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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 138,506.0 $11.4M 2.75% +5K +3.7% $82.65 -1.9%
2 VIGI VANGUARD WHITEHALL FDS 119,706.0 $11.2M 2.69% +11K +10.4% $93.38 +4.7%
3 SPEM SPDR INDEX SHS FDS 207,927.0 $10.8M 2.59% +20K +10.4% $51.78 -0.1%
4 MSFT MICROSOFT CORP Technology 24,679.0 $9.2M 2.21% +782.0 +3.3% $373.02 +29.1%
5 SPSB SPDR SERIES TRUST 264,926.0 $8.0M 1.91% +49K +22.9% $30.01 -0.2%
6 AMZN AMAZON COM INC Consumer Cyclical 30,045.0 $7.2M 1.72% +2K +6.9% $238.34 +8.9%
7 MU MICRON TECHNOLOGY INC Technology 4,355.0 $5.0M 1.21% +434.0 +11.1% $1154.34 -18.5%
8 TSLA TESLA INC Consumer Cyclical 11,898.0 $5.0M 1.20% +77.0 +0.7% $420.58 -19.9%
9 JPM JPMORGAN CHASE & CO Financial Services 12,050.0 $3.9M 0.95% +821.0 +7.3% $327.35 +11.0%
10 SCHG SCHWAB STRATEGIC TR 112,463.0 $3.8M 0.91% +4K +3.4% $33.84 +4.2%
11 BIL SPDR SERIES TRUST 39,029.0 $3.6M 0.86% +4K +11.7% $91.64 -0.1%
12 META META PLATFORMS INC Communication Services 5,923.0 $3.3M 0.80% +641.0 +12.1% $563.23 -3.5%
13 SCHF SCHWAB STRATEGIC TR 115,942.0 $3.2M 0.77% +1K +1.2% $27.70 +1.3%
14 VIG VANGUARD SPECIALIZED FUNDS 11,787.0 $2.8M 0.67% +1K +10.2% $236.61 +3.3%
15 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,036.0 $2.7M 0.66% +559.0 +5.9% $271.95 -9.6%
16 XOM EXXON MOBIL CORP Energy 19,464.0 $2.7M 0.64% +134.0 +0.7% $136.72 +21.1%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,504.0 $2.6M 0.63% +18.0 +0.5% $748.19 +2.6%
18 SLV ISHARES SILVER TR Financial Services 43,836.0 $2.3M 0.56% +7K +19.2% $53.47 +7.4%
19 KO COCA COLA CO Consumer Defensive 27,423.0 $2.2M 0.54% +3K +14.2% $81.61 +8.8%
20 VWO VANGUARD INTL EQUITY INDEX F 37,461.0 $2.2M 0.54% +3K +7.5% $59.69 -0.1%
Page 1 of 8  ·  146 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%