Institutional Manager · CIK 0001593600

Riverview Trust Co

VANCOUVER, WA · File #028-19096

Latest AUM

$83.1M

Positions

240

Top-10 Concentration

69.2%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
EXITED	Vanguard Mun Bd Fds Tax Exempt Bd	922907746	-15,525	-$777,337	$0
EXITED	Berkshire Hathaway Inc A	084670108	-1	-$754,200	$0
ADD	Berkshire Hathaway Inc B	BRK-A	+1,500	+$753,975	-$50
NEW	IShares Tr Core S&P Total Stock ETF	464287150	+2,154	+$320,278	$0
EXITED	Unilever Plc Spon Adr New	904767704	-2,685	-$159,167	$0
NEW	Unilever Plc ADR	UNLYF	+2,385	+$155,979	$0
REDUCE	Intel Corp	INTC	-3,724	-$137,416	+$20,958
REDUCE	Merck & Co Inc	MRK	-1,145	-$120,523	+$47,460
NEW	Totalenergies Se Act	TTE	+1,750	+$114,137	$0
EXITED	Rio Tinto Plc ADR	767204100	-1,728	-$114,065	$0

Sector Allocation

Technology

10.5%$8.7M

Industrials

3.1%$2.6M

Healthcare

2.7%$2.2M

Consumer Discretionary

2.3%$1.9M

Financials

1.5%$1.3M

Energy

1.2%$1.0M

Consumer Staples

0.9%$757,557

Communication Services

0.9%$747,471

Real Estate

0.1%$101,132

Materials

0.0%$37,370

Utilities

0.0%$26,638

Filing History

Jan 26, 202613F HOLDINGS REPORTQ/E Dec 2025240 pos · $83.1M
Oct 22, 202513F HOLDINGS REPORTQ/E Sep 2025224 pos · $82.8M
Jul 21, 202513F HOLDINGS REPORTQ/E Jun 2025247 pos · $80.3M
Apr 11, 202513F HOLDINGS REPORTQ/E Mar 2025654 pos · $101.3M
Feb 6, 202513F HOLDINGS REPORTQ/E Dec 2024885 pos · $110.0M
Oct 18, 202413F HOLDINGS REPORTQ/E Sep 2024861 pos · $114.0M
Jul 16, 202413F HOLDINGS REPORTQ/E Jun 2024626 pos · $105.5M
Apr 12, 202413F HOLDINGS REPORTQ/E Mar 2024646 pos · $129,722
Oct 17, 202313F HOLDINGS REPORTQ/E Dec 2023676 pos · $112.8M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Fidelity Municipal Bond Index ETF	316188846	304,950	$15.3M	21.36%
2	iShares Core MSCI EAFE ETF	46432F842	151,572	$13.6M	18.90%
3	Vanguard Large Cap Index Fund ETF	922908637	17,649	$5.6M	7.75%
4	Vanguard FTSE Developed Markets ETF	921943858	48,354	$3.0M	4.21%
5	iShares Core US Aggregate Bond ETF	464287226	25,819	$2.6M	3.60%
6	Fidelity Municipal Bond Index ETF	316188846	46,515	$2.3M	3.26%
7	Microsoft Corp	MSFT	4,568	$2.2M	3.08%
8	Kla-Tencor Corp Com	KLAC	1,490	$1.8M	2.52%
9	Vanguard S&P 500 ETF	922908363	2,740	$1.7M	2.40%
10	Vanguard Total Stock Market ETF	922908769	4,604	$1.5M	2.15%
11	Broadcom Inc	AVGO	4,387	$1.5M	2.12%
12	JPMorgan Chase & Co	VYLD	3,936	$1.3M	1.77%
13	Vanguard Mid Cap Index Fund ETF	922908629	3,906	$1.1M	1.58%
14	Seagate Technology Hldngs PLC ADR	SE	3,829	$1.1M	1.47%
15	Berkshire Hathaway Inc B	BRK-A	2,054	$1.0M	1.44%
16	Deere & Co	DE	1,997	$929,743	1.30%
17	Apple Inc	AAPL	3,405	$925,683	1.29%
18	Vanguard Small Cap Index Fund ETF	922908751	3,118	$804,288	1.12%
19	Lowe's Companies Inc	548661107	3,025	$729,509	1.02%
20	Costco Wholesale Corp	22160K105	803	$692,459	0.97%