Long-term investor

Revisor Wealth Management LLC @revisorwealthmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001887409).

Record

  • Tracked since 2025-06-30 (431 days), 281 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.4% · 6 months +2.5% · 1 year +6.3% · all +6.3%
  • Max drawdown -4.2% · Sharpe 0.13 · win rate 23% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524839 · 4.0% · long · since 2025-06-30
  • AAPL · 3.7% · long · since 2025-06-30
  • 92206C870 · 2.8% · long · since 2025-06-30
  • 921946810 · 2.7% · long · since 2025-06-30
  • 78463X509 · 2.6% · long · since 2025-06-30
  • MSFT · 2.2% · long · since 2025-06-30
  • 78464A474 · 1.9% · long · since 2025-06-30
  • AMZN · 1.7% · long · since 2025-06-30
  • 464286319 · 1.7% · long · since 2025-06-30
  • 92206C813 · 1.5% · long · since 2025-06-30
  • NVDA · 1.4% · long · since 2025-06-30
  • CINF · 1.2% · long · since 2025-06-30

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