Top 50 Revisor Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.24% | 50.1K | $17.1M | -4.74%(-2.49K) | $199.30(+70.66%) | 2026-09-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 4.1% | 744.0K | $16.6M | +2.47%(+17.95K) | $23.14(-3.83%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.02% | 23.2K | $12.2M | -6.06%(-1.50K) | $405.68(+31.26%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.88% | 120.3K | $11.6M | +0.46%(+554) | $80.32(+21.30%) | 2026-09-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.87% | 146.9K | $11.6M | +6.07%(+8.41K) | $80.90(-2.65%) | 2026-09-30 | |
| SPEM | SPDR INDEX SHS FDS | 2.74% | 217.7K | $11.1M | +4.70%(+9.78K) | $40.37(+26.12%) | 2026-09-30 | |
| SPSB | SPDR SERIES TRUST | 1.96% | 266.6K | $7.9M | +0.62%(+1.64K) | $29.95(-1.13%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.9% | 30.8K | $7.7M | +2.54%(+763) | $202.47(+29.80%) | 2026-09-30 | |
| DVYE | ISHARES INC | 1.88% | 217.0K | $7.6M | -1.34%(-2.95K) | $26.34(+33.53%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 1.63% | 30.2K | $6.6M | +3.75%(+1.09K) | $124.70(+73.87%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.99% | +25.93% | โ | โ | +23.97% |
| Top 20 Holdings Unweighted | +9.52% | +31.37% | โ | โ | +30.61% |
Revisor Wealth Management LLC reports $404.06M in US-listed equity holdings across 361 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.2%), SCHZ (4.1%) and MSFT (3.0%). The top 20 holdings account for 38.71% of reported assets. Its disclosed equity book has returned +25.93% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Revisor Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Revisor Wealth Management LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1887409). View Revisor Wealth Management LLCโs 13F filings on SEC