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CIK: 0001808992
Total reported value
$965.2M
$965.2M
229 檔
26.8%
During the Q1 2026 filing period, Revolve Wealth Partners, LLC (CIK: 0001808992) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $965.2M across 229 reported positions.
Revolve Wealth Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 13 holdings and trimming 97 positions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 14.83% | -0.96% | -7.89% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.14% | -0.81% | -10.42% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 5.48% | -1.00% | -10.61% | |
| 4 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.60% | -0.24% | -5.31% | |
| 5 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.57% | -0.50% | -5.89% | |
| 6 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 3.51% | -0.51% | +2.47% | |
| 7 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.41% | -0.17% | -7.69% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.38% | -0.29% | +0.14% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.59% | -0.46% | -0.44% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.38% | -0.44% | +1.95% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 2.29% | -0.31% | -7.05% | |
| 12 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.26% | -0.23% | -7.32% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.24% | -0.10% | -4.16% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.23% | -0.42% | -6.34% | |
| 15 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.92% | -0.32% | -1.97% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.81% | -0.13% | -6.36% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.62% | +0.03% | +0.23% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.60% | -0.12% | -6.49% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.55% | -0.18% | -24.19% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.07% | +2.41% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.38% | -0.12% | -3.97% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.14% | -6.88% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.07% | -0.11% | -7.60% | |
| 24 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.85% | +0.15% | -72.84% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.85% | -0.05% | -3.64% | |
| 26 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.74% | -0.09% | +0.32% | |
| 27 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.73% | -0.12% | -5.05% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.02% | +1.52% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.06% | -1.51% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.65% | +0.03% | -4.11% | |
| 31 | AMGN | Amgen Inc | Stock-Healthcare | 0.61% | -0.12% | -4.41% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.60% | -0.07% | -6.60% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.17% | -6.43% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.03% | -9.45% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.01% | -0.43% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.07% | -14.30% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.06% | +2.86% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.12% | +4.36% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.39% | -0.03% | -9.18% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.38% | +0.11% | +2.10% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | -0.07% | -0.42% | |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.38% | -0.06% | +1131.88% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.37% | -0.04% | -6.29% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.37% | -0.07% | +2.66% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.35% | -0.06% | -3.97% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.04% | +20.80% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.34% | -0.01% | -0.52% | |
| 48 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.32% | +0.23% | +260.45% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | -0.01% | -3.21% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.31% | -0.04% | -6.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +0.4% | +0.14% | Add |
| 2 | SYLD | Cambria Shareholder Yield Et | +0.4% | -5.89% | Trim |
| 3 | HYMB | Ss Spdr N Ice Hy Muni ETF | +0.4% | +2.47% | Add |
| 4 | BOXX | Alpha Architect 1-3 Mnth Box | +0.4% | +1131.88% | Add |
| 5 | IVAL | Alpha Archi Intl Qt Vlu ETF | +0.3% | -10.61% | Trim |
| 6 | QMOM | Alpha US Quant Mom ETF | +0.3% | -5.31% | Trim |
| 7 | DFCF | Dimensional Core Fixed Inc | +0.3% | +1.95% | Add |
| 8 | JMST | JPM Ultra-short Muni Income | +0.2% | +260.45% | Add |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.2% | -0.44% | Trim |
| 10 | AVUV | Avantis US Small Cap Value | +0.2% | -6.36% | Trim |
| 11 | HYD | Vaneck High Yield Muni ETF | +0.1% | -1.97% | Trim |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.41% | Add |
| 13 | DLN | Wisdomtree US Largecap Divid | +0.1% | -7.05% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -0.18% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | +3.29% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +20.80% | Add |
| 17 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.42% | Trim |
| 18 | AMGN | Amgen Inc | +0.1% | -4.41% | Trim |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | -6.34% | Trim |
| 20 | MU | Micron Technology Inc | +0.1% | +7.24% | Add |
| 21 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +2.66% | Add |
| 22 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +0.32% | Add |
| 23 | NVDA | Nvidia CORP | +0.1% | +0.23% | Add |
| 24 | VEA | Vanguard Ftse Developed ETF | +0.1% | -7.60% | Trim |
| 25 | GEV | GE Vernova Inc | 0% | +33.98% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +8.90% | Add |
| 27 | GE | General Electric | 0% | +46.63% | Add |
| 28 | VXUS | Vanguard Total Intl Stock | 0% | -6.60% | Trim |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.86% | Add |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | -0.52% | Trim |
| 31 | CVX | Chevron CORP | 0% | -4.60% | Trim |
| 32 | WMT | Walmart Inc | 0% | +1.54% | Add |
| 33 | NFLX | Netflix Inc | 0% | +7.46% | Add |
| 34 | TOL | Toll Brothers Inc | 0% | +1.99% | Add |
| 35 | SCHX | Schwab US Large-cap ETF | 0% | -3.97% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +1.52% | Add |
| 37 | CAT | Caterpillar Inc | 0% | +14.10% | Add |
| 38 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | -3.97% | Trim |
| 39 | AMAT | Applied Materials Inc | 0% | +4.65% | Add |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +12.09% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | +7.43% | Add |
| 42 | T | At&t Inc | 0% | +9.35% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | 0% | -7.68% | Trim |
| 44 | RTX | Rtx CORP | 0% | +5.77% | Add |
| 45 | PXF | Invesco Rafi Developed Marke | 0% | +10.64% | Add |
| 46 | VB | Vanguard Small-cap ETF | 0% | -5.97% | Trim |
| 47 | IXUS | Ishares Core Intl Stock ETF | 0% | -6.21% | Trim |
| 48 | VZ | Verizon Communications Inc | 0% | +3.87% | Add |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | +5.25% | Add |
| 50 | CSX | Csx CORP | 0% | -1.62% | Trim |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $965.2M across 229 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, IEFA, IVAL) accounted for 26.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
NOC
市值: $241.5K
Top Position Liquidated / Trimmed
EQIX
前期市值: $1.8M
During Q1 2026, Revolve Wealth Partners, LLC's top holdings by market value included VTI (14.8%)、IEFA (6.1%)、IVAL (5.5%). The largest single position, VTI, represented 14.8% of total portfolio value.
In Q1 2026, Revolve Wealth Partners, LLC made 195 total portfolio adjustments, initiating 14 new buys, adding to 71 positions, trimming 97 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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