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Revolve Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1808992 · latest 13F-HR filed 2026-07-09

Backtest portfolio

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 and exited 7; 163 existing positions rose in reported value and 21 fell.

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.

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AUM
$965.2M

Long-equity book

Holdings
356

Distinct positions

Period
2026-06-30

Filed 2026-07-09

Q/Q Activity
+128 / −7 / ↑163 / ↓21

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VTI13.9% · +2%IEFA5.4% · +2%IVAL4.5% · +2%QMOM3.4% · +2%ITAN3.3% · +2%SCHF3.1% · +2%SYLD3.1% · +3%HYMB3.0% · +4%AAPL2.1% · +5%TFI2.1% · +2%IQDG2.0% · +5%DLN2.0% · +0%DFCF1.9% · +2%SCHZ1.8% · +2%AVUV1.7% · +3%NVDA1.6% · +9%HYD1.6% · +2%IVV1.6% · +14%SCHG1.5% · -0%MUB1.4% · +9%SCHX1.3% · -0%MSFT1.0% · +4%TBIL1.0% · +47%VEA1.0% · +1%VUG0.8% · +500%GOOGL0.7% · +4%AMZN0.7% · +14%DFAU0.7% · newEFG0.7% · -2%IFLN0.6% · +2%META0.6% · +15%MU0.6% · +9%JMST0.6% · +114%SPY0.6% · +13%VXUS0.5% · +0%AVGO0.5% · +34%AMD0.5% · +5%GOOG0.5% · +30%AMGN0.5% · -3%JPM0.5% · +6%AVUS0.5% · +115%V0.4% · -1%VOO0.4% · -8%BRK.B0.4% · +4%SCHM0.4% · -3%VO0.3% · +299%SCHA0.3% · -1%QQQ0.3% · -8%JNJ0.3% · +53%BOXX0.3% · +5%SCHD0.3% · -0%IWM0.3% · -1%EFV0.3% · -2%COMP0.3% · 0%DFSI0.3% · -2%TSLA0.3% · +2%IJR0.3% · -1%IXUS0.3% · -1%MDY0.3% · 0%AAUA0.3% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 18, 2026.

Assets Under Management
$1.42B
Discretionary
$1.42B
Employees
19
Accounts
2,450
Address
411 HACKENSACK AVENUE
SUITE 1005
HACKENSACK, NJ 07601
Phone
(201) 373-2163
Website
Mailing Address
411 HACKENSACK AVENUE SUITE 1005, HACKENSACK, NJ, 07601
Name Title / Status Ownership Type
ISRAEL, MICHAEL, SCOTT ControlMANAGING MEMBER
since Apr 2017
50–75%Individual
KATZ, DANIEL, LAWRENCE ControlMANAGING MEMBER
since Apr 2017
50–75%Individual
TRENZ, LOGAN, M ControlCHIEF COMPLIANCE OFFICER
since Apr 2017
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Apr 5, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 28, 2017 filing
  • No longer listedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2017
  • No longer listedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person · listed since Apr 2017
  • AddedISRAEL, MICHAEL, SCOTT · MANAGING MEMBER · 50–75% · control person
  • AddedKATZ, DANIEL, LAWRENCE · MANAGING MEMBER · 50–75% · control person
  • AddedTRENZ, LOGAN, M · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Apr 5, 2017 filing (earliest on record)
  • ListedBERNSTEIN, DANIEL, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedINTERIM HOLDINGS, LLC · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 163 →

Top Trims

Show all 21 →

New Positions

Show all 128 →

Exited Positions

Show all 7 →

Revolve Wealth Partners, LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
411 HACKENSACK AVENUE
SUITE 1005
HACKENSACK, NJ 047601
Phone
(201) 373-2163
Filing Manager
Revolve Wealth Partners, LLC
Hackensack, NJ
Signatory
Logan M. Trenz
CCO