Revisor Wealth Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| SPDR SERIES TRUST | 0 | 161,576 | +161,576 | 0 | 4,884,932 | +4,884,932 |
| SPDR SERIES TRUST | 0 | 46,718 | +46,718 | 0 | 4,276,300 | +4,276,300 |
| ALPHABET INC | 0 | 14,905 | +14,905 | 0 | 4,831,205 | +4,831,205 |
| AMAZON COM INC | 0 | 23,451 | +23,451 | 0 | 5,469,570 | +5,469,570 |
| TESLA INC | 0 | 10,774 | +10,774 | 0 | 4,842,769 | +4,842,769 |
| APPLE INC | 0 | 64,161 | +64,161 | 0 | 16,034,775 | +16,034,775 |
| ISHARES SILVER TR | 0 | 35,343 | +35,343 | 0 | 2,682,238 | +2,682,238 |
| REDDIT INC | 0 | 14,500 | +14,500 | 0 | 3,222,739 | +3,222,739 |
| WELLS FARGO CO NEW | 0 | 32,536 | +32,536 | 0 | 2,945,429 | +2,945,429 |
| ALPHABET INC | 0 | 10,935 | +10,935 | 0 | 3,562,836 | +3,562,836 |
| SCHWAB STRATEGIC TR | 0 | 116,585 | +116,585 | 0 | 2,873,839 | +2,873,839 |
| VANGUARD SPECIALIZED FUNDS | 0 | 10,832 | +10,832 | 0 | 2,404,367 | +2,404,367 |
| JPMORGAN CHASE & CO. | 0 | 11,390 | +11,390 | 0 | 3,558,176 | +3,558,176 |
| PHILIP MORRIS INTL INC | 0 | 16,130 | +16,130 | 0 | 2,667,817 | +2,667,817 |
| SCHWAB STRATEGIC TR | 0 | 43,300 | +43,300 | 0 | 1,230,992 | +1,230,992 |
| MICRON TECHNOLOGY INC | 0 | 3,131 | +3,131 | 0 | 1,101,539 | +1,101,539 |
| SCHWAB STRATEGIC TR | 0 | 740,283 | +740,283 | 0 | 17,320,709 | +17,320,709 |
| ISHARES TR | 0 | 10,156 | +10,156 | 0 | 1,020,461 | +1,020,461 |
| EXXON MOBIL CORP | 0 | 20,043 | +20,043 | 0 | 2,584,768 | +2,584,768 |
| ISHARES INC | 0 | 34,990 | +34,990 | 0 | 1,215,490 | +1,215,490 |
| BECTON DICKINSON & CO | 0 | 11,167 | +11,167 | 0 | 2,243,563 | +2,243,563 |
| META PLATFORMS INC | 0 | 4,906 | +4,906 | 0 | 3,193,732 | +3,193,732 |
| GSK PLC | 0 | 34,266 | +34,266 | 0 | 1,673,688 | +1,673,688 |
| ENBRIDGE INC | 0 | 39,703 | +39,703 | 0 | 1,891,990 | +1,891,990 |
| MEDTRONIC PLC | 0 | 21,939 | +21,939 | 0 | 2,172,943 | +2,172,943 |
| SPDR INDEX SHS FDS | 0 | 200,160 | +200,160 | 0 | 9,785,833 | +9,785,833 |
| VANGUARD INDEX FDS | 0 | 2,505 | +2,505 | 0 | 1,213,474 | +1,213,474 |
| SPDR S&P 500 ETF TR | 0 | 3,670 | +3,670 | 0 | 2,525,168 | +2,525,168 |
| LLOYDS BANKING GROUP PLC | 0 | 252,396 | +252,396 | 0 | 1,366,715 | +1,366,715 |
| LAMAR ADVERTISING CO NEW | 0 | 11,512 | +11,512 | 0 | 1,475,067 | +1,475,067 |
| EA SERIES TRUST | 0 | 12,493 | +12,493 | 0 | 1,439,856 | +1,439,856 |
| SPDR SERIES TRUST | 0 | 31,878 | +31,878 | 0 | 758,203 | +758,203 |
| OMNICOM GROUP INC | 0 | 19,294 | +19,294 | 0 | 1,542,858 | +1,542,858 |
| HUNTINGTON INGALLS INDS INC | 0 | 2,998 | +2,998 | 0 | 1,145,719 | +1,145,719 |
| VANGUARD SCOTTSDALE FDS | 0 | 136,130 | +136,130 | 0 | 11,406,788 | +11,406,788 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 4,926 | +4,926 | 0 | 1,560,997 | +1,560,997 |
| COCA COLA CO | 0 | 26,362 | +26,362 | 0 | 1,876,487 | +1,876,487 |
| APPLIED MATLS INC | 0 | 3,741 | +3,741 | 0 | 1,087,093 | +1,087,093 |
| PALANTIR TECHNOLOGIES INC | 0 | 4,016 | +4,016 | 0 | 668,032 | +668,032 |
| J P MORGAN EXCHANGE TRADED F | 0 | 42,235 | +42,235 | 0 | 2,138,925 | +2,138,925 |
| VANGUARD INDEX FDS | 0 | 5,410 | +5,410 | 0 | 1,834,185 | +1,834,185 |
| COMCAST CORP NEW | 0 | 53,280 | +53,280 | 0 | 1,583,480 | +1,583,480 |
| VANGUARD SCOTTSDALE FDS | 0 | 135,381 | +135,381 | 0 | 10,370,525 | +10,370,525 |
| AMERICAN TOWER CORP NEW | 0 | 6,564 | +6,564 | 0 | 1,163,257 | +1,163,257 |
| JANUS DETROIT STR TR | 0 | 20,032 | +20,032 | 0 | 1,014,968 | +1,014,968 |
| ISHARES INC | 0 | 241,153 | +241,153 | 0 | 8,022,766 | +8,022,766 |
| LITHIUM AMERS CORP NEW | 0 | 366,418 | +366,418 | 0 | 1,922,733 | +1,922,733 |
| TRUIST FINL CORP | 0 | 12,160 | +12,160 | 0 | 598,394 | +598,394 |
| STARBUCKS CORP | 0 | 13,314 | +13,314 | 0 | 1,209,140 | +1,209,140 |
| SCHWAB CHARLES CORP | 0 | 10,982 | +10,982 | 0 | 1,120,124 | +1,120,124 |
| AMGEN INC | 0 | 3,107 | +3,107 | 0 | 1,049,165 | +1,049,165 |
| VANGUARD INDEX FDS | 0 | 5,844 | +5,844 | 0 | 1,585,518 | +1,585,518 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 5,503 | +5,503 | 0 | 2,700,232 | +2,700,232 |
| GLOBAL X FDS | 0 | 7,118 | +7,118 | 0 | 551,507 | +551,507 |
| FIDELITY NATL INFORMATION SV | 0 | 16,314 | +16,314 | 0 | 1,040,746 | +1,040,746 |
| GENERAL MLS INC | 0 | 11,197 | +11,197 | 0 | 512,791 | +512,791 |
| PACER FDS TR | 0 | 15,149 | +15,149 | 0 | 926,064 | +926,064 |
| VANGUARD INDEX FDS | 0 | 2,162 | +2,162 | 0 | 1,366,475 | +1,366,475 |
| UNILEVER PLC | 0 | 7,639 | +7,639 | 0 | 500,088 | +500,088 |
| SYSCO CORP | 0 | 19,042 | +19,042 | 0 | 1,443,990 | +1,443,990 |
| PROFESIONALLY MANAGED PORTFO | 0 | 20,973 | +20,973 | 0 | 706,061 | +706,061 |
| ISHARES BITCOIN TRUST ETF | 0 | 17,917 | +17,917 | 0 | 898,757 | +898,757 |
| FIDELITY MERRIMACK STR TR | 0 | 8,858 | +8,858 | 0 | 445,203 | +445,203 |
| BLACKROCK INC | 0 | 905 | +905 | 0 | 1,000,088 | +1,000,088 |
| VANGUARD INDEX FDS | 0 | 4,007 | +4,007 | 0 | 1,191,002 | +1,191,002 |
| ALBEMARLE CORP | 0 | 5,498 | +5,498 | 0 | 1,024,634 | +1,024,634 |
| INVESCO EXCH TRADED FD TR II | 0 | 3,228 | +3,228 | 0 | 820,719 | +820,719 |
| SCHWAB STRATEGIC TR | 0 | 16,554 | +16,554 | 0 | 428,252 | +428,252 |
| GENUINE PARTS CO | 0 | 9,677 | +9,677 | 0 | 1,274,600 | +1,274,600 |
| GLOBAL X FDS | 0 | 8,563 | +8,563 | 0 | 426,109 | +426,109 |
| VANGUARD BD INDEX FDS | 0 | 11,860 | +11,860 | 0 | 879,074 | +879,074 |
| ISHARES INC | 0 | 5,382 | +5,382 | 0 | 407,525 | +407,525 |
| SPDR SERIES TRUST | 0 | 2,740 | +2,740 | 0 | 402,799 | +402,799 |
| DUKE ENERGY CORP NEW | 0 | 10,984 | +10,984 | 0 | 1,290,870 | +1,290,870 |
| ISHARES TR | 0 | 12,470 | +12,470 | 0 | 659,980 | +659,980 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 18,902 | +18,902 | 0 | 391,787 | +391,787 |
| BOOKING HOLDINGS INC | 0 | 180 | +180 | 0 | 943,517 | +943,517 |
| ANALOG DEVICES INC | 0 | 2,408 | +2,408 | 0 | 701,492 | +701,492 |
| SHERWIN WILLIAMS CO | 0 | 8,337 | +8,337 | 0 | 2,901,269 | +2,901,269 |
| UNITED PARCEL SERVICE INC | 0 | 7,460 | +7,460 | 0 | 784,457 | +784,457 |
| TEUCRIUM COMMODITY TR | 0 | 18,831 | +18,831 | 0 | 381,729 | +381,729 |
| COMMSCOPE HLDG CO INC | 0 | 21,029 | +21,029 | 0 | 381,040 | +381,040 |
| PLAINS GP HLDGS L P | 0 | 18,928 | +18,928 | 0 | 373,449 | +373,449 |
| BARRICK MNG CORP | 0 | 7,843 | +7,843 | 0 | 368,385 | +368,385 |
| AIR PRODS & CHEMS INC | 0 | 4,509 | +4,509 | 0 | 1,168,037 | +1,168,037 |
| WEC ENERGY GROUP INC | 0 | 7,672 | +7,672 | 0 | 824,086 | +824,086 |
| INVESCO QQQ TR | 0 | 2,182 | +2,182 | 0 | 1,263,835 | +1,263,835 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 25,952 | +25,952 | 0 | 616,448 | +616,448 |
| SKYWEST INC | 0 | 3,485 | +3,485 | 0 | 355,773 | +355,773 |
| VANECK ETF TRUST | 0 | 3,698 | +3,698 | 0 | 353,949 | +353,949 |
| IQVIA HLDGS INC | 0 | 1,486 | +1,486 | 0 | 345,095 | +345,095 |
| ISHARES TR | 0 | 1,255 | +1,255 | 0 | 865,996 | +865,996 |
| EDISON INTL | 0 | 10,506 | +10,506 | 0 | 639,053 | +639,053 |
| PUTNAM ETF TRUST | 0 | 7,308 | +7,308 | 0 | 338,117 | +338,117 |
| SANOFI SA | 0 | 7,071 | +7,071 | 0 | 335,686 | +335,686 |
| ECHOSTAR CORP | 0 | 2,646 | +2,646 | 0 | 334,474 | +334,474 |
| SSR MINING IN | 0 | 13,933 | +13,933 | 0 | 334,382 | +334,382 |
| PFIZER INC | 0 | 30,614 | +30,614 | 0 | 782,635 | +782,635 |
| GENERAL DYNAMICS CORP | 0 | 3,392 | +3,392 | 0 | 1,212,442 | +1,212,442 |
| TEXAS INSTRS INC | 0 | 3,758 | +3,758 | 0 | 697,327 | +697,327 |