Revisor Wealth Management LLC Top Holdings and 13F Report (2025)

About Revisor Wealth Management LLC

Investment Activity

Revisor Wealth Management LLC has $289.71 million in total holdings as of September 30, 2025.
Revisor Wealth Management LLC owns shares of 266 different stocks, but just 104 companies or ETFs make up 80% of its holdings.
Approximately 6.73% of the portfolio was purchased this quarter.
About 6.82% of the portfolio was sold this quarter.
This quarter, Revisor Wealth Management LLC has purchased 271 new stocks and bought additional shares in 87 stocks.
Revisor Wealth Management LLC sold shares of 137 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Schwab U.S. Aggregate Bond ETF: $16,265,525
Apple: $13,961,680
Vanguard International Dividend Appreciation ETF: $10,768,510
Vanguard Intermediate-Term Corporate Bond ETF: $10,699,931
Microsoft: $10,147,269

Largest New Holdings this Quarter

75734B100 - REDDIT INC: $1,584,575 Holding
46138G649 - Invesco NASDAQ 100 ETF: $389,394 Holding
922908736 - Vanguard Growth ETF: $366,417 Holding
66538H187 - Inspire Fidelis Multi Factor ETF: $351,323 Holding
74347Y748 - PROSHARES TR II: $341,623 Holding

Largest Purchases this Quarter

REDDIT INC: 7,485 shares (about $1.58M)
SPDR Portfolio Emerging Markets ETF: 29,169 shares (about $1.38M)
Schwab International Equity ETF: 35,878 shares (about $842.38K)
JPMorgan Ultra-Short Income ETF: 16,470 shares (about $833.56K)
Schwab US Large-Cap ETF: 30,467 shares (about $810.65K)

Largest Sales this Quarter

Vanguard Small-Cap ETF: 2,856 shares (about $730.32K)
iShares Core S&P 500 ETF: 898 shares (about $606.07K)
Oracle: 1,345 shares (about $400.09K)
Alphabet: 1,624 shares (about $392.37K)
Invesco QQQ: 568 shares (about $347.31K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHZ Schwab U.S. Aggregate Bond ETF	$16,265,525	$619,951 ▲	4.0%	694,514	5.6%	ETF
AAPL Apple	$13,961,680	$271,407 ▲	2.0%	54,940	4.8%	Computer and Technology
VIGI Vanguard International Dividend Appreciation ETF	$10,768,510	$269,810 ▲	2.6%	119,455	3.7%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,699,931	$294,092 ▲	2.8%	127,777	3.7%	ETF
MSFT Microsoft	$10,147,269	$60,606 ▼	-0.6%	19,422	3.5%	Computer and Technology
VCLT Vanguard Long-Term Corporate Bond ETF	$9,724,981	$491,066 ▲	5.3%	125,873	3.4%	Manufacturing
SPEM SPDR Portfolio Emerging Markets ETF	$8,897,174	$1,375,321 ▲	18.3%	188,699	3.1%	ETF
DVYE iShares Emerging Markets Dividend ETF	$7,417,022	$55,344 ▼	-0.7%	252,891	2.6%	ETF
CRM Salesforce	$6,168,363	$21,344 ▼	-0.3%	25,143	2.1%	Computer and Technology
MCD McDonald's	$5,194,851	$43,783 ▼	-0.8%	17,679	1.8%	Retail/Wholesale
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$4,744,082	$125,618 ▲	2.7%	157,106	1.6%	ETF
NVDA NVIDIA	$4,630,064	$85,706 ▼	-1.8%	24,094	1.6%	Computer and Technology
CINF Cincinnati Financial	$4,445,273	$45,658 ▼	-1.0%	27,358	1.5%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$3,696,876	$405,842 ▲	12.3%	40,390	1.3%	ETF
AMZN Amazon.com	$3,279,917	$424,837 ▲	14.9%	14,414	1.1%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$3,222,166	$90,382 ▼	-2.7%	99,144	1.1%	ETF
SCHP Schwab U.S. TIPS ETF	$3,023,685	$149,692 ▲	5.2%	112,450	1.0%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$2,934,200	$82,906 ▼	-2.7%	54,468	1.0%	Manufacturing
BIBL Inspire 100 ETF	$2,928,675	$75,516 ▲	2.6%	65,387	1.0%	ETF
TSLA Tesla	$2,692,516	$310,591 ▼	-10.3%	6,181	0.9%	Auto/Tires/Trucks
IAGG iShares Core International Aggregate Bond ETF	$2,656,958	$314,293 ▲	13.4%	51,754	0.9%	ETF
SHW Sherwin-Williams	$2,515,468	$142,970 ▼	-5.4%	7,548	0.9%	Basic Materials
BIV Vanguard Intermediate-Term Bond ETF	$2,501,708	$215,268 ▼	-7.9%	32,168	0.9%	ETF
JMIA Jumia Technologies	$2,387,308		0.0%	185,350	0.8%	Retail/Wholesale
RCL Royal Caribbean Cruises	$2,282,822	$3,080 ▼	-0.1%	7,412	0.8%	Consumer Discretionary
META Meta Platforms	$2,243,677	$261,029 ▼	-10.4%	3,060	0.8%	Computer and Technology
BRK.B Berkshire Hathaway	$2,141,994	$196,714 ▼	-8.4%	4,312	0.7%	Finance
JPM JPMorgan Chase & Co.	$2,117,360	$61,408 ▼	-2.8%	6,896	0.7%	Finance
GOOGL Alphabet	$2,007,009	$392,366 ▼	-16.4%	8,307	0.7%	Computer and Technology
MGV Vanguard Mega Cap Value ETF	$1,799,603	$50,769 ▼	-2.7%	13,080	0.6%	ETF
WMT Walmart	$1,714,773	$89,203 ▼	-4.9%	16,878	0.6%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,713,580	$212,683 ▲	14.2%	2,546	0.6%	Finance
SCHX Schwab US Large-Cap ETF	$1,691,702	$810,649 ▲	92.0%	63,580	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,600,664	$235,316 ▼	-12.8%	29,365	0.6%	ETF
XOM Exxon Mobil	$1,594,154	$75,702 ▲	5.0%	14,109	0.6%	Energy
REDDIT INC	$1,584,575	$1,584,575 ▲	New Holding	7,485	0.5%	CL A
VBK Vanguard Small-Cap Growth ETF	$1,538,659	$21,581 ▼	-1.4%	5,062	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,479,201	$833,559 ▲	129.1%	29,227	0.5%	ETF
EELV Invesco S&P Emerging Markets Low Volatility ETF	$1,409,229	$241,963 ▼	-14.7%	53,128	0.5%	ETF
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund	$1,388,148	$54,790 ▼	-3.8%	63,618	0.5%	Financial Services
SCHF Schwab International Equity ETF	$1,373,781	$842,380 ▲	158.5%	58,511	0.5%	ETF
GOOG Alphabet	$1,372,738	$66,384 ▲	5.1%	5,666	0.5%	Computer and Technology
WFC Wells Fargo & Company	$1,346,368	$30,358 ▲	2.3%	16,853	0.5%	Finance
V Visa	$1,326,056	$99,281 ▼	-7.0%	3,820	0.5%	Business Services
LITHIUM AMERS CORP NEW	$1,317,145	$164,571 ▼	-11.1%	163,824	0.5%	COM SHS
BDX Becton, Dickinson and Company	$1,275,502	$95,421 ▲	8.1%	6,737	0.4%	Medical
PM Philip Morris International	$1,274,692	$38,934 ▲	3.2%	8,054	0.4%	Consumer Staples
UNH UnitedHealth Group	$1,264,666	$800,207 ▲	172.3%	3,439	0.4%	Medical
MDT Medtronic	$1,252,375	$52,154 ▼	-4.0%	12,895	0.4%	Medical
FIDELITY WISE ORIGIN BITCOIN	$1,248,986	$249,227 ▼	-16.6%	11,832	0.4%	SHS
KO CocaCola	$1,181,470	$11,422 ▼	-1.0%	17,792	0.4%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,179,418	$157,057 ▼	-11.8%	3,567	0.4%	ETF
VBR Vanguard Small-Cap Value ETF	$1,166,488	$96,689 ▼	-7.7%	5,622	0.4%	ETF
AXP American Express	$1,153,115	$36,663 ▲	3.3%	3,554	0.4%	Finance
GE GE Aerospace	$1,145,810	$34,167 ▲	3.1%	3,823	0.4%	Aerospace
VTEB Vanguard Tax-Exempt Bond ETF	$1,087,992	$12,676 ▼	-1.2%	21,716	0.4%	ETF
HFXI NYLI FTSE International Equity Currency Neutral ETF	$1,052,088	$62,462 ▼	-5.6%	33,401	0.4%	ETF
AVGO Broadcom	$1,024,285	$144,601 ▼	-12.4%	2,968	0.4%	Computer and Technology
IBM International Business Machines	$1,018,647	$30,163 ▼	-2.9%	3,546	0.4%	Computer and Technology
VB Vanguard Small-Cap ETF	$1,003,682	$730,322 ▼	-42.1%	3,925	0.3%	ETF
PG Procter & Gamble	$979,705	$39,960 ▲	4.3%	6,497	0.3%	Consumer Staples
SYY Sysco	$970,209	$77,585 ▲	8.7%	12,355	0.3%	Consumer Staples
ETR Entergy	$968,758	$63,303 ▲	7.0%	10,131	0.3%	Utilities
CTA Simplify Managed Futures Strategy ETF	$968,396	$436,589 ▲	82.1%	34,050	0.3%	ETF
ENB Enbridge	$968,198	$27,786 ▲	3.0%	20,175	0.3%	Energy
VIG Vanguard Dividend Appreciation ETF	$952,796	$449,166 ▲	89.2%	4,391	0.3%	ETF
CMCSA Comcast	$935,813	$103,283 ▲	12.4%	30,779	0.3%	Consumer Discretionary
IBMN iShares iBonds Dec 2025 Term Muni Bond ETF	$920,892	$25,395 ▼	-2.7%	34,413	0.3%	ETF
LOW Lowe's Companies	$908,931	$98,986 ▼	-9.8%	3,875	0.3%	Retail/Wholesale
QQQ Invesco QQQ	$903,731	$347,307 ▼	-27.8%	1,478	0.3%	Finance
DUK Duke Energy	$891,556	$1,497 ▼	-0.2%	7,149	0.3%	Utilities
GD General Dynamics	$878,944	$98,647 ▼	-10.1%	2,575	0.3%	Aerospace
JNJ Johnson & Johnson	$875,175	$138,426 ▼	-13.7%	4,590	0.3%	Medical
VOO Vanguard S&P 500 ETF	$865,945	$164,178 ▼	-15.9%	1,403	0.3%	ETF
TSM Taiwan Semiconductor Manufacturing	$855,025	$72,027 ▲	9.2%	2,849	0.3%	Computer and Technology
SLV iShares Silver Trust	$853,246	$47,884 ▲	5.9%	19,084	0.3%	ETF
CAT Caterpillar	$848,642	$98,645 ▼	-10.4%	1,712	0.3%	Industrials
GPC Genuine Parts	$846,889	$43,205 ▼	-4.9%	6,449	0.3%	Retail/Wholesale
MOS Mosaic	$826,671	$1,371 ▲	0.2%	24,721	0.3%	Basic Materials
IBKR Interactive Brokers Group	$807,901	$47,203 ▲	6.2%	11,125	0.3%	Finance
APD Air Products and Chemicals	$803,515	$61,462 ▼	-7.1%	3,033	0.3%	Basic Materials
OMC Omnicom Group	$800,987	$287,120 ▲	55.9%	10,322	0.3%	Business Services
ABBV AbbVie	$778,154	$92,522 ▼	-10.6%	3,381	0.3%	Medical
SPHY SPDR Portfolio High Yield Bond ETF	$757,540	$314,812 ▼	-29.4%	32,033	0.3%	ETF
VO Vanguard Mid-Cap ETF	$755,028	$278,739 ▼	-27.0%	2,576	0.3%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$743,080	$250,438 ▼	-25.2%	19,221	0.3%	ETF
GSK GSK	$742,086	$63,466 ▲	9.4%	17,083	0.3%	Medical
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$726,710	$50,022 ▼	-6.4%	13,903	0.3%	ETF
HWM Howmet Aerospace	$708,114		0.0%	3,750	0.2%	Aerospace
ORCL Oracle	$703,200	$400,086 ▼	-36.3%	2,364	0.2%	Computer and Technology
ITW Illinois Tool Works	$696,001	$196,232 ▼	-22.0%	2,802	0.2%	Industrials
ADP Automatic Data Processing	$692,490	$116,512 ▼	-14.4%	2,419	0.2%	Computer and Technology
LAMR Lamar Advertising	$676,423	$54,692 ▲	8.8%	5,714	0.2%	Finance
BOXX Alpha Architect 1-3 Month Box ETF	$674,238	$97,524 ▲	16.9%	5,918	0.2%	ETF
CVX Chevron	$668,884	$93,598 ▲	16.3%	4,395	0.2%	Energy
NDSN Nordson	$659,780	$21,456 ▲	3.4%	2,829	0.2%	Industrials
LLY Eli Lilly and Company	$653,540	$43,569 ▲	7.1%	765	0.2%	Medical
FTLS First Trust Long/Short Equity ETF	$651,635	$260,211 ▲	66.5%	9,421	0.2%	ETF
PNR Pentair	$633,932	$75,081 ▼	-10.6%	5,809	0.2%	Business Services
ES Eversource Energy	$612,843	$18,893 ▲	3.2%	8,466	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Revisor Wealth Management LLC Top Holdings and 13F Report (2025)

About Revisor Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Revisor Wealth Management LLC Top Holdings and 13F Report (2025)

About Revisor Wealth Management LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRevisor Wealth Management LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools