Revisor Wealth Management LLC
Annual return '25
+13.4%
SPY '25
+17.7%
Alpha
-4.3ptsvs SPY
Invested
$362.1M
Holdings
327
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHZ
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 740.3k shares)
5.1%
02
$AAPL
APPLE INC
Q1 2026: Exited (was 64.2k shares)
3.7%
03
$VCIT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 136.1k shares)
3.1%
04
$VIGI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 112.5k shares)
2.6%
05
$VCLT
VANGUARD SCOTTSDALE FDS
Q1 2026: Exited (was 135.4k shares)
2.5%
06
$MSFT
MICROSOFT CORP
Q1 2026: Sold 66.8% (22.3k → 7.4k shares)
2.4%
07
$SPEM
SPDR INDEX SHS FDS
Q1 2026: Exited (was 200.2k shares)
2.4%
08
$DVYE
ISHARES INC
Q1 2026: Exited (was 241.2k shares)
2.1%
09
$SPSB
SPDR SERIES TRUST
Q1 2026: Exited (was 161.6k shares)
1.8%
10
$AMZN
AMAZON COM INC
Q1 2026: Sold 54.9% (23.5k → 10.6k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:30 UTC.