Revolve Wealth Partners, LLC — 13F Holdings & Portfolio
CIK 1808992 · latest 13F-HR filed 2026-04-13
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
$769.9M
Long-equity book
Holdings
230
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+14 / −13 / ↑53 / ↓94
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EA SERIES TRUST$2.7M +1144.6%
- J P MORGAN EXCHANGE TRADED F$1.8M +260.7%
- EXXON MOBIL CORP$557.7K +40.7%
- JOHNSON & JOHNSON$346.0K +22.0%
- INVESCO QQQ TR$318.8K +13.5%
Top Trims
- RBB FD INC-$17.6M -72.9%
- VANGUARD INDEX FDS-$15.4M -11.9%
- ISHARES TR-$4.9M -9.4%
- TESLA INC-$4.4M -65.4%
- ISHARES TR-$4.0M -24.9%
New Positions
- NORTHROP GRUMMAN CORP$241.5K
- ALTRIA GROUP INC$236.4K
- INTEL CORP$235.1K
- BRISTOL-MYERS SQUIBB CO$233.2K
- ROSS STORES INC$224.6K
Exited Positions
- EQUINIX INC$1.8M
- CROWDSTRIKE HLDGS INC$386.7K
- ISHARES TR$363.0K
- VANGUARD CHARLOTTE FDS$272.7K
- HUMANA INC$265.6K
All Holdings
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 | $114.2M | 14.83% | 355,863 | SH |
| 2 | ISHARES TR | IEFA | 46432F842 | $47.3M | 6.14% | 522,492 | SH |
| 3 | EA SERIES TRUST | IVAL | 02072L201 | $42.2M | 5.48% | 1,242,115 | SH |
| 4 | EA SERIES TRUST | QMOM | 02072L409 | $27.7M | 3.60% | 405,534 | SH |
| 5 | CAMBRIA ETF TR | SYLD | 132061201 | $27.5M | 3.57% | 364,183 | SH |
| 6 | SPDR SERIES TRUST | HYMB | 78464A284 | $27.0M | 3.51% | 1,088,948 | SH |
| 7 | EA SERIES TRUST | ITAN | 02072L771 | $26.2M | 3.41% | 731,857 | SH |
| 8 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $26.0M | 3.38% | 1,050,120 | SH |
| 9 | SPDR SERIES TRUST | TFI | 78468R721 | $19.9M | 2.59% | 439,995 | SH |
| 10 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $18.3M | 2.38% | 433,572 | SH |
| 11 | WISDOMTREE TR | DLN | 97717W307 | $17.6M | 2.29% | 197,288 | SH |
| 12 | WISDOMTREE TR | IQDG | 97717X131 | $17.4M | 2.26% | 432,796 | SH |
| 13 | APPLE INC | AAPL | 037833100 | $17.2M | 2.24% | 67,926 | SH |
| 14 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $17.2M | 2.23% | 739,543 | SH |
| 15 | VANECK ETF TRUST | HYD | 92189H409 | $14.8M | 1.92% | 295,300 | SH |
| 16 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $13.9M | 1.81% | 125,794 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $12.5M | 1.62% | 71,609 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $12.3M | 1.60% | 422,617 | SH |
| 19 | ISHARES TR | MUB | 464288414 | $12.0M | 1.55% | 112,771 | SH |
| 20 | ISHARES TR | IVV | 464287200 | $11.7M | 1.52% | 17,964 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $10.6M | 1.38% | 413,626 | SH |
| 22 | MICROSOFT CORP | MSFT | 594918104 | $9.3M | 1.21% | 25,107 | SH |
| 23 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $8.2M | 1.07% | 128,648 | SH |
| 24 | RBB FD INC | TBIL | 74933W452 | $6.6M | 0.85% | 131,872 | SH |
| 25 | VANGUARD INDEX FDS | VUG | 922908736 | $6.5M | 0.85% | 14,946 | SH |
| 26 | ISHARES TR | EFG | 464288885 | $5.7M | 0.74% | 51,263 | SH |
| 27 | INVESCO EXCH TRADED FD TR II | IFLN | 46138E719 | $5.6M | 0.73% | 314,354 | SH |
| 28 | ALPHABET INC | GOOGL | 02079K305 | $5.2M | 0.67% | 18,027 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $5.1M | 0.66% | 8,943 | SH |
| 30 | AMAZON COM INC | AMZN | 023135106 | $5.0M | 0.65% | 24,210 | SH |
| 31 | AMGEN INC | AMGN | 031162100 | $4.7M | 0.61% | 13,298 | SH |
| 32 | VANGUARD STAR FDS | VXUS | 921909768 | $4.6M | 0.60% | 59,499 | SH |
| 33 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.1M | 0.54% | 6,346 | SH |
| 34 | JPMORGAN CHASE & CO | JPM | 46625H100 | $3.8M | 0.49% | 12,789 | SH |
| 35 | VISA INC | V | 92826C839 | $3.5M | 0.46% | 11,684 | SH |
| 36 | VANGUARD INDEX FDS | VOO | 922908363 | $3.4M | 0.44% | 5,632 | SH |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $3.3M | 0.43% | 6,841 | SH |
| 38 | BROADCOM INC | AVGO | 11135F101 | $3.1M | 0.40% | 10,035 | SH |
| 39 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $3.0M | 0.39% | 96,754 | SH |
| 40 | ALPHABET INC | GOOG | 02079K107 | $3.0M | 0.38% | 10,291 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $2.9M | 0.38% | 94,546 | SH |
| 42 | EA SERIES TRUST | BOXX | 02072L565 | $2.9M | 0.38% | 24,884 | SH |
| 43 | VANGUARD INDEX FDS | VO | 922908629 | $2.8M | 0.37% | 9,889 | SH |
| 44 | ISHARES TR | EFV | 464288877 | $2.8M | 0.37% | 38,152 | SH |
| 45 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $2.7M | 0.35% | 63,413 | SH |
| 46 | INVESCO QQQ TR | QQQ | 46090E103 | $2.7M | 0.35% | 4,640 | SH |
| 47 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $2.6M | 0.34% | 88,746 | SH |
| 48 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $2.5M | 0.32% | 49,065 | SH |
| 49 | ISHARES TR | IWM | 464287655 | $2.4M | 0.31% | 9,765 | SH |
| 50 | ISHARES TR | IXUS | 46432F834 | $2.4M | 0.31% | 27,170 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $769.9M | 230 | 0002085853-26-000357 |
| 2025-12-31 | 2026-01-20 | $850.7M | 228 | 0002085853-26-000053 |