Revere Asset Management, Inc
RIA/Wealth
Revere Asset Management, Inc is a RIA/Wealth based in Allen, TX led by Daniel Martin Stewart, managing $263.4M across 32 long positions as of Q3 2025 with 65% ETF concentration, 85% concentrated in top 10 holdings, and 34% allocation to SPLG.
CEODaniel Martin Stewart
- Portfolio Value
- $263.4M
- Positions
- 32
- Top Holding
- SPLG at 34.12%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Revere Asset Management, Inc's portfolio (85.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $89.9M | 34.12% | +$89.9M New | — 1.1M shares | |
ETF ETF | $32.5M | 12.33% | +$32.5M New | — 289.7K shares | |
ETF ETF | $20.3M | 7.69% | +$20.3M New | — 181.7K shares | |
ETF ETF | $15.6M | 5.93% | +$15.6M New | — 173.0K shares | |
Auto - Manufacturers Consumer Cyclical | $13.4M | 5.08% | +$13.4M New | 0.00% 30.1K shares | |
Semiconductors Technology | $12.7M | 4.83% | +$12.7M New | 0.00% 68.3K shares | |
Software - Infrastructure Technology | $12.4M | 4.72% | +$12.4M New | 0.01% 86.8K shares | |
Internet Content & Information Communication Services | $9.8M | 3.70% | +$9.8M New | 0.01% 35.9K shares | |
Software - Infrastructure Technology | $9.6M | 3.65% | +$9.6M New | 0.00% 52.7K shares | |
Industrial Materials Basic Materials | $8.6M | 3.25% | +$8.6M New | 0.07% 127.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Revere Asset Management, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
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Decreased Positions
| Position | Shares Δ |
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| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Revere Asset Management, Inc
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