Riverview Trust Co
- SEC CIK
- 0001593600
- Latest filing
- Jul 31, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 26, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 219
- +14 vs. Q3 2025
- Portfolio value
- $83.1M
- +$283.0K (+0.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOWLowes Companies Inc | Stock | 3,025 | $729.5K | 0.9% | +20+0.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,193 | $729.6K | 0.9% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 1,997 | $929.7K | 1.1% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 3,623 | $984.9K | 1.2% | −29−0.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,054 | $1.03M | 1.2% | +1,500+270.8% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,086 | $1.05M | 1.3% | 00.0% | Unchanged | – |
| STXSeagate Technology Holdings plc | ORD SHS | 3,829 | $1.05M | 1.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,906 | $1.13M | 1.4% | +314+8.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 3,936 | $1.27M | 1.5% | 00.0% | Unchanged | History |
| AVGOBroadcom Inc. | Stock | 4,387 | $1.52M | 1.8% | +17+0.4% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,604 | $1.54M | 1.9% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,740 | $1.72M | 2.1% | 00.0% | Unchanged | – |
| KLACKLA Corp | COM NEW | 1,490 | $1.81M | 2.2% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 4,688 | $2.27M | 2.7% | +11+0.2% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,819 | $2.58M | 3.1% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 48,354 | $3.02M | 3.6% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 17,649 | $5.56M | 6.7% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 157,038 | $14.0M | 16.9% | +1,797+1.2% | Added | – |
| Fidelity Merrimack STR Tr316188846 | SYSTEMATIC MUN | 351,465 | $17.7M | 21.3% | −10,667−2.9% | Reduced | – |
Sold out since Q3 2025 (7)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,525 | $777.3K | 0.9% | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $754.2K | 0.9% | History |
| ULUnilever PLC | SPON ADR NEW | 2,685 | $159.2K | 0.2% | History |
| RIORio Tinto PLC | ADR | 1,728 | $114.1K | 0.1% | History |
| CTRACoterra Energy Inc. | Stock | 3,901 | $92.3K | 0.1% | History |
| ABEVAmbev S.A. | SPONSORED ADR | 31,548 | $70.4K | 0.1% | History |
| VMEOVimeo, Inc. | COMMON STOCK | 819 | $6.35K | <0.1% | History |