Filed: 7/21/2025ACC: 0001593600-25-000003
📋 What this filing means
RIVERVIEW TRUST CO filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $80.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$80.35M
Total AUM (reported)
945.45K
Total Shares
Allocation by class
COM$79.94M99.5%
PFD STK$407.1K0.5%
Portfolio Concentration
Top 3$36.80M45.8%
4–10$13.18M16.4%
11–25$11.10M13.8%
Rest$19.27M24.0%
Top 3 weight
45.8%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 945.45K
Sole
Full voting authority
945.45K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole196
Shared0
Other28
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings224
Rows:
Fidelity Municipal Bond Index ETF
SOLEShares387.42K
TypeSH
Market value$18.84M
23.45%
Sole
387.42K
Shared
0.00
None
0.00
iShares Core MSCI EAFE ETF
SOLEShares154.81K
TypeSH
Market value$12.92M
16.08%
Sole
154.81K
Shared
0.00
None
0.00
Vanguard Large Cap Index Fund ETF
SOLEShares17.65K
TypeSH
Market value$5.04M
6.27%
Sole
17.65K
Shared
0.00
None
0.00
Vanguard FTSE Developed Markets ETF
SOLEShares48.35K
TypeSH
Market value$2.76M
3.43%
Sole
48.35K
Shared
0.00
None
0.00
iShares Core US Aggregate Bond ETF
SOLEShares25.82K
TypeSH
Market value$2.56M
3.19%
Sole
25.82K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares4.68K
TypeSH
Market value$2.33M
2.90%
Sole
4.68K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares2.74K
TypeSH
Market value$1.56M
1.94%
Sole
2.74K
Shared
0.00
None
0.00
Vanguard Total Stock Market ETF
SOLEShares4.74K
TypeSH
Market value$1.44M
1.79%
Sole
4.74K
Shared
0.00
None
0.00
Kla-Tencor Corp Com
SOLEShares1.49K
TypeSH
Market value$1.33M
1.66%
Sole
1.49K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares4.37K
TypeSH
Market value$1.20M
1.50%
Sole
4.37K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares3.94K
TypeSH
Market value$1.14M
1.42%
Sole
3.94K
Shared
0.00
None
0.00
Deere & Co
SOLEShares2K
TypeSH
Market value$1.02M
1.26%
Sole
2K
Shared
0.00
None
0.00
Vanguard Mid Cap Index Fund ETF
SOLEShares3.59K
TypeSH
Market value$1.01M
1.25%
Sole
3.59K
Shared
0.00
None
0.00
Vanguard Small Cap Index Fund ETF
SOLEShares4.10K
TypeSH
Market value$970.9K
1.21%
Sole
4.10K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares798.00
TypeSH
Market value$790.0K
0.98%
Sole
798.00
Shared
0.00
None
0.00
Vanguard Mun Bd Fds Tax Exempt Bd
SOLEShares15.53K
TypeSH
Market value$761.2K
0.95%
Sole
15.53K
Shared
0.00
None
0.00
Apple Inc
SOLEShares3.66K
TypeSH
Market value$751.3K
0.94%
Sole
3.66K
Shared
0.00
None
0.00
Berkshire Hathaway Inc A
SOLEShares1.00
TypeSH
Market value$728.8K
0.91%
Sole
1.00
Shared
0.00
None
0.00
Lowe's Companies Inc
SOLEShares3K
TypeSH
Market value$666.7K
0.83%
Sole
3K
Shared
0.00
None
0.00
Blackrock Inc.
SOLEShares597.00
TypeSH
Market value$626.4K
0.78%
Sole
597.00
Shared
0.00
None
0.00
AbbVie Inc
SOLEShares3.19K
TypeSH
Market value$592.7K
0.74%
Sole
3.19K
Shared
0.00
None
0.00
Seagate Technology Hldngs PLC ADR
SOLEShares3.83K
TypeSH
Market value$552.6K
0.69%
Sole
3.83K
Shared
0.00
None
0.00
Illinois Tool Works Inc
SOLEShares2.12K
TypeSH
Market value$522.9K
0.65%
Sole
2.12K
Shared
0.00
None
0.00
iShares Tr Core MSCI Intl
DFNDShares6.54K
TypeSH
Market value$497.5K
0.62%
Sole
6.54K
Shared
0.00
None
0.00
Paychex Inc
SOLEShares3.28K
TypeSH
Market value$477.0K
0.59%
Sole
3.28K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Fidelity Municipal Bond Index ETFSOLE | Com | 387.42K | SH | $18.84M 23.45% | 387.42K | 0.00 | 0.00 |
iShares Core MSCI EAFE ETFSOLE | Com | 154.81K | SH | $12.92M 16.08% | 154.81K | 0.00 | 0.00 |
Vanguard Large Cap Index Fund ETFSOLE | Com | 17.65K | SH | $5.04M 6.27% | 17.65K | 0.00 | 0.00 |
Vanguard FTSE Developed Markets ETFSOLE | Com | 48.35K | SH | $2.76M 3.43% | 48.35K | 0.00 | 0.00 |
iShares Core US Aggregate Bond ETFSOLE | Com | 25.82K | SH | $2.56M 3.19% | 25.82K | 0.00 | 0.00 |
Microsoft CorpSOLE | Com | 4.68K | SH | $2.33M 2.90% | 4.68K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | Com | 2.74K | SH | $1.56M 1.94% | 2.74K | 0.00 | 0.00 |
Vanguard Total Stock Market ETFSOLE | Com | 4.74K | SH | $1.44M 1.79% | 4.74K | 0.00 | 0.00 |
Kla-Tencor Corp ComSOLE | Com | 1.49K | SH | $1.33M 1.66% | 1.49K | 0.00 | 0.00 |
Broadcom IncSOLE | Com | 4.37K | SH | $1.20M 1.50% | 4.37K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | Com | 3.94K | SH | $1.14M 1.42% | 3.94K | 0.00 | 0.00 |
Deere & CoSOLE | Com | 2K | SH | $1.02M 1.26% | 2K | 0.00 | 0.00 |
Vanguard Mid Cap Index Fund ETFSOLE | Com | 3.59K | SH | $1.01M 1.25% | 3.59K | 0.00 | 0.00 |
Vanguard Small Cap Index Fund ETFSOLE | Com | 4.10K | SH | $970.9K 1.21% | 4.10K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | Com | 798.00 | SH | $790.0K 0.98% | 798.00 | 0.00 | 0.00 |
Vanguard Mun Bd Fds Tax Exempt BdSOLE | Com | 15.53K | SH | $761.2K 0.95% | 15.53K | 0.00 | 0.00 |
Apple IncSOLE | Com | 3.66K | SH | $751.3K 0.94% | 3.66K | 0.00 | 0.00 |
Berkshire Hathaway Inc ASOLE | Com | 1.00 | SH | $728.8K 0.91% | 1.00 | 0.00 | 0.00 |
Lowe's Companies IncSOLE | Com | 3K | SH | $666.7K 0.83% | 3K | 0.00 | 0.00 |
Blackrock Inc.SOLE | Com | 597.00 | SH | $626.4K 0.78% | 597.00 | 0.00 | 0.00 |
AbbVie IncSOLE | Com | 3.19K | SH | $592.7K 0.74% | 3.19K | 0.00 | 0.00 |
Seagate Technology Hldngs PLC ADRSOLE | Com | 3.83K | SH | $552.6K 0.69% | 3.83K | 0.00 | 0.00 |
Illinois Tool Works IncSOLE | Com | 2.12K | SH | $522.9K 0.65% | 2.12K | 0.00 | 0.00 |
iShares Tr Core MSCI IntlDFND | Com | 6.54K | SH | $497.5K 0.62% | 6.54K | 0.00 | 0.00 |
Paychex IncSOLE | Com | 3.28K | SH | $477.0K 0.59% | 3.28K | 0.00 | 0.00 |
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