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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 2 of 19  ·  371 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 9,796.0 $3.5M 0.84% -577.0 -5.6% $357.36 -3.7%
22 META META PLATFORMS INC Communication Services 5,923.0 $3.3M 0.80% +641.0 +12.1% $563.23 -3.5%
23 BIBL NORTHERN LTS FD TR IV 56,407.0 $3.3M 0.79% -6K -9.3% $57.98 -3.3%
24 SCHF SCHWAB STRATEGIC TR 115,942.0 $3.2M 0.77% +1K +1.2% $27.70 +1.3%
25 VIG VANGUARD SPECIALIZED FUNDS 11,787.0 $2.8M 0.67% +1K +10.2% $236.61 +3.3%
26 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 10,036.0 $2.7M 0.66% +559.0 +5.9% $271.95 -9.6%
27 PM PHILIP MORRIS INTL INC Consumer Defensive 14,848.0 $2.7M 0.65% -1K -7.8% $181.65 +3.3%
28 XOM EXXON MOBIL CORP Energy 19,464.0 $2.7M 0.64% +134.0 +0.7% $136.72 +21.1%
29 IAGG ISHARES TR 52,409.0 $2.7M 0.64% -1K -2.1% $50.60 -1.6%
30 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%
31 BERKSHIRE HATHAWAY INC DEL 5,212.0 $2.6M 0.63% -156.0 -2.9% $500.39
32 SCHP SCHWAB STRATEGIC TR 97,478.0 $2.6M 0.62% -4K -3.5% $26.50 -2.1%
33 SHW SHERWIN WILLIAMS CO Basic Materials 7,476.0 $2.6M 0.62% -843.0 -10.1% $344.35 +0.3%
34 RDDT REDDIT INC Communication Services 14,400.0 $2.5M 0.60% $173.58 -8.8%
35 WFC WELLS FARGO & CO Financial Services 29,755.0 $2.5M 0.59% -437.0 -1.4% $82.64 +5.8%
36 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,432.0 $2.4M 0.57% $317.53 -5.5%
37 SLV ISHARES SILVER TR Financial Services 43,836.0 $2.3M 0.56% +7K +19.2% $53.47 +7.4%
38 MGV VANGUARD WORLD FD 14,097.0 $2.3M 0.55% $163.45 +3.0%
39 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,733.0 $2.3M 0.54% -50.0 -1.1% $478.12 -13.5%
40 STIP ISHARES TR 22,063.0 $2.3M 0.54% NEW $102.16 -1.3%
Page 2 of 19  ·  371 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%