§ 13F · FUND PROFILE
Riverview Trust Co.
AUM · $84M (13F)Positions · 166Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$188K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FMUN | Fidelity Municipal Bond Index ETF | 290K | $15M | 17.4% | −18% |
| 2 | IEFA | iShares Core MSCI EAFE ETF | 146K | $14M | 16.8% | −7% |
| 3 | VV | Vanguard Index FDS Morningstar LRG CP ETF | 18K | $6M | 7.2% | ±0% |
| 4 | KLAC | Kla-Tencor Corp Com | 15K | $4M | 5.4% | +900% |
| 5 | STX | Seagate Technology Hldngs PLC ADR | 4K | $4M | 4.4% | ±0% |
| 6 | VEA | Vanguard FTSE Developed Markets ETF | 48K | $3M | 4.1% | ±0% |
| 7 | AGG | iShares Core US Aggregate Bond ETF | 21K | $2M | 2.5% | −18% |
| 8 | VOO | Vanguard S&P 500 ETF | 3K | $2M | 2.2% | ±0% |
| 9 | MSFT | Microsoft Corp | 5K | $2M | 2.0% | −3% |
| 10 | VTI | VANGUARD MRNGSTR TTL STK MKT ETF | 5K | $2M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVERVIEW SIGNAL
AC read
Riverview Trust Co is a Other fund managing $84 million in assets. The fund runs a portfolio of 166 positions.
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