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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 $289,708,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 694,514 $16,265,525 5.61%
2.
Apple Inc.
 AAPL 54,940 $13,961,680 4.82%
3.
Vanguard Whitehall Funds
 119,455 $10,768,510 3.72%
4.
Vanguard Scottsdale Funds
 127,777 $10,699,931 3.69%
5.
Microsoft Corp
 MSFT 19,422 $10,147,269 3.5%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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