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Portfolio (Quarterly) Guide ↗

Revisor Wealth Management LLC

· CIK 0001887409
13F Portfolio $362M AUM 327 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 125 Added 116 Reduced 33 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LEU CENTRUS ENERGY CORP Energy 1,200.0 $208K 0.06% NEW $173.59 +10.8%
22 SIL GLOBAL X FDS 2,312.0 $208K 0.06% NEW $90.09 +1.7%
23 SHYG ISHARES TR 4,866.0 $206K 0.06% NEW $42.30 -0.1%
24 XLU SELECT SECTOR SPDR TR 4,442.0 $204K 0.06% NEW $45.89 -4.4%
25 APP APPLOVIN CORP Technology 504.0 $201K 0.06% NEW $398.00 +25.9%
26 PLTM GRANITESHARES PLATINUM TR Financial Services 10,170.0 $192K 0.05% NEW $18.91 +0.4%
27 USAR USA RARE EARTH INC Basic Materials 11,640.0 $176K 0.05% NEW $15.14 +64.1%
28 BLND BLEND LABS INC Technology 12,422.0 $21K 0.01% NEW $1.70 -14.7%
29 NEUROONE MED TECHNOLOGIES CO 19,580.0 $15K 0.00% NEW $0.78
30 NEXTNRG INC 16,400.0 $7K 0.00% NEW $0.40
Page 2 of 2  ·  30 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 24.1%
Financial Services 17.1%
Consumer Cyclical 12.4%
Industrials 8.6%
Communication Services 8.5%
Healthcare 8.3%
Consumer Defensive 7.3%
Basic Materials 4.6%
Energy 4.0%
Utilities 3.0%