Revisor Wealth Management LLC holds a diversified book of 371 stocks worth $416.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Ishares 0-5 Year Tips Bond E and trimmed Schwab US Aggregate Bond ETF. Their largest long position is Schwab US Aggregate Bond ETF at 4% of the equity book.
Revisor Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
56% mapped to company sectors
+4 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Revisor Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 80 / 80 | $563.1B |
| JPMorgan Chase & Co | 80 / 80 | $528.7B |
| Raymond James Financial Inc | 80 / 80 | $98.3B |
| LPL Financial LLC | 80 / 80 | $83.0B |
| Cetera Investment Advisers | 80 / 80 | $23.2B |
| Commonwealth Equity Services, LLC | 80 / 80 | $19.6B |
| Osaic Holdings, Inc. | 80 / 80 | $18.9B |
| NewEdge Advisors, LLC | 80 / 80 | $10.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Revisor Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US AGGREGATE B | $16.8M | 726.0K | 4.0% | ▼−8.9% Reduced · −71K sh | |
| 2 | Apple Inc COM | $15.2M | 52.6K | 3.7% | ▲+0.3% Added · +134 sh | |
| 3 | Vanguard Scottsdale FDS INT-TERM CORP | $11.4M | 138.5K | 2.8% | ▲+3.7% Added · +5K sh | |
| 4 | Vanguard Whitehall FDS INTL DVD ETF | $11.2M | 119.7K | 2.7% | ▲+10% Added · +11K sh | |
| 5 | SPDR Index SHS FDS ST PORT MARK ETF | $10.8M | 207.9K | 2.6% | ▲+10% Added · +20K sh | |
| 6 | Microsoft Corp COM | $9.2M | 24.7K | 2.2% | ▲+3.3% Added · +782 sh | |
| 7 | SPDR Series Trust ST SHOR CORP ETF | $8.0M | 264.9K | 1.9% | ▲+23% Added · +49K sh | |
| 8 | Amazon Com Inc COM | $7.2M | 30.0K | 1.7% | ▲+6.9% Added · +2K sh | |
| 9 | Ishares Inc EM MKTS DIV ETF | $7.1M | 220.0K | 1.7% | ▼−2.1% Reduced · −5K sh | |
| 10 | Vanguard Scottsdale FDS LG-TERM COR BD | $6.4M | 85.1K | 1.5% | ▼−29% Reduced · −34K sh | |
| 11 | Nvidia Corporation COM | $5.8M | 29.1K | 1.4% | ▼−1.1% Reduced · −316 sh | |
| 12 | Cincinnati Finl Corp COM | $5.1M | 27.4K | 1.2% | ▼~0% Reduced · −12 sh | |
| 13 | Micron Technology Inc COM | $5.0M | 4.4K | 1.2% | ▲+11% Added · +434 sh | |
| 14 | Tesla Inc COM | $5.0M | 11.9K | 1.2% | ▲+0.7% Added · +77 sh | |
| 15 | McDonalds Corp COM | $4.8M | 17.7K | 1.1% | ▼−0.2% Reduced · −30 sh | |
| 16 | Alphabet Inc CAP STK CL C | $4.6M | 13.0K | 1.1% | ▼−1.0% Reduced · −128 sh | |
| 17 | Salesforce Inc COM | $4.0M | 25.5K | 1.0% | ▼−0.5% Reduced · −139 sh | |
| 18 | JPMorgan Chase & Co COM | $3.9M | 12.1K | 0.9% | ▲+7.3% Added · +821 sh | |
| 19 | Schwab Strategic TR US LCAP GR ETF | $3.8M | 112.5K | 0.9% | ▲+3.4% Added · +4K sh | |
| 20 | SPDR Series Trust ST STR BLO 1 ETF | $3.6M | 39.0K | 0.9% | ▲+12% Added · +4K sh | |
| 21 | Alphabet Inc CAP STK CL A | $3.5M | 9.8K | 0.8% | ▼−5.6% Reduced · −577 sh | |
| 22 | Meta Platforms Inc CL A | $3.3M | 5.9K | 0.8% | ▲+12% Added · +641 sh | |
| 23 | Northern LTS FD TR IV INSPIRE 100 ETF | $3.3M | 56.4K | 0.8% | ▼−9.3% Reduced · −6K sh | |
| 24 | Schwab Strategic TR INTL EQTY ETF | $3.2M | 115.9K | 0.8% | ▲+1.2% Added · +1K sh | |
| 25 | Vanguard Specialized Funds DIV APP ETF | $2.8M | 11.8K | 0.7% | ▲+10% Added · +1K sh | |
| 26 | Credo Technology Group Holdi ORDINARY SHARES | $2.7M | 10.0K | 0.7% | ▲+5.9% Added · +559 sh | |
| 27 | Philip Morris Intl Inc COM | $2.7M | 14.8K | 0.6% | ▼−7.8% Reduced · −1K sh | |
| 28 | Exxon Mobil Corp COM | $2.7M | 19.5K | 0.6% | ▲+0.7% Added · +134 sh | |
| 29 | Ishares TR CORE INTL AGGR | $2.7M | 52.4K | 0.6% | ▼−2.1% Reduced · −1K sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $2.6M | 3.5K | 0.6% | ▲+0.5% Added · +18 sh | |
| 31 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.2K | 0.6% | ▼−2.9% Reduced · −156 sh | |
| 32 | Schwab Strategic TR US TIPS ETF | $2.6M | 97.5K | 0.6% | ▼−3.5% Reduced · −4K sh | |
| 33 | Sherwin Williams Co COM | $2.6M | 7.5K | 0.6% | ▼−10% Reduced · −843 sh | |
| 34 | Reddit Inc CL A | $2.5M | 14.4K | 0.6% | —Held | |
| 35 | Wells Fargo & Co COM | $2.5M | 29.8K | 0.6% | ▼−1.4% Reduced · −437 sh | |
| 36 | Royal Caribbean Group COM | $2.4M | 7.4K | 0.6% | ▲~0% Added · +2 sh | |
| 37 | Ishares Silver TR ISHARES | $2.3M | 43.8K | 0.6% | ▲+19% Added · +7K sh | |
| 38 | Vanguard World FD MEGA CAP VAL ETF | $2.3M | 14.1K | 0.6% | ▼−0.1% Reduced · −16 sh | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.3M | 4.7K | 0.5% | ▼−1.0% Reduced · −50 sh | |
| 40 | Ishares TR 0-5 YR TIPS ETF | $2.3M | 22.1K | 0.5% | ▲New New position | |
| 41 | Coca Cola Co COM | $2.2M | 27.4K | 0.5% | ▲+14% Added · +3K sh | |
| 42 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.2M | 37.5K | 0.5% | ▲+7.5% Added · +3K sh | |
| 43 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.2M | 43.7K | 0.5% | ▲+4.7% Added · +2K sh | |
| 44 | Enbridge Inc COM | $2.1M | 39.1K | 0.5% | ▼−1.3% Reduced · −526 sh | |
| 45 | Vanguard BD Index FDS INTERMED TERM | $2.1M | 27.2K | 0.5% | ▼−6.8% Reduced · −2K sh | |
| 46 | Medtronic PLC SHS | $2.1M | 26.2K | 0.5% | ▲+19% Added · +4K sh | |
| 47 | Vanguard Index FDS SMALL CP ETF | $2.0M | 6.7K | 0.5% | ▲+4.5% Added · +289 sh | |
| 48 | Becton Dickinson & Co COM | $1.9M | 12.5K | 0.5% | ▲+11% Added · +1K sh | |
| 49 | Applied Matls Inc COM | $1.9M | 2.6K | 0.5% | ▼−23% Reduced · −765 sh | |
| 50 | Janus Detroit STR TR HENDRSON AAA CL | $1.9M | 36.9K | 0.4% | ▲+35% Added · +9K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Revisor Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 371 | $416.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 27, 2026 | 27d | 327 | $362.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 330 | $373.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 15d | 278 | $289.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 271 | $277.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 221 | $224.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 20, 2025 | 51d | 123 | $108.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 175 | $160.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.