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CIK: 0001887409
Total reported value
$416.2M
$416.2M
327 檔
14.8%
At the close of Q1 2026, Revisor Wealth Management LLC disclosed equity holdings valued at approximately $416.2M, spread across 327 reported holdings.
Revisor Wealth Management LLC executed strategic sector rebalancing during Q1 2026, establishing 27 new positions while fully exiting 29 holdings and trimming 68 positions.
Showing top 200 holdings (of 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.11% | -1.07% | +7.69% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.02% | -18.19% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 3.05% | -0.30% | -1.85% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.65% | +0.04% | -3.61% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.47% | -0.93% | -11.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.23% | +7.23% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.44% | +0.15% | -5.88% | |
| 8 | DVYE | Ishares Emerging Markets Div | ETF-Emerging Markets | 2.12% | -0.42% | -6.81% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.79% | +0.12% | +33.42% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.10% | +19.87% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.52% | -0.37% | -0.20% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | -0.02% | +22.58% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.32% | -0.36% | +0.09% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | -0.01% | +9.72% | |
| 15 | CINF | Cincinnati Financial CORP | Stock-Financials | 1.20% | +0.02% | +0.12% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.04% | +0.06% | -12.14% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.04% | -1.41% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.26% | -3.56% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.88% | -0.02% | -25.20% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.88% | +0.03% | +1.78% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | -0.03% | +7.66% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.02% | -5.14% | |
| 23 | BIBL | Inspire 100 ETF | ETF-Other | 0.81% | -0.02% | -3.41% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | -0.01% | -1.77% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.74% | -0.12% | -16.15% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.74% | -0.10% | -0.44% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.74% | -0.09% | -0.15% | |
| 28 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.74% | -0.12% | -0.22% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.08% | -2.45% | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.69% | -0.13% | +4.05% | |
| 31 | WFC | Wells Fargo & Co | Stock-Financials | 0.66% | -0.07% | -7.20% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.64% | +0.03% | -1.28% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.63% | — | -5.01% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.62% | -0.12% | -3.84% | |
| 35 | ENB | Enbridge Inc | Stock-Energy | 0.59% | -0.08% | -0.18% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | -0.05% | -1.14% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.58% | -0.34% | -24.84% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 0.56% | -0.01% | +6.80% | |
| 39 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.56% | +0.01% | -1.64% | |
| 40 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.54% | +0.06% | -0.69% | |
| 41 | MDT | Medtronic plc | Stock-Healthcare | 0.53% | -0.03% | +0.69% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | +0.02% | +17.68% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.51% | +0.03% | -8.89% | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.49% | -0.04% | +1.06% | |
| 45 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.48% | -0.09% | -9.30% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | +0.02% | +8.97% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | -0.01% | -5.75% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.09% | -2.90% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.12% | -3.40% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.01% | +15.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPSB | Ss Spdr P St C CORP ETF | +0.5% | +33.42% | Add |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | +0.5% | +7.69% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +22.58% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -3.56% | Trim |
| 5 | ELV | Elevance Health Inc | +0.2% | +162.43% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +19.87% | Add |
| 7 | BITB | Bitwise Bitcoin ETF | +0.1% | +167.31% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | +93.15% | Add |
| 9 | PTL | Inspire 500 ETF | +0.1% | +235.38% | Add |
| 10 | ARGT | Global X Msci Argentina ETF | +0.1% | +167.90% | Add |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +36.84% | Add |
| 12 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +151.51% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +41.73% | Add |
| 14 | BLES | Inspire Global Hope ETF | +0.1% | +139.75% | Add |
| 15 | ICVT | Ishares Convertible Bond ETF | +0.1% | +54.20% | Add |
| 16 | BKNG | Booking Holdings Inc | +0.1% | +68.33% | Add |
| 17 | COPX | Global X Copper Miners ETF | +0.1% | +53.55% | Add |
| 18 | ENB | Enbridge Inc | +0.1% | -0.18% | Trim |
| 19 | MU | Micron Technology Inc | +0.1% | +25.23% | Add |
| 20 | GEV | GE Vernova Inc | +0.1% | +18.77% | Add |
| 21 | VZ | Verizon Communications Inc | +0.1% | +3.33% | Add |
| 22 | ETR | Entergy CORP | +0.1% | +0.25% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +17.68% | Add |
| 24 | GROZ | Zacks Focus Growth ETF | +0.1% | +113.02% | Add |
| 25 | COP | Conocophillips | +0.1% | -7.88% | Trim |
| 26 | ATO | Atmos Energy CORP | +0.1% | +27.95% | Add |
| 27 | MCD | Mcdonald's CORP | +0.1% | -0.20% | Trim |
| 28 | AIRR | First Trust Rba American Ind | +0.1% | +92.83% | Add |
| 29 | AMD | Advanced Micro Devices | +0.1% | +134.39% | Add |
| 30 | CDE | Coeur Mining Inc | +0.1% | +107.25% | Add |
| 31 | CLS | Celestica Inc | +0.1% | +35.58% | Add |
| 32 | EWZ | Ishares Msci Brazil ETF | +0.1% | +2.71% | Add |
| 33 | APD | Air Products & Chemicals Inc | +0.1% | +0.80% | Add |
| 34 | JNJ | Johnson & Johnson | +0.1% | +2.48% | Add |
| 35 | DUK | Duke Energy CORP | +0.1% | -0.46% | Trim |
| 36 | CTAS | Cintas CORP | +0.1% | +36.09% | Add |
| 37 | SSRM | Ssr Mining Inc | 0% | +17.77% | Add |
| 38 | CVX | Chevron CORP | 0% | -3.84% | Trim |
| 39 | NEM | Newmont CORP | 0% | +64.86% | Add |
| 40 | B | Barrick Mining CORP | 0% | +56.43% | Add |
| 41 | WEAT | Teucrium Wheat Fund | 0% | +13.89% | Add |
| 42 | SPHY | Ss Spdr P High Yield ETF | 0% | +17.69% | Add |
| 43 | GDX | Vaneck Gold Miners ETF | 0% | +38.13% | Add |
| 44 | DOV | Dover CORP | 0% | +20.06% | Add |
| 45 | MGV | Vanguard Mega Cap Value ETF | 0% | +6.80% | Add |
| 46 | VB | Vanguard Small-cap ETF | 0% | +8.97% | Add |
| 47 | STRL | Sterling Infrastructure Inc | 0% | +28.90% | Add |
| 48 | TTMI | Ttm Technologies | 0% | +17.80% | Add |
| 49 | CAH | Cardinal Health Inc | 0% | +12.17% | Add |
| 50 | EIX | Edison International | 0% | -3.98% | Trim |
According to official SEC Form 13F filings, Revisor Wealth Management LLC reported a total U.S. public equity portfolio value of $416.2M across 327 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHZ, AAPL, VCIT) accounted for 14.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBD
市值: $720.4K
Top Position Liquidated / Trimmed
CTA
前期市值: $936.9K
During Q1 2026, Revisor Wealth Management LLC's top holdings by market value included SCHZ (5.1%)、AAPL (3.7%)、VCIT (3.0%). The largest single position, SCHZ, represented 5.1% of total portfolio value.
In Q1 2026, Revisor Wealth Management LLC made 199 total portfolio adjustments, initiating 27 new buys, adding to 75 positions, trimming 68 holdings, and fully liquidating 29 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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