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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 $416,169,670
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 726,046 $16,793,444 4.04%
2.
Apple Inc.
 AAPL 52,626 $15,227,803 3.66%
3.
Vanguard Scottsdale Funds
 VCIT 138,506 $11,447,531 2.75%
4.
Vanguard Whitehall Funds
 VYM 119,706 $11,178,226 2.69%
5.
Spdr Index Shs Fds - ST PORT MARK ETF
 207,927 $10,766,443 2.59%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.