Data as of Q4 2025 (Dec 31, 2025)

Riverview Trust Co

โ€ขCIK: 1593600โ€ขFiling: Q4 2025

Riverview Trust Co manages $83M in assets across 218 positions, with a focus on index-based investments and select blue-chip equities. The fund's top holdings include fixed income and international equity ETFs, with FMUN and IEFA comprising $31.7M, or 38% of the portfolio. Notable equity positions include MSFT ($2.3M), KLAC ($1.8M), and AVGO ($1.5M), while VOO and VTI account for $3.2M, or 4% of the portfolio. The fund's largest allocation is to FMUN, at $17.7M, or 21% of total assets.

Total AUM
$83.1M
QoQ Performance
+0.3%
Positions
218
Top 10 Concentration
62.3%
Latest Filing
Q4 2025

Top Holdings Allocation

FMUN
IEFA
VV
FMUN21.3%
IEFA16.9%
VV6.7%
VEA3.6%
AGG3.1%
MSFT2.7%
KLAC2.2%
VOO2.1%

๐Ÿ“ˆ Biggest Buys

BRK/B
Berkshire Hathaway Inc B
+270.8%
1.2% of portfolio
ITOT
IShares Tr Core S&P Total Stock ETF
NEW
0.4% of portfolio
IEFA
iShares Core MSCI EAFE ETF
+1.2%
16.9% of portfolio
UL
Unilever Plc ADR
NEW
0.2% of portfolio
TTE
Totalenergies Se Act
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

FMUN
Fidelity Municipal Bond Index ETF
-2.9%
21.3% of portfolio
INTC
Intel Corp
-59.5%
0.1% of portfolio
MRK
Merck & Co Inc
-51.5%
0.1% of portfolio
PFE
Pfizer Inc
-60.4%
0.0% of portfolio
CMCSA
Comcast Corp Class A
-59.8%
0.0% of portfolio

Sector Breakdown

Other73.2%
Technology9.1%
Financial5.0%
Healthcare2.7%
ETF2.7%
Consumer2.7%
Industrial2.5%
Utilities0.7%

๐Ÿšช Exited Positionssold since Q3 2025

VTEB
Vanguard Mun Bd Fds Tax Exempt Bd
SOLD
$777.3K
BRK/A
Berkshire Hathaway Inc A
SOLD
$754.2K
UL
Unilever Plc Spon Adr New
SOLD
$159.2K
RIO
Rio Tinto Plc ADR
SOLD
$114.1K
TTEN
TotalEnergies SE ADR
SOLD
$104.5K
+17 more exited positions

Changes from Q3 2025

NEW18 new positions
โ†‘21 increased
โ†“9 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023