Riverview Trust
Riverview Trust reported 166 stocks worth $83.9M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are FMUN (17.4%), IEFA (16.8%) and VV (7.2%). Compared with Q1 2026, the fund opened new positions in UL, added to KLAC and VO, trimmed FMUN, IEFA and AGG and sold out of IDEV, VFMO and MU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FMUN Fidelity Merrimack Str TR | $14.6M | 17.4% | 290K | −62K (−18%) | 5 of 8 | |
| 2 |  IEFA Ishares TR | $14.1M | 16.8% | 146K | −11K (−7%) | 8 of 8 | |
| 3 |  VV Vanguard Large Cap ETF | $6.1M | 7.2% | 18K | No change | 8 of 8 | |
| 4 |  KLAC Kla Corp | $4.5M | 5.4% | 15K | +13K (+900%) | 8 of 8 | |
| 5 |  STX Seagate Technology Hldngs PL | $3.7M | 4.4% | 3,829 | No change | 8 of 8 | |
| 6 |  VEA Vanguard Tax-Managed Fds | $3.4M | 4.1% | 48K | No change | 8 of 8 | |
| 7 |  AGG Ishares TR | $2.1M | 2.5% | 21K | −4,619 (−18%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $1.9M | 2.2% | 2,740 | No change | 8 of 8 | |
| 9 |  MSFT Microsoft Corp | $1.7M | 2.0% | 4,568 | −120 (−3%) | 8 of 8 | |
| 10 |  VTI Vanguard Total Stock Market ETF | $1.7M | 2.0% | 4,604 | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IDEV Ishares TR | $501K | 6,000 |
 VFMO Vanguard U.s. Momentum Factor ETF | $419K | 2,128 |
HONEYWELL INTL INC | $60K | 265 |
 MU Micron Technology Inc | $57K | 170 |
 C Citigroup Inc | $49K | 435 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Riverview Trust 13F FAQ
What does Riverview Trust own?
Riverview Trust reported 166 stocks worth $83.9M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are FMUN (17.4%), IEFA (16.8%) and VV (7.2%). The table above lists every position in the filing (the top 10 without an account).
What did Riverview Trust buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 3 added to, 26 trimmed and 41 sold out. New positions include UL. It sold all of IDEV, VFMO and MU.
When will Riverview Trust file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Riverview Trust's portfolio worth?
The Q2 2026 filing reports $83.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.