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Home > Institutional Investor > Revisor Wealth Management Llc > Profile

Instuitional Investor - Revisor Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Revisor Wealth Management Llc
Portfolio Value $224,804,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 544,042 $12,600,009 5.6%
2.
Apple Inc.
 AAPL 54,681 $12,146,211 5.4%
3.
Vanguard Whitehall Funds
 109,912 $9,116,580 4.06%
4.
Vanguard Scottsdale Funds
 109,988 $8,992,410 4%
5.
Vanguard Scottsdale Funds
 98,301 $7,462,022 3.32%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)