Revolve Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1808992 · latest 13F-HR filed 2026-07-09
Revolve Wealth Partners, LLC manages $965.2M in 13F-reported U.S. long-equity assets across 356 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (13.87%), IEFA (5.33%), IVAL (4.48%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 128 new positions, exited 7, added to 163, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1005
HACKENSACK, NJ 047601
$965.2M
Long-equity book
356
Distinct positions
2026-06-30
Filed 2026-07-09
+128 / −7 / ↑163 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$19.7M +17.3%
- EA SERIES TRUST$5.0M +19.1%
- EA SERIES TRUST$4.7M +17.0%
- ISHARES TR$4.1M +8.7%
- MICRON TECHNOLOGY INC$4.0M +272.6%
Top Trims
- UBER TECHNOLOGIES INC-$362.3K -63.2%
- NETFLIX INC.-$281.8K -26.2%
- EXXON MOBIL CORP-$211.8K -11.0%
- PALANTIR TECHNOLOGIES INC-$207.0K -21.6%
- AT&T INC-$182.1K -34.4%
New Positions
- DIMENSIONAL ETF TRUST$6.3M
- EA SERIES TRUST$2.5M
- DIMENSIONAL ETF TRUST$2.4M
- ISHARES TR$1.9M
- DIMENSIONAL ETF TRUST$1.5M
Exited Positions
- HONEYWELL INTL INC$523.3K
- ISHARES TR$251.9K
- NORTHROP GRUMMAN CORP$241.5K
- COMCAST CORP NEW$231.2K
- KROGER CO$217.9K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $133.9M | 13.87% | 361,842 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $51.4M | 5.33% | 532,594 | SH |
| 3 | EA SERIES TRUST | IVAL | 02072L201 | $43.2M | 4.48% | 1,268,919 | SH |
| 4 | EA SERIES TRUST | QMOM | 02072L409 | $32.4M | 3.36% | 411,612 | SH |
| 5 | EA SERIES TRUST | ITAN | 02072L771 | $31.3M | 3.24% | 747,367 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $29.8M | 3.09% | 1,076,142 | SH |
| 7 | CAMBRIA ETF TR | SYLD | 132061201 | $29.6M | 3.07% | 374,169 | SH |
| 8 | SPDR SERIES TRUST | HYMB | 78464A284 | $28.9M | 3.00% | 1,137,661 | SH |
| 9 | APPLE INC | AAPL | 037833100 | $20.7M | 2.14% | 71,400 | SH |
| 10 | SPDR SERIES TRUST | TFI | 78468R721 | $20.6M | 2.13% | 449,303 | SH |
| 11 | WISDOMTREE TR | IQDG | 97717X131 | $19.6M | 2.03% | 454,107 | SH |
| 12 | WISDOMTREE TR | DLN | 97717W307 | $19.1M | 1.98% | 198,080 | SH |
| 13 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $18.7M | 1.94% | 442,818 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $17.5M | 1.81% | 756,987 | SH |
| 15 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $16.2M | 1.68% | 130,028 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.6M | 1.62% | 78,131 | SH |
| 17 | VANECK ETF TRUST | HYD | 92189H409 | $15.4M | 1.60% | 299,809 | SH |
| 18 | ISHARES TR | IVV | 464287200 | $15.4M | 1.59% | 20,525 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $14.3M | 1.48% | 421,950 | SH |
| 20 | ISHARES TR | MUB | 464288414 | $13.2M | 1.37% | 123,079 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $12.1M | 1.26% | 412,375 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $9.8M | 1.01% | 26,190 | SH |
| 23 | RBB FD INC | TBIL | 74933W452 | $9.7M | 1.00% | 194,142 | SH |
| 24 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $9.3M | 0.96% | 130,065 | SH |
| 25 | VANGUARD INDEX FDS | VUG | 922908736 | $7.7M | 0.80% | 89,754 | SH |
| 26 | ALPHABET INC | GOOGL | 02079K305 | $6.7M | 0.69% | 18,709 | SH |
| 27 | AMAZON COM INC | AMZN | 023135106 | $6.6M | 0.68% | 27,651 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $6.3M | 0.66% | 122,778 | SH |
| 29 | ISHARES TR | EFG | 464288885 | $6.3M | 0.65% | 50,284 | SH |
| 30 | INVESCO EXCH TRADED FD TR II | IFLN | 46138E719 | $5.9M | 0.61% | 320,350 | SH |
| 31 | META PLATFORMS INC | META | 30303M102 | $5.8M | 0.60% | 10,259 | SH |
| 32 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.4M | 0.56% | 4,685 | SH |
| 33 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $5.4M | 0.55% | 105,003 | SH |
| 34 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $5.3M | 0.55% | 7,148 | SH |
| 35 | VANGUARD STAR FDS | VXUS | 921909768 | $5.1M | 0.53% | 59,570 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $5.1M | 0.53% | 13,415 | SH |
| 37 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.8M | 0.49% | 8,193 | SH |
| 38 | ALPHABET INC | GOOG | 02079K107 | $4.7M | 0.49% | 13,423 | SH |
| 39 | AMGEN INC | AMGN | 031162100 | $4.7M | 0.49% | 12,937 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.4M | 0.46% | 13,585 | SH |
| 41 | AMERICAN CENTY ETF TR | AVUS | 025072885 | $4.4M | 0.45% | 34,245 | SH |
| 42 | VISA INC | V | 92826C839 | $4.0M | 0.41% | 11,556 | SH |
| 43 | VANGUARD INDEX FDS | VOO | 922908363 | $3.6M | 0.37% | 5,194 | SH |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.6M | 0.37% | 7,113 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $3.5M | 0.36% | 94,251 | SH |
| 46 | VANGUARD INDEX FDS | VO | 922908629 | $3.2M | 0.33% | 39,478 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $3.2M | 0.33% | 87,893 | SH |
| 48 | INVESCO QQQ TR | QQQ | 46090E103 | $3.1M | 0.32% | 4,254 | SH |
| 49 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.1M | 0.32% | 12,023 | SH |
| 50 | EA SERIES TRUST | BOXX | 02072L565 | $3.1M | 0.32% | 26,053 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-09 | $965.2M | 356 | 0002085853-26-000673 |
| 2026-03-31 | 2026-04-13 | $769.9M | 230 | 0002085853-26-000357 |
| 2025-12-31 | 2026-01-20 | $850.7M | 228 | 0002085853-26-000053 |