StockDriftsStockDriftsTop 50 Revisor Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHZ | SCHWAB STRATEGIC TR | 4.04% | 726.0K | $16.8M | -8.93%(-71.18K) | $23.15(-1.65%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.66% | 52.6K | $15.2M | +0.26%(+134) | $199.30(+53.88%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.75% | 138.5K | $11.4M | +3.66%(+4.89K) | $80.93(+0.38%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.69% | 119.7K | $11.2M | +10.42%(+11.29K) | $80.32(+23.94%) | 2026-06-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.59% | 207.9K | $10.8M | +10.37%(+19.54K) | $39.83(+31.41%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.21% | 24.7K | $9.2M | +3.27%(+782) | $405.68(+23.93%) | 2026-06-30 | |
| SPSB | SPDR SERIES TRUST | 1.91% | 264.9K | $8.0M | +22.90%(+49.35K) | $29.95(-0.15%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.72% | 30.0K | $7.2M | +6.88%(+1.93K) | $201.42(+36.51%) | 2026-06-30 | |
| DVYE | ISHARES INC | 1.7% | 220.0K | $7.1M | -2.10%(-4.72K) | $26.34(+30.59%) | 2026-06-30 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 1.54% | 85.1K | $6.4M | -28.79%(-34.41K) | $76.72(-6.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +5.89% | +18.74% | — | — | +20.12% |
| Top 20 Holdings Unweighted | +7.66% | +24.78% | — | — | +27.04% |
Revisor Wealth Management LLC reports $416.17M in US-listed equity holdings across 371 positions in its most recent 13F filing. Its largest disclosed positions are SCHZ (4.0%), AAPL (3.7%) and VCIT (2.8%). The top 20 holdings account for 35.77% of reported assets. Its disclosed equity book has returned +18.74% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Revisor Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1887409). View Revisor Wealth Management LLC’s 13F filings on SEC