Revolve Wealth Partners, LLC

CIK 0001808992 · HACKENSACK, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Revolve Wealth Partners, LLC reported 356 positions worth $965.2M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: VTI (13.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$965.2M
2026 Q2
Positions
356
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.7%
Est. Net Flow (Q)
2026 Q2
10 / 356 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD INDEX FDSSH$133.9M13.87%361,842
2IEFAISHARES TRSH$51.4M5.33%532,594
3IVALEA SERIES TRUSTSH$43.2M4.48%1,268,919
4QMOMEA SERIES TRUSTSH$32.4M3.36%411,612
5ITANEA SERIES TRUSTSH$31.3M3.24%747,367
6SCHFSCHWAB STRATEGIC TRSH$29.8M3.09%1,076,142
7SYLDCAMBRIA ETF TRSH$29.6M3.07%374,169
8HYMBSPDR SERIES TRUSTSH$28.9M3.00%1,137,661
9AAPLAPPLE INCSH$20.7M2.14%71,400
10TFISPDR SERIES TRUSTSH$20.6M2.13%449,303

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Revolve Wealth Partners, LLC hold as of Q2 2026?

Revolve Wealth Partners, LLC reported 356 positions worth $965.2M in its Q2 2026 13F filing. Largest positions: VTI (13.9%), IEFA (5.3%), IVAL (4.5%), QMOM (3.4%) and ITAN (3.2%).

What did Revolve Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Revolve Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.