Revolve Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1808992
Institutional-grade research for retail investors
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
DiversifyingVANGUARD INDEX FDS - TOTAL
13.9% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
5.3% weight
Held 10 quarters
EA SERIES TRUST - INTL QUA
4.5% weight
Held 10 quarters
EA SERIES TRUST - US QUAN
3.4% weight
Held 10 quarters
EA SERIES TRUST - SPAR INT
3.3% weight
Held 10 quarters
SCHWAB STRATEGIC TR - INTL
9 quarters accumulating
$AVGO9 quarters accumulating
$ROK8 quarters accumulating
$TJX7 quarters accumulating
$BA6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
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.
$SPYPUT$1M notional
$UNHPUT$748K notional
$QQQPUT$589K notional
$MSFTCALL$560K notional
$VPUT$412K notional
$NVDACALL$300K notional
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
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- 76.1
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 | — | $28.9M | 1,137,661 |
 Apple Inc.$AAPL | 76.1 | $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
Full Holdings — Revolve Wealth Partners, LLC (Q2 2026)
All 356 disclosed positions 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 | $AAPL | Apple Inc. | $20.7M | 2.1% | +5% | 76.1 |
| 10 | — | SPDR SERIES TRUST - ST STR NUVEE ETF | $20.6M | 2.1% | +2% | — |
| 11 |  $WT | WisdomTree, Inc. | $19.6M | 2.0% | +5% | 62.9 |
| 12 | $WT | WisdomTree, Inc. | $19.1M | 2.0% | +0% | 62.9 |
| 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 |  $NVDA | NVIDIA CORP | $15.6M | 1.6% | +9% | 90.2 |
| 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 |  $MSFT | MICROSOFT CORP | $9.8M | 1.0% | +4% | 83.7 |
| 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 |  $GOOG | Alphabet Inc. | $6.7M | 0.7% | +4% | 80.2 |
| 27 |  $AMZN | AMAZON COM INC | $6.6M | 0.7% | +14% | 74.6 |
| 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 |  $IVZ | Invesco Ltd. | $5.9M | 0.6% | +2% | — |
| 31 |  $META | Meta Platforms, Inc. | $5.8M | 0.6% | +15% | 80.9 |
| 32 |  $MU | MICRON TECHNOLOGY INC | $5.4M | 0.6% | +9% | 88.4 |
| 33 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $5.4M | 0.6% | +114% | — |
| 34 |  $SPY | 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 | $AVGO | Broadcom Inc. | $5.1M | 0.5% | +34% | 86.4 |
| 37 |  $AMD | ADVANCED MICRO DEVICES INC | $4.8M | 0.5% | +5% | 78.8 |
| 38 |  $GOOGL | Alphabet Inc. | $4.7M | 0.5% | +30% | 80.2 |
| 39 |  $AMGN | AMGEN INC | $4.7M | 0.5% | -3% | 79.5 |
| 40 |  $JPM | JPMORGAN CHASE & CO | $4.4M | 0.5% | +6% | 35.6 |
| 41 | — | AMERICAN CENTY ETF TR - US EQT ETF | $4.4M | 0.5% | +115% | — |
| 42 |  $V | VISA INC. | $4.0M | 0.4% | -1% | 83.5 |
| 43 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.6M | 0.4% | -8% | — |
| 44 |  $BRK.B | BERKSHIRE HATHAWAY INC | $3.6M | 0.4% | +4% | 64.5 |
| 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 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.1M | 0.3% | -8% | — |
| 49 |  $JNJ | JOHNSON & JOHNSON | $3.1M | 0.3% | +53% | 72.8 |
| 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 |  $COMP | Compass, Inc. | $2.8M | 0.3% | +0% | 58.3 |
| 55 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $2.8M | 0.3% | -2% | — |
| 56 |  $TSLA | Tesla, Inc. | $2.7M | 0.3% | +2% | 50.1 |
| 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 |  $MDY | 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 |  $CSCO | CISCO SYSTEMS, INC. | $2.2M | 0.2% | +84% | 72.3 |
| 67 |  $LLY | ELI LILLY & Co | $2.1M | 0.2% | +11% | 89.3 |
| 68 |  $ABBV | AbbVie Inc. | $2.0M | 0.2% | +2% | 59.3 |
| 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 |  $AMAT | APPLIED MATERIALS INC /DE | $2.0M | 0.2% | +100% | 74.8 |
| 73 |  $TOL | Toll Brothers, Inc. | $1.9M | 0.2% | +0% | 68.3 |
| 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 |  $CL | COLGATE PALMOLIVE CO | $1.8M | 0.2% | +37% | 72.4 |
| 77 |  $MA | Mastercard Inc | $1.7M | 0.2% | +1% | 81.7 |
| 78 |  $XOM | EXXON MOBIL CORP | $1.7M | 0.2% | +10% | 61.8 |
| 79 |  $NU | Nu Holdings Ltd. | $1.7M | 0.2% | -0% | — |
| 80 | — | AMERICAN CENTY ETF TR - AVAN RE INTL ETF | $1.6M | 0.2% | -3% | — |
| 81 |  $WMT | Walmart Inc. | $1.6M | 0.2% | +38% | 63.2 |
| 82 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.5M | 0.2% | NEW | — |
| 83 |  $GS | GOLDMAN SACHS GROUP INC | $1.5M | 0.2% | +79% | — |
| 84 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $1.5M | 0.2% | -1% | — |
| 85 |  $UNH | UNITEDHEALTH GROUP INC | $1.5M | 0.2% | +8% | 66.8 |
| 86 | $SPYPUT | SPDR S&P 500 ETF TRUST | $1.5M | — | NEW | — |
| 87 | — | ISHARES TR - ESG EAFE ETF | $1.5M | 0.2% | -3% | — |
| 88 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | NEW | — |
| 89 | — | EA SERIES TRUST - ALPHA ARCHITECT | $1.4M | 0.1% | +0% | — |
| 90 |  $DAL | DELTA AIR LINES, INC. | $1.4M | 0.1% | NEW | 64.4 |
| 91 |  $RTX | RTX Corp | $1.3M | 0.1% | +32% | 70 |
| 92 | — | NUSHARES ETF TR - NUVEEN ESG MIDVL | $1.3M | 0.1% | -0% | — |
| 93 |  $C | CITIGROUP INC | $1.2M | 0.1% | +247% | 54.8 |
| 94 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.1% | +4% | 74.8 |
| 95 |  $CVX | CHEVRON CORP | $1.2M | 0.1% | +75% | 54.7 |
| 96 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.2M | 0.1% | +2% | 67 |
| 97 | — | NUSHARES ETF TR - NUVEEN ESG MIDCP | $1.2M | 0.1% | +2% | — |
| 98 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.2M | 0.1% | +34% | 68.4 |
| 99 |  $HD | HOME DEPOT, INC. | $1.2M | 0.1% | +42% | 69.2 |
| 100 |  $SNX | TD SYNNEX CORP | $1.1M | 0.1% | NEW | 55.2 |
| 101 |  $EOG | EOG RESOURCES INC | $1.1M | 0.1% | NEW | 71.1 |
| 102 |  $GLD | SPDR GOLD TRUST | $1.1M | 0.1% | +382% | — |
| 103 |  $MCD | MCDONALDS CORP | $1.0M | 0.1% | +209% | 73.9 |
| 104 |  $VLY | VALLEY NATIONAL BANCORP | $1.0M | 0.1% | NEW | — |
| 105 | — | ISHARES TR - RUS MD CP GR ETF | $1.0M | 0.1% | -3% | — |
| 106 |  $INTC | INTEL CORP | $981,599 | 0.1% | +32% | 41.5 |
| 107 |  $ORCL | ORACLE CORP | $974,669 | 0.1% | +34% | 67.2 |
| 108 |  $WMB | WILLIAMS COMPANIES, INC. | $971,549 | 0.1% | +333% | 72.8 |
| 109 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $969,780 | 0.1% | NEW | 70.9 |
| 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 |  $BWA | BORGWARNER INC | $956,160 | 0.1% | NEW | 57.2 |
| 114 |  $ETN | Eaton Corp plc | $949,395 | 0.1% | +128% | — |
| 115 |  $LRCX | LAM RESEARCH CORP | $927,278 | 0.1% | +11% | 82.4 |
| 116 |  $USFD | US Foods Holding Corp. | $926,692 | 0.1% | NEW | 60.6 |
| 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 |  $STX | Seagate Technology Holdings plc | $896,485 | 0.1% | NEW | — |
| 121 |  $GEV | GE Vernova Inc. | $882,327 | 0.1% | +9% | 70.1 |
| 122 |  $COLB | COLUMBIA BANKING SYSTEM, INC. | $862,145 | 0.1% | NEW | 33 |
| 123 |  $CAT | CATERPILLAR INC | $858,764 | 0.1% | +4% | 67.8 |
| 124 |  $PG | PROCTER & GAMBLE Co | $842,375 | 0.1% | +2% | 72.9 |
| 125 |  $AME | AMETEK INC/ | $827,208 | 0.1% | NEW | 74.2 |
| 126 |  $SHEL | Shell plc | $821,459 | 0.1% | NEW | — |
| 127 |  $CSX | CSX CORP | $819,966 | 0.1% | -6% | 66.4 |
| 128 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $818,631 | 0.1% | +30% | 66.7 |
| 129 |  $CLH | CLEAN HARBORS INC | $817,081 | 0.1% | NEW | 56.3 |
| 130 |  $ADI | ANALOG DEVICES INC | $808,638 | 0.1% | +4% | 76.2 |
| 131 |  $LIN | LINDE PLC | $802,281 | 0.1% | +84% | — |
| 132 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $798,012 | 0.1% | +2% | — |
| 133 |  $NFLX | NETFLIX INC | $795,610 | 0.1% | -1% | 86.7 |
| 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 |  $CAH | CARDINAL HEALTH INC | $783,948 | 0.1% | NEW | 58.6 |
| 137 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $783,692 | 0.1% | NEW | — |
| 138 |  $ABT | ABBOTT LABORATORIES | $774,797 | 0.1% | +125% | 67 |
| 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 |  $PLTR | Palantir Technologies Inc. | $750,681 | 0.1% | -2% | 85.8 |
| 142 |  $ASML | ASML HOLDING NV | $750,019 | 0.1% | NEW | — |
| 143 |  $KO | COCA COLA CO | $748,286 | 0.1% | +6% | 74 |
| 144 | $UNHPUT | UNITEDHEALTH GROUP INC | $748,134 | — | -5% | 66.8 |
| 145 |  $CVS | CVS HEALTH Corp | $733,749 | 0.1% | +127% | 51.3 |
| 146 |  $CB | Chubb Ltd | $732,994 | 0.1% | +151% | — |
| 147 |  $MRK | Merck & Co., Inc. | $728,462 | 0.1% | +6% | 70.9 |
| 148 |  $KLAC | KLA CORP | $724,707 | 0.1% | +949% | 84.4 |
| 149 | $IVZ | Invesco Ltd. | $717,445 | 0.1% | +0% | — |
| 150 |  $APH | AMPHENOL CORP /DE/ | $717,272 | 0.1% | +6% | 80.5 |
| 151 |  $UNP | UNION PACIFIC CORP | $708,118 | 0.1% | +190% | 74 |
| 152 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $699,070 | 0.1% | -12% | — |
| 153 | — | ISHARES TR - 0-3 MTH TREASURY | $698,310 | 0.1% | NEW | — |
| 154 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $693,890 | 0.1% | -4% | — |
| 155 |  $ISRG | INTUITIVE SURGICAL INC | $692,759 | 0.1% | -6% | 81.4 |
| 156 |  $GILD | GILEAD SCIENCES, INC. | $691,398 | 0.1% | +52% | 77.8 |
| 157 | — | SPDR SERIES TRUST - ST STR P400MID | $686,747 | 0.1% | +0% | — |
| 158 |  $ATO | ATMOS ENERGY CORP | $682,534 | 0.1% | NEW | 72 |
| 159 |  $RJF | RAYMOND JAMES FINANCIAL INC | $682,311 | 0.1% | +116% | 63.8 |
| 160 |  $AXP | AMERICAN EXPRESS CO | $663,666 | 0.1% | +26% | 73.2 |
| 161 |  $NEE | NEXTERA ENERGY INC | $661,368 | 0.1% | +56% | 71.7 |
| 162 | $ROK | ROCKWELL AUTOMATION, INC | $650,939 | 0.1% | +5% | 68.2 |
| 163 |  $BX | Blackstone Inc. | $639,066 | 0.1% | +4% | 68 |
| 164 |  $MELI | MERCADOLIBRE INC | $638,219 | 0.1% | NEW | 77.5 |
| 165 | $IVZ | Invesco Ltd. | $636,419 | 0.1% | +0% | — |
| 166 |  $CW | CURTISS WRIGHT CORP | $630,456 | 0.1% | NEW | 70.7 |
| 167 | — | ISHARES TR - CORE US AGGBD ET | $628,436 | 0.1% | +0% | — |
| 168 | — | ISHARES TR - RUS TP200 GR ETF | $617,858 | 0.1% | +0% | — |
| 169 |  $MUSA | Murphy USA Inc. | $611,079 | 0.1% | NEW | 53.2 |
| 170 | — | ISHARES INC - CORE MSCI EMKT | $610,735 | 0.1% | +0% | — |
| 171 |  $ESI | Element Solutions Inc | $590,763 | 0.1% | NEW | 63.1 |
| 172 |  $AVY | Avery Dennison Corp | $590,575 | 0.1% | NEW | 62.9 |
| 173 |  $FLS | FLOWSERVE CORP | $589,943 | 0.1% | NEW | 66.2 |
| 174 | $QQQPUT | INVESCO QQQ TRUST, SERIES 1 | $589,120 | — | NEW | — |
| 175 |  $CSL | CARLISLE COMPANIES INC | $587,292 | 0.1% | NEW | 65 |
| 176 |  $APD | Air Products & Chemicals, Inc. | $584,911 | 0.1% | +0% | 41.2 |
| 177 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $562,522 | 0.1% | NEW | — |
| 178 | $MSFTCALL | MICROSOFT CORP | $559,530 | — | NEW | 83.7 |
| 179 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $546,791 | 0.1% | NEW | 65.9 |
| 180 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $543,717 | 0.1% | -1% | — |
| 181 |  $TGT | TARGET CORP | $543,107 | 0.1% | NEW | 53.1 |
| 182 | — | VANGUARD INDEX FDS - VALUE ETF | $536,982 | 0.1% | -8% | — |
| 183 | — | ISHARES TR - SHRT NAT MUN ETF | $527,452 | 0.1% | +0% | — |
| 184 |  $LEN | LENNAR CORP /NEW/ | $521,779 | 0.1% | -5% | 49.2 |
| 185 |  $BITW | Bitwise 10 Crypto Index ETF | $518,303 | 0.1% | -0% | — |
| 186 |  $ESE | ESCO TECHNOLOGIES INC | $515,259 | 0.1% | NEW | 63 |
| 187 |  $WFC | WELLS FARGO & COMPANY/MN | $514,029 | 0.1% | +27% | — |
| 188 |  $IDXX | IDEXX LABORATORIES INC /DE | $506,962 | 0.1% | +8% | 73.6 |
| 189 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $502,358 | 0.1% | NEW | — |
| 190 |  $NOW | ServiceNow, Inc. | $493,521 | 0.1% | +15% | 76 |
| 191 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $487,091 | 0.1% | -4% | — |
| 192 |  $SAIA | SAIA INC | $484,755 | 0.1% | NEW | 57.3 |
| 193 |  $PM | Philip Morris International Inc. | $481,105 | 0.1% | +6% | 80.5 |
| 194 |  $RL | RALPH LAUREN CORP | $478,882 | 0.1% | NEW | 76.6 |
| 195 | — | ISHARES TR - RUSSELL 3000 ETF | $475,230 | 0.1% | +0% | — |
| 196 |  $TXN | TEXAS INSTRUMENTS INC | $470,951 | 0.1% | +53% | 70.4 |
| 197 |  $SNDK | Sandisk Corp | $468,388 | 0.1% | NEW | 88.8 |
| 198 |  $PNFP | Pinnacle Financial Partners, Inc. | $465,158 | 0.1% | NEW | — |
| 199 |  $DIS | Walt Disney Co | $465,027 | 0.1% | +7% | 68.9 |
| 200 | $TJX | TJX COMPANIES INC /DE/ | $463,287 | 0.1% | +18% | 70.7 |
| 201 |  $PANW | Palo Alto Networks Inc | $462,082 | 0.1% | NEW | 66.5 |
| 202 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $461,256 | 0.1% | NEW | 63.2 |
| 203 |  $Q | Qnity Electronics, Inc. | $461,024 | 0.1% | NEW | — |
| 204 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $457,460 | 0.1% | NEW | 68.2 |
| 205 |  $ED | CONSOLIDATED EDISON INC | $455,492 | 0.1% | +6% | 71.6 |
| 206 |  $MS | MORGAN STANLEY | $449,709 | 0.1% | +7% | — |
| 207 |  $HON | HONEYWELL INTERNATIONAL INC | $444,040 | 0.1% | -14% | 65.7 |
| 208 |  $HUM | HUMANA INC | $441,752 | 0.1% | NEW | 82 |
| 209 |  $ANET | Arista Networks, Inc. | $439,819 | 0.1% | +4% | 86 |
| 210 |  $APP | AppLovin Corp | $438,461 | 0.1% | +3% | 86.8 |
| 211 |  $PLXS | PLEXUS CORP | $434,769 | 0.1% | NEW | 41.8 |
| 212 |  $WCN | Waste Connections, Inc. | $433,394 | 0.1% | NEW | — |
| 213 |  $HONA | Honeywell Aerospace Inc. | $430,885 | 0.0% | NEW | — |
| 214 |  $MLM | MARTIN MARIETTA MATERIALS INC | $429,642 | 0.0% | NEW | 67.6 |
| 215 |  $DUK | Duke Energy CORP | $428,956 | 0.0% | +8% | 64 |
| 216 |  $GBCI | GLACIER BANCORP, INC. | $423,988 | 0.0% | NEW | 62.1 |
| 217 |  $FNV | FRANCO NEVADA Corp | $421,674 | 0.0% | NEW | — |
| 218 |  $DXCM | DEXCOM INC | $421,140 | 0.0% | +0% | 77.9 |
| 219 |  $PRMB | Primo Brands Corp | $418,731 | 0.0% | NEW | 46.5 |
| 220 |  $MRVL | Marvell Technology, Inc. | $412,648 | 0.0% | NEW | 77.3 |
| 221 | $VPUT | VISA INC. | $411,708 | — | NEW | 83.5 |
| 222 |  $OKE | ONEOK INC /NEW/ | $410,292 | 0.0% | -14% | 72 |
| 223 | — | WISDOMTREE TR - EM EX ST-OWNED | $409,703 | 0.0% | +0% | — |
| 224 |  $COF | CAPITAL ONE FINANCIAL CORP | $404,061 | 0.0% | +3% | 71 |
| 225 |  $STT | STATE STREET CORP | $401,847 | 0.0% | NEW | 61.5 |
| 226 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $401,208 | 0.0% | NEW | 61.9 |
| 227 |  $BKNG | Booking Holdings Inc. | $400,327 | 0.0% | NEW | 55.3 |
| 228 |  $__PARK_1390777 | Bank of New York Mellon Corp | $398,279 | 0.0% | +7% | 36.7 |
| 229 |  $EMR | EMERSON ELECTRIC CO | $397,957 | 0.0% | +20% | 65.9 |
| 230 |  $QCOM | QUALCOMM INC/DE | $395,580 | 0.0% | +10% | 81.9 |
| 231 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $391,863 | 0.0% | +0% | — |
| 232 |  $AON | Aon plc | $384,429 | 0.0% | NEW | — |
| 233 |  $TWLO | TWILIO INC | $381,298 | 0.0% | NEW | 59.5 |
| 234 | — | ISHARES TR - TRUST ISHARE 0-1 | $379,568 | 0.0% | NEW | — |
| 235 |  $VRSK | Verisk Analytics, Inc. | $375,038 | 0.0% | NEW | 77.3 |
| 236 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $372,031 | 0.0% | NEW | 71.5 |
| 237 | — | ISHARES TR - RUS MID CAP ETF | $370,675 | 0.0% | +0% | — |
| 238 |  $PH | Parker-Hannifin Corp | $369,754 | 0.0% | +2% | 73.8 |
| 239 |  $VZ | VERIZON COMMUNICATIONS INC | $368,766 | 0.0% | +1% | 71.6 |
| 240 |  $PEP | PEPSICO INC | $366,768 | 0.0% | +1% | 62.7 |
| 241 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $366,645 | 0.0% | +0% | 68.8 |
| 242 |  $BN | BROOKFIELD Corp /ON/ | $365,550 | 0.0% | NEW | — |
| 243 |  $WDC | WESTERN DIGITAL CORP | $365,348 | 0.0% | NEW | 76.8 |
| 244 |  $GBTC | Grayscale Bitcoin Trust ETF | $363,841 | 0.0% | +0% | — |
| 245 |  $EXR | Extra Space Storage Inc. | $359,078 | 0.0% | NEW | 66.7 |
| 246 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $358,007 | 0.0% | +17% | — |
| 247 |  $ADBE | ADOBE INC. | $356,735 | 0.0% | +45% | 80.4 |
| 248 |  $BCO | BRINKS CO | $354,432 | 0.0% | NEW | 52 |
| 249 |  $CRM | Salesforce, Inc. | $353,112 | 0.0% | +43% | 75.2 |
| 250 |  $DHR | DANAHER CORP /DE/ | $351,630 | 0.0% | -3% | 63.9 |
| 251 |  $UBSI | UNITED BANKSHARES INC/WV | $351,241 | 0.0% | NEW | — |
| 252 |  $ACA | Arcosa, Inc. | $351,166 | 0.0% | NEW | 61.3 |
| 253 |  $T | AT&T INC. | $347,870 | 0.0% | -8% | 71.9 |
| 254 |  $CRH | CRH PUBLIC LTD CO | $339,190 | 0.0% | NEW | — |
| 255 |  $NTAP | NetApp, Inc. | $339,097 | 0.0% | NEW | 75 |
| 256 |  $BLK | BlackRock, Inc. | $336,636 | 0.0% | +6% | 70.3 |
| 257 |  $HSY | HERSHEY CO | $335,817 | 0.0% | NEW | 59.4 |
| 258 |  $GD | GENERAL DYNAMICS CORP | $330,506 | 0.0% | +10% | 73 |
| 259 |  $A | AGILENT TECHNOLOGIES, INC. | $319,589 | 0.0% | NEW | 64.6 |
| 260 |  $SYK | STRYKER CORP | $319,563 | 0.0% | NEW | 69.8 |
| 261 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $317,641 | 0.0% | +2% | 74.6 |
| 262 |  $GLW | CORNING INC /NY | $316,238 | 0.0% | NEW | 72.7 |
| 263 |  $WELL | WELLTOWER INC. | $315,942 | 0.0% | +3% | 75.7 |
| 264 | $BA | BOEING CO | $314,826 | 0.0% | +11% | 51.8 |
| 265 | — | ISHARES TR - CORE S&P US GWT | $313,815 | 0.0% | -1% | — |
| 266 | — | ISHARES TR - ULTRA SHORT DUR | $311,522 | 0.0% | NEW | — |
| 267 |  $RACE | Ferrari N.V. | $306,767 | 0.0% | NEW | — |
| 268 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $302,882 | 0.0% | -7% | — |
| 269 |  $CVBF | CVB FINANCIAL CORP | $302,711 | 0.0% | NEW | — |
| 270 |  $TPR | TAPESTRY, INC. | $302,128 | 0.0% | +2% | 76.4 |
| 271 |  $PFE | PFIZER INC | $301,874 | 0.0% | +10% | 69 |
| 272 |  $ROAD | Construction Partners, Inc. | $301,557 | 0.0% | NEW | 62.9 |
| 273 |  $BJ | BJ's Wholesale Club Holdings, Inc. | $301,083 | 0.0% | NEW | 58.8 |
| 274 |  $JCI | Johnson Controls International plc | $300,402 | 0.0% | NEW | — |
| 275 | $NVDACALL | NVIDIA CORP | $300,135 | — | NEW | 90.2 |
| 276 |  $ONB | OLD NATIONAL BANCORP /IN/ | $299,352 | 0.0% | NEW | — |
| 277 |  $ITW | ILLINOIS TOOL WORKS INC | $296,495 | 0.0% | NEW | 71.2 |
| 278 |  $PGR | PROGRESSIVE CORP/OH/ | $295,784 | 0.0% | +17% | 83.6 |
| 279 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $292,374 | 0.0% | NEW | 74.4 |
| 280 |  $RYN | RAYONIER INC | $292,281 | 0.0% | NEW | 68.1 |
| 281 |  $DELL | Dell Technologies Inc. | $289,510 | 0.0% | NEW | 76 |
| 282 |  $IAU | ISHARES GOLD TRUST | $287,693 | 0.0% | +0% | — |
| 283 |  $BDX | BECTON DICKINSON & CO | $281,776 | 0.0% | NEW | 50.7 |
| 284 |  $MCK | MCKESSON CORP | $281,089 | 0.0% | +4% | 63.7 |
| 285 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $279,982 | 0.0% | NEW | — |
| 286 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $277,020 | 0.0% | -1% | 63.7 |
| 287 |  $TRV | TRAVELERS COMPANIES, INC. | $274,410 | 0.0% | +19% | 71.5 |
| 288 |  $ALL | ALLSTATE CORP | $273,902 | 0.0% | +14% | 76.6 |
| 289 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $273,088 | 0.0% | -18% | — |
| 290 |  $INTU | INTUIT INC. | $270,918 | 0.0% | +22% | 82 |
| 291 | — | ISHARES TR - RUS 1000 ETF | $268,632 | 0.0% | -1% | — |
| 292 |  $KEYS | Keysight Technologies, Inc. | $267,103 | 0.0% | NEW | 72.3 |
| 293 |  $SO | SOUTHERN CO | $265,239 | 0.0% | +10% | 65.1 |
| 294 |  $ROST | ROSS STORES, INC. | $263,508 | 0.0% | +19% | 71.5 |
| 295 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $262,648 | 0.0% | +3% | 76.3 |
| 296 | — | ISHARES INC - MSCI SWITZERLAND | $260,576 | 0.0% | NEW | — |
| 297 |  $CARR | CARRIER GLOBAL Corp | $258,339 | 0.0% | NEW | 61.5 |
| 298 |  $AZN | ASTRAZENECA PLC | $253,522 | 0.0% | NEW | — |
| 299 | — | ISHARES TR - INTL SEL DIV ETF | $248,166 | 0.0% | NEW | — |
| 300 |  $IBP | Installed Building Products, Inc. | $246,159 | 0.0% | NEW | 62.4 |
| 301 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $244,271 | 0.0% | NEW | — |
| 302 |  $PWR | QUANTA SERVICES, INC. | $244,094 | 0.0% | NEW | 62.6 |
| 303 |  $WM | WASTE MANAGEMENT INC | $243,674 | 0.0% | -1% | 70.7 |
| 304 |  $CMI | CUMMINS INC | $243,258 | 0.0% | NEW | 58.9 |
| 305 |  $WPC | W. P. Carey Inc. | $242,986 | 0.0% | NEW | 62.1 |
| 306 |  $ICUI | ICU MEDICAL INC/DE | $242,916 | 0.0% | NEW | 40.5 |
| 307 |  $AMP | AMERIPRISE FINANCIAL INC | $242,698 | 0.0% | +5% | 70.2 |
| 308 |  $TT | Trane Technologies plc | $242,633 | 0.0% | NEW | — |
| 309 |  $MO | ALTRIA GROUP, INC. | $242,367 | 0.0% | -6% | 72.1 |
| 310 |  $PODD | INSULET CORP | $241,469 | 0.0% | +1% | 70.4 |
| 311 | — | RBB FD INC - US TRSRY 6 MNTH | $239,847 | 0.0% | +1% | — |
| 312 |  $WLY | JOHN WILEY & SONS, INC. | $239,154 | 0.0% | NEW | 50.6 |
| 313 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $237,780 | 0.0% | NEW | — |
| 314 |  $LOW | LOWES COMPANIES INC | $236,491 | 0.0% | -9% | 63.5 |
| 315 |  $LFUS | LITTELFUSE INC /DE | $234,495 | 0.0% | NEW | 58.7 |
| 316 |  $GM | General Motors Co | $234,341 | 0.0% | +4% | 58.7 |
| 317 |  $DTB | DTE ENERGY CO | $231,475 | 0.0% | +9% | — |
| 318 |  $DE | DEERE & CO | $230,926 | 0.0% | NEW | 57.4 |
| 319 |  $BMY | BRISTOL MYERS SQUIBB CO | $229,729 | 0.0% | +4% | 70.1 |
| 320 | — | ISHARES TR - JPMORGAN USD EMG | $228,081 | 0.0% | NEW | — |
| 321 | $NU | Nu Holdings Ltd. | $225,557 | 0.0% | NEW | — |
| 322 |  $SBUX | STARBUCKS CORP | $224,409 | 0.0% | NEW | 54.6 |
| 323 |  $NGG | NATIONAL GRID PLC | $223,086 | 0.0% | NEW | — |
| 324 |  $HAE | HAEMONETICS CORP | $222,750 | 0.0% | NEW | 61.1 |
| 325 |  $INDB | INDEPENDENT BANK CORP | $221,439 | 0.0% | NEW | — |
| 326 | — | ISHARES TR - ESG AW MSCI EAFE | $219,509 | 0.0% | +0% | — |
| 327 |  $OBK | Origin Bancorp, Inc. | $218,922 | 0.0% | NEW | — |
| 328 |  $SHOP | SHOPIFY INC. | $217,855 | 0.0% | -14% | — |
| 329 |  $MMM | 3M CO | $216,926 | 0.0% | NEW | 60.7 |
| 330 | — | TIDAL TRUST I - SOFI SELECT 500 | $216,606 | 0.0% | NEW | — |
| 331 |  $ETR | ENTERGY CORP /DE/ | $215,894 | 0.0% | NEW | 65.1 |
| 332 | $WT | WisdomTree, Inc. | $215,563 | 0.0% | NEW | 62.9 |
| 333 |  $EBAY | EBAY INC | $214,357 | 0.0% | NEW | 69.3 |
| 334 |  $FTNT | Fortinet, Inc. | $212,456 | 0.0% | NEW | 78.1 |
| 335 |  $SPGI | S&P Global Inc. | $211,368 | 0.0% | +9% | 79.4 |
| 336 |  $UBER | Uber Technologies, Inc | $210,924 | 0.0% | -63% | 79.3 |
| 337 |  $MGY | Magnolia Oil & Gas Corp | $210,089 | 0.0% | NEW | 71.2 |
| 338 |  $CWST | CASELLA WASTE SYSTEMS INC | $209,746 | 0.0% | NEW | 48.6 |
| 339 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $207,282 | 0.0% | +4% | 69.5 |
| 340 |  $BDC | BELDEN INC. | $206,365 | 0.0% | NEW | 57.4 |
| 341 |  $PLUS | EPLUS INC | $206,161 | 0.0% | NEW | 56 |
| 342 |  $LKFN | LAKELAND FINANCIAL CORP | $206,145 | 0.0% | NEW | — |
| 343 |  $EW | Edwards Lifesciences Corp | $205,887 | 0.0% | NEW | 67.6 |
| 344 |  $TXT | TEXTRON INC | $204,925 | 0.0% | NEW | 58.2 |
| 345 |  $DORM | Dorman Products, Inc. | $204,266 | 0.0% | NEW | 63.1 |
| 346 |  $MOD | MODINE MANUFACTURING CO | $202,401 | 0.0% | NEW | 48.8 |
| 347 |  $VEEV | VEEVA SYSTEMS INC | $201,074 | 0.0% | -2% | 77.8 |
| 348 |  $SCHW | SCHWAB CHARLES CORP | $200,343 | 0.0% | -0% | 77.2 |
| 349 |  $FIX | COMFORT SYSTEMS USA INC | $200,177 | 0.0% | NEW | 79.5 |
| 350 |  $ADCT | ADC Therapeutics SA | $107,000 | 0.0% | NEW | 16.3 |
| 351 |  $JBI | Janus International Group, Inc. | $69,702 | 0.0% | NEW | 40.6 |
| 352 |  $RIG | Transocean Ltd. | $61,634 | 0.0% | +0% | — |
| 353 |  $ELDN | Eledon Pharmaceuticals, Inc. | $55,723 | 0.0% | +0% | — |
| 354 |  $BLND | Blend Labs, Inc. | $53,940 | 0.0% | -1% | 24.1 |
| 355 |  $WTI | W&T OFFSHORE INC | $31,824 | 0.0% | -2% | 33.8 |
| 356 |  $DFNS | T3 Defense Inc. | $2,497 | 0.0% | NEW | 38.3 |
New Positions (129)
DIMENSIONAL ETF TRUST - US CORE EQT MKT$6.3M
EA SERIES TRUST - ALPHA ARCHITECT$2.5M
DIMENSIONAL ETF TRUST - INTL CORE EQT MK$2.4M
ISHARES TR - RUS 1000 VAL ETF$1.9M
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$1.5M
$SPYPUT SPDR S&P 500 ETF TRUST$1.5M$DAL DELTA AIR LINES, INC.$1.4M$SNX TD SYNNEX CORP$1.1M$EOG EOG RESOURCES INC$1.1M$VLY VALLEY NATIONAL BANCORP$1.0M$PNC PNC FINANCIAL SERVICES GROUP, INC.$969,780$BWA BORGWARNER INC$956,160$USFD US Foods Holding Corp.$926,692$STX Seagate Technology Holdings plc$896,485$COLB COLUMBIA BANKING SYSTEM, INC.$862,145
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