Revisor Wealth Management LLC Portfolio Holdings

Revisor Wealth Management LLC

  • $277 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Billion 5.56% of portfolio
668,043
Q2 2025 Added 22.79%
$3.38T
$11.4 Billion 4.13% of portfolio
53,872
Q2 2025 Reduced 1.48%
$0
$10.4 Billion 3.76% of portfolio
116,462
Q2 2025 Added 5.96%
$0
$10.2 Billion 3.69% of portfolio
124,265
Q2 2025 Added 12.98%
$3.81T
$9.8 Billion 3.53% of portfolio
19,538
Q2 2025 Added 5.28%
$0
$8.98 Billion 3.24% of portfolio
119,517
Q2 2025 Added 21.58%
$0
$7.39 Billion 2.66% of portfolio
254,778
Q2 2025 Added 0.52%
$0
$6.85 Billion 2.47% of portfolio
159,530
Q2 2025 Added 15.1%
$260B
$6.66 Billion 2.4% of portfolio
25,230
Q2 2025 Added 1.33%
$221B
$5.32 Billion 1.92% of portfolio
17,828
Q2 2025 Reduced 0.17%
$0
$4.6 Billion 1.66% of portfolio
152,946
Q2 2025 Added 21.95%
$23.7B
$4.11 Billion 1.48% of portfolio
27,639
Q2 2025 Added 0.12%
$431B
$4.03 Billion 1.45% of portfolio
24,540
Q2 2025 Added 7.9%
$0
$3.29 Billion 1.19% of portfolio
35,956
Q2 2025 Reduced 3.9%
$0
$3 Billion 1.08% of portfolio
101,925
Q2 2025 Added 16.15%
$0
$2.96 Billion 1.07% of portfolio
56,007
Q2 2025 Reduced 5.57%
$88.1B
$2.81 Billion 1.01% of portfolio
7,977
Q2 2025 Added 140.63%
$2.28T
$2.79 Billion 1.01% of portfolio
12,547
Q2 2025 Added 11.79%
$0
$2.68 Billion 0.97% of portfolio
34,936
Q2 2025 Reduced 0.97%
$0
$2.67 Billion 0.96% of portfolio
63,701
Q2 2025 Added 0.74%
$88.9B
$2.53 Billion 0.91% of portfolio
7,422
Q2 2025 Reduced 0.04%
$1.62T
$2.48 Billion 0.9% of portfolio
3,416
Q2 2025 Added 26.01%
$0
$2.32 Billion 0.84% of portfolio
45,632
Q2 2025 Added 31.03%
$631B
$2.25 Billion 0.81% of portfolio
4,708
Q2 2025 Added 25.92%
$1.01T
$2.14 Billion 0.77% of portfolio
6,894
Q2 2025 Reduced 0.49%
$850B
$2.06 Billion 0.74% of portfolio
7,096
Q2 2025 Added 187.64%
$0
$1.79 Billion 0.64% of portfolio
13,449
Q2 2025 Reduced 8.83%
$1.07T
$1.76 Billion 0.64% of portfolio
9,931
Q2 2025 Added 13.5%
$258B
$1.68 Billion 0.61% of portfolio
17,756
Q2 2025 Added 3.18%
$0
$1.66 Billion 0.6% of portfolio
6,781
Q2 2025 Added 6.52%
$0
$1.67 Billion 0.6% of portfolio
33,682
Q2 2025 Reduced 14.98%
$0
$1.63 Billion 0.59% of portfolio
62,250
Q2 2025 Reduced 1.09%
$465B
$1.54 Billion 0.56% of portfolio
13,439
Q2 2025 Added 77.06%
$572B
$1.46 Billion 0.53% of portfolio
4,106
Q2 2025 Added 25.57%
$0
$1.45 Billion 0.52% of portfolio
5,133
Q2 2025 Reduced 2.4%
Fidelity Wise Origin Bitcoin
-
$1.41 Billion 0.51% of portfolio
-
Q2 2025 Added 0.62%
$278B
$1.42 Billion 0.51% of portfolio
7,808
Q2 2025 Added 446.4%
$0
$1.4 Billion 0.5% of portfolio
2,230
Q2 2025 Added 11.28%
Flaherty & Crumrine Dynamic
-
$1.38 Billion 0.5% of portfolio
-
Q2 2025 Reduced 0.84%
$303B
$1.36 Billion 0.49% of portfolio
16,473
Q2 2025 New
$0
$1.25 Billion 0.45% of portfolio
4,042
Q2 2025 Added 53.81%
$0
$1.24 Billion 0.45% of portfolio
6,088
Q2 2025 Added 1.69%
$305B
$1.25 Billion 0.45% of portfolio
17,964
Q2 2025 Added 57.72%
$119B
$1.2 Billion 0.43% of portfolio
13,432
Q2 2025 Added 164.88%
$0
$1.14 Billion 0.41% of portfolio
2,046
Q2 2025 Reduced 23.63%
$51.6B
$1.11 Billion 0.4% of portfolio
6,233
Q2 2025 Added 198.94%
$236B
$1.12 Billion 0.4% of portfolio
3,441
Q2 2025 Added 0.76%
$0
$1.08 Billion 0.39% of portfolio
21,969
Q2 2025 Added 14.73%
$0
$1.07 Billion 0.39% of portfolio
45,345
Q2 2025 Reduced 46.77%

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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