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CIK: 0001808992
Total reported value
$958.8M
$958.8M
350 檔
30.5%
In Q2 2026, Revolve Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $958.8M, distributed across 350 disclosed stock positions.
In Q2 2026, Revolve Wealth Partners, LLC displayed an active expansion posture, initiating 103 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 350 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.87% | +0.56% | +1.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.33% | +0.18% | +1.93% | |
| 3 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-Other | 4.48% | +0.48% | +2.16% | |
| 4 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 3.36% | -0.18% | +1.50% | |
| 5 | ITAN | Sparkline Intangible Val ETF | ETF-Other | 3.24% | +0.18% | +2.12% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.09% | +0.23% | +2.48% | |
| 7 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 3.07% | +0.12% | +2.74% | |
| 8 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 3.00% | -0.93% | +4.47% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.14% | +0.25% | +5.11% | |
| 10 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 2.13% | -0.72% | +2.12% | |
| 11 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 2.03% | +0.17% | +4.92% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.98% | +0.03% | +0.40% | |
| 13 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.94% | -0.02% | +2.13% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.81% | +0.11% | +2.36% | |
| 15 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.68% | -0.05% | +3.37% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | +0.31% | +11.20% | |
| 17 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.60% | +0.92% | +1.53% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.59% | +0.02% | +14.26% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.48% | +0.10% | -0.16% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.37% | +0.60% | +9.14% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.26% | +0.03% | -0.30% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.37% | +10.29% | |
| 23 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.00% | -0.23% | +47.22% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | +0.01% | +1.10% | |
| 25 | VUG | Vanguard Growth ETF | ETF-Other | 0.80% | +0.03% | +500.52% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.12% | +44.15% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.02% | +3.78% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.07% | +14.21% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | +0.01% | — | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | -0.04% | -1.91% | |
| 31 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.61% | +0.03% | +1.91% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | +0.11% | +14.72% | |
| 33 | MU | Micron Technology Inc | Stock-Tech | 0.56% | -0.02% | +9.05% | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.55% | +0.17% | +114.01% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.53% | — | +0.12% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | -0.06% | +33.68% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.06% | +5.31% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | -0.01% | +30.43% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | +0.05% | -2.71% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.03% | +6.22% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.45% | +0.01% | +114.68% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.01% | +9.17% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | -0.08% | +8.92% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | -7.78% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | +0.04% | +3.98% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | -0.03% | -2.59% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.33% | -0.03% | +299.21% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.33% | -0.04% | -0.96% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.01% | +53.22% | |
| 50 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.32% | -0.29% | +4.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | +0.7% | NEW | New buy |
| 2 | MU | Micron Technology Inc | +0.4% | +9.05% | Add |
| 3 | AMD | Advanced Micro Devices | +0.3% | +5.31% | Add |
| 4 | AAUA | Alpha Architect US Equ 3 ETF | +0.3% | NEW | New buy |
| 5 | DFAI | Dimensional International Co | +0.3% | NEW | New buy |
| 6 | JMST | JPM Ultra-short Muni Income | +0.2% | +114.01% | Add |
| 7 | AVUS | Avantis U.s. Equity ETF | +0.2% | +114.68% | Add |
| 8 | IWD | Ishares Russell 1000 Value E | +0.2% | NEW | New buy |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +44.15% | Add |
| 10 | DFAC | Dimensional US Core Equity 2 | +0.2% | NEW | New buy |
| 11 | TBIL | F/m US Treasury 3 Month Bill | +0.2% | +47.22% | Add |
| 12 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 13 | AMAT | Applied Materials Inc | +0.1% | +100.30% | Add |
| 14 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 15 | AVGO | Broadcom Inc | +0.1% | +33.68% | Add |
| 16 | CSCO | Cisco Systems Inc | +0.1% | +84.24% | Add |
| 17 | SNX | TD Synnex CORP | +0.1% | NEW | New buy |
| 18 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +30.43% | Add |
| 20 | VLY | Valley National Bancorp | +0.1% | NEW | New buy |
| 21 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 22 | BWA | Borgwarner Inc | +0.1% | NEW | New buy |
| 23 | USFD | US Foods Holding CORP | +0.1% | NEW | New buy |
| 24 | C | Citigroup Inc | +0.1% | +246.75% | Add |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 26 | COLB | Columbia Banking System Inc | +0.1% | NEW | New buy |
| 27 | AME | Ametek Inc | +0.1% | NEW | New buy |
| 28 | SHEL | Shell Plc-adr | +0.1% | NEW | New buy |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | +3.17% | Add |
| 30 | GLD | Spdr Gold Shares | +0.1% | +381.77% | Add |
| 31 | CLH | Clean Harbors Inc | +0.1% | NEW | New buy |
| 32 | CAH | Cardinal Health Inc | +0.1% | NEW | New buy |
| 33 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 34 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 35 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.26% | Add |
| 36 | COMP | Compass Inc - Class A | +0.1% | +0.03% | Add |
| 37 | JNJ | Johnson & Johnson | +0.1% | +53.22% | Add |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +79.17% | Add |
| 39 | WMB | Williams Cos Inc | +0.1% | +332.89% | Add |
| 40 | INTC | Intel CORP | +0.1% | +31.94% | Add |
| 41 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 42 | ATO | Atmos Energy CORP | +0.1% | NEW | New buy |
| 43 | MELI | Mercadolibre Inc | +0.1% | NEW | New buy |
| 44 | CW | Curtiss-wright CORP | +0.1% | NEW | New buy |
| 45 | MCD | Mcdonald's CORP | +0.1% | +208.84% | Add |
| 46 | MUSA | Murphy USA Inc | +0.1% | NEW | New buy |
| 47 | ESI | Element Solutions Inc | +0.1% | NEW | New buy |
| 48 | AVY | Avery Dennison CORP | +0.1% | NEW | New buy |
| 49 | FLS | Flowserve CORP | +0.1% | NEW | New buy |
| 50 | CSL | Carlisle Cos Inc | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Revolve Wealth Partners, LLC reported a total U.S. public equity portfolio value of $958.8M across 350 disclosed positions in Q2 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 30.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFAU
市值: $6.3M
Top Position Liquidated / Trimmed
HON
前期市值: $523.3K
During Q2 2026, Revolve Wealth Partners, LLC's top holdings by market value included VTI (13.9%)、IEFA (5.3%)、IVAL (4.5%). The largest single position, VTI, represented 13.9% of total portfolio value.
In Q2 2026, Revolve Wealth Partners, LLC made 199 total portfolio adjustments, initiating 103 new buys, adding to 80 positions, trimming 12 holdings, and fully liquidating 4 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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