Revolve Wealth Partners, LLC

CIK 1808992 · View on SEC EDGAR ↗

Portfolio value QoQ: +25.4% 13F does not disclose cash

Top 10 holdings weight43.70%

Top 25 holdings weight65.83%

Positions above 1%23

Effective number of positions29.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.56% Est. buys $129,789,828 · sells $4,856,729

Median holding: 5.0 quarters Tracked Q1 2025–Q2 2026 · 89.2% still held

New positions133

Increased146

Decreased62

Closed7

Put-notional exposure: 0.3% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets

Portfolio value $965.2M #2,586 of 9,337 by 13F value · top 27.7%

Positions 356

As of June 30, 2026 Data as of Q2 2026

Sector breakdown

Technology 8.2%

Financials 3.2%

Industrials 2.7%

Health Care 2.5%

Communication Services 2.3%

Retail 1.5%

Consumer Discretionary 0.8%

Energy 0.7%

Consumer products 0.6%

Real Estate 0.5%

Utilities 0.4%

Materials 0.3%

Consumer Staples 0.3%

Other/Unmapped 76.1%

Full portfolio 356 positions

Search positions by ticker or company name

				Type		Streak
VTI VANGUARD INDEX FUNDS	$133,896,081	13.87%	361,842		$19,731,818	Up ×1
IEFA iShares Trust	$51,437,894	5.33%	532,594		$4,136,676	Up ×1
IVAL Alpha Architect International Quantitative Value ETF	$43,232,054	4.48%	1,268,919		$1,049,946	Up ×1
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$32,406,221	3.36%	411,612		$4,704,180	Up ×1
ITAN EA Series Trust	$31,262,376	3.24%	747,367		$5,019,744	Up ×1
SCHF SCHWAB STRATEGIC TRUST	$29,809,142	3.09%	1,076,142		$3,818,666	Up ×6
SYLD Cambria ETF Trust	$29,591,896	3.07%	374,169		$2,128,828	Up ×1
HYMB SPDR SERIES TRUST	$28,942,106	3.00%	1,137,661		$1,936,205	Up ×2
AAPL Apple Inc. - Common Stock	$20,660,365	2.14%	71,400		$3,421,497	Up ×1
TFI SPDR SERIES TRUST	$20,578,061	2.13%	449,303		$628,703	Up ×1
IQDG WisdomTree Trust	$19,562,949	2.03%	454,107		$2,190,518	Up ×1
DLN WisdomTree Trust	$19,079,023	1.98%	198,080		$1,455,303	Up ×1
DFCF Dimensional ETF Trust	$18,691,364	1.94%	442,818		$385,937	Up ×5
SCHZ SCHWAB STRATEGIC TRUST	$17,509,118	1.81%	756,987		$336,932	Up ×1
AVUV AMERICAN CENTURY ETF TRUST	$16,222,313	1.68%	130,028		$2,325,904	Up ×1
NVDA NVIDIA Corporation - Common Stock	$15,633,159	1.62%	78,131		$3,144,489	Up ×2
HYD VanEck ETF Trust	$15,443,180	1.60%	299,809		$636,829	Up ×1
IVV iShares Trust	$15,370,605	1.59%	20,525		$3,636,070	Up ×2
SCHG SCHWAB STRATEGIC TRUST	$14,278,776	1.48%	421,950		$1,967,937	Down ×2
MUB iShares Trust	$13,245,792	1.37%	123,079		$1,275,161	Up ×1
SCHX SCHWAB STRATEGIC TRUST	$12,136,204	1.26%	412,375		$1,530,845	Down ×2
MSFT Microsoft Corporation - Common Stock	$9,769,239	1.01%	26,190		$475,364	Up ×1
TBIL F/m US Treasury 3 Month Bill Fund	$9,679,918	1.00%	194,142		$3,104,762	Up ×1
VEA VANGUARD TAX-MANAGED FUNDS	$9,267,117	0.96%	130,065		$1,023,325	Up ×1
VUG VANGUARD INDEX FUNDS	$7,731,424	0.80%	89,754		$1,203,087	Up ×1
GOOGL Alphabet Inc. - Class A Common Stock	$6,686,073	0.69%	18,709		$1,502,352	Up ×2
AMZN Amazon.com, Inc. - Common Stock	$6,590,279	0.68%	27,651		$1,548,115	Up ×1
DFAU Dimensional ETF Trust	$6,346,417	0.66%	122,778			Up ×1
EFG iShares Trust	$6,256,357	0.65%	50,284		$547,182	Down ×1
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF	$5,859,209	0.61%	320,350		$219,699	Up ×1
META Meta Platforms, Inc. - Class A Common Stock	$5,778,850	0.60%	10,259		$662,257	Up ×1
MU Micron Technology, Inc. - Common Stock	$5,407,896	0.56%	4,685		$3,956,523	Up ×4
JMST J.P. Morgan Exchange-Traded Fund Trust	$5,355,151	0.55%	105,003		$2,853,817	Up ×2
SPY SPY	$5,337,799	0.55%	7,148		$1,210,840	Up ×1
VXUS Vanguard Total International Stock ETF	$5,092,600	0.53%	59,570		$504,627	Up ×1
AVGO Broadcom Inc. - Common Stock	$5,067,413	0.53%	13,415		$1,961,565	Up ×6
AMD Advanced Micro Devices, Inc. - Common Stock	$4,759,456	0.49%	8,193		$3,176,749	Up ×1
GOOG Alphabet Inc. - Class C Capital Stock	$4,742,751	0.49%	13,423		$1,790,553	Up ×2
AMGN Amgen Inc. - Common Stock	$4,684,617	0.49%	12,937		$5,556	Down ×6
JPM JP Morgan Chase & Co. Common Stock	$4,446,741	0.46%	13,585		$684,755	Up ×1
AVUS AMERICAN CENTURY ETF TRUST	$4,386,094	0.45%	34,245		$2,612,551	Up ×1
V Visa Inc.	$3,964,729	0.41%	11,556		$433,337	Down ×5
VOO VANGUARD INDEX FUNDS	$3,567,554	0.37%	5,194		$201,971	Down ×2
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B	$3,559,102	0.37%	7,113		$281,059	Up ×4
SCHM SCHWAB STRATEGIC TRUST	$3,475,051	0.36%	94,251		$479,540	Down ×6
VO VANGUARD INDEX FUNDS	$3,180,736	0.33%	39,478		$340,744	Up ×1
SCHA SCHWAB STRATEGIC TRUST	$3,175,556	0.33%	87,893		$594,836	Down ×3
QQQ Invesco QQQ Trust, Series 1	$3,132,656	0.32%	4,254		$454,346	Down ×1
JNJ Johnson & Johnson Common Stock	$3,053,579	0.32%	12,023		$1,135,365	Up ×4
BOXX EA Series Trust	$3,050,546	0.32%	26,053		$156,786	Up ×2
SCHD SCHWAB STRATEGIC TRUST	$2,997,044	0.31%	94,514		$96,372	Down ×4
IWM iShares Trust	$2,914,628	0.30%	9,701		$492,939	Down ×3
EFV iShares Trust	$2,856,360	0.30%	37,314		$19,774	Down ×1
COMP Compass, Inc. Class A Common Stock	$2,831,930	0.29%	229,678		$1,153,430	Up ×5
DFSI Dimensional ETF Trust	$2,789,426	0.29%	61,850		$100,729	Down ×2
TSLA Tesla, Inc. - Common Stock	$2,659,849	0.28%	6,324		$349,073	Up ×1
IJR iShares Trust	$2,615,499	0.27%	17,635		$399,431	Down ×6
IXUS iShares Core MSCI Total International Stock ETF	$2,576,307	0.27%	26,994		$222,298	Down ×2
MDY State Street SPDR S&P MIDCAP 400 ETF Trust	$2,566,488	0.27%	3,649		$315,931
Unknown issuer (CUSIP: 02072Q275)	$2,530,264	0.26%	44,451			Up ×1
NULG Nushares ETF Trust	$2,497,294	0.26%	21,333		$454,647	Down ×2
DSI iShares Trust	$2,444,494	0.25%	17,168		$286,228	Down ×2
VB VANGUARD INDEX FUNDS	$2,408,227	0.25%	7,945		$340,471	Up ×1
DFAI Dimensional ETF Trust	$2,394,468	0.25%	58,048			Up ×1
NULV Nushares ETF Trust	$2,228,968	0.23%	44,588		$159,515	Down ×2
CSCO Cisco Systems, Inc. - Common Stock	$2,159,251	0.22%	18,383		$1,385,074	Up ×3
LLY Eli Lilly and Company Common Stock	$2,107,476	0.22%	1,757		$656,020	Up ×1
ABBV AbbVie Inc. Common Stock	$2,012,739	0.21%	7,998		$311,736	Up ×2
IWF iShares Trust	$1,990,321	0.21%	16,029		$112,747	Up ×1
AAEQ Alpha Architect US Equity 2 ETF	$1,979,544	0.21%	37,219		$226,227	Down ×2
IJH iShares Trust	$1,957,862	0.20%	25,391		$222,886	Down ×6
AMAT Applied Materials, Inc. - Common Stock	$1,956,438	0.20%	2,706		$1,494,680	Up ×4
TOL Toll Brothers, Inc. Common Stock	$1,948,663	0.20%	11,828		$339,409	Up ×2
IWD iShares Trust	$1,928,103	0.20%	7,953
DFSV Dimensional ETF Trust	$1,884,058	0.20%	48,571		$757,442	Up ×1
CL Colgate-Palmolive Company Common Stock	$1,761,301	0.18%	19,211		$569,836	Up ×1
MA Mastercard Incorporated Common Stock	$1,718,151	0.18%	3,345		$59,276	Up ×1
XOM Exxon Mobil Corporation Common Stock	$1,714,984	0.18%	12,544		$-211,836	Up ×1
NUSC Nushares ETF Trust	$1,683,754	0.17%	32,305		$224,347	Down ×2
AVSD AMERICAN CENTURY ETF TRUST	$1,609,377	0.17%	20,146		$85,105	Down ×2
WMT Walmart Inc. - Common Stock	$1,551,770	0.16%	13,701		$318,060	Up ×2
DFAC Dimensional ETF Trust	$1,522,439	0.16%	34,320			Up ×1
GS Goldman Sachs Group, Inc. (The) Common Stock	$1,522,240	0.16%	1,505		$811,501	Up ×4
VOE VANGUARD INDEX FUNDS	$1,508,630	0.16%	7,635		$90,792	Down ×2
UNH UnitedHealth Group Incorporated Common Stock (DE)	$1,497,515	0.16%	3,603		$594,556	Up ×1
SPY SPY	$1,493,540	0.15%	2,000	Put option		Up ×1
DMXF iShares Trust	$1,493,516	0.15%	17,654		$125,100	Down ×2
RSP Invesco Exchange-Traded Fund Trust	$1,452,418	0.15%	6,826
AAUS Alpha Architect US Equity ETF	$1,395,027	0.14%	23,350		$171,872
DAL Delta Air Lines, Inc. Common Stock	$1,378,798	0.14%	14,721			Up ×1
RTX RTX Corporation Common Stock	$1,342,403	0.14%	7,075		$309,809	Up ×3
NUMV Nushares ETF Trust	$1,260,767	0.13%	28,990		$134,311	Down ×1
C Citigroup, Inc. Common Stock	$1,230,258	0.13%	8,790		$942,737	Up ×3
GE GE Aerospace Common Stock	$1,222,162	0.13%	3,270		$326,257	Up ×2
CVX Chevron Corporation Common Stock	$1,206,392	0.12%	7,278		$343,838	Up ×1
COST Costco Wholesale Corporation - Common Stock	$1,190,193	0.12%	1,272		$-53,645	Up ×2
NUMG Nushares ETF Trust	$1,177,368	0.12%	25,072		$165,196	Up ×1
BAC Bank of America Corporation Common Stock	$1,164,677	0.12%	20,440		$420,955	Up ×2
HD Home Depot, Inc. (The) Common Stock	$1,153,196	0.12%	3,270		$394,459	Up ×1
SNX TD SYNNEX Corporation Common Stock	$1,127,373	0.12%	4,217			Up ×1
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
SCHF	$29,809,142	3.09%	up ×6
DFCF	$18,691,364	1.94%	up ×5
MU	$5,407,896	0.56%	up ×4
AVGO	$5,067,413	0.53%	up ×6
BRK-B (filed as BRKB)	$3,559,102	0.37%	up ×4
JNJ	$3,053,579	0.32%	up ×4
COMP	$2,831,930	0.29%	up ×5
CSCO	$2,159,251	0.22%	up ×3
AMAT	$1,956,438	0.20%	up ×4
GS	$1,522,240	0.16%	up ×4
RTX	$1,342,403	0.14%	up ×3
C	$1,230,258	0.13%	up ×3
CAT	$858,764	0.09%	up ×4
RCL	$798,012	0.08%	up ×4
KO	$748,286	0.08%	up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security	Value	Shares	% of portfolio
DFAU	$6,346,417	122,778	0.66%
Unknown issuer (CUSIP: 02072Q275)	$2,530,264	44,451	0.26%
DFAI	$2,394,468	58,048	0.25%
IWD	$1,928,103	7,953	0.20%
DFAC	$1,522,439	34,320	0.16%
SPY	$1,493,540	2,000	0.15%
RSP	$1,452,418	6,826	0.15%
DAL	$1,378,798	14,721	0.14%
SNX	$1,127,373	4,217	0.12%
EOG	$1,117,736	8,616	0.12%
VLY	$1,012,608	69,120	0.10%
PNC	$969,780	3,939	0.10%
BWA	$956,160	14,400	0.10%
USFD	$926,692	9,063	0.10%
STX	$896,485	929	0.09%

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VTI	Bought more	+6K	+$19.7M
ITAN	Bought more	+16K	+$5.0M
QMOM	Bought more	+6K	+$4.7M
IEFA	Bought more	+10K	+$4.1M
MU	Bought more	+389	+$4.0M
SCHF	Bought more	+26K	+$3.8M
IVV	Bought more	+3K	+$3.6M
AAPL	Bought more	+3K	+$3.4M
AMD	Bought more	+413	+$3.2M
NVDA	Bought more	+7K	+$3.1M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
EQIX	March 31, 2026	2,396	$1,835,719	4.6%
BOXX	June 30, 2025	11,090	$1,236,427
HON	June 30, 2026	2,315	$523,336	-4.4%
UPS	June 30, 2025	4,187	$460,528	-7.8%
CRWD	March 31, 2026	825	$386,727	-30.8%
BSCR	Sept. 30, 2025	18,672	$366,905
IYW	March 31, 2026	1,818	$363,018	46.7%
FNDE	June 30, 2025	11,723	$361,068
COWZ	Sept. 30, 2025	5,717	$315,007
IWD	Dec. 31, 2025	1,420	$289,023
VYM	June 30, 2025	2,152	$277,522
BNDX	March 31, 2026	5,643	$272,669
CMG	Sept. 30, 2025	4,745	$266,432	-17.4%
HUM	March 31, 2026	1,037	$265,619	124.0%
KVUE	June 30, 2025	10,941	$262,365	-17.8%
FNDA	June 30, 2025	9,230	$252,810	24.0%
BSCP	Sept. 30, 2025	12,181	$251,903	No longer tracked
NYF	June 30, 2026	4,742	$251,895	-6.1%
UNP	June 30, 2025	1,064	$251,370	20.9%
CVNA	Sept. 30, 2025	725	$244,296	-83.1%
MELI	March 31, 2026	120	$241,752	-1.9%
NOC	June 30, 2026	354	$241,513	-6.1%
DNL	Sept. 30, 2025	5,987	$241,096
PINS	Dec. 31, 2025	7,478	$240,567	-25.6%
UTRE	Sept. 30, 2025	4,809	$239,464
UTWO	Sept. 30, 2025	4,902	$237,943
TMO	June 30, 2025	477	$237,116	61.5%
RSP	March 31, 2026	1,226	$234,897	10.0%
HUBS	Sept. 30, 2025	419	$233,228	-54.1%
CMCSA	June 30, 2026	8,052	$231,160	-12.1%
DFAS	Sept. 30, 2025	3,556	$226,553
BKNG	March 31, 2026	42	$224,924	-5.6%
EZM	Sept. 30, 2025	3,616	$223,360
KR	Dec. 31, 2025	3,312	$223,269	-5.5%
MO	Dec. 31, 2025	3,337	$220,464	16.8%
OBIL	Dec. 31, 2025	4,336	$218,122
KR	June 30, 2026	3,011	$217,898	6.3%
LMT	June 30, 2026	359	$217,229	-0.8%
ACN	Sept. 30, 2025	719	$214,902	-19.3%
COP	June 30, 2026	1,614	$213,067	21.9%
SCHE	June 30, 2025	7,724	$212,951
FNDC	June 30, 2025	5,868	$212,438
NOC	Dec. 31, 2025	346	$210,825	-16.2%
LMT	June 30, 2025	471	$210,457	9.1%
ZBRA	Dec. 31, 2025	708	$210,389	54.8%
TMUS	Dec. 31, 2025	878	$210,081	-19.4%
TSCO	Dec. 31, 2025	3,691	$209,907	-37.8%
IJJ	March 31, 2026	1,594	$209,754	6.0%
AIG	June 30, 2025	2,411	$209,612	-12.5%
IJK	March 31, 2026	2,150	$208,292	9.9%
BSX	Dec. 31, 2025	2,126	$207,561	-55.3%
XLK	March 31, 2026	1,432	$206,184	50.3%
SBUX	June 30, 2025	2,099	$205,891	3.4%
TSCO	June 30, 2025	3,703	$204,035	-41.1%
AIG	Dec. 31, 2025	2,596	$203,923	-12.4%
MO	June 30, 2025	3,367	$202,064	14.9%
VXF	March 31, 2026	966	$201,960
MMM	March 31, 2026	1,255	$201,005	11.5%
TXN	Sept. 30, 2025	966	$200,561	59.9%
TT	Dec. 31, 2025	475	$200,431	19.2%
SYK	Sept. 30, 2025	506	$200,189	-25.5%
KVUE	Dec. 31, 2025	10,005	$162,385	-0.3%
STRO	Dec. 31, 2025	11,002	$9,554	32.7%
OCEA	June 30, 2025	69,570	$3,757	No longer tracked
PEVM	June 30, 2025	10,756	$3,745	No longer tracked
QVCGA (filed as QVCGAXXXX)	June 30, 2025	12,084	$2,430	No longer tracked