Revisor Wealth Management LLC

CIK

1887409

Location

AKRON, OH

Portfolio Value

Micro $4,303,507

Diversification

Diversified

Filing Date

Global Rank

#3,812 / 8,232 ▲ 153

Top Industry

Consumer Electronics 6.9%

3Y Alpha vs SPY

-7.9%

Period ended 2 months ago

Filed Apr 27, 2026 · 47d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.4%

SPY

+76.5%

Annualised alpha

-7.8%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

217 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.5%

−1.7 pts

Top 5

18.9%

−2.8 pts

Top 10

28.8%

−2.9 pts

HHI

145

Diversified−34

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.2%	$49,385,938	33
Financial Services	12.8%	$26,074,882	27
Consumer Cyclical	12.4%	$25,373,728	14
Industrials	8.4%	$17,107,182	32
Healthcare	8.3%	$16,922,041	26
Consumer Defensive	7.4%	$15,100,407	23
Communication Services	6.7%	$13,619,543	12
Basic Materials	5.5%	$11,164,320	17
Unclassified	5.0%	$10,290,663	11
Energy	4.0%	$8,080,311	7
Utilities	3.3%	$6,733,532	9
Real Estate	2.1%	$4,303,507	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LAC	Lithium Americas Corp.	+27,134	393,552	$1,554,530
BITB	Bitwise Bitcoin ETF	+17,514	27,982	$1,030,017
CDE	Coeur Mining, Inc.	+11,365	21,962	$412,226
FIS	Fidelity National Information Services, Inc.	+7,236	23,550	$1,104,730
CRDO	Credo Technology Group Holding Ltd	+5,709	9,477	$889,605
NVDA	Nvidia Corp	+5,424	29,450	$5,136,080
NUVB	Nuvation Bio Inc.	+5,317	18,520	$79,450
JMIA	Jumia Technologies AG	+5,000	190,350	$1,313,415
AMZN	Amazon Com Inc	+4,660	28,111	$5,854,677
B	Barrick Mining Corp	+4,426	12,269	$500,452
PLTR	Palantir Technologies Inc.	+3,741	7,757	$1,134,693
IBIT	iShares Bitcoin Trust ETF	+2,821	20,738	$796,753
ELV	Elevance Health, Inc.	+2,482	4,010	$1,173,927
SSRM	Ssr Mining Inc.	+2,476	16,409	$482,424
KVUE	Kenvue Inc.	+2,407	18,176	$313,354
LUMN	Lumen Technologies, Inc.	+2,118	37,395	$259,895
WLDN	Willdan Group, Inc.	+1,706	3,466	$265,356
MSFT	Microsoft Corp	+1,611	23,897	$8,845,952
SLV	iShares Silver Trust	+1,432	36,775	$2,505,848
NEM	NEWMONT Corp /DE/	+1,340	3,406	$368,699
CTAS	Cintas Corp	+1,278	4,819	$815,085
HRL	Hormel Foods Corp /De/	+1,149	11,477	$259,954
AMD	Advanced Micro Devices Inc	+1,149	2,004	$407,673
UAMY	United States Antimony Corp	+1,125	13,650	$119,164
MKC	Mccormick & Co Inc	+1,102	8,669	$437,264
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−11,669	52,492	$13,321,944
LYG	Lloyds Banking Group plc	−6,250	246,146	$1,238,114
VISN	Vistance Networks, Inc.	−5,441	15,588	$283,701
GSK	GSK plc	−3,186	31,080	$1,715,305
ALB	Albemarle Corp	−2,457	3,041	$545,950
WFC	Wells Fargo & Company/Mn	−2,344	30,192	$2,403,585
KO	Coca Cola Co	−2,343	24,019	$1,826,644
PPG	Ppg Industries Inc	−2,222	2,639	$282,056
PARR	Par Pacific Holdings, Inc.	−2,170	3,776	$236,528
OMC	Omnicom Group Inc.	−1,376	17,918	$1,349,404
IBKR	Interactive Brokers Group, Inc.	−1,288	6,171	$413,888
SKYW	Skywest Inc	−1,149	2,336	$214,514
BEN	Franklin Resources Inc	−1,095	12,137	$286,675
NDSN	Nordson Corp	−1,086	1,459	$388,181
DFP	Flaherty & Crumrine Dynamic Preferred & Income Fund Inc	−1,055	61,021	$1,224,691
PAGP	Plains Gp Holdings LP	−1,052	17,876	$434,029
NVS	Novartis AG	−1,031	3,426	$523,321
ES	Eversource Energy	−955	11,960	$828,588
SJM	J M SMUCKER Co	−895	3,556	$342,940
TFC	Truist Financial Corp	−850	11,310	$519,920
OKTA	Okta, Inc.	−773	3,274	$257,696
UPS	United Parcel Service Inc	−759	6,701	$659,244
BNY	Bank of New York Mellon Corp	−748	4,058	$481,400
XOM	Exxon Mobil Corp	−713	19,330	$3,279,527
TXN	Texas Instruments Inc	−611	3,147	$610,958
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
GM	General Motors Co	5,755	$428,747
ANRO	Alto Neuroscience, Inc.	17,130	$385,082
LITE	Lumentum Holdings Inc.	513	$360,515
AMCR	Amcor plc	8,671	$344,672
AMRZ	Amrize Ltd	6,032	$337,912
AON	Aon plc	1,036	$334,400
FN	Fabrinet	512	$267,018
ACN	Accenture plc	1,246	$247,069
PL	Planet Labs PBC	8,710	$243,444
TIGO	Millicom International Cellular SA	3,138	$235,161
ETHA	iShares Ethereum Trust ETF	14,547	$230,279
LEU	Centrus Energy Corp	1,200	$208,308
APP	AppLovin Corp	504	$200,592
PLTM	GraniteShares Platinum Trust	10,170	$192,314
USAR	USA Rare Earth, Inc.	11,640	$176,171
BLND	Blend Labs, Inc.	12,422	$21,117
NMTC	NEUROONE MEDICAL TECHNOLOGIES Corp	19,580	$15,213
NXXT	Nextnrg, Inc.	16,400	$6,560
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	11,349	$624,195
ADBE	Adobe Inc.	902	$315,690
KGC	Kinross Gold Corp	9,550	$268,928
U	Unity Software Inc.	6,024	$266,080
SWK	Stanley Black & Decker, Inc.	3,360	$249,580
ETHV	VanEck Ethereum ETF	5,718	$248,389
EBAY	Ebay Inc	2,836	$247,015
ADSK	Autodesk, Inc.	768	$227,335
TMUS	T-Mobile US, Inc.	1,092	$221,719
DAL	Delta Air Lines, Inc.	2,987	$207,297
TTC	Toro Co	2,501	$196,878
PSIX	Power Solutions International, Inc.	3,432	$196,104
NGD	New Gold Inc. /FI	16,710	$145,544
VFF	Village Farms International, Inc.	26,843	$97,976
IMPP	Imperial Petroleum Inc./Marshall Islands	23,370	$84,599
TLS	Telos Corp	16,332	$83,293
CYH	Community Health Systems Inc	26,678	$83,235
FINV	FinVolution Group	13,530	$70,761
CTM	Castellum, Inc.	12,922	$11,668
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

6 positions · $4,303,507 total · Real Estate only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LAMR	Lamar Advertising Co/New Real Estate	Reduced	11,300	-212	$1,431,258	−1.8%	33.26%
AMT	American Tower Corp /Ma/ Real Estate	Added	6,791	+227	$1,171,990	+1.7%	27.23%
FRT	Federal Realty Investment Trust Real Estate	Reduced	6,049	-38	$642,464	+4.7%	14.93%
O	Realty Income Corp Real Estate	Reduced	6,540	-255	$400,117	+4.5%	9.30%
ESS	Essex Property Trust, Inc. Real Estate	Added	1,384	+75	$334,928	−2.2%	7.78%
DOC	Healthpeak Properties, Inc. Real Estate	Added	19,644	+745	$322,750	+6.2%	7.50%