JACI WARE

Riverview Trust Co

Assets Managed

$81.198M

Holdings

202

Last Quarter

2026 - Q1

Filed Date

2mo 26d ago

Growth Rate

-2.23%(2Q avg: -0.94%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Riverview Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Riverview Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 81.198M in assets, with a quarterly growth rate of -2.23% and a 2-quarter average growth rate of -0.94%. The portfolio is managed by JACI WARE, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
FMUN Fidelity System Muni Bnd Etf Recent Activity	21.49%	$17.444M 351,465 shares@ $49.64 avg price
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 0.12%	17.53%	$14.233M 157,220 shares@ $90.54 avg price	Increased 0.12%
VV Vanguard Large-cap Etf Recent Activity	6.5%	$5.274M 17,649 shares@ $298.86 avg price
VEA Vanguard Ftse Developed Etf Recent Activity	3.82%	$3.099M 48,354 shares@ $64.08 avg price
AGG Ishares Core U.s. Aggregate Recent Activity	3.16%	$2.563M 25,819 shares@ $99.27 avg price
KLAC Kla Corp Recent Activity	2.71%	$2.194M 1,490 shares@ $1472.42 avg price
MSFT Microsoft Corp Recent Activity	2.14%	$1.735M 4,688 shares@ $370.18 avg price
VOO Vanguard S&p 500 Etf Recent Activity	2.02%	$1.637M 2,740 shares@ $597.55 avg price
STX Seagate Technology Holdings Recent Activity	1.85%	$1.5M 3,829 shares@ $391.76 avg price
VTI Vanguard Total Stock Mkt Etf Recent Activity	1.82%	$1.477M 4,604 shares@ $320.81 avg price

1-10 of 202