Revisor Wealth Management LLC
- SEC CIK
- 0001887409
- Latest filing
- Jul 21, 2026
The latest 13F from Revisor Wealth Management LLC covers Q2 2026 (filed Jul 21, 2026): 371 long positions worth $416.2M. The top 10 holdings make up 24.8% of the portfolio, and the largest is Schwab US Aggregate Bond ETF at 4.0%. Livermore has 14 filings on Form 13F from this institution, going back to Q1 2023.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 65
- Est. +$23.5M
- Added
- 149
- Est. +$24.7M
- Reduced
- 131
- Est. −$16.2M
- Sold out
- 21
- Est. −$5.23M
Top 5 holdings
Share of this quarter's portfolio value
- Schwab US Aggregate Bond ETF8085248394.0%$16.8M
- AAPLApple Inc.
- Vanguard Intermediate-Term Corporate Bond ETF92206C8702.8%$11.4M
- Vanguard Whitehall FDS9219468102.7%$11.2M
- SPDR Index Shs FDS78463X5092.6%$10.8M
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr46429B747+$2.25MNew
- State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474+$1.48MAdded
- Vanguard Whitehall FDS921946810+$1.05MAdded
- SPDR Index Shs FDS78463X509+$1.01MAdded
- Schwab Fundamental International Equity ETF808524755+$914.4KNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
Biggest sells
Reduced and sold-out positions, by estimated amount sold
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $416.2M
- +$54.1M (+14.9%) vs. prior quarter
- Positions
- 371
- +44 vs. prior quarter
- Top 10 concentration
- 24.8%
- Top 10 as share of value
- Turnover
- 5.5%
- Q2 2026, one quarter
- Average holding period
- 9.3 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2023), so positions held before then are understated.
13F filings by quarter
14 quarters, going back to Q1 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $416.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 21, 2026 | 371 | $416.2M | Schwab US Aggregate Bond ETFAAPLVanguard Intermediate-Term Corporate Bond ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 27, 2026 | 327 | $362.1M | Schwab US Aggregate Bond ETFAAPLVanguard Intermediate-Term Corporate Bond ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 27, 2026 | 330 | $373.5M | Schwab US Aggregate Bond ETFAAPLVanguard Intermediate-Term Corporate Bond ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 15, 2025 | 266 | $289.7M | Schwab US Aggregate Bond ETFAAPLVanguard Whitehall FDS | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 15, 2025 | 271 | $277.3M | Schwab US Aggregate Bond ETFAAPLVanguard Whitehall FDS | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 28, 2025 | 221 | $224.8M | Schwab US Aggregate Bond ETFAAPLVanguard Whitehall FDS | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 20, 2025 | 123 | $108.5M | AAPLSchwab US Aggregate Bond ETFVanguard Whitehall FDS | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 12, 2024 | 175 | $160.0M | AAPLVanguard Intermediate-Term Bond ETFiShares Inc | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 12, 2024 | 159 | $144.0M | AAPLVanguard Intermediate-Term Bond ETFVanguard Whitehall FDS | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 23, 2024 | 187 | $221.2M | Vanguard Intermediate-Term Bond ETFState Street SPDR Portfolio Short Term Corporate Bond ETFVanguard Whitehall FDS | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 10, 2024 | 130 | $86.9M | Vanguard Intermediate-Term Bond ETFSPYVanguard Whitehall FDS | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 16, 2023 | 154 | $117.7M | Vanguard Intermediate-Term Bond ETFState Street SPDR Portfolio Short Term Corporate Bond ETFiShares Inc | vs. Q2 2023 | SEC |
| Q2 2023 | Nov 21, 2023 | 158 | $111.4M | Vanguard Intermediate-Term Bond ETFState Street SPDR Portfolio Short Term Corporate Bond ETFVanguard Dividend Appreciation ETF | vs. Q1 2023 | SEC |
| Q1 2023 | Nov 21, 2023 | 154 | $109.4M | Vanguard Intermediate-Term Bond ETFState Street SPDR Portfolio Short Term Corporate Bond ETFiShares Tr | – | SEC |