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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 3 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AXP AMERICAN EXPRESS CO Financial Services 4,209.0 $1.4M 0.34% +430.0 +11.4% $338.27 +0.1%
42 GD GENERAL DYNAMICS CORP Industrials 3,964.0 $1.4M 0.34% +547.0 +16.0% $354.23 +11.1%
43 VO VANGUARD INDEX FDS 17,253.0 $1.4M 0.33% +13K +349.2% $80.57 +3.2%
44 AMD ADVANCED MICRO DEVICES INC Technology 2,326.0 $1.4M 0.33% +322.0 +16.1% $581.00 -16.6%
45 IBD NORTHERN LTS FD TR IV 50,838.0 $1.2M 0.29% +21K +69.0% $23.87 -0.9%
46 IVV ISHARES TR 1,607.0 $1.2M 0.29% +425.0 +36.0% $749.10 +2.9%
47 GPC GENUINE PARTS CO Consumer Cyclical 10,011.0 $1.2M 0.28% +138.0 +1.4% $118.65 +11.2%
48 COPX GLOBAL X FDS 15,240.0 $1.2M 0.28% +4K +39.4% $77.10 +11.0%
49 PG PROCTER & GAMBLE CO Consumer Defensive 8,005.0 $1.2M 0.28% +1K +20.3% $146.65 -2.2%
50 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,199.0 $1.2M 0.28% +14K +69.7% $33.29 +9.9%
51 PLTR PALANTIR TECHNOLOGIES INC Technology 9,814.0 $1.1M 0.28% +2K +26.5% $116.67 +47.0%
52 FDLS NORTHERN LTS FD TR IV 26,634.0 $1.1M 0.27% +14K +117.6% $42.36 +2.4%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 3,851.0 $1.1M 0.26% +256.0 +7.1% $281.21 -17.3%
54 RISN NORTHERN LTS FD TR IV 34,316.0 $1.1M 0.25% +20K +145.0% $30.81 +1.9%
55 BLES NORTHERN LTS FD TR IV 21,862.0 $1.1M 0.25% +8K +58.8% $48.09 +2.8%
56 BITB BITWISE BITCOIN ETF TR Financial Services 32,586.0 $1.0M 0.25% +5K +16.4% $31.86 +10.1%
57 CAH CARDINAL HEALTH INC Healthcare 4,244.0 $1.0M 0.24% +215.0 +5.3% $237.55 -1.1%
58 MUNI PIMCO ETF TR 18,677.0 $982K 0.24% +1K +6.3% $52.60 -1.8%
59 CLS CELESTICA INC Technology 2,627.0 $958K 0.23% +70.0 +2.7% $364.80 -14.9%
60 ARGT GLOBAL X FDS 10,379.0 $951K 0.23% +3K +50.6% $91.63 -2.7%
Page 3 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%