Revisor Wealth Management LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Revisor Wealth Management LLC reported 266 stock positions worth $289.7 million. Its top holding was Schwab US Aggregate Bond ETF (SCHZ) at 5.6% of the portfolio, followed by Apple (AAPL, 4.8%) and Vanguard Int Div App Indx FD (VIGI, 3.7%). Compared with Q2 2025, it opened 20 new positions, sold out of 25, added to 87 and reduced 137. The biggest buy was Apple (AAPL, shares +2%) and the biggest sale Salesforce (CRM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001887409
- Portfolio Value
- $289.7M (Q3 2025)
- SEC Filing
- 0001754960-25-000658 ↗ filed Oct 15, 2025
Holdings Value
Holdings 266 stocks · $289.7M
| SCHZ Schwab US Aggregate Bond ETF | 5.61% | 694,514 | $16.3M | Add +4.0% |
| AAPL Apple Inc. | 4.82% | 54,940 | $14.0M | Add +2.0% |
| VIGI Vanguard Int Div App Indx FD | 3.72% | 119,455 | $10.8M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 3.69% | 127,777 | $10.7M | Add +2.8% |
| MSFT Microsoft Corp. | 3.50% | 19,422 | $10.1M | Reduce -0.6% |
| VCLT Vanguard Long-Term Corp. Bond | 3.36% | 125,873 | $9.7M | Add +5.3% |
| SPEM State Street SP PTF Em ETF | 3.07% | 188,699 | $8.9M | Add +18.3% |
| DVYE iShares Emerging Markets Div | 2.56% | 252,891 | $7.4M | Reduce -0.7% |
| CRM Salesforce Inc. | 2.13% | 25,143 | $6.2M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.79% | 17,679 | $5.2M | Reduce -0.8% |
| SPSB SS SPDR P St C Corp. ETF | 1.64% | 157,106 | $4.7M | Add +2.7% |
| NVDA Nvidia Corp. | 1.60% | 24,094 | $4.6M | Reduce -1.8% |
| CINF Cincinnati Financial Corp. | 1.53% | 27,358 | $4.4M | Reduce -1.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.28% | 40,390 | $3.7M | Add +12.3% |
| AMZN Amazon.com Inc. | 1.13% | 14,414 | $3.3M | Add +14.9% |
| SCHG Schwab US Large-Cap Growth | 1.11% | 99,144 | $3.2M | Reduce -2.7% |
| SCHP Schwab U.S. Tips ETF | 1.04% | 112,450 | $3.0M | Add +5.2% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.01% | 54,468 | $2.9M | Reduce -2.8% |
| BIBL Inspire 100 ETF | 1.01% | 65,387 | $2.9M | Add +2.6% |
| TSLA Tesla Inc. | 0.93% | 6,181 | $2.7M | Reduce -10.3% |
| IAGG iShares Intl Aggregate Bond | 0.92% | 51,754 | $2.7M | Add +13.4% |
| SHW The Sherwin-Williams Co. | 0.87% | 7,548 | $2.5M | Reduce -5.4% |
| BIV Vanguard Intermediate-Term B | 0.86% | 32,168 | $2.5M | Reduce -7.9% |
| JMIA Jumia Technologies AG-ADR | 0.82% | 185,350 | $2.4M | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.79% | 7,412 | $2.3M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.77% | 3,060 | $2.2M | Reduce -10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.74% | 4,312 | $2.1M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 0.73% | 6,896 | $2.1M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.69% | 8,307 | $2.0M | Reduce -16.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.62% | 13,080 | $1.8M | Reduce -2.7% |
| WMT Walmart Inc. | 0.59% | 16,878 | $1.7M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.59% | 2,546 | $1.7M | Add +14.2% |
| SCHX Schwab US Large-Cap ETF | 0.58% | 63,580 | $1.7M | Add +92.0% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 29,365 | $1.6M | Reduce -12.8% |
| XOM Exxon Mobil Corp. | 0.55% | 14,109 | $1.6M | Add +5.0% |
| RDDT Reddit Inc. Class A | 0.55% | 7,485 | $1.6M | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.53% | 5,062 | $1.5M | Reduce -1.4% |
| JPST JPMorgan Ultra-Short Income | 0.51% | 29,227 | $1.5M | Add +129.1% |
| EELV Invesco S&P Emerging Markets | 0.49% | 53,128 | $1.4M | Reduce -14.7% |
| DFP Flaherty & Crumrine DYN Pref | 0.48% | 63,618 | $1.4M | Reduce -3.8% |
| SCHF Schwab Intl Equity ETF | 0.47% | 58,511 | $1.4M | Add +158.5% |
| GOOG Alphabet Inc. Class C | 0.47% | 5,666 | $1.4M | Add +5.1% |
| WFC Wells Fargo & Co. | 0.46% | 16,853 | $1.3M | Add +2.3% |
| V Visa Inc. Class A | 0.46% | 3,820 | $1.3M | Reduce -7.0% |
| LAC Lithium Americas Corp. | 0.45% | 163,824 | $1.3M | Reduce -11.1% |
| BDX Becton Dickinson and Co. | 0.44% | 6,737 | $1.3M | Add +8.1% |
| PM Philip Morris International | 0.44% | 8,054 | $1.3M | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.44% | 3,439 | $1.3M | Add +172.3% |
| MDT Medtronic PLC | 0.43% | 12,895 | $1.3M | Reduce -4.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.43% | 11,832 | $1.2M | Reduce -16.6% |
| KO The Coca-Cola Co. | 0.41% | 17,792 | $1.2M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 3,567 | $1.2M | Reduce -11.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 5,622 | $1.2M | Reduce -7.7% |
| AXP American Express Co. | 0.40% | 3,554 | $1.2M | Add +3.3% |
| GE General Electric filed as GE AEROSPACE | 0.40% | 3,823 | $1.1M | Add +3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.38% | 21,716 | $1.1M | Reduce -1.1% |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.36% | 33,401 | $1.1M | Reduce -5.6% |
| AVGO Broadcom Inc. | 0.35% | 2,968 | $1.0M | Reduce -12.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.35% | 3,546 | $1.0M | Reduce -2.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.35% | 3,925 | $1.0M | Reduce -42.1% |
| PG The Procter & Gamble Co. | 0.34% | 6,497 | $980K | Add +4.3% |
| SYY Sysco Corp. | 0.33% | 12,355 | $970K | Add +8.7% |
| ETR Entergy Corp. | 0.33% | 10,131 | $969K | Add +7.0% |
| CTA Simplify Managed Futures St | 0.33% | 34,050 | $968K | Add +82.1% |
| ENB Enbridge Inc. | 0.33% | 20,175 | $968K | Add +3.0% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 4,391 | $953K | Add +89.2% |
| CMCSA Comcast Corp. Class A | 0.32% | 30,779 | $936K | Add +12.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.32% | 34,413 | $921K | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 0.31% | 3,875 | $909K | Reduce -9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 1,478 | $904K | Reduce -27.8% |
| DUK Duke Energy Corp. | 0.31% | 7,149 | $892K | Reduce -0.2% |
| GD General Dynamics Corp. | 0.30% | 2,575 | $879K | Reduce -10.1% |
| JNJ Johnson & Johnson | 0.30% | 4,590 | $875K | Reduce -13.7% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,403 | $866K | Reduce -15.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.30% | 2,849 | $855K | Add +9.2% |
| SLV iShares Silver Trust | 0.29% | 19,084 | $853K | Add +6.0% |
| CAT Caterpillar Inc. | 0.29% | 1,712 | $849K | Reduce -10.4% |
| GPC Genuine Parts Co. | 0.29% | 6,449 | $847K | Reduce -4.8% |
| MOS The Mosaic Co. | 0.29% | 24,721 | $827K | Add +0.2% |
| IBKR Interactive Brokers Gro Class A | 0.28% | 11,125 | $808K | Add +6.2% |
| APD Air Products & Chemicals Inc. | 0.28% | 3,033 | $804K | Reduce -7.1% |
| OMC Omnicom Group | 0.28% | 10,322 | $801K | Add +55.9% |
| ABBV Abbvie Inc. | 0.27% | 3,381 | $778K | Reduce -10.6% |
| SPHY SS SPDR P High Yield ETF | 0.26% | 32,033 | $758K | Reduce -29.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 2,576 | $755K | Reduce -27.0% |
| DFAC Dimensional US Core Equity 2 | 0.26% | 19,221 | $743K | Reduce -25.2% |
| GSK GSK PLC-Spon ADR | 0.26% | 17,083 | $742K | Add +9.3% |
| MUNI PIMCO Intermediate Municipal | 0.25% | 13,903 | $727K | Reduce -6.4% |
| HWM Howmet Aerospace Inc. | 0.24% | 3,750 | $708K | No change |
| ORCL Oracle Corp. | 0.24% | 2,364 | $703K | Reduce -36.3% |
| ITW Illinois Tool Works | 0.24% | 2,802 | $696K | Reduce -22.0% |
| ADP Automatic Data Processing | 0.24% | 2,419 | $692K | Reduce -14.4% |
| LAMR Lamar Advertising Co. Class A | 0.23% | 5,714 | $676K | Add +8.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.23% | 5,918 | $674K | Add +16.9% |
| CVX Chevron Corp. | 0.23% | 4,395 | $669K | Add +16.3% |
| NDSN Nordson Corp. | 0.23% | 2,829 | $660K | Add +3.4% |
| LLY Eli Lilly & Co. | 0.23% | 765 | $654K | Add +7.1% |
| FTLS First Trust Long/Short Eqty | 0.22% | 9,421 | $652K | Add +66.5% |
| PNR Pentair PLC | 0.22% | 5,809 | $634K | Reduce -10.6% |
| ES Eversource Energy | 0.21% | 8,466 | $613K | Add +3.2% |
Portfolio Sells Q2 2025 → Q3 2025
| CRM Salesforce Inc. | Reduce -0.3% | 2.13% | −0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -42.1% | 0.35% | −0.25 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.22 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.21 |
| IVV iShares Core S&P 500 ETF | Reduce -53.6% | 0.18% | −0.20 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.15 |
| SHW The Sherwin-Williams Co. | Reduce -5.4% | 0.87% | −0.14 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −0.13 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.13 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -0.1% | 0.79% | −0.13 |
| MCD McDonald's Corp. | Reduce -0.8% | 1.79% | −0.13 |
| SPHY SS SPDR P High Yield ETF | Reduce -29.4% | 0.26% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -10.4% | 0.77% | −0.12 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.12 |
| IEZ iShares U.S. Oil Equipment & | Sold out | 0.00% | −0.11 |
| DVYE iShares Emerging Markets Div | Reduce -0.7% | 2.56% | −0.10 |
| BIV Vanguard Intermediate-Term B | Reduce -7.9% | 0.86% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -27.0% | 0.26% | −0.10 |
| EELV Invesco S&P Emerging Markets | Reduce -14.7% | 0.49% | −0.10 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −0.10 |
| ITW Illinois Tool Works | Reduce -22.0% | 0.24% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -27.8% | 0.31% | −0.10 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.10 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.09 |
| PJT PJT Partners Inc. Class A | Sold out | 0.00% | −0.08 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.08 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.08 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -34.0% | 0.16% | −0.08 |
| DFAC Dimensional US Core Equity 2 | Reduce -25.2% | 0.26% | −0.08 |
| ATI Ati Inc. | Sold out | 0.00% | −0.08 |
| ALK Alaska Air Group Inc. | Sold out | 0.00% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.08 |
| PRDO Perdoceo Education Corp. | Sold out | 0.00% | −0.08 |
| VFC VF Corp. | Sold out | 0.00% | −0.08 |
| STEP Stepstone Group Inc. Class A | Sold out | 0.00% | −0.08 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -16.6% | 0.43% | −0.08 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.07 |
| BKNG Booking Holdings Inc. | Reduce -17.1% | 0.19% | −0.07 |
| GKOS Glaukos Corp. | Sold out | 0.00% | −0.07 |
| CORT Corcept Therapeutics Inc. | Sold out | 0.00% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.4% | 0.74% | −0.07 |
| ADP Automatic Data Processing | Reduce -14.4% | 0.24% | −0.07 |
| ORCL Oracle Corp. | Reduce -36.3% | 0.24% | −0.07 |
| APD Air Products & Chemicals Inc. | Reduce -7.1% | 0.28% | −0.07 |
| V Visa Inc. Class A | Reduce -7.0% | 0.46% | −0.07 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.06 |
| DTD Wisdomtree US Total Dividend | Reduce -21.6% | 0.20% | −0.06 |
| BLK BlackRock Inc. | Reduce -24.1% | 0.19% | −0.06 |
| FDS Factset Research Systems Inc. | Reduce -4.1% | 0.08% | −0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +2.0% | 4.82% | +0.69 |
| SPEM State Street SP PTF Em ETF | Add +18.3% | 3.07% | +0.60 |
| RDDT Reddit Inc. Class A | New | 0.55% | +0.55 |
| UNH Unitedhealth Group Inc. | Add +172.3% | 0.44% | +0.30 |
| SCHF Schwab Intl Equity ETF | Add +158.5% | 0.47% | +0.29 |
| SCHX Schwab US Large-Cap ETF | Add +92.0% | 0.58% | +0.29 |
| JPST JPMorgan Ultra-Short Income | Add +129.1% | 0.51% | +0.28 |
| VIG Vanguard Dividend Apprec ETF | Add +89.2% | 0.33% | +0.16 |
| CTA Simplify Managed Futures St | Add +82.1% | 0.33% | +0.15 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | Add +14.9% | 1.13% | +0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.13% | +0.13 |
| GOOG Alphabet Inc. Class C | Add +5.1% | 0.47% | +0.13 |
| FDLS Inspire Fidelis Multi Factor | New | 0.12% | +0.12 |
| VCLT Vanguard Long-Term Corp. Bond | Add +5.3% | 3.36% | +0.12 |
| PROSHARES ULTRA BLOOMBERG NA | New | 0.12% | +0.12 |
| ETHV Vaneck Ethereum ETF | New | 0.10% | +0.10 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | New | 0.10% | +0.10 |
| OMC Omnicom Group | Add +55.9% | 0.28% | +0.10 |
| INDA iShares MSCI India ETF | New | 0.09% | +0.09 |
| CLS Celestica Inc. | New | 0.09% | +0.09 |
| FTLS First Trust Long/Short Eqty | Add +66.5% | 0.22% | +0.09 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +12.3% | 1.28% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.2% | 0.59% | +0.09 |
| OKTA Okta Inc. | New | 0.08% | +0.08 |
| U Unity Software Inc. | New | 0.08% | +0.08 |
| CSMD Congress Smid Growth ETF | New | 0.08% | +0.08 |
| ICVT iShares Convertible Bond ETF | Add +68.5% | 0.18% | +0.08 |
| IAGG iShares Intl Aggregate Bond | Add +13.4% | 0.92% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +9.2% | 0.30% | +0.08 |
| EWZ iShares MSCI Brazil ETF | New | 0.08% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +99.2% | 0.15% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | New | 0.08% | +0.08 |
| SLV iShares Silver Trust | Add +6.0% | 0.29% | +0.08 |
| NOW ServiceNow Inc. | New | 0.08% | +0.08 |
| CRDO Credo Technology Group Holdi | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| NUEM Nuveen ESG Emerging Markets | New | 0.07% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.07% | +0.07 |
| GE General Electric | Add +3.1% | 0.40% | +0.06 |
| SCHZ Schwab US Aggregate Bond ETF | Add +4.0% | 5.61% | +0.06 |
| IBKR Interactive Brokers Gro Class A | Add +6.2% | 0.28% | +0.06 |
| TEUCRIUM WHEAT FUND | Add +145.5% | 0.11% | +0.06 |
| ETR Entergy Corp. | Add +7.0% | 0.33% | +0.05 |
| FIS Fidelity National Info Serv | Add +74.1% | 0.17% | +0.05 |
| BIBL Inspire 100 ETF | Add +2.6% | 1.01% | +0.05 |
| AMAT Applied Materials Inc. | Add +37.7% | 0.14% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +24.4% | 0.21% | +0.04 |
| BDX Becton Dickinson and Co. | Add +8.1% | 0.44% | +0.04 |
| GSK GSK PLC-Spon ADR | Add +9.3% | 0.26% | +0.03 |
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 |