Revisor Wealth Management LLC
372 holdingsFiling period: 2026-06-30Current AUM: $427.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 726.0K | $16.8M | $16.3M | 3.81% | -71,180 | 2026-06-30 |
| 2 | AAPL | APPLE INC | 52.6K | $15.2M | $17.5M | 4.09% | +134 | 2026-06-30 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 138.5K | $11.4M | $11.0M | 2.58% | +4.9K | 2026-06-30 |
| 4 | VIGI | VANGUARD WHITEHALL FDS | 119.7K | $11.2M | $11.6M | 2.72% | +11.3K | 2026-06-30 |
| 5 | SPEM | SPDR INDEX SHS FDS | 207.9K | $10.8M | $10.9M | 2.56% | +19.5K | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 24.7K | $9.2M | $12.2M | 2.86% | +782 | 2026-06-30 |
| 7 | SPSB | SPDR SERIES TRUST | 264.9K | $8.0M | $7.9M | 1.84% | +49.4K | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 30.0K | $7.2M | $7.7M | 1.81% | +1.9K | 2026-06-30 |
| 9 | DVYE | ISHARES INC | 220.0K | $7.1M | $7.9M | 1.86% | -4,725 | 2026-06-30 |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | 85.1K | $6.4M | $6.0M | 1.41% | -34,413 | 2026-06-30 |
| 11 | NVDA | NVIDIA CORPORATION | 29.1K | $5.8M | $6.4M | 1.49% | -316 | 2026-06-30 |
| 12 | CINF | CINCINNATI FINL CORP | 27.4K | $5.1M | $4.7M | 1.09% | -12 | 2026-06-30 |
| 13 | MU | MICRON TECHNOLOGY INC | 4.4K | $5.0M | $4.2M | 0.99% | +434 | 2026-06-30 |
| 14 | TSLA | TESLA INC | 11.9K | $5.0M | $4.3M | 1.02% | +77 | 2026-06-30 |
| 15 | MCD | MCDONALDS CORP | 17.7K | $4.8M | $4.5M | 1.05% | -30 | 2026-06-30 |
| 16 | GOOG | ALPHABET INC | 13.0K | $4.6M | $4.4M | 1.02% | -128 | 2026-06-30 |
| 17 | CRM | SALESFORCE INC | 25.5K | $4.0M | $6.3M | 1.48% | -139 | 2026-06-30 |
| 18 | JPM | JPMORGAN CHASE & CO | 12.1K | $3.9M | $4.3M | 1.00% | +821 | 2026-06-30 |
| 19 | SCHG | SCHWAB STRATEGIC TR | 112.5K | $3.8M | $4.0M | 0.93% | +3.7K | 2026-06-30 |
| 20 | BIL | SPDR SERIES TRUST | 39.0K | $3.6M | $3.6M | 0.84% | +4.1K | 2026-06-30 |
| 21 | GOOGL | ALPHABET INC | 9.8K | $3.5M | $3.3M | 0.78% | -577 | 2026-06-30 |
| 22 | META | META PLATFORMS INC | 5.9K | $3.3M | $3.8M | 0.90% | +641 | 2026-06-30 |
| 23 | BIBL | NORTHERN LTS FD TR IV | 56.4K | $3.3M | $3.1M | 0.73% | -5,798 | 2026-06-30 |
| 24 | SCHF | SCHWAB STRATEGIC TR | 115.9K | $3.2M | $3.3M | 0.76% | +1.4K | 2026-06-30 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | 11.8K | $2.8M | $2.8M | 0.66% | +1.1K | 2026-06-30 |
← Scroll →
Page 1 of 15