Revolve Wealth Partners, LLC

CIK 1808992 · Lihat di SEC EDGAR ↗

Nilai portofolio QoQ: +25.4% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas43,70%

Bobot 25 kepemilikan teratas65,83%

Posisi di atas 1%23

Jumlah posisi efektif29,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,56% Perkiraan pembelian $129.789.828 · penjualan $4.856.729

Kepemilikan median: 5,0 kuartal Dilacak Q1 2025–Q2 2026 · 89,2% masih dipegang

Posisi baru133

Meningkat146

Menurun62

Tertutup7

Eksposur put-notional: 0,3% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish

Nilai Portofolio $965.2M #2.586 dari 9.337 berdasarkan nilai 13F · top 27.7%

Posisi 356

Per tanggal 30 Juni 2026 Data per Q2 2026

Rincian sektor

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%

Lainnya/Tidak terpetakan 76,1%

Portofolio lengkap 356 posisi

Cari posisi berdasarkan ticker atau nama perusahaan

				Tipe		Rentetan
VTI VANGUARD INDEX FUNDS	$133.896.081	13,87%	361.842		$19.731.818	Naik ×1
IEFA iShares Trust	$51.437.894	5,33%	532.594		$4.136.676	Naik ×1
IVAL Alpha Architect International Quantitative Value ETF	$43.232.054	4,48%	1.268.919		$1.049.946	Naik ×1
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$32.406.221	3,36%	411.612		$4.704.180	Naik ×1
ITAN EA Series Trust	$31.262.376	3,24%	747.367		$5.019.744	Naik ×1
SCHF SCHWAB STRATEGIC TRUST	$29.809.142	3,09%	1.076.142		$3.818.666	Naik ×6
SYLD Cambria ETF Trust	$29.591.896	3,07%	374.169		$2.128.828	Naik ×1
HYMB SPDR SERIES TRUST	$28.942.106	3,00%	1.137.661		$1.936.205	Naik ×2
AAPL Apple Inc. - Common Stock	$20.660.365	2,14%	71.400		$3.421.497	Naik ×1
TFI SPDR SERIES TRUST	$20.578.061	2,13%	449.303		$628.703	Naik ×1
IQDG WisdomTree Trust	$19.562.949	2,03%	454.107		$2.190.518	Naik ×1
DLN WisdomTree Trust	$19.079.023	1,98%	198.080		$1.455.303	Naik ×1
DFCF Dimensional ETF Trust	$18.691.364	1,94%	442.818		$385.937	Naik ×5
SCHZ SCHWAB STRATEGIC TRUST	$17.509.118	1,81%	756.987		$336.932	Naik ×1
AVUV AMERICAN CENTURY ETF TRUST	$16.222.313	1,68%	130.028		$2.325.904	Naik ×1
NVDA NVIDIA Corporation - Common Stock	$15.633.159	1,62%	78.131		$3.144.489	Naik ×2
HYD VanEck ETF Trust	$15.443.180	1,60%	299.809		$636.829	Naik ×1
IVV iShares Trust	$15.370.605	1,59%	20.525		$3.636.070	Naik ×2
SCHG SCHWAB STRATEGIC TRUST	$14.278.776	1,48%	421.950		$1.967.937	Turun ×2
MUB iShares Trust	$13.245.792	1,37%	123.079		$1.275.161	Naik ×1
SCHX SCHWAB STRATEGIC TRUST	$12.136.204	1,26%	412.375		$1.530.845	Turun ×2
MSFT Microsoft Corporation - Common Stock	$9.769.239	1,01%	26.190		$475.364	Naik ×1
TBIL F/m US Treasury 3 Month Bill Fund	$9.679.918	1,00%	194.142		$3.104.762	Naik ×1
VEA VANGUARD TAX-MANAGED FUNDS	$9.267.117	0,96%	130.065		$1.023.325	Naik ×1
VUG VANGUARD INDEX FUNDS	$7.731.424	0,80%	89.754		$1.203.087	Naik ×1
GOOGL Alphabet Inc. - Class A Common Stock	$6.686.073	0,69%	18.709		$1.502.352	Naik ×2
AMZN Amazon.com, Inc. - Common Stock	$6.590.279	0,68%	27.651		$1.548.115	Naik ×1
DFAU Dimensional ETF Trust	$6.346.417	0,66%	122.778			Naik ×1
EFG iShares Trust	$6.256.357	0,65%	50.284		$547.182	Turun ×1
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF	$5.859.209	0,61%	320.350		$219.699	Naik ×1
META Meta Platforms, Inc. - Class A Common Stock	$5.778.850	0,60%	10.259		$662.257	Naik ×1
MU Micron Technology, Inc. - Common Stock	$5.407.896	0,56%	4.685		$3.956.523	Naik ×4
JMST J.P. Morgan Exchange-Traded Fund Trust	$5.355.151	0,55%	105.003		$2.853.817	Naik ×2
SPY SPY	$5.337.799	0,55%	7.148		$1.210.840	Naik ×1
VXUS Vanguard Total International Stock ETF	$5.092.600	0,53%	59.570		$504.627	Naik ×1
AVGO Broadcom Inc. - Common Stock	$5.067.413	0,53%	13.415		$1.961.565	Naik ×6
AMD Advanced Micro Devices, Inc. - Common Stock	$4.759.456	0,49%	8.193		$3.176.749	Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock	$4.742.751	0,49%	13.423		$1.790.553	Naik ×2
AMGN Amgen Inc. - Common Stock	$4.684.617	0,49%	12.937		$5.556	Turun ×6
JPM JP Morgan Chase & Co. Common Stock	$4.446.741	0,46%	13.585		$684.755	Naik ×1
AVUS AMERICAN CENTURY ETF TRUST	$4.386.094	0,45%	34.245		$2.612.551	Naik ×1
V Visa Inc.	$3.964.729	0,41%	11.556		$433.337	Turun ×5
VOO VANGUARD INDEX FUNDS	$3.567.554	0,37%	5.194		$201.971	Turun ×2
BRK-B (diajukan sebagai BRKB) Berkshire Hathaway Inc. Class B	$3.559.102	0,37%	7.113		$281.059	Naik ×4
SCHM SCHWAB STRATEGIC TRUST	$3.475.051	0,36%	94.251		$479.540	Turun ×6
VO VANGUARD INDEX FUNDS	$3.180.736	0,33%	39.478		$340.744	Naik ×1
SCHA SCHWAB STRATEGIC TRUST	$3.175.556	0,33%	87.893		$594.836	Turun ×3
QQQ Invesco QQQ Trust, Series 1	$3.132.656	0,32%	4.254		$454.346	Turun ×1
JNJ Johnson & Johnson Common Stock	$3.053.579	0,32%	12.023		$1.135.365	Naik ×4
BOXX EA Series Trust	$3.050.546	0,32%	26.053		$156.786	Naik ×2
SCHD SCHWAB STRATEGIC TRUST	$2.997.044	0,31%	94.514		$96.372	Turun ×4
IWM iShares Trust	$2.914.628	0,30%	9.701		$492.939	Turun ×3
EFV iShares Trust	$2.856.360	0,30%	37.314		$19.774	Turun ×1
COMP Compass, Inc. Class A Common Stock	$2.831.930	0,29%	229.678		$1.153.430	Naik ×5
DFSI Dimensional ETF Trust	$2.789.426	0,29%	61.850		$100.729	Turun ×2
TSLA Tesla, Inc. - Common Stock	$2.659.849	0,28%	6.324		$349.073	Naik ×1
IJR iShares Trust	$2.615.499	0,27%	17.635		$399.431	Turun ×6
IXUS iShares Core MSCI Total International Stock ETF	$2.576.307	0,27%	26.994		$222.298	Turun ×2
MDY State Street SPDR S&P MIDCAP 400 ETF Trust	$2.566.488	0,27%	3.649		$315.931
Penerbit tidak dikenal (CUSIP: 02072Q275)	$2.530.264	0,26%	44.451			Naik ×1
NULG Nushares ETF Trust	$2.497.294	0,26%	21.333		$454.647	Turun ×2
DSI iShares Trust	$2.444.494	0,25%	17.168		$286.228	Turun ×2
VB VANGUARD INDEX FUNDS	$2.408.227	0,25%	7.945		$340.471	Naik ×1
DFAI Dimensional ETF Trust	$2.394.468	0,25%	58.048			Naik ×1
NULV Nushares ETF Trust	$2.228.968	0,23%	44.588		$159.515	Turun ×2
CSCO Cisco Systems, Inc. - Common Stock	$2.159.251	0,22%	18.383		$1.385.074	Naik ×3
LLY Eli Lilly and Company Common Stock	$2.107.476	0,22%	1.757		$656.020	Naik ×1
ABBV AbbVie Inc. Common Stock	$2.012.739	0,21%	7.998		$311.736	Naik ×2
IWF iShares Trust	$1.990.321	0,21%	16.029		$112.747	Naik ×1
AAEQ Alpha Architect US Equity 2 ETF	$1.979.544	0,21%	37.219		$226.227	Turun ×2
IJH iShares Trust	$1.957.862	0,20%	25.391		$222.886	Turun ×6
AMAT Applied Materials, Inc. - Common Stock	$1.956.438	0,20%	2.706		$1.494.680	Naik ×4
TOL Toll Brothers, Inc. Common Stock	$1.948.663	0,20%	11.828		$339.409	Naik ×2
IWD iShares Trust	$1.928.103	0,20%	7.953
DFSV Dimensional ETF Trust	$1.884.058	0,20%	48.571		$757.442	Naik ×1
CL Colgate-Palmolive Company Common Stock	$1.761.301	0,18%	19.211		$569.836	Naik ×1
MA Mastercard Incorporated Common Stock	$1.718.151	0,18%	3.345		$59.276	Naik ×1
XOM Exxon Mobil Corporation Common Stock	$1.714.984	0,18%	12.544		$-211.836	Naik ×1
NUSC Nushares ETF Trust	$1.683.754	0,17%	32.305		$224.347	Turun ×2
AVSD AMERICAN CENTURY ETF TRUST	$1.609.377	0,17%	20.146		$85.105	Turun ×2
WMT Walmart Inc. - Common Stock	$1.551.770	0,16%	13.701		$318.060	Naik ×2
DFAC Dimensional ETF Trust	$1.522.439	0,16%	34.320			Naik ×1
GS Goldman Sachs Group, Inc. (The) Common Stock	$1.522.240	0,16%	1.505		$811.501	Naik ×4
VOE VANGUARD INDEX FUNDS	$1.508.630	0,16%	7.635		$90.792	Turun ×2
UNH UnitedHealth Group Incorporated Common Stock (DE)	$1.497.515	0,16%	3.603		$594.556	Naik ×1
SPY SPY	$1.493.540	0,15%	2.000	Opsi jual		Naik ×1
DMXF iShares Trust	$1.493.516	0,15%	17.654		$125.100	Turun ×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			Naik ×1
RTX RTX Corporation Common Stock	$1.342.403	0,14%	7.075		$309.809	Naik ×3
NUMV Nushares ETF Trust	$1.260.767	0,13%	28.990		$134.311	Turun ×1
C Citigroup, Inc. Common Stock	$1.230.258	0,13%	8.790		$942.737	Naik ×3
GE GE Aerospace Common Stock	$1.222.162	0,13%	3.270		$326.257	Naik ×2
CVX Chevron Corporation Common Stock	$1.206.392	0,12%	7.278		$343.838	Naik ×1
COST Costco Wholesale Corporation - Common Stock	$1.190.193	0,12%	1.272		$-53.645	Naik ×2
NUMG Nushares ETF Trust	$1.177.368	0,12%	25.072		$165.196	Naik ×1
BAC Bank of America Corporation Common Stock	$1.164.677	0,12%	20.440		$420.955	Naik ×2
HD Home Depot, Inc. (The) Common Stock	$1.153.196	0,12%	3.270		$394.459	Naik ×1
SNX TD SYNNEX Corporation Common Stock	$1.127.373	0,12%	4.217			Naik ×1
Tidak ada hasil

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas	Nilai	% dari portofolio	Rentetan
SCHF	$29.809.142	3,09%	naik ×6
DFCF	$18.691.364	1,94%	naik ×5
MU	$5.407.896	0,56%	naik ×4
AVGO	$5.067.413	0,53%	naik ×6
BRK-B (diajukan sebagai BRKB)	$3.559.102	0,37%	naik ×4
JNJ	$3.053.579	0,32%	naik ×4
COMP	$2.831.930	0,29%	naik ×5
CSCO	$2.159.251	0,22%	naik ×3
AMAT	$1.956.438	0,20%	naik ×4
GS	$1.522.240	0,16%	naik ×4
RTX	$1.342.403	0,14%	naik ×3
C	$1.230.258	0,13%	naik ×3
CAT	$858.764	0,09%	naik ×4
RCL	$798.012	0,08%	naik ×4
KO	$748.286	0,08%	naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas	Nilai	Saham	% dari portofolio
DFAU	$6.346.417	122.778	0,66%
Penerbit tidak dikenal (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%

Penggerak teratas (QoQ)

Sekuritas	Aksi	Saham Δ	Nilai Δ
VTI	Beli lebih banyak	+6K	+$19.7M
ITAN	Beli lebih banyak	+16K	+$5.0M
QMOM	Beli lebih banyak	+6K	+$4.7M
IEFA	Beli lebih banyak	+10K	+$4.1M
MU	Beli lebih banyak	+389	+$4.0M
SCHF	Beli lebih banyak	+26K	+$3.8M
IVV	Beli lebih banyak	+3K	+$3.6M
AAPL	Beli lebih banyak	+3K	+$3.4M
AMD	Beli lebih banyak	+413	+$3.2M
NVDA	Beli lebih banyak	+7K	+$3.1M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

Sekuritas	Kuartal	Saham sebelumnya	Nilai sebelumnya	Harga sejak keluar
EQIX	31 Maret 2026	2.396	$1.835.719	4,6%
BOXX	30 Juni 2025	11.090	$1.236.427
HON	30 Juni 2026	2.315	$523.336	-4,4%
UPS	30 Juni 2025	4.187	$460.528	-7,8%
CRWD	31 Maret 2026	825	$386.727	-30,8%
BSCR	30 Sep. 2025	18.672	$366.905
IYW	31 Maret 2026	1.818	$363.018	46,7%
FNDE	30 Juni 2025	11.723	$361.068
COWZ	30 Sep. 2025	5.717	$315.007
IWD	31 Des. 2025	1.420	$289.023
VYM	30 Juni 2025	2.152	$277.522
BNDX	31 Maret 2026	5.643	$272.669
CMG	30 Sep. 2025	4.745	$266.432	-17,4%
HUM	31 Maret 2026	1.037	$265.619	124,0%
KVUE	30 Juni 2025	10.941	$262.365	-17,8%
FNDA	30 Juni 2025	9.230	$252.810	24,0%
BSCP	30 Sep. 2025	12.181	$251.903	Tidak lagi dilacak
NYF	30 Juni 2026	4.742	$251.895	-6,1%
UNP	30 Juni 2025	1.064	$251.370	20,9%
CVNA	30 Sep. 2025	725	$244.296	-83,1%
MELI	31 Maret 2026	120	$241.752	-1,9%
NOC	30 Juni 2026	354	$241.513	-6,1%
DNL	30 Sep. 2025	5.987	$241.096
PINS	31 Des. 2025	7.478	$240.567	-25,6%
UTRE	30 Sep. 2025	4.809	$239.464
UTWO	30 Sep. 2025	4.902	$237.943
TMO	30 Juni 2025	477	$237.116	61,5%
RSP	31 Maret 2026	1.226	$234.897	10,0%
HUBS	30 Sep. 2025	419	$233.228	-54,1%
CMCSA	30 Juni 2026	8.052	$231.160	-12,1%
DFAS	30 Sep. 2025	3.556	$226.553
BKNG	31 Maret 2026	42	$224.924	-5,6%
EZM	30 Sep. 2025	3.616	$223.360
KR	31 Des. 2025	3.312	$223.269	-5,5%
MO	31 Des. 2025	3.337	$220.464	16,8%
OBIL	31 Des. 2025	4.336	$218.122
KR	30 Juni 2026	3.011	$217.898	6,3%
LMT	30 Juni 2026	359	$217.229	-0,8%
ACN	30 Sep. 2025	719	$214.902	-19,3%
COP	30 Juni 2026	1.614	$213.067	21,9%
SCHE	30 Juni 2025	7.724	$212.951
FNDC	30 Juni 2025	5.868	$212.438
NOC	31 Des. 2025	346	$210.825	-16,2%
LMT	30 Juni 2025	471	$210.457	9,1%
ZBRA	31 Des. 2025	708	$210.389	54,8%
TMUS	31 Des. 2025	878	$210.081	-19,4%
TSCO	31 Des. 2025	3.691	$209.907	-37,8%
IJJ	31 Maret 2026	1.594	$209.754	6,0%
AIG	30 Juni 2025	2.411	$209.612	-12,5%
IJK	31 Maret 2026	2.150	$208.292	9,9%
BSX	31 Des. 2025	2.126	$207.561	-55,3%
XLK	31 Maret 2026	1.432	$206.184	50,3%
SBUX	30 Juni 2025	2.099	$205.891	3,4%
TSCO	30 Juni 2025	3.703	$204.035	-41,1%
AIG	31 Des. 2025	2.596	$203.923	-12,4%
MO	30 Juni 2025	3.367	$202.064	14,9%
VXF	31 Maret 2026	966	$201.960
MMM	31 Maret 2026	1.255	$201.005	11,5%
TXN	30 Sep. 2025	966	$200.561	59,9%
TT	31 Des. 2025	475	$200.431	19,2%
SYK	30 Sep. 2025	506	$200.189	-25,5%
KVUE	31 Des. 2025	10.005	$162.385	-0,3%
STRO	31 Des. 2025	11.002	$9.554	32,7%
OCEA	30 Juni 2025	69.570	$3.757	Tidak lagi dilacak
PEVM	30 Juni 2025	10.756	$3.745	Tidak lagi dilacak
QVCGA (diajukan sebagai QVCGAXXXX)	30 Juni 2025	12.084	$2.430	Tidak lagi dilacak