Riverview Capital Advisers, LLC logo

Riverview Capital Advisers, LLC

RIA/Wealth

Riverview Capital Advisers, LLC is a RIA/Wealth based in Boston, MA led by Paula J Pienkowska, reporting $618.8M in AUM as of Q3 2025 with BRK.B as the largest holding (8% allocation).

Managing PartnerPaula J Pienkowska
Portfolio Value
$333.3M
Positions
97
Top Holding
BRK.B at 7.85%
Last Reported
Q3 2025
Address265 Franklin Street, Suite 403, Boston, MA, 02110, United States

Top Holdings

Largest long holdings in Riverview Capital Advisers, LLC's portfolio (47.5% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Insurance - Diversified
Financial Services
$26.2M
7.85%
-$147.3K
Sold
0.00%
52.0K shares
2
Amazon logo
Amazon
AMZN
Specialty Retail
Consumer Cyclical
$24.9M
7.46%
-$554.2K
Sold
0.00%
113.2K shares
3
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$23.0M
6.91%
-$63.9K
Sold
0.00%
90.4K shares
ETF
ETF
$16.0M
4.79%
-$2.5M
Sold
54.3K shares
ETF
ETF
$13.3M
3.99%
-$214.9K
Sold
52.3K shares
Auto - Manufacturers
Consumer Cyclical
$13.0M
3.91%
+$368.7K
Bought
0.00%
29.3K shares
Software - Infrastructure
Technology
$12.5M
3.74%
+$1.0M
Bought
0.00%
24.1K shares
REIT - Office
Real Estate
$9.9M
2.97%
-$74.9K
Sold
0.08%
133.3K shares
REIT - Retail
Real Estate
$9.9M
2.97%
-$264.1K
Sold
0.02%
52.7K shares
ETF
ETF
$9.7M
2.90%
+$88.7K
Bought
20.2K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Riverview Capital Advisers, LLC's latest filing

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Market Value
$333.3M
Prior: $349.0M
Q/Q Change
-4.51%
-$15.7M
Net Flows % of MV
-14.29%
Turnover Ratio
10.88%
New Purchases
11 stocks
$2.6M
Added To
31 stocks
+$5.5M
Sold Out Of
13 stocks
$43.7M
Reduced Holdings
32 stocks
-$12.0M

Increased Positions

PositionShares Δ
New
New
3
Shopify logo
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Riverview Capital Advisers, LLC

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Sector Allocation

ETF: 21.00%ETFConsumer Cyclical: 15.30%Consumer CyclicalTechnology: 14.50%TechnologyFinancial Services: 13.30%Financial ServicesReal Estate: 13.10%Real EstateIndustrials: 6.50%Energy: 3.70%Healthcare: 3.20%Consumer Defensive: 3.00%Communication Services: 2.30%Utilities: 1.40%Basic Materials: 0.20%
ETF
21.00%
Consumer Cyclical
15.30%
Technology
14.50%
Financial Services
13.30%
Real Estate
13.10%
Industrials
6.50%
Energy
3.70%
Healthcare
3.20%
Consumer Defensive
3.00%
Communication Services
2.30%
Utilities
1.40%
Basic Materials
0.20%

Market Cap Distribution

Mega Cap (> $200B): 41.30%Mega Cap (> $200B)Large Cap ($10B - $200B): 30.11%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 4.95%Small Cap ($300M - $2B): 0.13%Micro Cap ($50M - $300M): 0.05%Nano Cap (< $50M): 0.09%N/A (ETF or Unknown): 23.38%N/A (ETF or Unknown)
Mega Cap (> $200B)
41.30%
Large Cap ($10B - $200B)
30.11%
Mid Cap ($2B - $10B)
4.95%
Small Cap ($300M - $2B)
0.13%
Micro Cap ($50M - $300M)
0.05%
Nano Cap (< $50M)
0.09%
N/A (ETF or Unknown)
23.38%

Portfolio Concentration

Top 10 Holdings %
47.49%
Top 20 Holdings %
67.65%
Top 50 Holdings %
93.73%
Top 100 Holdings %
100.0%

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