Filed: 1/20/2026ACC: 0002085853-26-000053
๐ What this filing means
REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 228 equity positions with a total reported market value of $850.69M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$850.69M
Total AUM (reported)
13.29M
Total Shares
Allocation by class
TOTAL STK MKT$129.52M15.2%
COM$122.42M14.4%
CORE MSCI EAFE$52.18M6.1%
STATE STREET SPD$47.32M5.6%
INTL QUAN VALUE$43.71M5.1%
SPARKLINE INTANG$29.36M3.5%
US QUAN MOMENTUM$27.96M3.3%
Portfolio Concentration
Top 3$225.42M26.5%
4โ10$180.36M21.2%
11โ25$219.90M25.8%
Rest$225.01M26.5%
Top 3 weight
26.5%
Top 10 weight
47.7%
Voting Authority Distribution
Total shares with voting rights: 13.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole228
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings228
Rows:
VANGUARD INDEX FDS
SOLEShares386.33K
TypeSH
Market value$129.52M
15.23%
Sole
0.00
Shared
0.00
None
386.33K
ISHARES TR
SOLEShares583.28K
TypeSH
Market value$52.18M
6.13%
Sole
0.00
Shared
0.00
None
583.28K
EA SERIES TRUST
SOLEShares1.39M
TypeSH
Market value$43.71M
5.14%
Sole
0.00
Shared
0.00
None
1.39M
EA SERIES TRUST
SOLEShares792.78K
TypeSH
Market value$29.36M
3.45%
Sole
0.00
Shared
0.00
None
792.78K
EA SERIES TRUST
SOLEShares428.27K
TypeSH
Market value$27.96M
3.29%
Sole
0.00
Shared
0.00
None
428.27K
CAMBRIA ETF TR
SOLEShares386.99K
TypeSH
Market value$26.90M
3.16%
Sole
0.00
Shared
0.00
None
386.99K
SPDR SERIES TRUST
SOLEShares1.06M
TypeSH
Market value$26.50M
3.12%
Sole
0.00
Shared
0.00
None
1.06M
SCHWAB STRATEGIC TR
SOLEShares1.05M
TypeSH
Market value$25.21M
2.96%
Sole
0.00
Shared
0.00
None
1.05M
RBB FD INC
SOLEShares485.57K
TypeSH
Market value$24.22M
2.85%
Sole
0.00
Shared
0.00
None
485.57K
SPDR SERIES TRUST
SOLEShares441.93K
TypeSH
Market value$20.20M
2.37%
Sole
0.00
Shared
0.00
None
441.93K
WISDOMTREE TR
SOLEShares466.98K
TypeSH
Market value$19.37M
2.28%
Sole
0.00
Shared
0.00
None
466.98K
APPLE INC
SOLEShares70.87K
TypeSH
Market value$19.27M
2.26%
Sole
0.00
Shared
0.00
None
70.87K
WISDOMTREE TR
SOLEShares212.26K
TypeSH
Market value$18.70M
2.20%
Sole
0.00
Shared
0.00
None
212.26K
SCHWAB STRATEGIC TR
SOLEShares789.60K
TypeSH
Market value$18.45M
2.17%
Sole
0.00
Shared
0.00
None
789.60K
DIMENSIONAL ETF TRUST
SOLEShares425.30K
TypeSH
Market value$18.10M
2.13%
Sole
0.00
Shared
0.00
None
425.30K
ISHARES TR
SOLEShares148.75K
TypeSH
Market value$15.93M
1.87%
Sole
0.00
Shared
0.00
None
148.75K
VANECK ETF TRUST
SOLEShares301.24K
TypeSH
Market value$15.40M
1.81%
Sole
0.00
Shared
0.00
None
301.24K
SCHWAB STRATEGIC TR
SOLEShares451.94K
TypeSH
Market value$14.74M
1.73%
Sole
0.00
Shared
0.00
None
451.94K
AMERICAN CENTY ETF TR
SOLEShares134.34K
TypeSH
Market value$13.70M
1.61%
Sole
0.00
Shared
0.00
None
134.34K
NVIDIA CORPORATION
SOLEShares71.44K
TypeSH
Market value$13.32M
1.57%
Sole
0.00
Shared
0.00
None
71.44K
MICROSOFT CORP
SOLEShares26.96K
TypeSH
Market value$13.04M
1.53%
Sole
0.00
Shared
0.00
None
26.96K
ISHARES TR
SOLEShares17.54K
TypeSH
Market value$12.02M
1.41%
Sole
0.00
Shared
0.00
None
17.54K
SCHWAB STRATEGIC TR
SOLEShares430.74K
TypeSH
Market value$11.59M
1.36%
Sole
0.00
Shared
0.00
None
430.74K
VANGUARD TAX-MANAGED FDS
SOLEShares139.22K
TypeSH
Market value$8.70M
1.02%
Sole
0.00
Shared
0.00
None
139.22K
VANGUARD INDEX FDS
SOLEShares15.51K
TypeSH
Market value$7.57M
0.89%
Sole
0.00
Shared
0.00
None
15.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 386.33K | SH | $129.52M 15.23% | 0.00 | 0.00 | 386.33K |
ISHARES TRSOLE | CORE MSCI EAFE | 583.28K | SH | $52.18M 6.13% | 0.00 | 0.00 | 583.28K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 1.39M | SH | $43.71M 5.14% | 0.00 | 0.00 | 1.39M |
EA SERIES TRUSTSOLE | SPARKLINE INTANG | 792.78K | SH | $29.36M 3.45% | 0.00 | 0.00 | 792.78K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 428.27K | SH | $27.96M 3.29% | 0.00 | 0.00 | 428.27K |
CAMBRIA ETF TRSOLE | SHSHLD YIELD ETF | 386.99K | SH | $26.90M 3.16% | 0.00 | 0.00 | 386.99K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.06M | SH | $26.50M 3.12% | 0.00 | 0.00 | 1.06M |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.05M | SH | $25.21M 2.96% | 0.00 | 0.00 | 1.05M |
RBB FD INCSOLE | US TREAS 3 MNTH | 485.57K | SH | $24.22M 2.85% | 0.00 | 0.00 | 485.57K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 441.93K | SH | $20.20M 2.37% | 0.00 | 0.00 | 441.93K |
WISDOMTREE TRSOLE | INTL QULTY DIV | 466.98K | SH | $19.37M 2.28% | 0.00 | 0.00 | 466.98K |
APPLE INCSOLE | COM | 70.87K | SH | $19.27M 2.26% | 0.00 | 0.00 | 70.87K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 212.26K | SH | $18.70M 2.20% | 0.00 | 0.00 | 212.26K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 789.60K | SH | $18.45M 2.17% | 0.00 | 0.00 | 789.60K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 425.30K | SH | $18.10M 2.13% | 0.00 | 0.00 | 425.30K |
ISHARES TRSOLE | NATIONAL MUN ETF | 148.75K | SH | $15.93M 1.87% | 0.00 | 0.00 | 148.75K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 301.24K | SH | $15.40M 1.81% | 0.00 | 0.00 | 301.24K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 451.94K | SH | $14.74M 1.73% | 0.00 | 0.00 | 451.94K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 134.34K | SH | $13.70M 1.61% | 0.00 | 0.00 | 134.34K |
NVIDIA CORPORATIONSOLE | COM | 71.44K | SH | $13.32M 1.57% | 0.00 | 0.00 | 71.44K |
MICROSOFT CORPSOLE | COM | 26.96K | SH | $13.04M 1.53% | 0.00 | 0.00 | 26.96K |
ISHARES TRSOLE | CORE S&P500 ETF | 17.54K | SH | $12.02M 1.41% | 0.00 | 0.00 | 17.54K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 430.74K | SH | $11.59M 1.36% | 0.00 | 0.00 | 430.74K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 139.22K | SH | $8.70M 1.02% | 0.00 | 0.00 | 139.22K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.51K | SH | $7.57M 0.89% | 0.00 | 0.00 | 15.51K |
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