Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Jul 9, 2026.SEC
- Positions
- 350
- +121 vs. Q1 2026
- Total value
- $961.1M
- +$191.47M (+24.9%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 361,842 | $133.9M | 13.93% | +5,979+1.7% | Added | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 532,594 | $51.44M | 5.35% | +10,102+1.9% | Added | – |
| ALPHA ARCHITECT ETF TR02072L201 | INTL QUAN VALUE | 1,268,919 | $43.23M | 4.50% | +26,804+2.2% | Added | – |
| ALPHA ARCHITECT ETF TR02072L409 | US QUAN MOMENTUM | 411,612 | $32.41M | 3.37% | +6,078+1.5% | Added | – |
| ALPHA ARCHITECT ETF TR02072L771 | SPARKLINE INTANG | 747,367 | $31.26M | 3.25% | +15,510+2.1% | Added | – |
| SCHWAB INTERNATIONAL EQUITY ETF808524805 | ETF | 1,076,142 | $29.81M | 3.10% | +26,022+2.5% | Added | – |
| CAMBRIA ETF TR132061201 | SHSHLD YIELD ETF | 374,169 | $29.59M | 3.08% | +9,986+2.7% | Added | – |
| SPDR SERIES TRUST78464A284 | ST NUVE HIGH ETF | 1,137,661 | $28.94M | 3.01% | +48,713+4.5% | Added | – |
| AAPLAPPLE INC COM | Stock | 71,400 | $20.66M | 2.15% | +3,474+5.1% | Added | View |
| SPDR SERIES TRUST78468R721 | STATE STREET SPD | 449,303 | $20.58M | 2.14% | +9,308+2.1% | Added | – |
| WISDOMTREE TR97717X131 | INTL QULTY DIV | 454,107 | $19.56M | 2.04% | +21,311+4.9% | Added | – |
| WISDOMTREE TR97717W307 | US LARGECAP DIVD | 198,080 | $19.08M | 1.99% | +792+0.4% | Added | – |
| DIMENSIONAL ETF TRUST25434V872 | CORE FIXE IN ETF | 442,818 | $18.69M | 1.94% | +9,246+2.1% | Added | – |
| SCHWAB US AGGREGATE BOND ETF808524839 | ETF | 756,987 | $17.51M | 1.82% | +17,444+2.4% | Added | – |
| AMERICAN CENTY ETF TR025072877 | US SML CP VALU | 130,028 | $16.22M | 1.69% | +4,234+3.4% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 78,131 | $15.63M | 1.63% | +6,522+9.1% | Added | View |
| VANECK ETF TRUST92189H409 | HIGH YLD MUNIETF | 299,809 | $15.44M | 1.61% | +4,509+1.5% | Added | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 20,525 | $15.37M | 1.60% | +2,561+14.3% | Added | – |
| SCHWAB U.S. LARGE-CAP GROWTH ETF808524300 | ETF | 421,950 | $14.28M | 1.49% | −667−0.2% | Reduced | – |
| ISHARES TR464288414 | NATIONAL MUN ETF | 123,079 | $13.25M | 1.38% | +10,308+9.1% | Added | – |
| SCHWAB U.S. LARGE-CAP ETF808524201 | ETF | 412,375 | $12.14M | 1.26% | −1,251−0.3% | Reduced | – |
| MSFTMICROSOFT CORP COM | Stock | 26,190 | $9.77M | 1.02% | +1,083+4.3% | Added | View |
| RBB FD INC74933W452 | F/M US TREASURY | 194,142 | $9.68M | 1.01% | +62,270+47.2% | Added | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 130,065 | $9.27M | 0.96% | +1,417+1.1% | Added | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 89,754 | $7.73M | 0.80% | +74,808+500.5% | Added | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 18,709 | $6.69M | 0.70% | +682+3.8% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 27,651 | $6.59M | 0.69% | +3,441+14.2% | Added | View |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 122,778 | $6.35M | 0.66% | +122,778 | New | – |
| ISHARES TR464288885 | EAFE GRWTH ETF | 50,284 | $6.26M | 0.65% | −979−1.9% | Reduced | – |
| INVESCO EXCH TRADED FD TR II46138E719 | BLOO EN ANGE ETF | 320,350 | $5.86M | 0.61% | +5,996+1.9% | Added | – |
| METAMETA PLATFORMS INC CL A | Stock | 10,259 | $5.78M | 0.60% | +1,316+14.7% | Added | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 4,685 | $5.41M | 0.56% | +389+9.1% | Added | View |
| J P MORGAN EXCHANGE TRADED F46641Q654 | ULTRA SHT MUNCPL | 105,003 | $5.36M | 0.56% | +55,938+114.0% | Added | – |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 7,148 | $5.34M | 0.56% | +802+12.6% | Added | View |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 59,570 | $5.09M | 0.53% | +71+0.1% | Added | – |
| AVGOBROADCOM INC COM | Stock | 13,415 | $5.07M | 0.53% | +3,380+33.7% | Added | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 8,193 | $4.76M | 0.50% | +413+5.3% | Added | View |
| GOOGALPHABET INC CAP STK CL C | Stock | 13,423 | $4.74M | 0.49% | +3,132+30.4% | Added | View |
| AMGNAMGEN INC COM | Stock | 12,937 | $4.68M | 0.49% | −361−2.7% | Reduced | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 13,585 | $4.45M | 0.46% | +796+6.2% | Added | View |
| AMERICAN CENTY ETF TR025072885 | US EQT ETF | 34,245 | $4.39M | 0.46% | +18,293+114.7% | Added | – |
| VVISA INC COM CL A | Stock | 11,556 | $3.96M | 0.41% | −128−1.1% | Reduced | View |
| VANGUARD S&P 500 ETF922908363 | ETF | 5,194 | $3.57M | 0.37% | −438−7.8% | Reduced | – |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 7,113 | $3.56M | 0.37% | +272+4.0% | Added | View |
| SCHWAB U.S. MID-CAP ETF808524508 | ETF | 94,251 | $3.48M | 0.36% | −2,503−2.6% | Reduced | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 39,478 | $3.18M | 0.33% | +29,589+299.2% | Added | – |
| SCHWAB U.S. SMALL-CAP ETF808524607 | ETF | 87,893 | $3.18M | 0.33% | −853−1.0% | Reduced | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 4,254 | $3.13M | 0.33% | −386−8.3% | Reduced | – |
| JNJJOHNSON & JOHNSON COM | Stock | 12,023 | $3.05M | 0.32% | +4,176+53.2% | Added | View |
| EA SERIES TRUST02072L565 | ALPHA ARCH 1-3 | 26,053 | $3.05M | 0.32% | +1,169+4.7% | Added | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 94,514 | $3M | 0.31% | −320.0% | Reduced | – |
| ISHARES RUSSELL 2000 ETF464287655 | ETF | 9,701 | $2.91M | 0.30% | −64−0.7% | Reduced | – |
| ISHARES TR464288877 | EAFE VALUE ETF | 37,314 | $2.86M | 0.30% | −838−2.2% | Reduced | – |
| COMPCOMPASS INC | CL A | 229,678 | $2.83M | 0.29% | +610.0% | Added | View |
| DIMENSIONAL ETF TRUST25434V690 | INTERNATIONAL | 61,850 | $2.79M | 0.29% | −1,563−2.5% | Reduced | – |
| TSLATESLA INC COM | Stock | 6,324 | $2.66M | 0.28% | +108+1.7% | Added | View |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 17,635 | $2.62M | 0.27% | −192−1.1% | Reduced | – |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834 | ETF | 26,994 | $2.58M | 0.27% | −176−0.6% | Reduced | – |
| MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | ETF | 3,649 | $2.57M | 0.27% | 00.0% | Unchanged | View |
| EA SERIES TRUST02072Q275 | ALPHA ARCHITECT | 44,451 | $2.53M | 0.26% | +44,451 | New | – |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 21,333 | $2.5M | 0.26% | −1,128−5.0% | Reduced | – |
| ISHARES TR464288570 | ESG MSCI KLD ETF | 17,168 | $2.44M | 0.25% | −641−3.6% | Reduced | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 7,945 | $2.41M | 0.25% | +50+0.6% | Added | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 58,048 | $2.39M | 0.25% | +58,048 | New | – |
| NUSHARES ETF TR67092P300 | NUVEEN ESG LRGVL | 44,588 | $2.23M | 0.23% | −894−2.0% | Reduced | – |
| CSCOCISCO SYS INC COM | Stock | 18,383 | $2.16M | 0.22% | +8,405+84.2% | Added | View |
| LLYELI LILLY & CO COM | Stock | 1,757 | $2.11M | 0.22% | +179+11.3% | Added | View |
| ABBVABBVIE INC COM | Stock | 7,998 | $2.01M | 0.21% | +177+2.3% | Added | View |
| ISHARES RUSSELL 1000 GROWTH ETF464287614 | ETF | 16,029 | $1.99M | 0.21% | +11,626+264.0% | Added | – |
| EA SERIES TRUST02072Q358 | ALPHA ARCHITECT | 37,219 | $1.98M | 0.21% | −473−1.3% | Reduced | – |
| ISHARES CORE S&P MID-CAP ETF464287507 | ETF | 25,391 | $1.96M | 0.20% | −301−1.2% | Reduced | – |
| AMATAPPLIED MATLS INC COM | Stock | 2,706 | $1.96M | 0.20% | +1,355+100.3% | Added | View |
| TOLTOLL BROTHERS INC | COM | 11,828 | $1.95M | 0.20% | +36+0.3% | Added | View |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 7,953 | $1.93M | 0.20% | +7,953 | New | – |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 48,571 | $1.88M | 0.20% | +16,419+51.1% | Added | – |
| CLCOLGATE PALMOLIVE CO COM | Stock | 19,211 | $1.76M | 0.18% | +5,232+37.4% | Added | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 3,345 | $1.72M | 0.18% | +25+0.8% | Added | View |
| XOMEXXON MOBIL CORP | COM | 12,544 | $1.71M | 0.18% | +1,187+10.5% | Added | View |
| NUSHARES ETF TR67092P607 | NUVEEN ESG SMLCP | 32,305 | $1.68M | 0.18% | −83−0.3% | Reduced | – |
| AMERICAN CENTY ETF TR025072299 | AVAN RE INTL ETF | 20,146 | $1.61M | 0.17% | −551−2.7% | Reduced | – |
| WMTWALMART INC COM | Stock | 13,701 | $1.55M | 0.16% | +3,774+38.0% | Added | View |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 34,320 | $1.52M | 0.16% | +34,320 | New | – |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 1,505 | $1.52M | 0.16% | +665+79.2% | Added | View |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 7,635 | $1.51M | 0.16% | −59−0.8% | Reduced | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 3,603 | $1.5M | 0.16% | +266+8.0% | Added | View |
| ISHARES TR46436E759 | ESG EAFE ETF | 17,654 | $1.49M | 0.16% | −483−2.7% | Reduced | – |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 6,826 | $1.45M | 0.15% | +6,826 | New | – |
| EA SERIES TRUST02072Q853 | ALPHA ARCHITECT | 23,350 | $1.4M | 0.15% | 00.0% | Unchanged | – |
| DALDELTA AIR LINES INC | COM NEW | 14,721 | $1.38M | 0.14% | +14,721 | New | View |
| RTXRTX CORPORATION COM | Stock | 7,075 | $1.34M | 0.14% | +1,722+32.2% | Added | View |
| NUSHARES ETF TR67092P508 | NUVEEN ESG MIDVL | 28,990 | $1.26M | 0.13% | −65−0.2% | Reduced | – |
| CCITIGROUP INC COM NEW | Stock | 8,790 | $1.23M | 0.13% | +6,255+246.7% | Added | View |
| GEGE AEROSPACE COM NEW | Stock | 3,270 | $1.22M | 0.13% | +113+3.6% | Added | View |
| CVXCHEVRON CORPORATION COM | Stock | 7,278 | $1.21M | 0.13% | +3,109+74.6% | Added | View |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 1,272 | $1.19M | 0.12% | +24+1.9% | Added | View |
| NUSHARES ETF TR67092P409 | NUVEEN ESG MIDCP | 25,072 | $1.18M | 0.12% | +433+1.8% | Added | – |
| BACBANK OF AMER CORP COM | Stock | 20,440 | $1.16M | 0.12% | +5,184+34.0% | Added | View |
| HDHOME DEPOT INC COM | Stock | 3,270 | $1.15M | 0.12% | +963+41.7% | Added | View |
| SNXTD SYNNEX CORPORATION | COM | 4,217 | $1.13M | 0.12% | +4,217 | New | View |
| EOGEOG RES INC COM | Stock | 8,616 | $1.12M | 0.12% | +8,616 | New | View |
Options (6)
Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.
| Security | Class | Puts | Calls |
|---|---|---|---|
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | $1.49M | – |
| UNHUNITEDHEALTH GROUP INC COM | Stock | $748.13K | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | $589.12K | – |
| MSFTMICROSOFT CORP COM | Stock | – | $559.53K |
| VVISA INC COM CL A | Stock | $411.71K | – |
| NVDANVIDIA CORPORATION COM | Stock | – | $300.14K |
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are no longer in this filing.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| HONHoneywell Technologies | COM | 2,315 | $523.34K | 0.07% |
| ISHARES TR464288323 | NEW YORK MUN ETF | 4,742 | $251.9K | 0.03% |
| NOCNORTHROP GRUMMAN CORP COM | Stock | 354 | $241.51K | 0.03% |
| CMCSACOMCAST CORP NEW CL A | Stock | 8,052 | $231.16K | 0.03% |
| KRKROGER CO COM | Stock | 3,011 | $217.9K | 0.03% |
| LMTLOCKHEED MARTIN CORP COM | Stock | 359 | $217.23K | 0.03% |
| COPCONOCOPHILLIPS COM | Stock | 1,614 | $213.07K | 0.03% |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 9, 2026 | 350 | $961.1M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 13, 2026 | 229 | $769.62M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 20, 2026 | 228 | $850.69M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 14, 2025 | 232 | $833.52M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 28, 2025 | 226 | $765.68M | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 14, 2025 | 225 | $691.41M | vs. Q4 2024 | SEC |
| Q4 2024 | Mar 19, 2025Amended | 219 | $680.95M | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 18, 2024 | 191 | $654.5M | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 19, 2024 | 176 | $606.54M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 15, 2024 | 181 | $585.29M | vs. Q4 2023 | SEC |
| Q4 2023 | Jan 12, 2024 | 159 | $516.44M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 10, 2023 | 145 | $430.75M | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 20, 2023 | 146 | $427M | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 6, 2023 | 140 | $393.06M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 17, 2023 | 143 | $349.37M | vs. Q3 2022 | SEC |
| Q3 2022 | Oct 12, 2022 | 130 | $299.16M | vs. Q2 2022 | SEC |
| Q2 2022 | Jul 11, 2022 | 137 | $304.09M | vs. Q1 2022 | SEC |
| Q1 2022 | Apr 19, 2022 | 147 | $346.21M | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 4, 2022 | 149 | $347.2M | – | SEC |