Revisor Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $290 Billion distributed in 278 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 $16.3B, Apple Inc. with a value of $14B, Vanguard Whitehall Fds Intl Di with a value of $10.8B, Vanguard Intermediate Term Cor with a value of $10.7B, and Microsoft Corp with a value of $10.1B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $277B to 290B.

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 $290 Billion
ETFs: $133 Billion
Technology: $43.4 Billion
Financial Services: $19.8 Billion
Consumer Cyclical: $19.6 Billion
Industrials: $13.7 Billion
Consumer Defensive: $11.5 Billion
Healthcare: $10.2 Billion
Communication Services: $8.66 Billion
Other: $16.9 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 278
  • Current Value $290 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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