Revolve Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$769.9M
Q ending 2026-03-31
Prior quarter
$850.7M
Q ending 2025-12-31
Change
-9.5% QoQ · +11.3% YoY
Positions
230
reported holdings
Largest positions
Top 100 of 230 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $114.2M | 356K |
| Ishares Tr | IEFA | Shares | $47.3M | 522K |
| Ea Series Trust | IVAL | Shares | $42.2M | 1.2M |
| Ea Series Trust | QMOM | Shares | $27.7M | 406K |
| Cambria Etf Tr | SYLD | Shares | $27.5M | 364K |
| Spdr Series Trust | HYMB | Shares | $27.0M | 1.1M |
| Ea Series Trust | ITAN | Shares | $26.2M | 732K |
| Schwab Strategic Tr | SCHF | Shares | $26.0M | 1.1M |
| Spdr Series Trust | TFI | Shares | $19.9M | 440K |
| Dimensional Etf Trust | DFCF | Shares | $18.3M | 434K |
| Wisdomtree Tr | DLN | Shares | $17.6M | 197K |
| Wisdomtree Tr | IQDG | Shares | $17.4M | 433K |
| Apple Inc | AAPL | Shares | $17.2M | 68K |
| Schwab Strategic Tr | SCHZ | Shares | $17.2M | 740K |
| Vaneck Etf Trust | HYD | Shares | $14.8M | 295K |
| American Centy Etf Tr | AVUV | Shares | $13.9M | 126K |
| Nvidia Corporation | NVDA | Shares | $12.5M | 72K |
| Schwab Strategic Tr | SCHG | Shares | $12.3M | 423K |
| Ishares Tr | MUB | Shares | $12.0M | 113K |
| Ishares Tr | IVV | Shares | $11.7M | 18K |
| Schwab Strategic Tr | SCHX | Shares | $10.6M | 414K |
| Microsoft Corp | MSFT | Shares | $9.3M | 25K |
| Vanguard Tax-Managed Fds | VEA | Shares | $8.2M | 129K |
| Rbb Fd Inc | TBIL | Shares | $6.6M | 132K |
| Vanguard Index Fds | VUG | Shares | $6.5M | 15K |
| Ishares Tr | EFG | Shares | $5.7M | 51K |
| Invesco Exch Traded Fd Tr Ii | IFLN | Shares | $5.6M | 314K |
| Alphabet Inc | GOOGL | Shares | $5.2M | 18K |
| Meta Platforms Inc | META | Shares | $5.1M | 9K |
| Amazon Com Inc | AMZN | Shares | $5.0M | 24K |
| Amgen Inc | AMGN | Shares | $4.7M | 13K |
| Vanguard Star Fds | VXUS | Shares | $4.6M | 59K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.1M | 6K |
| Jpmorgan Chase & Co | JPM | Shares | $3.8M | 13K |
| Visa Inc | V | Shares | $3.5M | 12K |
| Vanguard Index Fds | VOO | Shares | $3.4M | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.3M | 7K |
| Broadcom Inc | AVGO | Shares | $3.1M | 10K |
| Schwab Strategic Tr | SCHM | Shares | $3.0M | 97K |
| Alphabet Inc | GOOG | Shares | $3.0M | 10K |
| Schwab Strategic Tr | SCHD | Shares | $2.9M | 95K |
| Ea Series Trust | BOXX | Shares | $2.9M | 25K |
| Vanguard Index Fds | VO | Shares | $2.8M | 10K |
| Ishares Tr | EFV | Shares | $2.8M | 38K |
| Dimensional Etf Trust | DFSI | Shares | $2.7M | 63K |
| Invesco Qqq Tr | QQQ | Shares | $2.7M | 5K |
| Schwab Strategic Tr | SCHA | Shares | $2.6M | 89K |
| J P Morgan Exchange Traded F | JMST | Shares | $2.5M | 49K |
| Ishares Tr | IWM | Shares | $2.4M | 10K |
| Ishares Tr | IXUS | Shares | $2.4M | 27K |
| Tesla Inc | TSLA | Shares | $2.3M | 6K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $2.3M | 4K |
| Ishares Tr | IJR | Shares | $2.2M | 18K |
| Ishares Tr | DSI | Shares | $2.2M | 18K |
| Nushares Etf Tr | NULV | Shares | $2.1M | 45K |
| Vanguard Index Fds | VB | Shares | $2.1M | 8K |
| Nushares Etf Tr | NULG | Shares | $2.0M | 22K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Johnson & Johnson | JNJ | Shares | $1.9M | 8K |
| Ishares Tr | IWF | Shares | $1.9M | 4K |
| American Centy Etf Tr | AVUS | Shares | $1.8M | 16K |
| Ea Series Trust | AAEQ | Shares | $1.8M | 38K |
| Ishares Tr | IJH | Shares | $1.7M | 26K |
| Abbvie Inc | ABBV | Shares | $1.7M | 8K |
| Compass Inc | COMP | Shares | $1.7M | 230K |
| Mastercard Incorporated | MA | Shares | $1.7M | 3K |
| Toll Brothers Inc | TOL | Shares | $1.6M | 12K |
| Advanced Micro Devices Inc | AMD | Shares | $1.6M | 8K |
| American Centy Etf Tr | AVSD | Shares | $1.5M | 21K |
| Nushares Etf Tr | NUSC | Shares | $1.5M | 32K |
| Eli Lilly & Co | LLY | Shares | $1.5M | 2K |
| Micron Technology Inc | MU | Shares | $1.5M | 4K |
| Vanguard Index Fds | VOE | Shares | $1.4M | 8K |
| Ishares Tr | DMXF | Shares | $1.4M | 18K |
| Costco Wholesale Corporation | COST | Shares | $1.2M | 1K |
| Walmart Inc | WMT | Shares | $1.2M | 10K |
| Ea Series Trust | AAUS | Shares | $1.2M | 23K |
| Colgate Palmolive Co | CL | Shares | $1.2M | 14K |
| Dimensional Etf Trust | DFSV | Shares | $1.1M | 32K |
| Nushares Etf Tr | NUMV | Shares | $1.1M | 29K |
| Netflix Inc. | NFLX | Shares | $1.1M | 11K |
| Rtx Corporation | RTX | Shares | $1.0M | 5K |
| Nushares Etf Tr | NUMG | Shares | $1.0M | 25K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.0M | 20K |
| Palantir Technologies Inc | PLTR | Shares | $958K | 7K |
| Schwab Strategic Tr | FNDX | Shares | $946K | 34K |
| Unitedhealth Group Inc | UNH | Shares | $903K | 3K |
| Ishares Tr | IWP | Shares | $902K | 7K |
| Ge Aerospace | GE | Shares | $896K | 3K |
| Ishares Tr | IWS | Shares | $867K | 6K |
| Chevron Corporation | CVX | Shares | $863K | 4K |
| Vanguard Intl Equity Index F | VWO | Shares | $858K | 16K |
| Intuitive Surgical Inc | ISRG | Shares | $856K | 2K |
| Vanguard Specialized Funds | VIG | Shares | $835K | 4K |
| Procter & Gamble Co | PG | Shares | $810K | 6K |
| Cisco Sys Inc | CSCO | Shares | $774K | 10K |
| Vanguard Index Fds | VOT | Shares | $768K | 3K |
| Home Depot Inc | HD | Shares | $759K | 2K |
| Csx Corp | CSX | Shares | $756K | 18K |
| Bank America Corp | BAC | Shares | $744K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.