Revisor Wealth Management LLC

Est. AUM

$361.7M

13F long equity, this entity only

Positions

325

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US AGGREGATE B	$18.5M	797226	5.12%	SOLE
2	APPLE INC	COM	$13.3M	52492	3.68%	SOLE
3	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$11.1M	133613	3.06%	SOLE
4	VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.6M	108412	2.65%	SOLE
5	VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$8.9M	119524	2.47%	SOLE
6	MICROSOFT CORP	COM	$8.8M	23897	2.45%	SOLE
7	SPDR INDEX SHS FDS	STATE STREET SPD	$8.8M	188388	2.44%	SOLE
8	ISHARES INC	EM MKTS DIV ETF	$7.7M	224720	2.12%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$6.5M	215571	1.79%	SOLE
10	AMAZON COM INC	COM	$5.9M	28111	1.62%	SOLE
11	MCDONALDS CORP	COM	$5.5M	17735	1.52%	SOLE
12	NVIDIA CORPORATION	COM	$5.1M	29450	1.42%	SOLE
13	SALESFORCE INC	COM	$4.8M	25631	1.32%	SOLE
14	TESLA INC	COM	$4.4M	11821	1.21%	SOLE
15	CINCINNATI FINL CORP	COM	$4.3M	27397	1.20%	SOLE
16	ALPHABET INC	CAP STK CL C	$3.8M	13096	1.04%	SOLE
17	JPMORGAN CHASE & CO	COM	$3.3M	11229	0.91%	SOLE
18	EXXON MOBIL CORP	COM	$3.3M	19330	0.91%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	34946	0.89%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.2M	108766	0.88%	SOLE
21	META PLATFORMS INC	CL A	$3.0M	5282	0.84%	SOLE
22	ALPHABET INC	CAP STK CL A	$3.0M	10373	0.82%	SOLE
23	NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$2.9M	62205	0.81%	SOLE
24	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.8M	114518	0.78%	SOLE
25	SCHWAB STRATEGIC TR	US TIPS ETF	$2.7M	101024	0.74%	SOLE
26	ISHARES TR	CORE INTL AGGR	$2.7M	53517	0.74%	SOLE
27	PHILIP MORRIS INTL INC	COM	$2.7M	16105	0.74%	SOLE
28	SHERWIN WILLIAMS CO	COM	$2.7M	8319	0.74%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5368	0.71%	SOLE
30	ISHARES SILVER TR	ISHARES	$2.5M	36775	0.69%	SOLE
31	WELLS FARGO & CO	COM	$2.4M	30192	0.66%	SOLE
32	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	10693	0.64%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.3M	3486	0.63%	SOLE
34	VANGUARD BD INDEX FDS	INTERMED TERM	$2.2M	29138	0.62%	SOLE
35	ENBRIDGE INC	COM	$2.1M	39633	0.59%	SOLE
36	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.1M	41754	0.58%	SOLE
37	ISHARES TR	ISHS 5-10YR INVT	$2.1M	39605	0.58%	SOLE
38	VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.0M	14113	0.57%	SOLE
39	ROYAL CARIBBEAN GROUP	COM	$2.0M	7430	0.57%	SOLE
40	REDDIT INC	CL A	$1.9M	14400	0.54%	SOLE
41	MEDTRONIC PLC	SHS	$1.9M	22090	0.53%	SOLE
42	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.9M	34833	0.52%	SOLE
43	COCA COLA CO	COM	$1.8M	24019	0.51%	SOLE
44	BECTON DICKINSON & CO	COM	$1.8M	11285	0.49%	SOLE
45	GSK PLC	SPONSORED ADR	$1.7M	31080	0.48%	SOLE
46	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6368	0.46%	SOLE
47	VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	5099	0.45%	SOLE
48	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$1.6M	4783	0.45%	SOLE
49	WALMART INC	COM	$1.6M	12929	0.44%	SOLE
50	VISA INC	COM CL A	$1.6M	5175	0.43%	SOLE

1–50 of 325

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.