RW

Revisor Wealth Management LLC

13F
Revisor Wealth Management LLC
Last update 2025-07-15 271 Stocks (62 new)
Value $277.00 Mil Turnover 19 %
Countries:
Top Holdings: SCHZ(5.56%)AAPL(4.13%)VIGI(3.76%)VCIT(3.69%)MSFT(3.53%)
Summary Stock Picks Current Portfolio
Revisor Wealth Management LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHZ
Schwab US Aggregate Bond ETF
668,043
15,411.8
+22.79%
5.560
+1.03%
0.180
+0.99%
+3.47%
8,601.1
 
AAPL
Apple Inc
53,872
11,442.9
-1.48%
4.130
-0.08%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
VIGI
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
116,462
10,420.3
+5.96%
3.760
+0.21%
0.130
+6.89%
+14.16%
8,422.0
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
124,265
10,227.0
+12.98%
3.690
+0.42%
0.020
+2.79%
+5.09%
53,299.6
 
MSFT
Microsoft Corp
19,538
9,797.9
+5.28%
3.530
+0.18%
0.000
+32.15%
+21.67%
3,797,138.0
Software
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
119,517
8,980.5
+21.58%
3.240
+0.58%
0.090
+2.30%
+2.84%
10,418.2
 
DVYE
iShares Emerging Markets Dividend ETF
iShares Emerging Markets Dividend ETF
254,778
7,385.9
+0.52%
2.660
+0.01%
0.850
+11.71%
+18.16%
888.2
 
SPEM
SPDR Portfolio Emerging Markets ETF
159,530
6,845.4
+15.10%
2.470
+0.32%
0.060
+13.39%
+16.02%
12,670.8
 
CRM
Salesforce Inc
25,230
6,660.0
+1.33%
2.400
+0.03%
0.000
+1.29%
-19.68%
255,921.2
Software
MCD
McDonald's Corp
17,828
5,320.0
-0.17%
1.920
0%
0.000
-6.35%
+2.75%
210,562.8
Restaurants

Revisor Wealth Management LLC's Historical Top Holdings Breakdowns

Revisor Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
2025-06-30
Reduce
Reduce
-1.32%
●
61.5 ($63.71) 65.35
$65.22
2.37%
Reduce -83.14%
9,419
-46,432
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Add
Add
+1.03%
●
22.67 ($22.95) 23.28
$23.01
0.26%
Add 22.79%
668,043
124,001
SHW
Sherwin-Williams Co
2025-06-30
Add
Add
+0.59%
●
313.51 ($346.48) 363.51
$340.21
-1.81%
Add 140.63%
7,977
4,662
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.58%
●
71.86 ($73.93) 76.23
$74.82
1.20%
Add 21.58%
119,517
21,216
WFC
Wells Fargo & Co
2025-06-30
New Buy
New Buy
+0.49%
●
60.98 ($72.1) 80.12
$83.87
16.32%
New holding
16,473
16,473
JPM
JPMorgan Chase & Co
2025-06-30
Add
Add
+0.48%
●
210.28 ($255.03) 289.91
$296.55
16.28%
Add 187.64%
7,096
4,629
PM
Philip Morris International Inc
2025-06-30
Add
Add
+0.42%
●
149.23 ($171.52) 184.95
$161.08
-6.09%
Add 446.4%
7,808
6,379
SPHY
SPDR Portfolio High Yield Bond ETF
2025-06-30
Reduce
Reduce
-0.42%
●
22.4 ($23.27) 23.8
$23.71
1.89%
Reduce -46.77%
45,345
-39,844
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.42%
●
79.56 ($81.25) 82.92
$82.43
1.45%
Add 12.98%
124,265
14,277
SCHP
Schwab U.S. Tips ETF
2025-06-30
Add
Add
+0.36%
●
26.18 ($26.47) 26.93
$26.60
0.49%
Add 53.88%
106,883
37,426

Revisor Wealth Management LLC Total Holding History ($B)

To

Revisor Wealth Management LLC's Asset Allocation

To

Revisor Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Revisor Wealth Management LLC's Hypothetical Growth since 2025-06-30

Revisor Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Revisor Wealth Management LLC's Holdings Heat Map

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Revisor Wealth Management LLC's Holdings Bubble Chart

Revisor Wealth Management LLC News

  • 1

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