Revolve Wealth Partners Q2 2026 Investment Activity Analysis
Revolve Wealth Partners' portfolio analysis for the second quarter of 2026 shows significant shifts in ETF holdings and slight adjustments to individual stocks.
As part of our ongoing coverage of institutional investor activity, we've analyzed Revolve Wealth Partners LLC's portfolio movements during Q2 2026. The investment firm managed a substantial portfolio valued at approximately $921 million as of June 30th.
New Position Creation
Revolve Wealth Partners demonstrated active investing by establishing new positions this quarter, adding several Dimensional ETF Trust holdings:
- DFAU (Dimensional Fund Advisors Equity ETF), contributing $6.3 million or 0.66% to the portfolio.
- DFAI (Dimensional Fund Advisors International Equity ETF), adding $2.4 million or 0.25% to the portfolio.
- DFAC (Dimensional Fund Advisors Small Cap Value ETF), investing $1.5 million or 0.16%.
Additionally, the firm significantly increased its allocation to Vanguard Index Funds by adding VUG (Vanguard Utilities ETF), which now represents 0.8% of the portfolio.
Increased Holdings
The investor also boosted its positions in several existing holdings:
- HYMB: The SPDR MFE Core Plus Horizon Bond ETF allocation increased by $47 million, growing from 3.01% to a slightly higher percentage.
- IVAL: Vanguard Inflation Protected Securities ETF shares increased by $26,804, maintaining its allocation percentage.
- SCHF: Schwab Strategic Allocation Fund (R1) saw an increase of $26,022 in shares.
- IQDG: WisdomTree Intermediate Term Treasury ETF allocation increased by $21,311 shares.
New ETF Acquisitions and Other Changes
Beyond the Dimensional Fund Advisors additions, Revolve Wealth Partners also incorporated other Exchange Traded Funds:
- AVUS (American Century Utilities ETF), investing $4.3 million or 0.46%.
- VO (Vanguard Total Stock Market ETF), adding $0.3 million or 0.09%.
Conversely, the firm exited its position in COLB (Columbia Bank & Trust Inc.) and UBER. The exit of COLB is noted within the changed_holdings data, while UBER was not included but appears in significant_sell_symbols.
The portfolio's sector allocation remains dominated by Unknown holdings at 76.18%, followed closely by Technology (8.91%) and Financial Services (3.23%).