Revolve Wealth Partners, Llc Portfolio Stock Holdings
Revolve Wealth Partners, Llc disclosed 350 stock positions valued at approximately $961.1 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 June 30, 2026 and was filed on July 9, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 350
- Portfolio Value
- $961.1M
Holdings by Sector
Revolve Wealth Partners, Llc Portfolio Holdings in Q2 2026
337 holdings in the latest reporting period.
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| 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 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.56% | 4,685 | +389 | +9.05% | $5,407,896 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.56% | 105,003 | +55,938 | +114.01% | $5,355,151 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.56% | 7,148 | +802 | +12.64% | $5,337,799 |
| VANGUARD STAR FDS | VXUS | Other | 0.53% | 59,570 | +71 | +0.12% | $5,092,600 |
| BROADCOM INC | AVGO | Technology | 0.53% | 13,415 | +3,380 | +33.68% | $5,067,413 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.50% | 8,193 | +413 | +5.31% | $4,759,456 |
| ALPHABET INC | GOOG | Communication Services | 0.49% | 13,423 | +3,132 | +30.43% | $4,742,751 |
| AMGEN INC | AMGN | Healthcare | 0.49% | 12,937 | -361 | -2.71% | $4,684,617 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.46% | 13,585 | +796 | +6.22% | $4,446,741 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.46% | 34,245 | +18,293 | +114.68% | $4,386,094 |
| VISA INC | V | Financial Services | 0.41% | 11,556 | -128 | -1.10% | $3,964,729 |
| VANGUARD INDEX FDS | VOO | Other | 0.37% | 5,194 | -438 | -7.78% | $3,567,554 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 7,113 | +272 | +3.98% | $3,559,102 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.36% | 94,251 | -2,503 | -2.59% | $3,475,051 |
| VANGUARD INDEX FDS | VO | Other | 0.33% | 39,478 | +29,589 | +299.21% | $3,180,736 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.33% | 87,893 | -853 | -0.96% | $3,175,556 |
| INVESCO QQQ TR | QQQ | Other | 0.33% | 4,254 | -386 | -8.32% | $3,132,656 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.32% | 12,023 | +4,176 | +53.22% | $3,053,579 |
| EA SERIES TRUST | BOXX | Other | 0.32% | 26,053 | +1,169 | +4.70% | $3,050,546 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.31% | 94,514 | -32 | -0.03% | $2,997,044 |
| ISHARES TR | IWM | Other | 0.30% | 9,701 | -64 | -0.66% | $2,914,628 |
| ISHARES TR | EFV | Other | 0.30% | 37,314 | -838 | -2.20% | $2,856,360 |
| COMPASS INC | COMP | Real Estate | 0.29% | 229,678 | +61 | +0.03% | $2,831,930 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.29% | 61,850 | -1,563 | -2.46% | $2,789,426 |
| TESLA INC | TSLA | Consumer Cyclical | 0.28% | 6,324 | +108 | +1.74% | $2,659,849 |
| ISHARES TR | IJR | Other | 0.27% | 17,635 | -192 | -1.08% | $2,615,499 |
| ISHARES TR | IXUS | Other | 0.27% | 26,994 | -176 | -0.65% | $2,576,307 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.27% | 3,649 | - | - | $2,566,488 |
| NUSHARES ETF TR | NULG | Other | 0.26% | 21,333 | -1,128 | -5.02% | $2,497,294 |
| ISHARES TR | DSI | Other | 0.25% | 17,168 | -641 | -3.60% | $2,444,494 |
| VANGUARD INDEX FDS | VB | Other | 0.25% | 7,945 | +50 | +0.63% | $2,408,227 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.25% | 58,048 | +58,048 | +100.00% | $2,394,468 |
| NUSHARES ETF TR | NULV | Other | 0.23% | 44,588 | -894 | -1.97% | $2,228,968 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 18,383 | +8,405 | +84.24% | $2,159,251 |
| ELI LILLY & CO | LLY | Healthcare | 0.22% | 1,757 | +179 | +11.34% | $2,107,476 |
| ABBVIE INC | ABBV | Healthcare | 0.21% | 7,998 | +177 | +2.26% | $2,012,739 |
| ISHARES TR | IWF | Other | 0.21% | 16,029 | +11,626 | +264.05% | $1,990,321 |
| ISHARES TR | IJH | Other | 0.20% | 25,391 | -301 | -1.17% | $1,957,862 |
| APPLIED MATLS INC | AMAT | Technology | 0.20% | 2,706 | +1,355 | +100.30% | $1,956,438 |
| TOLL BROTHERS INC | TOL | Consumer Cyclical | 0.20% | 11,828 | +36 | +0.31% | $1,948,663 |
| ISHARES TR | IWD | Other | 0.20% | 7,953 | +7,953 | +100.00% | $1,928,103 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.20% | 48,571 | +16,419 | +51.07% | $1,884,058 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.18% | 19,211 | +5,232 | +37.43% | $1,761,301 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.18% | 3,345 | +25 | +0.75% | $1,718,151 |
| EXXON MOBIL CORP | XOM | Energy | 0.18% | 12,544 | +1,187 | +10.45% | $1,714,984 |
| NUSHARES ETF TR | NUSC | Other | 0.18% | 32,305 | -83 | -0.26% | $1,683,754 |
| AMERICAN CENTY ETF TR | AVSD | Other | 0.17% | 20,146 | -551 | -2.66% | $1,609,377 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 13,701 | +3,774 | +38.02% | $1,551,770 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.16% | 34,320 | +34,320 | +100.00% | $1,522,439 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.16% | 1,505 | +665 | +79.17% | $1,522,240 |
| VANGUARD INDEX FDS | VOE | Other | 0.16% | 7,635 | -59 | -0.77% | $1,508,630 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.16% | 3,603 | +266 | +7.97% | $1,497,515 |
| ISHARES TR | DMXF | Other | 0.16% | 17,654 | -483 | -2.66% | $1,493,516 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.15% | 6,826 | +5,600 | +456.77% | $1,452,418 |
| DELTA AIR LINES INC | DAL | Industrials | 0.14% | 14,721 | +14,721 | +100.00% | $1,378,798 |
| RTX CORPORATION | RTX | Industrials | 0.14% | 7,075 | +1,722 | +32.17% | $1,342,403 |
| NUSHARES ETF TR | NUMV | Other | 0.13% | 28,990 | -65 | -0.22% | $1,260,767 |
| CITIGROUP INC | C | Financial Services | 0.13% | 8,790 | +6,255 | +246.75% | $1,230,258 |
| GE AEROSPACE | GE | Industrials | 0.13% | 3,270 | +113 | +3.58% | $1,222,162 |
| CHEVRON CORPORATION | CVX | Energy | 0.13% | 7,278 | +3,109 | +74.57% | $1,206,392 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.12% | 1,272 | +24 | +1.92% | $1,190,193 |
| NUSHARES ETF TR | NUMG | Other | 0.12% | 25,072 | +433 | +1.76% | $1,177,368 |
| BANK OF AMER CORP | BAC | Financial Services | 0.12% | 20,440 | +5,184 | +33.98% | $1,164,677 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 3,270 | +963 | +41.74% | $1,153,196 |
| TD SYNNEX CORPORATION | SNX | Technology | 0.12% | 4,217 | +4,217 | +100.00% | $1,127,373 |
| EOG RES INC | EOG | Energy | 0.12% | 8,616 | +8,616 | +100.00% | $1,117,736 |
| SPDR GOLD TR | GLD | Other | 0.11% | 2,934 | +2,325 | +381.77% | $1,080,827 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 3,876 | +2,621 | +208.84% | $1,047,731 |
| VALLEY NATL BANCORP | VLY | Financial Services | 0.11% | 69,120 | +69,120 | +100.00% | $1,012,608 |
| ISHARES TR | IWP | Other | 0.10% | 6,856 | -184 | -2.61% | $1,003,787 |
Revolve Wealth Partners, Llc Options Holdings in Q2 2026
6 options positions in the latest reporting period.
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| 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 |
Notional value represents the total exposure of the options position.