Institutional Manager · CIK 0001593600
Riverview Trust Co
VANCOUVER, WA · File #028-19096
Latest AUM
$83.1M
Positions
240
Top-10 Concentration
69.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025240 pos · $83.1M
- 13F HOLDINGS REPORTQ/E Sep 2025224 pos · $82.8M
- 13F HOLDINGS REPORTQ/E Jun 2025247 pos · $80.3M
- 13F HOLDINGS REPORTQ/E Mar 2025654 pos · $101.3M
- 13F HOLDINGS REPORTQ/E Dec 2024885 pos · $110.0M
- 13F HOLDINGS REPORTQ/E Sep 2024861 pos · $114.0M
- 13F HOLDINGS REPORTQ/E Jun 2024626 pos · $105.5M
- 13F HOLDINGS REPORTQ/E Mar 2024646 pos · $129,722
- 13F HOLDINGS REPORTQ/E Dec 2023676 pos · $112.8M
- 13F HOLDINGS REPORTQ/E Sep 2023678 pos · $110.3M
- 13F HOLDINGS REPORTQ/E Jun 2023730 pos · $108.8M
- 13F HOLDINGS REPORTQ/E Mar 2023718 pos · $105,693
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% |