Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Revisor Wealth Management LLC (CIK 1887409) reported $416.2M across 371 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHZ ($16.8M, 4.04%), AAPL ($15.2M, 3.66%), VCIT ($11.4M, 2.75%), VIGI ($11.2M, 2.69%), SPEM ($10.8M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $16.8M | 4.04% | 726,046 | Trimmed |
| 2 | AAPL | APPLE INC | $15.2M | 3.66% | 52,626 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $11.4M | 2.75% | 138,506 | Added |
| 4 | VIGI | VANGUARD WHITEHALL FDS | $11.2M | 2.69% | 119,706 | Added |
| 5 | SPEM | SPDR INDEX SHS FDS | $10.8M | 2.59% | 207,927 | Added |
| 6 | MSFT | MICROSOFT CORP | $9.2M | 2.21% | 24,679 | Added |
| 7 | SPSB | SPDR SERIES TRUST | $8.0M | 1.91% | 264,926 | Added |
| 8 | AMZN | AMAZON COM INC | $7.2M | 1.72% | 30,045 | Added |
| 9 | DVYE | ISHARES INC | $7.1M | 1.70% | 219,995 | Trimmed |
| 10 | VCLT | VANGUARD SCOTTSDALE FDS | $6.4M | 1.54% | 85,111 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $5.8M | 1.40% | 29,134 | Trimmed |
| 12 | CINF | CINCINNATI FINL CORP | $5.1M | 1.22% | 27,385 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $5.0M | 1.21% | 4,355 | Added |
| 14 | TSLA | TESLA INC | $5.0M | 1.20% | 11,898 | Added |
| 15 | MCD | MCDONALDS CORP | $4.8M | 1.15% | 17,705 | Trimmed |
| 16 | GOOG | ALPHABET INC | $4.6M | 1.10% | 12,968 | Trimmed |
| 17 | CRM | SALESFORCE INC | $4.0M | 0.96% | 25,492 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $3.9M | 0.95% | 12,050 | Added |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.8M | 0.91% | 112,463 | Added |
| 20 | BIL | SPDR SERIES TRUST | $3.6M | 0.86% | 39,029 | Added |
| 21 | GOOGL | ALPHABET INC | $3.5M | 0.84% | 9,796 | Trimmed |
| 22 | META | META PLATFORMS INC | $3.3M | 0.80% | 5,923 | Added |
| 23 | BIBL | NORTHERN LTS FD TR IV | $3.3M | 0.79% | 56,407 | Trimmed |
| 24 | SCHF | SCHWAB STRATEGIC TR | $3.2M | 0.77% | 115,942 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $2.8M | 0.67% | 11,787 | Added |
Source: SEC Form 13F filings · as of 2026-06-30