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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, exited 21, added to 177, and trimmed 60.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$3.7M +279.4%
  • SPDR INDEX SHS FDS$1.9M +21.8%
  • APPLE INC$1.9M +14.3%
  • CREDO TECHNOLOGY GROUP HOLDI$1.8M +206.8%
  • VANGUARD WHITEHALL FDS$1.6M +16.7%
Show all 177 →

Top Trims

  • VANGUARD SCOTTSDALE FDS-$2.5M -28.3%
  • SCHWAB STRATEGIC TR-$1.7M -9.3%
  • ISHARES TR-$1.1M -52.8%
  • STARBUCKS CORP-$880.2K -73.2%
  • SALESFORCE INC-$790.5K -16.5%
Show all 60 →

New Positions

  • ISHARES TR$2.3M
  • SCHWAB STRATEGIC TR$914.4K
  • ISHARES TR$832.5K
  • DOMINOS PIZZA INC$764.1K
  • SANDISK CORP$734.4K
Show all 65 →

Exited Positions

  • ISHARES TR$564.9K
  • SSR MINING IN$482.0K
  • SANOFI SA$347.5K
  • REPUBLIC SVCS INC$340.0K
  • CARMAX INC$326.1K
Show all 21 →
All Holdings

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