Funds › Revisor Wealth Management LLC
Revisor Wealth Management LLC
13F for Q3 2026, filed Oct 20, 2026. 361 positions worth $404.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 20, 2026
Reported value
$404.1M
−$12.1M (2.9%) vs Q2 2026
Positions
361
371 in Q2 2026
Top 10 share
27.2%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 50,132 | $17.1M | 4.2% | -4.7% | 13F ↗ |
| 2 | Schwab Strategic Tr Us Aggregate B | 743,991 | $16.6M | 4.1% | +2.5% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 23,184 | $12.2M | 3.0% | -6.1% | 13F ↗ |
| 4 | Vanguard Whitehall Fds Etf | 120,260 | $11.6M | 2.9% | +0.5% | 13F ↗ |
| 5 | Vanguard Scottsdale Fds INT-TERM Corp | 146,914 | $11.6M | 2.9% | +6.1% | 13F ↗ |
| 6 | Spdr Index Shs Fds St Port Mark Etf | 217,706 | $11.1M | 2.7% | +4.7% | 13F ↗ |
| 7 | Spdr Series Trust Bond Etf | 266,565 | $7.9M | 2.0% | +0.6% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 30,808 | $7.7M | 1.9% | +2.5% | 13F ↗ |
| 9 | iShares Inc Em Mkts Div Etf | 217,044 | $7.6M | 1.9% | -1.3% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 30,226 | $6.6M | 1.6% | +3.7% | 13F ↗ |
| 11 | CRM Salesforce, Inc. | 25,263 | $6.1M | 1.5% | -0.9% | 13F ↗ |
| 12 | Vanguard Scottsdale Fds LG-TERM Cor Bd | 83,456 | $5.8M | 1.4% | -1.9% | 13F ↗ |
| 13 | CINF Cincinnati Financial Corporation | 27,352 | $4.7M | 1.2% | -0.1% | 13F ↗ |
| 14 | GOOG Alphabet Inc. Class C | 13,434 | $4.5M | 1.1% | +3.6% | 13F ↗ |
| 15 | MU Micron Technology, Inc. | 4,672 | $4.5M | 1.1% | +7.3% | 13F ↗ |
| 16 | TSLA Tesla, Inc. | 12,393 | $4.4M | 1.1% | +4.2% | 13F ↗ |
| 17 | MCD McDonald's Corporation | 18,009 | $4.4M | 1.1% | +1.7% | 13F ↗ |
| 18 | META Meta Platforms, Inc. | 5,949 | $4.2M | 1.1% | +0.4% | 13F ↗ |
| 19 | JPM JPMorgan Chase & Co. | 11,842 | $4.0M | 1.0% | -1.7% | 13F ↗ |
| 20 | Schwab Strategic Tr Us Lcap Gr Etf | 106,720 | $3.8M | 0.9% | -5.1% | 13F ↗ |
| 21 | XOM ExxonMobil Holdings Corporation | 19,693 | $3.4M | 0.8% | New | 13F ↗ |
| 22 | Janus Detroit Str Tr Hendrson Aaa Cl | 67,217 | $3.4M | 0.8% | +82.3% | 13F ↗ |
| 23 | GOOGL Alphabet Inc. Class A | 9,625 | $3.3M | 0.8% | -1.7% | 13F ↗ |
| 24 | Schwab Strategic Tr Intl Eqty Etf | 112,532 | $3.1M | 0.8% | -2.9% | 13F ↗ |
| 25 | Vanguard Specialized Funds Div App Etf | 11,369 | $2.7M | 0.7% | -3.5% | 13F ↗ |
| 26 | iShares Tr Core Intl Aggr | 52,912 | $2.6M | 0.6% | +1.0% | 13F ↗ |
| 27 | BRK-B Berkshire Hathaway Inc. Class B | 4,938 | $2.6M | 0.6% | -5.3% | 13F ↗ |
| 28 | Schwab Strategic Tr Us Tips Etf | 99,964 | $2.5M | 0.6% | +2.6% | 13F ↗ |
| 29 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 3,245 | $2.5M | 0.6% | -7.4% | 13F ↗ |
| 30 | Vanguard World Fd Mrngstr Val Etf | 14,615 | $2.4M | 0.6% | +3.7% | 13F ↗ |
| 31 | BDX Becton, Dickinson and Company | 12,645 | $2.4M | 0.6% | +1.2% | 13F ↗ |
| 32 | iShares Tr 0-5 Yr Tips Etf | 23,410 | $2.4M | 0.6% | +6.1% | 13F ↗ |
| 33 | MDT Medtronic plc. | 25,734 | $2.3M | 0.6% | -1.9% | 13F ↗ |
| 34 | SLV iShares Silver Trust · Ishares | 44,206 | $2.3M | 0.6% | +0.8% | 13F ↗ |
| 35 | WFC Wells Fargo & Company | 28,515 | $2.3M | 0.6% | -4.2% | 13F ↗ |
| 36 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 39,463 | $2.3M | 0.6% | +5.3% | 13F ↗ |
| 37 | iShares Tr 0-3 Mth Treasury | 21,831 | $2.2M | 0.5% | +197% | 13F ↗ |
| 38 | PM Philip Morris International Inc | 11,006 | $2.2M | 0.5% | -25.9% | 13F ↗ |
| 39 | RDDT Reddit, Inc. | 14,443 | $2.2M | 0.5% | +0.3% | 13F ↗ |
| 40 | RCL Royal Caribbean Cruises Ltd. | 7,412 | $2.1M | 0.5% | -0.3% | 13F ↗ |
| 41 | V Visa Inc. | 5,077 | $2.0M | 0.5% | -1.5% | 13F ↗ |
| 42 | SHW Sherwin-Williams Company | 5,725 | $1.9M | 0.5% | -23.4% | 13F ↗ |
| 43 | CRDO Credo Technology Group Holding Ltd | 10,433 | $1.9M | 0.5% | +4.0% | 13F ↗ |
| 44 | KO Coca-Cola Company | 20,573 | $1.9M | 0.5% | -25.0% | 13F ↗ |
| 45 | J P Morgan Exchange Traded F Ultra Shrt Etf | 37,354 | $1.9M | 0.5% | -14.6% | 13F ↗ |
| 46 | Schwab Strategic Tr Us Lrg Cap Etf | 62,398 | $1.9M | 0.5% | +0.5% | 13F ↗ |
| 47 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,322 | $1.9M | 0.5% | -8.7% | 13F ↗ |
| 48 | PLTR Palantir Technologies Inc. | 10,018 | $1.9M | 0.5% | +2.1% | 13F ↗ |
| 49 | ENB Enbridge Inc | 38,676 | $1.8M | 0.5% | -1.1% | 13F ↗ |
| 50 | ELV Elevance Health, Inc. | 4,404 | $1.8M | 0.4% | +6.6% | 13F ↗ |
Showing the top 50 of 361 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
33 new, 127 added to, 177 trimmed, 43 exited, 24 unchanged. By estimated dollars.
New positions (33)
| XOM ExxonMobil Holdings Corporation | 19,693 | New | $3.4M |
| Victory Portfolios II Etf | 25,480 | New | $1.3M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 11,643 | New | $880.8K |
| MPC Marathon Petroleum Corporation | 1,599 | New | $742.2K |
| INTC Intel Corporation | 7,311 | New | $731.3K |
| ARKB ARK 21Shares Bitcoin ETF · Shs Ben Int | 26,538 | New | $725.4K |
| IAU iShares Gold Trust · Ishares New | 7,585 | New | $594.2K |
| iShares Tr Msci Uae Etf | 29,539 | New | $576.7K |
| Victory Portfolios II Vict Fr Grow Etf | 16,173 | New | $530.7K |
| Victory Portfolios II Shares Internatn | 12,670 | New | $450.0K |
Added to (127)
| Janus Detroit Str Tr Hendrson Aaa Cl | 67,217 | +82.3% | $1.5M |
| iShares Tr 0-3 Mth Treasury | 21,831 | +197% | $1.5M |
| HD Home Depot, Inc. | 3,630 | +179% | $700.1K |
| Vanguard Scottsdale Fds INT-TERM Corp | 146,914 | +6.1% | $663.7K |
| GLD SPDR Gold Shares · Gold Shs | 2,834 | +89.3% | $510.4K |
| Spdr Index Shs Fds St Port Mark Etf | 217,706 | +4.7% | $497.5K |
| UBER Uber Technologies, Inc. | 11,767 | +120% | $446.0K |
| Schwab Strategic Tr Us Aggregate B | 743,991 | +2.5% | $399.7K |
| AVGO Broadcom Inc. | 4,650 | +31.0% | $366.6K |
| SNDK Sandisk Corporation | 571 | +76.8% | $366.0K |
Trimmed (177)
| Spdr Series Trust St Str Blo 1 Etf | 17,154 | -56.0% | -$2.0M |
| iShares Tr Conv Bd Etf | 3,321 | -77.9% | -$1.2M |
| Northern Lts Fd Tr IV Inspire 500 Etf | 825 | -84.4% | -$1.2M |
| AAPL Apple Inc. | 50,132 | -4.7% | -$851.6K |
| FBTC Fidelity Wise Origin Bitcoin Fund | 4,872 | -70.9% | -$850.3K |
| Northern Lts Fd Tr IV Inspire Fidelis | 6,035 | -77.3% | -$846.6K |
| Northern Lts Fd Tr IV Inspire Corp Bd | 15,479 | -69.6% | -$821.4K |
| MSFT Microsoft Corporation | 23,184 | -6.1% | -$786.9K |
| Northern Lts Fd Tr IV Inspire Gbl Hope | 5,326 | -75.6% | -$783.5K |
| PM Philip Morris International Inc | 11,006 | -25.9% | -$764.1K |
Exited (43)
| Northern Lts Fd Tr IV Inspire 100 Etf | 56,407 | Exited | -$3.3M |
| Exxon Mobil Corp | 19,464 | Exited | -$2.7M |
| DFP Flaherty & Crumrine Dynamic Preferred & Income Fund Inc | 52,586 | Exited | -$1.1M |
| Northern Lts Fd Tr IV Inspire Capital | 34,316 | Exited | -$1.1M |
| Global X Fds Gb Msci Ar Etf | 10,379 | Exited | -$951.0K |
| Pacer Fds Tr Us Cash Cows 100 | 14,914 | Exited | -$927.6K |
| OKTA Okta, Inc. | 4,757 | Exited | -$649.1K |
| Northern Lts Fd Tr IV Inspire SML/ Mid | 11,489 | Exited | -$577.0K |
| WEAT Teucrium Commodity Tr · Wheat Fd | 23,756 | Exited | -$523.3K |
| INCY Incyte Corporation | 4,526 | Exited | -$513.1K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 20, 2026 | 13F-HR | 361 | $404.1M | Current | SEC ↗ |
| Q2 2026 | Jul 22, 2026 | 13F-HR | 371 | $416.2M | Current | SEC ↗ |
| Q1 2026 | Apr 27, 2026 | 13F-HR | 327 | $362.1M | Current | SEC ↗ |
| Q4 2025 | Jan 27, 2026 | 13F-HR | 330 | $373.5M | Current | SEC ↗ |
| Q3 2025 | Oct 15, 2025 | 13F-HR | 266 | $289.7M | Current | SEC ↗ |
| Q2 2025 | Jul 15, 2025 | 13F-HR | 271 | $277.3M | Current | SEC ↗ |
| Q1 2025 | Apr 28, 2025 | 13F-HR | 221 | $224.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer