Filed: 4/13/2026ACC: 0002085853-26-000357
๐ What this filing means
REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 229 equity positions with a total reported market value of $769.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
229
Positions
$769.86M
Total AUM (reported)
12.31M
Total Shares
Allocation by class
TOTAL STK MKT$114.16M14.8%
COM$110.03M14.3%
STATE STREET SPD$47.56M6.2%
CORE MSCI EAFE$47.30M6.1%
INTL QUAN VALUE$42.18M5.5%
US QUAN MOMENTUM$27.70M3.6%
SHSHLD YIELD ETF$27.46M3.6%
Portfolio Concentration
Top 3$203.65M26.5%
4โ10$172.66M22.4%
11โ25$187.86M24.4%
Rest$205.69M26.7%
Top 3 weight
26.5%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 12.31M
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
12.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole229
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings229
Rows:
VANGUARD INDEX FDS
SOLEShares355.86K
TypeSH
Market value$114.16M
14.83%
Sole
0.00
Shared
0.00
None
355.86K
ISHARES TR
SOLEShares522.49K
TypeSH
Market value$47.30M
6.14%
Sole
0.00
Shared
0.00
None
522.49K
EA SERIES TRUST
SOLEShares1.24M
TypeSH
Market value$42.18M
5.48%
Sole
0.00
Shared
0.00
None
1.24M
EA SERIES TRUST
SOLEShares405.53K
TypeSH
Market value$27.70M
3.60%
Sole
0.00
Shared
0.00
None
405.53K
CAMBRIA ETF TR
SOLEShares364.18K
TypeSH
Market value$27.46M
3.57%
Sole
0.00
Shared
0.00
None
364.18K
SPDR SERIES TRUST
SOLEShares1.09M
TypeSH
Market value$27.01M
3.51%
Sole
0.00
Shared
0.00
None
1.09M
EA SERIES TRUST
SOLEShares731.86K
TypeSH
Market value$26.24M
3.41%
Sole
0.00
Shared
0.00
None
731.86K
SCHWAB STRATEGIC TR
SOLEShares1.05M
TypeSH
Market value$25.99M
3.38%
Sole
0.00
Shared
0.00
None
1.05M
SPDR SERIES TRUST
SOLEShares440K
TypeSH
Market value$19.95M
2.59%
Sole
0.00
Shared
0.00
None
440K
DIMENSIONAL ETF TRUST
SOLEShares433.57K
TypeSH
Market value$18.31M
2.38%
Sole
0.00
Shared
0.00
None
433.57K
WISDOMTREE TR
SOLEShares197.29K
TypeSH
Market value$17.62M
2.29%
Sole
0.00
Shared
0.00
None
197.29K
WISDOMTREE TR
SOLEShares432.80K
TypeSH
Market value$17.37M
2.26%
Sole
0.00
Shared
0.00
None
432.80K
APPLE INC
SOLEShares67.93K
TypeSH
Market value$17.24M
2.24%
Sole
0.00
Shared
0.00
None
67.93K
SCHWAB STRATEGIC TR
SOLEShares739.54K
TypeSH
Market value$17.17M
2.23%
Sole
0.00
Shared
0.00
None
739.54K
VANECK ETF TRUST
SOLEShares295.30K
TypeSH
Market value$14.81M
1.92%
Sole
0.00
Shared
0.00
None
295.30K
AMERICAN CENTY ETF TR
SOLEShares125.79K
TypeSH
Market value$13.90M
1.81%
Sole
0.00
Shared
0.00
None
125.79K
NVIDIA CORPORATION
SOLEShares71.61K
TypeSH
Market value$12.49M
1.62%
Sole
0.00
Shared
0.00
None
71.61K
SCHWAB STRATEGIC TR
SOLEShares422.62K
TypeSH
Market value$12.31M
1.60%
Sole
0.00
Shared
0.00
None
422.62K
ISHARES TR
SOLEShares112.77K
TypeSH
Market value$11.97M
1.55%
Sole
0.00
Shared
0.00
None
112.77K
ISHARES TR
SOLEShares17.96K
TypeSH
Market value$11.73M
1.52%
Sole
0.00
Shared
0.00
None
17.96K
SCHWAB STRATEGIC TR
SOLEShares413.63K
TypeSH
Market value$10.61M
1.38%
Sole
0.00
Shared
0.00
None
413.63K
MICROSOFT CORP
SOLEShares25.11K
TypeSH
Market value$9.29M
1.21%
Sole
0.00
Shared
0.00
None
25.11K
VANGUARD TAX-MANAGED FDS
SOLEShares128.65K
TypeSH
Market value$8.24M
1.07%
Sole
0.00
Shared
0.00
None
128.65K
RBB FD INC
SOLEShares131.87K
TypeSH
Market value$6.58M
0.85%
Sole
0.00
Shared
0.00
None
131.87K
VANGUARD INDEX FDS
SOLEShares14.95K
TypeSH
Market value$6.53M
0.85%
Sole
0.00
Shared
0.00
None
14.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 355.86K | SH | $114.16M 14.83% | 0.00 | 0.00 | 355.86K |
ISHARES TRSOLE | CORE MSCI EAFE | 522.49K | SH | $47.30M 6.14% | 0.00 | 0.00 | 522.49K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 1.24M | SH | $42.18M 5.48% | 0.00 | 0.00 | 1.24M |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 405.53K | SH | $27.70M 3.60% | 0.00 | 0.00 | 405.53K |
CAMBRIA ETF TRSOLE | SHSHLD YIELD ETF | 364.18K | SH | $27.46M 3.57% | 0.00 | 0.00 | 364.18K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 1.09M | SH | $27.01M 3.51% | 0.00 | 0.00 | 1.09M |
EA SERIES TRUSTSOLE | SPARKLINE INTANG | 731.86K | SH | $26.24M 3.41% | 0.00 | 0.00 | 731.86K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.05M | SH | $25.99M 3.38% | 0.00 | 0.00 | 1.05M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 440K | SH | $19.95M 2.59% | 0.00 | 0.00 | 440K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 433.57K | SH | $18.31M 2.38% | 0.00 | 0.00 | 433.57K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 197.29K | SH | $17.62M 2.29% | 0.00 | 0.00 | 197.29K |
WISDOMTREE TRSOLE | INTL QULTY DIV | 432.80K | SH | $17.37M 2.26% | 0.00 | 0.00 | 432.80K |
APPLE INCSOLE | COM | 67.93K | SH | $17.24M 2.24% | 0.00 | 0.00 | 67.93K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 739.54K | SH | $17.17M 2.23% | 0.00 | 0.00 | 739.54K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 295.30K | SH | $14.81M 1.92% | 0.00 | 0.00 | 295.30K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 125.79K | SH | $13.90M 1.81% | 0.00 | 0.00 | 125.79K |
NVIDIA CORPORATIONSOLE | COM | 71.61K | SH | $12.49M 1.62% | 0.00 | 0.00 | 71.61K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 422.62K | SH | $12.31M 1.60% | 0.00 | 0.00 | 422.62K |
ISHARES TRSOLE | NATIONAL MUN ETF | 112.77K | SH | $11.97M 1.55% | 0.00 | 0.00 | 112.77K |
ISHARES TRSOLE | CORE S&P500 ETF | 17.96K | SH | $11.73M 1.52% | 0.00 | 0.00 | 17.96K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 413.63K | SH | $10.61M 1.38% | 0.00 | 0.00 | 413.63K |
MICROSOFT CORPSOLE | COM | 25.11K | SH | $9.29M 1.21% | 0.00 | 0.00 | 25.11K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 128.65K | SH | $8.24M 1.07% | 0.00 | 0.00 | 128.65K |
RBB FD INCSOLE | F/M US TREASURY | 131.87K | SH | $6.58M 0.85% | 0.00 | 0.00 | 131.87K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 14.95K | SH | $6.53M 0.85% | 0.00 | 0.00 | 14.95K |
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