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Revisor Wealth Management LLC — 13F Holdings & Portfolio

CIK 1887409 · latest 13F-HR filed 2026-07-22

Backtest portfolio

Revisor Wealth Management LLC manages $416.2M in 13F-reported U.S. long-equity assets across 371 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SCHZ (4.04%), AAPL (3.66%), VCIT (2.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 65 new positions and exited 21; 177 existing positions rose in reported value and 60 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$416.2M

Long-equity book

Holdings
371

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+65 / −21 / ↑177 / ↓60

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SCHZ4.0% · -9%AAPL3.7% · +0%VCIT2.8% · +4%VIGI2.7% · +10%SPEM2.6% · +10%MSFT2.2% · +3%SPSB1.9% · +23%AMZN1.7% · +7%DVYE1.7% · -2%VCLT1.5% · -29%NVDA1.4% · -1%CINF1.2% · -0%MU1.2% · +11%TSLA1.2% · +1%MCD1.1% · -0%GOOG1.1% · -1%CRM1.0% · -0%JPM0.9% · +7%SCHG0.9% · +3%BIL0.9% · +12%GOOGL0.8% · -6%META0.8% · +12%BIBL0.8% · -9%SCHF0.8% · +1%VIG0.7% · +10%CRDO0.7% · +6%PM0.6% · -8%XOM0.6% · +1%IAGG0.6% · -2%SPY0.6% · +0%BRK.B0.6% · -3%SCHP0.6% · -4%SHW0.6% · -10%RDDT0.6% · 0%WFC0.6% · -1%RCL0.6% · 0%SLV0.6% · +19%MGV0.6% · -0%TSM0.5% · -1%STIP0.5% · newKO0.5% · +14%VWO0.5% · +8%JPST0.5% · +5%ENB0.5% · -1%BIV0.5% · -7%MDT0.5% · +19%VB0.5% · +4%BDX0.5% · +11%AMAT0.5% · -23%JAAA0.4% · +34%ICVT0.4% · +51%SCHX0.4% · +14%VTI0.4% · -3%V0.4% · -0%CAT0.4% · +2%VBK0.4% · +62%VUG0.4% · +589%GSK0.4% · -1%SYY0.4% · +1%LAC0.4% · +6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 24.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 14, 2026.

Assets Under Management
$2.53B
Discretionary
$2.53B
Employees
11
Accounts
7,480
Address
2650 W. MARKET ST.
2ND FLOOR
AKRON, OH 44333
Phone
(440) 248-3355
Website
Name Title / Status Ownership Type
Dunbar, Ethan, N. ControlCHIEF OPERATIONS OFFICER
since Mar 2018
10–25%Individual
JONES, LANDON, RAY ControlPRESIDENT, CEO AND CCO
since Feb 2004
Less than 5%Individual
LRJ CONSULTING, INC. ControlHOLDING COMPANY/PARENT
since Dec 2013
75% or moreDomestic Entity
JONES, LANDON, RAY Control
Indirect owner via LRJ CONSULTING, INC.
PRESIDENT
since Oct 2005
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Feb 10, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 31, 2026 filing
  • ChangedDunbar, Ethan, N. · ownership 5–10% → 10–25%
Feb 10, 2021 filing (earliest on record)
  • ListedDunbar, Ethan, N. · CHIEF OPERATIONS OFFICER · 5–10% · control person
  • ListedJONES, LANDON, RAY · PRESIDENT, CEO AND CCO · Less than 5% · control person
  • ListedJONES, LANDON, RAY · PRESIDENT · 75% or more · indirect via LRJ CONSULTING, INC. · control person
  • ListedLRJ CONSULTING, INC. · HOLDING COMPANY/PARENT · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 177 →

Top Trims

Show all 60 →

New Positions

Show all 65 →

Exited Positions

Show all 21 →

Revisor Wealth Management LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHZ 808524839 $16.8M 4.04% 726,046 SH
2 APPLE INC AAPL 037833100 $15.2M 3.66% 52,626 SH
3 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $11.4M 2.75% 138,506 SH
4 VANGUARD WHITEHALL FDS VIGI 921946810 $11.2M 2.69% 119,706 SH
5 SPDR INDEX SHS FDS SPEM 78463X509 $10.8M 2.59% 207,927 SH
6 MICROSOFT CORP MSFT 594918104 $9.2M 2.21% 24,679 SH
7 SPDR SERIES TRUST SPSB 78464A474 $8.0M 1.91% 264,926 SH
8 AMAZON COM INC AMZN 023135106 $7.2M 1.72% 30,045 SH
9 ISHARES INC DVYE 464286319 $7.1M 1.70% 219,995 SH
10 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $6.4M 1.54% 85,111 SH
11 NVIDIA CORPORATION NVDA 67066G104 $5.8M 1.40% 29,134 SH
12 CINCINNATI FINL CORP CINF 172062101 $5.1M 1.22% 27,385 SH
13 MICRON TECHNOLOGY INC MU 595112103 $5.0M 1.21% 4,355 SH
14 TESLA INC TSLA 88160R101 $5.0M 1.20% 11,898 SH
15 MCDONALDS CORP MCD 580135101 $4.8M 1.15% 17,705 SH
16 ALPHABET INC GOOG 02079K107 $4.6M 1.10% 12,968 SH
17 SALESFORCE INC CRM 79466L302 $4.0M 0.96% 25,492 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $3.9M 0.95% 12,050 SH
19 SCHWAB STRATEGIC TR SCHG 808524300 $3.8M 0.91% 112,463 SH
20 SPDR SERIES TRUST BIL 78468R663 $3.6M 0.86% 39,029 SH
21 ALPHABET INC GOOGL 02079K305 $3.5M 0.84% 9,796 SH
22 META PLATFORMS INC META 30303M102 $3.3M 0.80% 5,923 SH
23 NORTHERN LTS FD TR IV BIBL 66538H534 $3.3M 0.79% 56,407 SH
24 SCHWAB STRATEGIC TR SCHF 808524805 $3.2M 0.77% 115,942 SH
25 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.8M 0.67% 11,787 SH
26 CREDO TECHNOLOGY GROUP HOLDI CRDO G25457105 $2.7M 0.66% 10,036 SH
27 PHILIP MORRIS INTL INC PM 718172109 $2.7M 0.65% 14,848 SH
28 EXXON MOBIL CORP XOM 30231G102 $2.7M 0.64% 19,464 SH
29 ISHARES TR IAGG 46435G672 $2.7M 0.64% 52,409 SH
30 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.6M 0.63% 3,504 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $2.6M 0.63% 5,212 SH
32 SCHWAB STRATEGIC TR SCHP 808524870 $2.6M 0.62% 97,478 SH
33 SHERWIN WILLIAMS CO SHW 824348106 $2.6M 0.62% 7,476 SH
34 REDDIT INC RDDT 75734B100 $2.5M 0.60% 14,400 SH
35 WELLS FARGO & CO WFC 949746101 $2.5M 0.59% 29,755 SH
36 ROYAL CARIBBEAN GROUP RCL V7780T103 $2.4M 0.57% 7,432 SH
37 ISHARES SILVER TR SLV 46428Q109 $2.3M 0.56% 43,836 SH
38 VANGUARD WORLD FD MGV 921910840 $2.3M 0.55% 14,097 SH
39 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.3M 0.54% 4,733 SH
40 ISHARES TR STIP 46429B747 $2.3M 0.54% 22,063 SH
41 COCA COLA CO KO 191216100 $2.2M 0.54% 27,423 SH
42 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.2M 0.54% 37,461 SH
43 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $2.2M 0.53% 43,722 SH
44 ENBRIDGE INC ENB 29250N105 $2.1M 0.51% 39,107 SH
45 VANGUARD BD INDEX FDS BIV 921937819 $2.1M 0.50% 27,151 SH
46 MEDTRONIC PLC MDT G5960L103 $2.1M 0.50% 26,224 SH
47 VANGUARD INDEX FDS VB 922908751 $2.0M 0.48% 6,657 SH
48 BECTON DICKINSON & CO BDX 075887109 $1.9M 0.45% 12,492 SH
49 APPLIED MATLS INC AMAT 038222105 $1.9M 0.45% 2,608 SH
50 JANUS DETROIT STR TR JAAA 47103U845 $1.9M 0.45% 36,873 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $416.2M 371 0001754960-26-000579
2026-03-31 2026-04-27 $362.1M 327 0001754960-26-000321
2025-12-31 2026-01-27 $373.5M 330 0001754960-26-000125
Filer Information
Address
11 HARVESTER DR.
AKRON, OH 44321
Phone
(440) 248-3355
Filing Manager
Revisor Wealth Management LLC
AKRON, OH
Signatory
Aryn Sands
Agent