Revisor Wealth Management LLC logo

Revisor Wealth Management LLC

RIA/Wealth

Revisor Wealth Management LLC is a RIA/Wealth based in Akron, OH led by Landon Ray Jones, reporting $2.1B in AUM as of Q3 2025 with 46% ETF concentration.

CEOLandon Ray Jones
Portfolio Value
$289.7M
Positions
266
Top Holding
SCHZ at 5.61%
Last Reported
Q3 2025
Address2650 W. Market St., 2nd Floor, Akron, OH, 44333, United States

Top Holdings

Largest long holdings in Revisor Wealth Management LLC's portfolio (34.3% of total portfolio)

See all holdings
HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$16.3M
5.61%
+$620.0K
Bought
694.5K shares
2
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$14.0M
4.82%
+$271.4K
Bought
0.00%
54.9K shares
ETF
ETF
$10.8M
3.72%
+$269.8K
Bought
119.5K shares
ETF
ETF
$10.7M
3.69%
+$294.1K
Bought
127.8K shares
Software - Infrastructure
Technology
$10.1M
3.50%
-$60.6K
Sold
0.00%
19.4K shares
ETF
ETF
$9.7M
3.36%
+$491.1K
Bought
125.9K shares
ETF
ETF
$8.9M
3.07%
+$1.4M
Bought
188.7K shares
ETF
ETF
$7.4M
2.56%
-$55.3K
Sold
252.9K shares
Software - Application
Technology
$6.2M
2.13%
-$21.3K
Sold
0.00%
25.1K shares
Restaurants
Consumer Cyclical
$5.2M
1.79%
-$43.8K
Sold
0.00%
17.7K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Revisor Wealth Management LLC's latest filing

See all changes
Market Value
$289.7M
Prior: $277.3M
Q/Q Change
+4.46%
+$12.4M
Net Flows % of MV
-0.309%
Turnover Ratio
6.77%
New Purchases
18 stocks
$5.8M
Added To
87 stocks
+$13.1M
Sold Out Of
25 stocks
$6.9M
Reduced Holdings
137 stocks
-$12.8M

Increased Positions

PositionShares Δ
1
Reddit logo
Reddit
RDDT
New
New
New
New
New

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
Sold
Sold

Analytics

Portfolio insights and performance metrics for Revisor Wealth Management LLC

View analytics

Sector Allocation

ETF: 46.30%ETFTechnology: 15.10%TechnologyFinancial Services: 6.80%Consumer Cyclical: 5.90%Industrials: 4.70%Consumer Defensive: 4.00%Communication Services: 3.50%Healthcare: 3.40%Basic Materials: 2.80%Utilities: 1.70%Energy: 1.30%Real Estate: 0.90%
ETF
46.30%
Technology
15.10%
Financial Services
6.80%
Consumer Cyclical
5.90%
Industrials
4.70%
Consumer Defensive
4.00%
Communication Services
3.50%
Healthcare
3.40%
Basic Materials
2.80%
Utilities
1.70%
Energy
1.30%
Real Estate
0.90%

Market Cap Distribution

Mega Cap (> $200B): 27.73%Mega Cap (> $200B)Large Cap ($10B - $200B): 20.77%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.82%Small Cap ($300M - $2B): 0.58%Micro Cap ($50M - $300M): 0.01%N/A (ETF or Unknown): 50.08%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.73%
Large Cap ($10B - $200B)
20.77%
Mid Cap ($2B - $10B)
0.82%
Small Cap ($300M - $2B)
0.58%
Micro Cap ($50M - $300M)
0.01%
N/A (ETF or Unknown)
50.08%

Portfolio Concentration

Top 10 Holdings %
34.26%
Top 20 Holdings %
46.54%
Top 50 Holdings %
64.29%
Top 100 Holdings %
79.2%

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.