Revisor Wealth Management LLC
CIK: 0001887409SEC EDGAR →
Portfolio Value
$373.5M
Holdings
330
As of
Q4 2025
New Positions
20
Closed Positions
25
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 740,283 | $17.3M | 4.64% |
| 2 | APPLE INC | 64,161 | $16.0M | 4.29% |
| 3 | VANGUARD SCOTTSDALE FDS | 136,130 | $11.4M | 3.05% |
| 4 | VANGUARD WHITEHALL FDS | 112,475 | $10.4M | 2.79% |
| 5 | VANGUARD SCOTTSDALE FDS | 135,381 | $10.4M | 2.78% |
| 6 | MICROSOFT CORP | 22,286 | $10.2M | 2.72% |
| 7 | SPDR INDEX SHS FDS | 200,160 | $9.8M | 2.62% |
| 8 | ISHARES INC | 241,153 | $8.0M | 2.15% |
| 9 | SALESFORCE INC | 25,609 | $5.9M | 1.57% |
| 10 | AMAZON COM INC | 23,451 | $5.5M | 1.46% |
Quarterly Changes
Top Buys
New Positions (78)
$1.2M · 43K shares
$1.1M · 3K shares
$1.0M · 10K shares
$668K · 4K shares
$598K · 12K shares
$551K · 7K shares
$512K · 11K shares
$500K · 8K shares
$445K · 9K shares
$428K · 17K shares
$426K · 9K shares
$407K · 5K shares
$391K · 19K shares
$381K · 21K shares
$381K · 19K shares
$373K · 19K shares
$368K · 8K shares
$355K · 3K shares
$353K · 4K shares
$345K · 1K shares
$338K · 7K shares
$335K · 7K shares
$334K · 14K shares
$334K · 3K shares
$324K · 5K shares
$311K · 7K shares
$308K · 10K shares
$303K · 19K shares
$301K · 12K shares
$299K · 2K shares
$297K · 4K shares
$295K · 1K shares
$295K · 6K shares
$285K · 902 shares
$281K · 4K shares
$276K · 5K shares
$260K · 6K shares
$257K · 2K shares
$256K · 3K shares
$250K · 2K shares
$250K · 3K shares
$248K · 7K shares
$247K · 2K shares
$239K · 2K shares
$235K · 2K shares
$233K · 3K shares
$231K · 8K shares
$230K · 11K shares
$227K · 450 shares
$225K · 2K shares
$222K · 3K shares
$218K · 2K shares
$216K · 647 shares
$216K · 855 shares
$215K · 1K shares
$215K · 7K shares
$215K · 2K shares
$214K · 2K shares
$214K · 7K shares
$214K · 4K shares
$213K · 768 shares
$211K · 6K shares
$210K · 2K shares
$207K · 1K shares
$206K · 3K shares
$202K · 783 shares
$200K · 2K shares
$200K · 6K shares
$178K · 17K shares
$99K · 13K shares
$94K · 27K shares
$90K · 13K shares
$88K · 16K shares
$86K · 27K shares
$84K · 23K shares
$70K · 14K shares
$12K · 10K shares
$9K · 11K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 138 | $185.7M | 49.2% |
| Technology | 38 | $57.2M | 15.2% |
| Consumer Cyclical | 12 | $25.9M | 6.9% |
| Healthcare | 26 | $20.4M | 5.4% |
| Communication Services | 12 | $19.5M | 5.2% |
| Industrials | 33 | $17.4M | 4.6% |
| Consumer Defensive | 20 | $12.1M | 3.2% |
| Basic Materials | 15 | $11.5M | 3.1% |
| Unknown | 14 | $10.5M | 2.8% |
| Energy | 7 | $6.6M | 1.7% |
| Utilities | 9 | $6.4M | 1.7% |
| Real Estate | 6 | $4.3M | 1.1% |