Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 13, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 229
- +1 vs. Q4 2025
- Portfolio value
- $769.6M
- −$81.1M (−9.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 355,863 | $114.2M | 14.8% | −30,467−7.9% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 522,492 | $47.3M | 6.1% | −60,792−10.4% | Reduced | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,242,115 | $42.2M | 5.5% | −147,377−10.6% | Reduced | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 405,534 | $27.7M | 3.6% | −22,735−5.3% | Reduced | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 364,183 | $27.5M | 3.6% | −22,806−5.9% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,088,948 | $27.0M | 3.5% | +26,243+2.5% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 731,857 | $26.2M | 3.4% | −60,926−7.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,050,120 | $26.0M | 3.4% | +1,457+0.1% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 439,995 | $19.9M | 2.6% | −1,936−0.4% | Reduced | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 433,572 | $18.3M | 2.4% | +8,272+1.9% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 197,288 | $17.6M | 2.3% | −14,975−7.1% | Reduced | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 432,796 | $17.4M | 2.3% | −34,185−7.3% | Reduced | – |
| AAPLApple Inc. | Stock | 67,926 | $17.2M | 2.2% | −2,947−4.2% | Reduced | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 739,543 | $17.2M | 2.2% | −50,061−6.3% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 295,300 | $14.8M | 1.9% | −5,936−2.0% | Reduced | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 125,794 | $13.9M | 1.8% | −8,546−6.4% | Reduced | – |
| NVDANVIDIA Corp | Stock | 71,609 | $12.5M | 1.6% | +166+0.2% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 422,617 | $12.3M | 1.6% | −29,320−6.5% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 112,771 | $12.0M | 1.6% | −35,979−24.2% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 17,964 | $11.7M | 1.5% | +422+2.4% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 413,626 | $10.6M | 1.4% | −17,114−4.0% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 25,107 | $9.29M | 1.2% | −1,854−6.9% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 128,648 | $8.24M | 1.1% | −10,575−7.6% | Reduced | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 131,872 | $6.58M | 0.9% | −353,700−72.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,946 | $6.53M | 0.8% | −564−3.6% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,263 | $5.71M | 0.7% | +161+0.3% | Added | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 314,354 | $5.64M | 0.7% | −16,718−5.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 18,027 | $5.18M | 0.7% | +270+1.5% | Added | History |
| METAMeta Platforms, Inc. | Stock | 8,943 | $5.12M | 0.7% | −137−1.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 24,210 | $5.04M | 0.7% | −1,037−4.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 13,298 | $4.68M | 0.6% | −613−4.4% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 59,499 | $4.59M | 0.6% | −4,203−6.6% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,346 | $4.13M | 0.5% | −436−6.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 12,789 | $3.76M | 0.5% | −1,334−9.4% | Reduced | History |
| VVisa Inc. | Stock | 11,684 | $3.53M | 0.5% | −50−0.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,632 | $3.37M | 0.4% | −940−14.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,841 | $3.28M | 0.4% | +190+2.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 10,035 | $3.11M | 0.4% | +419+4.4% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 96,754 | $3.00M | 0.4% | −9,777−9.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 10,291 | $2.95M | 0.4% | +212+2.1% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,546 | $2.90M | 0.4% | −399−0.4% | Reduced | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 24,884 | $2.89M | 0.4% | +22,864+1,131.9% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,889 | $2.84M | 0.4% | −664−6.3% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 38,152 | $2.84M | 0.4% | +988+2.7% | Added | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 63,413 | $2.69M | 0.3% | −2,619−4.0% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,640 | $2.68M | 0.3% | +799+20.8% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 88,746 | $2.58M | 0.3% | −464−0.5% | Reduced | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 49,065 | $2.50M | 0.3% | +35,453+260.5% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,765 | $2.42M | 0.3% | −324−3.2% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 27,170 | $2.35M | 0.3% | −1,800−6.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 6,216 | $2.31M | 0.3% | −8,650−58.2% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,649 | $2.25M | 0.3% | −136−3.6% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,827 | $2.22M | 0.3% | −1,483−7.7% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,809 | $2.16M | 0.3% | −174−1.0% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 45,482 | $2.07M | 0.3% | −199−0.4% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,895 | $2.07M | 0.3% | −501−6.0% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 22,461 | $2.04M | 0.3% | −1,587−6.6% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 11,357 | $1.93M | 0.3% | −20−0.2% | Reduced | History |
| JNJJohnson & Johnson | Stock | 7,847 | $1.92M | 0.2% | +250+3.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,403 | $1.88M | 0.2% | −903−17.0% | Reduced | – |
| American Centy ETF Tr025072885 | US EQT ETF | 15,952 | $1.77M | 0.2% | −468−2.9% | Reduced | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 37,692 | $1.75M | 0.2% | −15,320−28.9% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,692 | $1.73M | 0.2% | −4,845−15.9% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 7,821 | $1.70M | 0.2% | +267+3.5% | Added | History |
| COMPCompass, Inc. | CL A | 229,617 | $1.68M | 0.2% | +675+0.3% | Added | History |
| MAMastercard Inc | Stock | 3,320 | $1.66M | 0.2% | −102−3.0% | Reduced | History |
| TOLToll Brothers, Inc. | COM | 11,792 | $1.61M | 0.2% | +230+2.0% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 7,780 | $1.58M | 0.2% | −84−1.1% | Reduced | History |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 20,697 | $1.52M | 0.2% | −889−4.1% | Reduced | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,388 | $1.46M | 0.2% | −225−0.7% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,578 | $1.45M | 0.2% | −18−1.1% | Reduced | History |
| MUMicron Technology Inc | Stock | 4,296 | $1.45M | 0.2% | +290+7.2% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,694 | $1.42M | 0.2% | −358−4.4% | Reduced | – |
| iShares Tr46436E759 | ESG EAFE ETF | 18,137 | $1.37M | 0.2% | −105−0.6% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 1,248 | $1.24M | 0.2% | +102+8.9% | Added | History |
| WMTWalmart Inc. | Stock | 9,927 | $1.23M | 0.2% | +151+1.5% | Added | History |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 23,350 | $1.22M | 0.2% | −14,856−38.9% | Reduced | – |
| CLColgate Palmolive Co | Stock | 13,979 | $1.19M | 0.2% | −2,043−12.8% | Reduced | History |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 32,152 | $1.13M | 0.1% | −4,869−13.2% | Reduced | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 29,055 | $1.13M | 0.1% | +76+0.3% | Added | – |
| NFLXNetflix Inc | Stock | 11,205 | $1.08M | 0.1% | +778+7.5% | Added | History |
| RTXRTX Corp | Stock | 5,353 | $1.03M | 0.1% | +292+5.8% | Added | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 24,639 | $1.01M | 0.1% | −1,537−5.9% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,085 | $1.00M | 0.1% | −5,790−22.4% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 6,547 | $957.7K | 0.1% | −131−2.0% | Reduced | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 33,975 | $946.2K | 0.1% | +3,664+12.1% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 3,337 | $903.0K | 0.1% | −199−5.6% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,040 | $902.0K | 0.1% | −6−0.1% | Reduced | – |
| GEGeneral Electric Co | Stock | 3,157 | $895.9K | 0.1% | +1,004+46.6% | Added | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,952 | $867.5K | 0.1% | −20.0% | Reduced | – |
| CVXChevron Corp | Stock | 4,169 | $862.6K | 0.1% | −201−4.6% | Reduced | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,865 | $857.5K | 0.1% | −288−1.8% | Reduced | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,857 | $856.1K | 0.1% | −90−4.6% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,883 | $835.1K | 0.1% | −1,264−24.6% | Reduced | – |
| PGProcter & Gamble Co | Stock | 5,607 | $809.9K | 0.1% | +97+1.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 9,978 | $774.2K | 0.1% | +824+9.0% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,984 | $767.9K | 0.1% | −76−2.5% | Reduced | – |
| HDHome Depot, Inc. | Stock | 2,307 | $758.7K | 0.1% | −192−7.7% | Reduced | History |
| CSXCSX Corp | Stock | 18,429 | $756.5K | 0.1% | −304−1.6% | Reduced | History |
| BACBank of America Corp | Stock | 15,256 | $743.7K | 0.1% | +1,304+9.3% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| UNHUnitedHealth Group Inc | Stock | $234.7K | – |
Sold out since Q4 2025 (13)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| EQIXEquinix Inc | COM | 2,396 | $1.84M | 0.2% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 825 | $386.7K | <0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,818 | $363.0K | <0.1% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,643 | $272.7K | <0.1% | – |
| HUMHumana Inc | Stock | 1,037 | $265.6K | <0.1% | History |
| MELIMercadolibre Inc | COM | 120 | $241.8K | <0.1% | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,226 | $234.9K | <0.1% | – |
| BKNGBooking Holdings Inc. | Stock | 42 | $224.9K | <0.1% | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 1,594 | $209.8K | <0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 2,150 | $208.3K | <0.1% | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,432 | $206.2K | <0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 966 | $202.0K | <0.1% | – |
| MMM3M Co | Stock | 1,255 | $201.0K | <0.1% | History |