Revisor Wealth Management LLC - Portfolio overview

Revisor Wealth Management LLC has 353 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHZ - SCHWAB STRATEGIC TR, 4.99%
2. AAPL - APPLE INC, 3.59%
3. VCIT - VANGUARD SCOTTSDALE FDS, 2.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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