Filed: 7/15/2025ACC: 0001754960-25-000376
📋 What this filing means
REVISOR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 271 equity positions with a total reported market value of $277.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
271
Positions
$277.32M
Total AUM (reported)
4.67M
Total Shares
Allocation by class
COM$119.03M42.9%
US AGGREGATE B$15.41M5.6%
INTL DVD ETF$10.42M3.8%
INT-TERM CORP$10.23M3.7%
LG-TERM COR BD$8.98M3.2%
EM MKTS DIV ETF$7.39M2.7%
PORTFOLIO EMG MK$6.85M2.5%
Portfolio Concentration
Top 3$37.27M13.4%
4–10$55.22M19.9%
11–25$45.36M16.4%
Rest$139.47M50.3%
Top 3 weight
13.4%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.67M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole271
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings271
Rows:
SCHWAB STRATEGIC TR
SOLEShares668.04K
TypeSH
Market value$15.41M
5.56%
Sole
0.00
Shared
0.00
None
668.04K
APPLE INC
SOLEShares53.87K
TypeSH
Market value$11.44M
4.13%
Sole
0.00
Shared
0.00
None
53.87K
VANGUARD WHITEHALL FDS
SOLEShares116.46K
TypeSH
Market value$10.42M
3.76%
Sole
0.00
Shared
0.00
None
116.46K
VANGUARD SCOTTSDALE FDS
SOLEShares124.27K
TypeSH
Market value$10.23M
3.69%
Sole
0.00
Shared
0.00
None
124.27K
MICROSOFT CORP
SOLEShares19.54K
TypeSH
Market value$9.80M
3.53%
Sole
0.00
Shared
0.00
None
19.54K
VANGUARD SCOTTSDALE FDS
SOLEShares119.52K
TypeSH
Market value$8.98M
3.24%
Sole
0.00
Shared
0.00
None
119.52K
ISHARES INC
SOLEShares254.78K
TypeSH
Market value$7.39M
2.66%
Sole
0.00
Shared
0.00
None
254.78K
SPDR INDEX SHS FDS
SOLEShares159.53K
TypeSH
Market value$6.85M
2.47%
Sole
0.00
Shared
0.00
None
159.53K
SALESFORCE INC
SOLEShares25.23K
TypeSH
Market value$6.66M
2.40%
Sole
0.00
Shared
0.00
None
25.23K
MCDONALDS CORP
SOLEShares17.83K
TypeSH
Market value$5.32M
1.92%
Sole
0.00
Shared
0.00
None
17.83K
SPDR SERIES TRUST
SOLEShares152.95K
TypeSH
Market value$4.60M
1.66%
Sole
0.00
Shared
0.00
None
152.95K
CINCINNATI FINL CORP
SOLEShares27.64K
TypeSH
Market value$4.11M
1.48%
Sole
0.00
Shared
0.00
None
27.64K
NVIDIA CORPORATION
SOLEShares24.54K
TypeSH
Market value$4.03M
1.45%
Sole
0.00
Shared
0.00
None
24.54K
SPDR SERIES TRUST
SOLEShares35.96K
TypeSH
Market value$3.29M
1.19%
Sole
0.00
Shared
0.00
None
35.96K
SCHWAB STRATEGIC TR
SOLEShares101.92K
TypeSH
Market value$3.00M
1.08%
Sole
0.00
Shared
0.00
None
101.92K
ISHARES TR
SOLEShares56.01K
TypeSH
Market value$2.96M
1.07%
Sole
0.00
Shared
0.00
None
56.01K
SCHWAB STRATEGIC TR
SOLEShares106.88K
TypeSH
Market value$2.84M
1.02%
Sole
0.00
Shared
0.00
None
106.88K
SHERWIN WILLIAMS CO
SOLEShares7.98K
TypeSH
Market value$2.81M
1.01%
Sole
0.00
Shared
0.00
None
7.98K
AMAZON COM INC
SOLEShares12.55K
TypeSH
Market value$2.79M
1.01%
Sole
0.00
Shared
0.00
None
12.55K
VANGUARD BD INDEX FDS
SOLEShares34.94K
TypeSH
Market value$2.68M
0.97%
Sole
0.00
Shared
0.00
None
34.94K
NORTHERN LTS FD TR IV
SOLEShares63.70K
TypeSH
Market value$2.67M
0.96%
Sole
0.00
Shared
0.00
None
63.70K
ROYAL CARIBBEAN GROUP
SOLEShares7.42K
TypeSH
Market value$2.53M
0.91%
Sole
0.00
Shared
0.00
None
7.42K
META PLATFORMS INC
SOLEShares3.42K
TypeSH
Market value$2.48M
0.90%
Sole
0.00
Shared
0.00
None
3.42K
ISHARES TR
SOLEShares45.63K
TypeSH
Market value$2.32M
0.84%
Sole
0.00
Shared
0.00
None
45.63K
BERKSHIRE HATHAWAY INC DEL
SOLEShares4.71K
TypeSH
Market value$2.25M
0.81%
Sole
0.00
Shared
0.00
None
4.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 668.04K | SH | $15.41M 5.56% | 0.00 | 0.00 | 668.04K |
APPLE INCSOLE | COM | 53.87K | SH | $11.44M 4.13% | 0.00 | 0.00 | 53.87K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 116.46K | SH | $10.42M 3.76% | 0.00 | 0.00 | 116.46K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 124.27K | SH | $10.23M 3.69% | 0.00 | 0.00 | 124.27K |
MICROSOFT CORPSOLE | COM | 19.54K | SH | $9.80M 3.53% | 0.00 | 0.00 | 19.54K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 119.52K | SH | $8.98M 3.24% | 0.00 | 0.00 | 119.52K |
ISHARES INCSOLE | EM MKTS DIV ETF | 254.78K | SH | $7.39M 2.66% | 0.00 | 0.00 | 254.78K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO EMG MK | 159.53K | SH | $6.85M 2.47% | 0.00 | 0.00 | 159.53K |
SALESFORCE INCSOLE | COM | 25.23K | SH | $6.66M 2.40% | 0.00 | 0.00 | 25.23K |
MCDONALDS CORPSOLE | COM | 17.83K | SH | $5.32M 1.92% | 0.00 | 0.00 | 17.83K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 152.95K | SH | $4.60M 1.66% | 0.00 | 0.00 | 152.95K |
CINCINNATI FINL CORPSOLE | COM | 27.64K | SH | $4.11M 1.48% | 0.00 | 0.00 | 27.64K |
NVIDIA CORPORATIONSOLE | COM | 24.54K | SH | $4.03M 1.45% | 0.00 | 0.00 | 24.54K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 35.96K | SH | $3.29M 1.19% | 0.00 | 0.00 | 35.96K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 101.92K | SH | $3.00M 1.08% | 0.00 | 0.00 | 101.92K |
ISHARES TRSOLE | ISHS 5-10YR INVT | 56.01K | SH | $2.96M 1.07% | 0.00 | 0.00 | 56.01K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 106.88K | SH | $2.84M 1.02% | 0.00 | 0.00 | 106.88K |
SHERWIN WILLIAMS COSOLE | COM | 7.98K | SH | $2.81M 1.01% | 0.00 | 0.00 | 7.98K |
AMAZON COM INCSOLE | COM | 12.55K | SH | $2.79M 1.01% | 0.00 | 0.00 | 12.55K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 34.94K | SH | $2.68M 0.97% | 0.00 | 0.00 | 34.94K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 100 ETF | 63.70K | SH | $2.67M 0.96% | 0.00 | 0.00 | 63.70K |
ROYAL CARIBBEAN GROUPSOLE | COM | 7.42K | SH | $2.53M 0.91% | 0.00 | 0.00 | 7.42K |
META PLATFORMS INCSOLE | CL A | 3.42K | SH | $2.48M 0.90% | 0.00 | 0.00 | 3.42K |
ISHARES TRSOLE | CORE INTL AGGR | 45.63K | SH | $2.32M 0.84% | 0.00 | 0.00 | 45.63K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.71K | SH | $2.25M 0.81% | 0.00 | 0.00 | 4.71K |
Page 1 of 11
…