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CIK: 0001887409
Total reported value
$416.2M
$416.2M
266 檔
14.9%
The Q3 2025 SEC filing reveals that Revisor Wealth Management LLC held a total portfolio value of $416.2M, covering 266 public equity positions.
In Q3 2025, Revisor Wealth Management LLC displayed an active expansion posture, initiating 11 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.61% | -1.07% | +3.96% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.02% | +1.98% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.72% | +0.04% | +2.57% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.69% | -0.30% | +2.83% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.50% | -0.23% | -0.59% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.36% | -0.93% | +5.32% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.07% | +0.15% | +18.28% | |
| 8 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 2.56% | -0.42% | -0.74% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.13% | -0.36% | -0.34% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.79% | -0.37% | -0.84% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.64% | +0.12% | +2.72% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.02% | -1.82% | |
| 13 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.53% | +0.02% | -1.02% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.28% | -0.02% | +12.33% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | +0.10% | +14.88% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.11% | +0.03% | -2.73% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.04% | -0.12% | +5.21% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.01% | -0.34% | -2.75% | |
| 19 | BIBL | Inspire 100 ETF | ETF-Other | 1.01% | -0.02% | +2.65% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.01% | -10.34% | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.92% | -0.10% | +13.42% | |
| 22 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.87% | -0.12% | -5.38% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.86% | -0.12% | -7.92% | |
| 24 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.82% | -0.04% | — | |
| 25 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.79% | +0.01% | -0.13% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.03% | -10.42% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.08% | -8.41% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.04% | -2.82% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.02% | -16.35% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.62% | -0.01% | -2.74% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.12% | -4.94% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.59% | — | +14.17% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.58% | +0.05% | +92.01% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.02% | -12.82% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.55% | -0.26% | +4.99% | |
| 36 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.55% | +0.06% | — | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.53% | +0.17% | -1.38% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | -0.05% | +129.11% | |
| 39 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.49% | -0.10% | -14.65% | |
| 40 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.48% | -0.08% | -3.80% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.47% | -0.01% | +158.52% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.06% | +5.08% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.46% | -0.07% | +2.31% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | -6.97% | |
| 45 | LAC | Lithium Americas CORP | Stock-Other | 0.45% | -0.04% | -11.11% | |
| 46 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.44% | -0.04% | +8.09% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.44% | -0.09% | +3.15% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.44% | +0.08% | +172.29% | |
| 49 | MDT | Medtronic plc | Stock-Healthcare | 0.43% | -0.03% | -4.00% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.43% | -0.04% | -16.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPEM | State Street Sp Ptf Em ETF | +0.6% | +18.28% | Add |
| 2 | JMIA | Jumia Technologies Ag-adr | +0.6% | — | Unchanged |
| 3 | NVDA | Nvidia CORP | +0.5% | -1.82% | Add |
| 4 | JPM | Jpmorgan Chase & Co | +0.5% | -2.82% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | -0.59% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.4% | +129.11% | Add |
| 7 | SHW | Sherwin-williams Co/the | +0.4% | -5.38% | Add |
| 8 | PM | Philip Morris International | +0.3% | +3.15% | Add |
| 9 | SCHX | Schwab US Large-cap ETF | +0.3% | +92.01% | Add |
| 10 | SCHF | Schwab Intl Equity ETF | +0.3% | +158.52% | Add |
| 11 | LAC | Lithium Americas CORP | +0.3% | -11.11% | Add |
| 12 | BDX | Becton Dickinson And Co | +0.2% | +8.09% | Add |
| 13 | MDT | Medtronic plc | +0.2% | -4.00% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +5.08% | Add |
| 15 | CTA | Simplify Managed Futures St | +0.2% | +82.10% | Add |
| 16 | SCHP | Schwab U.s. Tips ETF | +0.2% | +5.21% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +9.20% | Add |
| 18 | AMZN | Amazon.com Inc | +0.2% | +14.88% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.2% | +172.29% | Add |
| 20 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +13.42% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +4.99% | Add |
| 22 | SCHG | Schwab US Large-cap Growth | +0.1% | -2.73% | Add |
| 23 | TSLA | Tesla Inc | +0.1% | -10.34% | Trim |
| 24 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | -0.13% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -16.35% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.17% | Add |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -10.42% | Add |
| 28 | VCLT | Vanguard Long-term CORP Bond | 0% | +5.32% | Add |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | 0% | +3.96% | Add |
| 30 | SPSB | Ss Spdr P St C CORP ETF | 0% | +2.72% | Add |
| 31 | VCIT | Vanguard Int-term Corporate | -0.3% | +2.83% | Add |
| 32 | VIGI | Vanguard Int Div App Indx Fd | -0.3% | +2.57% | Add |
| 33 | AAPL | Apple Inc | -0.6% | +1.98% | Add |
| 34 | SPHY | Ss Spdr P High Yield ETF | -0.6% | -29.36% | Trim |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | -1.4% | -16.47% | Trim |
| 36 | RDDT | Reddit Inc-cl A | — | NEW | New buy |
| 37 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 38 | ETR | Entergy CORP | — | NEW | New buy |
| 39 | ENB | Enbridge Inc | — | NEW | New buy |
| 40 | MGC | Vanguard Mega Cap ETF | — | EXIT | Sold out |
| 41 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 42 | FLOT | Ishares Floating Rate Bond E | — | EXIT | Sold out |
| 43 | OMC | Omnicom Group | — | NEW | New buy |
| 44 | GSK | Gsk Plc-spon Adr | — | NEW | New buy |
| 45 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
| 46 | BOXX | Alpha Architect 1-3 Mnth Box | — | NEW | New buy |
| 47 | FTLS | First Trust Long/short Eqty | — | NEW | New buy |
| 48 | FTCS | First Trust Capital Strength | — | EXIT | Sold out |
| 49 | BLK | Blackrock Inc | — | NEW | New buy |
| 50 | IWF | Ishares Russell 1000 Growth | — | EXIT | Sold out |
According to official SEC Form 13F filings, Revisor Wealth Management LLC reported a total U.S. public equity portfolio value of $416.2M across 266 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, AAPL, VIGI) accounted for 14.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
RDDT
市值: $1.6M
Top Position Liquidated / Trimmed
MGC
前期市值: $937.4K
During Q3 2025, Revisor Wealth Management LLC's top holdings by market value included SCHZ (5.6%)、AAPL (4.8%)、VIGI (3.7%). The largest single position, SCHZ, represented 5.6% of total portfolio value.
In Q3 2025, Revisor Wealth Management LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 29 positions, trimming 5 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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