Revisor Wealth Management
Latest statistics and disclosures from Revisor Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHZ, AAPL, VIGI, VCIT, MSFT, and represent 21.35% of Revisor Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: RDDT, SPEM, SCHF, JPST, SCHX, UNH, SCHZ, VCLT, VIG, CTA.
- Started 20 new stock positions in VUG, BOIL, QQQM, TSLL, CRDO, CSMD, UBER, NOW, U, EWZ. OKTA, CTM, VEU, RDDT, FDLS, ETHV, TMO, CLS, NUEM, INDA.
- Reduced shares in these 10 stocks: VB, TFC, IVV, MGC, , ORCL, GOOGL, SATS, VLUE, QQQ.
- Sold out of its positions in ALK, ATI, BBWI, KMX, CG, CORT, EBAY, SATS, GKOS, PRF.
- Revisor Wealth Management was a net seller of stock by $-262k.
- Revisor Wealth Management has $290M in assets under management (AUM), dropping by 4.47%.
- Central Index Key (CIK): 0001887409
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Download as csvPortfolio Holdings for Revisor Wealth Management
Revisor Wealth Management holds 266 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 5.6 | $16M | +3% | 695k | 23.42 |
|
| Apple (AAPL) | 4.8 | $14M | 55k | 254.13 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.7 | $11M | +2% | 120k | 90.15 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.7 | $11M | +2% | 128k | 83.74 |
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| Microsoft Corporation (MSFT) | 3.5 | $10M | 19k | 522.46 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 3.4 | $9.7M | +5% | 126k | 77.26 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 3.1 | $8.9M | +18% | 189k | 47.15 |
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| Ishares Em Mkts Div Etf (DVYE) | 2.6 | $7.4M | 253k | 29.33 |
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| salesforce (CRM) | 2.1 | $6.2M | 25k | 245.33 |
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| McDonald's Corporation (MCD) | 1.8 | $5.2M | 18k | 293.84 |
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| Spdr Series Trust Portfolio Short (SPSB) | 1.6 | $4.7M | +2% | 157k | 30.20 |
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| NVIDIA Corporation (NVDA) | 1.6 | $4.6M | 24k | 192.17 |
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| Cincinnati Financial Corporation (CINF) | 1.5 | $4.4M | 27k | 162.49 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.3 | $3.7M | +12% | 40k | 91.53 |
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| Amazon (AMZN) | 1.1 | $3.3M | +14% | 14k | 227.56 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.1 | $3.2M | -2% | 99k | 32.50 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $3.0M | +5% | 113k | 26.89 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.0 | $2.9M | -2% | 55k | 53.87 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 1.0 | $2.9M | +2% | 65k | 44.79 |
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| Tesla Motors (TSLA) | 0.9 | $2.7M | -10% | 6.2k | 435.61 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.9 | $2.7M | +13% | 52k | 51.34 |
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| Sherwin-Williams Company (SHW) | 0.9 | $2.5M | -5% | 7.5k | 333.26 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.9 | $2.5M | -7% | 32k | 77.77 |
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| Jumia Technologies Sponsored Ads (JMIA) | 0.8 | $2.4M | 185k | 12.88 |
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| Royal Caribbean Cruises (RCL) | 0.8 | $2.3M | 7.4k | 307.99 |
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| Meta Platforms Cl A (META) | 0.8 | $2.2M | -10% | 3.1k | 733.23 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.1M | -8% | 4.3k | 496.74 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.1M | -2% | 6.9k | 307.04 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.0M | -16% | 8.3k | 241.60 |
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| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $1.8M | -2% | 13k | 137.58 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.7M | -4% | 17k | 101.60 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.7M | +14% | 2.5k | 673.05 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $1.7M | +92% | 64k | 26.61 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $1.6M | -12% | 29k | 54.51 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.6M | +4% | 14k | 112.99 |
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| Reddit Cl A (RDDT) | 0.5 | $1.6M | NEW | 7.5k | 211.70 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.5 | $1.5M | 5.1k | 303.96 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $1.5M | +129% | 29k | 50.61 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.5 | $1.4M | -14% | 53k | 26.53 |
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| Flaherty & Crumrine Dynamic SHS (DFP) | 0.5 | $1.4M | -3% | 64k | 21.82 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $1.4M | +158% | 59k | 23.48 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.4M | +5% | 5.7k | 242.28 |
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| Wells Fargo & Company (WFC) | 0.5 | $1.3M | +2% | 17k | 79.89 |
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| Visa Com Cl A (V) | 0.5 | $1.3M | -6% | 3.8k | 347.14 |
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| Lithium Amers Corp Com Shs (LAC) | 0.5 | $1.3M | -11% | 164k | 8.04 |
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| Becton, Dickinson and (BDX) | 0.4 | $1.3M | +8% | 6.7k | 189.32 |
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| Philip Morris International (PM) | 0.4 | $1.3M | +3% | 8.1k | 158.27 |
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| UnitedHealth (UNH) | 0.4 | $1.3M | +172% | 3.4k | 367.74 |
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| Medtronic SHS (MDT) | 0.4 | $1.3M | -3% | 13k | 97.12 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.4 | $1.2M | -16% | 12k | 105.56 |
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| Coca-Cola Company (KO) | 0.4 | $1.2M | 18k | 66.40 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.2M | -11% | 3.6k | 330.65 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.2M | -7% | 5.6k | 207.49 |
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| American Express Company (AXP) | 0.4 | $1.2M | +3% | 3.6k | 324.46 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.1M | +3% | 3.8k | 299.71 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $1.1M | 22k | 50.10 |
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| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.4 | $1.1M | -5% | 33k | 31.50 |
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| Broadcom (AVGO) | 0.4 | $1.0M | -12% | 3.0k | 345.11 |
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| International Business Machines (IBM) | 0.4 | $1.0M | -2% | 3.5k | 287.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.0M | -42% | 3.9k | 255.72 |
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| Procter & Gamble Company (PG) | 0.3 | $980k | +4% | 6.5k | 150.79 |
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| SYSCO Corporation (SYY) | 0.3 | $970k | +8% | 12k | 78.53 |
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| Entergy Corporation (ETR) | 0.3 | $969k | +6% | 10k | 95.62 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.3 | $968k | +82% | 34k | 28.44 |
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| Enbridge (ENB) | 0.3 | $968k | +2% | 20k | 47.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $953k | +89% | 4.4k | 216.99 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $936k | +12% | 31k | 30.40 |
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| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $921k | -2% | 34k | 26.76 |
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| Lowe's Companies (LOW) | 0.3 | $909k | -9% | 3.9k | 234.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $904k | -27% | 1.5k | 611.46 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $892k | 7.1k | 124.71 |
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| General Dynamics Corporation (GD) | 0.3 | $879k | -10% | 2.6k | 341.34 |
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| Johnson & Johnson (JNJ) | 0.3 | $875k | -13% | 4.6k | 190.67 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $866k | -15% | 1.4k | 617.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $855k | +9% | 2.8k | 300.11 |
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| Ishares Silver Tr Ishares (SLV) | 0.3 | $853k | +5% | 19k | 44.71 |
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| Caterpillar (CAT) | 0.3 | $849k | -10% | 1.7k | 495.70 |
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| Genuine Parts Company (GPC) | 0.3 | $847k | -4% | 6.4k | 131.32 |
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| Mosaic (MOS) | 0.3 | $827k | 25k | 33.44 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.3 | $808k | +6% | 11k | 72.62 |
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| Air Products & Chemicals (APD) | 0.3 | $804k | -7% | 3.0k | 264.91 |
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| Omni (OMC) | 0.3 | $801k | +55% | 10k | 77.60 |
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| Abbvie (ABBV) | 0.3 | $778k | -10% | 3.4k | 230.16 |
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| Spdr Series Trust Portfli High Yld (SPHY) | 0.3 | $758k | -29% | 32k | 23.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $755k | -26% | 2.6k | 293.10 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.3 | $743k | -25% | 19k | 38.66 |
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| GSK Sponsored Adr (GSK) | 0.3 | $742k | +9% | 17k | 43.44 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $727k | -6% | 14k | 52.27 |
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| Howmet Aerospace (HWM) | 0.2 | $708k | 3.8k | 188.83 |
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| Oracle Corporation (ORCL) | 0.2 | $703k | -36% | 2.4k | 297.46 |
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| Illinois Tool Works (ITW) | 0.2 | $696k | -21% | 2.8k | 248.39 |
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| Automatic Data Processing (ADP) | 0.2 | $692k | -14% | 2.4k | 286.25 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $676k | +8% | 5.7k | 118.38 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.2 | $674k | +16% | 5.9k | 113.93 |
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| Chevron Corporation (CVX) | 0.2 | $669k | +16% | 4.4k | 152.19 |
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| Nordson Corporation (NDSN) | 0.2 | $660k | +3% | 2.8k | 233.22 |
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| Eli Lilly & Co. (LLY) | 0.2 | $654k | +7% | 765.00 | 854.30 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $652k | +66% | 9.4k | 69.17 |
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| Pentair SHS (PNR) | 0.2 | $634k | -10% | 5.8k | 109.13 |
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| Eversource Energy (ES) | 0.2 | $613k | +3% | 8.5k | 72.39 |
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| Starbucks Corporation (SBUX) | 0.2 | $612k | +2% | 7.7k | 79.78 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $610k | -13% | 26k | 23.15 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $604k | +24% | 10k | 60.47 |
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| Cardinal Health (CAH) | 0.2 | $601k | -2% | 3.8k | 157.01 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $600k | +9% | 6.1k | 98.28 |
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| Emerson Electric (EMR) | 0.2 | $593k | -10% | 4.5k | 130.85 |
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| Albemarle Corporation (ALB) | 0.2 | $592k | -22% | 6.1k | 96.30 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $591k | 12k | 50.88 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $583k | -21% | 7.0k | 83.65 |
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| Verizon Communications (VZ) | 0.2 | $571k | 14k | 40.83 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $568k | -14% | 1.0k | 565.39 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $561k | -6% | 126k | 4.46 |
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| Blackrock (BLK) | 0.2 | $558k | -24% | 478.00 | 1167.43 |
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| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.2 | $557k | -9% | 15k | 38.43 |
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| Booking Holdings (BKNG) | 0.2 | $556k | -17% | 107.00 | 5191.94 |
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| Linde SHS (LIN) | 0.2 | $550k | -11% | 1.2k | 458.96 |
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| Cintas Corporation (CTAS) | 0.2 | $549k | -5% | 2.9k | 192.12 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.2 | $546k | +18% | 8.3k | 65.83 |
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| Cisco Systems (CSCO) | 0.2 | $535k | -18% | 7.6k | 70.37 |
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| American Tower Reit (AMT) | 0.2 | $528k | +12% | 2.8k | 186.85 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $527k | +14% | 7.9k | 66.35 |
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| AFLAC Incorporated (AFL) | 0.2 | $526k | -9% | 4.7k | 111.13 |
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| Home Depot (HD) | 0.2 | $525k | +4% | 1.4k | 377.80 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $524k | -53% | 777.00 | 674.92 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $524k | -3% | 5.6k | 94.02 |
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| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $524k | -16% | 7.9k | 66.54 |
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| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $522k | -7% | 21k | 24.85 |
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| Ishares Tr Conv Bd Etf (ICVT) | 0.2 | $513k | +68% | 5.0k | 102.24 |
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| Pepsi (PEP) | 0.2 | $508k | -9% | 3.5k | 144.79 |
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| Fidelity National Information Services (FIS) | 0.2 | $500k | +74% | 7.3k | 68.57 |
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| Atmos Energy Corporation (ATO) | 0.2 | $492k | -13% | 2.8k | 174.20 |
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| Abbott Laboratories (ABT) | 0.2 | $491k | -9% | 3.7k | 133.25 |
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| PPG Industries (PPG) | 0.2 | $490k | 4.9k | 99.59 |
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| Ecolab (ECL) | 0.2 | $480k | -11% | 1.8k | 272.42 |
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| Smucker J M Com New (SJM) | 0.2 | $478k | -12% | 4.5k | 105.30 |
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| Wec Energy Group (WEC) | 0.2 | $462k | +6% | 4.1k | 113.88 |
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| Amgen (AMGN) | 0.2 | $462k | 1.6k | 295.43 |
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| Dover Corporation (DOV) | 0.2 | $461k | -8% | 2.8k | 162.67 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $458k | -33% | 986.00 | 464.63 |
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| A. O. Smith Corporation (AOS) | 0.2 | $456k | -19% | 6.6k | 69.63 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $454k | -12% | 6.1k | 74.23 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $452k | +2% | 1.2k | 365.43 |
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| Pfizer (PFE) | 0.2 | $449k | +4% | 18k | 25.24 |
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| Progressive Corporation (PGR) | 0.2 | $449k | -7% | 1.9k | 242.16 |
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| ConocoPhillips (COP) | 0.2 | $446k | +8% | 4.9k | 91.95 |
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| W.W. Grainger (GWW) | 0.2 | $444k | -5% | 458.00 | 968.91 |
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| Nucor Corporation (NUE) | 0.2 | $441k | -14% | 3.2k | 138.36 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $436k | -16% | 16k | 28.15 |
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| Ge Vernova (GEV) | 0.2 | $435k | +8% | 686.00 | 633.58 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $434k | +99% | 6.3k | 68.74 |
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| Brown & Brown (BRO) | 0.1 | $434k | 4.5k | 96.58 |
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| Nextera Energy (NEE) | 0.1 | $430k | -22% | 5.2k | 83.33 |
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| Chubb (CB) | 0.1 | $428k | -8% | 1.5k | 284.84 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $425k | -8% | 4.5k | 94.89 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $424k | -2% | 7.4k | 56.95 |
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| S&p Global (SPGI) | 0.1 | $418k | -14% | 856.00 | 488.21 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $414k | +2% | 5.0k | 83.28 |
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| Huntington Ingalls Inds (HII) | 0.1 | $413k | 1.4k | 286.14 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $411k | 2.5k | 162.17 |
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| Applied Materials (AMAT) | 0.1 | $410k | +37% | 1.9k | 220.30 |
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $408k | 18k | 22.79 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $405k | 3.8k | 106.56 |
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| Roper Industries (ROP) | 0.1 | $404k | -8% | 775.00 | 520.95 |
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| United Parcel Service CL B (UPS) | 0.1 | $400k | +6% | 4.7k | 85.28 |
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| Realty Income (O) | 0.1 | $397k | -15% | 6.7k | 58.93 |
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| Church & Dwight (CHD) | 0.1 | $390k | -7% | 4.4k | 88.19 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $390k | +27% | 7.7k | 50.61 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $389k | NEW | 1.5k | 251.38 |
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| 3M Company (MMM) | 0.1 | $384k | -3% | 2.5k | 152.52 |
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| Costco Wholesale Corporation (COST) | 0.1 | $384k | +12% | 409.00 | 939.31 |
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| Consolidated Edison (ED) | 0.1 | $382k | -12% | 3.8k | 101.04 |
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| Spdr Series Trust S&p Divid Etf (SDY) | 0.1 | $381k | -2% | 2.7k | 139.04 |
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| ConAgra Foods (CAG) | 0.1 | $377k | 20k | 18.50 |
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| Lamb Weston Hldgs (LW) | 0.1 | $374k | 5.8k | 64.58 |
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| C H Robinson Worldwide Com New (CHRW) | 0.1 | $368k | -33% | 2.9k | 127.73 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $367k | +26% | 2.0k | 178.96 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $366k | NEW | 753.00 | 486.61 |
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| McKesson Corporation (MCK) | 0.1 | $362k | +14% | 478.00 | 757.96 |
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| Leidos Holdings (LDOS) | 0.1 | $358k | -4% | 1.8k | 194.05 |
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| Ishares Tr Global 100 Etf (IOO) | 0.1 | $358k | 2.9k | 121.55 |
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| Spdr Series Trust Bloomberg 1 10 Y (TIPX) | 0.1 | $358k | 19k | 19.25 |
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| Expeditors International of Washington (EXPD) | 0.1 | $354k | -15% | 3.0k | 116.35 |
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| Eaton Corp SHS (ETN) | 0.1 | $353k | +3% | 935.00 | 377.13 |
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| Northern Lts Fd Tr Iv Inspire Fidelis (FDLS) | 0.1 | $351k | NEW | 10k | 34.40 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $348k | +4% | 4.2k | 82.94 |
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| Essex Property Trust (ESS) | 0.1 | $346k | -8% | 1.3k | 263.37 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $346k | -24% | 5.7k | 60.94 |
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| Proshares Tr Ii Ultra Bloomberg (BOIL) | 0.1 | $342k | NEW | 12k | 28.65 |
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| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $341k | +13% | 4.3k | 78.96 |
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| Bank of America Corporation (BAC) | 0.1 | $341k | +6% | 6.8k | 49.79 |
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| Colgate-Palmolive Company (CL) | 0.1 | $341k | -11% | 4.4k | 78.32 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $341k | +18% | 2.0k | 172.99 |
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| Strategy Cl A New (MSTR) | 0.1 | $336k | +8% | 1.0k | 320.29 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $334k | 16k | 20.95 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $325k | 738.00 | 440.72 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $322k | -11% | 4.1k | 78.75 |
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| Amcor Ord (AMCR) | 0.1 | $319k | -10% | 41k | 7.87 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $318k | -17% | 13k | 24.36 |
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| Analog Devices (ADI) | 0.1 | $315k | +3% | 1.3k | 237.88 |
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| Hubbell (HUBB) | 0.1 | $310k | 741.00 | 418.89 |
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| Clorox Company (CLX) | 0.1 | $310k | -11% | 2.6k | 120.71 |
|
| Teucrium Commodity Tr Wheat Fd (WEAT) | 0.1 | $308k | +145% | 75k | 4.09 |
|
| Erie Indty Cl A (ERIE) | 0.1 | $308k | -15% | 957.00 | 321.89 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $308k | -12% | 2.6k | 120.25 |
|
| Franklin Resources (BEN) | 0.1 | $308k | -19% | 13k | 23.49 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $307k | 2.3k | 131.06 |
|
|
| West Pharmaceutical Services (WST) | 0.1 | $306k | -24% | 1.2k | 262.49 |
|
| Edison International (EIX) | 0.1 | $300k | +9% | 5.6k | 53.89 |
|
| Vaneck Ethereum Tr SHS (ETHV) | 0.1 | $299k | NEW | 4.7k | 63.49 |
|
| Direxion Shs Etf Tr Daily Tsla 2x Sh (TSLL) | 0.1 | $296k | NEW | 15k | 20.01 |
|
| Kenvue (KVUE) | 0.1 | $296k | -3% | 18k | 16.84 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $296k | 1.3k | 220.99 |
|
|
| Anthem (ELV) | 0.1 | $293k | +8% | 819.00 | 358.13 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $293k | -24% | 1.4k | 206.90 |
|
| Republic Services (RSG) | 0.1 | $286k | -21% | 1.3k | 222.32 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $285k | +11% | 561.00 | 507.94 |
|
| Farmers & Merchants State Bank Com Stk (FMAO) | 0.1 | $285k | 12k | 24.52 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $283k | 2.0k | 140.32 |
|
|
| Merck & Co (MRK) | 0.1 | $278k | +4% | 3.2k | 87.50 |
|
| T. Rowe Price (TROW) | 0.1 | $278k | -23% | 2.6k | 105.46 |
|
| Netflix (NFLX) | 0.1 | $276k | 224.00 | 1231.08 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.1 | $273k | -26% | 8.3k | 32.97 |
|
| Target Corporation (TGT) | 0.1 | $272k | -15% | 3.0k | 89.58 |
|
| Fastenal Company (FAST) | 0.1 | $268k | -29% | 5.7k | 46.71 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $267k | NEW | 5.0k | 52.81 |
|
| Celestica (CLS) | 0.1 | $265k | NEW | 1.0k | 259.78 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $265k | 853.00 | 310.27 |
|
|
| Walt Disney Company (DIS) | 0.1 | $261k | +7% | 2.4k | 111.01 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $261k | +2% | 411.00 | 634.78 |
|
| Unilever Spon Adr New (UL) | 0.1 | $259k | -3% | 4.4k | 58.93 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $259k | -9% | 2.4k | 106.82 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $258k | -5% | 3.2k | 79.75 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $257k | -13% | 11k | 23.86 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $250k | 2.5k | 100.18 |
|
|
| Spdr Series Trust Bloomberg Invt (FLRN) | 0.1 | $247k | -7% | 8.0k | 30.78 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $247k | -18% | 1.3k | 186.06 |
|
| Hormel Foods Corporation (HRL) | 0.1 | $245k | -9% | 10k | 23.95 |
|
| Amdocs SHS (DOX) | 0.1 | $240k | 2.9k | 82.32 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $239k | 486.00 | 491.38 |
|
|
| Stanley Black & Decker (SWK) | 0.1 | $239k | -27% | 3.4k | 69.97 |
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $237k | 4.7k | 50.86 |
|
|
| Unity Software (U) | 0.1 | $235k | NEW | 6.0k | 38.96 |
|
| Okta Cl A (OKTA) | 0.1 | $235k | NEW | 2.5k | 93.64 |
|
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.1 | $234k | NEW | 7.0k | 33.38 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $233k | -12% | 2.0k | 117.97 |
|
| Honeywell International (HON) | 0.1 | $229k | 1.1k | 205.01 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $228k | -2% | 4.5k | 50.32 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $226k | NEW | 7.6k | 29.67 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $226k | -9% | 8.2k | 27.53 |
|
| FactSet Research Systems (FDS) | 0.1 | $224k | -4% | 792.00 | 283.26 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $224k | 579.00 | 387.10 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $219k | NEW | 409.00 | 535.11 |
|
| Servicenow (NOW) | 0.1 | $218k | NEW | 237.00 | 918.01 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $217k | NEW | 1.4k | 151.15 |
|
| Uber Technologies (UBER) | 0.1 | $217k | NEW | 2.3k | 96.00 |
|
| Steris Shs Usd (STE) | 0.1 | $216k | 900.00 | 239.42 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $215k | +10% | 2.9k | 75.27 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $213k | 4.2k | 50.72 |
|
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $212k | NEW | 5.9k | 36.15 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $206k | NEW | 2.9k | 71.91 |
|
| Lumen Technologies (LUMN) | 0.1 | $194k | -6% | 28k | 6.85 |
|
| High Tide Com New (HITI) | 0.0 | $48k | 14k | 3.59 |
|
|
| Sundial Growers (SNDL) | 0.0 | $34k | 12k | 2.81 |
|
|
| Intercure Com New (INCR) | 0.0 | $21k | 13k | 1.68 |
|
|
| Castellum Com New (CTM) | 0.0 | $19k | NEW | 18k | 1.05 |
|
| Incannex Healthcare (IXHL) | 0.0 | $5.9k | 14k | 0.42 |
|
Past Filings by Revisor Wealth Management
SEC 13F filings are viewable for Revisor Wealth Management going back to 2023
- Revisor Wealth Management 2025 Q3 filed Oct. 15, 2025
- Revisor Wealth Management 2025 Q2 filed July 15, 2025
- Revisor Wealth Management 2025 Q1 filed April 28, 2025
- Revisor Wealth Management 2024 Q4 filed Feb. 20, 2025
- Revisor Wealth Management 2024 Q3 filed Nov. 12, 2024
- Revisor Wealth Management 2024 Q2 filed Aug. 12, 2024
- Revisor Wealth Management 2024 Q1 filed April 23, 2024
- Revisor Wealth Management 2023 Q4 filed Jan. 10, 2024
- Revisor Wealth Management 2023 Q1 filed Nov. 21, 2023
- Revisor Wealth Management 2023 Q2 filed Nov. 21, 2023
- Revisor Wealth Management 2023 Q3 filed Nov. 16, 2023