Revisor Wealth Management LLC Top Holdings and 13F Report (2025) About Revisor Wealth Management LLCInvestment ActivityRevisor Wealth Management LLC has $277.32 million in total holdings as of June 30, 2025.Revisor Wealth Management LLC owns shares of 271 different stocks, but just 113 companies or ETFs make up 80% of its holdings.Approximately 19.10% of the portfolio was purchased this quarter.About 4.59% of the portfolio was sold this quarter.This quarter, Revisor Wealth Management LLC has purchased 221 new stocks and bought additional shares in 122 stocks.Revisor Wealth Management LLC sold shares of 69 stocks and completely divested from 12 stocks this quarter.Largest Holdings Schwab U.S. Aggregate Bond ETF $15,411,762Apple $11,442,912Vanguard International Dividend Appreciation ETF $10,420,310Vanguard Intermediate-Term Corporate Bond ETF $10,227,004Microsoft $9,797,910 Largest New Holdings this Quarter 949746101 - Wells Fargo & Company $1,356,707 Holding20030N101 - Comcast $978,798 Holding29250N105 - Enbridge $871,826 Holding29364G103 - Entergy $777,622 Holding09857L108 - Booking $737,689 Holding Largest Purchases this Quarter Schwab U.S. Aggregate Bond ETF 124,001 shares (about $2.86M)Sherwin-Williams 4,662 shares (about $1.64M)Vanguard Long-Term Corporate Bond ETF 21,216 shares (about $1.59M)Wells Fargo & Company 16,473 shares (about $1.36M)JPMorgan Chase & Co. 4,629 shares (about $1.34M) Largest Sales this Quarter Vanguard Emerging Markets Government Bond ETF 46,432 shares (about $3.02M)SPDR Portfolio High Yield Bond ETF 39,844 shares (about $941.16K)iShares Floating Rate Bond ETF 9,961 shares (about $507.32K)Vanguard Mega Cap ETF 2,123 shares (about $482.73K)Invesco QQQ 633 shares (about $352.04K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRevisor Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHZSchwab U.S. Aggregate Bond ETF$15,411,762$2,860,705 ▲22.8%668,0435.6%ETFAAPLApple$11,442,912$171,839 ▼-1.5%53,8724.1%Computer and TechnologyVIGIVanguard International Dividend Appreciation ETF$10,420,310$586,054 ▲6.0%116,4623.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$10,227,004$1,174,996 ▲13.0%124,2653.7%ETFMSFTMicrosoft$9,797,910$491,450 ▲5.3%19,5383.5%Computer and TechnologyVCLTVanguard Long-Term Corporate Bond ETF$8,980,508$1,594,170 ▲21.6%119,5173.2%ManufacturingDVYEiShares Emerging Markets Dividend ETF$7,385,887$38,179 ▲0.5%254,7782.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,845,428$898,106 ▲15.1%159,5302.5%ETFCRMSalesforce$6,659,999$87,639 ▲1.3%25,2302.4%Computer and TechnologyMCDMcDonald's$5,320,027$8,952 ▼-0.2%17,8281.9%Retail/WholesaleSPSBSPDR Portfolio Short Term Corporate Bond ETF$4,596,157$827,240 ▲21.9%152,9461.7%ETFCINFCincinnati Financial$4,110,387$4,908 ▲0.1%27,6391.5%FinanceNVDANVIDIA$4,027,036$294,725 ▲7.9%24,5401.5%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,291,440$133,650 ▼-3.9%35,9561.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$2,999,638$417,109 ▲16.2%101,9251.1%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,963,329$174,867 ▼-5.6%56,0071.1%ManufacturingSCHPSchwab U.S. TIPS ETF$2,836,880$993,358 ▲53.9%106,8831.0%ETFSHWSherwin-Williams$2,805,988$1,639,904 ▲140.6%7,9771.0%Basic MaterialsAMZNAmazon.com$2,788,633$294,043 ▲11.8%12,5471.0%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$2,678,777$26,300 ▼-1.0%34,9361.0%ETFBIBLInspire 100 ETF$2,671,620$19,628 ▲0.7%63,7011.0%ETFRCLRoyal Caribbean Cruises$2,533,574$1,024 ▼0.0%7,4220.9%Consumer DiscretionaryMETAMeta Platforms$2,484,053$512,663 ▲26.0%3,4160.9%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$2,324,060$550,406 ▲31.0%45,6320.8%ETFBRK.BBerkshire Hathaway$2,251,934$463,493 ▲25.9%4,7080.8%FinanceTSLATesla$2,136,331$10,536 ▼-0.5%6,8940.8%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$2,055,056$1,340,594 ▲187.6%7,0960.7%FinanceMGVVanguard Mega Cap Value ETF$1,787,270$173,159 ▼-8.8%13,4490.6%ETFGOOGLAlphabet$1,763,925$209,767 ▲13.5%9,9310.6%Computer and TechnologyWMTWalmart$1,682,583$51,929 ▲3.2%17,7560.6%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,672,625$294,629 ▼-15.0%33,6820.6%ETFVBVanguard Small-Cap ETF$1,660,069$101,597 ▲6.5%6,7810.6%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$1,626,581$17,977 ▼-1.1%62,2500.6%ETFXOMExxon Mobil$1,544,778$672,327 ▲77.1%13,4390.6%EnergyVVisa$1,461,094$297,485 ▲25.6%4,1060.5%Business ServicesVBKVanguard Small-Cap Growth ETF$1,454,344$35,700 ▼-2.4%5,1330.5%ETFPMPhilip Morris International$1,423,653$1,163,100 ▲446.4%7,8080.5%Consumer StaplesFIDELITY WISE ORIGIN BITCOIN$1,405,675$8,616 ▲0.6%14,1930.5%SHSSPYSPDR S&P 500 ETF Trust$1,399,617$141,845 ▲11.3%2,2300.5%FinanceDFPFlaherty & Crumrine Dynamic Preferred and Income Fund$1,380,777$11,630 ▼-0.8%66,1290.5%Financial ServicesWFCWells Fargo & Company$1,356,707$1,356,707 ▲New Holding16,4730.5%FinanceKOCocaCola$1,253,454$458,707 ▲57.7%17,9640.5%Consumer StaplesVTIVanguard Total Stock Market ETF$1,246,156$435,939 ▲53.8%4,0420.4%ETFVBRVanguard Small-Cap Value ETF$1,235,657$20,500 ▲1.7%6,0880.4%ETFMDTMedtronic$1,200,568$747,316 ▲164.9%13,4320.4%MedicalQQQInvesco QQQ$1,137,884$352,043 ▼-23.6%2,0460.4%FinanceAXPAmerican Express$1,122,024$8,478 ▲0.8%3,4410.4%FinanceBDXBecton, Dickinson and Company$1,108,507$737,700 ▲198.9%6,2330.4%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,075,183$138,062 ▲14.7%21,9690.4%ETFSPHYSPDR Portfolio High Yield Bond ETF$1,071,105$941,165 ▼-46.8%45,3450.4%ETFIVViShares Core S&P 500 ETF$1,053,611$449,750 ▲74.5%1,6750.4%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$1,053,382$121,402 ▼-10.3%35,3840.4%ETFIBMInternational Business Machines$1,045,803$27,499 ▼-2.6%3,6510.4%Computer and TechnologyVOVanguard Mid-Cap ETF$1,002,108$148,313 ▼-12.9%3,5270.4%ETFPGProcter & Gamble$988,390$5,234 ▼-0.5%6,2320.4%Consumer StaplesLOWLowe's Companies$979,273$206,930 ▲26.8%4,2970.4%Retail/WholesaleCMCSAComcast$978,798$978,798 ▲New Holding27,3820.4%Consumer DiscretionaryAPDAir Products and Chemicals$966,154$506,898 ▲110.4%3,2650.3%Basic MaterialsGOOGAlphabet$963,468$309,661 ▲47.4%5,3920.3%Computer and TechnologyVOOVanguard S&P 500 ETF$960,084$54,073 ▲6.0%1,6690.3%ETFIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$945,2260.0%35,3620.3%ETFDFACDimensional U.S. Core Equity 2 ETF$940,8290.0%25,6990.3%ETFITWIllinois Tool Works$940,721$138,280 ▲17.2%3,5920.3%IndustrialsGEGE Aerospace$938,132$9,611 ▲1.0%3,7090.3%AerospaceAVGOBroadcom$932,663$89,769 ▲10.7%3,3870.3%Computer and TechnologyMOSMosaic$887,0000.0%24,6800.3%Basic MaterialsSYYSysco$885,980$290,338 ▲48.7%11,3670.3%Consumer StaplesORCLOracle$873,477$389,285 ▲80.4%3,7090.3%Computer and TechnologyENBEnbridge$871,826$871,826 ▲New Holding19,5960.3%EnergyGDGeneral Dynamics$871,491$213,917 ▲32.5%2,8640.3%AerospaceADPAutomatic Data Processing$864,133$65,743 ▲8.2%2,8260.3%Computer and TechnologyGPCGenuine Parts$853,498$366,432 ▲75.2%6,7780.3%Retail/WholesaleDUKDuke Energy$846,220$409,579 ▲93.8%7,1610.3%UtilitiesJNJJohnson & Johnson$838,761$9,625 ▼-1.1%5,3160.3%MedicalJMIAJumia Technologies$824,8080.0%185,3500.3%Retail/WholesaleSCHXSchwab US Large-Cap ETF$820,537$133,192 ▲19.4%33,1130.3%ETFETREntergy$777,622$777,622 ▲New Holding9,4690.3%UtilitiesCATCaterpillar$776,540$21,943 ▼-2.7%1,9110.3%IndustrialsMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$762,169$769 ▼-0.1%14,8600.3%ETFABBVAbbVie$738,532$24,598 ▼-3.2%3,7830.3%MedicalBKNGBooking$737,689$737,689 ▲New Holding1290.3%Retail/WholesaleDTDWisdomTree U.S. Total Dividend Fund$720,030$37,594 ▼-5.0%8,8870.3%FinanceSBUXStarbucks$714,834$495,998 ▲226.7%7,5130.3%Retail/WholesaleEMREmerson Electric$710,159$18,600 ▼-2.6%5,0780.3%IndustrialsPNRPentair$695,805$98,422 ▼-12.4%6,4970.3%Business ServicesBLACKROCK INC$695,552$695,552 ▲New Holding6300.3%COMPZAInvesco National AMT-Free Municipal Bond ETF$678,507$269 ▲0.0%30,3040.2%ETFHWMHowmet Aerospace$669,4890.0%3,7500.2%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$668,532$247,173 ▼-27.0%1,4930.2%FinanceMAMastercard$660,849$230,817 ▲53.7%1,1710.2%Business ServicesLAMRLamar Advertising$658,128$658,128 ▲New Holding5,2520.2%FinanceCTASCintas$655,276$59,236 ▼-8.3%3,0310.2%Business ServicesJPSTJPMorgan Ultra-Short Income ETF$644,480$381,474 ▲145.0%12,7570.2%ETFCSCOCisco Systems$643,305$82,108 ▲14.6%9,3000.2%Computer and TechnologyCAHCardinal Health$635,839$56,965 ▼-8.2%3,9290.2%MedicalLINDE PLC$635,1440.0%1,3510.2%SHSGSKGSK$618,319$618,319 ▲New Holding15,6220.2%MedicalIBKRInteractive Brokers Group$617,190$455,277 ▲281.2%10,4750.2%FinanceVWOBVanguard Emerging Markets Government Bond ETF$612,415$3,018,967 ▼-83.1%9,4190.2%ETFTFCTruist Financial$612,385$612,385 ▲New Holding13,4590.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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