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CIK: 0001887409
Total reported value
$404.1M
$404.1M
271 檔
14.2%
In Q2 2025, Revisor Wealth Management LLC's U.S. equity holdings reached a combined market value of $404.1M, distributed across 271 disclosed stock positions.
In Q2 2025, Revisor Wealth Management LLC displayed an active expansion posture, initiating 58 new positions and adding to 88 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.56% | +0.06% | +22.79% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.13% | +0.58% | -1.48% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.76% | +0.19% | +5.96% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.69% | +0.12% | +12.98% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | +0.81% | +5.28% | |
| 6 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.24% | -0.10% | +21.58% | |
| 7 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 2.66% | +0.18% | +0.52% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.47% | +0.15% | +15.10% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.40% | +0.54% | +1.33% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.92% | -0.07% | -0.17% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.66% | +0.05% | +21.95% | |
| 12 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.48% | -0.06% | +0.12% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.23% | +7.90% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.19% | -0.47% | -3.90% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.08% | +0.02% | +16.15% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.07% | -0.02% | -5.57% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.02% | +0.01% | +53.88% | |
| 18 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.01% | -0.15% | +140.63% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.18% | +11.79% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.97% | -0.07% | -0.97% | |
| 21 | BIBL | Inspire 100 ETF | ETF-Other | 0.96% | -0.79% | EXIT | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.91% | -0.06% | -0.04% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | +0.25% | +26.01% | |
| 24 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.84% | +0.01% | +31.03% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | — | +25.92% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.11% | -0.49% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | +0.04% | +187.64% | |
| 28 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.64% | +0.05% | -8.83% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.03% | +13.50% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | — | +3.18% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | +0.03% | -14.98% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-Other | 0.60% | -0.08% | +6.52% | |
| 33 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.59% | -0.01% | -1.09% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.64% | EXIT | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.07% | +25.57% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.52% | -0.13% | -2.40% | |
| 37 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | -0.11% | +446.40% | |
| 38 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.51% | -0.12% | +0.62% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | -0.02% | +11.28% | |
| 40 | DFP | Flaherty & Crumrine Dyn Pref | Stock-Other | 0.50% | -0.26% | EXIT | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.49% | -0.01% | — | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.07% | +57.72% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.01% | +53.81% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | +0.03% | +1.69% | |
| 45 | MDT | Medtronic plc | Stock-Healthcare | 0.43% | +0.08% | +164.88% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.01% | -23.63% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.40% | -0.01% | +0.76% | |
| 48 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.40% | +0.13% | +198.94% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.39% | -0.02% | +14.73% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.39% | -0.03% | -46.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SHW | Sherwin-williams Co/the | +0.5% | +140.63% | Add |
| 2 | WFC | Wells Fargo & Co | +0.5% | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +187.64% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | +5.28% | Add |
| 5 | PM | Philip Morris International | +0.4% | +446.40% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | +7.90% | Add |
| 7 | CMCSA | Comcast Corp-class A | +0.4% | NEW | New buy |
| 8 | ENB | Enbridge Inc | +0.3% | NEW | New buy |
| 9 | ETR | Entergy CORP | +0.3% | NEW | New buy |
| 10 | BKNG | Booking Holdings Inc | +0.3% | NEW | New buy |
| 11 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 12 | LAMR | Lamar Advertising Co-a | +0.2% | NEW | New buy |
| 13 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | -0.04% | Trim |
| 14 | MDT | Medtronic plc | +0.2% | +164.88% | Add |
| 15 | GSK | Gsk Plc-spon Adr | +0.2% | NEW | New buy |
| 16 | TFC | Truist Financial CORP | +0.2% | NEW | New buy |
| 17 | BOXX | Alpha Architect 1-3 Mnth Box | +0.2% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +26.01% | Add |
| 19 | AMT | American Tower CORP | +0.2% | NEW | New buy |
| 20 | SCHP | Schwab U.s. Tips ETF | +0.2% | +53.88% | Add |
| 21 | BDX | Becton Dickinson And Co | +0.2% | +198.94% | Add |
| 22 | ORCL | Oracle CORP | +0.2% | +80.40% | Add |
| 23 | SCHW | Schwab (charles) CORP | +0.2% | NEW | New buy |
| 24 | LYG | Lloyds Banking Group Plc-adr | +0.2% | +1025.78% | Add |
| 25 | BND | Vanguard Total Bond Market | +0.2% | NEW | New buy |
| 26 | OMC | Omnicom Group | +0.2% | NEW | New buy |
| 27 | AMGN | Amgen Inc | +0.2% | NEW | New buy |
| 28 | XOM | Exxon Mobil CORP | +0.2% | +77.06% | Add |
| 29 | SBUX | Starbucks CORP | +0.2% | +226.65% | Add |
| 30 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 31 | PFE | Pfizer Inc | +0.2% | NEW | New buy |
| 32 | APD | Air Products & Chemicals Inc | +0.2% | +110.37% | Add |
| 33 | WEC | Wec Energy Group Inc | +0.2% | NEW | New buy |
| 34 | IVV | Ishares Core S&p 500 ETF | +0.1% | +74.48% | Add |
| 35 | CAG | Conagra Brands Inc | +0.1% | NEW | New buy |
| 36 | HII | Huntington Ingalls Industrie | +0.1% | NEW | New buy |
| 37 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +53.81% | Add |
| 38 | FTLS | First Trust Long/short Eqty | +0.1% | NEW | New buy |
| 39 | ECHO | Echostar Corp-a | +0.1% | NEW | New buy |
| 40 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 41 | JMIA | Jumia Technologies Ag-adr | +0.1% | — | Unchanged |
| 42 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 43 | FIS | Fidelity National Info Serv | +0.1% | NEW | New buy |
| 44 | PRF | Invesco Rafi US 1000 ETF | +0.1% | NEW | New buy |
| 45 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 46 | AVGO | Broadcom Inc | +0.1% | +10.65% | Add |
| 47 | DUK | Duke Energy CORP | +0.1% | +93.80% | Add |
| 48 | JPST | Jpmorgan Ultra-short Income | +0.1% | +145.04% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +79.44% | Add |
| 50 | ADI | Analog Devices Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Revisor Wealth Management LLC reported a total U.S. public equity portfolio value of $404.1M across 271 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, AAPL, VIGI) accounted for 14.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
WFC
市值: $1.4M
Top Position Liquidated / Trimmed
FTCS
前期市值: $631.1K
During Q2 2025, Revisor Wealth Management LLC's top holdings by market value included SCHZ (5.6%)、AAPL (4.1%)、VIGI (3.8%). The largest single position, SCHZ, represented 5.6% of total portfolio value.
In Q2 2025, Revisor Wealth Management LLC made 194 total portfolio adjustments, initiating 58 new buys, adding to 88 positions, trimming 37 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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