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Revisor Wealth Management LLC Top Holdings and 13F Report (2026)

About Revisor Wealth Management LLC

Investment Activity

  • Revisor Wealth Management LLC has $362.07 million in total holdings as of March 31, 2026.
  • Revisor Wealth Management LLC owns shares of 327 different stocks, but just 128 companies or ETFs make up 80% of its holdings.
  • Approximately 7.41% of the portfolio was purchased this quarter.
  • About 6.38% of the portfolio was sold this quarter.
  • This quarter, Revisor Wealth Management LLC has purchased 330 new stocks and bought additional shares in 137 stocks.
  • Revisor Wealth Management LLC sold shares of 129 stocks and completely divested from 33 stocks this quarter.

Largest New Holdings this Quarter

66538H633 - Inspire Corporate Bond ETF
$720,350 Holding
37045V100 - General Motors
$428,736 Holding
98888G105 - Zacks Earnings Consistent Portfolio ETF
$426,258 Holding
66538H393 - Inspire Tactical Balanced ETF
$402,835 Holding
02157Q109 - ALTO NEUROSCIENCE INC
$385,082 Holding

Largest Purchases this Quarter

Schwab U.S. Aggregate Bond ETF
56,943 shares (about $1.32M)
Amazon.com
4,660 shares (about $970.53K)
NVIDIA
5,424 shares (about $945.98K)
Elevance Health
2,482 shares (about $726.61K)

Largest Sales this Quarter

Apple
11,669 shares (about $2.96M)
Vanguard Long-Term Corporate Bond ETF
15,857 shares (about $1.18M)
SPDR Bloomberg 1-3 Month T-Bill ETF
11,772 shares (about $1.08M)
iShares Emerging Markets Dividend ETF
16,433 shares (about $561.10K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRevisor Wealth Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab U.S. Aggregate Bond ETF stock logo
SCHZ
Schwab U.S. Aggregate Bond ETF
$18,511,598$1,322,217 â–²7.7%797,2265.1%ETF
Apple Inc. stock logo
AAPL
Apple
$13,321,842$2,961,453 â–¼-18.2%52,4923.7%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$11,054,463$208,244 â–¼-1.8%133,6133.1%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$9,581,937$359,106 â–¼-3.6%108,4122.6%ETF
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$8,930,842$1,184,836 â–¼-11.7%119,5242.5%Manufacturing
Microsoft Corporation stock logo
MSFT
Microsoft
$8,845,904$596,341 â–²7.2%23,8972.4%Computer and Technology
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$8,837,293$552,225 â–¼-5.9%188,3882.4%ETF
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$7,673,021$561,102 â–¼-6.8%224,7202.1%ETF
SPDR Portfolio Short Term Corporate Bond ETF stock logo
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
$6,482,266$1,623,641 â–²33.4%215,5711.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,854,650$970,534 â–²19.9%28,1111.6%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$5,511,861$10,878 â–¼-0.2%17,7351.5%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$5,136,251$945,977 â–²22.6%29,4501.4%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$4,784,598$4,107 â–²0.1%25,6311.3%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$4,394,290$389,207 â–²9.7%11,8211.2%Auto/Tires/Trucks
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$4,335,215$5,380 â–²0.1%27,3971.2%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$3,756,843$518,947 â–¼-12.1%13,0961.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,303,316$47,363 â–¼-1.4%11,2290.9%Finance
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,274,123$120,768 â–¼-3.6%19,3300.9%Energy
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$3,202,442$1,078,783 â–¼-25.2%34,9460.9%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$3,168,347$55,289 â–²1.8%108,7660.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,021,512$215,087 â–²7.7%5,2820.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,982,824$161,607 â–¼-5.1%10,3730.8%Computer and Technology
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$2,945,460$103,840 â–¼-3.4%62,2050.8%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$2,834,320$51,158 â–¼-1.8%114,5180.8%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$2,688,393$517,646 â–¼-16.1%101,0240.7%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$2,677,984$11,960 â–¼-0.4%53,5170.7%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2,674,838$4,152 â–¼-0.2%16,1050.7%Consumer Staples
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$2,667,842$5,772 â–¼-0.2%8,3190.7%Basic Materials
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,572,149$64,687 â–¼-2.5%5,3680.7%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$2,505,849$97,576 â–²4.1%36,7750.7%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,403,509$186,600 â–¼-7.2%30,1920.7%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,299,746$29,895 â–¼-1.3%10,6930.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,271,544$119,898 â–¼-5.0%3,4860.6%Finance
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$2,246,670$89,827 â–¼-3.8%29,1380.6%ETF
Enbridge Inc stock logo
ENB
Enbridge
$2,145,730$3,790 â–¼-0.2%39,6330.6%Energy
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$2,113,206$24,344 â–¼-1.1%41,7540.6%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$2,107,765$696,752 â–¼-24.8%39,6050.6%Manufacturing
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$2,045,637$130,307 â–²6.8%14,1130.6%ETF
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$2,044,605$34,123 â–¼-1.6%7,4300.6%Consumer Discretionary
REDDIT INC
$1,938,960$13,465 â–¼-0.7%14,4000.5%CL A
Medtronic PLC stock logo
MDT
Medtronic
$1,923,140$13,146 â–²0.7%22,0900.5%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,882,735$282,791 â–²17.7%34,8330.5%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,833,514$178,855 â–¼-8.9%24,0190.5%Consumer Staples
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$1,777,259$18,584 â–²1.1%11,2850.5%Medical
GSK PLC Sponsored ADR stock logo
GSK
GSK
$1,723,571$176,683 â–¼-9.3%31,0800.5%Medical
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,667,902$137,246 â–²9.0%6,3680.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,635,841$99,774 â–¼-5.7%5,0990.5%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,618,929$48,402 â–¼-2.9%4,7830.4%Computer and Technology
WALMART INC
$1,601,203$56,350 â–¼-3.4%12,9290.4%COM
Visa Inc. stock logo
V
Visa
$1,564,231$213,098 â–²15.8%5,1750.4%Business Services
LITHIUM AMERS CORP NEW
$1,554,530$107,179 â–²7.4%393,5520.4%COM SHS
Comcast Corporation stock logo
CMCSA
Comcast
$1,525,562$4,106 â–¼-0.3%53,1370.4%Consumer Discretionary
Alpha Architect 1-3 Month Box ETF stock logo
BOXX
Alpha Architect 1-3 Month Box ETF
$1,436,646$16,164 â–¼-1.1%12,3540.4%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$1,431,574$6,678 â–¼-0.5%10,9330.4%Utilities
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$1,431,258$26,852 â–¼-1.8%11,3000.4%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,402,291$9,666 â–²0.7%54,6920.4%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$1,383,105$372,330 â–²36.8%27,4110.4%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$1,379,700$36,432 â–²2.7%35,9390.4%ETF
Sysco Corporation stock logo
SYY
Sysco
$1,362,631$3,924 â–²0.3%19,0970.4%Consumer Staples
Omnicom Group Inc. stock logo
OMC
Omnicom Group
$1,356,682$104,185 â–¼-7.1%17,9180.4%Business Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,324,873$266,934 â–²25.2%3,9210.4%Computer and Technology
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,320,410$10,459 â–²0.8%4,5450.4%Basic Materials
Jumia Technologies stock logo
JMIA
Jumia Technologies
$1,313,415$34,500 â–²2.7%190,3500.4%Retail/Wholesale
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$1,303,963$24,483 â–¼-1.8%42,5020.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,302,839$101,672 â–²8.5%5,9970.4%ETF
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$1,293,661$79,634 â–¼-5.8%46,0710.4%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$1,275,727$517,869 â–²68.3%3030.4%Retail/Wholesale
Entergy Corporation stock logo
ETR
Entergy
$1,263,787$3,146 â–²0.2%11,2470.3%Utilities
Lloyds Banking Group PLC stock logo
LYG
Lloyds Banking Group
$1,238,114$31,437 â–¼-2.5%246,1460.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,237,536$54,377 â–¼-4.2%2,0710.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$1,229,475$135,395 â–²12.4%2,8150.3%ETF
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. stock logo
DFP
Flaherty & Crumrine Dynamic Preferred and Income Fund
$1,224,695$21,174 â–¼-1.7%61,0210.3%Financial Services
Starbucks Corporation stock logo
SBUX
Starbucks
$1,202,961$10,213 â–²0.9%13,4280.3%Retail/Wholesale
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,194,706$164,044 â–¼-12.1%23,9460.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,181,331$347,812 â–²41.7%18,4360.3%ETF
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$1,175,410$36,470 â–²3.2%3,0940.3%Aerospace
Elevance Health, Inc. stock logo
ELV
Elevance Health
$1,173,928$726,606 â–²162.4%4,0100.3%Medical
American Tower Corporation stock logo
AMT
American Tower
$1,171,977$39,175 â–²3.5%6,7910.3%Finance
General Dynamics Corporation stock logo
GD
General Dynamics
$1,168,811$8,551 â–²0.7%3,4170.3%Aerospace
Broadcom Inc. stock logo
AVGO
Broadcom
$1,159,976$94,086 â–²8.8%3,7480.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,153,093$125,804 â–¼-9.8%3,3730.3%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,146,379$27,729 â–²2.5%4,7130.3%Medical
American Express Company stock logo
AXP
American Express
$1,143,109$16,939 â–¼-1.5%3,7790.3%Finance
GE Aerospace stock logo
GE
GE Aerospace
$1,141,729$2,558 â–¼-0.2%4,0170.3%Aerospace
PALANTIR TECHNOLOGIES INC
$1,134,743$547,257 â–²93.2%7,7570.3%CL A
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,106,699$107,392 â–¼-8.8%1,5870.3%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$1,105,164$11,963 â–²1.1%3,1410.3%Medical
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$1,104,729$339,440 â–²44.4%23,5500.3%Business Services
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,103,081$47,673 â–¼-4.1%3,8410.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,101,153$158,792 â–¼-12.6%1,9070.3%Finance
Genuine Parts Company stock logo
GPC
Genuine Parts
$1,051,928$20,883 â–²2.0%9,8730.3%Retail/Wholesale
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,036,413$4,323 â–²0.4%11,0280.3%Finance
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,034,346$33,332 â–²3.3%20,6050.3%Computer and Technology
BITWISE BITCOIN ETF TR
$1,030,030$644,698 â–²167.3%27,9820.3%SHS BEN INT
iShares Convertible Bond ETF stock logo
ICVT
iShares Convertible Bond ETF
$1,013,554$356,276 â–²54.2%9,9570.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$999,902$22,345 â–¼-2.2%9,9340.3%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$993,520$64,954 â–²7.0%3,6710.3%Medical
HFXI
NYLI FTSE International Equity Currency Neutral ETF
$988,293$30,894 â–¼-3.0%29,4310.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$962,973$12,735 â–¼-1.3%6,6540.3%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$941,528$4,252 â–²0.5%3,9860.3%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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