Revisor Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
327
Total value ($000)
$362,067
Net value change ($000)
-11,441 (-3.1%)
New positions
30
Sold out positions
33
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPSB 1,597 32.7%
SCHZ 1,191 6.9%
IBD 720 NEW
NVDA 689 15.5%
XOM 689 26.7%
ELV 620 111.9%
BITB 523 103.2%
PLTR 467 69.9%
PTL 458 226.7%
GM 429 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,713 -16.9%
VCLT -1,440 -13.9%
MSFT -1,307 -12.9%
RDDT -1,284 -39.8%
BIL -1,074 -25.1%
GOOGL -1,074 -22.2%
CRM -1,070 -18.3%
JMIA -1,034 -44.1%
SPEM -949 -9.7%
CTA -937 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type