Revisor Wealth Management LLC
All 13F Filings
- Location
- Akron, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 362,067
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 327 | 362,067 | 13F-HR | Revisor Wealth Management LLC |
| Q4 2025 | 1/27/2026 | 330 | 373,508 | 13F-HR | Revisor Wealth Management LLC |
| Q3 2025 | 10/15/2025 | 266 | 289,709 | 13F-HR | Revisor Wealth Management LLC |
| Q2 2025 | 7/15/2025 | 271 | 277,325 | 13F-HR | Revisor Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 210.6 K | 58.2% | 0 | 100 K | -100 K |
| ETFs | 150.4 K | 41.5% | 88.6 K | 0 | 88.6 K |
| Debt | 822 | 0.2% | 41 | 0 | 41 |
| Other | 221 | 0.1% | 0 | 39 | -39 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
362,067
Holdings
327
QoQ value change ($000)
-11,441
(-3.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.