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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 J P MORGAN EXCHANGE TRADED F 43,722.0 $2.2M 0.53% +2K +4.7% $50.57
22 MDT MEDTRONIC PLC Healthcare 26,224.0 $2.1M 0.50% +4K +18.7% $78.64 +19.0%
23 VB VANGUARD INDEX FDS 6,657.0 $2.0M 0.48% +289.0 +4.5% $303.09 +1.1%
24 BDX BECTON DICKINSON & CO Healthcare 12,492.0 $1.9M 0.45% +1K +10.7% $151.33 +23.1%
25 JAAA JANUS DETROIT STR TR 36,873.0 $1.9M 0.45% +9K +34.5% $50.59 +0.1%
26 ICVT ISHARES TR 15,051.0 $1.8M 0.44% +5K +51.2% $121.74 -4.9%
27 SCHX SCHWAB STRATEGIC TR 62,118.0 $1.8M 0.44% +7K +13.6% $29.43 +3.1%
28 CAT CATERPILLAR INC Industrials 1,612.0 $1.7M 0.41% +25.0 +1.6% $1064.65 -23.8%
29 VBK VANGUARD INDEX FDS 4,678.0 $1.7M 0.41% +2K +62.1% $365.70 -1.6%
30 VUG VANGUARD INDEX FDS 19,385.0 $1.7M 0.40% +17K +588.6% $86.14 +2.1%
31 SYY SYSCO CORP Consumer Defensive 19,283.0 $1.6M 0.39% +186.0 +1.0% $83.58 -1.2%
32 LITHIUM AMERS CORP NEW 416,254.0 $1.6M 0.39% +23K +5.8% $3.85
33 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,130.0 $1.6M 0.38% +120.0 +3.0% $386.73 +3.9%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 8,895.0 $1.6M 0.38% +9K +2835.6% $178.24 +20.5%
35 VEA VANGUARD TAX-MANAGED FDS 21,498.0 $1.5M 0.37% +3K +16.6% $71.25 +2.1%
36 PTL NORTHERN LTS FD TR IV 5,300.0 $1.5M 0.36% +3K +101.8% $286.90 -0.7%
37 VOO VANGUARD INDEX FDS 2,165.0 $1.5M 0.36% +94.0 +4.5% $686.88 +3.0%
38 VBR VANGUARD INDEX FDS 6,115.0 $1.5M 0.36% +118.0 +2.0% $242.99 +3.2%
39 QQQM INVESCO EXCH TRADED FD TR II 4,876.0 $1.5M 0.35% +1K +42.0% $302.95 -2.6%
40 JNJ JOHNSON & JOHNSON Healthcare 5,622.0 $1.4M 0.34% +909.0 +19.3% $253.98 +7.3%
Page 2 of 8  ·  146 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%