# Revolve Wealth Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1808992. Source: https://holderbook.com/funds/1808992-revolve-wealth-partners-llc/

- Reported value: $965.2M
- Positions: 350
- Weight of the ten largest: 43.7%
- Filed: 2026-07-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $133.9M | 361,842 | 13.9% | 19 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $51.4M | 532,594 | 5.3% | 19 |
| EA SERIES TRUST | [IVAL](https://holderbook.com/stocks/IVAL/) | $43.2M | 1,268,919 | 4.5% | 19 |
| EA SERIES TRUST | [QMOM](https://holderbook.com/stocks/QMOM/) | $32.4M | 411,612 | 3.4% | 15 |
| EA SERIES TRUST | [ITAN](https://holderbook.com/stocks/ITAN/) | $31.3M | 747,367 | 3.2% | 15 |
| SCHWAB STRATEGIC TR | [SCHF](https://holderbook.com/stocks/SCHF/) | $29.8M | 1,076,142 | 3.1% | 19 |
| CAMBRIA ETF TR | [SYLD](https://holderbook.com/stocks/SYLD/) | $29.6M | 374,169 | 3.1% | 15 |
| SPDR SERIES TRUST | [HYMB](https://holderbook.com/stocks/HYMB/) | $28.9M | 1,137,661 | 3.0% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $20.7M | 71,400 | 2.1% | 19 |
| SPDR SERIES TRUST | [TFI](https://holderbook.com/stocks/TFI/) | $20.6M | 449,303 | 2.1% | 19 |
| WISDOMTREE TR | [IQDG](https://holderbook.com/stocks/IQDG/) | $19.6M | 454,107 | 2.0% | 17 |
| WISDOMTREE TR | [DLN](https://holderbook.com/stocks/DLN/) | $19.1M | 198,080 | 2.0% | 19 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $18.7M | 442,818 | 1.9% | 6 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $17.5M | 756,987 | 1.8% | 19 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $16.2M | 130,028 | 1.7% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $15.9M | 78,131 | 1.7% | 19 |
| VANECK ETF TRUST | [HYD](https://holderbook.com/stocks/HYD/) | $15.4M | 299,809 | 1.6% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $15.4M | 20,525 | 1.6% | 19 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $14.3M | 421,950 | 1.5% | 19 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $13.2M | 123,079 | 1.4% | 19 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $12.1M | 412,375 | 1.3% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $10.3M | 26,190 | 1.1% | 19 |
| RBB FD INC | [TBIL](https://holderbook.com/stocks/TBIL/) | $9.7M | 194,142 | 1.0% | 11 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $9.3M | 130,065 | 1.0% | 19 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $7.7M | 89,754 | 0.8% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $6.8M | 7,148 | 0.7% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.7M | 18,709 | 0.7% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.6M | 27,651 | 0.7% | 19 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $6.3M | 122,778 | 0.7% | 1 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $6.3M | 50,284 | 0.6% | 19 |
| INVESCO EXCH TRADED FD TR II | [IFLN](https://holderbook.com/stocks/IFLN/) | $5.9M | 320,350 | 0.6% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.8M | 10,259 | 0.6% | 19 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $5.4M | 4,685 | 0.6% | 19 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $5.4M | 105,003 | 0.6% | 3 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $5.1M | 59,570 | 0.5% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $5.1M | 13,415 | 0.5% | 15 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $4.8M | 8,193 | 0.5% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.7M | 13,423 | 0.5% | 19 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $4.7M | 12,937 | 0.5% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $4.4M | 13,585 | 0.5% | 19 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $4.4M | 34,245 | 0.5% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $4.4M | 11,556 | 0.5% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.7M | 4,254 | 0.4% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $3.6M | 5,194 | 0.4% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $3.6M | 7,113 | 0.4% | 19 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $3.5M | 94,251 | 0.4% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $3.2M | 39,478 | 0.3% | 19 |
| SCHWAB STRATEGIC TR | [SCHA](https://holderbook.com/stocks/SCHA/) | $3.2M | 87,893 | 0.3% | 19 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.1M | 12,023 | 0.3% | 19 |
| EA SERIES TRUST | [BOXX](https://holderbook.com/stocks/BOXX/) | $3.1M | 26,053 | 0.3% | 3 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $3.0M | 94,514 | 0.3% | 19 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.9M | 9,701 | 0.3% | 19 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $2.9M | 37,314 | 0.3% | 19 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $2.8M | 229,678 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFSI](https://holderbook.com/stocks/DFSI/) | $2.8M | 61,850 | 0.3% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.7M | 6,324 | 0.3% | 19 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $2.6M | 17,635 | 0.3% | 19 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $2.6M | 26,994 | 0.3% | 19 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $2.6M | 3,649 | 0.3% | 19 |
| EA SERIES TRUST | [AAUA](https://holderbook.com/stocks/AAUA/) | $2.5M | 44,451 | 0.3% | 1 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $2.5M | 21,333 | 0.3% | 19 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $2.4M | 17,168 | 0.3% | 17 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $2.4M | 7,945 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $2.4M | 58,048 | 0.2% | 1 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $2.2M | 3,603 | 0.2% | 19 |
| NUSHARES ETF TR | [NULV](https://holderbook.com/stocks/NULV/) | $2.2M | 44,588 | 0.2% | 11 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $2.2M | 18,383 | 0.2% | 15 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.1M | 1,757 | 0.2% | 18 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $2.0M | 7,998 | 0.2% | 19 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $2.0M | 16,029 | 0.2% | 19 |
| EA SERIES TRUST | [AAEQ](https://holderbook.com/stocks/AAEQ/) | $2.0M | 37,219 | 0.2% | 3 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.0M | 25,391 | 0.2% | 19 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $2.0M | 2,706 | 0.2% | 5 |
| TOLL BROTHERS INC | [TOL](https://holderbook.com/stocks/TOL/) | $1.9M | 11,828 | 0.2% | 4 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $1.9M | 7,953 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $1.9M | 48,571 | 0.2% | 13 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $1.8M | 19,211 | 0.2% | 16 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.7M | 3,345 | 0.2% | 19 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.7M | 12,544 | 0.2% | 19 |
| NUSHARES ETF TR | [NUSC](https://holderbook.com/stocks/NUSC/) | $1.7M | 32,305 | 0.2% | 14 |
| AMERICAN CENTY ETF TR | [AVSD](https://holderbook.com/stocks/AVSD/) | $1.6M | 20,146 | 0.2% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.6M | 13,701 | 0.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.5M | 34,320 | 0.2% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.5M | 1,505 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.5M | 7,635 | 0.2% | 19 |
| ISHARES TR | [DMXF](https://holderbook.com/stocks/DMXF/) | $1.5M | 17,654 | 0.2% | 11 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $1.5M | 6,826 | 0.2% | 1 |
| EA SERIES TRUST | [AAUS](https://holderbook.com/stocks/AAUS/) | $1.4M | 23,350 | 0.1% | 4 |
| DELTA AIR LINES INC | [DAL](https://holderbook.com/stocks/DAL/) | $1.4M | 14,721 | 0.1% | 1 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.3M | 7,075 | 0.1% | 10 |
| NUSHARES ETF TR | [NUMV](https://holderbook.com/stocks/NUMV/) | $1.3M | 28,990 | 0.1% | 16 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $1.2M | 8,790 | 0.1% | 4 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.2M | 3,270 | 0.1% | 11 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.2M | 7,278 | 0.1% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.2M | 1,272 | 0.1% | 16 |
| NUSHARES ETF TR | [NUMG](https://holderbook.com/stocks/NUMG/) | $1.2M | 25,072 | 0.1% | 19 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $1.2M | 20,440 | 0.1% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.2M | 3,270 | 0.1% | 19 |
| TD SYNNEX CORPORATION | [SNX](https://holderbook.com/stocks/SNX/) | $1.1M | 4,217 | 0.1% | 1 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $1.1M | 8,616 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.3% | 100% |
| Q1 2026 | -1.7% | -4.6% | +2.9% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.2% | 100% |
| Q3 2025 | +6.0% | +7.8% | -1.9% | 99% |
| Q2 2025 | +7.9% | +10.5% | -2.6% | 100% |
| Q1 2025 | -2.2% | -4.6% | +2.4% | 98% |
| Q4 2024 | -1.2% | +2.1% | -3.4% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $965.2M | 350 |
| Q1 2026 | $769.9M | 229 |
| Q4 2025 | $850.7M | 228 |
| Q3 2025 | $833.5M | 232 |
| Q2 2025 | $769.6M | 226 |
| Q1 2025 | $691.4M | 225 |
| Q4 2024 | $691.8M | 219 |
| Q3 2024 | $656.5M | 191 |
| Q2 2024 | $608.4M | 176 |
| Q1 2024 | $587.2M | 181 |
| Q4 2023 | $518.7M | 159 |
| Q3 2023 | $434.4M | 145 |