Revolve Wealth Partners, LLC
13F Reported Value
ⓘ$965.2M
incl. option notional
Equity Holdings
ⓘ$961.1M
Option Notional
ⓘ$4.1M
$3.2M puts / $859,665 calls
Holdings
356
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Revolve Wealth Partners, LLC disclosed 356 positions worth $965.2M in its Form 13F-HR for Q2 2026 — $961.1M in common stock plus $4.1M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 129 new positions and exited 6. The portfolio is most concentrated in Other (70.7% of disclosed assets). All figures are sourced directly from Revolve Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1808992.
AI Fund Analysis
DiversifyingSector Allocation
13fpro.ai/research/fund/revolve-wealth-partners-llc-1808992
AUM History
13fpro.ai/research/fund/revolve-wealth-partners-llc-1808992
Top Equity Holdings by Value
13fpro.ai/research/fund/revolve-wealth-partners-llc-1808992
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$133.9M361,842 shISHARES TR - CORE MSCI EAFE
—Quality
$51.4M532,594 shEA SERIES TRUST - INTL QUAN VALUE
—Quality
$43.2M1,268,919 shEA SERIES TRUST - US QUAN MOMENTUM
—Quality
$32.4M411,612 shEA SERIES TRUST - SPAR INT VAL ETF
—Quality
$31.3M747,367 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$29.8M1,076,142 shCAMBRIA ETF TR - SHSHLD YIELD ETF
—Quality
$29.6M374,169 shSPDR SERIES TRUST - ST NUVE HIGH ETF
—Quality
$28.9M1,137,661 sh- 76.3
Quality
$20.7M71,400 sh SPDR SERIES TRUST - ST STR NUVEE ETF
—Quality
$20.6M449,303 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $133.9M | 361,842 |
| ISHARES TR - CORE MSCI EAFE | — | $51.4M | 532,594 |
| EA SERIES TRUST - INTL QUAN VALUE | — | $43.2M | 1,268,919 |
| EA SERIES TRUST - US QUAN MOMENTUM | — | $32.4M | 411,612 |
| EA SERIES TRUST - SPAR INT VAL ETF | — | $31.3M | 747,367 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $29.8M | 1,076,142 |
| CAMBRIA ETF TR - SHSHLD YIELD ETF | — | $29.6M | 374,169 |
| SPDR SERIES TRUST - ST NUVE HIGH ETF | — | $28.9M | 1,137,661 |
| 76.3 | $20.7M | 71,400 | |
| SPDR SERIES TRUST - ST STR NUVEE ETF | — | $20.6M | 449,303 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Revolve Wealth Partners, LLC's 356 positions.
Showing top 10 of 356 holdings.
Sector Allocation
Other
$679.7M
Technology
$106.2M
Financials
$82.3M
Industrials
$25.0M
Healthcare
$21.0M
Consumer Discretionary
$16.9M
Energy
$7.5M
Consumer Staples
$6.3M
Top Holdings — Revolve Wealth Partners, LLC (Q2 2026)
Top 150 of 356 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $133.9M | 13.9% | +2% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $51.4M | 5.3% | +2% | — |
| 3 | — | EA SERIES TRUST - INTL QUAN VALUE | $43.2M | 4.5% | +2% | — |
| 4 | — | EA SERIES TRUST - US QUAN MOMENTUM | $32.4M | 3.4% | +1% | — |
| 5 | — | EA SERIES TRUST - SPAR INT VAL ETF | $31.3M | 3.3% | +2% | — |
| 6 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $29.8M | 3.1% | +2% | — |
| 7 | — | CAMBRIA ETF TR - SHSHLD YIELD ETF | $29.6M | 3.1% | +3% | — |
| 8 | — | SPDR SERIES TRUST - ST NUVE HIGH ETF | $28.9M | 3.0% | +4% | — |
| 9 | Apple Inc. | $20.7M | 2.1% | +5% | 76.3 | |
| 10 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $20.6M | 2.1% | +2% | — |
| 11 | WisdomTree, Inc. | $19.6M | 2.0% | +5% | 59.6 | |
| 12 | WisdomTree, Inc. | $19.1M | 2.0% | +0% | 59.6 | |
| 13 | — | DIMENSIONAL ETF TRUST - CORE FIXE IN ETF | $18.7M | 1.9% | +2% | — |
| 14 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $17.5M | 1.8% | +2% | — |
| 15 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $16.2M | 1.7% | +3% | — |
| 16 | NVIDIA CORP | $15.6M | 1.6% | +9% | 85.9 | |
| 17 | — | VANECK ETF TRUST - HIGH YLD MUNIETF | $15.4M | 1.6% | +2% | — |
| 18 | — | ISHARES TR - CORE S&P500 ETF | $15.4M | 1.6% | +14% | — |
| 19 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $14.3M | 1.5% | -0% | — |
| 20 | — | ISHARES TR - NATIONAL MUN ETF | $13.2M | 1.4% | +9% | — |
| 21 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.1M | 1.3% | -0% | — |
| 22 | MICROSOFT CORP | $9.8M | 1.0% | +4% | 79.7 | |
| 23 | — | RBB FD INC - F/M US TREASURY | $9.7M | 1.0% | +47% | — |
| 24 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.3M | 1.0% | +1% | — |
| 25 | — | VANGUARD INDEX FDS - GROWTH ETF | $7.7M | 0.8% | +501% | — |
| 26 | Alphabet Inc. | $6.7M | 0.7% | +4% | 78.1 | |
| 27 | AMAZON COM INC | $6.6M | 0.7% | +14% | 68.4 | |
| 28 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $6.3M | 0.7% | NEW | — |
| 29 | — | ISHARES TR - EAFE GRWTH ETF | $6.3M | 0.7% | -2% | — |
| 30 | Invesco Ltd. | $5.9M | 0.6% | +2% | — | |
| 31 | Meta Platforms, Inc. | $5.8M | 0.6% | +15% | 79.6 | |
| 32 | MICRON TECHNOLOGY INC | $5.4M | 0.6% | +9% | 86.1 | |
| 33 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $5.4M | 0.6% | +114% | — |
| 34 | SPDR S&P 500 ETF TRUST | $5.3M | 0.6% | +13% | — | |
| 35 | — | VANGUARD STAR FDS - VG TL INTL STK F | $5.1M | 0.5% | +0% | — |
| 36 | Broadcom Inc. | $5.1M | 0.5% | +34% | 84.4 | |
| 37 | ADVANCED MICRO DEVICES INC | $4.8M | 0.5% | +5% | 79.7 | |
| 38 | Alphabet Inc. | $4.7M | 0.5% | +30% | 78.1 | |
| 39 | AMGEN INC | $4.7M | 0.5% | -3% | 79 | |
| 40 | JPMORGAN CHASE & CO | $4.4M | 0.5% | +6% | 70.3 | |
| 41 | — | AMERICAN CENTY ETF TR - US EQT ETF | $4.4M | 0.5% | +115% | — |
| 42 | VISA INC. | $4.0M | 0.4% | -1% | 82.7 | |
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.6M | 0.4% | -8% | — |
| 44 | BERKSHIRE HATHAWAY INC | $3.6M | 0.4% | +4% | 73.6 | |
| 45 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $3.5M | 0.4% | -3% | — |
| 46 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.2M | 0.3% | +299% | — |
| 47 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $3.2M | 0.3% | -1% | — |
| 48 | INVESCO QQQ TRUST, SERIES 1 | $3.1M | 0.3% | -8% | — | |
| 49 | JOHNSON & JOHNSON | $3.1M | 0.3% | +53% | 68.8 | |
| 50 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $3.1M | 0.3% | +5% | — |
| 51 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.0M | 0.3% | -0% | — |
| 52 | — | ISHARES TR - RUSSELL 2000 ETF | $2.9M | 0.3% | -1% | — |
| 53 | — | ISHARES TR - EAFE VALUE ETF | $2.9M | 0.3% | -2% | — |
| 54 | Compass, Inc. | $2.8M | 0.3% | +0% | 61 | |
| 55 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $2.8M | 0.3% | -2% | — |
| 56 | Tesla, Inc. | $2.7M | 0.3% | +2% | 53.6 | |
| 57 | — | ISHARES TR - CORE S&P SCP ETF | $2.6M | 0.3% | -1% | — |
| 58 | — | ISHARES TR - CORE MSCI TOTAL | $2.6M | 0.3% | -1% | — |
| 59 | SPDR S&P MIDCAP 400 ETF TRUST | $2.6M | 0.3% | +0% | — | |
| 60 | — | EA SERIES TRUST - ALPHA ARCHITECT | $2.5M | 0.3% | NEW | — |
| 61 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $2.5M | 0.3% | -5% | — |
| 62 | — | ISHARES TR - ESG MSCI KLD ETF | $2.4M | 0.3% | -4% | — |
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | $2.4M | 0.3% | +1% | — |
| 64 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.4M | 0.3% | NEW | — |
| 65 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | $2.2M | 0.2% | -2% | — |
| 66 | CISCO SYSTEMS, INC. | $2.2M | 0.2% | +84% | 70.1 | |
| 67 | ELI LILLY & Co | $2.1M | 0.2% | +11% | 87.5 | |
| 68 | AbbVie Inc. | $2.0M | 0.2% | +2% | 72.5 | |
| 69 | — | ISHARES TR - RUS 1000 GRW ETF | $2.0M | 0.2% | +264% | — |
| 70 | — | EA SERIES TRUST - ALPHA ARCHITECT | $2.0M | 0.2% | -1% | — |
| 71 | — | ISHARES TR - CORE S&P MCP ETF | $2.0M | 0.2% | -1% | — |
| 72 | APPLIED MATERIALS INC /DE | $2.0M | 0.2% | +100% | 72.1 | |
| 73 | Toll Brothers, Inc. | $1.9M | 0.2% | +0% | 57.9 | |
| 74 | — | ISHARES TR - RUS 1000 VAL ETF | $1.9M | 0.2% | NEW | — |
| 75 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $1.9M | 0.2% | +51% | — |
| 76 | COLGATE PALMOLIVE CO | $1.8M | 0.2% | +37% | 61 | |
| 77 | Mastercard Inc | $1.7M | 0.2% | +1% | 85 | |
| 78 | EXXON MOBIL CORP | $1.7M | 0.2% | +10% | 57.7 | |
| 79 | Nu Holdings Ltd. | $1.7M | 0.2% | -0% | — | |
| 80 | — | AMERICAN CENTY ETF TR - AVAN RE INTL ETF | $1.6M | 0.2% | -3% | — |
| 81 | Walmart Inc. | $1.6M | 0.2% | +38% | 59.9 | |
| 82 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.5M | 0.2% | NEW | — |
| 83 | GOLDMAN SACHS GROUP INC | $1.5M | 0.2% | +79% | 73.3 | |
| 84 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.5M | 0.2% | -1% | — |
| 85 | UNITEDHEALTH GROUP INC | $1.5M | 0.2% | +8% | 62.5 | |
| 86 | SPDR S&P 500 ETF TRUST | $1.5M | — | NEW | — | |
| 87 | — | ISHARES TR - ESG EAFE ETF | $1.5M | 0.2% | -3% | — |
| 88 | Invesco Ltd. | $1.5M | 0.1% | NEW | — | |
| 89 | — | EA SERIES TRUST - ALPHA ARCHITECT | $1.4M | 0.1% | +0% | — |
| 90 | DELTA AIR LINES, INC. | $1.4M | 0.1% | NEW | 57.3 | |
| 91 | RTX Corp | $1.3M | 0.1% | +32% | 73.1 | |
| 92 | — | NUSHARES ETF TR - NUVEEN ESG MIDVL | $1.3M | 0.1% | -0% | — |
| 93 | CITIGROUP INC | $1.2M | 0.1% | +247% | 64.7 | |
| 94 | GENERAL ELECTRIC CO | $1.2M | 0.1% | +4% | 73.6 | |
| 95 | CHEVRON CORP | $1.2M | 0.1% | +75% | 62.6 | |
| 96 | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | +2% | 65.9 | |
| 97 | — | NUSHARES ETF TR - NUVEEN ESG MIDCP | $1.2M | 0.1% | +2% | — |
| 98 | BANK OF AMERICA CORP /DE/ | $1.2M | 0.1% | +34% | 67.3 | |
| 99 | HOME DEPOT, INC. | $1.2M | 0.1% | +42% | 60.1 | |
| 100 | TD SYNNEX CORP | $1.1M | 0.1% | NEW | 58.2 | |
| 101 | EOG RESOURCES INC | $1.1M | 0.1% | NEW | 71.7 | |
| 102 | SPDR GOLD TRUST | $1.1M | 0.1% | +382% | — | |
| 103 | MCDONALDS CORP | $1.0M | 0.1% | +209% | 68.6 | |
| 104 | VALLEY NATIONAL BANCORP | $1.0M | 0.1% | NEW | 64.1 | |
| 105 | — | ISHARES TR - RUS MD CP GR ETF | $1.0M | 0.1% | -3% | — |
| 106 | INTEL CORP | $981,599 | 0.1% | +32% | 45.5 | |
| 107 | ORACLE CORP | $974,669 | 0.1% | +34% | 68.2 | |
| 108 | WILLIAMS COMPANIES, INC. | $971,549 | 0.1% | +333% | 64 | |
| 109 | PNC FINANCIAL SERVICES GROUP, INC. | $969,780 | 0.1% | NEW | 73.4 | |
| 110 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $969,667 | 0.1% | -8% | — |
| 111 | — | ISHARES TR - RUS MDCP VAL ETF | $960,606 | 0.1% | -2% | — |
| 112 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $960,008 | 0.1% | -6% | — |
| 113 | BORGWARNER INC | $956,160 | 0.1% | NEW | 55.7 | |
| 114 | Eaton Corp plc | $949,395 | 0.1% | +128% | — | |
| 115 | LAM RESEARCH CORP | $927,278 | 0.1% | +11% | 79.3 | |
| 116 | US Foods Holding Corp. | $926,692 | 0.1% | NEW | 58 | |
| 117 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $925,971 | 0.1% | -2% | — |
| 118 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $908,854 | 0.1% | -1% | — |
| 119 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $900,411 | 0.1% | -1% | — |
| 120 | Seagate Technology Holdings plc | $896,485 | 0.1% | NEW | — | |
| 121 | GE Vernova Inc. | $882,327 | 0.1% | +9% | 81.1 | |
| 122 | COLUMBIA BANKING SYSTEM, INC. | $862,145 | 0.1% | NEW | 63.4 | |
| 123 | CATERPILLAR INC | $858,764 | 0.1% | +4% | 66.3 | |
| 124 | PROCTER & GAMBLE Co | $842,375 | 0.1% | +2% | 64.4 | |
| 125 | AMETEK INC/ | $827,208 | 0.1% | NEW | 69.5 | |
| 126 | Shell plc | $821,459 | 0.1% | NEW | — | |
| 127 | CSX CORP | $819,966 | 0.1% | -6% | 64.9 | |
| 128 | INTERNATIONAL BUSINESS MACHINES CORP | $818,631 | 0.1% | +30% | 69.7 | |
| 129 | CLEAN HARBORS INC | $817,081 | 0.1% | NEW | 55.2 | |
| 130 | ANALOG DEVICES INC | $808,638 | 0.1% | +4% | 79.1 | |
| 131 | LINDE PLC | $802,281 | 0.1% | +84% | — | |
| 132 | ROYAL CARIBBEAN CRUISES LTD | $798,012 | 0.1% | +2% | — | |
| 133 | NETFLIX INC | $795,610 | 0.1% | -1% | 78.6 | |
| 134 | — | ISHARES TR - MSCI EMG MKT ETF | $791,367 | 0.1% | -0% | — |
| 135 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $788,760 | 0.1% | +110% | — |
| 136 | CARDINAL HEALTH INC | $783,948 | 0.1% | NEW | 62.3 | |
| 137 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $783,692 | 0.1% | NEW | — | |
| 138 | ABBOTT LABORATORIES | $774,797 | 0.1% | +125% | 65.2 | |
| 139 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $768,691 | 0.1% | +103% | — |
| 140 | — | ISHARES TR - MSCI EAFE ETF | $763,083 | 0.1% | +0% | — |
| 141 | Palantir Technologies Inc. | $750,681 | 0.1% | -2% | 84.5 | |
| 142 | ASML HOLDING NV | $750,019 | 0.1% | NEW | — | |
| 143 | COCA COLA CO | $748,286 | 0.1% | +6% | 69.3 | |
| 144 | UNITEDHEALTH GROUP INC | $748,134 | — | -5% | 62.5 | |
| 145 | CVS HEALTH Corp | $733,749 | 0.1% | +127% | 59.2 | |
| 146 | Chubb Ltd | $732,994 | 0.1% | +151% | — | |
| 147 | Merck & Co., Inc. | $728,462 | 0.1% | +6% | 59.7 | |
| 148 | KLA CORP | $724,707 | 0.1% | +949% | 78.5 | |
| 149 | Invesco Ltd. | $717,445 | 0.1% | +0% | — | |
| 150 | AMPHENOL CORP /DE/ | $717,272 | 0.1% | +6% | 79.1 |
New Positions (129)
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