Revolve Wealth Partners, Llc Portfolio Stock Holdings
Revolve Wealth Partners, Llc disclosed 229 stock positions valued at approximately $769.6 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and EA SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 229
- Portfolio Value
- $769.6M
Holdings by Sector
Revolve Wealth Partners, Llc Portfolio Holdings in Q1 2026
225 holdings in the latest reporting period.
Page 1 of 3
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 14.83% | 355,863 | -30,467 | -7.89% | $114,164,263 |
| ISHARES TR | IEFA | Other | 6.15% | 522,492 | -60,792 | -10.42% | $47,301,218 |
| EA SERIES TRUST | IVAL | Other | 5.48% | 1,242,115 | -147,377 | -10.61% | $42,182,108 |
| EA SERIES TRUST | QMOM | Other | 3.60% | 405,534 | -22,735 | -5.31% | $27,702,041 |
| CAMBRIA ETF TR | SYLD | Other | 3.57% | 364,183 | -22,806 | -5.89% | $27,463,068 |
| SPDR SERIES TRUST | HYMB | Other | 3.51% | 1,088,948 | +26,243 | +2.47% | $27,005,901 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.38% | 1,050,120 | +1,457 | +0.14% | $25,990,476 |
| SPDR SERIES TRUST | TFI | Other | 2.59% | 439,995 | -1,936 | -0.44% | $19,949,358 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 2.38% | 433,572 | +8,272 | +1.94% | $18,305,427 |
| WISDOMTREE TR | DLN | Other | 2.29% | 197,288 | -14,975 | -7.05% | $17,623,720 |
| WISDOMTREE TR | IQDG | Other | 2.26% | 432,796 | -34,185 | -7.32% | $17,372,431 |
| APPLE INC | AAPL | Technology | 2.24% | 67,926 | -2,947 | -4.16% | $17,238,868 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 2.23% | 739,543 | -50,061 | -6.34% | $17,172,186 |
| VANECK ETF TRUST | HYD | Other | 1.92% | 295,300 | -5,936 | -1.97% | $14,806,351 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.81% | 125,794 | -8,546 | -6.36% | $13,896,409 |
| NVIDIA CORPORATION | NVDA | Technology | 1.62% | 71,609 | +166 | +0.23% | $12,488,670 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.60% | 422,617 | -29,320 | -6.49% | $12,310,839 |
| ISHARES TR | MUB | Other | 1.56% | 112,771 | -35,979 | -24.19% | $11,970,631 |
| ISHARES TR | IVV | Other | 1.52% | 17,964 | +422 | +2.41% | $11,734,535 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.38% | 413,626 | -17,114 | -3.97% | $10,605,359 |
| MICROSOFT CORP | MSFT | Technology | 1.21% | 25,107 | -1,854 | -6.88% | $9,293,875 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.07% | 128,648 | -10,575 | -7.60% | $8,243,792 |
| RBB FD INC | TBIL | Other | 0.85% | 131,872 | -353,700 | -72.84% | $6,575,156 |
| VANGUARD INDEX FDS | VUG | Other | 0.85% | 14,946 | -564 | -3.64% | $6,528,337 |
| ISHARES TR | EFG | Other | 0.74% | 51,263 | +161 | +0.32% | $5,709,175 |
| INVESCO EXCH TRADED FD TR II | PHB | Other | 0.73% | 314,354 | -16,718 | -5.05% | $5,639,510 |
| ALPHABET INC | GOOGL | Communication Services | 0.67% | 18,027 | +270 | +1.52% | $5,183,721 |
| META PLATFORMS INC | META | Communication Services | 0.66% | 8,943 | -137 | -1.51% | $5,116,593 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.66% | 24,210 | -1,037 | -4.11% | $5,042,164 |
| AMGEN INC | AMGN | Healthcare | 0.61% | 13,298 | -613 | -4.41% | $4,679,061 |
| VANGUARD STAR FDS | VXUS | Other | 0.60% | 59,499 | -4,203 | -6.60% | $4,587,973 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.54% | 6,346 | -436 | -6.43% | $4,126,959 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.49% | 12,789 | -1,334 | -9.45% | $3,761,986 |
| VISA INC | V | Financial Services | 0.46% | 11,684 | -50 | -0.43% | $3,531,392 |
| VANGUARD INDEX FDS | VOO | Other | 0.44% | 5,632 | -940 | -14.30% | $3,365,583 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.43% | 6,841 | +190 | +2.86% | $3,278,043 |
| BROADCOM INC | AVGO | Technology | 0.40% | 10,035 | +419 | +4.36% | $3,105,848 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.39% | 96,754 | -9,777 | -9.18% | $2,995,511 |
| ALPHABET INC | GOOG | Communication Services | 0.38% | 10,291 | +212 | +2.10% | $2,952,198 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.38% | 94,546 | -399 | -0.42% | $2,900,672 |
| EA SERIES TRUST | BOXX | Other | 0.38% | 24,884 | +22,864 | +1131.88% | $2,893,760 |
| VANGUARD INDEX FDS | VO | Other | 0.37% | 9,889 | -664 | -6.29% | $2,839,992 |
| ISHARES TR | EFV | Other | 0.37% | 38,152 | +988 | +2.66% | $2,836,586 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.35% | 63,413 | -2,619 | -3.97% | $2,688,697 |
| INVESCO QQQ TR | QQQ | Other | 0.35% | 4,640 | +799 | +20.80% | $2,678,310 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.34% | 88,746 | -464 | -0.52% | $2,580,720 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.33% | 49,065 | +35,453 | +260.45% | $2,501,334 |
| ISHARES TR | IWM | Other | 0.31% | 9,765 | -324 | -3.21% | $2,421,689 |
| ISHARES TR | IXUS | Other | 0.31% | 27,170 | -1,800 | -6.21% | $2,354,009 |
| TESLA INC | TSLA | Consumer Cyclical | 0.30% | 6,216 | -8,650 | -58.19% | $2,310,776 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.29% | 3,649 | -136 | -3.59% | $2,250,557 |
| ISHARES TR | IJR | Other | 0.29% | 17,827 | -1,483 | -7.68% | $2,216,068 |
| ISHARES TR | DSI | Other | 0.28% | 17,809 | -174 | -0.97% | $2,158,266 |
| NUSHARES ETF TR | NULV | Other | 0.27% | 45,482 | -199 | -0.44% | $2,069,453 |
| VANGUARD INDEX FDS | VB | Other | 0.27% | 7,895 | -501 | -5.97% | $2,067,756 |
| NUSHARES ETF TR | NULG | Other | 0.27% | 22,461 | -1,587 | -6.60% | $2,042,647 |
| EXXON MOBIL CORP | XOM | Energy | 0.25% | 11,357 | -20 | -0.18% | $1,926,820 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.25% | 7,847 | +250 | +3.29% | $1,918,214 |
| ISHARES TR | IWF | Other | 0.24% | 4,403 | -903 | -17.02% | $1,877,574 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.23% | 15,952 | -468 | -2.85% | $1,773,543 |
| ISHARES TR | IJH | Other | 0.23% | 25,692 | -4,845 | -15.87% | $1,734,976 |
| ABBVIE INC | ABBV | Healthcare | 0.22% | 7,821 | +267 | +3.53% | $1,701,003 |
| COMPASS INC | COMP | Real Estate | 0.22% | 229,617 | +675 | +0.29% | $1,678,500 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 3,320 | -102 | -2.98% | $1,658,875 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.21% | 11,792 | +230 | +1.99% | $1,609,254 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.21% | 7,780 | -84 | -1.07% | $1,582,707 |
| AMERICAN CENTY ETF TR | AVSD | Other | 0.20% | 20,697 | -889 | -4.12% | $1,524,272 |
| NUSHARES ETF TR | NUSC | Other | 0.19% | 32,388 | -225 | -0.69% | $1,459,407 |
| ELI LILLY & CO | LLY | Healthcare | 0.19% | 1,578 | -18 | -1.13% | $1,451,456 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.19% | 4,296 | +290 | +7.24% | $1,451,373 |
| VANGUARD INDEX FDS | VOE | Other | 0.18% | 7,694 | -358 | -4.45% | $1,417,838 |
| ISHARES TR | DMXF | Other | 0.18% | 18,137 | -105 | -0.58% | $1,368,416 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.16% | 1,248 | +102 | +8.90% | $1,243,838 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 9,927 | +151 | +1.54% | $1,233,710 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.15% | 13,979 | -2,043 | -12.75% | $1,191,465 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.15% | 32,152 | -4,869 | -13.15% | $1,126,616 |
| NUSHARES ETF TR | NUMV | Other | 0.15% | 29,055 | +76 | +0.26% | $1,126,456 |
| NETFLIX INC. | NFLX | Communication Services | 0.14% | 11,205 | +778 | +7.46% | $1,077,361 |
| RTX CORPORATION | RTX | Industrials | 0.13% | 5,353 | +292 | +5.77% | $1,032,594 |
| NUSHARES ETF TR | NUMG | Other | 0.13% | 24,639 | -1,537 | -5.87% | $1,012,172 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.13% | 20,085 | -5,790 | -22.38% | $1,002,041 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.12% | 6,547 | -131 | -1.96% | $957,721 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.12% | 33,975 | +3,664 | +12.09% | $946,204 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.12% | 3,337 | -199 | -5.63% | $902,959 |
| ISHARES TR | IWP | Other | 0.12% | 7,040 | -6 | -0.09% | $901,975 |
| GE AEROSPACE | GE | Industrials | 0.12% | 3,157 | +1,004 | +46.63% | $895,905 |
| ISHARES TR | IWS | Other | 0.11% | 5,952 | -2 | -0.03% | $867,498 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 4,169 | -201 | -4.60% | $862,554 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.11% | 15,865 | -288 | -1.78% | $857,503 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.11% | 1,857 | -90 | -4.62% | $856,058 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.11% | 3,883 | -1,264 | -24.56% | $835,096 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 5,607 | +97 | +1.76% | $809,880 |
| CISCO SYS INC | CSCO | Technology | 0.10% | 9,978 | +824 | +9.00% | $774,177 |
| VANGUARD INDEX FDS | VOT | Other | 0.10% | 2,984 | -76 | -2.48% | $767,850 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.10% | 2,307 | -192 | -7.68% | $758,737 |
| CSX CORP | CSX | Industrials | 0.10% | 18,429 | -304 | -1.62% | $756,492 |
| BANK AMERICA CORP | BAC | Financial Services | 0.10% | 15,256 | +1,304 | +9.35% | $743,722 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.10% | 14,987 | +748 | +5.25% | $733,314 |
| ORACLE CORP | ORCL | Technology | 0.10% | 4,979 | -645 | -11.47% | $732,505 |
| ISHARES TR | EFA | Other | 0.09% | 7,345 | -426 | -5.48% | $713,388 |
Revolve Wealth Partners, Llc Options Holdings in Q1 2026
1 options positions in the latest reporting period.
Page 1 of 1
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | UNH | UnitedHealth Group Incorporated | PUT | 1,900 | $234,731 |
Notional value represents the total exposure of the options position.