Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 9, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 350
- +121 vs. Q1 2026
- Portfolio value
- $961.1M
- +$191.5M (+24.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 361,842 | $133.9M | 13.9% | +5,979+1.7% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 532,594 | $51.4M | 5.4% | +10,102+1.9% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 1,268,919 | $43.2M | 4.5% | +26,804+2.2% | Added | – |
| Alpha Architect ETF Tr02072L409 | US QUAN MOMENTUM | 411,612 | $32.4M | 3.4% | +6,078+1.5% | Added | – |
| Alpha Architect ETF Tr02072L771 | SPARKLINE INTANG | 747,367 | $31.3M | 3.3% | +15,510+2.1% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 1,076,142 | $29.8M | 3.1% | +26,022+2.5% | Added | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 374,169 | $29.6M | 3.1% | +9,986+2.7% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 1,137,661 | $28.9M | 3.0% | +48,713+4.5% | Added | – |
| AAPLApple Inc. | Stock | 71,400 | $20.7M | 2.1% | +3,474+5.1% | Added | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 449,303 | $20.6M | 2.1% | +9,308+2.1% | Added | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 454,107 | $19.6M | 2.0% | +21,311+4.9% | Added | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 198,080 | $19.1M | 2.0% | +792+0.4% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 442,818 | $18.7M | 1.9% | +9,246+2.1% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 756,987 | $17.5M | 1.8% | +17,444+2.4% | Added | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 130,028 | $16.2M | 1.7% | +4,234+3.4% | Added | – |
| NVDANVIDIA Corp | Stock | 78,131 | $15.6M | 1.6% | +6,522+9.1% | Added | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 299,809 | $15.4M | 1.6% | +4,509+1.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,525 | $15.4M | 1.6% | +2,561+14.3% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 421,950 | $14.3M | 1.5% | −667−0.2% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 123,079 | $13.2M | 1.4% | +10,308+9.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 412,375 | $12.1M | 1.3% | −1,251−0.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 26,190 | $9.77M | 1.0% | +1,083+4.3% | Added | History |
| RBB FD Inc74933W452 | F/M US TREASURY | 194,142 | $9.68M | 1.0% | +62,270+47.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 130,065 | $9.27M | 1.0% | +1,417+1.1% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 89,754 | $7.73M | 0.8% | 00.0% | UnchangedConverted for a 6-for-1 split | – |
| GOOGLAlphabet Inc. | Stock | 18,709 | $6.69M | 0.7% | +682+3.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 27,651 | $6.59M | 0.7% | +3,441+14.2% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 122,778 | $6.35M | 0.7% | +122,778 | New | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 50,284 | $6.26M | 0.7% | −979−1.9% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 320,350 | $5.86M | 0.6% | +5,996+1.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 10,259 | $5.78M | 0.6% | +1,316+14.7% | Added | History |
| MUMicron Technology Inc | Stock | 4,685 | $5.41M | 0.6% | +389+9.1% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 105,003 | $5.36M | 0.6% | +55,938+114.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,148 | $5.34M | 0.6% | +802+12.6% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 59,570 | $5.09M | 0.5% | +71+0.1% | Added | – |
| AVGOBroadcom Inc. | Stock | 13,415 | $5.07M | 0.5% | +3,380+33.7% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 8,193 | $4.76M | 0.5% | +413+5.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 13,423 | $4.74M | 0.5% | +3,132+30.4% | Added | History |
| AMGNAmgen Inc | Stock | 12,937 | $4.68M | 0.5% | −361−2.7% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 13,585 | $4.45M | 0.5% | +796+6.2% | Added | History |
| American Centy ETF Tr025072885 | US EQT ETF | 34,245 | $4.39M | 0.5% | +18,293+114.7% | Added | – |
| VVisa Inc. | Stock | 11,556 | $3.96M | 0.4% | −128−1.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 5,194 | $3.57M | 0.4% | −438−7.8% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,113 | $3.56M | 0.4% | +272+4.0% | Added | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 94,251 | $3.48M | 0.4% | −2,503−2.6% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 39,478 | $3.18M | 0.3% | 00.0% | UnchangedConverted for a 4-for-1 split | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 87,893 | $3.18M | 0.3% | −853−1.0% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,254 | $3.13M | 0.3% | −386−8.3% | Reduced | – |
| JNJJohnson & Johnson | Stock | 12,023 | $3.05M | 0.3% | +4,176+53.2% | Added | History |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 26,053 | $3.05M | 0.3% | +1,169+4.7% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 94,514 | $3.00M | 0.3% | −320.0% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,701 | $2.91M | 0.3% | −64−0.7% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 37,314 | $2.86M | 0.3% | −838−2.2% | Reduced | – |
| COMPCompass, Inc. | CL A | 229,678 | $2.83M | 0.3% | +610.0% | Added | History |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 61,850 | $2.79M | 0.3% | −1,563−2.5% | Reduced | – |
| TSLATesla, Inc. | Stock | 6,324 | $2.66M | 0.3% | +108+1.7% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,635 | $2.62M | 0.3% | −192−1.1% | Reduced | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,994 | $2.58M | 0.3% | −176−0.6% | Reduced | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,649 | $2.57M | 0.3% | 00.0% | Unchanged | History |
| Ea Series Trust02072Q275 | ALPHA ARCHITECT | 44,451 | $2.53M | 0.3% | +44,451 | New | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 21,333 | $2.50M | 0.3% | −1,128−5.0% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 17,168 | $2.44M | 0.3% | −641−3.6% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,945 | $2.41M | 0.3% | +50+0.6% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 58,048 | $2.39M | 0.2% | +58,048 | New | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 44,588 | $2.23M | 0.2% | −894−2.0% | Reduced | – |
| CSCOCisco Systems, Inc. | Stock | 18,383 | $2.16M | 0.2% | +8,405+84.2% | Added | History |
| LLYEli Lilly & Co | Stock | 1,757 | $2.11M | 0.2% | +179+11.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 7,998 | $2.01M | 0.2% | +177+2.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 16,029 | $1.99M | 0.2% | −1,583−9.0% | ReducedConverted for a 4-for-1 split | – |
| Ea Series Trust02072Q358 | ALPHA ARCHITECT | 37,219 | $1.98M | 0.2% | −473−1.3% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 25,391 | $1.96M | 0.2% | −301−1.2% | Reduced | – |
| AMATApplied Materials Inc | Stock | 2,706 | $1.96M | 0.2% | +1,355+100.3% | Added | History |
| TOLToll Brothers, Inc. | COM | 11,828 | $1.95M | 0.2% | +36+0.3% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,953 | $1.93M | 0.2% | +7,953 | New | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 48,571 | $1.88M | 0.2% | +16,419+51.1% | Added | – |
| CLColgate Palmolive Co | Stock | 19,211 | $1.76M | 0.2% | +5,232+37.4% | Added | History |
| MAMastercard Inc | Stock | 3,345 | $1.72M | 0.2% | +25+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 12,544 | $1.71M | 0.2% | +1,187+10.5% | Added | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 32,305 | $1.68M | 0.2% | −83−0.3% | Reduced | – |
| American Centy ETF Tr025072299 | AVAN RE INTL ETF | 20,146 | $1.61M | 0.2% | −551−2.7% | Reduced | – |
| WMTWalmart Inc. | Stock | 13,701 | $1.55M | 0.2% | +3,774+38.0% | Added | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 34,320 | $1.52M | 0.2% | +34,320 | New | – |
| GSGoldman Sachs Group Inc | Stock | 1,505 | $1.52M | 0.2% | +665+79.2% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,635 | $1.51M | 0.2% | −59−0.8% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 3,603 | $1.50M | 0.2% | +266+8.0% | Added | History |
| iShares Tr46436E759 | ESG EAFE ETF | 17,654 | $1.49M | 0.2% | −483−2.7% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,826 | $1.45M | 0.2% | +6,826 | New | – |
| Ea Series Trust02072Q853 | ALPHA ARCHITECT | 23,350 | $1.40M | 0.1% | 00.0% | Unchanged | – |
| DALDelta Air Lines, Inc. | COM NEW | 14,721 | $1.38M | 0.1% | +14,721 | New | History |
| RTXRTX Corp | Stock | 7,075 | $1.34M | 0.1% | +1,722+32.2% | Added | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 28,990 | $1.26M | 0.1% | −65−0.2% | Reduced | – |
| CCitigroup Inc | Stock | 8,790 | $1.23M | 0.1% | +6,255+246.7% | Added | History |
| GEGeneral Electric Co | Stock | 3,270 | $1.22M | 0.1% | +113+3.6% | Added | History |
| CVXChevron Corp | Stock | 7,278 | $1.21M | 0.1% | +3,109+74.6% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,272 | $1.19M | 0.1% | +24+1.9% | Added | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 25,072 | $1.18M | 0.1% | +433+1.8% | Added | – |
| BACBank of America Corp | Stock | 20,440 | $1.16M | 0.1% | +5,184+34.0% | Added | History |
| HDHome Depot, Inc. | Stock | 3,270 | $1.15M | 0.1% | +963+41.7% | Added | History |
| SNXTD Synnex Corp | COM | 4,217 | $1.13M | 0.1% | +4,217 | New | History |
| EOGEOG Resources Inc | Stock | 8,616 | $1.12M | 0.1% | +8,616 | New | History |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 2,315 | $523.3K | 0.1% | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 4,742 | $251.9K | <0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 354 | $241.5K | <0.1% | History |
| CMCSAComcast Corp | Stock | 8,052 | $231.2K | <0.1% | History |
| KRKroger Co | Stock | 3,011 | $217.9K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 359 | $217.2K | <0.1% | History |
| COPConocoPhillips | Stock | 1,614 | $213.1K | <0.1% | History |