1y return+10.4%S&P 500 +20.9%
3y return+30.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $134 against $182 in the S&P 500.2
Revisor Wealth Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHZSchwab Strategic Tr | $16.8M | 4.0% | −8.9% |
| AAPLApple Inc | $15.2M | 3.7% | |
| VCITVanguard Scottsdale Fds | $11.4M | 2.8% | +3.7% |
| VIGIVanguard Whitehall Fds | $11.2M | 2.7% | +10.4% |
| SPEMSpdr Index Shs Fds | $10.8M | 2.6% | +10.4% |
| MSFTMicrosoft Corp | $9.2M | 2.2% | +3.3% |
| SPSBSpdr Series Trust | $8.0M | 1.9% | +22.9% |
| AMZNAmazon Com Inc | $7.2M | 1.7% | +6.9% |
| DVYEIshares Inc | $7.1M | 1.7% | −2.1% |
| VCLTVanguard Scottsdale Fds | $6.4M | 1.5% | −28.8% |
| NVDANvidia Corporation | $5.8M | 1.4% | −1.1% |
| CINFCincinnati Finl Corp | $5.1M | 1.2% | |
| MUMicron Technology Inc | $5.0M | 1.2% | +11.1% |
| TSLATesla Inc | $5.0M | 1.2% | |
| MCDMcdonalds Corp | $4.8M | 1.1% | |
| GOOGAlphabet Inc | $4.6M | 1.1% | |
| CRMSalesforce Inc | $4.0M | 1.0% | |
| JPMJpmorgan Chase & Co | $3.9M | 0.9% | +7.3% |
| SCHGSchwab Strategic Tr | $3.8M | 0.9% | +3.4% |
| BILSpdr Series Trust | $3.6M | 0.9% | +11.7% |
| GOOGLAlphabet Inc | $3.5M | 0.8% | −5.6% |
| METAMeta Platforms Inc | $3.3M | 0.8% | +12.1% |
| BIBLNorthern Lts Fd Tr Iv | $3.3M | 0.8% | −9.3% |
| SCHFSchwab Strategic Tr | $3.2M | 0.8% | +1.2% |
| VIGVanguard Specialized Funds | $2.8M | 0.7% | +10.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $5.8M |
| GOOGLAlphabet Inc | March 31, 2023 | +244.5% | $3.5M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $2.3M |
| METAMeta Platforms Inc | March 31, 2023 | +165.8% | $3.3M |
| TSLATesla Inc | March 31, 2024 | +139.3% | $5.0M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $7.2M |
| SCHGSchwab Strategic Tr | March 31, 2023 | +107.7% | $3.8M |
| GOOGAlphabet Inc | June 30, 2024 | +92.6% | $4.6M |
| SLVIshares Silver Tr | September 30, 2024 | +88.2% | $2.3M |
| Credo Technology Group HoldiCUSIP G25457105 | September 30, 2025 | +86.8% | $2.7M |
Sold off last quarter
- INDAIshares Tr was $565K
- SSRMSsr Mining In was $482K
- SNYSanofi Sa was $348K
- RSGRepublic Svcs Inc was $340K
- KMXCarmax Inc was $326K
- ECHOEchostar Corp was $317K
- VISNVistance Networks Inc was $284K
- MRSHMarsh & Mclennan Cos Inc was $264K
- BITWBitwise 10 Crypto Index Etf was $247K
- LMTLockheed Martin Corp was $242K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.6% | +14.8% |
| March 31, 2026 | −3.1% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +7.0% | +5.4% |
| June 30, 2024 | −0.5% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +3.0% | +8.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Revisor Wealth Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1887409&type=13F-HR&dateb=&owner=include&count=40CIK 1887409
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1887409/000175496026000579/Filed July 22, 2026 · accession 0001754960-26-000579