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 |
|---|---|---|---|---|---|---|---|
| DFNST3 Defense Inc. | COM NEW | 14,600 | $2.50K | <0.1% | +14,600 | New | History |
| WTIW&T Offshore Inc | COM | 10,103 | $31.8K | <0.1% | −191−1.9% | Reduced | History |
| BLNDBlend Labs, Inc. | CL A | 31,544 | $53.9K | <0.1% | −270−0.8% | Reduced | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 14,143 | $55.7K | <0.1% | 00.0% | Unchanged | History |
| RIGTransocean Ltd. | REGISTERED SHS | 12,604 | $61.6K | <0.1% | +57+0.5% | Added | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 12,559 | $69.7K | <0.1% | +12,559 | New | History |
| ADCTADC Therapeutics SA | SHS | 100,000 | $107.0K | <0.1% | +100,000 | New | History |
| FIXComfort Systems USA Inc | COM | 101 | $200.2K | <0.1% | +101 | New | History |
| SCHWSchwab Charles Corp | Stock | 2,171 | $200.3K | <0.1% | −8−0.4% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 1,133 | $201.1K | <0.1% | −22−1.9% | Reduced | History |
| MODModine Manufacturing Co | COM | 758 | $202.4K | <0.1% | +758 | New | History |
| DORMDorman Products, Inc. | COM | 1,497 | $204.3K | <0.1% | +1,497 | New | History |
| TXTTextron Inc | COM | 2,234 | $204.9K | <0.1% | +2,234 | New | History |
| EWEdwards Lifesciences Corp | Stock | 2,276 | $205.9K | <0.1% | +2,276 | New | History |
| LKFNLakeland Financial Corp | COM | 3,340 | $206.1K | <0.1% | +3,340 | New | History |
| PLUSEplus Inc | COM | 2,477 | $206.2K | <0.1% | +2,477 | New | History |
| BDCBelden Inc. | COM | 1,721 | $206.4K | <0.1% | +1,721 | New | History |
| HIGHartford Insurance Group, Inc. | Stock | 1,564 | $207.3K | <0.1% | +60+4.0% | Added | History |
| CWSTCasella Waste Systems Inc | CL A | 2,163 | $209.7K | <0.1% | +2,163 | New | History |
| MGYMagnolia Oil & Gas Corp | CL A | 8,213 | $210.1K | <0.1% | +8,213 | New | History |
| UBERUber Technologies, Inc | Stock | 2,923 | $210.9K | <0.1% | −5,046−63.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 519 | $211.4K | <0.1% | +45+9.5% | Added | History |
| FTNTFortinet, Inc. | Stock | 1,383 | $212.5K | <0.1% | +1,383 | New | History |
| EBAYeBay Inc | COM | 1,918 | $214.4K | <0.1% | +1,918 | New | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 5,299 | $215.6K | <0.1% | +5,299 | New | – |
| ETREntergy Corp | COM | 1,880 | $215.9K | <0.1% | +1,880 | New | History |
| SoFi Select 500 ETF886364173 | ETF | 1,455 | $216.6K | <0.1% | +1,455 | New | – |
| MMM3M Co | Stock | 1,340 | $216.9K | <0.1% | +1,340 | New | History |
| SHOPShopify Inc. | Stock | 1,908 | $217.9K | <0.1% | −320−14.4% | Reduced | History |
| OBKOrigin Bancorp, Inc. | COM | 4,280 | $218.9K | <0.1% | +4,280 | New | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,135 | $219.5K | <0.1% | +10.0% | Added | – |
| INDBIndependent Bank Corp | COM | 2,645 | $221.4K | <0.1% | +2,645 | New | History |
| HAEHaemonetics Corp | COM | 2,970 | $222.8K | <0.1% | +2,970 | New | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 2,692 | $223.1K | <0.1% | +2,692 | New | History |
| SBUXStarbucks Corp | Stock | 2,196 | $224.4K | <0.1% | +2,196 | New | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 16,883 | $225.6K | <0.1% | +16,883 | New | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,365 | $228.1K | <0.1% | +2,365 | New | – |
| BMYBristol Myers Squibb Co | Stock | 3,987 | $229.7K | <0.1% | +142+3.7% | Added | History |
| DEDeere & Co | Stock | 364 | $230.9K | <0.1% | +364 | New | History |
| DTEDte Energy Co | COM | 1,519 | $231.5K | <0.1% | +121+8.7% | Added | History |
| GMGeneral Motors Co | COM | 3,040 | $234.3K | <0.1% | +114+3.9% | Added | History |
| LFUSLittelfuse Inc | COM | 515 | $234.5K | <0.1% | +515 | New | History |
| LOWLowes Companies Inc | Stock | 1,073 | $236.5K | <0.1% | −103−8.8% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 966 | $237.8K | <0.1% | +966 | New | – |
| WLYJohn Wiley & Sons, Inc. | CL A | 4,930 | $239.2K | <0.1% | +4,930 | New | History |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 4,797 | $239.8K | <0.1% | +32+0.7% | Added | – |
| PODDInsulet Corp | Stock | 1,586 | $241.5K | <0.1% | +19+1.2% | Added | History |
| MOAltria Group, Inc. | Stock | 3,369 | $242.4K | <0.1% | −214−6.0% | Reduced | History |
| TTTrane Technologies plc | SHS | 494 | $242.6K | <0.1% | +494 | New | History |
| AMPAmeriprise Financial Inc | COM | 529 | $242.7K | <0.1% | +25+5.0% | Added | History |
| ICUIIcu Medical Inc | COM | 1,657 | $242.9K | <0.1% | +1,657 | New | History |
| WPCW. P. Carey Inc. | COM | 3,398 | $243.0K | <0.1% | +3,398 | New | History |
| CMICummins Inc | Stock | 341 | $243.3K | <0.1% | +341 | New | History |
| WMWaste Management Inc | Stock | 1,093 | $243.7K | <0.1% | −16−1.4% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 339 | $244.1K | <0.1% | +339 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,282 | $244.3K | <0.1% | +1,282 | New | – |
| IBPInstalled Building Products, Inc. | COM | 1,071 | $246.2K | <0.1% | +1,071 | New | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 5,990 | $248.2K | <0.1% | +5,990 | New | – |
| AZNAstraZeneca PLC | ADR | 1,337 | $253.5K | <0.1% | +1,337 | New | History |
| CARRCarrier Global Corp | Stock | 3,522 | $258.3K | <0.1% | +3,522 | New | History |
| iShares Inc464286749 | MSCI SWITZERLAND | 4,146 | $260.6K | <0.1% | +4,146 | New | – |
| MPWRMonolithic Power Systems, Inc. | COM | 190 | $262.6K | <0.1% | +5+2.7% | Added | History |
| ROSTRoss Stores, Inc. | COM | 1,238 | $263.5K | <0.1% | +201+19.4% | Added | History |
| SOSouthern Co | Stock | 2,771 | $265.2K | <0.1% | +248+9.8% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 763 | $267.1K | <0.1% | +763 | New | History |
| iShares Tr464287622 | RUS 1000 ETF | 656 | $268.6K | <0.1% | −7−1.1% | Reduced | – |
| INTUIntuit Inc. | Stock | 1,038 | $270.9K | <0.1% | +188+22.1% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,720 | $273.1K | <0.1% | −841−18.4% | Reduced | – |
| ALLAllstate Corp | Stock | 1,151 | $273.9K | <0.1% | +142+14.1% | Added | History |
| TRVTravelers Companies, Inc. | Stock | 831 | $274.4K | <0.1% | +135+19.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 553 | $277.0K | <0.1% | −8−1.4% | Reduced | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 2,902 | $280.0K | <0.1% | +2,902 | New | – |
| MCKMcKesson Corp | Stock | 372 | $281.1K | <0.1% | +15+4.2% | Added | History |
| BDXBecton Dickinson & Co | Stock | 1,862 | $281.8K | <0.1% | +1,862 | New | History |
| IAUiShares Gold Trust | ETF | 3,810 | $287.7K | <0.1% | 00.0% | Unchanged | History |
| DELLDell Technologies Inc. | Stock | 671 | $289.5K | <0.1% | +671 | New | History |
| RYNRayonier Inc | COM | 13,735 | $292.3K | <0.1% | +13,735 | New | History |
| CDNSCadence Design Systems Inc | Stock | 779 | $292.4K | <0.1% | +779 | New | History |
| PGRProgressive Corp | Stock | 1,354 | $295.8K | <0.1% | +195+16.8% | Added | History |
| ITWIllinois Tool Works Inc | Stock | 1,096 | $296.5K | <0.1% | +1,096 | New | History |
| ONBOld National Bancorp | Stock | 11,558 | $299.4K | <0.1% | +11,558 | New | History |
| JCIJohnson Controls International plc | Stock | 2,056 | $300.4K | <0.1% | +2,056 | New | History |
| BJBJ's Wholesale Club Holdings, Inc. | COM | 3,452 | $301.1K | <0.1% | +3,452 | New | History |
| ROADConstruction Partners, Inc. | COM CL A | 2,539 | $301.6K | <0.1% | +2,539 | New | History |
| PFEPfizer Inc | Stock | 12,536 | $301.9K | <0.1% | +1,114+9.8% | Added | History |
| TPRTapestry, Inc. | COM | 2,064 | $302.1K | <0.1% | +49+2.4% | Added | History |
| CVBFCVB Financial Corp | COM | 13,424 | $302.7K | <0.1% | +13,424 | New | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,701 | $302.9K | <0.1% | −636−6.8% | Reduced | – |
| RACEFerrari N.V. | COM | 824 | $306.8K | <0.1% | +824 | New | History |
| iShares Tr46434V878 | ULTRA SHORT DUR | 6,159 | $311.5K | <0.1% | +6,159 | New | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,668 | $313.8K | <0.1% | −16−1.0% | Reduced | – |
| BABoeing Co | Stock | 1,454 | $314.8K | <0.1% | +142+10.8% | Added | History |
| WELLWelltower Inc. | REIT | 1,392 | $315.9K | <0.1% | +45+3.3% | Added | History |
| GLWCorning Inc | COM | 1,238 | $316.2K | <0.1% | +1,238 | New | History |
| PEGPublic Service Enterprise Group Inc | COM | 3,914 | $317.6K | <0.1% | +66+1.7% | Added | History |
| SYKStryker Corp | Stock | 1,015 | $319.6K | <0.1% | +1,015 | New | History |
| AAgilent Technologies, Inc. | COM | 2,406 | $319.6K | <0.1% | +2,406 | New | History |
| GDGeneral Dynamics Corp | Stock | 933 | $330.5K | <0.1% | +88+10.4% | Added | History |
| HSYHershey Co | COM | 1,914 | $335.8K | <0.1% | +1,914 | New | History |
| BLKBlackRock, Inc. | Stock | 350 | $336.6K | <0.1% | +20+6.1% | Added | 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 |