Revisor Wealth Management LLC
Sector Allocation
- Other40.3%$162.7M
- Technology21.3%$86.0M
- Financials10.7%$43.4M
- Consumer Discretionary6.8%$27.7M
- Healthcare4.8%$19.4M
- Industrials3.7%$14.9M
- Consumer Staples3.6%$14.4M
- Materials2.7%$10.7M
- Energy2.6%$10.5M
- Utilities1.4%$5.7M
AUM History
13fpro.ai/research/fund/revisor-wealth-management-llc-1887409
Conviction and streaks
Concentrating · top 10 = 27.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$17.1M- SCHWAB$16.6M
MSFT
$12.2M- VANGUARD$11.6M
- VANGUARD$11.6M
- SPDR$11.1M
- SPDR$7.9M
AMZN
$7.7M- ISHARES$7.6M
NVDA
$6.6MCRM
$6.1M- VANGUARD$5.8M
CINF
$4.7MGOOG
$4.5MMU
$4.5MTSLA
$4.4MMCD
$4.4MMETA
$4.2MJPM
$4.0M- SCHWAB$3.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/revisor-wealth-management-llc-1887409
Revisor Wealth Management LLC 13F holdings — Q3 2026
$404.1M portfolio (-2.9% QoQ) · 361 holdings · Q3 2026 13F · top 10 are 27% of the stock portfolio
$17.1M
4.2% of stocks
-5%This quarter+1.3%Since filed11+ qtrsHeld- 2
SCHWAB STRATEGIC TR - US AGGREGATE B
$16.6M
4.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $12.2M
3.0% of stocks
-6%This quarter+0.1%Since filed11+ qtrsHeld- 4
VANGUARD WHITEHALL FDS - INTL DVD ETF
$11.6M
2.9% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$11.6M
2.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR INDEX SHS FDS - ST PORT MARK ETF
$11.1M
2.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST SHOR CORP ETF
$7.9M
2.0% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— $7.7M
1.9% of stocks
+3%This quarter-5.2%Since filed11+ qtrsHeld- 9
ISHARES INC - EM MKTS DIV ETF
$7.6M
1.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $6.6M
1.6% of stocks
+4%This quarter-0.2%Since filed11+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $17.1M | 4.2% | -5% | +1.3% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | SCHWAB STRATEGIC TR - US AGGREGATE B | $16.6M | 4.1% | +2% | — | — | — | — | |
| 3 | $12.2M | 3.0% | -6% | +0.1% | 11+ qtrs | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | VANGUARD WHITEHALL FDS - INTL DVD ETF | $11.6M | 2.9% | +0.5% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $11.6M | 2.9% | +6% | — | — | — | — | |
| 6 | SPDR INDEX SHS FDS - ST PORT MARK ETF | $11.1M | 2.7% | +5% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST SHOR CORP ETF | $7.9M | 2.0% | +0.6% | — | — | — | — | |
| 8 | $7.7M | 1.9% | +3% | -5.2% | 11+ qtrsAdded 7 qtrs in a row | 67.5#363 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES INC - EM MKTS DIV ETF | $7.6M | 1.9% | -1% | — | — | — | — | |
| 10 | $6.6M | 1.6% | +4% | -0.2% | 11+ qtrs | 86.0#3 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Revisor Wealth Management LLC (Q3 2026)
361 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Salesforce, Inc. | Technology | $6.1M | 1.5% | 25K | -0.9% | 7 qtrs | 76.4 | 13F | |
| 12 | — | VANGUARD SCOTTSDALE FDS - LG-TERM COR BDetf/fund | — | $5.8M | 1.4% | 83K | -2% | — | — | 13F |
| 13 | CINCINNATI FINANCIAL CORP | Financials | $4.7M | 1.2% | 27K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Alphabet Inc. | Technology | $4.5M | 1.1% | 13K | +4% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | MICRON TECHNOLOGY INC | Technology | $4.5M | 1.1% | 4,672 | +7% | 4 qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Tesla, Inc. | Consumer Discretionary | $4.4M | 1.1% | 12K | +4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MCDONALDS CORP | Consumer Discretionary | $4.4M | 1.1% | 18K | +2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $4.2M | 1.1% | 5,949 | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JPMORGAN CHASE & CO | Financials | $4.0M | 1.0% | 12K | -2% | 7 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund | — | $3.8M | 0.9% | 107K | -5% | — | — | 13F |
| 21 | EXXON MOBIL CORP | Energy | $3.4M | 0.8% | 20K | +1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $3.4M | 0.8% | 67K | +82% | — | — | 13F |
| 23 | Alphabet Inc. | Technology | $3.3M | 0.8% | 9,625 | -2% | 11+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $3.1M | 0.8% | 113K | -3% | — | — | 13F |
| 25 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund | — | $2.7M | 0.7% | 11K | -4% | — | — | 13F |
| 26 | — | ISHARES TR - CORE INTL AGGR | — | $2.6M | 0.7% | 53K | +1.0% | |||
| 27 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.6M | 0.6% | 4,938 | -5% | |||
| 28 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $2.5M | 0.6% | 100K | +3% | |||
| 29 | $SPY | SPDR S&P 500 ETF TRUST | — | $2.5M | 0.6% | 3,245 | -7% | |||
| 30 | — | VANGUARD WORLD FD - MRNGSTR VAL ETF | — | $2.4M | 0.6% | 15K | +4% | |||
| 31 | $BDX | BECTON DICKINSON & CO | Healthcare | $2.4M | 0.6% | 13K | +1% | |||
| 32 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $2.4M | 0.6% | 23K | +6% | |||
| 33 | $MDT | Medtronic plc | Healthcare | $2.3M | 0.6% | 26K | -2% | |||
| 34 | $SLV | iShares Silver Trust | Financials | $2.3M | 0.6% | 44K | +0.8% | |||
| 35 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.3M | 0.6% | 29K | -4% | |||
| 36 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $2.3M | 0.6% | 39K | +5% | |||
| 37 | — | ISHARES TR - 0-3 MTH TREASURY | — | $2.2M | 0.5% | 22K | +197% | |||
| 38 | $PM | Philip Morris International Inc. | Consumer Staples | $2.2M | 0.5% | 11K | -26% | |||
| 39 | $RDDT | Reddit, Inc. | Technology | $2.2M | 0.5% | 14K | +0.3% | |||
| 40 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $2.1M | 0.5% | 7,412 | -0.3% | |||
| 41 | $V | VISA INC. | Financials | $2.0M | 0.5% | 5,077 | -2% | |||
| 42 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.9M | 0.5% | 5,725 | -23% | |||
| 43 | $CRDO | Credo Technology Group Holding Ltd | Technology | $1.9M | 0.5% | 10K | +4% | |||
| 44 | $KO | COCA COLA CO | Consumer Staples | $1.9M | 0.5% | 21K | -25% | |||
| 45 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $1.9M | 0.5% | 37K | -15% | |||
| 46 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $1.9M | 0.5% | 62K | +0.5% | |||
| 47 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.9M | 0.5% | 4,322 | -9% | |||
| 48 | $PLTR | Palantir Technologies Inc. | Technology | $1.9M | 0.5% | 10K | +2% | |||
| 49 | $ENB | ENBRIDGE INC | Energy | $1.8M | 0.5% | 39K | -1% | |||
| 50 | $ELV | Elevance Health, Inc. | Healthcare | $1.8M | 0.5% | 4,404 | +7% | |||
| 51 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $1.7M | 0.4% | 4,655 | -6% | |||
| 52 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $1.7M | 0.4% | 24K | -13% | |||
| 53 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $1.7M | 0.4% | 19K | -3% | |||
| 54 | — | VANGUARD INDEX FDS - MRNGSTR SML CAP | — | $1.6M | 0.4% | 5,712 | -14% | |||
| 55 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.4% | 5,428 | +11% | |||
| 56 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.6M | 0.4% | 17K | -56% | |||
| 57 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $1.6M | 0.4% | 6,626 | +8% | |||
| 58 | $AVGO | Broadcom Inc. | Technology | $1.5M | 0.4% | 4,650 | +31% | |||
| 59 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.4% | 22K | +0.2% | |||
| 60 | $GSK | GSK plc | Healthcare | $1.5M | 0.4% | 31K | -0.3% | |||
| 61 | $SYY | SYSCO CORP | Consumer Discretionary | $1.5M | 0.4% | 18K | -5% | |||
| 62 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $1.4M | 0.3% | 8,785 | -1% | |||
| 63 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $1.4M | 0.3% | 18K | +2% | |||
| 64 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.4M | 0.3% | 1,932 | +3% | |||
| 65 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.4M | 0.3% | 3,444 | -3% | |||
| 66 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.4M | 0.3% | 1,951 | -10% | |||
| 67 | $OMC | OMNICOM GROUP INC. | Communication Services | $1.4M | 0.3% | 18K | +0.2% | |||
| 68 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $1.4M | 0.3% | 17K | +9% | |||
| 69 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.4M | 0.3% | 8,581 | +7% | |||
| 70 | $AXP | AMERICAN EXPRESS CO | Financials | $1.3M | 0.3% | 4,274 | +2% | |||
| 71 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $1.3M | 0.3% | 25K | New | |||
| 72 | $LYG | Lloyds Banking Group plc | Financials | $1.3M | 0.3% | 241K | -1% | |||
| 73 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $1.3M | 0.3% | 11K | -6% | |||
| 74 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.3M | 0.3% | 40K | -7% | |||
| 75 | $APD | Air Products & Chemicals, Inc. | Materials | $1.3M | 0.3% | 4,480 | — | |||
| 76 | $WMT | Walmart Inc. | Consumer Staples | $1.3M | 0.3% | 11K | -8% | |||
| 77 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $1.3M | 0.3% | 9,777 | -2% | |||
| 78 | $ACN | Accenture plc | Technology | $1.3M | 0.3% | 6,161 | +3% | |||
| 79 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.3M | 0.3% | 4,987 | -11% | |||
| 80 | $GE | GENERAL ELECTRIC CO | Industrials | $1.3M | 0.3% | 3,997 | +2% | |||
| 81 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.3M | 0.3% | 3,663 | -8% | |||
| 82 | $CAT | CATERPILLAR INC | Industrials | $1.2M | 0.3% | 1,689 | +5% | |||
| 83 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.3% | 2,146 | -8% | |||
| 84 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.2M | 0.3% | 2,628 | +0.8% | |||
| 85 | — | ISHARES TR - CORE S&P500 ETF | — | $1.2M | 0.3% | 1,567 | -2% | |||
| 86 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.2M | 0.3% | 25K | -29% | |||
| 87 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.2M | 0.3% | 12K | +14% | |||
| 88 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $1.1M | 0.3% | 6,516 | -1% | |||
| 89 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $1.1M | 0.3% | 3,395 | -27% | |||
| 90 | $JMIA | Jumia Technologies AG | Consumer Discretionary | $1.1M | 0.3% | 190K | — | |||
| 91 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.3% | 3,630 | +179% | |||
| 92 | $GLD | SPDR GOLD TRUST | Financials | $1.1M | 0.3% | 2,834 | +89% | |||
| 93 | $CCZ | COMCAST CORP | Communication Services | $1.0M | 0.3% | 47K | -8% | |||
| 94 | $ABBV | AbbVie Inc. | Healthcare | $1.0M | 0.3% | 3,559 | +5% | |||
| 95 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | — | $1.0M | 0.3% | 36K | -9% | |||
| 96 | $LAC | LITHIUM AMERICAS CORP. | Materials | $1.0M | 0.3% | 416K | +0.0% | |||
| 97 | $ETR | ENTERGY CORP /DE/ | Utilities | $990K | 0.2% | 9,688 | -2% | |||
| 98 | $BLK | BlackRock, Inc. | Financials | $976K | 0.2% | 889 | -1% | |||
| 99 | $CVX | CHEVRON CORP | Energy | $968K | 0.2% | 4,342 | +4% | |||
| 100 | $AMGN | AMGEN INC | Healthcare | $963K | 0.2% | 2,265 | -26% | |||
| 101 | $DUK | Duke Energy CORP | Utilities | $933K | 0.2% | 7,880 | -14% | |||
| 102 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $913K | 0.2% | 17K | -2% | |||
| 103 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $911K | 0.2% | 20K | -3% | |||
| 104 | $BITB | Bitwise Bitcoin ETF | Financials | $910K | 0.2% | 21K | -37% | |||
| 105 | — | ISHARES TR - ISHS 5-10YR INVT | — | $899K | 0.2% | 18K | -5% | |||
| 106 | $PFE | PFIZER INC | Healthcare | $892K | 0.2% | 31K | +1% | |||
| 107 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $889K | 0.2% | 18K | -6% | |||
| 108 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $881K | 0.2% | 12K | New | |||
| 109 | — | NYLIM ETF TR - FTSE INTL EQTY C | — | $871K | 0.2% | 24K | -2% | |||
| 110 | $COP | CONOCOPHILLIPS | Energy | $869K | 0.2% | 6,363 | -8% | |||
| 111 | $TXN | TEXAS INSTRUMENTS INC | Technology | $868K | 0.2% | 3,121 | — | |||
| 112 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $865K | 0.2% | 18K | -6% | |||
| 113 | $OTIS | Otis Worldwide Corp | Industrials | $864K | 0.2% | 13K | +28% | |||
| 114 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $861K | 0.2% | 19K | — | |||
| 115 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $858K | 0.2% | 5,834 | -5% | |||
| 116 | $ICE | Intercontinental Exchange, Inc. | Financials | $857K | 0.2% | 5,463 | +37% | |||
| 117 | $LLY | ELI LILLY & Co | Healthcare | $853K | 0.2% | 691 | -3% | |||
| 118 | $CTAS | CINTAS CORP | Consumer Discretionary | $847K | 0.2% | 4,006 | -21% | |||
| 119 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $843K | 0.2% | 3,341 | -21% | |||
| 120 | $SNDK | Sandisk Corp | Technology | $843K | 0.2% | 571 | +77% | |||
| 121 | $HWM | Howmet Aerospace Inc. | Materials | $839K | 0.2% | 3,798 | +0.6% | |||
| 122 | $UBER | Uber Technologies, Inc | Technology | $818K | 0.2% | 12K | +120% | |||
| 123 | $LIN | LINDE PLC | Materials | $807K | 0.2% | 1,625 | -8% | |||
| 124 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $805K | 0.2% | 11K | -0.2% | |||
| 125 | $FIS | Fidelity National Information Services, Inc. | Financials | $801K | 0.2% | 23K | -4% | |||
| 126 | $ES | EVERSOURCE ENERGY | Utilities | $792K | 0.2% | 12K | +1% | |||
| 127 | $HII | HUNTINGTON INGALLS INDUSTRIES, INC. | Industrials | $782K | 0.2% | 2,904 | -1% | |||
| 128 | $ETN | Eaton Corp plc | Industrials | $778K | 0.2% | 1,949 | +59% | |||
| 129 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $772K | 0.2% | 7,371 | -4% | |||
| 130 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $761K | 0.2% | 8,470 | +55% | |||
| 131 | $MPC | Marathon Petroleum Corp | Energy | $742K | 0.2% | 1,599 | New | |||
| 132 | $DPZ | DOMINOS PIZZA INC | Consumer Discretionary | $739K | 0.2% | 2,426 | -6% | |||
| 133 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $738K | 0.2% | 3,341 | -0.4% | |||
| 134 | $NFLX | NETFLIX INC | Communication Services | $737K | 0.2% | 11K | +87% | |||
| 135 | $INTC | INTEL CORP | Technology | $731K | 0.2% | 7,311 | New | |||
| 136 | $MRK | Merck & Co., Inc. | Healthcare | $731K | 0.2% | 5,012 | -15% | |||
| 137 | $ADI | ANALOG DEVICES INC | Technology | $729K | 0.2% | 1,840 | -3% | |||
| 138 | $GEV | GE Vernova Inc. | Industrials | $729K | 0.2% | 790 | -0.8% | |||
| 139 | $ARKB | Ark 21Shares Bitcoin ETF | Financials | $725K | 0.2% | 27K | New | |||
| 140 | $CLS | CELESTICA INC | Technology | $712K | 0.2% | 2,148 | -18% | |||
| 141 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $708K | 0.2% | 3,593 | -16% | |||
| 142 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $706K | 0.2% | 3,059 | -21% | |||
| 143 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $696K | 0.2% | 31K | -11% | |||
| 144 | $EMR | EMERSON ELECTRIC CO | Industrials | $690K | 0.2% | 4,283 | -4% | |||
| 145 | — | ISHARES INC - MSCI BRAZIL ETF | — | $675K | 0.2% | 17K | -15% | |||
| 146 | — | VANGUARD INDEX FDS - MRNGSTR MD CP VA | — | $675K | 0.2% | 3,298 | +10% | |||
| 147 | $WT | WisdomTree, Inc. | Financials | $667K | 0.2% | 6,963 | — | |||
| 148 | $MA | Mastercard Inc | Financials | $641K | 0.2% | 1,064 | +18% | |||
| 149 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | — | $631K | 0.2% | 3,639 | +20% | |||
| 150 | $SPGI | S&P Global Inc. | Financials | $619K | 0.1% | 1,465 | +13% |
What changed in Q3 2026
Against the previous quarter's 13F: 32 new, 128 added to, 177 trimmed, 42 sold out. Share-count changes; largest moves by dollar size first.
New positions (32)
- VICTORY PORTFOLIOS II - SHS FR CA FL ETF$1.3M
first bought this quarter
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF$881K
first bought this quarter
$MPCMarathon Petroleum Corp$742K
first bought this quarter
$INTCINTEL CORP$731K
first bought this quarter
$ARKBArk 21Shares Bitcoin ETF$725K
first bought this quarter
$IAUISHARES GOLD TRUST$594K
first bought this quarter
+26 more in the Excel export
Added to (128)
- JANUS DETROIT STR TR - HENDRSON AAA CL+82%
now $3.4M
- ISHARES TR - 0-3 MTH TREASURY+197%
now $2.2M
$HDHOME DEPOT, INC.+179%
now $1.1M · held 7 qtrs
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+6%
now $11.6M
$GLDSPDR GOLD TRUST+89%
now $1.1M · held 7 qtrs, 5 adds in a row
- SPDR INDEX SHS FDS - ST PORT MARK ETF+5%
now $11.1M
+122 more in the Excel export
Trimmed (177)
- SPDR SERIES TRUST - ST STR BLO 1 ETF-56%
now $1.6M
- ISHARES TR - CONV BD ETF-78%
now $349K
- NORTHERN LTS FD TR IV - INSPIRE 500 ETF-84%
now $222K
now $17.1M · held 11+ qtrs
$FBTCFidelity Wise Origin Bitcoin Fund-71%
now $350K
- NORTHERN LTS FD TR IV - INSPIRE FIDELIS-77%
now $248K
+171 more in the Excel export
Sold out (42)
- NORTHERN LTS FD TR IV - INSPIRE 100 ETFwas $3.3M
$DFPFlaherty & Crumrine Dynamic Preferred & Income Fund Incwas $1.1M
held 10+ qtrs
- NORTHERN LTS FD TR IV - INSPIRE CAPITALwas $1.1M
- GLOBAL X FDS - GB MSCI AR ETFwas $951K
- PACER FDS TR - US CASH COWS 100was $928K
$OKTAOkta, Inc.was $649K
+36 more in the Excel export
Holdings by quarter
Every 13F Revisor Wealth Management LLC has filed, 14 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Revisor Wealth Management's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-0.5%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 22% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Revisor Wealth Management LLC disclosed 361 positions worth $404.1M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 4.2% of the equity portfolio. During the quarter the fund opened 32 new positions and exited 42. The portfolio is most concentrated in Other (40.3% of disclosed assets). All figures are sourced directly from Revisor Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1887409.
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AI-Powered Hedge Fund Analysis: Revisor Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Revisor Wealth Management LLC (SEC CIK: 1887409), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Revisor Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.