Revolve Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 9, 2026, Revolve Wealth Partners, Llc disclosed 341 stock positions valued at approximately $961.10M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and EA SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 341
- Portfolio Value
- $961.10M
Holdings by Sector
Revolve Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 13.93% | 361,842 | +5,979 | +1.68% | $133,896,081 |
| ISHARES TR | IEFA | Other | 5.35% | 532,594 | +10,102 | +1.93% | $51,437,894 |
| EA SERIES TRUST | IVAL | Other | 4.50% | 1,268,919 | +26,804 | +2.16% | $43,232,054 |
| EA SERIES TRUST | QMOM | Other | 3.37% | 411,612 | +6,078 | +1.50% | $32,406,221 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.10% | 1,076,142 | +26,022 | +2.48% | $29,809,142 |
| CAMBRIA ETF TR | SYLD | Other | 3.08% | 374,169 | +9,986 | +2.74% | $29,591,896 |
| SPDR SERIES TRUST | HYMB | Other | 3.01% | 1,137,661 | +48,713 | +4.47% | $28,942,106 |
| APPLE INC | AAPL | Technology | 2.15% | 71,400 | +3,474 | +5.11% | $20,660,365 |
| SPDR SERIES TRUST | TFI | Other | 2.14% | 449,303 | +9,308 | +2.12% | $20,578,061 |
| WISDOMTREE TR | IQDG | Other | 2.04% | 454,107 | +21,311 | +4.92% | $19,562,949 |
| WISDOMTREE TR | DLN | Other | 1.99% | 198,080 | +792 | +0.40% | $19,079,023 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.94% | 442,818 | +9,246 | +2.13% | $18,691,364 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.82% | 756,987 | +17,444 | +2.36% | $17,509,118 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.69% | 130,028 | +4,234 | +3.37% | $16,222,313 |
| NVIDIA CORPORATION | NVDA | Technology | 1.63% | 78,131 | +6,522 | +9.11% | $15,633,159 |
| VANECK ETF TRUST | HYD | Other | 1.61% | 299,809 | +4,509 | +1.53% | $15,443,180 |
| ISHARES TR | IVV | Other | 1.60% | 20,525 | +2,561 | +14.26% | $15,370,605 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.49% | 421,950 | -667 | -0.16% | $14,278,776 |
| ISHARES TR | MUB | Other | 1.38% | 123,079 | +10,308 | +9.14% | $13,245,792 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.26% | 412,375 | -1,251 | -0.30% | $12,136,204 |
| MICROSOFT CORP | MSFT | Technology | 1.02% | 26,190 | +1,083 | +4.31% | $9,769,239 |
| RBB FD INC | TBIL | Other | 1.01% | 194,142 | +62,270 | +47.22% | $9,679,918 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.96% | 130,065 | +1,417 | +1.10% | $9,267,117 |
| VANGUARD INDEX FDS | VUG | Other | 0.80% | 89,754 | +74,808 | +500.52% | $7,731,424 |
| ALPHABET INC | GOOGL | Communication Services | 0.70% | 18,709 | +682 | +3.78% | $6,686,073 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.69% | 27,651 | +3,441 | +14.21% | $6,590,279 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.66% | 122,778 | +122,778 | +100.00% | $6,346,417 |
| ISHARES TR | EFG | Other | 0.65% | 50,284 | -979 | -1.91% | $6,256,357 |
| INVESCO EXCH TRADED FD TR II | PHB | Other | 0.61% | 320,350 | +5,996 | +1.91% | $5,859,209 |
| META PLATFORMS INC | META | Communication Services | 0.60% | 10,259 | +1,316 | +14.72% | $5,778,850 |
Showing 30 of 341 holdings in the latest reporting period.
Revolve Wealth Partners, Llc Options Holdings in Q2 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q2 2026 | SPY | SPDR S&P 500 | PUT | 2,000 | $1,493,540 |
| Q2 2026 | UNH | UnitedHealth Group Incorporated | PUT | 1,800 | $748,134 |
| Q2 2026 | QQQ | Invesco QQQ Trust, Series 1 | PUT | 800 | $589,120 |
| Q2 2026 | MSFT | Microsoft Corporation | CALL | 1,500 | $559,530 |
| Q2 2026 | V | Visa Inc. | PUT | 1,200 | $411,708 |
| Q2 2026 | NVDA | NVIDIA Corporation | CALL | 1,500 | $300,135 |
Showing 6 of 6 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.