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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 3 of 6  ·  116 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VO VANGUARD INDEX FDS 3,841.0 $1.1M 0.30% -166.0 -4.1% $287.19 -73.4%
42 QQQ INVESCO QQQ TR Financial Services 1,907.0 $1.1M 0.30% -275.0 -12.6% $577.43 +22.8%
43 SGOV ISHARES TR 9,934.0 $1000K 0.28% -222.0 -2.2% $100.65 -0.1%
44 HFXI NEW YORK LIFE INVESTMENTS ET 29,431.0 $988K 0.27% -920.0 -3.0% $33.58 +7.7%
45 PG PROCTER & GAMBLE CO Consumer Defensive 6,654.0 $963K 0.27% -88.0 -1.3% $144.72 -1.4%
46 COP CONOCOPHILLIPS Energy 7,017.0 $926K 0.26% -600.0 -7.9% $132.00 -9.9%
47 COWZ PACER FDS TR 14,730.0 $922K 0.26% -419.0 -2.8% $62.56 +0.6%
48 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 15,325.0 $905K 0.25% -491.0 -3.1% $59.03 +20.1%
49 BND VANGUARD BD INDEX FDS 11,781.0 $868K 0.24% -79.0 -0.7% $73.64 -1.2%
50 BLK BLACKROCK INC Financial Services 900.0 $866K 0.24% -5.0 -0.6% $961.71 +12.5%
51 CVX CHEVRON CORPORATION Energy 4,108.0 $844K 0.23% -164.0 -3.8% $205.51 -9.2%
52 ES EVERSOURCE ENERGY Utilities 11,960.0 $829K 0.23% -955.0 -7.4% $69.28 -0.7%
53 IVV ISHARES TR 1,182.0 $772K 0.21% -73.0 -5.8% $653.46 +13.6%
54 EIX EDISON INTL Utilities 10,088.0 $738K 0.20% -418.0 -4.0% $73.18 -3.3%
55 LLY ELI LILLY & CO Healthcare 799.0 $735K 0.20% -60.0 -7.0% $920.07 +9.4%
56 ITW ILLINOIS TOOL WKS INC Industrials 2,761.0 $722K 0.20% -80.0 -2.8% $261.47 -4.1%
57 UPS UNITED PARCEL SVCS INC Industrials 6,701.0 $659K 0.18% -759.0 -10.2% $98.38 +0.0%
58 ADI ANALOG DEVICES INC Technology 2,033.0 $647K 0.18% -375.0 -15.6% $318.14 +31.2%
59 FRT FEDERAL RLTY INVT TR NEW Real Estate 6,049.0 $641K 0.18% -38.0 -0.6% $106.02 +7.4%
60 TXN TEXAS INSTRS INC Technology 3,147.0 $611K 0.17% -611.0 -16.3% $194.15 +57.8%
Page 3 of 6  ·  116 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%