Filed: 7/22/2026ACC: 0001754960-26-000579
📋 What this filing means
REVISOR WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 371 equity positions with a total reported market value of $416.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
371
Positions
$416.17M
Total AUM (reported)
6.56M
Total Shares
Allocation by class
COM$172.02M41.3%
US AGGREGATE B$16.79M4.0%
INT-TERM CORP$11.45M2.8%
CL A$11.43M2.7%
INTL DVD ETF$11.18M2.7%
ST PORT MARK ETF$10.77M2.6%
ST SHOR CORP ETF$7.95M1.9%
Portfolio Concentration
Top 3$43.47M10.4%
4–10$59.76M14.4%
11–25$61.75M14.8%
Rest$251.19M60.4%
Top 3 weight
10.4%
Top 10 weight
24.8%
Voting Authority Distribution
Total shares with voting rights: 6.56M
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
6.56M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole371
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings371
Rows:
SCHWAB STRATEGIC TR
SOLEShares726.05K
TypeSH
Market value$16.79M
4.04%
Sole
0.00
Shared
0.00
None
726.05K
APPLE INC
SOLEShares52.63K
TypeSH
Market value$15.23M
3.66%
Sole
0.00
Shared
0.00
None
52.63K
VANGUARD SCOTTSDALE FDS
SOLEShares138.51K
TypeSH
Market value$11.45M
2.75%
Sole
0.00
Shared
0.00
None
138.51K
VANGUARD WHITEHALL FDS
SOLEShares119.71K
TypeSH
Market value$11.18M
2.69%
Sole
0.00
Shared
0.00
None
119.71K
SPDR INDEX SHS FDS
SOLEShares207.93K
TypeSH
Market value$10.77M
2.59%
Sole
0.00
Shared
0.00
None
207.93K
MICROSOFT CORP
SOLEShares24.68K
TypeSH
Market value$9.21M
2.21%
Sole
0.00
Shared
0.00
None
24.68K
SPDR SERIES TRUST
SOLEShares264.93K
TypeSH
Market value$7.95M
1.91%
Sole
0.00
Shared
0.00
None
264.93K
AMAZON COM INC
SOLEShares30.05K
TypeSH
Market value$7.16M
1.72%
Sole
0.00
Shared
0.00
None
30.05K
ISHARES INC
SOLEShares220K
TypeSH
Market value$7.09M
1.70%
Sole
0.00
Shared
0.00
None
220K
VANGUARD SCOTTSDALE FDS
SOLEShares85.11K
TypeSH
Market value$6.40M
1.54%
Sole
0.00
Shared
0.00
None
85.11K
NVIDIA CORPORATION
SOLEShares29.13K
TypeSH
Market value$5.83M
1.40%
Sole
0.00
Shared
0.00
None
29.13K
CINCINNATI FINL CORP
SOLEShares27.39K
TypeSH
Market value$5.10M
1.22%
Sole
0.00
Shared
0.00
None
27.39K
MICRON TECHNOLOGY INC
SOLEShares4.36K
TypeSH
Market value$5.03M
1.21%
Sole
0.00
Shared
0.00
None
4.36K
TESLA INC
SOLEShares11.90K
TypeSH
Market value$5.00M
1.20%
Sole
0.00
Shared
0.00
None
11.90K
MCDONALDS CORP
SOLEShares17.70K
TypeSH
Market value$4.79M
1.15%
Sole
0.00
Shared
0.00
None
17.70K
ALPHABET INC
SOLEShares12.97K
TypeSH
Market value$4.58M
1.10%
Sole
0.00
Shared
0.00
None
12.97K
SALESFORCE INC
SOLEShares25.49K
TypeSH
Market value$3.99M
0.96%
Sole
0.00
Shared
0.00
None
25.49K
JPMORGAN CHASE & CO
SOLEShares12.05K
TypeSH
Market value$3.94M
0.95%
Sole
0.00
Shared
0.00
None
12.05K
SCHWAB STRATEGIC TR
SOLEShares112.46K
TypeSH
Market value$3.81M
0.91%
Sole
0.00
Shared
0.00
None
112.46K
SPDR SERIES TRUST
SOLEShares39.03K
TypeSH
Market value$3.58M
0.86%
Sole
0.00
Shared
0.00
None
39.03K
ALPHABET INC
SOLEShares9.80K
TypeSH
Market value$3.50M
0.84%
Sole
0.00
Shared
0.00
None
9.80K
META PLATFORMS INC
SOLEShares5.92K
TypeSH
Market value$3.34M
0.80%
Sole
0.00
Shared
0.00
None
5.92K
NORTHERN LTS FD TR IV
SOLEShares56.41K
TypeSH
Market value$3.27M
0.79%
Sole
0.00
Shared
0.00
None
56.41K
SCHWAB STRATEGIC TR
SOLEShares115.94K
TypeSH
Market value$3.21M
0.77%
Sole
0.00
Shared
0.00
None
115.94K
VANGUARD SPECIALIZED FUNDS
SOLEShares11.79K
TypeSH
Market value$2.79M
0.67%
Sole
0.00
Shared
0.00
None
11.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 726.05K | SH | $16.79M 4.04% | 0.00 | 0.00 | 726.05K |
APPLE INCSOLE | COM | 52.63K | SH | $15.23M 3.66% | 0.00 | 0.00 | 52.63K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 138.51K | SH | $11.45M 2.75% | 0.00 | 0.00 | 138.51K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 119.71K | SH | $11.18M 2.69% | 0.00 | 0.00 | 119.71K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 207.93K | SH | $10.77M 2.59% | 0.00 | 0.00 | 207.93K |
MICROSOFT CORPSOLE | COM | 24.68K | SH | $9.21M 2.21% | 0.00 | 0.00 | 24.68K |
SPDR SERIES TRUSTSOLE | ST SHOR CORP ETF | 264.93K | SH | $7.95M 1.91% | 0.00 | 0.00 | 264.93K |
AMAZON COM INCSOLE | COM | 30.05K | SH | $7.16M 1.72% | 0.00 | 0.00 | 30.05K |
ISHARES INCSOLE | EM MKTS DIV ETF | 220K | SH | $7.09M 1.70% | 0.00 | 0.00 | 220K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 85.11K | SH | $6.40M 1.54% | 0.00 | 0.00 | 85.11K |
NVIDIA CORPORATIONSOLE | COM | 29.13K | SH | $5.83M 1.40% | 0.00 | 0.00 | 29.13K |
CINCINNATI FINL CORPSOLE | COM | 27.39K | SH | $5.10M 1.22% | 0.00 | 0.00 | 27.39K |
MICRON TECHNOLOGY INCSOLE | COM | 4.36K | SH | $5.03M 1.21% | 0.00 | 0.00 | 4.36K |
TESLA INCSOLE | COM | 11.90K | SH | $5.00M 1.20% | 0.00 | 0.00 | 11.90K |
MCDONALDS CORPSOLE | COM | 17.70K | SH | $4.79M 1.15% | 0.00 | 0.00 | 17.70K |
ALPHABET INCSOLE | CAP STK CL C | 12.97K | SH | $4.58M 1.10% | 0.00 | 0.00 | 12.97K |
SALESFORCE INCSOLE | COM | 25.49K | SH | $3.99M 0.96% | 0.00 | 0.00 | 25.49K |
JPMORGAN CHASE & COSOLE | COM | 12.05K | SH | $3.94M 0.95% | 0.00 | 0.00 | 12.05K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 112.46K | SH | $3.81M 0.91% | 0.00 | 0.00 | 112.46K |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 39.03K | SH | $3.58M 0.86% | 0.00 | 0.00 | 39.03K |
ALPHABET INCSOLE | CAP STK CL A | 9.80K | SH | $3.50M 0.84% | 0.00 | 0.00 | 9.80K |
META PLATFORMS INCSOLE | CL A | 5.92K | SH | $3.34M 0.80% | 0.00 | 0.00 | 5.92K |
NORTHERN LTS FD TR IVSOLE | INSPIRE 100 ETF | 56.41K | SH | $3.27M 0.79% | 0.00 | 0.00 | 56.41K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 115.94K | SH | $3.21M 0.77% | 0.00 | 0.00 | 115.94K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 11.79K | SH | $2.79M 0.67% | 0.00 | 0.00 | 11.79K |
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