Revisor Wealth Management 13F annual report
Revisor Wealth Management is an investment fund managing more than $86.6 billion ran by Aryn Sands. There are currently 102 companies in Sands’s portfolio. The largest investments include Vanguard Bd Index Fds and Spdr Sp 500 Etf Tr, together worth $13 billion.
$86.6 billion Assets Under Management (AUM)
As of 3rd January 2024, Revisor Wealth Management’s top holding is 107,927 shares of Vanguard Bd Index Fds currently worth over $8.24 billion and making up 9.5% of the portfolio value.
In addition, the fund holds 10,112 shares of Spdr Sp 500 Etf Tr worth $4.81 billion.
The third-largest holding is Vanguard Whitehall Fds worth $5.78 billion and the next is Ishares Inc worth $4.29 billion, with 162,021 shares owned.
Currently, Revisor Wealth Management's portfolio is worth at least $86.6 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Revisor Wealth Management
The Revisor Wealth Management office and employees reside in Akron, Ohio. According to the last 13-F report filed with the SEC, Aryn Sands serves as the Agent at Revisor Wealth Management.
Recent trades
In the most recent 13F filing, Revisor Wealth Management revealed that it had opened a new position in Vanguard Bd Index Fds and bought 107,927 shares worth $8.24 billion.
One of the smallest hedge funds
The two most similar investment funds to Revisor Wealth Management are Guerra Pan Advisors and National Wealth Management. They manage $86.6 billion and $86.7 billion respectively.
Aryn Sands investment strategy
Revisor Wealth Management’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 4.3% of
the total portfolio value.
The fund focuses on investments in the United States as
41.2% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
44% of the total holdings value.
On the other hand, small-cap stocks make up only 1.0% of the portfolio.
The average market cap of the portfolio companies is close to $240 billion.
The complete list of Revisor Wealth Management trades based on 13F SEC filings
These positions were updated on January 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Bd Index Fds |
Opened
107,927
|
$8,243,464,000 | 9.52% |
| Spdr Sp 500 Etf Tr |
Opened
10,112
|
$4,806,335,000 | 5.55% |
| Vanguard Whitehall Fds |
Opened
77,017
|
$5,782,974,000 | 6.68% |
| Ishares Inc |
Opened
162,021
|
$4,291,923,000 | 4.95% |
| Vanguard Scottsdale Fds |
Opened
44,657
|
$3,629,729,000 | 4.19% |
| Spdr Ser Tr |
Opened
299,416
|
$10,151,590,000 | 11.72% |
| Spdr Index Shs Fds |
Opened
73,794
|
$2,613,049,000 | 3.02% |
| Northern Lts Fd Tr Iv |
Opened
69,578
|
$2,425,595,000 | 2.80% |
| Microsoft Corporation |
Opened
4,050
|
$1,522,972,000 | 1.76% |
| Apple Inc |
Opened
6,969
|
$1,341,649,000 | 1.55% |
| Vanguard Mun Bd Fds |
Opened
20,713
|
$1,057,399,000 | 1.22% |
| Pimco Etf Tr |
Opened
18,579
|
$980,971,000 | 1.13% |
| Schwab Strategic Tr |
Opened
38,819
|
$2,397,122,000 | 2.77% |
| Listed Fd Tr |
Opened
76,500
|
$880,515,000 | 1.02% |
| Flaherty Crumrine Dynamic |
Opened
46,125
|
$818,720,000 | 0.95% |
| Berkshire Hathaway Inc. |
Opened
2,274
|
$811,045,000 | 0.94% |
| Ishares Tr |
Opened
57,145
|
$3,115,994,000 | 3.60% |
| Amazon.com Inc. |
Opened
5,063
|
$769,272,000 | 0.89% |
| Cincinnati Finl Corp |
Opened
7,326
|
$757,913,000 | 0.87% |
| Dimensional Etf Trust |
Opened
34,765
|
$1,094,714,000 | 1.26% |
| Invesco Exch Traded Fd Tr Ii |
Opened
63,642
|
$1,576,104,000 | 1.82% |
| NVIDIA Corp |
Opened
1,333
|
$660,215,000 | 0.76% |
| Meta Platforms Inc |
Opened
1,749
|
$619,076,000 | 0.71% |
| Visa Inc |
Opened
2,367
|
$616,248,000 | 0.71% |
| First Tr Exch Traded Fd Iii |
Opened
11,773
|
$608,246,000 | 0.70% |
| Alphabet Inc |
Opened
6,615
|
$927,103,000 | 1.07% |
| Wisdomtree Tr |
Opened
10,336
|
$519,281,000 | 0.60% |
| Dbx Etf Tr |
Opened
13,997
|
$497,593,000 | 0.57% |
| Walmart Inc |
Opened
3,116
|
$491,159,000 | 0.57% |
| Sherwin-Williams Co. |
Opened
1,497
|
$466,914,000 | 0.54% |
| Vanguard World Fd |
Opened
4,172
|
$456,292,000 | 0.53% |
| International Business Machs |
Opened
2,623
|
$428,996,000 | 0.50% |
| Johnson Johnson |
Opened
2,624
|
$411,208,000 | 0.47% |
| VanEck ETF Trust |
Opened
18,264
|
$404,182,000 | 0.47% |
| General Dynamics Corp. |
Opened
1,540
|
$399,903,000 | 0.46% |
| Chevron Corp. |
Opened
2,645
|
$394,468,000 | 0.46% |
| Lowes Cos Inc |
Opened
1,741
|
$387,460,000 | 0.45% |
| Procter And Gamble Co |
Opened
2,571
|
$376,682,000 | 0.43% |
| Vanguard Index Fds |
Opened
7,535
|
$1,667,593,000 | 1.92% |
| Abbvie Inc |
Opened
2,369
|
$367,064,000 | 0.42% |
| Pentair plc |
Opened
5,044
|
$366,749,000 | 0.42% |
| Illinois Tool Wks Inc |
Opened
1,387
|
$363,311,000 | 0.42% |
| Emerson Elec Co |
Opened
3,434
|
$334,244,000 | 0.39% |
| Dover Corp. |
Opened
2,168
|
$333,391,000 | 0.38% |
| Mcdonalds Corp |
Opened
1,101
|
$326,458,000 | 0.38% |
| Nucor Corp. |
Opened
1,874
|
$326,064,000 | 0.38% |
| Linde Plc. |
Opened
793
|
$325,693,000 | 0.38% |
| Exxon Mobil Corp. |
Opened
3,254
|
$325,310,000 | 0.38% |
| Pepsico Inc |
Opened
1,866
|
$316,837,000 | 0.37% |
| Ppg Inds Inc |
Opened
2,113
|
$315,999,000 | 0.36% |
| Cintas Corporation |
Opened
524
|
$315,800,000 | 0.36% |
| Realty Income Corp. |
Opened
5,486
|
$314,977,000 | 0.36% |
| Sp Global Inc |
Opened
713
|
$314,091,000 | 0.36% |
| Expeditors Intl Wash Inc |
Opened
2,442
|
$310,630,000 | 0.36% |
| Sysco Corp. |
Opened
4,223
|
$308,828,000 | 0.36% |
| Abbott Labs |
Opened
2,787
|
$306,774,000 | 0.35% |
| Caterpillar Inc. |
Opened
1,023
|
$302,484,000 | 0.35% |
| Willscot Mobil Mini Hldng Co |
Opened
6,746
|
$300,197,000 | 0.35% |
| Coca-Cola Co |
Opened
5,043
|
$297,184,000 | 0.34% |
| Grainger W W Inc |
Opened
353
|
$292,537,000 | 0.34% |
| Cardinal Health, Inc. |
Opened
2,877
|
$290,020,000 | 0.33% |
| Colgate-Palmolive Co. |
Opened
3,635
|
$289,758,000 | 0.33% |
| Automatic Data Processing In |
Opened
1,233
|
$287,256,000 | 0.33% |
| Aflac Inc. |
Opened
3,473
|
$286,495,000 | 0.33% |
| Target Corp |
Opened
2,011
|
$286,335,000 | 0.33% |
| Ecolab, Inc. |
Opened
1,438
|
$285,136,000 | 0.33% |
| Smith A O Corp |
Opened
3,412
|
$281,257,000 | 0.32% |
| Roper Technologies Inc |
Opened
509
|
$277,492,000 | 0.32% |
| Vanguard Intl Equity Index F |
Opened
6,749
|
$277,384,000 | 0.32% |
| 3M Co. |
Opened
2,471
|
$270,075,000 | 0.31% |
| West Pharmaceutical Svsc Inc |
Opened
759
|
$267,259,000 | 0.31% |
| Genuine Parts Co. |
Opened
1,894
|
$262,254,000 | 0.30% |
| Chubb Limited |
Opened
1,146
|
$259,000,000 | 0.30% |
| Franklin Resources, Inc. |
Opened
8,671
|
$258,320,000 | 0.30% |
| Clorox Co. |
Opened
1,811
|
$258,174,000 | 0.30% |
| Essex Ppty Tr Inc |
Opened
1,033
|
$256,137,000 | 0.30% |
| Church Dwight Co Inc |
Opened
2,688
|
$254,130,000 | 0.29% |
| Nordson Corp. |
Opened
951
|
$251,216,000 | 0.29% |
| Consolidated Edison, Inc. |
Opened
2,760
|
$251,046,000 | 0.29% |
| Atmos Energy Corp. |
Opened
2,158
|
$250,125,000 | 0.29% |
| Stanley Black Decker Inc |
Opened
2,537
|
$248,880,000 | 0.29% |
| Walgreens Boots Alliance Inc |
Opened
9,429
|
$246,191,000 | 0.28% |
| Federal Rlty Invt Tr New |
Opened
2,379
|
$245,125,000 | 0.28% |
| Becton Dickinson Co |
Opened
997
|
$243,102,000 | 0.28% |
| NextEra Energy Inc |
Opened
3,942
|
$239,437,000 | 0.28% |
| Air Prods Chems Inc |
Opened
868
|
$237,671,000 | 0.27% |
| Unitedhealth Group Inc |
Opened
447
|
$235,340,000 | 0.27% |
| Kimberly-Clark Corp. |
Opened
1,934
|
$234,940,000 | 0.27% |
| Indexiq Etf Tr |
Opened
9,434
|
$234,624,000 | 0.27% |
| Archer Daniels Midland Co. |
Opened
3,230
|
$233,279,000 | 0.27% |
| Brown Brown Inc |
Opened
3,236
|
$230,112,000 | 0.27% |
| Home Depot, Inc. |
Opened
663
|
$229,763,000 | 0.27% |
| Jpmorgan Chase Co |
Opened
1,348
|
$229,295,000 | 0.26% |
| Price T Rowe Group Inc |
Opened
2,129
|
$229,218,000 | 0.26% |
| Honeywell International Inc |
Opened
1,070
|
$224,390,000 | 0.26% |
| Amcor Plc |
Opened
23,132
|
$222,989,000 | 0.26% |
| Bentley Sys Inc |
Opened
4,200
|
$219,156,000 | 0.25% |
| Mccormick Co Inc |
Opened
3,197
|
$218,739,000 | 0.25% |
| Medtronic Plc |
Opened
2,651
|
$218,348,000 | 0.25% |
| Saia Inc. |
Opened
495
|
$216,919,000 | 0.25% |
| Interactive Brokers Group In |
Opened
2,613
|
$216,618,000 | 0.25% |
| Select Sector Spdr Tr |
Opened
5,689
|
$213,906,000 | 0.25% |
| No transactions found | |||
| Showing first 500 out of 102 holdings | |||
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