Revisor Wealth Management LLC
328 holdingsFiling period: 2026-03-31Current AUM: $390.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | 797.2K | $18.5M | $18.1M | 4.64% | +56.9K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 52.5K | $13.3M | $16.2M | 4.15% | -11,669 | 2026-03-31 |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 133.6K | $11.1M | $10.9M | 2.78% | -2,517 | 2026-03-31 |
| 4 | VIGI | VANGUARD WHITEHALL FDS | 108.4K | $9.6M | $10.5M | 2.70% | -4,063 | 2026-03-31 |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | 119.5K | $8.9M | $8.6M | 2.20% | -15,857 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 23.9K | $8.8M | $11.1M | 2.84% | +1.6K | 2026-03-31 |
| 7 | SPEM | SPDR INDEX SHS FDS | 188.4K | $8.8M | $9.6M | 2.46% | -11,772 | 2026-03-31 |
| 8 | DVYE | ISHARES INC | 224.7K | $7.7M | $7.6M | 1.96% | -16,433 | 2026-03-31 |
| 9 | SPSB | SPDR SERIES TRUST | 215.6K | $6.5M | $6.5M | 1.65% | +54.0K | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 28.1K | $5.9M | $7.6M | 1.95% | +4.7K | 2026-03-31 |
| 11 | MCD | MCDONALDS CORP | 17.7K | $5.5M | $4.8M | 1.23% | -35 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 29.4K | $5.1M | $5.9M | 1.51% | +5.4K | 2026-03-31 |
| 13 | CRM | SALESFORCE INC | 25.6K | $4.8M | $4.7M | 1.21% | +22 | 2026-03-31 |
| 14 | TSLA | TESLA INC | 11.8K | $4.4M | $3.7M | 0.94% | +1.0K | 2026-03-31 |
| 15 | CINF | CINCINNATI FINL CORP | 27.4K | $4.3M | $4.9M | 1.25% | +34 | 2026-03-31 |
| 16 | GOOG | ALPHABET INC | 13.1K | $3.8M | $4.7M | 1.20% | -1,809 | 2026-03-31 |
| 17 | JPM | JPMORGAN CHASE & CO | 11.2K | $3.3M | $4.0M | 1.01% | -161 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 19.3K | $3.3M | $3.0M | 0.77% | -713 | 2026-03-31 |
| 19 | XOM | EXXON MOBIL CORP | 19.3K | $3.3M | $3.0M | 0.77% | -713 | 2026-03-31 |
| 20 | BIL | SPDR SERIES TRUST | 34.9K | $3.2M | $3.2M | 0.82% | -11,772 | 2026-03-31 |
| 21 | SCHG | SCHWAB STRATEGIC TR | 108.8K | $3.2M | $3.7M | 0.95% | +1.9K | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 5.3K | $3.0M | $2.9M | 0.75% | +376 | 2026-03-31 |
| 23 | GOOGL | ALPHABET INC | 10.4K | $3.0M | $3.7M | 0.95% | -562 | 2026-03-31 |
| 24 | BIBL | NORTHERN LTS FD TR IV | 62.2K | $2.9M | $3.4M | 0.87% | -2,193 | 2026-03-31 |
| 25 | SCHF | SCHWAB STRATEGIC TR | 114.5K | $2.8M | $3.1M | 0.80% | -2,067 | 2026-03-31 |
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