Revisor Wealth Management LLC: 13F holdings
CIK 18874092026Q2
| Positions | 371 |
|---|
| Reported value | $416.2m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 371 (+44 vs prior quarter) |
|---|
| Reported value | $416.2m (+14.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHZ SCHWAB STRATEGIC TR | 726,046 | $16.8m | 4.0% |
| AAPL APPLE INC | 52,626 | $15.2m | 3.7% |
| VCIT VANGUARD SCOTTSDALE FDS | 138,506 | $11.4m | 2.8% |
| VIGI VANGUARD WHITEHALL FDS | 119,706 | $11.2m | 2.7% |
| SPEM SPDR INDEX SHS FDS | 207,927 | $10.8m | 2.6% |
| MSFT MICROSOFT CORP | 24,679 | $9.2m | 2.2% |
| SPSB SPDR SERIES TRUST | 264,926 | $8.0m | 1.9% |
| AMZN AMAZON COM INC | 30,045 | $7.2m | 1.7% |
| DVYE ISHARES INC | 219,995 | $7.1m | 1.7% |
| VCLT VANGUARD SCOTTSDALE FDS | 85,111 | $6.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1887409")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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