Riverview Trust Co
โขCIK: 1593600โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other73.2%
Technology9.1%
Financial5.0%
Healthcare2.7%
ETF2.7%
Consumer2.7%
Industrial2.5%
Utilities0.7%
๐ช Exited Positionssold since Q3 2025
+17 more exited positions
Changes from Q3 2025
NEW18 new positions
โ21 increased
โ9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023