Revisor Wealth Management LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Revisor Wealth Management LLC reported 271 stock positions worth $277.3 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 5.6% of the portfolio, followed by Apple (AAPL, 4.1%) and Vanguard Int Div App Indx FD (VIGI, 3.8%). Compared with Q1 2025, it opened 62 new positions, sold out of 12, added to 121 and reduced 70. The biggest buy was Sherwin-Williams (SHW, shares +141%) and the biggest sale Vanguard Emerg MKTS Gov BND (VWOB, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001887409
- Portfolio Value
- $277.3M (Q2 2025)
- SEC Filing
- 0001754960-25-000376 ↗ filed Jul 15, 2025
Holdings Value
Holdings 271 stocks · $277.3M
| SCHZ Schwab US Aggregate Bond ETF | 5.56% | 668,043 | $15.4M | Add +22.8% |
| AAPL Apple Inc. | 4.13% | 53,872 | $11.4M | Reduce -1.5% |
| VIGI Vanguard Int Div App Indx FD | 3.76% | 116,462 | $10.4M | Add +6.0% |
| VCIT Vanguard Int-Term Corporate | 3.69% | 124,265 | $10.2M | Add +13.0% |
| MSFT Microsoft Corp. | 3.53% | 19,538 | $9.8M | Add +5.3% |
| VCLT Vanguard Long-Term Corp. Bond | 3.24% | 119,517 | $9.0M | Add +21.6% |
| DVYE iShares Emerging Markets Div | 2.66% | 254,778 | $7.4M | Add +0.5% |
| SPEM State Street SP PTF Em ETF | 2.47% | 159,530 | $6.8M | Add +15.1% |
| CRM Salesforce Inc. | 2.40% | 25,230 | $6.7M | Add +1.3% |
| MCD McDonald's Corp. | 1.92% | 17,828 | $5.3M | Reduce -0.2% |
| SPSB SS SPDR P St C Corp. ETF | 1.66% | 152,946 | $4.6M | Add +21.9% |
| CINF Cincinnati Financial Corp. | 1.48% | 27,639 | $4.1M | Add +0.1% |
| NVDA Nvidia Corp. | 1.45% | 24,540 | $4.0M | Add +7.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.19% | 35,956 | $3.3M | Reduce -3.9% |
| SCHG Schwab US Large-Cap Growth | 1.08% | 101,925 | $3.0M | Add +16.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.07% | 56,007 | $3.0M | Reduce -5.6% |
| SCHP Schwab U.S. Tips ETF | 1.02% | 106,883 | $2.8M | Add +53.9% |
| SHW The Sherwin-Williams Co. | 1.01% | 7,977 | $2.8M | Add +140.6% |
| AMZN Amazon.com Inc. | 1.01% | 12,547 | $2.8M | Add +11.8% |
| BIV Vanguard Intermediate-Term B | 0.97% | 34,936 | $2.7M | Reduce -1.0% |
| BIBL Inspire 100 ETF | 0.96% | 63,701 | $2.7M | Add +0.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.91% | 7,422 | $2.5M | Reduce -0.0% |
| META Meta Platforms Inc. Class A | 0.90% | 3,416 | $2.5M | Add +26.0% |
| IAGG iShares Intl Aggregate Bond | 0.84% | 45,632 | $2.3M | Add +31.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.81% | 4,708 | $2.3M | Add +25.9% |
| TSLA Tesla Inc. | 0.77% | 6,894 | $2.1M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 0.74% | 7,096 | $2.1M | Add +187.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.64% | 13,449 | $1.8M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 0.64% | 9,931 | $1.8M | Add +13.5% |
| WMT Walmart Inc. | 0.61% | 17,756 | $1.7M | Add +3.2% |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 33,682 | $1.7M | Reduce -15.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 6,781 | $1.7M | Add +6.5% |
| EELV Invesco S&P Emerging Markets | 0.59% | 62,250 | $1.6M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.56% | 13,439 | $1.5M | Add +77.1% |
| V Visa Inc. Class A | 0.53% | 4,106 | $1.5M | Add +25.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.52% | 5,133 | $1.5M | Reduce -2.4% |
| PM Philip Morris International | 0.51% | 7,808 | $1.4M | Add +446.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.51% | 14,193 | $1.4M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 2,230 | $1.4M | Add +11.3% |
| DFP Flaherty & Crumrine DYN Pref | 0.50% | 66,129 | $1.4M | Reduce -0.8% |
| WFC Wells Fargo & Co. | 0.49% | 16,473 | $1.4M | New |
| KO The Coca-Cola Co. | 0.45% | 17,964 | $1.3M | Add +57.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 4,042 | $1.2M | Add +53.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 6,088 | $1.2M | Add +1.7% |
| MDT Medtronic PLC | 0.43% | 13,432 | $1.2M | Add +164.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 2,046 | $1.1M | Reduce -23.6% |
| AXP American Express Co. | 0.40% | 3,441 | $1.1M | Add +0.8% |
| BDX Becton Dickinson and Co. | 0.40% | 6,233 | $1.1M | Add +198.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 21,969 | $1.1M | Add +14.7% |
| SPHY SS SPDR P High Yield ETF | 0.39% | 45,345 | $1.1M | Reduce -46.8% |
| IVV iShares Core S&P 500 ETF | 0.38% | 1,675 | $1.1M | Add +74.5% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.38% | 35,384 | $1.1M | Reduce -10.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 3,651 | $1.0M | Reduce -2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 3,527 | $1.0M | Reduce -12.9% |
| PG The Procter & Gamble Co. | 0.36% | 6,232 | $988K | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.35% | 4,297 | $979K | Add +26.8% |
| CMCSA Comcast Corp. Class A | 0.35% | 27,382 | $979K | New |
| APD Air Products & Chemicals Inc. | 0.35% | 3,265 | $966K | Add +110.4% |
| GOOG Alphabet Inc. Class C | 0.35% | 5,392 | $963K | Add +47.4% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,669 | $960K | Add +6.0% |
| IBMN iShares Ibonds Dec 2025 Term | 0.34% | 35,362 | $945K | No change |
| DFAC Dimensional US Core Equity 2 | 0.34% | 25,699 | $941K | No change |
| ITW Illinois Tool Works | 0.34% | 3,592 | $941K | Add +17.2% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 3,709 | $938K | Add +1.0% |
| AVGO Broadcom Inc. | 0.34% | 3,387 | $933K | Add +10.7% |
| MOS The Mosaic Co. | 0.32% | 24,680 | $887K | No change |
| SYY Sysco Corp. | 0.32% | 11,367 | $886K | Add +48.7% |
| ORCL Oracle Corp. | 0.32% | 3,709 | $873K | Add +80.4% |
| ENB Enbridge Inc. | 0.31% | 19,596 | $872K | New |
| GD General Dynamics Corp. | 0.31% | 2,864 | $871K | Add +32.5% |
| ADP Automatic Data Processing | 0.31% | 2,826 | $864K | Add +8.2% |
| GPC Genuine Parts Co. | 0.31% | 6,778 | $853K | Add +75.2% |
| DUK Duke Energy Corp. | 0.31% | 7,161 | $846K | Add +93.8% |
| JNJ Johnson & Johnson | 0.30% | 5,316 | $839K | Reduce -1.1% |
| JMIA Jumia Technologies AG-ADR | 0.30% | 185,350 | $825K | No change |
| SCHX Schwab US Large-Cap ETF | 0.30% | 33,113 | $821K | Add +19.4% |
| ETR Entergy Corp. | 0.28% | 9,469 | $778K | New |
| CAT Caterpillar Inc. | 0.28% | 1,911 | $777K | Reduce -2.8% |
| MUNI PIMCO Intermediate Municipal | 0.27% | 14,860 | $762K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.27% | 3,783 | $739K | Reduce -3.2% |
| BKNG Booking Holdings Inc. | 0.27% | 129 | $738K | New |
| DTD Wisdomtree US Total Dividend | 0.26% | 8,887 | $720K | Reduce -5.0% |
| SBUX Starbucks Corp. | 0.26% | 7,513 | $715K | Add +226.7% |
| EMR Emerson Electric Co. | 0.26% | 5,078 | $710K | Reduce -2.5% |
| PNR Pentair PLC | 0.25% | 6,497 | $696K | Reduce -12.4% |
| BLK BlackRock Inc. | 0.25% | 630 | $696K | New |
| PZA Invesco National Amt-Free Mu | 0.24% | 30,304 | $679K | Add +0.0% |
| HWM Howmet Aerospace Inc. | 0.24% | 3,750 | $669K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.24% | 1,493 | $669K | Reduce -27.0% |
| MA Mastercard Inc. Class A | 0.24% | 1,171 | $661K | Add +53.7% |
| LAMR Lamar Advertising Co. Class A | 0.24% | 5,252 | $658K | New |
| CTAS Cintas Corp. | 0.24% | 3,031 | $655K | Reduce -8.3% |
| JPST JPMorgan Ultra-Short Income | 0.23% | 12,757 | $644K | Add +145.0% |
| CSCO Cisco Systems Inc. | 0.23% | 9,300 | $643K | Add +14.6% |
| CAH Cardinal Health Inc. | 0.23% | 3,929 | $636K | Reduce -8.2% |
| LIN Linde PLC | 0.23% | 1,351 | $635K | No change |
| GSK GSK PLC-Spon ADR | 0.22% | 15,622 | $618K | New |
| IBKR Interactive Brokers Gro Class A | 0.22% | 10,475 | $617K | Reduce -4.7% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.22% | 9,419 | $612K | Reduce -83.1% |
| TFC Truist Financial Corp. | 0.22% | 13,459 | $612K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -83.1% | 0.22% | −1.37 |
| AAPL Apple Inc. | Reduce -1.5% | 4.13% | −1.28 |
| MCD McDonald's Corp. | Reduce -0.2% | 1.92% | −0.56 |
| SPHY SS SPDR P High Yield ETF | Reduce -46.8% | 0.39% | −0.50 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.9% | 1.19% | −0.34 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -5.6% | 1.07% | −0.32 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.28 |
| FLOT iShares Floating Rate Bond E | Reduce -55.7% | 0.15% | −0.26 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.25 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.25 |
| BIV Vanguard Intermediate-Term B | Reduce -1.0% | 0.97% | −0.24 |
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −0.23 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -45.6% | 0.21% | −0.21 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -8.8% | 0.64% | −0.20 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.0% | 0.60% | −0.19 |
| FIVA Fidelity Intl Val Fact ETF | Sold out | 0.00% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -23.6% | 0.41% | −0.15 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -27.0% | 0.24% | −0.14 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -44.0% | 0.10% | −0.12 |
| PG The Procter & Gamble Co. | Reduce -0.5% | 0.36% | −0.12 |
| IEZ iShares U.S. Oil Equipment & | Reduce -34.9% | 0.11% | −0.11 |
| VLUE iShares MSCI USA Value Facto | Reduce -39.5% | 0.13% | −0.11 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.11 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -12.9% | 0.36% | −0.10 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Reduce -10.3% | 0.38% | −0.10 |
| DFP Flaherty & Crumrine DYN Pref | Reduce -0.8% | 0.50% | −0.10 |
| GM General Motors Co. | Sold out | 0.00% | −0.10 |
| ABBV Abbvie Inc. | Reduce -3.2% | 0.27% | −0.10 |
| JNJ Johnson & Johnson | Reduce -1.1% | 0.30% | −0.09 |
| EELV Invesco S&P Emerging Markets | Reduce -1.1% | 0.59% | −0.09 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Sold out | 0.00% | −0.09 |
| CRVL Corvel Corp. | Sold out | 0.00% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -19.6% | 0.14% | −0.08 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -8.7% | 0.20% | −0.08 |
| PGR Progressive Corp. | Reduce -1.3% | 0.18% | −0.08 |
| BUCK Simplify Treasury Option Inc. | Reduce -24.3% | 0.11% | −0.07 |
| KVUE Kenvue Inc. | Reduce -7.4% | 0.14% | −0.07 |
| AFL Aflac Inc. | Reduce -0.3% | 0.19% | −0.07 |
| MUNI PIMCO Intermediate Municipal | Reduce -0.1% | 0.27% | −0.07 |
| CTAS Cintas Corp. | Reduce -8.3% | 0.24% | −0.07 |
| SCHO Schwab Short-Term US Treas | Reduce -16.0% | 0.14% | −0.07 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.4% | 0.52% | −0.06 |
| ABT Abbott Laboratories | Reduce -7.4% | 0.19% | −0.06 |
| RIVN Rivian Automotive Inc. Class A | Sold out | 0.00% | −0.06 |
| DTD Wisdomtree US Total Dividend | Reduce -5.0% | 0.26% | −0.06 |
| CB Chubb Ltd. | Reduce -2.1% | 0.17% | −0.06 |
| ROP Roper Technologies Inc. | Reduce -0.7% | 0.17% | −0.06 |
| FMB First Trust Managed Municipa | Reduce -1.3% | 0.21% | −0.06 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Reduce -12.7% | 0.13% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| SHW The Sherwin-Williams Co. | Add +140.6% | 1.01% | +0.50 |
| WFC Wells Fargo & Co. | New | 0.49% | +0.49 |
| JPM JPMorgan Chase & Co. | Add +187.6% | 0.74% | +0.47 |
| MSFT Microsoft Corp. | Add +5.3% | 3.53% | +0.43 |
| PM Philip Morris International | Add +446.4% | 0.51% | +0.41 |
| NVDA Nvidia Corp. | Add +7.9% | 1.45% | +0.36 |
| CMCSA Comcast Corp. Class A | New | 0.35% | +0.35 |
| ENB Enbridge Inc. | New | 0.31% | +0.31 |
| ETR Entergy Corp. | New | 0.28% | +0.28 |
| BKNG Booking Holdings Inc. | New | 0.27% | +0.27 |
| BLK BlackRock Inc. | New | 0.25% | +0.25 |
| LAMR Lamar Advertising Co. Class A | New | 0.24% | +0.24 |
| MDT Medtronic PLC | Add +164.9% | 0.43% | +0.23 |
| GSK GSK PLC-Spon ADR | New | 0.22% | +0.22 |
| TFC Truist Financial Corp. | New | 0.22% | +0.22 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.21% | +0.21 |
| META Meta Platforms Inc. Class A | Add +26.0% | 0.90% | +0.20 |
| AMT American Tower Corp. | New | 0.20% | +0.20 |
| SCHW Schwab (charles) Corp. | New | 0.19% | +0.19 |
| SCHP Schwab U.S. Tips ETF | Add +53.9% | 1.02% | +0.19 |
| BDX Becton Dickinson and Co. | Add +198.9% | 0.40% | +0.19 |
| ORCL Oracle Corp. | Add +80.4% | 0.32% | +0.19 |
| BND Vanguard Total Bond Market | New | 0.18% | +0.18 |
| LYG Lloyds Banking Group PLC-ADR | Add +1025.8% | 0.20% | +0.18 |
| OMC Omnicom Group | New | 0.18% | +0.18 |
| AMGN Amgen Inc. | New | 0.17% | +0.17 |
| UPS United Parcel Service Class B | New | 0.16% | +0.16 |
| PFE Pfizer Inc. | New | 0.16% | +0.16 |
| SBUX Starbucks Corp. | Add +226.7% | 0.26% | +0.16 |
| XOM Exxon Mobil Corp. | Add +77.1% | 0.56% | +0.16 |
| WEC WEC Energy Group Inc. | New | 0.15% | +0.15 |
| APD Air Products & Chemicals Inc. | Add +110.4% | 0.35% | +0.14 |
| CAG Conagra Brands Inc. | New | 0.14% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +74.5% | 0.38% | +0.14 |
| HII Huntington Ingalls Industrie | New | 0.14% | +0.14 |
| FTLS First Trust Long/Short Eqty | New | 0.13% | +0.13 |
| ECHO Echostar Corp. Class A | New | 0.13% | +0.13 |
| TXN Texas Instruments Inc. | New | 0.13% | +0.13 |
| VTI VG Morningstar TS MKT ETF-US | Add +53.8% | 0.45% | +0.13 |
| GEV GE Vernova Inc. | New | 0.12% | +0.12 |
| FIS Fidelity National Info Serv | New | 0.12% | +0.12 |
| PRF Invesco Rafi US 1000 ETF | New | 0.12% | +0.12 |
| ETN Eaton Corp. PLC | New | 0.12% | +0.12 |
| JPST JPMorgan Ultra-Short Income | Add +145.0% | 0.23% | +0.12 |
| ADI Analog Devices Inc. | New | 0.11% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.11% | +0.11 |
| BAC Bank of America Corp. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +10.7% | 0.34% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +79.4% | 0.22% | +0.11 |
| LW Lamb Weston Holdings Inc. | New | 0.11% | +0.11 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 371 | $416.2M | SCHZ, AAPL, VCIT, VIGI, SPEM |
| Q1 2026 | 327 | $362.1M | SCHZ, AAPL, VCIT, VIGI, VCLT |
| Q4 2025 | 330 | $373.5M | SCHZ, AAPL, VCIT, VIGI, VCLT |
| Q3 2025 | 266 | $289.7M | SCHZ, AAPL, VIGI, VCIT, MSFT |
| Q2 2025 | 271 | $277.3M | SCHZ, AAPL, VIGI, VCIT, MSFT |
| Q1 2025 | 221 | $224.8M | SCHZ, AAPL, VIGI, VCIT, VCLT |
| Q4 2024 | 123 | $108.5M | AAPL, SCHZ, VIGI, VCIT, DVYE |
| Q3 2024 | 175 | $160.0M | AAPL, BIV, DVYE, VIGI, VCIT |
| Q2 2024 | 159 | $144.0M | AAPL, BIV, VIGI, SPSB, DVYE |
| Q1 2024 | 187 | $221.2M | BIV, SPSB, VIGI, DVYE, IGIB |