Revisor Wealth Management LLC

CIK 0001887409 · AKRON, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Revisor Wealth Management LLC reported 371 positions worth $416.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SCHZ (4.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$416.2M
2026 Q2
Positions
371
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
24.8%
Est. Net Flow (Q)
2026 Q2
10 / 371 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHZSCHWAB STRATEGIC TRSH$16.8M4.04%726,046
2AAPLAPPLE INCSH$15.2M3.66%52,626
3VCITVANGUARD SCOTTSDALE FDSSH$11.4M2.75%138,506
4VIGIVANGUARD WHITEHALL FDSSH$11.2M2.69%119,706
5SPEMSPDR INDEX SHS FDSSH$10.8M2.59%207,927
6MSFTMICROSOFT CORPSH$9.2M2.21%24,679
7SPSBSPDR SERIES TRUSTSH$8.0M1.91%264,926
8AMZNAMAZON COM INCSH$7.2M1.72%30,045
9DVYEISHARES INCSH$7.1M1.70%219,995
10VCLTVANGUARD SCOTTSDALE FDSSH$6.4M1.54%85,111

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Revisor Wealth Management LLC hold as of Q2 2026?

Revisor Wealth Management LLC reported 371 positions worth $416.2M in its Q2 2026 13F filing. Largest positions: SCHZ (4.0%), AAPL (3.7%), VCIT (2.8%), VIGI (2.7%) and SPEM (2.6%).

What did Revisor Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Revisor Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.