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 $362.1M across 327 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHZ ($18.5M, 5.11%), AAPL ($13.3M, 3.68%), VCIT ($11.1M, 3.05%), VIGI ($9.6M, 2.65%), VCLT ($8.9M, 2.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $18.5M | 5.11% | 797,226 | Added |
| 2 | AAPL | APPLE INC | $13.3M | 3.68% | 52,492 | Trimmed |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $11.1M | 3.05% | 133,613 | Trimmed |
| 4 | VIGI | VANGUARD WHITEHALL FDS | $9.6M | 2.65% | 108,412 | Trimmed |
| 5 | VCLT | VANGUARD SCOTTSDALE FDS | $8.9M | 2.47% | 119,524 | Trimmed |
| 6 | SPEM | SPDR INDEX SHS FDS | $8.8M | 2.44% | 188,388 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $8.8M | 2.44% | 23,897 | Added |
| 8 | DVYE | ISHARES INC | $7.7M | 2.12% | 224,720 | Trimmed |
| 9 | SPSB | SPDR SERIES TRUST | $6.5M | 1.79% | 215,571 | Added |
| 10 | AMZN | AMAZON COM INC | $5.9M | 1.62% | 28,111 | Added |
| 11 | MCD | MCDONALDS CORP | $5.5M | 1.52% | 17,735 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $5.1M | 1.42% | 29,450 | Added |
| 13 | CRM | SALESFORCE INC | $4.8M | 1.32% | 25,631 | Added |
| 14 | TSLA | TESLA INC | $4.4M | 1.21% | 11,821 | Added |
| 15 | CINF | CINCINNATI FINL CORP | $4.3M | 1.20% | 27,397 | Added |
| 16 | GOOG | ALPHABET INC | $3.8M | 1.04% | 13,096 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $3.3M | 0.91% | 11,229 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $3.3M | 0.90% | 19,330 | Trimmed |
| 19 | SCHG | SCHWAB STRATEGIC TR | $3.2M | 0.88% | 108,766 | Added |
| 20 | BIL | SPDR SERIES TRUST | $3.2M | 0.88% | 34,946 | Trimmed |
| 21 | META | META PLATFORMS INC | $3.0M | 0.83% | 5,282 | Added |
| 22 | GOOGL | ALPHABET INC | $3.0M | 0.82% | 10,373 | Trimmed |
| 23 | BIBL | NORTHERN LTS FD TR IV | $2.9M | 0.81% | 62,205 | Trimmed |
| 24 | SCHF | SCHWAB STRATEGIC TR | $2.8M | 0.78% | 114,518 | Trimmed |
| 25 | SHW | SHERWIN WILLIAMS CO | $2.7M | 0.74% | 8,319 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31