Riverview Trust Co

Q3 2025 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
205
Total value ($000)
$82,775
Net value change ($000)
+2,426 (3.0%)
New positions
1
Sold out positions
20
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 631 4.9%
VV 398 7.9%
STX 351 63.5%
KLAC 272 20.4%
AVGO 237 19.7%
AAPL 179 23.8%
ABBV 146 24.6%
VEA 140 5.1%
VOO 122 7.8%
VXUS 103 24.0%
Top Reduces (Value $000, Stocks/ETFs)
FMUN -800 -4.2%
DE -102 -10.0%
SPSB -99 -100.0%
HPQ -91 -100.0%
BMY -89 -57.4%
MCD -80 -22.7%
Unilever PLC -76 -32.3%
PAYX -61 -12.8%
GLD -61 -100.0%
COST -51 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type