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Home > Institutional Investor > Revisor Wealth Management Llc > Profile

Instuitional Investor - Revisor Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Revisor Wealth Management Llc
Portfolio Value $108,469,162
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 63,870 $15,987,824 14.73%
2.
Schwab Strategic Trust
 FNDF 313,998 $7,126,545 6.57%
3.
Vanguard Whitehall Funds
 65,016 $5,235,399 4.82%
4.
Vanguard Scottsdale Funds
 64,152 $5,148,875 4.74%
5.
Ishares Inc
 EWA 157,382 $4,074,528 3.75%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)