RIVERVIEW CAPITAL ADVISERS, LLC

PrivateCIK: 1962933
Location

BOSTON, MA

๐Ÿ“‹ What this filing means

RIVERVIEW CAPITAL ADVISERS, LLC filed this quarterly 13Fโ€‘HR report disclosing 91 equity positions with a total reported market value of $330.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

91
Positions
$330.50M
Total AUM (reported)
3.63M
Total Shares

Allocation by class

TOTAL AUM$330.50M91 positions
COM$193.07M58.4%
CL B NEW$25.32M7.7%
MID CAP ETF$15.86M4.8%
SMALL CP ETF$13.37M4.0%
POLEN FOCUS GROW$12.39M3.8%
GROWTH ETF$9.69M2.9%
SHS CREATION UNI$8.79M2.7%

Portfolio Concentration

Top 322.9%4โ€“1025.9%11โ€“2528.4%Rest22.8%TOP 1048.8%0%100%
Top 3$75.67M22.9%
4โ€“10$85.46M25.9%
11โ€“25$93.91M28.4%
Rest$75.45M22.8%

Top 3 weight

22.9%

Top 10 weight

48.8%

Voting Authority Distribution

Total shares with voting rights: 3.63M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.63M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole91
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings91
Rows:

AMAZON COM INC

SOLE
COM
Shares113.13K
TypeSH
Market value$26.11M
7.90%
Sole
0.00
Shared
0.00
None
113.13K

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares50.38K
TypeSH
Market value$25.32M
7.66%
Sole
0.00
Shared
0.00
None
50.38K

APPLE INC

SOLE
COM
Shares89.15K
TypeSH
Market value$24.24M
7.33%
Sole
0.00
Shared
0.00
None
89.15K

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares54.64K
TypeSH
Market value$15.86M
4.80%
Sole
0.00
Shared
0.00
None
54.64K

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares51.83K
TypeSH
Market value$13.37M
4.05%
Sole
0.00
Shared
0.00
None
51.83K

TESLA INC

SOLE
COM
Shares29.29K
TypeSH
Market value$13.17M
3.98%
Sole
0.00
Shared
0.00
None
29.29K

FUNDVANTAGE TR

SOLE
POLEN FOCUS GROW
Shares500.77K
TypeSH
Market value$12.39M
3.75%
Sole
0.00
Shared
0.00
None
500.77K

MICROSOFT CORP

SOLE
COM
Shares23.48K
TypeSH
Market value$11.35M
3.44%
Sole
0.00
Shared
0.00
None
23.48K

VANGUARD INDEX FDS

SOLE
GROWTH ETF
Shares19.86K
TypeSH
Market value$9.69M
2.93%
Sole
0.00
Shared
0.00
None
19.86K

SIMON PPTY GROUP INC NEW

SOLE
COM
Shares52K
TypeSH
Market value$9.63M
2.91%
Sole
0.00
Shared
0.00
None
52K

MARKEL GROUP INC

SOLE
COM
Shares4.18K
TypeSH
Market value$8.98M
2.72%
Sole
0.00
Shared
0.00
None
4.18K

BXP INC

SOLE
COM
Shares131.46K
TypeSH
Market value$8.87M
2.68%
Sole
0.00
Shared
0.00
None
131.46K

PARK HOTELS & RESORTS INC

SOLE
COM
Shares677.88K
TypeSH
Market value$7.09M
2.15%
Sole
0.00
Shared
0.00
None
677.88K

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares31.08K
TypeSH
Market value$6.83M
2.07%
Sole
0.00
Shared
0.00
None
31.08K

MICRON TECHNOLOGY INC

SOLE
COM
Shares23.50K
TypeSH
Market value$6.71M
2.03%
Sole
0.00
Shared
0.00
None
23.50K

CAPITAL GROUP INTL FOCUS EQT

SOLE
SHS CREATION UNI
Shares216.66K
TypeSH
Market value$6.40M
1.94%
Sole
0.00
Shared
0.00
None
216.66K

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares17.87K
TypeSH
Market value$5.99M
1.81%
Sole
0.00
Shared
0.00
None
17.87K

WALMART INC

SOLE
COM
Shares53.34K
TypeSH
Market value$5.94M
1.80%
Sole
0.00
Shared
0.00
None
53.34K

CARRIER GLOBAL CORPORATION

SOLE
COM
Shares111.82K
TypeSH
Market value$5.91M
1.79%
Sole
0.00
Shared
0.00
None
111.82K

UNITED RENTALS INC

SOLE
COM
Shares7.15K
TypeSH
Market value$5.79M
1.75%
Sole
0.00
Shared
0.00
None
7.15K

RYDER SYS INC

SOLE
COM
Shares29.01K
TypeSH
Market value$5.55M
1.68%
Sole
0.00
Shared
0.00
None
29.01K

HOME DEPOT INC

SOLE
COM
Shares15.22K
TypeSH
Market value$5.24M
1.58%
Sole
0.00
Shared
0.00
None
15.22K

KINDER MORGAN INC DEL

SOLE
COM
Shares182.26K
TypeSH
Market value$5.01M
1.52%
Sole
0.00
Shared
0.00
None
182.26K

ALPHABET INC

SOLE
CAP STK CL A
Shares15.69K
TypeSH
Market value$4.91M
1.49%
Sole
0.00
Shared
0.00
None
15.69K

ISHARES TR

SOLE
RUS 1000 VAL ETF
Shares22.33K
TypeSH
Market value$4.70M
1.42%
Sole
0.00
Shared
0.00
None
22.33K
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RIVERVIEW CAPITAL ADVISERS, LLC 13F Holdings โ€” 91 Positions | Finecho