Q2 2026 13F · SEC CIK 1808992

Revolve Wealth Partners, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $961.1M
Reported positions: 350
Top holdings a year, 3 yrs: +13.9%
Assets under management: $1.4B

Revolve Wealth Partners, LLC is a wealth manager that reported 350 positions worth $961.1M in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Vanguard Index Fds (VTI, 13.9%), Ishares Core Msci Eafe ETF (IEFA, 5.4%), Ea Series Trust (IVAL, 4.5%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.

Revolve Wealth Partners, LLC holdings largest 50 of 350 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Revolve Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	13.9%	14.8%	361,842	+1.7%	$133.9M
IEFAIshares Core Msci Eafe ETF	5.4%	6.1%	532,594	+1.9%	$51.4M
IVALEa Series Trust	4.5%	5.5%	1,268,919	+2.2%	$43.2M
QMOMEa Series Trust	3.4%	3.6%	411,612	+1.5%	$32.4M
ITANEa Series Trust	3.3%	3.4%	747,367	+2.1%	$31.3M
SCHFSchwab Intl Equity	3.1%	3.4%	1,076,142	+2.5%	$29.8M
SYLDCambria Shareholder Yield ETF	3.1%	3.6%	374,169	+2.7%	$29.6M
HYMBSpdr Series Trust	3.0%	3.5%	1,137,661	+4.5%	$28.9M
AAPLApple Inc	2.1%	2.2%	71,400	+5.1%	$20.7M
TFISpdr Series Trust	2.1%	2.6%	449,303	+2.1%	$20.6M
IQDGWisdomtree Tr	2.0%	2.3%	454,107	+4.9%	$19.6M
DLNWisdomTree US LargeCap Dividend ETF Tota	2.0%	2.3%	198,080	+0.4%	$19.1M
DFCFDimensional ETF Trust	1.9%	2.4%	442,818	+2.1%	$18.7M
SCHZSchwab Strategic Tr	1.8%	2.2%	756,987	+2.4%	$17.5M
AVUVAvantis US Small Cap Value ETF	1.7%	1.8%	130,028	+3.4%	$16.2M
NVDANvidia Corporation Com	1.6%	1.6%	78,131	+9.1%	$15.6M
HYDVaneck ETF Trust	1.6%	1.9%	299,809	+1.5%	$15.4M
IVVIshares Core S&p 500 ETF	1.6%	1.5%	20,525	+14.3%	$15.4M
SCHGSchwab U.s. Large-Cap Growth ETF	1.5%	1.6%	421,950	-0.2%	$14.3M
MUBIshares National Muni Bond ETF	1.4%	1.6%	123,079	+9.1%	$13.2M
SCHXSchwab Stratgc Tr	1.3%	1.4%	412,375	-0.3%	$12.1M
MSFTMicrosoft Corp	1.0%	1.2%	26,190	+4.3%	$9.8M
TBILRbb Fd Inc	1.0%	0.9%	194,142	+47.2%	$9.7M
VEAVanguard Tax-Managed Fds	1.0%	1.1%	130,065	+1.1%	$9.3M
VUGVanguard Indx Fd	0.8%	0.8%	89,754	+500.5%	$7.7M
GOOGLAlphabet Inc	0.7%	0.7%	18,709	+3.8%	$6.7M
AMZNAmazon Com Inc Com	0.7%	0.7%	27,651	+14.2%	$6.6M
DFAUDimensional US Core Equity Market ETF	0.7%	—	122,778	—	$6.3M
EFGIshares Tr	0.7%	0.7%	50,284	-1.9%	$6.3M
PHBInvesco Exch Traded Fd Tr II	0.6%	0.7%	320,350	+1.9%	$5.9M
METAMeta Platforms Inc Class A	0.6%	0.7%	10,259	+14.7%	$5.8M
MUMicron Technology Inc	0.6%	—	4,685	—	$5.4M
JMSTJ P Morgan Exchange Traded F	0.6%	0.3%	105,003	+114.0%	$5.4M
SPYSpdr S&p 500 ETF Tr	0.6%	0.5%	7,148	+12.6%	$5.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.6%	59,570	+0.1%	$5.1M
AVGOBroadcom Inc	0.5%	0.4%	13,415	+33.7%	$5.1M
AMDAdvanced Micro Devices Inc	0.5%	—	8,193	—	$4.8M
GOOGAlphabet Inc	0.5%	0.4%	13,423	+30.4%	$4.7M
AMGNAmgen Inc Com	0.5%	0.6%	12,937	-2.7%	$4.7M
JPMJpmorgan Chase & Co	0.5%	0.5%	13,585	+6.2%	$4.4M
AVUSAvantis U.s. Equity ETF	0.5%	—	34,245	—	$4.4M
VVisa Inc Com Cl A	0.4%	0.5%	11,556	-1.1%	$4.0M
VOOVanguard S&p 500 ETF	0.4%	0.4%	5,194	-7.8%	$3.6M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	7,113	+4.0%	$3.6M
SCHMSchwab Strategic Tr	0.4%	0.4%	94,251	-2.6%	$3.5M
VOVanguard Index Fds	0.3%	0.4%	39,478	+299.2%	$3.2M
SCHASchwab U.s. Small-Cap ETF	0.3%	0.3%	87,893	-1.0%	$3.2M
QQQInvesco Qqq Tr	0.3%	0.3%	4,254	-8.3%	$3.1M
JNJJohnson & Johnson	0.3%	—	12,023	—	$3.1M
BOXXEa Series Trust	0.3%	0.4%	26,053	+4.7%	$3.1M

What Revolve Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +13.9% /yr; S&P 500 +20.4%
5 years: +8.2% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$961.1M	350
Q1 2026	$769.6M	229
Q4 2025	$850.7M	228
Q3 2025	$833.5M	232
Q2 2025	$765.7M	226
Q1 2025	$691.4M	225
Q4 2024	$680.9M	219
Q3 2024	$654.5M	191
Q2 2024	$606.5M	176
Q1 2024	$585.3M	181
Q4 2023	$516.4M	159
Q3 2023	$430.8M	145

Questions about Revolve Wealth Partners, LLC's portfolio

What stocks does Revolve Wealth Partners, LLC own?

Revolve Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 350 positions worth $961.1M. The largest are Vanguard Index Fds (VTI) at 13.9%, Ishares Core Msci Eafe ETF (IEFA) at 5.4%, Ea Series Trust (IVAL) at 4.5%, Ea Series Trust (QMOM) at 3.4% and Ea Series Trust (ITAN) at 3.3%.

What did Revolve Wealth Partners, LLC buy last quarter?

In Q2 2026, Revolve Wealth Partners, LLC added Vanguard Indx Fd (VUG) (+500.5% shares), Vanguard Index Fds (VO) (+299.2% shares) and J P Morgan Exchange Traded F (JMST) (+114.0% shares), compared with its Q1 2026 filing.

What did Revolve Wealth Partners, LLC sell last quarter?

In Q2 2026, Revolve Wealth Partners, LLC cut from its top 50 Schwab Strategic Tr (SCHD), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Dimensional ETF Trust (DFSI), cut from its top 50 Ishares (IWM), cut from its top 50 Ishares Core Msci Total International St (IXUS), Invesco Qqq Tr (QQQ) (-8.3% shares) and Vanguard S&p 500 ETF (VOO) (-7.8% shares), compared with its Q1 2026 filing.

How has Revolve Wealth Partners, LLC's portfolio performed?

A portfolio copying Revolve Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +8.2% a year against +13.0%.

When is Revolve Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Revolve Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Revolve Wealth Partners, LLC manage?

Revolve Wealth Partners, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $961.1M.