Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $134M | 13.9% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $51.4M | 5.3% |
| EA Series TrustINTL QUAN VALUE | INTL QUAN VALUE | $43.2M | 4.5% |
| EA Series TrustUS QUAN MOMENTUM | US QUAN MOMENTUM | $32.4M | 3.4% |
| EA Series TrustSPAR INT VAL ETF | SPAR INT VAL ETF | $31.3M | 3.2% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $29.8M | 3.1% |
| Cambria ETF TRSHSHLD YIELD ETF | SHSHLD YIELD ETF | $29.6M | 3.1% |
| SPDR Series TrustST NUVE HIGH ETF | ST NUVE HIGH ETF | $28.9M | 3.0% |
| Apple Inc.COM | COM | $20.7M | 2.1% |
| SPDR Series TrustST STR NUVEE ETF | ST STR NUVEE ETF | $20.6M | 2.1% |
| Wisdomtree TRINTL QULTY DIV | INTL QULTY DIV | $19.6M | 2.0% |
| Wisdomtree TRUS LARGECAP DIVD | US LARGECAP DIVD | $19.1M | 2.0% |
| Dimensional ETF TrustCORE FIXE IN ETF | CORE FIXE IN ETF | $18.7M | 1.9% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $17.5M | 1.8% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $16.2M | 1.7% |
| Nvidia CorporationCOM | COM | $15.6M | 1.6% |
| Vaneck ETF TrustHIGH YLD MUNIETF | HIGH YLD MUNIETF | $15.4M | 1.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $15.4M | 1.6% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $14.3M | 1.5% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $13.2M | 1.4% |
| Schwab Strategic TRUS LRG CAP ETF | US LRG CAP ETF | $12.1M | 1.3% |
| Microsoft Corp.COM | COM | $9.77M | 1.0% |
| Rbb FD Inc.F/M US TREASURY | F/M US TREASURY | $9.68M | 1.0% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $9.27M | 1.0% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $7.73M | 0.8% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $6.69M | 0.7% |
| Amazon Com Inc.COM | COM | $6.59M | 0.7% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $6.35M | 0.7% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $6.26M | 0.6% |
| Invesco Exch Traded FD TR IIBLOO EN ANGE ETF | BLOO EN ANGE ETF | $5.86M | 0.6% |
| Meta Platforms Inc.CL A | CL A | $5.78M | 0.6% |
| Micron Technology Inc.COM | COM | $5.41M | 0.6% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $5.36M | 0.6% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $5.34M | 0.6% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $5.09M | 0.5% |
| Broadcom Inc.COM | COM | $5.07M | 0.5% |
| Advanced Micro Devices Inc.COM | COM | $4.76M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $4.74M | 0.5% |
| Amgen Inc.COM | COM | $4.68M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $4.45M | 0.5% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $4.39M | 0.5% |
| Visa Inc.COM CL A | COM CL A | $3.96M | 0.4% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $3.57M | 0.4% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $3.56M | 0.4% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $3.48M | 0.4% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $3.18M | 0.3% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $3.18M | 0.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.13M | 0.3% |
| Johnson & JohnsonCOM | COM | $3.05M | 0.3% |
| EA Series TrustALPHA ARCH 1-3 | ALPHA ARCH 1-3 | $3.05M | 0.3% |
Vanguard Index FdsTOTAL STK MKT$134M
- Class
- TOTAL STK MKT
- Share
- 13.9%
iShares TRCORE MSCI EAFE$51.4M
- Class
- CORE MSCI EAFE
- Share
- 5.3%
EA Series TrustINTL QUAN VALUE$43.2M
- Class
- INTL QUAN VALUE
- Share
- 4.5%
EA Series TrustUS QUAN MOMENTUM$32.4M
- Class
- US QUAN MOMENTUM
- Share
- 3.4%
EA Series TrustSPAR INT VAL ETF$31.3M
- Class
- SPAR INT VAL ETF
- Share
- 3.2%
Schwab Strategic TRINTL EQTY ETF$29.8M
- Class
- INTL EQTY ETF
- Share
- 3.1%
Cambria ETF TRSHSHLD YIELD ETF$29.6M
- Class
- SHSHLD YIELD ETF
- Share
- 3.1%
SPDR Series TrustST NUVE HIGH ETF$28.9M
- Class
- ST NUVE HIGH ETF
- Share
- 3.0%
Apple Inc.COM$20.7M
- Class
- COM
- Share
- 2.1%
SPDR Series TrustST STR NUVEE ETF$20.6M
- Class
- ST STR NUVEE ETF
- Share
- 2.1%
Wisdomtree TRINTL QULTY DIV$19.6M
- Class
- INTL QULTY DIV
- Share
- 2.0%
Wisdomtree TRUS LARGECAP DIVD$19.1M
- Class
- US LARGECAP DIVD
- Share
- 2.0%
Dimensional ETF TrustCORE FIXE IN ETF$18.7M
- Class
- CORE FIXE IN ETF
- Share
- 1.9%
Schwab Strategic TRUS AGGREGATE B$17.5M
- Class
- US AGGREGATE B
- Share
- 1.8%
American Centy ETF TRUS SML CP VALU$16.2M
- Class
- US SML CP VALU
- Share
- 1.7%
Nvidia CorporationCOM$15.6M
- Class
- COM
- Share
- 1.6%
Vaneck ETF TrustHIGH YLD MUNIETF$15.4M
- Class
- HIGH YLD MUNIETF
- Share
- 1.6%
iShares TRCORE S&P500 ETF$15.4M
- Class
- CORE S&P500 ETF
- Share
- 1.6%
Schwab Strategic TRUS LCAP GR ETF$14.3M
- Class
- US LCAP GR ETF
- Share
- 1.5%
iShares TRNATIONAL MUN ETF$13.2M
- Class
- NATIONAL MUN ETF
- Share
- 1.4%
Schwab Strategic TRUS LRG CAP ETF$12.1M
- Class
- US LRG CAP ETF
- Share
- 1.3%
Microsoft Corp.COM$9.77M
- Class
- COM
- Share
- 1.0%
Rbb FD Inc.F/M US TREASURY$9.68M
- Class
- F/M US TREASURY
- Share
- 1.0%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$9.27M
- Class
- VAN FTSE DEV MKT
- Share
- 1.0%
Vanguard Index FdsGROWTH ETF$7.73M
- Class
- GROWTH ETF
- Share
- 0.8%
Alphabet Inc.CAP STK CL A$6.69M
- Class
- CAP STK CL A
- Share
- 0.7%
Amazon Com Inc.COM$6.59M
- Class
- COM
- Share
- 0.7%
Dimensional ETF TrustUS CORE EQT MKT$6.35M
- Class
- US CORE EQT MKT
- Share
- 0.7%
iShares TREAFE GRWTH ETF$6.26M
- Class
- EAFE GRWTH ETF
- Share
- 0.6%
Invesco Exch Traded FD TR IIBLOO EN ANGE ETF$5.86M
- Class
- BLOO EN ANGE ETF
- Share
- 0.6%
Meta Platforms Inc.CL A$5.78M
- Class
- CL A
- Share
- 0.6%
Micron Technology Inc.COM$5.41M
- Class
- COM
- Share
- 0.6%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$5.36M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.6%
State Str SPDR S&P 500 ETF TTR UNIT$5.34M
- Class
- TR UNIT
- Share
- 0.6%
Vanguard Star FdsVG TL INTL STK F$5.09M
- Class
- VG TL INTL STK F
- Share
- 0.5%
Broadcom Inc.COM$5.07M
- Class
- COM
- Share
- 0.5%
Advanced Micro Devices Inc.COM$4.76M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$4.74M
- Class
- CAP STK CL C
- Share
- 0.5%
Amgen Inc.COM$4.68M
- Class
- COM
- Share
- 0.5%
JPMORGAN Chase & COCOM$4.45M
- Class
- COM
- Share
- 0.5%
American Centy ETF TRUS EQT ETF$4.39M
- Class
- US EQT ETF
- Share
- 0.5%
Visa Inc.COM CL A$3.96M
- Class
- COM CL A
- Share
- 0.4%
Vanguard Index FdsS&P 500 ETF SHS$3.57M
- Class
- S&P 500 ETF SHS
- Share
- 0.4%
Berkshire Hathaway Inc. DelCL B NEW$3.56M
- Class
- CL B NEW
- Share
- 0.4%
Schwab Strategic TRUS MID-CAP ETF$3.48M
- Class
- US MID-CAP ETF
- Share
- 0.4%
Vanguard Index FdsMID CAP ETF$3.18M
- Class
- MID CAP ETF
- Share
- 0.3%
Schwab Strategic TRUS SML CAP ETF$3.18M
- Class
- US SML CAP ETF
- Share
- 0.3%
Invesco Qqq TRUNIT SER 1$3.13M
- Class
- UNIT SER 1
- Share
- 0.3%
Johnson & JohnsonCOM$3.05M
- Class
- COM
- Share
- 0.3%
EA Series TrustALPHA ARCH 1-3$3.05M
- Class
- ALPHA ARCH 1-3
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 356 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1808992
- File number
- 028-21599
- Options
- 2 call, 4 put
- In the 25 largest
- 65.8%
- Prior quarter
- $770M at 31 March 2026
- Positions opened
- 133
- Positions closed
- 7
Common questions
What are Revolve Wealth Partners’ 13F holdings worth?
$965 million across 356 positions for the quarter ended 30 June 2026.
What is Revolve Wealth Partners’ largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $134 million, or 13.9% of reported 13F value, as of 30 June 2026.
How concentrated is Revolve Wealth Partners’ 13F portfolio?
The ten largest positions accounted for 43.7% of reported value and the twenty-five largest for 65.8%, across 356 positions as of 30 June 2026.
Does Form 13F show everything Revolve Wealth Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Revolve Wealth Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.