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Livermore
Livermore
ZHEN

Revolve Wealth Partners, LLC

SEC CIK
0001808992
Latest filing
Jul 9, 2026

The latest 13F from Revolve Wealth Partners, LLC covers Q2 2026 (filed Jul 9, 2026): 350 long positions worth $961.1M. The top 10 holdings make up 43.9% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 13.9%. Livermore has 20 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
128
Est. +$66.6M
Added
143
Est. +$48.9M
Reduced
62
Est. −$3.12M
Sold out
7
Est. −$1.90M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    13.9%$133.9M
  2. iShares Core MSCI Eafe ETF46432F842
    5.4%$51.4M
  3. Alpha Architect ETF Tr02072L201
    4.5%$43.2M
  4. Alpha Architect ETF Tr02072L409
    3.4%$32.4M
  5. Alpha Architect ETF Tr02072L771
    3.3%$31.3M

Biggest buys

New and added positions, by estimated amount bought

  1. Dimensional ETF Trust25434V104
    +$6.35MNew
  2. RBB FD Inc74933W452
    +$3.10MAdded
  3. J P Morgan Exchange Traded F46641Q654
    +$2.85MAdded
  4. Ea Series Trust02072Q275
    +$2.53MNew
  5. Dimensional ETF Trust25434V203
    +$2.39MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional ETF Trust25434V104
    +0.66 pp0.0% → 0.7%
  2. MUMicron Technology Inc
    +0.37 pp0.2% → 0.6%History
  3. AMDAdvanced Micro Devices Inc
    +0.29 pp0.2% → 0.5%History
  4. Ea Series Trust02072Q275
    +0.26 pp0.0% → 0.3%
  5. Dimensional ETF Trust25434V203
    +0.25 pp0.0% → 0.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$523.3KSold outHistory
  2. UBERUber Technologies, Inc
    −$364.1KReducedHistory
  3. Vanguard S&P 500 ETF922908363
    −$300.8KReduced
  4. Invesco QQQ Trust Series I46090E103
    −$284.3KReduced
  5. iShares Tr464288323
    −$251.9KSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. AMGNAmgen Inc
    −0.12 pp0.6% → 0.5%History
  2. Schwab U.S. Large-Cap ETF808524201
    −0.12 pp1.4% → 1.3%
  3. Schwab U.S. Large-Cap Growth ETF808524300
    −0.11 pp1.6% → 1.5%
  4. iShares Tr464288885
    −0.09 pp0.7% → 0.7%
  5. iShares Tr464288877
    −0.07 pp0.4% → 0.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$961.1M
+$191.5M (+24.9%) vs. prior quarter
Positions
350
+121 vs. prior quarter
Top 10 concentration
43.9%
Top 10 as share of value
Turnover
0.6%
Q2 2026, one quarter
Average holding period
15.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $961.1M (Q2 2026)

Q4 2021: $347.2MQ1 2022: $346.2MQ2 2022: $304.1MQ3 2022: $299.2MQ4 2022: $349.4MQ1 2023: $393.1MQ2 2023: $427.0MQ3 2023: $430.8MQ4 2023: $516.4MQ1 2024: $585.3MQ2 2024: $606.5MQ3 2024: $654.5MQ4 2024: $672.6MQ1 2025: $691.4MQ2 2025: $765.7MQ3 2025: $833.5MQ4 2025: $850.7MQ1 2026: $769.6MQ2 2026: $961.1M
Q4 2021Q2 2026
13F filings of Revolve Wealth Partners, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 9, 2026350$961.1MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q1 2026SEC
Q1 2026Apr 13, 2026229$769.6MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q4 2025SEC
Q4 2025Jan 20, 2026228$850.7MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q3 2025SEC
Q3 2025Oct 14, 2025232$833.5MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q2 2025SEC
Q2 2025Jul 28, 2025226$765.7MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q1 2025SEC
Q1 2025Apr 14, 2025225$691.4MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q4 2024SEC
Q4 2024Mar 19, 2025Amended219$672.6MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q3 2024SEC
Q3 2024Oct 18, 2024191$654.5MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q2 2024SEC
Q2 2024Jul 19, 2024176$606.5MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q1 2024SEC
Q1 2024Apr 15, 2024181$585.3MVanguard Morningstar Total Stock Market ETFiShares Core MSCI Eafe ETFAlpha Architect ETF Trvs. Q4 2023SEC
Q4 2023Jan 12, 2024159$516.4MVanguard Morningstar Total Stock Market ETFAlpha Architect ETF TriShares Core MSCI Eafe ETFvs. Q3 2023SEC
Q3 2023Oct 10, 2023145$430.8MVanguard Morningstar Total Stock Market ETFAlpha Architect ETF TrSchwab International Equity ETFvs. Q2 2023SEC
Q2 2023Jul 20, 2023146$427.0MVanguard Morningstar Total Stock Market ETFAlpha Architect ETF TrSchwab International Equity ETFvs. Q1 2023SEC
Q1 2023Apr 6, 2023140$393.1MVanguard Morningstar Total Stock Market ETFWisdomTree TrAlpha Architect ETF Trvs. Q4 2022SEC
Q4 2022Jan 17, 2023143$349.4MWisdomTree TrSchwab U.S. Large-Cap ETFSchwab U.S. Large-Cap Growth ETFvs. Q3 2022SEC
Q3 2022Oct 12, 2022130$299.2MWisdomTree TrSchwab U.S. Large-Cap ETFSchwab U.S. Large-Cap Growth ETFvs. Q2 2022SEC
Q2 2022Jul 11, 2022137$304.1MWisdomTree TrSchwab U.S. Large-Cap ETFSchwab U.S. Large-Cap Growth ETFvs. Q1 2022SEC
Q1 2022Apr 19, 2022147$346.2MWisdomTree TrSchwab U.S. Large-Cap ETFSchwab U.S. Large-Cap Growth ETFvs. Q4 2021SEC
Q4 2021Feb 4, 2022149$347.2MWisdomTree TrSchwab U.S. Large-Cap ETFSchwab U.S. Large-Cap Growth ETF–SEC