Institutional Fund
Revisor Wealth Management LLC
Akron, OHCIK 18874095 filings on record
Portfolio Value
$362.07M
Q1 2026
Holdings
327
Reported positions
New Buys
30
Opened this quarter
QoQ Change
-3.1%
from $373.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr5.1%
- Apple Inc3.7%
- Vanguard Scottsdale Fds3.1%
- Vanguard Whitehall Fds2.6%
- Vanguard Scottsdale Fds2.5%
- Microsoft Corp2.4%
- Other80.6%
Portfolio Holdings
327 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 797.2K | $18.51M | 5.1% | +56.9K | Added |
| 2 | Apple Inc | 52.5K | $13.32M | 3.7% | −11.7K | Reduced |
| 3 | Vanguard Scottsdale Fds | 133.6K | $11.05M | 3.1% | −2.5K | Reduced |
| 4 | Vanguard Whitehall Fds | 108.4K | $9.58M | 2.6% | −4.1K | Reduced |
| 5 | Vanguard Scottsdale Fds | 119.5K | $8.93M | 2.5% | −15.9K | Reduced |
| 6 | Microsoft Corp | 23.9K | $8.85M | 2.4% | +1.6K | Added |
| 7 | Spdr Index Shs Fds | 188.4K | $8.84M | 2.4% | −11.8K | Reduced |
| 8 | Ishares Inc | 224.7K | $7.67M | 2.1% | −16.4K | Reduced |
| 9 | Spdr Series Trust | 215.6K | $6.48M | 1.8% | +54.0K | Added |
| 10 | Amazon Com Inc | 28.1K | $5.85M | 1.6% | +4.7K | Added |
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