Revisor Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Akron, OH
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
330
Total value ($000)
$373,508
Net value change ($000)
+83,799 (28.9%)
New positions
77
Sold out positions
14
Turnover %
7.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 3,458 251.9%
AMZN 2,190 66.8%
TSLA 2,150 79.8%
AAPL 2,073 14.8%
SLV 1,829 214.4%
RDDT 1,638 103.3%
WFC 1,599 118.8%
GOOGL 1,556 77.5%
SCHWAB STRATEGIC TRUST 1,500 109.2%
VIG 1,451 152.3%
Top Reduces (Value $000, Stocks/ETFs)
iSHARES TRUST -921 -100.0%
VBK -657 -42.7%
BTC -414 -100.0%
MUB -405 -100.0%
FMB -373 -63.1%
VIGI -364 -3.4%
TIPX -357 -100.0%
SPYM -341 -100.0%
MSTR -336 -100.0%
AMCR -319 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type