Riverview Capital Advisers, LLC

Registered adviser

CIK

1962933

Location

BOSTON, MA

Portfolio Value

Small $340,060,387

Diversification

Diversified

Filing Date

Global Rank

#4,828 / 8,817 ▲ 68

Top Industry

Semiconductors 11.8%

Period ended 4 months ago

Filed Aug 13, 2026 · 2mo

19 quarters · since Dec 2021

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, Oct 1, 2026

Form ADV adviser

CRD 140377

Roster of Oct 1, 2026

Regulatory AUM

$624,065,302

Main clients

Individuals and high net worth (100% 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 Oct 2026	$624,065,302	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$618,836,046	Individuals and high net worth (100%)
Apr 2024 to Mar 2025	$527,473,748	Individuals and high net worth (100%)
May 2023 to Mar 2024	$458,060,811	Individuals and high net worth (100%)
Apr 2023	$458,060,811	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$502,520,694	Individuals and high net worth (100%)

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

Diversified active

Top 10 weight 55.1%, 21.8 effective positions, active share 71.7% against the Nasdaq-100 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

21.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.3 quarters (12+)

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 71.7%; sector active share 23.9% against the combined 13F book's sector weights.

Over time 19 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.

View clone backtest

Portfolio Concentration

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

Top Position

11.4%

+0.1 pts

Top 5

40.8%

+1.6 pts

Top 10

55.1%

+1.7 pts

HHI

460

Diversified+7

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	25.3%	$86,023,028	24
Technology	23.6%	$80,260,738	13
Consumer Cyclical	14.3%	$48,638,289	7
Financial Services	12.7%	$43,321,773	11
Industrials	7.0%	$23,939,801	6
Real Estate	5.5%	$18,758,564	4
Energy	3.0%	$10,269,865	3
Consumer Defensive	2.5%	$8,583,913	3
Communication Services	2.5%	$8,427,455	4
Healthcare	2.0%	$6,678,556	10
Utilities	1.4%	$4,655,705	1
Basic Materials	0.1%	$502,700	1

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
VO	VANGUARD MID-CAP INDEX FUND	+172,157	229,186	$18,465,516
VUG	VANGUARD GROWTH INDEX FUND	+122,384	144,092	$12,412,084
NOW	ServiceNow, Inc.	+35,012	73,571	$7,304,128
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+23,666	63,510	$5,019,195
CGDV	Capital Group Dividend Value ETF	+18,576	176,590	$8,702,355
CRM	Salesforce, Inc.	+9,371	51,438	$8,058,277
IWF	iShares Russell 1000 Growth ETF	+8,947	12,075	$1,499,352
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+6,211	7,097	$848,233
HD	Home Depot, Inc.	+5,722	20,850	$7,353,378
CGXU	Capital Group International Focus Equity ETF	+5,324	230,943	$7,995,246
IJR	iShares Core S&P Small-Cap ETF	+3,967	7,477	$1,108,913
VIG	Vanguard Specialized Funds	+3,078	40,444	$9,569,859
NVDA	Nvidia Corp	+1,734	24,591	$4,920,413
PHG	Koninklijke Philips NV	+909	25,412	$690,952
BA	Boeing Co	+875	2,553	$552,647
GOOGL	Alphabet Inc.	+822	17,151	$6,129,252
WMT	Walmart Inc.	+766	55,775	$6,317,076
AAPL	Apple Inc.	+757	86,199	$24,942,542
PEP	Pepsico Inc	+212	3,217	$435,581
KO	Coca Cola Co	+156	22,533	$1,831,256
SPOT	Spotify Technology S.A.	+65	490	$224,973
META	Meta Platforms, Inc.	+65	1,572	$885,491
IWD	iShares Russell 1000 Value ETF	+59	22,453	$5,443,280
BX	Blackstone Inc.	+46	4,337	$510,334
V	Visa Inc.	+29	10,805	$3,707,087
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CARR	CARRIER GLOBAL Corp	−21,153	87,979	$6,453,259
STWD	Starwood Property Trust, Inc.	−15,516	82,505	$1,351,431
PK	Park Hotels & Resorts Inc.	−12,308	653,370	$9,310,522
IBIT	iShares Bitcoin Trust ETF	−9,682	6,483	$215,819
AMZN	Amazon Com Inc	−6,723	106,509	$25,385,355
OTIS	Otis Worldwide Corp	−6,626	19,053	$1,364,194
KMI	Kinder Morgan, Inc.	−4,936	178,223	$5,697,789
MU	Micron Technology Inc	−1,902	21,250	$24,528,662
R	Ryder System Inc	−1,230	27,998	$7,385,032
SPG	Simon Property Group Inc.	−970	28,555	$6,386,325
ES	Eversource Energy	−856	64,421	$4,655,705
XOM	ExxonMobil Holdings Corp	−735	5,630	$769,733
ENB	Enbridge Inc	−650	70,141	$3,802,343
CAVA	Cava Group, Inc.	−479	8,793	$690,074
SYK	Stryker Corp	−353	1,020	$321,136
JNJ	Johnson & Johnson	−327	2,623	$666,163
MSFT	Microsoft Corp	−325	23,104	$8,618,254
URI	United Rentals, Inc.	−287	6,737	$7,632,279
MKL	Markel Group Inc.	−177	4,019	$7,849,147
BRK-B	Berkshire Hathaway Inc	−170	50,542	$25,290,711
TSLA	Tesla, Inc.	−170	29,115	$12,245,769
—		−170	9,064	$1,710,286
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−164	18,632	$6,894,585
AFL	Aflac Inc	−116	19,871	$2,329,874
NFLX	Netflix Inc	−85	16,635	$1,187,739
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
DKS	Dick's Sporting Goods, Inc.	11,402	$2,586,087
EVLN		21,013	$1,019,235
SPCX	Space Exploration Technologies Corp	3,233	$552,390
GDX	VanEck Gold Miners ETF	5,000	$377,250
TSM	Taiwan Semiconductor Manufacturing Co Ltd	639	$305,167
AMD	Advanced Micro Devices Inc	456	$264,894
LRCX	Lam Research Corp	598	$259,131
DHR	Danaher Corp	1,198	$228,195
MS	Morgan Stanley	979	$204,650
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BXP	BXP, Inc.	130,098	$6,752,086
INDA	iShares MSCI India ETF	29,115	$1,363,746
SIRI	Sirius Xm Holdings Inc.	31,752	$732,836
EPI	WisdomTree India Earnings Fund	8,855	$361,284
CSGP	Costar Group, Inc.	5,972	$240,910
MSTR	Strategy Inc	1,908	$238,118
SG	Sweetgreen, Inc.	34,200	$177,498
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $340,060,387 total · filing declares 88 positions · $348,774,038 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	106,509	-6,723	$25,385,355	+7.6%	19	before history	7.46%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	50,542	-170	$25,290,711	+4.1%	19	before history	7.44%
AAPL	Apple Inc. Technology	Added	86,199	+757	$24,942,542	+15.0%	19	before history	7.33%
MU	Micron Technology Inc Technology	Reduced	21,250	-1,902	$24,528,662	+213.6%	19	before history	7.21%
VO	VANGUARD MID-CAP INDEX FUND	Added	229,186	+172,157	$18,465,516	+12.7%	19	before history	5.43%
VUG	VANGUARD GROWTH INDEX FUND	Added	144,092	+122,384	$12,412,084	+30.9%	19	before history	3.65%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	29,115	-170	$12,245,769	+12.5%	19	before history	3.60%
VIG	Vanguard Specialized Funds	Added	40,444	+3,078	$9,569,859	+19.1%	19	before history	2.81%
PK	Park Hotels & Resorts Inc. Real Estate	Reduced	653,370	-12,308	$9,310,522	+32.8%	6	$11.86	2.74%
CGDV	Capital Group Dividend Value ETF	Added	176,590	+18,576	$8,702,355	+29.5%	9	$41.90	2.56%
MSFT	Microsoft Corp Technology	Reduced	23,104	-325	$8,618,254	−0.6%	19	before history	2.53%
CRM	Salesforce, Inc. Technology	Added	51,438	+9,371	$8,058,277	+2.6%	2	$201.48	2.37%
CGXU	Capital Group International Focus Equity ETF	Added	230,943	+5,324	$7,995,246	+20.2%	18	$24.73	2.35%
MKL	Markel Group Inc. Financial Services	Reduced	4,019	-177	$7,849,147	−2.3%	4	$1,960.75	2.31%
URI	United Rentals, Inc. Industrials	Reduced	6,737	-287	$7,632,279	+49.1%	5	$668.80	2.24%
R	Ryder System Inc Industrials	Reduced	27,998	-1,230	$7,385,032	+23.4%	5	$147.38	2.17%
HD	Home Depot, Inc. Consumer Cyclical	Added	20,850	+5,722	$7,353,378	+47.8%	19	before history	2.16%
NOW	ServiceNow, Inc. Technology	Added	73,571	+35,012	$7,304,128	+81.2%	4	unpriced	2.15%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	18,632	-164	$6,894,585	+14.3%	19	before history	2.03%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	87,979	-21,153	$6,453,259	+5.0%	19	before history	1.90%
SPG	Simon Property Group Inc. Real Estate	Reduced	28,555	-970	$6,386,325	+16.0%	17	$110.55	1.88%
WMT	Walmart Inc. Consumer Defensive	Added	55,775	+766	$6,317,076	−7.6%	19	before history	1.86%
GOOGL	Alphabet Inc. Communication Services	Added	17,151	+822	$6,129,252	+30.5%	19	before history	1.80%
KMI	Kinder Morgan, Inc. Energy	Reduced	178,223	-4,936	$5,697,789	−7.2%	10	$17.56	1.68%
IWD	iShares Russell 1000 Value ETF	Added	22,453	+59	$5,443,280	+13.8%	19	before history	1.60%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Added	63,510	+23,666	$5,019,195	+58.9%	19	before history	1.48%
NVDA	Nvidia Corp Technology	Added	24,591	+1,734	$4,920,413	+23.4%	19	before history	1.45%
ES	Eversource Energy Utilities	Reduced	64,421	-856	$4,655,705	+2.9%	9	$59.47	1.37%
ENB	Enbridge Inc Energy	Reduced	70,141	-650	$3,802,343	−0.8%	17	$40.76	1.12%
V	Visa Inc. Financial Services	Added	10,805	+29	$3,707,087	+13.8%	19	before history	1.09%
DKS	Dick's Sporting Goods, Inc. Consumer Cyclical	NEW	11,402	NEW	$2,586,087	NEW	1	$220.93	0.76%
IYW	iShares, Inc.	Held	9,834	0	$2,480,429	+39.0%	19	before history	0.73%
AFL	Aflac Inc Financial Services	Reduced	19,871	-116	$2,329,874	+6.3%	19	before history	0.69%
TEM	Tempus AI, Inc. Healthcare	Held	36,441	0	$2,111,027	+28.1%	6	$55.24	0.62%
LH	Labcorp Holdings Inc. Healthcare	Added	6,941	+19	$1,943,480	+5.2%	9	$203.75	0.57%
KO	Coca Cola Co Consumer Defensive	Added	22,533	+156	$1,831,256	+7.6%	19	before history	0.54%
		Reduced	9,064	-170	$1,710,286	+13.4%	11	$174.90	0.50%
GS	Goldman Sachs Group Inc Financial Services	Added	1,489	+7	$1,505,929	+20.1%	11	$379.67	0.44%
IWF	iShares Russell 1000 Growth ETF	Added	12,075	+8,947	$1,499,352	+12.4%	12	unpriced	0.44%
OTIS	Otis Worldwide Corp Industrials	Reduced	19,053	-6,626	$1,364,194	−31.1%	2	$87.49	0.40%
STWD	Starwood Property Trust, Inc. Real Estate	Reduced	82,505	-15,516	$1,351,431	−19.9%	10	$20.24	0.40%
NFLX	Netflix Inc Communication Services	Reduced	16,635	-85	$1,187,739	−26.1%	19	before history	0.35%
IJR	iShares Core S&P Small-Cap ETF	Added	7,477	+3,967	$1,108,913	+154.1%	2	unpriced	0.33%
EVLN		NEW	21,013	NEW	$1,019,235	NEW	1	$48.75	0.30%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,725	+28	$891,974	+12.4%	15	$163.38	0.26%
META	Meta Platforms, Inc. Communication Services	Added	1,572	+65	$885,491	+2.7%	13	$506.97	0.26%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	7,097	+6,211	$848,233	—	11	unpriced	0.25%
XOM	ExxonMobil Holdings Corp Energy	Reduced	5,630	-735	$769,733	−28.7%	19	before history	0.23%
SPY	Spdr S&P 500 ETF Trust	Added	991	+2	$740,049	+15.1%	11	$491.93	0.22%
PHG	Koninklijke Philips NV Healthcare	Added	25,412	+909	$690,952	+2.9%	9	unpriced	0.20%

Showing the top 50 of 87 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.