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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $416M AUM 371 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 146 Added 118 Reduced 21 Exited
Page 1 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHZ SCHWAB STRATEGIC TR 726,046.0 $16.8M 4.04% -71K -8.9% $23.13 -1.6%
2 AAPL APPLE INC Technology 52,626.0 $15.2M 3.66% $289.36 +7.1%
3 VCIT VANGUARD SCOTTSDALE FDS 138,506.0 $11.4M 2.75% +5K +3.7% $82.65 -1.9%
4 VIGI VANGUARD WHITEHALL FDS 119,706.0 $11.2M 2.69% +11K +10.4% $93.38 +4.7%
5 SPEM SPDR INDEX SHS FDS 207,927.0 $10.8M 2.59% +20K +10.4% $51.78 -0.1%
6 MSFT MICROSOFT CORP Technology 24,679.0 $9.2M 2.21% +782.0 +3.3% $373.02 +29.1%
7 SPSB SPDR SERIES TRUST 264,926.0 $8.0M 1.91% +49K +22.9% $30.01 -0.2%
8 AMZN AMAZON COM INC Consumer Cyclical 30,045.0 $7.2M 1.72% +2K +6.9% $238.34 +8.9%
9 DVYE ISHARES INC 219,995.0 $7.1M 1.70% -5K -2.1% $32.23 +5.8%
10 VCLT VANGUARD SCOTTSDALE FDS 85,111.0 $6.4M 1.54% -34K -28.8% $75.25 -5.0%
11 NVDA NVIDIA CORPORATION Technology 29,134.0 $5.8M 1.40% -316.0 -1.1% $200.09 +9.8%
12 CINF CINCINNATI FINL CORP Financial Services 27,385.0 $5.1M 1.22% $186.07 -7.9%
13 MU MICRON TECHNOLOGY INC Technology 4,355.0 $5.0M 1.21% +434.0 +11.1% $1154.34 -18.5%
14 TSLA TESLA INC Consumer Cyclical 11,898.0 $5.0M 1.20% +77.0 +0.7% $420.58 -19.9%
15 MCD MCDONALDS CORP Consumer Cyclical 17,705.0 $4.8M 1.15% $270.30 -1.2%
16 GOOG ALPHABET INC Communication Services 12,968.0 $4.6M 1.10% -128.0 -1.0% $353.35 -3.4%
17 CRM SALESFORCE INC Technology 25,492.0 $4.0M 0.96% -139.0 -0.5% $156.68 +25.2%
18 JPM JPMORGAN CHASE & CO Financial Services 12,050.0 $3.9M 0.95% +821.0 +7.3% $327.35 +11.0%
19 SCHG SCHWAB STRATEGIC TR 112,463.0 $3.8M 0.91% +4K +3.4% $33.84 +4.2%
20 BIL SPDR SERIES TRUST 39,029.0 $3.6M 0.86% +4K +11.7% $91.64 -0.1%
Page 1 of 19  ·  371 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.5%
Financial Services 17.2%
Consumer Cyclical 11.8%
Healthcare 8.3%
Industrials 8.3%
Communication Services 8.3%
Consumer Defensive 6.6%
Basic Materials 4.5%
Energy 3.2%
Utilities 2.6%