What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
CIK: 0001887409
Total reported value
$416.2M
$416.2M
330 檔
15.7%
During the Q4 2025 filing period, Revisor Wealth Management LLC (CIK: 0001887409) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $416.2M across 330 reported positions.
In Q4 2025, Revisor Wealth Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 42 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 4.64% | -1.07% | +6.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.29% | -0.02% | +16.78% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.05% | -0.30% | +6.54% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.79% | +0.04% | -5.84% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.78% | -0.93% | +7.55% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.23% | +14.75% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.62% | +0.15% | +6.07% | |
| 8 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 2.15% | -0.42% | -4.64% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 1.57% | -0.36% | +1.85% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | +0.10% | +62.70% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.46% | -0.37% | +0.51% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.31% | +0.12% | +2.85% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.30% | -0.01% | +74.31% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.06% | +163.06% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | -0.02% | -0.28% | |
| 16 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.16% | +0.02% | +0.02% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.14% | -0.02% | +15.67% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.02% | +31.64% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.04% | +65.17% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.92% | +0.03% | +7.79% | |
| 21 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.86% | +0.06% | +93.72% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.86% | -0.12% | +7.14% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.03% | +60.33% | |
| 24 | BIBL | Inspire 100 ETF | ETF-Other | 0.83% | -0.02% | -1.51% | |
| 25 | WFC | Wells Fargo & Co | Stock-Financials | 0.79% | -0.07% | +93.06% | |
| 26 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.78% | -0.12% | +10.45% | |
| 27 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.77% | -0.01% | +99.25% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.76% | -0.34% | -3.25% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.08% | +27.62% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.72% | -0.10% | +3.87% | |
| 31 | SLV | Ishares Silver Trust | ETF-Commodities | 0.72% | -0.13% | +85.20% | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.71% | -0.09% | +100.27% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.26% | +42.06% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | — | +44.15% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.03% | +146.69% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.63% | -0.12% | -5.80% | |
| 37 | JMIA | Jumia Technologies Ag-adr | Stock-Other | 0.63% | -0.04% | — | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.60% | -0.04% | +65.76% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.03% | +70.14% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.58% | +0.01% | +1.92% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.57% | -0.05% | +44.51% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.52% | -0.01% | +1.02% | |
| 43 | LAC | Lithium Americas CORP | Stock-Other | 0.51% | -0.04% | +123.67% | |
| 44 | ENB | Enbridge Inc | Stock-Energy | 0.51% | -0.08% | +96.79% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | +0.03% | +48.17% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | -0.01% | +51.67% | |
| 47 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.45% | -0.09% | +100.59% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | +0.02% | +0.80% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.42% | +0.02% | +48.89% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.12% | +73.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.8% | +163.06% | Add |
| 2 | SLV | Ishares Silver Trust | +0.4% | +85.20% | Add |
| 3 | TSLA | Tesla Inc | +0.4% | +74.31% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | +62.70% | Add |
| 5 | WFC | Wells Fargo & Co | +0.3% | +93.06% | Add |
| 6 | RDDT | Reddit Inc-cl A | +0.3% | +93.72% | Add |
| 7 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +146.69% | Add |
| 8 | SCHF | Schwab Intl Equity ETF | +0.3% | +99.25% | Add |
| 9 | PM | Philip Morris International | +0.3% | +100.27% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +31.64% | Add |
| 11 | EWZ | Ishares Msci Brazil ETF | +0.3% | +359.61% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +65.17% | Add |
| 13 | GSK | Gsk Plc-spon Adr | +0.2% | +100.59% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.2% | +232.67% | Add |
| 15 | ENB | Enbridge Inc | +0.2% | +96.79% | Add |
| 16 | LYG | Lloyds Banking Group Plc-adr | +0.2% | +100.67% | Add |
| 17 | HII | Huntington Ingalls Industrie | +0.2% | +107.91% | Add |
| 18 | BDX | Becton Dickinson And Co | +0.2% | +65.76% | Add |
| 19 | LAMR | Lamar Advertising Co-a | +0.2% | +101.47% | Add |
| 20 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | +111.10% | Add |
| 21 | MDT | Medtronic plc | +0.2% | +70.14% | Add |
| 22 | AMAT | Applied Materials Inc | +0.2% | +101.24% | Add |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +42.06% | Add |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +160.29% | Add |
| 25 | OMC | Omnicom Group | +0.1% | +86.92% | Add |
| 26 | AMT | American Tower CORP | +0.1% | +132.35% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +72.90% | Add |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +97.09% | Add |
| 29 | AMGN | Amgen Inc | +0.1% | +98.66% | Add |
| 30 | SBUX | Starbucks CORP | +0.1% | +73.43% | Add |
| 31 | CMCSA | Comcast Corp-class A | +0.1% | +73.11% | Add |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +60.33% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +44.15% | Add |
| 34 | KO | Coca-cola Co/the | +0.1% | +48.17% | Add |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +51.67% | Add |
| 36 | JPST | Jpmorgan Ultra-short Income | +0.1% | +44.51% | Add |
| 37 | LAC | Lithium Americas CORP | +0.1% | +123.67% | Add |
| 38 | VBK | Vanguard Small-cap Grwth ETF | -0.3% | -46.64% | Trim |
| 39 | DVYE | Ishares Emerging Markets Div | -0.4% | -4.64% | Trim |
| 40 | SPEM | State Street Sp Ptf Em ETF | -0.5% | +6.07% | Add |
| 41 | AAPL | Apple Inc | -0.5% | +16.78% | Add |
| 42 | VCLT | Vanguard Long-term CORP Bond | -0.6% | +7.55% | Add |
| 43 | VCIT | Vanguard Int-term Corporate | -0.6% | +6.54% | Add |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | -1% | +6.59% | Add |
| 45 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 46 | MU | Micron Technology Inc | — | NEW | New buy |
| 47 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | New buy |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 49 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 50 | TFC | Truist Financial CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Revisor Wealth Management LLC reported a total U.S. public equity portfolio value of $416.2M across 330 disclosed positions in Q4 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, VCIT) accounted for 15.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
SCHD
市值: $1.2M
Top Position Liquidated / Trimmed
TLT
前期市值: $920.9K
During Q4 2025, Revisor Wealth Management LLC's top holdings by market value included SCHZ (4.6%)、AAPL (4.3%)、VCIT (3.0%). The largest single position, SCHZ, represented 4.6% of total portfolio value.
In Q4 2025, Revisor Wealth Management LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 42 positions, trimming 2 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.