Revisor Wealth Management LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Billion distributed in 271 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Us Aggregate Bond ETF with a value of $15.4B, Apple Inc. with a value of $11.4B, Vanguard Whitehall Fds Intl Di with a value of $10.4B, Vanguard Intermediate Term Cor with a value of $10.2B, and Microsoft Corp with a value of $9.8B.

Examining the 13F form we can see an increase of $52.5B in the current position value, from $225B to 277B.

Revisor Wealth Management LLC is based out at Akron, OH

Below you can find more details about Revisor Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $277 Billion
ETFs: $127 Billion
Technology: $39.5 Billion
Financial Services: $21.6 Billion
Consumer Cyclical: $18.8 Billion
Industrials: $15.2 Billion
Consumer Defensive: $12.4 Billion
Healthcare: $9.19 Billion
Communication Services: $8.18 Billion
Other: $17.2 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 271
  • Current Value $277 Billion
  • Prior Value $225 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 62 stocks
  • Additional Purchases 122 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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