Arkolith/Funds/Riverview Capital Advisers, LLC

Riverview Capital Advisers, LLC

CIK 1962933
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Riverview Capital Advisers, LLC holds a focused book of 88 stocks worth $348.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Dick's Sporting Goods Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +23% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
49
bought for the first time
Added to
38
already held, bought more
Trimmed
30
sold some, still holds it
Sold out
7
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+23.2%
+12.4%/yr · since Nov '24
Their reported book
+23.6%
held from quarter-end
S&P 500
+31.4%
same window
$8K$10K$11K$12K$13KNov '24Mar '25Aug '25Dec '25Apr '26Aug '26
Riverview Capital Advisers, LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Riverview Capital Advisers, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
34%
Top 10 holdings
49%
Top 20 holdings
72%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

ETF / fund or unclassified
27%
Information Technology
26%
Consumer Discretionary
21%
Financials
12%
Industrials
5%
Utilities
3%
Real Estate
3%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Riverview Capital Advisers, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 80$586.2B
ROYAL BANK OF CANADA78 / 80$167.2B
WELLS FARGO & COMPANY/MN78 / 80$161.0B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 80$17.9B
OSAIC HOLDINGS, INC.78 / 80$17.8B
Steward Partners Investment Advisory, LLC78 / 80$6.5B
IFP Advisors, Inc78 / 80$1.3B
UBS Group AG77 / 80$151.3B

Ranked by how many of Riverview Capital Advisers, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

88 positions
#SecurityValueShares% PortLast moveHistory
1Amazon Com Inc
COM
$25.4M106.5K
7.3%
−5.9%
Reduced · −7K sh
2Berkshire Hathaway Inc Del
CL B NEW
$25.3M50.5K
7.3%
−0.3%
Reduced · −170 sh
3Apple Inc
COM
$24.9M86.2K
7.2%
+0.9%
Added · +757 sh
4Micron Technology Inc
COM
$24.5M21.3K
7.0%
−8.2%
Reduced · −2K sh
5Vanguard Index FDS
MID CAP ETF
$18.5M229.2K
5.3%
+302%
Added · +172K sh
6Vanguard Index FDS
GROWTH ETF
$12.4M144.1K
3.6%
+564%
Added · +122K sh
7Tesla Inc
COM
$12.2M29.1K
3.5%
−0.6%
Reduced · −170 sh
8Fundvantage TR
POLE FOCU GR ETF
$9.9M453.2K
2.8%
−9.5%
Reduced · −48K sh
9Vanguard Specialized Funds
DIV APP ETF
$9.6M40.4K
2.7%
+8.2%
Added · +3K sh
10Park Hotels & Resorts Inc
COM
$9.3M653.4K
2.7%
−1.8%
Reduced · −12K sh
11Capital Group Dividend Value
SHS CREAT UNIT
$8.7M176.6K
2.5%
+12%
Added · +19K sh
12Microsoft Corp
COM
$8.6M23.1K
2.5%
−1.4%
Reduced · −325 sh
13Salesforce Inc
COM
$8.1M51.4K
2.3%
+22%
Added · +9K sh
14Capital Group Intl Focus Eqt
SHS CREAT UNIT
$8.0M230.9K
2.3%
+2.4%
Added · +5K sh
15Markel Group Inc
COM
$7.8M4.0K
2.3%
−4.2%
Reduced · −177 sh
16United Rentals Inc
COM
$7.6M6.7K
2.2%
−4.1%
Reduced · −287 sh
17Ryder Sys Inc
COM
$7.4M28.0K
2.1%
−4.2%
Reduced · −1K sh
18Home Depot Inc
COM
$7.4M20.9K
2.1%
+38%
Added · +6K sh
19Servicenow Inc
COM
$7.3M73.6K
2.1%
+91%
Added · +35K sh
20Vanguard Index FDS
TOTAL STK MKT
$6.9M18.6K
2.0%
−0.9%
Reduced · −164 sh
21Carrier Global Corporation
COM
$6.5M88.0K
1.9%
−19%
Reduced · −21K sh
22Simon Ppty Group Inc New
COM
$6.4M28.6K
1.8%
−3.3%
Reduced · −970 sh
23Walmart Inc
COM
$6.3M55.8K
1.8%
+1.4%
Added · +766 sh
24Alphabet Inc
CAP STK CL A
$6.1M17.2K
1.8%
+5.0%
Added · +822 sh
25Kinder Morgan Inc Del
COM
$5.7M178.2K
1.6%
−2.7%
Reduced · −5K sh
26Ishares TR
RUS 1000 VAL ETF
$5.4M22.5K
1.6%
+0.3%
Added · +59 sh
27Vanguard Scottsdale FDS
SHRT TRM CORP BD
$5.0M63.5K
1.4%
+59%
Added · +24K sh
28Nvidia Corporation
COM
$4.9M24.6K
1.4%
+7.6%
Added · +2K sh
29Eversource Energy
COM
$4.7M64.4K
1.3%
−1.3%
Reduced · −856 sh
30Enbridge Inc
COM
$3.8M70.1K
1.1%
−0.9%
Reduced · −650 sh
31Visa Inc
COM CL A
$3.7M10.8K
1.1%
+0.3%
Added · +29 sh
32Dicks Sporting Goods Inc
COM
$2.6M11.4K
0.7%
New
New position
33Aflac Inc
COM
$2.3M19.9K
0.7%
−0.6%
Reduced · −116 sh
34Tempus AI Inc
CL A
$2.1M36.4K
0.6%
Held
35Labcorp Holdings Inc
COM SHS
$1.9M6.9K
0.6%
+0.3%
Added · +19 sh
36Coca Cola Co
COM
$1.8M22.5K
0.5%
+0.7%
Added · +156 sh
37Avalonbay Cmntys Inc
COM
$1.7M9.1K
0.5%
−1.8%
Reduced · −170 sh
38Goldman Sachs Group Inc
COM
$1.5M1.5K
0.4%
+0.5%
Added · +7 sh
39Ishares TR
RUS 1000 GRW ETF
$1.5M12.1K
0.4%
+286%
Added · +9K sh
40Otis Worldwide Corp
COM
$1.4M19.1K
0.4%
−26%
Reduced · −7K sh
41Starwood Ppty TR Inc
COM
$1.4M82.5K
0.4%
−16%
Reduced · −16K sh
42Netflix Inc.
COM
$1.2M16.6K
0.3%
−0.5%
Reduced · −85 sh
43Ishares TR
U.S. TECH ETF
$1.1M9.8K
0.3%
Held
44Ishares TR
CORE S&P SCP ETF
$1.1M7.5K
0.3%
+113%
Added · +4K sh
45Morgan Stanley ETF Trust
EATON VANCE FLTG
$1.0M21.0K
0.3%
New
New position
46JPMorgan Chase & Co
COM
$892K2.7K
0.3%
+1.0%
Added · +28 sh
47Meta Platforms Inc
CL A
$885K1.6K
0.3%
+4.3%
Added · +65 sh
48Vanguard World FD
INF TECH ETF
$848K7.1K
0.2%
+701%
Added · +6K sh
49Exxon Mobil Corp
COM
$770K5.6K
0.2%
−12%
Reduced · −735 sh
50State STR SPDR S&P 500 ETF T
TR UNIT
$740K991
0.2%
+0.2%
Added · +2 sh
Showing 50 of 88 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202688$348.8M13F-HR
Q1 2026Mar 31, 2026May 14, 202686$299.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202691$330.5M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202598$345.8M13F-HR
Q1 2025Mar 31, 2025May 13, 202588$318.2M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202591$331.4M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202483$324.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.