Q3 2026 13F · SEC CIK 1808992

Revolve Wealth Partners, LLC

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $954.7M
Reported positions: 315
Top holdings a year, 3 yrs: +13.9%
Assets under management: $1.4B

Revolve Wealth Partners, LLC is a wealth manager that reported 315 positions worth $954.7M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Vanguard Index Fds (VTI, 14.5%), Ishares Tr (IEFA, 5.5%), Ea Series Trust (IVAL, 5.0%). A portfolio copying its top holdings returned 13.9% a year over the last 3 years, against 20.4% for the S&P 500.

Revolve Wealth Partners, LLC holdings largest 50 of 315 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Revolve Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	14.5%	13.9%	369,780	+2.2%	$138.4M
IEFAIshares Tr	5.5%	5.4%	545,409	+2.4%	$52.8M
IVALEa Series Trust	5.0%	4.5%	1,317,677	+3.8%	$47.5M
ITANSparkline Intangible Value ETF	3.4%	3.3%	752,597	+0.7%	$32.8M
SCHFSchwab Strategic Tr	3.3%	3.1%	1,159,710	+7.8%	$31.9M
SYLDCambria ETF Tr	3.2%	3.1%	379,428	+1.4%	$30.6M
QMOMEa Series Trust	3.2%	3.4%	422,718	+2.7%	$30.5M
HYDVaneck ETF Trust	2.5%	1.6%	502,716	+67.7%	$24.1M
AAPLApple Inc	2.4%	2.1%	68,730	-3.7%	$22.9M
IQDGWisdomtree Tr	2.2%	2.0%	494,930	+9.0%	$21.1M
HYMBSpdr Series Trust	2.1%	3.0%	845,796	-25.7%	$19.9M
DLNWisdomtree Tr	2.0%	2.0%	198,715	+0.3%	$19.3M
MUBIshares Tr	2.0%	1.4%	187,229	+52.1%	$18.9M
NVDANvidia Corporation	2.0%	1.6%	82,311	+5.3%	$18.8M
SCHZSchwab Strategic Tr	1.9%	1.8%	834,951	+10.3%	$18.5M
DFCFDimensional ETF Trust	1.9%	1.9%	458,769	+3.6%	$18.4M
AVUVAmerican Centy ETF Tr	1.6%	1.7%	132,781	+2.1%	$15.6M
IVVIshares Tr	1.6%	1.6%	20,102	-2.1%	$15.4M
SCHGSchwab Strategic Tr	1.6%	1.5%	422,201	+0.1%	$15.2M
MSFTMicrosoft Corp	1.4%	1.0%	26,888	+2.7%	$13.8M
TFISpdr Series Trust	1.4%	2.1%	315,113	-29.9%	$13.5M
SCHXSchwab Strategic Tr	1.3%	1.3%	411,025	-0.3%	$12.3M
VEAVanguard Ftse Developed Markets Index Fu	1.0%	1.0%	131,171	+0.9%	$9.3M
VUGVanguard Index Fds	0.8%	0.8%	87,873	-2.1%	$7.9M
TBILRbb Fd Inc	0.8%	1.0%	148,615	-23.5%	$7.4M
AMZNAmazon Com Inc	0.8%	0.7%	28,799	+4.2%	$7.2M
JMSTJ P Morgan Exchange Traded F	0.7%	0.6%	135,648	+29.2%	$6.9M
METAMeta Platforms Inc	0.7%	0.6%	9,416	-8.2%	$6.8M
GOOGLAlphabet Inc	0.7%	0.7%	19,769	+5.7%	$6.8M
DFAUDimensional ETF Trust	0.7%	0.7%	122,778	+0.0%	$6.4M
PHBInvesco Exch Traded Fd Tr II	0.6%	0.6%	349,871	+9.2%	$6.1M
EFGIshares Tr	0.6%	0.7%	48,664	-3.2%	$5.8M
AMDAdvanced Micro Devices Inc	0.6%	0.5%	8,674	+5.9%	$5.3M
MUMicron Technology Inc	0.5%	0.6%	4,879	+4.1%	$5.2M
AMGNAmgen Inc	0.5%	0.5%	12,295	-5.0%	$5.2M
VXUSVanguard Star Fds	0.5%	0.5%	59,842	+0.5%	$5.1M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.6%	6,473	-9.4%	$4.9M
GOOGAlphabet Inc	0.5%	0.5%	13,509	+0.6%	$4.6M
AVGOBroadcom Inc	0.5%	0.5%	12,644	-5.7%	$4.4M
AVUSAvantis U.S. Equity ETF	0.5%	0.5%	34,245	+0.0%	$4.4M
JPMJpmorgan Chase & Co	0.4%	0.5%	12,444	-8.4%	$4.1M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	7,858	+10.5%	$3.9M
VVisa Inc	0.4%	0.4%	10,667	-7.7%	$3.8M
VOOVanguard Index Fds	0.4%	0.4%	5,202	+0.2%	$3.6M
SCHMSchwab Strategic Tr	0.3%	0.4%	91,991	-2.4%	$3.1M
SCHDSchwab Strategic Tr	0.3%	—	93,356	—	$3.0M
QQQInvesco Qqq Tr	0.3%	0.3%	4,074	-4.2%	$3.0M
JNJJohnson & Johnson	0.3%	0.3%	11,192	-6.9%	$3.0M
DFSIDimensional ETF Trust	0.3%	—	65,146	—	$2.9M
VOVanguard Index Fds	0.3%	0.3%	37,195	-5.8%	$2.9M

What Revolve Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.3% /yr; S&P 500 +20.1%
3 years: +13.9% /yr; S&P 500 +20.4%
5 years: +8.2% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$954.7M	315
Q2 2026	$961.1M	350
Q1 2026	$769.6M	229
Q4 2025	$850.7M	228
Q3 2025	$833.5M	232
Q2 2025	$765.7M	226
Q1 2025	$691.4M	225
Q4 2024	$680.9M	219
Q3 2024	$654.5M	191
Q2 2024	$606.5M	176
Q1 2024	$585.3M	181
Q4 2023	$516.4M	159

Questions about Revolve Wealth Partners, LLC's portfolio

What stocks does Revolve Wealth Partners, LLC own?

Revolve Wealth Partners, LLC's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 315 positions worth $954.7M. The largest are Vanguard Index Fds (VTI) at 14.5%, Ishares Tr (IEFA) at 5.5%, Ea Series Trust (IVAL) at 5.0%, Sparkline Intangible Value ETF (ITAN) at 3.4% and Schwab Strategic Tr (SCHF) at 3.3%.

What did Revolve Wealth Partners, LLC buy last quarter?

In Q3 2026, Revolve Wealth Partners, LLC added Vaneck ETF Trust (HYD) (+67.7% shares), Ishares Tr (MUB) (+52.1% shares) and J P Morgan Exchange Traded F (JMST) (+29.2% shares), compared with its Q2 2026 filing.

What did Revolve Wealth Partners, LLC sell last quarter?

In Q3 2026, Revolve Wealth Partners, LLC cut from its top 50 Schwab Strategic Tr (SCHA), cut from its top 50 Ea Series Trust (BOXX), Spdr Series Trust (TFI) (-29.9% shares), Spdr Series Trust (HYMB) (-25.7% shares) and Rbb Fd Inc (TBIL) (-23.5% shares), compared with its Q2 2026 filing.

How has Revolve Wealth Partners, LLC's portfolio performed?

A portfolio copying Revolve Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.3% against +20.1%. Over 5 years: +8.2% a year against +13.0%.

When is Revolve Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Revolve Wealth Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Revolve Wealth Partners, LLC manage?

Revolve Wealth Partners, LLC reported $1.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $954.7M.