Revisor Wealth Management LLC
CIK 1887409
13F filing for Q2 2026・No. 4,382
- Holdings
- US$416.17M
- Quarter change
- +US$54.1M
- Entries
- 371
- Net bought (estimate)
- +US$25.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 65
- Sold out 21
- Cut 134
- Added 147
- Corporate actions 0
- Unchanged 25
Largest holdings
371 stocks worth US$416.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRUS AGGREGATE B | Cut | 726,046 | US$16.79M | 4.04% |
| AAPLAppleCOM | Added | 52,626 | US$15.23M | 3.66% |
| VANGUARD SCOTTSDALE FDSINT-TERM CORP | Added | 138,506 | US$11.45M | 2.75% |
| VANGUARD WHITEHALL FDSINTL DVD ETF | Added | 119,706 | US$11.18M | 2.69% |
| SPDR INDEX SHS FDSST PORT MARK ETF | Added | 207,927 | US$10.77M | 2.59% |
| MSFTMicrosoftCOM | Added | 24,679 | US$9.21M | 2.21% |
| SPSBSPDR SERIES TRUSTST SHOR CORP ETF | Added | 264,926 | US$7.95M | 1.91% |
| AMZNAmazonCOM | Added | 30,045 | US$7.16M | 1.72% |
| ISHARES INCEM MKTS DIV ETF | Cut | 219,995 | US$7.09M | 1.70% |
| VANGUARD SCOTTSDALE FDSLG-TERM COR BD | Cut | 85,111 | US$6.4M | 1.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.