Revolve Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 23, 2026, Revolve Wealth Partners, Llc disclosed 315 stock positions valued at approximately $954.67M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, ISHARES TR, and EA SERIES TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 315
- Portfolio Value
- $954.67M
Holdings by Sector
Revolve Wealth Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 14.50% | 369,780 | +7,938 | +2.19% | $138,386,292 |
| ISHARES TR | IEFA | Other | 5.53% | 545,409 | +12,815 | +2.41% | $52,839,222 |
| EA SERIES TRUST | IVAL | Other | 4.98% | 1,317,677 | +48,758 | +3.84% | $47,515,418 |
| EA SERIES TRUST | ITAN | Other | 3.44% | 752,597 | +5,230 | +0.70% | $32,796,909 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.34% | 1,159,710 | +83,568 | +7.77% | $31,857,232 |
| CAMBRIA ETF TR | SYLD | Other | 3.20% | 379,428 | +5,259 | +1.41% | $30,578,136 |
| EA SERIES TRUST | QMOM | Other | 3.19% | 422,718 | +11,106 | +2.70% | $30,478,756 |
| VANECK ETF TRUST | HYD | Other | 2.53% | 502,716 | +202,907 | +67.68% | $24,145,472 |
| APPLE INC | AAPL | Technology | 2.40% | 68,730 | -2,670 | -3.74% | $22,888,463 |
| WISDOMTREE TR | IQDG | Other | 2.21% | 494,930 | +40,823 | +8.99% | $21,064,205 |
| SPDR SERIES TRUST | HYMB | Other | 2.08% | 845,796 | -291,865 | -25.65% | $19,850,838 |
| WISDOMTREE TR | DLN | Other | 2.02% | 198,715 | +635 | +0.32% | $19,315,141 |
| ISHARES TR | MUB | Other | 1.98% | 187,229 | +64,150 | +52.12% | $18,928,852 |
| NVIDIA CORPORATION | NVDA | Technology | 1.97% | 82,311 | +4,180 | +5.35% | $18,798,103 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.93% | 834,951 | +77,964 | +10.30% | $18,452,412 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.93% | 458,769 | +15,951 | +3.60% | $18,405,829 |
| AMERICAN CENTY ETF TR | AVUV | Other | 1.64% | 132,781 | +2,753 | +2.12% | $15,637,617 |
| ISHARES TR | IVV | Other | 1.61% | 20,102 | -423 | -2.06% | $15,395,018 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.59% | 422,201 | +251 | +0.06% | $15,169,681 |
| MICROSOFT CORP | MSFT | Technology | 1.44% | 26,888 | +698 | +2.67% | $13,790,865 |
| SPDR SERIES TRUST | TFI | Other | 1.41% | 315,113 | -134,190 | -29.87% | $13,477,377 |
| SCHWAB STRATEGIC TR | SCHX | Other | 1.29% | 411,025 | -1,350 | -0.33% | $12,330,755 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.97% | 131,171 | +1,106 | +0.85% | $9,261,965 |
| VANGUARD INDEX FDS | VUG | Other | 0.83% | 87,873 | -1,881 | -2.10% | $7,918,238 |
| RBB FD INC | TBIL | Other | 0.78% | 148,615 | -45,527 | -23.45% | $7,408,437 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.75% | 28,799 | +1,148 | +4.15% | $7,175,208 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.72% | 135,648 | +30,645 | +29.18% | $6,858,380 |
| META PLATFORMS INC | META | Communication Services | 0.72% | 9,416 | -843 | -8.22% | $6,828,551 |
| ALPHABET INC | GOOGL | Communication Services | 0.71% | 19,769 | +1,060 | +5.67% | $6,802,083 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.67% | 122,778 | - | - | $6,428,678 |
Showing 30 of 315 holdings in the latest reporting period.
Revolve Wealth Partners, Llc Options Holdings in Q3 2026
Showing 4 of 4 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.