Revisor Wealth Management LLC
CIK
1887409
City
AKRON
State / Country
OH
Top Portfolio Positions
216 positions ·
$201,583,709 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
52,492 | $13,321,944 | 6.61% |
| MSFT |
Microsoft Corp
Technology
|
23,897 | $8,845,952 | 4.39% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,111 | $5,854,677 | 2.90% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
17,735 | $5,511,860 | 2.73% |
| NVDA |
Nvidia Corp
Technology
|
29,450 | $5,136,080 | 2.55% |
| CRM |
Salesforce, Inc.
Technology
|
25,631 | $4,784,538 | 2.37% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
11,821 | $4,394,456 | 2.18% |
| CINF |
Cincinnati Financial Corp
Financial Services
|
27,397 | $4,310,917 | 2.14% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
11,229 | $3,303,122 | 1.64% |
| XOM |
Exxon Mobil Corp
Energy
|
19,330 | $3,279,527 | 1.63% |
Portfolio Trend
Holdings in DFP
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,224,691 | 61,021 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,290,560 | 62,076 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,376,693 | 63,618 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,357,628 | 66,129 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,349,724 | 66,686 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $485,319 | 24,339 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,015,703 | 47,242 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,121,068 | 58,389 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,600,982 | 83,515 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $818,718 | 46,125 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $935,698 | 55,796 | Shares | Sole | 2023-11-16 | |
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