Data as of Q4 2025 (Dec 31, 2025)

Revisor Wealth Management LLC

โ€ขCIK: 1887409โ€ขFiling: Q4 2025

**Revisor Wealth Management LLC** manages $374M across a diversified portfolio of 330 positions. The fund exhibits notable allocations to technology and fixed income, with top holdings including SCHZ at $17.3M and AAPL at $16.0M. Significant exposure is also maintained in bond ETFs, notably VCIT ($11.4M) and VCLT ($10.4M). This structure suggests a tactical approach balancing growth equities with defensive fixed-income assets.

Total AUM
$373.5M
QoQ Performance
+28.9%
Positions
265
Top 10 Concentration
30.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHZ4.6%
AAPL4.3%
VCIT3.1%
VIGI2.8%
VCLT2.8%
MSFT2.7%
SPEM2.6%
DVYE2.1%

๐Ÿ“ˆ Biggest Buys

GOOG
ALPHABET INC
+163.1%
1.3% of portfolio
AAPL
APPLE INC
+16.8%
4.3% of portfolio
AMZN
AMAZON COM INC
+62.7%
1.5% of portfolio
TSLA
TESLA INC
+74.3%
1.3% of portfolio
RDDT
REDDIT INC
+93.7%
0.9% of portfolio

๐Ÿ“‰ Biggest Sells

VBK
VANGUARD INDEX FDS
-46.6%
0.2% of portfolio
VIGI
VANGUARD WHITEHALL FDS
-5.8%
2.8% of portfolio
WMT
WALMART INC
-20.7%
0.4% of portfolio
DVYE
ISHARES INC
-4.6%
2.1% of portfolio
IBKR
INTERACTIVE BROKERS GROUP IN
-33.0%
0.2% of portfolio

Sector Breakdown

Other62.8%
Technology15.4%
Consumer7.0%
Financial4.9%
Healthcare2.4%
Materials1.7%
ETF1.4%
Industrial1.2%

๐Ÿšช Exited Positionssold since Q3 2025

โ€”
ISHARES TR
SOLD
$920.9K
FMB
FIRST TR EXCH TRADED FD III
SOLD
$591.3K
HYMB
SPDR SERIES TRUST
SOLD
$522.1K
SCHA
SCHWAB STRATEGIC TR
SOLD
$435.8K
BRO
BROWN & BROWN INC
SOLD
$433.7K
+74 more exited positions

Changes from Q3 2025

NEW13 new positions
โ†‘139 increased
โ†“42 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023