Revolve Wealth Partners, LLC
CIK 1808992 · View on SEC EDGAR ↗
- Portfolio value
- $965.2M
- Positions
- 356
- As of
- June 30, 2026
#2,514 of 9,443 by 13F value · top 26.6%
Portfolio value QoQ: +25.4% 13F does not disclose cash
- Top 10 holdings weight
- 43.70%
- Top 25 holdings weight
- 65.83%
- Positions above 1%
- 23
- Effective number of positions
- 29.1
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 Q4 2024–Q2 2026 · 85.8% still held
- New positions
- 133
- Increased
- 146
- Decreased
- 62
- Closed
- 7
Put-notional exposure: 0.3% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.2%
Industrials
2.7%
Health Care
2.5%
Communication Services
1.9%
Financials
1.6%
Retail
1.5%
Financial Services
1.3%
Consumer Discretionary
0.8%
Energy
0.7%
Consumer products
0.6%
Real Estate
0.5%
Utilities
0.4%
Communications
0.3%
Consumer Staples
0.3%
Materials
0.2%
Packaging
0.1%
Telecommunication
0.1%
Other/Unmapped
76.5%
Full portfolio 356 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VTI | $133,896,081 | 13.87% | 361,842 | $19,731,818 | Up ×1 | ||
| IEFA | $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 | $31,262,376 | 3.24% | 747,367 | $5,019,744 | Up ×1 | ||
| SCHF | $29,809,142 | 3.09% | 1,076,142 | $3,818,666 | Up ×6 | ||
| SYLD | $29,591,896 | 3.07% | 374,169 | $2,128,828 | Up ×1 | ||
| HYMB | $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 | $20,578,061 | 2.13% | 449,303 | $628,703 | Up ×1 | ||
| IQDG | $19,562,949 | 2.03% | 454,107 | $2,190,518 | Up ×1 | ||
| DLN | $19,079,023 | 1.98% | 198,080 | $1,455,303 | Up ×1 | ||
| DFCF | $18,691,364 | 1.94% | 442,818 | $385,937 | Up ×5 | ||
| SCHZ | $17,509,118 | 1.81% | 756,987 | $336,932 | Up ×1 | ||
| AVUV | $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 | $15,443,180 | 1.60% | 299,809 | $636,829 | Up ×1 | ||
| IVV | $15,370,605 | 1.59% | 20,525 | $3,636,070 | Up ×2 | ||
| SCHG | $14,278,776 | 1.48% | 421,950 | $1,967,937 | Down ×2 | ||
| MUB | $13,245,792 | 1.37% | 123,079 | $1,275,161 | Up ×1 | ||
| SCHX | $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 | $9,267,117 | 0.96% | 130,065 | $1,023,325 | Up ×1 | ||
| VUG | $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 | $6,346,417 | 0.66% | 122,778 | Up ×1 | |||
| EFG | $6,256,357 | 0.65% | 50,284 | $547,182 | Down ×1 | ||
| IFLN | $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 | $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 | $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 | $3,567,554 | 0.37% | 5,194 | $201,971 | Down ×2 | ||
| BRKB | $3,559,102 | 0.37% | 7,113 | $281,059 | Up ×4 | ||
| SCHM | $3,475,051 | 0.36% | 94,251 | $479,540 | Down ×6 | ||
| VO | $3,180,736 | 0.33% | 39,478 | $340,744 | Up ×1 | ||
| SCHA | $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 | $3,050,546 | 0.32% | 26,053 | $156,786 | Up ×2 | ||
| SCHD | $2,997,044 | 0.31% | 94,514 | $96,372 | Down ×4 | ||
| IWM | $2,914,628 | 0.30% | 9,701 | $492,939 | Down ×3 | ||
| EFV | $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 | $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 | $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 | $2,566,488 | 0.27% | 3,649 | $315,931 | |||
| Unknown issuer (CUSIP: 02072Q275) | $2,530,264 | 0.26% | 44,451 | Up ×1 | |||
| NULG | $2,497,294 | 0.26% | 21,333 | $454,647 | Down ×2 | ||
| DSI | $2,444,494 | 0.25% | 17,168 | $286,228 | Down ×2 | ||
| VB | $2,408,227 | 0.25% | 7,945 | $340,471 | Up ×1 | ||
| DFAI | $2,394,468 | 0.25% | 58,048 | Up ×1 | |||
| NULV | $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 | $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 | $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 | $1,928,103 | 0.20% | 7,953 | ||||
| DFSV | $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 | $1,683,754 | 0.17% | 32,305 | $224,347 | Down ×2 | ||
| AVSD | $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 | $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 | $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 ESG Advanced MSCI EAFE ETF | $1,493,516 | 0.15% | 17,654 | $125,100 | Down ×2 | ||
| RSP | $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 | $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 | $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 |
| 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 |
|---|---|---|---|---|
| LOAR | March 31, 2025 | 20 | $5,012,290 | 10.5% |
| CVGI | March 31, 2025 | 1,502 | $3,296,440 | 177.4% |
| EQIX | March 31, 2026 | 2,396 | $1,835,719 | 8.8% |
| BOXX | June 30, 2025 | 11,090 | $1,236,427 | No longer tracked |
| VNQ | March 31, 2025 | 7,599 | $676,893 | No longer tracked |
| HON | June 30, 2026 | 2,315 | $523,336 | 0.8% |
| UPS | June 30, 2025 | 4,187 | $460,528 | 2.9% |
| SHV | March 31, 2025 | 3,526 | $388,248 | |
| CRWD | March 31, 2026 | 825 | $386,727 | -48.6% |
| BSCR | Sept. 30, 2025 | 18,672 | $366,905 | |
| IYW | March 31, 2026 | 1,818 | $363,018 | No longer tracked |
| FNDE | June 30, 2025 | 11,723 | $361,068 | No longer tracked |
| ABNB | March 31, 2025 | 2,492 | $327,474 | 56.5% |
| COWZ | Sept. 30, 2025 | 5,717 | $315,007 | No longer tracked |
| IWD | Dec. 31, 2025 | 1,420 | $289,023 | No longer tracked |
| BLKXXXX | March 31, 2025 | 277 | $283,982 | No longer tracked |
| VYM | June 30, 2025 | 2,152 | $277,522 | No longer tracked |
| BNDX | March 31, 2026 | 5,643 | $272,669 | |
| PDBC | March 31, 2025 | 20,909 | $271,608 | |
| CMG | Sept. 30, 2025 | 4,745 | $266,432 | -10.6% |
| HUM | March 31, 2026 | 1,037 | $265,619 | 120.5% |
| KVUE | June 30, 2025 | 10,941 | $262,365 | -9.3% |
| FNDA | June 30, 2025 | 9,230 | $252,810 | No longer tracked |
| BSCP | Sept. 30, 2025 | 12,181 | $251,903 | No longer tracked |
| NYF | June 30, 2026 | 4,742 | $251,895 | No longer tracked |
| UNP | June 30, 2025 | 1,064 | $251,370 | 33.1% |
| PYPL | March 31, 2025 | 2,910 | $248,380 | -5.5% |
| DECK | March 31, 2025 | 1,214 | $246,551 | -18.2% |
| CVNA | Sept. 30, 2025 | 725 | $244,296 | -82.1% |
| MELI | March 31, 2026 | 120 | $241,752 | 5.2% |
| NOC | June 30, 2026 | 354 | $241,513 | 15.7% |
| DNL | Sept. 30, 2025 | 5,987 | $241,096 | No longer tracked |
| PINS | Dec. 31, 2025 | 7,478 | $240,567 | -10.2% |
| UTRE | Sept. 30, 2025 | 4,809 | $239,464 | |
| UTWO | Sept. 30, 2025 | 4,902 | $237,943 | |
| TMO | June 30, 2025 | 477 | $237,116 | 51.7% |
| RSP | March 31, 2026 | 1,226 | $234,897 | No longer tracked |
| HUBS | Sept. 30, 2025 | 419 | $233,228 | -49.3% |
| CMCSA | June 30, 2026 | 8,052 | $231,160 | 9.0% |
| ALL | March 31, 2025 | 1,197 | $230,770 | 28.7% |
| DFAS | Sept. 30, 2025 | 3,556 | $226,553 | No longer tracked |
| BKNG | March 31, 2026 | 42 | $224,924 | 27.6% |
| EZM | Sept. 30, 2025 | 3,616 | $223,360 | No longer tracked |
| KR | Dec. 31, 2025 | 3,312 | $223,269 | -8.8% |
| MO | Dec. 31, 2025 | 3,337 | $220,464 | 13.7% |
| OBIL | Dec. 31, 2025 | 4,336 | $218,122 | |
| KR | June 30, 2026 | 3,011 | $217,898 | 2.6% |
| LMT | June 30, 2026 | 359 | $217,229 | 18.5% |
| ACN | Sept. 30, 2025 | 719 | $214,902 | -26.9% |
| NVO | March 31, 2025 | 2,490 | $214,190 | -32.4% |
| IJJ | March 31, 2025 | 1,712 | $213,932 | No longer tracked |
| COP | June 30, 2026 | 1,614 | $213,067 | 26.2% |
| SCHE | June 30, 2025 | 7,724 | $212,951 | No longer tracked |
| FNDC | June 30, 2025 | 5,868 | $212,438 | No longer tracked |
| NOC | Dec. 31, 2025 | 346 | $210,825 | 3.4% |
| LMT | June 30, 2025 | 471 | $210,457 | 30.4% |
| ZBRA | Dec. 31, 2025 | 708 | $210,389 | 52.7% |
| TMUS | Dec. 31, 2025 | 878 | $210,081 | -8.4% |
| TSCO | Dec. 31, 2025 | 3,691 | $209,907 | -28.7% |
| IJJ | March 31, 2026 | 1,594 | $209,754 | No longer tracked |
| AIG | June 30, 2025 | 2,411 | $209,612 | -10.6% |
| IJK | March 31, 2025 | 2,291 | $208,321 | No longer tracked |
| IJK | March 31, 2026 | 2,150 | $208,292 | No longer tracked |
| BSX | Dec. 31, 2025 | 2,126 | $207,561 | -45.9% |
| MSI | March 31, 2025 | 449 | $207,547 | 9.5% |
| XLK | March 31, 2026 | 1,432 | $206,184 | No longer tracked |
| SBUX | June 30, 2025 | 2,099 | $205,891 | 17.6% |
| TSCO | June 30, 2025 | 3,703 | $204,035 | -32.4% |
| XLK | March 31, 2025 | 877 | $203,950 | No longer tracked |
| AIG | Dec. 31, 2025 | 2,596 | $203,923 | -10.5% |
| ANETXXXX | March 31, 2025 | 1,830 | $202,270 | No longer tracked |
| MO | June 30, 2025 | 3,367 | $202,064 | 11.8% |
| VXF | March 31, 2026 | 966 | $201,960 | No longer tracked |
| MMM | March 31, 2026 | 1,255 | $201,005 | 26.2% |
| TXN | Sept. 30, 2025 | 966 | $200,561 | 46.8% |
| VRTX | March 31, 2025 | 498 | $200,545 | 11.5% |
| TT | Dec. 31, 2025 | 475 | $200,431 | 18.0% |
| SYK | Sept. 30, 2025 | 506 | $200,189 | -7.3% |
| KVUE | Dec. 31, 2025 | 10,005 | $162,385 | 10.0% |
| RMT | March 31, 2025 | 15,179 | $147,994 | 70.2% |
| STRO | Dec. 31, 2025 | 11,002 | $9,554 | 98.3% |
| OCEA | June 30, 2025 | 69,570 | $3,757 | No longer tracked |
| PEVM | June 30, 2025 | 10,756 | $3,745 | No longer tracked |
| QVCGAXXXX | June 30, 2025 | 12,084 | $2,430 | No longer tracked |
| CERO | March 31, 2025 | 32,799 | $1,968 | No longer tracked |