	596	$258,264
CIEN	Ciena Corp	496	$243,317
DIS	Walt Disney Co	2,356	$226,765
MA	Mastercard Inc	434	$222,902
IWV	iShares Russell 3000 ETF	514	$219,169
IBM	International Business Machines Corp	755	$212,313
ELV	Elevance Health, Inc.	538	$208,060
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IVW	iShares S&P 500 Growth ETF	2,965	$335,371
IVE	iShares S&P 500 Value ETF	1,202	$253,802
NOW	ServiceNow, Inc.	2,171	$226,978
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

85 tracked positions · $241,148,724 total · filing declares 85 positions · $241,147,421 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 85 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	79,539	+1,318	$59,565,961	+16.6%	26+	before history	24.70%
GOOGL	Alphabet Inc. Communication Services	Added	77,140	+580	$27,567,521	+25.2%	26+	before history	11.43%
AMZN	Amazon Com Inc Consumer Cyclical	Added	80,728	+1,267	$19,240,711	+16.3%	26+	before history	7.98%
TOL	Toll Brothers, Inc. Consumer Cyclical	Reduced	90,966	-602	$14,986,648	+19.9%	25	$35.22	6.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	21,426	+173	$10,721,356	+5.3%	26+	before history	4.45%
RTX	RTX Corp Industrials	Added	53,453	+208	$10,141,637	−1.3%	25	unpriced	4.21%
QQQ	Invesco Qqq Trust, Series 1	Added	10,873	+412	$8,006,877	+32.6%	11	$430.10	3.32%
AVGO	Broadcom Inc. Technology	Added	21,116	+623	$7,976,569	+25.8%	11	unpriced	3.31%
DHR	Danaher Corp Healthcare	Reduced	35,656	-59	$6,791,754	+0.3%	26+	before history	2.82%
AMAT	Applied Materials Inc Technology	Added	8,753	+177	$6,328,419	+115.9%	26+	before history	2.62%
NVDA	Nvidia Corp Technology	Added	29,402	+3,830	$5,883,046	+31.9%	14	$123.86	2.44%
TSCO	Tractor Supply Co Consumer Cyclical	Reduced	157,052	-3,404	$4,964,413	−31.7%	26+	before history	2.06%
LNG	Cheniere Energy, Inc. Energy	Reduced	19,124	-81	$4,570,827	−16.1%	17	$166.91	1.90%
IDMO	Invesco Ltd. Financial Services	Added	68,484	+17,901	$4,128,900	+48.8%	5	$55.43	1.71%
AAPL	Apple Inc. Technology	Added	14,100	+1,680	$4,079,976	+29.4%	26+	before history	1.69%
GOOG	Alphabet Inc. Communication Services	Added	8,720	+288	$3,081,037	+27.4%	11	$266.33	1.28%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	3,765	+61	$2,873,222	+98.7%	6	$388.77	1.19%
MU	Micron Technology Inc Technology	Reduced	2,350	-420	$2,712,581	+189.9%	11	$101.79	1.12%
MSFT	Microsoft Corp Technology	Added	6,441	+906	$2,402,621	+17.3%	19	$371.63	1.00%
XOM	ExxonMobil Holdings Corp Energy	Reduced	13,421	-3,624	$1,834,919	−36.5%	26+	before history	0.76%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,452	-74	$1,831,080	+11.5%	26+	before history	0.76%
HWM	Howmet Aerospace Inc. Industrials	Added	5,741	+663	$1,543,525	+31.9%	7	$130.95	0.64%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	3,224	-52	$1,193,008	+13.5%	26+	before history	0.49%
MPWR	Monolithic Power Systems, Inc. Technology	Added	819	+36	$1,132,152	+32.2%	6	$749.84	0.47%
AMGN	Amgen Inc Healthcare	Added	3,070	+121	$1,111,708	+7.1%	26+	before history	0.46%
PWR	Quanta Services, Inc. Industrials	Added	1,532	+145	$1,103,101	+44.9%	11	$307.29	0.46%
INTC	Intel Corp Technology	Added	7,578	+1,118	$1,058,116	+271.2%	2	$53.99	0.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,100	+366	$1,014,723	+26.2%	13	$204.44	0.42%
META	Meta Platforms, Inc. Communication Services	Reduced	1,657	-193	$933,371	−11.8%	11	$542.10	0.39%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	16,974	+4,734	$858,544	+38.6%	2	$50.60	0.36%
PAYC	Paycom Software, Inc. Technology	Reduced	6,794	-87	$853,869	+2.1%	26+	before history	0.35%
QQQM	Invesco Ltd. Financial Services	NEW	2,782	NEW	$842,862	NEW	1	$283.27	0.35%
COST	Costco Wholesale Corp Consumer Defensive	Added	829	+88	$775,504	+5.0%	11	$787.84	0.32%
IWF	iShares Russell 1000 Growth ETF	Added	6,125	+4,594	$760,541	+16.5%	3	unpriced	0.32%
GLD	Spdr Gold Trust	Held	1,923	0	$708,394	−14.4%	6	$279.50	0.29%
CSCO	Cisco Systems, Inc. Technology	Added	5,560	+73	$653,077	+53.4%	8	$56.81	0.27%
PH	Parker-Hannifin Corp Industrials	Reduced	599	-112	$585,893	−8.0%	8	$709.29	0.24%
GE	General Electric Co Industrials	Added	1,489	+397	$556,483	+79.6%	4	$290.82	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,318	+374	$554,350	+58.0%	2	$407.91	0.23%
PULS	PGIM Ultra Short Bond ETF	Reduced	11,166	-736	$553,275	−6.1%	2	$49.67	0.23%
ABBV	AbbVie Inc. Healthcare	Added	2,094	+322	$526,934	+36.7%	11	$172.78	0.22%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,447	+233	$510,327	+27.8%	25	$293.91	0.21%
PM	Philip Morris International Inc. Consumer Defensive	Added	2,793	+241	$505,281	+19.7%	9	$114.79	0.21%
AMD	Advanced Micro Devices Inc Technology	NEW	867	NEW	$503,648	NEW	1	$409.99	0.21%
JAAA	Janus Henderson AAA CLO ETF	NEW	9,948	NEW	$502,274	NEW	1	$50.59	0.21%
LLY	ELI LILLY & Co Healthcare	Added	404	+114	$484,569	+81.7%	2	$1,016.05	0.20%
V	Visa Inc. Financial Services	Added	1,373	+320	$471,062	+48.0%	7	$313.79	0.20%
WMT	Walmart Inc. Consumer Defensive	Added	4,153	+364	$470,368	−0.1%	8	$90.08	0.20%
IWD	iShares Russell 1000 Value ETF	Added	1,884	+1	$456,738	+13.5%	2	unpriced	0.19%
APH	Amphenol Corp Technology	Added	2,441	+383	$430,397	+65.5%	2	$141.29	0.18%

Showing the top 50 of 85 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.