Filed: 4/27/2026ACC: 0001754960-26-000321
📋 What this filing means
REVISOR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 327 equity positions with a total reported market value of $362.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
327
Positions
$362.07M
Total AUM (reported)
6.09M
Total Shares
Allocation by class
COM$150.75M41.6%
STATE STREET SPD$19.80M5.5%
US AGGREGATE B$18.51M5.1%
CL A$11.06M3.1%
INT-TERM CORP$11.05M3.1%
INTL DVD ETF$9.58M2.6%
LG-TERM COR BD$8.93M2.5%
Portfolio Concentration
Top 3$42.89M11.8%
4–10$56.21M15.5%
11–25$55.34M15.3%
Rest$207.63M57.3%
Top 3 weight
11.8%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 6.09M
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
6.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole327
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings327
Rows:
SCHWAB STRATEGIC TR
SOLEShares797.23K
TypeSH
Market value$18.51M
5.11%
Sole
0.00
Shared
0.00
None
797.23K
APPLE INC
SOLEShares52.49K
TypeSH
Market value$13.32M
3.68%
Sole
0.00
Shared
0.00
None
52.49K
VANGUARD SCOTTSDALE FDS
SOLEShares133.61K
TypeSH
Market value$11.05M
3.05%
Sole
0.00
Shared
0.00
None
133.61K
VANGUARD WHITEHALL FDS
SOLEShares108.41K
TypeSH
Market value$9.58M
2.65%
Sole
0.00
Shared
0.00
None
108.41K
VANGUARD SCOTTSDALE FDS
SOLEShares119.52K
TypeSH
Market value$8.93M
2.47%
Sole
0.00
Shared
0.00
None
119.52K
MICROSOFT CORP
SOLEShares23.90K
TypeSH
Market value$8.85M
2.44%
Sole
0.00
Shared
0.00
None
23.90K
SPDR INDEX SHS FDS
SOLEShares188.39K
TypeSH
Market value$8.84M
2.44%
Sole
0.00
Shared
0.00
None
188.39K
ISHARES INC
SOLEShares224.72K
TypeSH
Market value$7.67M
2.12%
Sole
0.00
Shared
0.00
None
224.72K
SPDR SERIES TRUST
SOLEShares215.57K
TypeSH
Market value$6.48M
1.79%
Sole
0.00
Shared
0.00
None
215.57K
AMAZON COM INC
SOLEShares28.11K
TypeSH
Market value$5.85M
1.62%
Sole
0.00
Shared
0.00
None
28.11K
MCDONALDS CORP
SOLEShares17.73K
TypeSH
Market value$5.51M
1.52%
Sole
0.00
Shared
0.00
None
17.73K
NVIDIA CORPORATION
SOLEShares29.45K
TypeSH
Market value$5.14M
1.42%
Sole
0.00
Shared
0.00
None
29.45K
SALESFORCE INC
SOLEShares25.63K
TypeSH
Market value$4.78M
1.32%
Sole
0.00
Shared
0.00
None
25.63K
TESLA INC
SOLEShares11.82K
TypeSH
Market value$4.39M
1.21%
Sole
0.00
Shared
0.00
None
11.82K
CINCINNATI FINL CORP
SOLEShares27.40K
TypeSH
Market value$4.34M
1.20%
Sole
0.00
Shared
0.00
None
27.40K
ALPHABET INC
SOLEShares13.10K
TypeSH
Market value$3.76M
1.04%
Sole
0.00
Shared
0.00
None
13.10K
JPMORGAN CHASE & CO
SOLEShares11.23K
TypeSH
Market value$3.30M
0.91%
Sole
0.00
Shared
0.00
None
11.23K
EXXON MOBIL CORP
SOLEShares19.33K
TypeSH
Market value$3.27M
0.90%
Sole
0.00
Shared
0.00
None
19.33K
SPDR SERIES TRUST
SOLEShares34.95K
TypeSH
Market value$3.20M
0.88%
Sole
0.00
Shared
0.00
None
34.95K
SCHWAB STRATEGIC TR
SOLEShares108.77K
TypeSH
Market value$3.17M
0.88%
Sole
0.00
Shared
0.00
None
108.77K
META PLATFORMS INC
SOLEShares5.28K
TypeSH
Market value$3.02M
0.83%
Sole
0.00
Shared
0.00
None
5.28K
ALPHABET INC
SOLEShares10.37K
TypeSH
Market value$2.98M
0.82%
Sole
0.00
Shared
0.00
None
10.37K
NORTHERN LTS FD TR IV
SOLEShares62.20K
TypeSH
Market value$2.95M
0.81%
Sole
0.00
Shared
0.00
None
62.20K
SCHWAB STRATEGIC TR
SOLEShares114.52K
TypeSH
Market value$2.83M
0.78%
Sole
0.00
Shared
0.00
None
114.52K
SCHWAB STRATEGIC TR
SOLEShares101.02K
TypeSH
Market value$2.69M
0.74%
Sole
0.00
Shared
0.00
None
101.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 797.23K | SH | $18.51M 5.11% | 0.00 | 0.00 | 797.23K |
APPLE INCSOLE | COM | 52.49K | SH | $13.32M 3.68% | 0.00 | 0.00 | 52.49K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 133.61K | SH | $11.05M 3.05% | 0.00 | 0.00 | 133.61K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 108.41K | SH | $9.58M 2.65% | 0.00 | 0.00 | 108.41K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 119.52K | SH | $8.93M 2.47% | 0.00 | 0.00 | 119.52K |
MICROSOFT CORPSOLE | COM | 23.90K | SH | $8.85M 2.44% | 0.00 | 0.00 | 23.90K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 188.39K | SH | $8.84M 2.44% | 0.00 | 0.00 | 188.39K |
ISHARES INCSOLE | EM MKTS DIV ETF | 224.72K | SH | $7.67M 2.12% | 0.00 | 0.00 | 224.72K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 215.57K | SH | $6.48M 1.79% | 0.00 | 0.00 | 215.57K |
AMAZON COM INCSOLE | COM | 28.11K | SH | $5.85M 1.62% | 0.00 | 0.00 | 28.11K |
MCDONALDS CORPSOLE | COM | 17.73K | SH | $5.51M 1.52% | 0.00 | 0.00 | 17.73K |
NVIDIA CORPORATIONSOLE | COM | 29.45K | SH | $5.14M 1.42% | 0.00 | 0.00 | 29.45K |
SALESFORCE INCSOLE | COM | 25.63K | SH | $4.78M 1.32% | 0.00 | 0.00 | 25.63K |
TESLA INCSOLE | COM | 11.82K | SH | $4.39M 1.21% | 0.00 | 0.00 | 11.82K |
CINCINNATI FINL CORPSOLE | COM | 27.40K | SH | $4.34M 1.20% | 0.00 | 0.00 | 27.40K |
ALPHABET INCSOLE | CAP STK CL C | 13.10K | SH | $3.76M 1.04% | 0.00 | 0.00 | 13.10K |
JPMORGAN CHASE & COSOLE | COM | 11.23K | SH | $3.30M 0.91% | 0.00 | 0.00 | 11.23K |
EXXON MOBIL CORPSOLE | COM | 19.33K | SH | $3.27M 0.90% | 0.00 | 0.00 | 19.33K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 34.95K | SH | $3.20M 0.88% | 0.00 | 0.00 | 34.95K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 108.77K | SH | $3.17M 0.88% | 0.00 | 0.00 | 108.77K |
META PLATFORMS INCSOLE | CL A | 5.28K | SH | $3.02M 0.83% | 0.00 | 0.00 | 5.28K |
ALPHABET INCSOLE | CAP STK CL A | 10.37K | SH | $2.98M 0.82% | 0.00 | 0.00 | 10.37K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 100 ETF | 62.20K | SH | $2.95M 0.81% | 0.00 | 0.00 | 62.20K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 114.52K | SH | $2.83M 0.78% | 0.00 | 0.00 | 114.52K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 101.02K | SH | $2.69M 0.74% | 0.00 | 0.00 | 101.02K |
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