Revolve Wealth Partners, LLC

CIK 1808992 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$965.2M
#2.324 dari 8.643 berdasarkan nilai 13F · top 26.9%
Posisi
356
Per tanggal
30 Juni 2026

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

Bobot 10 kepemilikan teratas
43,70%
Bobot 25 kepemilikan teratas
65,83%
Posisi di atas 1%
23
Jumlah posisi efektif
29,1

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 Q4 2024–Q2 2026 · 85,8% masih dipegang

Posisi baru
133
Meningkat
146
Menurun
62
Tertutup
7

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

Di halaman ini

Rincian sektor

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%
Lainnya/Tidak terpetakan
76,5%

Portofolio lengkap 356 posisi

Tipe Rentetan Tren 8 kuartal
VTI $133.896.081 13,87% 361.842 $19.731.818 Naik ×1
IEFA $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 $31.262.376 3,24% 747.367 $5.019.744 Naik ×1
SCHF $29.809.142 3,09% 1.076.142 $3.818.666 Naik ×6
SYLD $29.591.896 3,07% 374.169 $2.128.828 Naik ×1
HYMB $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 $20.578.061 2,13% 449.303 $628.703 Naik ×1
IQDG $19.562.949 2,03% 454.107 $2.190.518 Naik ×1
DLN $19.079.023 1,98% 198.080 $1.455.303 Naik ×1
DFCF $18.691.364 1,94% 442.818 $385.937 Naik ×5
SCHZ $17.509.118 1,81% 756.987 $336.932 Naik ×1
AVUV $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 $15.443.180 1,60% 299.809 $636.829 Naik ×1
IVV $15.370.605 1,59% 20.525 $3.636.070 Naik ×2
SCHG $14.278.776 1,48% 421.950 $1.967.937 Turun ×2
MUB $13.245.792 1,37% 123.079 $1.275.161 Naik ×1
SCHX $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 $9.267.117 0,96% 130.065 $1.023.325 Naik ×1
VUG $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 $6.346.417 0,66% 122.778 Naik ×1
EFG $6.256.357 0,65% 50.284 $547.182 Turun ×1
IFLN $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 $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 $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 $3.567.554 0,37% 5.194 $201.971 Turun ×2
BRKB $3.559.102 0,37% 7.113 $281.059 Naik ×4
SCHM $3.475.051 0,36% 94.251 $479.540 Turun ×6
VO $3.180.736 0,33% 39.478 $340.744 Naik ×1
SCHA $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 $3.050.546 0,32% 26.053 $156.786 Naik ×2
SCHD $2.997.044 0,31% 94.514 $96.372 Turun ×4
IWM $2.914.628 0,30% 9.701 $492.939 Turun ×3
EFV $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 $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 $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 $2.566.488 0,27% 3.649 $315.931
Penerbit tidak dikenal (CUSIP: 02072Q275) $2.530.264 0,26% 44.451 Naik ×1
NULG $2.497.294 0,26% 21.333 $454.647 Turun ×2
DSI $2.444.494 0,25% 17.168 $286.228 Turun ×2
VB $2.408.227 0,25% 7.945 $340.471 Naik ×1
DFAI $2.394.468 0,25% 58.048 Naik ×1
NULV $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 $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 $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 $1.928.103 0,20% 7.953
DFSV $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 $1.683.754 0,17% 32.305 $224.347 Turun ×2
AVSD $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 $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 $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 ESG Advanced MSCI EAFE ETF $1.493.516 0,15% 17.654 $125.100 Turun ×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 Naik ×1
RTX RTX Corporation Common Stock $1.342.403 0,14% 7.075 $309.809 Naik ×3
NUMV $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 $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

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
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.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
LOAR 31 Maret 2025 20 $5.012.290 10,5%
CVGI 31 Maret 2025 1.502 $3.296.440 177,4%
EQIX 31 Maret 2026 2.396 $1.835.719 8,8%
BOXX 30 Juni 2025 11.090 $1.236.427 Tidak lagi dilacak
VNQ 31 Maret 2025 7.599 $676.893 Tidak lagi dilacak
HON 30 Juni 2026 2.315 $523.336 0,8%
UPS 30 Juni 2025 4.187 $460.528 2,9%
SHV 31 Maret 2025 3.526 $388.248
CRWD 31 Maret 2026 825 $386.727 -48,6%
BSCR 30 Sep. 2025 18.672 $366.905
IYW 31 Maret 2026 1.818 $363.018 Tidak lagi dilacak
FNDE 30 Juni 2025 11.723 $361.068 Tidak lagi dilacak
ABNB 31 Maret 2025 2.492 $327.474 56,5%
COWZ 30 Sep. 2025 5.717 $315.007 Tidak lagi dilacak
IWD 31 Des. 2025 1.420 $289.023 Tidak lagi dilacak
BLKXXXX 31 Maret 2025 277 $283.982 Tidak lagi dilacak
VYM 30 Juni 2025 2.152 $277.522 Tidak lagi dilacak
BNDX 31 Maret 2026 5.643 $272.669
PDBC 31 Maret 2025 20.909 $271.608
CMG 30 Sep. 2025 4.745 $266.432 -10,6%
HUM 31 Maret 2026 1.037 $265.619 120,5%
KVUE 30 Juni 2025 10.941 $262.365 -9,3%
FNDA 30 Juni 2025 9.230 $252.810 Tidak lagi dilacak
BSCP 30 Sep. 2025 12.181 $251.903 Tidak lagi dilacak
NYF 30 Juni 2026 4.742 $251.895 Tidak lagi dilacak
UNP 30 Juni 2025 1.064 $251.370 33,1%
PYPL 31 Maret 2025 2.910 $248.380 -5,5%
DECK 31 Maret 2025 1.214 $246.551 -18,2%
CVNA 30 Sep. 2025 725 $244.296 -82,1%
MELI 31 Maret 2026 120 $241.752 5,2%
NOC 30 Juni 2026 354 $241.513 15,7%
DNL 30 Sep. 2025 5.987 $241.096 Tidak lagi dilacak
PINS 31 Des. 2025 7.478 $240.567 -10,2%
UTRE 30 Sep. 2025 4.809 $239.464
UTWO 30 Sep. 2025 4.902 $237.943
TMO 30 Juni 2025 477 $237.116 51,7%
RSP 31 Maret 2026 1.226 $234.897 Tidak lagi dilacak
HUBS 30 Sep. 2025 419 $233.228 -49,3%
CMCSA 30 Juni 2026 8.052 $231.160 9,0%
ALL 31 Maret 2025 1.197 $230.770 28,7%
DFAS 30 Sep. 2025 3.556 $226.553 Tidak lagi dilacak
BKNG 31 Maret 2026 42 $224.924 27,6%
EZM 30 Sep. 2025 3.616 $223.360 Tidak lagi dilacak
KR 31 Des. 2025 3.312 $223.269 -8,8%
MO 31 Des. 2025 3.337 $220.464 13,7%
OBIL 31 Des. 2025 4.336 $218.122
KR 30 Juni 2026 3.011 $217.898 2,6%
LMT 30 Juni 2026 359 $217.229 18,5%
ACN 30 Sep. 2025 719 $214.902 -26,9%
NVO 31 Maret 2025 2.490 $214.190 -32,4%
IJJ 31 Maret 2025 1.712 $213.932 Tidak lagi dilacak
COP 30 Juni 2026 1.614 $213.067 26,2%
SCHE 30 Juni 2025 7.724 $212.951 Tidak lagi dilacak
FNDC 30 Juni 2025 5.868 $212.438 Tidak lagi dilacak
NOC 31 Des. 2025 346 $210.825 3,4%
LMT 30 Juni 2025 471 $210.457 30,4%
ZBRA 31 Des. 2025 708 $210.389 52,7%
TMUS 31 Des. 2025 878 $210.081 -8,4%
TSCO 31 Des. 2025 3.691 $209.907 -28,7%
IJJ 31 Maret 2026 1.594 $209.754 Tidak lagi dilacak
AIG 30 Juni 2025 2.411 $209.612 -10,6%
IJK 31 Maret 2025 2.291 $208.321 Tidak lagi dilacak
IJK 31 Maret 2026 2.150 $208.292 Tidak lagi dilacak
BSX 31 Des. 2025 2.126 $207.561 -45,9%
MSI 31 Maret 2025 449 $207.547 9,5%
XLK 31 Maret 2026 1.432 $206.184 Tidak lagi dilacak
SBUX 30 Juni 2025 2.099 $205.891 17,6%
TSCO 30 Juni 2025 3.703 $204.035 -32,4%
XLK 31 Maret 2025 877 $203.950 Tidak lagi dilacak
AIG 31 Des. 2025 2.596 $203.923 -10,5%
ANETXXXX 31 Maret 2025 1.830 $202.270 Tidak lagi dilacak
MO 30 Juni 2025 3.367 $202.064 11,8%
VXF 31 Maret 2026 966 $201.960 Tidak lagi dilacak
MMM 31 Maret 2026 1.255 $201.005 26,2%
TXN 30 Sep. 2025 966 $200.561 46,8%
VRTX 31 Maret 2025 498 $200.545 11,5%
TT 31 Des. 2025 475 $200.431 18,0%
SYK 30 Sep. 2025 506 $200.189 -7,3%
KVUE 31 Des. 2025 10.005 $162.385 10,0%
RMT 31 Maret 2025 15.179 $147.994 70,2%
STRO 31 Des. 2025 11.002 $9.554 98,3%
OCEA 30 Juni 2025 69.570 $3.757 Tidak lagi dilacak
PEVM 30 Juni 2025 10.756 $3.745 Tidak lagi dilacak
QVCGAXXXX 30 Juni 2025 12.084 $2.430 Tidak lagi dilacak
CERO 31 Maret 2025 32.799 $1.968 Tidak lagi dilacak