Revisor Wealth Management
Latest statistics and disclosures from Revisor Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHZ, AAPL, VCIT, VIGI, VCLT, and represent 16.96% of Revisor Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPSB, SCHZ, AMZN, NVDA, ELV, IBD, BITB, MSFT, PLTR, CRDO.
- Started 30 new stock positions in BLND, ZECP, JBBB, LEU, AMRZ, IBD, QUIZ, XLU, ANRO, GLRY.
- Reduced shares in these 10 stocks: AAPL, VCLT, BIL, CTA, IGIB, FTLS, BAC, BOIL, DVYE, SPEM.
- Sold out of its positions in ADBE, ADSK, BAC, BTM, CTM, CYH, DAL, TSLL, EBAY, FINV.
- Revisor Wealth Management was a net buyer of stock by $3.7M.
- Revisor Wealth Management has $362M in assets under management (AUM), dropping by -3.06%.
- Central Index Key (CIK): 0001887409
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Portfolio Holdings for Revisor Wealth Management
Revisor Wealth Management holds 327 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 5.1 | $19M | +7% | 797k | 23.22 |
|
| Apple (AAPL) | 3.7 | $13M | -18% | 53k | 253.79 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 3.1 | $11M | 134k | 82.73 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.6 | $9.6M | -3% | 108k | 88.38 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 2.5 | $8.9M | -11% | 120k | 74.72 |
|
| Microsoft Corporation (MSFT) | 2.4 | $8.8M | +7% | 24k | 370.17 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 2.4 | $8.8M | -5% | 188k | 46.91 |
|
| Ishares Em Mkts Div Etf (DVYE) | 2.1 | $7.7M | -6% | 225k | 34.14 |
|
| Spdr Series Trust State Street Spd (SPSB) | 1.8 | $6.5M | +33% | 216k | 30.07 |
|
| Amazon (AMZN) | 1.6 | $5.9M | +19% | 28k | 208.27 |
|
| McDonald's Corporation (MCD) | 1.5 | $5.5M | 18k | 310.79 |
|
|
| NVIDIA Corporation (NVDA) | 1.4 | $5.1M | +22% | 30k | 174.41 |
|
| salesforce (CRM) | 1.3 | $4.8M | 26k | 186.67 |
|
|
| Tesla Motors (TSLA) | 1.2 | $4.4M | +9% | 12k | 371.74 |
|
| Cincinnati Financial Corporation (CINF) | 1.2 | $4.3M | 27k | 158.24 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.8M | -12% | 13k | 286.87 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $3.3M | 11k | 294.18 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $3.3M | -3% | 19k | 169.38 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.9 | $3.2M | -25% | 35k | 91.64 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.9 | $3.2M | 109k | 29.13 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $3.0M | +7% | 5.3k | 572.04 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $3.0M | -5% | 10k | 287.56 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.8 | $2.9M | -3% | 62k | 47.35 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.8 | $2.8M | 115k | 24.75 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.7 | $2.7M | -16% | 101k | 26.61 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $2.7M | 54k | 50.04 |
|
|
| Philip Morris International (PM) | 0.7 | $2.7M | 16k | 166.09 |
|
|
| Sherwin-Williams Company (SHW) | 0.7 | $2.7M | 8.3k | 320.69 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.6M | -2% | 5.4k | 479.16 |
|
| Ishares Silver Tr Ishares (SLV) | 0.7 | $2.5M | +4% | 37k | 68.14 |
|
| Wells Fargo & Company (WFC) | 0.7 | $2.4M | -7% | 30k | 79.61 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.3M | 11k | 215.07 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $2.3M | -5% | 3.5k | 651.62 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.6 | $2.2M | -3% | 29k | 77.10 |
|
| Enbridge (ENB) | 0.6 | $2.1M | 40k | 54.14 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.6 | $2.1M | 42k | 50.61 |
|
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.6 | $2.1M | -24% | 40k | 53.22 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 0.6 | $2.0M | +6% | 14k | 144.95 |
|
| Royal Caribbean Cruises (RCL) | 0.6 | $2.0M | 7.4k | 275.18 |
|
|
| Reddit Cl A (RDDT) | 0.5 | $1.9M | 14k | 134.65 |
|
|
| Medtronic SHS (MDT) | 0.5 | $1.9M | 22k | 87.06 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.9M | +17% | 35k | 54.05 |
|
| Coca-Cola Company (KO) | 0.5 | $1.8M | -8% | 24k | 76.34 |
|
| Becton, Dickinson and (BDX) | 0.5 | $1.8M | 11k | 157.49 |
|
|
| GSK Sponsored Adr (GSK) | 0.5 | $1.7M | -9% | 31k | 55.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $1.7M | +8% | 6.4k | 261.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.6M | -5% | 5.1k | 320.82 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.6M | -2% | 4.8k | 338.48 |
|
| Wal-Mart Stores (WMT) | 0.4 | $1.6M | -3% | 13k | 123.85 |
|
| Visa Com Cl A (V) | 0.4 | $1.6M | +15% | 5.2k | 302.27 |
|
| Lithium Amers Corp Com Shs (LAC) | 0.4 | $1.6M | +7% | 394k | 3.95 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $1.5M | 53k | 28.71 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.4 | $1.4M | 12k | 116.29 |
|
|
| Duke Energy Corp Com New (DUK) | 0.4 | $1.4M | 11k | 130.94 |
|
|
| Lamar Advertising Cl A (LAMR) | 0.4 | $1.4M | 11k | 126.66 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $1.4M | 55k | 25.64 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $1.4M | +36% | 27k | 50.46 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.4 | $1.4M | +2% | 36k | 38.39 |
|
| SYSCO Corporation (SYY) | 0.4 | $1.4M | 19k | 71.35 |
|
|
| Omni (OMC) | 0.4 | $1.4M | -7% | 18k | 75.72 |
|
| Micron Technology (MU) | 0.4 | $1.3M | +25% | 3.9k | 337.89 |
|
| Air Products & Chemicals (APD) | 0.4 | $1.3M | 4.5k | 290.52 |
|
|
| Jumia Technologies Sponsored Ads (JMIA) | 0.4 | $1.3M | +2% | 190k | 6.90 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $1.3M | 43k | 30.68 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $1.3M | +8% | 6.0k | 217.25 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.4 | $1.3M | -5% | 46k | 28.08 |
|
| Booking Holdings (BKNG) | 0.4 | $1.3M | +68% | 303.00 | 4210.32 |
|
| Entergy Corporation (ETR) | 0.3 | $1.3M | 11k | 112.37 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.3 | $1.2M | -2% | 246k | 5.03 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.2M | -4% | 2.1k | 597.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.2M | +12% | 2.8k | 436.76 |
|
| Flaherty & Crumrine Dynamic SHS (DFP) | 0.3 | $1.2M | 61k | 20.07 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $1.2M | 13k | 89.59 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $1.2M | -12% | 24k | 49.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | +41% | 18k | 64.08 |
|
| Huntington Ingalls Inds (HII) | 0.3 | $1.2M | +3% | 3.1k | 379.90 |
|
| Anthem (ELV) | 0.3 | $1.2M | +162% | 4.0k | 292.75 |
|
| American Tower Reit (AMT) | 0.3 | $1.2M | +3% | 6.8k | 172.58 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.2M | 3.4k | 342.06 |
|
|
| Broadcom (AVGO) | 0.3 | $1.2M | +8% | 3.7k | 309.49 |
|
| Applied Materials (AMAT) | 0.3 | $1.2M | -9% | 3.4k | 341.86 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.1M | +2% | 4.7k | 243.24 |
|
| American Express Company (AXP) | 0.3 | $1.1M | 3.8k | 302.49 |
|
|
| Ge Aerospace Com New (GE) | 0.3 | $1.1M | 4.0k | 284.22 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $1.1M | +93% | 7.8k | 146.29 |
|
| Caterpillar (CAT) | 0.3 | $1.1M | -8% | 1.6k | 697.35 |
|
| Amgen (AMGN) | 0.3 | $1.1M | 3.1k | 351.85 |
|
|
| Fidelity National Information Services (FIS) | 0.3 | $1.1M | +44% | 24k | 46.91 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.1M | -4% | 3.8k | 287.19 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.1M | -12% | 1.9k | 577.43 |
|
| Genuine Parts Company (GPC) | 0.3 | $1.1M | +2% | 9.9k | 106.55 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.0M | 11k | 93.98 |
|
|
| Verizon Communications (VZ) | 0.3 | $1.0M | +3% | 21k | 50.20 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.3 | $1.0M | +167% | 28k | 36.81 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $1.0M | +54% | 10k | 101.79 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $1000k | -2% | 9.9k | 100.65 |
|
| UnitedHealth (UNH) | 0.3 | $994k | +6% | 3.7k | 270.64 |
|
| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.3 | $988k | -3% | 29k | 33.58 |
|
| Procter & Gamble Company (PG) | 0.3 | $963k | 6.7k | 144.72 |
|
|
| Lowe's Companies (LOW) | 0.3 | $942k | 4.0k | 236.21 |
|
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| ConocoPhillips (COP) | 0.3 | $926k | -7% | 7.0k | 132.00 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $922k | -2% | 15k | 62.56 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $917k | 18k | 52.19 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $905k | -3% | 15k | 59.03 |
|
| Wec Energy Group (WEC) | 0.2 | $896k | 7.7k | 115.77 |
|
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $890k | +151% | 9.5k | 93.87 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.2 | $875k | +17% | 38k | 23.33 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $872k | +6% | 2.9k | 302.26 |
|
| International Business Machines (IBM) | 0.2 | $872k | +3% | 3.6k | 242.43 |
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| Pfizer (PFE) | 0.2 | $871k | 31k | 28.08 |
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| Howmet Aerospace (HWM) | 0.2 | $870k | 3.8k | 230.46 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $868k | 12k | 73.64 |
|
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| Blackrock (BLK) | 0.2 | $866k | 900.00 | 961.71 |
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| Chevron Corporation (CVX) | 0.2 | $844k | -3% | 4.1k | 205.51 |
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| Cardinal Health (CAH) | 0.2 | $842k | +12% | 4.0k | 208.97 |
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| Global X Fds Global X Copper (COPX) | 0.2 | $835k | +53% | 11k | 76.35 |
|
| Eversource Energy (ES) | 0.2 | $829k | -7% | 12k | 69.28 |
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| Cintas Corporation (CTAS) | 0.2 | $818k | +36% | 4.8k | 169.77 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $816k | +6% | 3.4k | 237.56 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $797k | +15% | 21k | 38.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $772k | -5% | 1.2k | 653.46 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.2 | $747k | 19k | 38.86 |
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| Edison International (EIX) | 0.2 | $738k | -3% | 10k | 73.18 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $735k | -6% | 799.00 | 920.07 |
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| Abbvie (ABBV) | 0.2 | $733k | +9% | 3.4k | 217.18 |
|
| Illinois Tool Works (ITW) | 0.2 | $722k | -2% | 2.8k | 261.47 |
|
| Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) | 0.2 | $720k | NEW | 30k | 23.95 |
|
| Celestica (CLS) | 0.2 | $720k | +35% | 2.6k | 281.68 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $717k | +2% | 1.4k | 499.70 |
|
| Pepsi (PEP) | 0.2 | $701k | 4.5k | 155.22 |
|
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| Dover Corporation (DOV) | 0.2 | $691k | +20% | 3.3k | 207.65 |
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| Cisco Systems (CSCO) | 0.2 | $670k | 8.6k | 77.60 |
|
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.2 | $660k | +235% | 2.6k | 251.44 |
|
| United Parcel Svcs CL B (UPS) | 0.2 | $659k | -10% | 6.7k | 98.38 |
|
| Ge Vernova (GEV) | 0.2 | $658k | +18% | 753.00 | 873.93 |
|
| Analog Devices (ADI) | 0.2 | $647k | -15% | 2.0k | 318.14 |
|
| Atmos Energy Corporation (ATO) | 0.2 | $646k | +27% | 3.5k | 183.85 |
|
| Global X Fds Gb Msci Ar Etf (ARGT) | 0.2 | $643k | +167% | 6.9k | 93.33 |
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.2 | $641k | 6.0k | 106.02 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $633k | +9% | 4.3k | 147.09 |
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| Mosaic (MOS) | 0.2 | $631k | 25k | 25.50 |
|
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| ConAgra Foods (CAG) | 0.2 | $623k | 40k | 15.72 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $620k | +3% | 1.4k | 430.29 |
|
| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.2 | $612k | +139% | 14k | 44.44 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $611k | -16% | 3.1k | 194.15 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $609k | 3.2k | 192.87 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $601k | 7.0k | 86.36 |
|
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| Emerson Electric (EMR) | 0.2 | $598k | -2% | 4.6k | 130.39 |
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| Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD) | 0.2 | $590k | -4% | 15k | 40.08 |
|
| Automatic Data Processing (ADP) | 0.2 | $589k | +5% | 2.9k | 206.35 |
|
| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.2 | $573k | -6% | 24k | 23.51 |
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $565k | -3% | 12k | 46.84 |
|
| Linde SHS (LIN) | 0.2 | $545k | -4% | 1.1k | 494.63 |
|
| Albemarle Corporation (ALB) | 0.1 | $542k | -44% | 3.0k | 178.06 |
|
| AFLAC Incorporated (AFL) | 0.1 | $535k | 4.9k | 109.71 |
|
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| Novartis Sponsored Adr (NVS) | 0.1 | $523k | -23% | 3.4k | 152.75 |
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| Truist Financial Corp equities (TFC) | 0.1 | $520k | -6% | 11k | 45.97 |
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| Nucor Corporation (NUE) | 0.1 | $507k | -8% | 3.0k | 168.45 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $506k | +3% | 7.7k | 65.52 |
|
| Teucrium Commodity Tr Wheat Fd (WEAT) | 0.1 | $506k | +13% | 21k | 23.57 |
|
| Profesionally Managed Portfo Congress Smid Gr (CSMD) | 0.1 | $505k | -21% | 16k | 30.71 |
|
| Nextera Energy (NEE) | 0.1 | $503k | +11% | 5.5k | 92.27 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $501k | +56% | 12k | 40.79 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $492k | 12k | 42.26 |
|
|
| Ecolab (ECL) | 0.1 | $491k | -3% | 1.8k | 266.06 |
|
| Hubbell (HUBB) | 0.1 | $484k | +16% | 987.00 | 490.75 |
|
| Ssr Mining (SSRM) | 0.1 | $482k | +17% | 16k | 29.37 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $481k | -15% | 4.1k | 118.63 |
|
| Pentair SHS (PNR) | 0.1 | $481k | +3% | 5.5k | 87.10 |
|
| W.W. Grainger (GWW) | 0.1 | $478k | -4% | 439.00 | 1087.61 |
|
| Global X Fds Global X Uranium (URA) | 0.1 | $471k | +13% | 9.7k | 48.43 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $469k | +38% | 5.1k | 91.75 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $465k | +17% | 2.5k | 184.30 |
|
| Unilever Spon Adr New (UL) | 0.1 | $459k | +4% | 8.0k | 57.24 |
|
| Home Depot (HD) | 0.1 | $457k | -3% | 1.4k | 329.08 |
|
| McKesson Corporation (MCK) | 0.1 | $457k | -34% | 528.00 | 865.96 |
|
| Chubb (CB) | 0.1 | $454k | -3% | 1.4k | 325.67 |
|
| Northern Lts Fd Tr Iv Inspire Fidelis (FDLS) | 0.1 | $453k | -12% | 12k | 37.03 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $447k | -5% | 6.2k | 72.08 |
|
| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.1 | $443k | 8.8k | 50.14 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $441k | +14% | 8.7k | 50.88 |
|
| Eaton Corp SHS (ETN) | 0.1 | $440k | 1.2k | 357.67 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $437k | +12% | 5.6k | 78.42 |
|
| Plains Gp Hldgs Ltd Partnr Int A (PAGP) | 0.1 | $434k | -5% | 18k | 24.28 |
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| General Motors Company (GM) | 0.1 | $429k | NEW | 5.8k | 74.50 |
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| Zacks Trust Earngs Constant (ZECP) | 0.1 | $426k | NEW | 13k | 33.83 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $425k | -4% | 426.00 | 997.24 |
|
| Zacks Trust Focus Growth Etf (GROZ) | 0.1 | $425k | +113% | 15k | 27.57 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $423k | 5.4k | 78.66 |
|
|
| Netflix (NFLX) | 0.1 | $421k | 4.4k | 96.14 |
|
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.1 | $419k | 16k | 25.48 |
|
|
| General Mills (GIS) | 0.1 | $414k | 11k | 37.22 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $414k | -17% | 6.2k | 67.08 |
|
| Abbott Laboratories (ABT) | 0.1 | $413k | +5% | 4.0k | 103.45 |
|
| TTM Technologies (TTMI) | 0.1 | $413k | +17% | 4.2k | 97.42 |
|
| Consolidated Edison (ED) | 0.1 | $412k | -3% | 3.6k | 113.05 |
|
| Coeur Mng Com New (CDE) | 0.1 | $412k | +107% | 22k | 18.77 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $411k | +92% | 3.7k | 110.78 |
|
| Advanced Micro Devices (AMD) | 0.1 | $408k | +134% | 2.0k | 203.41 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $407k | +28% | 2.1k | 196.20 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $404k | -6% | 6.1k | 65.93 |
|
| Northern Lts Fd Tr Iv Inspire Capital (RISN) | 0.1 | $403k | NEW | 14k | 28.76 |
|
| Realty Income (O) | 0.1 | $402k | -3% | 6.5k | 61.43 |
|
| Merck & Co (MRK) | 0.1 | $401k | 3.3k | 120.94 |
|
|
| Spdr Series Trust State Street Spd (SDY) | 0.1 | $400k | 2.7k | 145.92 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $399k | +13% | 5.1k | 78.77 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $399k | 584.00 | 682.52 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $397k | -5% | 856.00 | 463.93 |
|
| S&p Global (SPGI) | 0.1 | $394k | +8% | 920.00 | 427.80 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $389k | 17k | 22.98 |
|
|
| Nordson Corporation (NDSN) | 0.1 | $386k | -42% | 1.5k | 264.67 |
|
| Simplify Exchange Traded Fun Aggregate Bond E (AGGH) | 0.1 | $386k | 19k | 20.35 |
|
|
| Alto Neuroscience Com Shs (ANRO) | 0.1 | $385k | NEW | 17k | 22.48 |
|
| Progressive Corporation (PGR) | 0.1 | $377k | 1.9k | 198.24 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $377k | -3% | 2.6k | 142.40 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.1 | $374k | -11% | 2.3k | 163.18 |
|
| Brown & Brown (BRO) | 0.1 | $371k | +16% | 5.5k | 67.08 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $369k | +64% | 3.4k | 108.25 |
|
| 3M Company (MMM) | 0.1 | $362k | 2.5k | 145.19 |
|
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.1 | $362k | +25% | 7.3k | 49.46 |
|
| Lumentum Hldgs (LITE) | 0.1 | $361k | NEW | 513.00 | 702.93 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.1 | $359k | NEW | 4.1k | 88.01 |
|
| Zacks Trust Small/mid Cap (SMIZ) | 0.1 | $357k | NEW | 9.6k | 37.07 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $348k | +2% | 7.2k | 48.18 |
|
| Smucker J M Com New (SJM) | 0.1 | $344k | -20% | 3.6k | 96.85 |
|
| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 0.1 | $342k | 16k | 21.42 |
|
|
| Essex Property Trust (ESS) | 0.1 | $341k | +5% | 1.4k | 246.53 |
|
| Republic Services (RSG) | 0.1 | $340k | 1.6k | 219.08 |
|
|
| Sterling Construction Company (STRL) | 0.1 | $340k | +28% | 834.00 | 407.27 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $339k | -5% | 4.0k | 85.50 |
|
| Amrize SHS (AMRZ) | 0.1 | $338k | NEW | 6.0k | 56.02 |
|
| Church & Dwight (CHD) | 0.1 | $337k | -8% | 3.6k | 93.84 |
|
| Aon Shs Cl A (AON) | 0.1 | $334k | NEW | 1.0k | 322.78 |
|
| Walt Disney Company (DIS) | 0.1 | $333k | 3.5k | 96.36 |
|
|
| Uber Technologies (UBER) | 0.1 | $330k | +3% | 4.6k | 71.93 |
|
| CarMax (KMX) | 0.1 | $326k | +8% | 7.8k | 41.58 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $326k | NEW | 1.7k | 191.89 |
|
| Roper Industries (ROP) | 0.1 | $325k | +19% | 903.00 | 360.02 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.1 | $324k | 2.7k | 120.97 |
|
|
| Peak (DOC) | 0.1 | $323k | +3% | 20k | 16.43 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $322k | -5% | 6.9k | 46.40 |
|
| West Pharmaceutical Services (WST) | 0.1 | $318k | +19% | 1.3k | 249.89 |
|
| Echostar Corp Cl A (SATS) | 0.1 | $317k | +2% | 2.7k | 117.06 |
|
| Target Corporation (TGT) | 0.1 | $317k | -6% | 2.6k | 120.55 |
|
| Kenvue (KVUE) | 0.1 | $313k | +15% | 18k | 17.24 |
|
| Amcor Com New (AMCR) | 0.1 | $312k | NEW | 8.7k | 35.97 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $308k | 1.0k | 298.85 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $304k | -6% | 13k | 24.27 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $304k | 3.3k | 92.75 |
|
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.1 | $301k | +9% | 5.8k | 51.68 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $301k | 738.00 | 407.97 |
|
|
| Farmers & Merchants State Bank Com Stk (FMAO) | 0.1 | $298k | 12k | 25.67 |
|
|
| Zacks Trust Quality Internat (QUIZ) | 0.1 | $295k | NEW | 11k | 26.96 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $294k | 2.0k | 148.04 |
|
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $293k | +8% | 1.8k | 163.65 |
|
| Allegheny Technologies Incorporated (ATI) | 0.1 | $289k | -2% | 2.0k | 145.47 |
|
| Franklin Resources (BEN) | 0.1 | $289k | -8% | 12k | 23.77 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $287k | +3% | 1.4k | 206.37 |
|
| Commscope Hldg (VISN) | 0.1 | $284k | -25% | 16k | 18.20 |
|
| PPG Industries (PPG) | 0.1 | $282k | -45% | 2.6k | 106.90 |
|
| United Natural Foods (UNFI) | 0.1 | $279k | +4% | 6.2k | 45.06 |
|
| Fastenal Company (FAST) | 0.1 | $279k | -4% | 6.0k | 46.40 |
|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 0.1 | $278k | 3.6k | 77.38 |
|
|
| Servicenow (NOW) | 0.1 | $276k | +11% | 2.6k | 104.55 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.1 | $273k | 2.5k | 109.22 |
|
|
| Northern Lts Fd Tr Iv Inspire Growth E (GLRY) | 0.1 | $270k | NEW | 7.3k | 37.16 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $270k | -4% | 1.4k | 191.86 |
|
| Fabrinet SHS (FN) | 0.1 | $267k | NEW | 512.00 | 521.06 |
|
| Willdan (WLDN) | 0.1 | $265k | +96% | 3.5k | 76.56 |
|
| Tidal Trust I Fundstrat Granny (GRNY) | 0.1 | $265k | -7% | 11k | 23.87 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $264k | 1.5k | 173.45 |
|
|
| Hormel Foods Corporation (HRL) | 0.1 | $262k | +11% | 12k | 22.83 |
|
| FactSet Research Systems (FDS) | 0.1 | $261k | +53% | 1.2k | 217.01 |
|
| Iqvia Holdings (IQV) | 0.1 | $260k | +2% | 1.5k | 170.54 |
|
| Lumen Technologies (LUMN) | 0.1 | $260k | +6% | 37k | 6.95 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $259k | +15% | 1.8k | 146.63 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $258k | +9% | 2.6k | 99.04 |
|
| Okta Cl A (OKTA) | 0.1 | $258k | -19% | 3.3k | 78.71 |
|
| Deere & Company (DE) | 0.1 | $254k | 450.00 | 564.38 |
|
|
| Erie Indty Cl A (ERIE) | 0.1 | $254k | +23% | 1.0k | 251.25 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.1 | $250k | +6% | 7.4k | 33.74 |
|
| T. Rowe Price (TROW) | 0.1 | $250k | +8% | 2.8k | 90.19 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $248k | 8.5k | 29.08 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $247k | NEW | 1.2k | 198.29 |
|
| Incyte Corporation (INCY) | 0.1 | $247k | +9% | 2.6k | 94.12 |
|
| Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) | 0.1 | $247k | 5.5k | 44.61 |
|
|
| Planet Labs Pbc Com Cl A (PL) | 0.1 | $243k | NEW | 8.7k | 27.95 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $243k | 2.0k | 124.36 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $242k | -14% | 400.00 | 604.53 |
|
| Leidos Holdings (LDOS) | 0.1 | $241k | 1.5k | 155.52 |
|
|
| Invesco Exchange Traded Fd T Divid Achievev (PFM) | 0.1 | $238k | 4.7k | 51.09 |
|
|
| Par Pac Holdings Com New (PARR) | 0.1 | $237k | -36% | 3.8k | 62.64 |
|
| Twilio Cl A (TWLO) | 0.1 | $236k | +11% | 1.9k | 125.85 |
|
| Qualcomm (QCOM) | 0.1 | $236k | 1.8k | 128.75 |
|
|
| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $235k | NEW | 3.1k | 74.94 |
|
| Clorox Company (CLX) | 0.1 | $234k | -3% | 2.2k | 105.01 |
|
| Jd.com Spon Ads Cl A (JD) | 0.1 | $233k | 7.9k | 29.57 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $230k | NEW | 15k | 15.83 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $230k | 10k | 22.66 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $224k | 8.3k | 26.82 |
|
|
| Gold Fields Sponsored Adr (GFI) | 0.1 | $221k | +8% | 4.9k | 45.40 |
|
| Steris Shs Usd (STE) | 0.1 | $221k | 1.0k | 221.13 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $219k | +6% | 7.1k | 30.96 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $218k | NEW | 4.7k | 46.71 |
|
| Ameriprise Financial (AMP) | 0.1 | $216k | 486.00 | 444.40 |
|
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.1 | $216k | 5.9k | 36.74 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $215k | 4.2k | 50.66 |
|
|
| SkyWest (SKYW) | 0.1 | $215k | -32% | 2.3k | 91.83 |
|
| Ishares Tr Mrgstr Md Cp Val (IMCV) | 0.1 | $214k | -3% | 2.5k | 84.79 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $212k | 1.9k | 109.00 |
|
|
| Centrus Energy Corp Cl A (LEU) | 0.1 | $208k | NEW | 1.2k | 173.59 |
|
| Global X Fds Global X Silver (SIL) | 0.1 | $208k | NEW | 2.3k | 90.09 |
|
| Honeywell International (HON) | 0.1 | $208k | 919.00 | 226.05 |
|
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $206k | NEW | 4.9k | 42.30 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $204k | NEW | 4.4k | 45.89 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $202k | 410.00 | 491.67 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $201k | NEW | 504.00 | 398.00 |
|
| Graniteshares Platinum Tr Shs Ben Int (PLTM) | 0.1 | $192k | NEW | 10k | 18.91 |
|
| USA Rare Earth Inc A (USAR) | 0.0 | $176k | NEW | 12k | 15.14 |
|
| United States Antimony (UAMY) | 0.0 | $119k | +8% | 14k | 8.73 |
|
| Nuvation Bio Com Cl A (NUVB) | 0.0 | $80k | +40% | 19k | 4.29 |
|
| High Tide Com New (HITI) | 0.0 | $28k | 12k | 2.29 |
|
|
| Blend Labs Cl A (BLND) | 0.0 | $21k | NEW | 12k | 1.70 |
|
| Neuroone Med Technologies Com New (NMTC) | 0.0 | $15k | NEW | 20k | 0.78 |
|
| Sundial Growers (SNDL) | 0.0 | $14k | 11k | 1.32 |
|
|
| Intercure Com New (INCR) | 0.0 | $8.9k | 12k | 0.75 |
|
|
| NextNRG (NXXT) | 0.0 | $6.6k | NEW | 16k | 0.40 |
|
Past Filings by Revisor Wealth Management
SEC 13F filings are viewable for Revisor Wealth Management going back to 2023
- Revisor Wealth Management 2026 Q1 filed April 27, 2026
- Revisor Wealth Management 2025 Q4 filed Jan. 27, 2026
- 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