Revisor Wealth Management LLC

CIK 0001887409 • 7 13F filings • Apr 28, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $224.8M221 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$449K	0.2%	3,062 SH
ABBOTT LABS	COM	$580K	0.3%	4,371 SH
ABBVIE INC	COM	$819K	0.4%	3,909 SH
AFLAC INC	COM	$586K	0.3%	5,273 SH
AIR PRODS & CHEMS INC	COM	$458K	0.2%	1,552 SH
ALBEMARLE CORP	COM	$400K	0.2%	5,525 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.6%	8,750 SH
ALPHABET INC	CAP STK CL C	$572K	0.3%	3,659 SH
AMAZON COM INC	COM	$2.1M	0.9%	11,224 SH
AMCOR PLC	ORD	$384K	0.2%	39,622 SH
AMDOCS LTD	SHS	$241K	0.1%	2,621 SH
AMERICAN EXPRESS CO	COM	$919K	0.4%	3,415 SH
AMERIPRISE FINL INC	COM	$235K	0.1%	486 SH
APPLE INC	COM	$12.1M	5.4%	54,681 SH
ARCHER DANIELS MIDLAND CO	COM	$310K	0.1%	6,458 SH
ATMOS ENERGY CORP	COM	$497K	0.2%	3,216 SH
AUTOMATIC DATA PROCESSING IN	COM	$800K	0.4%	2,611 SH
BECTON DICKINSON & CO	COM	$477K	0.2%	2,085 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.0M	0.9%	3,739 SH
BITWISE BITCOIN ETF TR	SHS BEN INT	$303K	0.1%	6,743 SH
BROADCOM INC	COM	$512K	0.2%	3,061 SH
BROWN & BROWN INC	COM	$523K	0.2%	4,208 SH
BROWN FORMAN CORP	CL B	$295K	0.1%	8,630 SH
C H ROBINSON WORLDWIDE INC	COM NEW	$410K	0.2%	3,987 SH
CARDINAL HEALTH INC	COM	$590K	0.3%	4,281 SH
CATERPILLAR INC	COM	$648K	0.3%	1,965 SH
CHEVRON CORP NEW	COM	$593K	0.3%	3,545 SH
CHUBB LIMITED	COM	$511K	0.2%	1,687 SH
CHURCH & DWIGHT CO INC	COM	$508K	0.2%	4,613 SH
CINCINNATI FINL CORP	COM	$4.1M	1.8%	27,606 SH
CINTAS CORP	COM	$679K	0.3%	3,305 SH
CISCO SYS INC	COM	$501K	0.2%	8,113 SH
CLOROX CO DEL	COM	$396K	0.2%	2,689 SH
COCA COLA CO	COM	$820K	0.4%	11,390 SH
COLGATE PALMOLIVE CO	COM	$445K	0.2%	4,753 SH
CONOCOPHILLIPS	COM	$235K	0.1%	2,238 SH
CONSOLIDATED EDISON INC	COM	$454K	0.2%	4,106 SH
CORCEPT THERAPEUTICS INC	COM	$293K	0.1%	2,561 SH
CORVEL CORP	COM	$201K	0.1%	1,795 SH
COSTCO WHSL CORP NEW	COM	$343K	0.2%	362 SH
CRONOS GROUP INC	COM	$22K	0.0%	12,074 SH
DBX ETF TR	XTRACK USD HIGH	$506K	0.2%	14,000 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$848K	0.4%	25,699 SH
DOVER CORP	COM	$524K	0.2%	2,983 SH
DUKE ENERGY CORP NEW	COM NEW	$451K	0.2%	3,695 SH
ECOLAB INC	COM	$487K	0.2%	1,915 SH
ELI LILLY & CO	COM	$530K	0.2%	642 SH
EMERSON ELEC CO	COM	$571K	0.3%	5,211 SH
ERIE INDTY CO	CL A	$368K	0.2%	879 SH
ESSEX PPTY TR INC	COM	$428K	0.2%	1,384 SH
EVERSOURCE ENERGY	COM	$246K	0.1%	3,967 SH
EXPEDITORS INTL WASH INC	COM	$428K	0.2%	3,561 SH
EXXON MOBIL CORP	COM	$903K	0.4%	7,590 SH
FACTSET RESH SYS INC	COM	$312K	0.1%	685 SH
FARMERS & MERCHANTS BANCORP	COM	$278K	0.1%	11,607 SH
FASTENAL CO	COM	$301K	0.1%	3,883 SH
FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$401K	0.2%	4,098 SH
FIDELITY COVINGTON TRUST	INT VL FCT ETF	$390K	0.2%	14,635 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.0M	0.5%	14,106 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$594K	0.3%	11,773 SH
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$631K	0.3%	7,040 SH
FIRST TR VALUE LINE DIVID IN	SHS	$253K	0.1%	5,672 SH
FLAHERTY & CRUMRINE DYNAMIC	SHS	$1.3M	0.6%	66,686 SH
FRANKLIN RESOURCES INC	COM	$313K	0.1%	16,022 SH
GE AEROSPACE	COM NEW	$736K	0.3%	3,671 SH
GENERAL DYNAMICS CORP	COM	$589K	0.3%	2,161 SH
GENERAL MTRS CO	COM	$222K	0.1%	4,716 SH
GENUINE PARTS CO	COM	$464K	0.2%	3,868 SH
GRAINGER W W INC	COM	$510K	0.2%	516 SH
GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$285K	0.1%	4,925 SH
HOME DEPOT INC	COM	$490K	0.2%	1,336 SH
HONEYWELL INTL INC	COM	$245K	0.1%	1,157 SH
HORMEL FOODS CORP	COM	$340K	0.2%	10,982 SH
HOWMET AEROSPACE INC	COM	$486K	0.2%	3,750 SH
HUBBELL INC	COM	$250K	0.1%	755 SH
ILLINOIS TOOL WKS INC	COM	$764K	0.3%	3,064 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$455K	0.2%	2,748 SH
INTERNATIONAL BUSINESS MACHS	COM	$931K	0.4%	3,747 SH
INVESCO EXCH TRADED FD TR II	NATL AMT MUNI	$698K	0.3%	30,292 SH
INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$1.5M	0.7%	62,938 SH
INVESCO EXCH TRADED FD TR II	S&P INTL LOW	$354K	0.2%	11,683 SH
INVESCO EXCHANGE TRADED FD T	DIVID ACHIEVEV	$214K	0.1%	4,664 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$343K	0.2%	15,960 SH
INVESCO QQQ TR	UNIT SER 1	$1.3M	0.6%	2,679 SH
ISHARES INC	EM MKTS DIV ETF	$6.9M	3.1%	253,461 SH
ISHARES SILVER TR	ISHARES	$549K	0.2%	17,707 SH
ISHARES TR	CORE INTL AGGR	$1.7M	0.8%	34,825 SH
ISHARES TR	CORE S&P SCP ETF	$282K	0.1%	2,693 SH
ISHARES TR	CORE S&P500 ETF	$540K	0.2%	960 SH
ISHARES TR	FLTG RATE NT ETF	$913K	0.4%	17,879 SH
ISHARES TR	GLOBAL 100 ETF	$284K	0.1%	2,947 SH
ISHARES TR	IBONDS DEC 25	$946K	0.4%	35,362 SH
ISHARES TR	ISHS 5-10YR INVT	$3.1M	1.4%	59,312 SH
ISHARES TR	MRGSTR MD CP GRW	$297K	0.1%	4,153 SH
ISHARES TR	MRGSTR MD CP VAL	$266K	0.1%	3,588 SH
ISHARES TR	MSCI USA MIN VOL	$461K	0.2%	4,919 SH
ISHARES TR	MSCI USA VALUE	$546K	0.2%	5,116 SH
ISHARES TR	NATIONAL MUN ETF	$504K	0.2%	4,780 SH
ISHARES TR	RUS 1000 GRW ETF	$556K	0.2%	1,540 SH
ISHARES TR	RUS 1000 VAL ETF	$553K	0.2%	2,937 SH
ISHARES TR	US OIL EQ&SV ETF	$508K	0.2%	26,055 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$264K	0.1%	5,206 SH
JOHNSON & JOHNSON	COM	$892K	0.4%	5,377 SH
JPMORGAN CHASE & CO.	COM	$605K	0.3%	2,467 SH
JUMIA TECHNOLOGIES AG	SPONSORED ADS	$399K	0.2%	185,350 SH
KENVUE INC	COM	$472K	0.2%	19,664 SH
KIMBERLY-CLARK CORP	COM	$413K	0.2%	2,883 SH
LEIDOS HOLDINGS INC	COM	$260K	0.1%	1,928 SH
LINDE PLC	SHS	$629K	0.3%	1,351 SH
LITHIUM AMERS CORP NEW	COM SHS	$430K	0.2%	158,561 SH
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$46K	0.0%	11,963 SH
LOCKHEED MARTIN CORP	COM	$227K	0.1%	509 SH
LOWES COS INC	COM	$790K	0.4%	3,389 SH
LUMEN TECHNOLOGIES INC	COM	$95K	0.0%	24,351 SH
MARSH & MCLENNAN COS INC	COM	$324K	0.1%	1,329 SH
MASTERCARD INCORPORATED	CL A	$418K	0.2%	762 SH
MCCORMICK & CO INC	COM NON VTG	$494K	0.2%	6,007 SH
MCDONALDS CORP	COM	$5.6M	2.5%	17,858 SH
MEDTRONIC PLC	SHS	$459K	0.2%	5,071 SH
MERCK & CO INC	COM	$327K	0.1%	3,623 SH
META PLATFORMS INC	CL A	$1.6M	0.7%	2,711 SH
MICROSOFT CORP	COM	$7.0M	3.1%	18,558 SH
MICROSTRATEGY INC	CL A NEW	$325K	0.1%	1,127 SH
MOSAIC CO NEW	COM	$667K	0.3%	24,680 SH
N-ABLE INC	COMMON STOCK	$82K	0.0%	11,575 SH
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$1.1M	0.5%	39,462 SH
NEXTERA ENERGY INC	COM	$450K	0.2%	6,348 SH
NORDSON CORP	COM	$461K	0.2%	2,275 SH
NORTHERN LTS FD TR IV	INSPIRE 100 ETF	$2.4M	1.1%	63,233 SH
NORTHERN LTS FD TR IV	INSPIRE SML/ MID	$523K	0.2%	15,267 SH
NORTHROP GRUMMAN CORP	COM	$210K	0.1%	410 SH
NUCOR CORP	COM	$397K	0.2%	3,284 SH
NVIDIA CORPORATION	COM	$2.5M	1.1%	22,744 SH
ORACLE CORP	COM	$287K	0.1%	2,056 SH
PACER FDS TR	US CASH COWS 100	$367K	0.2%	6,705 SH
PENTAIR PLC	SHS	$649K	0.3%	7,416 SH
PEPSICO INC	COM	$486K	0.2%	3,238 SH
PHILIP MORRIS INTL INC	COM	$229K	0.1%	1,429 SH
PIMCO ETF TR	25YR+ ZERO U S	$208K	0.1%	2,910 SH
PIMCO ETF TR	INTER MUN BD ACT	$767K	0.3%	14,875 SH
PPG INDS INC	COM	$485K	0.2%	4,435 SH
PRICE T ROWE GROUP INC	COM	$301K	0.1%	3,274 SH
PROCTER AND GAMBLE CO	COM	$1.1M	0.5%	6,265 SH
PROGRESSIVE CORP	COM	$577K	0.3%	2,040 SH
REALTY INCOME CORP	COM	$450K	0.2%	7,757 SH
REPUBLIC SVCS INC	COM	$293K	0.1%	1,211 SH
RIVIAN AUTOMOTIVE INC	COM CL A	$140K	0.1%	11,254 SH
ROPER TECHNOLOGIES INC	COM	$502K	0.2%	851 SH
ROYAL CARIBBEAN GROUP	COM	$1.5M	0.7%	7,425 SH
RTX CORPORATION	COM	$253K	0.1%	1,909 SH
S&P GLOBAL INC	COM	$523K	0.2%	1,029 SH
SALESFORCE INC	COM	$6.7M	3.0%	24,898 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$448K	0.2%	22,658 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$460K	0.2%	18,885 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$12.6M	5.6%	544,042 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$507K	0.2%	18,142 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	1.0%	87,752 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$612K	0.3%	27,738 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$427K	0.2%	18,208 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.9M	0.8%	69,457 SH
SHERWIN WILLIAMS CO	COM	$1.2M	0.5%	3,315 SH
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$254K	0.1%	8,593 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$407K	0.2%	16,499 SH
SMITH A O CORP	COM	$475K	0.2%	7,267 SH
SMUCKER J M CO	COM NEW	$509K	0.2%	4,300 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$860K	0.4%	2,045 SH
SPDR GOLD TR	GOLD SHS	$348K	0.2%	1,207 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$5.5M	2.4%	138,600 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.1M	0.5%	2,004 SH
SPDR SER TR	BLOOMBERG 1 10 Y	$415K	0.2%	21,643 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$3.4M	1.5%	37,416 SH
SPDR SER TR	BLOOMBERG INVT	$279K	0.1%	9,050 SH
SPDR SER TR	NUVEEN BLOOMBERG	$629K	0.3%	24,939 SH
SPDR SER TR	PORTFLI HIGH YLD	$2.0M	0.9%	85,189 SH
SPDR SER TR	PORTFOLIO S&P500	$257K	0.1%	3,910 SH
SPDR SER TR	PORTFOLIO SHORT	$3.8M	1.7%	125,418 SH
SPDR SER TR	S&P DIVID ETF	$377K	0.2%	2,780 SH
STANLEY BLACK & DECKER INC	COM	$286K	0.1%	3,723 SH
STARBUCKS CORP	COM	$226K	0.1%	2,300 SH
STERIS PLC	SHS USD	$204K	0.1%	900 SH
SYSCO CORP	COM	$573K	0.3%	7,642 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$242K	0.1%	1,454 SH
TARGET CORP	COM	$350K	0.2%	3,350 SH
TESLA INC	COM	$1.8M	0.8%	6,928 SH
TEUCRIUM COMMODITY TR	WHEAT FD	$77K	0.0%	16,474 SH
UNITEDHEALTH GROUP INC	COM	$595K	0.3%	1,137 SH
V F CORP	COM	$158K	0.1%	10,193 SH
VANECK ETF TRUST	SHRT HGH YLD MUN	$406K	0.2%	18,040 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$247K	0.1%	738 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$2.7M	1.2%	35,279 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$330K	0.1%	4,211 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$219K	0.1%	853 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$261K	0.1%	1,624 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.5%	4,049 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$231K	0.1%	2,553 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$810K	0.4%	1,575 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.1M	0.5%	5,987 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	0.6%	6,366 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$1.3M	0.6%	5,259 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$722K	0.3%	2,628 SH
VANGUARD INDEX FDS	VALUE ETF	$286K	0.1%	1,654 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	0.8%	39,615 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$291K	0.1%	2,512 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$950K	0.4%	19,148 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$9.0M	4.0%	109,988 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$7.5M	3.3%	98,301 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$415K	0.2%	2,140 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$437K	0.2%	8,588 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.6M	1.6%	55,851 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$260K	0.1%	2,019 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$9.1M	4.1%	109,912 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$937K	0.4%	4,655 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$1.9M	0.8%	14,752 SH
VERIZON COMMUNICATIONS INC	COM	$284K	0.1%	6,253 SH
VISA INC	COM CL A	$1.1M	0.5%	3,270 SH
WALGREENS BOOTS ALLIANCE INC	COM	$169K	0.1%	15,160 SH
WALMART INC	COM	$1.5M	0.7%	17,208 SH
WEST PHARMACEUTICAL SVSC INC	COM	$314K	0.1%	1,403 SH
WISDOMTREE TR	FLOATNG RAT TREA	$237K	0.1%	4,704 SH
WISDOMTREE TR	US HIGH DIVIDEND	$247K	0.1%	2,495 SH
WISDOMTREE TR	US TOTAL DIVIDND	$720K	0.3%	9,351 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001754960-26-000923	—	View
Jan 27, 2026	Q4 2025	13F-HR	0001754960-26-000125	$373.5M	View
Oct 15, 2025	Q3 2025