Institutional Fund
Riverview Trust Co
Vancouver, WACIK 15936005 filings on record
Portfolio Value
$81.20M
Q1 2026
Holdings
202
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-2.2%
from $83.06M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Fidelity Merrimack Str Tr21.5%
- Ishares Tr17.5%
- Vanguard Index Fds6.5%
- Vanguard Tax-Managed Fds3.8%
- Ishares Tr3.2%
- Kla Corp2.7%
- Other44.8%
Portfolio Holdings
202 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack Str Tr | 351.5K | $17.44M | 21.5% | 0 | Held |
| 2 | Ishares Tr | 157.2K | $14.23M | 17.5% | +182 | Added |
| 3 | Vanguard Index Fds | 17.6K | $5.27M | 6.5% | 0 | Held |
| 4 | Vanguard Tax-Managed Fds | 48.4K | $3.10M | 3.8% | 0 | Held |
| 5 | Ishares Tr | 25.8K | $2.56M | 3.2% | 0 | Held |
| 6 | Kla Corp | 1.5K | $2.19M | 2.7% | 0 | Held |
| 7 | Microsoft Corp | 4.7K | $1.74M | 2.1% | 0 | Held |
| 8 | Vanguard Index Fds | 2.7K | $1.64M | 2.0% | 0 | Held |
| 9 | Seagate Technology Hldngs Pl | 3.8K | $1.50M | 1.8% | 0 | Held |
| 10 | Vanguard Index Fds | 4.6K | $1.48M | 1.8% | 0 | Held |
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