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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 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STIP ISHARES TR 22,063.0 $2.3M 0.54% NEW $102.16 -1.3%
2 FNDF SCHWAB STRATEGIC TR 17,332.0 $914K 0.22% NEW $52.76 +4.1%
3 IMTB ISHARES TR 19,088.0 $832K 0.20% NEW $43.61 -1.5%
4 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,581.0 $764K 0.18% NEW $296.04 +13.6%
5 SNDK SANDISK CORP Technology 323.0 $734K 0.18% NEW $2273.73 -28.5%
6 OTIS OTIS WORLDWIDE CORP Industrials 9,952.0 $713K 0.17% NEW $71.60 -1.7%
7 VYMI VANGUARD WHITEHALL FDS 6,068.0 $596K 0.14% NEW $98.20 +5.9%
8 FLEX FLEX LTD Technology 3,625.0 $588K 0.14% NEW $162.07 -25.8%
9 PWRD TCW ETF TRUST 4,540.0 $558K 0.13% NEW $122.95 -9.7%
10 SNEX STONEX GROUP INC Financial Services 4,533.0 $537K 0.13% NEW $118.51 -44.0%
11 MXL MAXLINEAR INC Technology 3,912.0 $501K 0.12% NEW $128.03 -43.3%
12 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,000.0 $492K 0.12% NEW $123.11 +26.9%
13 SPYM SPDR SERIES TRUST 5,448.0 $479K 0.12% NEW $87.88 +2.8%
14 SEZL SEZZLE INC Financial Services 2,556.0 $439K 0.10% NEW $171.63 -31.7%
15 BAC BANK OF AMER CORP Financial Services 7,178.0 $409K 0.10% NEW $56.98 +12.7%
16 PAYC PAYCOM SOFTWARE INC Technology 3,245.0 $408K 0.10% NEW $125.68 +71.6%
17 DXJ WISDOMTREE TR 2,318.0 $402K 0.10% NEW $173.52 +2.4%
18 CSTM CONSTELLIUM SE Basic Materials 12,390.0 $395K 0.10% NEW $31.87 -12.2%
19 TMUS T-MOBILE US INC Communication Services 2,305.0 $387K 0.09% NEW $167.68 +9.0%
20 SOXX ISHARES TR 595.0 $382K 0.09% NEW $641.21 -17.1%
Page 1 of 4  ·  65 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%