Revisor Wealth Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Revisor Wealth Management Llc disclosed 357 stock positions valued at approximately $416.17M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, APPLE INC, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 357
- Portfolio Value
- $416.17M
Holdings by Sector
Revisor Wealth Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHZ | Other | 4.04% | 726,046 | -71,180 | -8.93% | $16,793,444 |
| APPLE INC | AAPL | Technology | 3.66% | 52,626 | +134 | +0.26% | $15,227,803 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.75% | 138,506 | +4,893 | +3.66% | $11,447,531 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 2.69% | 119,706 | +11,294 | +10.42% | $11,178,226 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.59% | 207,927 | +19,539 | +10.37% | $10,766,443 |
| MICROSOFT CORP | MSFT | Technology | 2.21% | 24,679 | +782 | +3.27% | $9,205,776 |
| SPDR SERIES TRUST | SPSB | Other | 1.91% | 264,926 | +49,355 | +22.90% | $7,950,426 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.72% | 30,045 | +1,934 | +6.88% | $7,160,891 |
| ISHARES INC | DVYE | Other | 1.70% | 219,995 | -4,725 | -2.10% | $7,090,425 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 1.54% | 85,111 | -34,413 | -28.79% | $6,404,622 |
| NVIDIA CORPORATION | NVDA | Technology | 1.40% | 29,134 | -316 | -1.07% | $5,829,361 |
| CINCINNATI FINL CORP | CINF | Financial Services | 1.22% | 27,385 | -12 | -0.04% | $5,095,524 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.21% | 4,355 | +434 | +11.07% | $5,027,158 |
| TESLA INC | TSLA | Consumer Cyclical | 1.20% | 11,898 | +77 | +0.65% | $5,004,008 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.15% | 17,705 | -30 | -0.17% | $4,785,620 |
| ALPHABET INC | GOOG | Communication Services | 1.10% | 12,968 | -128 | -0.98% | $4,582,200 |
| SALESFORCE INC | CRM | Technology | 0.96% | 25,492 | -139 | -0.54% | $3,994,076 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.95% | 12,050 | +821 | +7.31% | $3,944,586 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.91% | 112,463 | +3,697 | +3.40% | $3,805,741 |
| SPDR SERIES TRUST | BIL | Other | 0.86% | 39,029 | +4,083 | +11.68% | $3,576,623 |
| ALPHABET INC | GOOGL | Communication Services | 0.84% | 9,796 | -577 | -5.56% | $3,500,747 |
| META PLATFORMS INC | META | Communication Services | 0.80% | 5,923 | +641 | +12.14% | $3,336,039 |
| NORTHERN LTS FD TR IV | BIBL | Other | 0.79% | 56,407 | -5,798 | -9.32% | $3,270,745 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.77% | 115,942 | +1,424 | +1.24% | $3,211,619 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.67% | 11,787 | +1,094 | +10.23% | $2,788,881 |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | Technology | 0.66% | 10,036 | +559 | +5.90% | $2,729,290 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.65% | 14,848 | -1,257 | -7.81% | $2,697,093 |
| EXXON MOBIL CORP | XOM | Energy | 0.64% | 19,464 | +134 | +0.69% | $2,661,097 |
| ISHARES TR | IAGG | Other | 0.64% | 52,409 | -1,108 | -2.07% | $2,651,905 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.63% | 3,504 | +18 | +0.52% | $2,621,651 |
Showing 30 of 357 holdings in the latest reporting period.