Revisor Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Akron, OH
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
371
Total value ($000)
$416,170
Net value change ($000)
+54,103 (14.9%)
New positions
66
Sold out positions
21
Turnover %
7.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 3,702 279.4%
STIP 2,254 NEW
SPEM 1,929 21.8%
AAPL 1,906 14.3%
CRDO 1,839 206.6%
VIGI 1,596 16.7%
SPSB 1,468 22.6%
AMZN 1,306 22.3%
AMD 943 231.1%
FNDF 914 NEW
Top Reduces (Value $000, Stocks/ETFs)
VCLT -2,526 -28.3%
SCHZ -1,719 -9.3%
IGIB -1,112 -52.8%
SBUX -880 -73.2%
CRM -791 -16.5%
MCD -726 -13.2%
EWZ -689 -49.9%
XOM -613 -18.7%
DVYE -583 -7.6%
INDA -565 -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