Filed: 10/23/2026ACC: 0002085853-26-001283
๐ What this filing means
REVOLVE WEALTH PARTNERS, LLC filed this quarterly 13FโHR report disclosing 315 equity positions with a total reported market value of $958.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
315
Positions
$958.79M
Total AUM (reported)
13.67M
Total Shares
Allocation by class
COM$168.56M17.6%
MRNGSTR TTL STK$138.39M14.4%
CORE MSCI EAFE$52.84M5.5%
INTL QUAN VALUE$47.52M5.0%
SPAR INT VAL ETF$32.80M3.4%
INTL EQTY ETF$31.86M3.3%
SHSHLD YIELD ETF$30.58M3.2%
Portfolio Concentration
Top 3$238.74M24.9%
4โ10$193.81M20.2%
11โ25$224.72M23.4%
Rest$301.52M31.4%
Top 3 weight
24.9%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 13.66M
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
13.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole315
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings315
Rows:
VANGUARD INDEX FDS
SOLEShares369.78K
TypeSH
Market value$138.39M
14.43%
Sole
0.00
Shared
0.00
None
369.78K
ISHARES TR
SOLEShares545.41K
TypeSH
Market value$52.84M
5.51%
Sole
0.00
Shared
0.00
None
545.41K
EA SERIES TRUST
SOLEShares1.32M
TypeSH
Market value$47.52M
4.96%
Sole
0.00
Shared
0.00
None
1.32M
EA SERIES TRUST
SOLEShares752.60K
TypeSH
Market value$32.80M
3.42%
Sole
0.00
Shared
0.00
None
752.60K
SCHWAB STRATEGIC TR
SOLEShares1.16M
TypeSH
Market value$31.86M
3.32%
Sole
0.00
Shared
0.00
None
1.16M
CAMBRIA ETF TR
SOLEShares379.43K
TypeSH
Market value$30.58M
3.19%
Sole
0.00
Shared
0.00
None
379.43K
EA SERIES TRUST
SOLEShares422.72K
TypeSH
Market value$30.48M
3.18%
Sole
0.00
Shared
0.00
None
422.72K
VANECK ETF TRUST
SOLEShares502.72K
TypeSH
Market value$24.15M
2.52%
Sole
0.00
Shared
0.00
None
502.72K
APPLE INC
SOLEShares68.73K
TypeSH
Market value$22.89M
2.39%
Sole
0.00
Shared
0.00
None
68.73K
WISDOMTREE TR
SOLEShares494.93K
TypeSH
Market value$21.06M
2.20%
Sole
0.00
Shared
0.00
None
494.93K
SPDR SERIES TRUST
SOLEShares845.80K
TypeSH
Market value$19.85M
2.07%
Sole
0.00
Shared
0.00
None
845.80K
WISDOMTREE TR
SOLEShares198.72K
TypeSH
Market value$19.32M
2.01%
Sole
0.00
Shared
0.00
None
198.72K
ISHARES TR
SOLEShares187.23K
TypeSH
Market value$18.93M
1.97%
Sole
0.00
Shared
0.00
None
187.23K
NVIDIA CORPORATION
SOLEShares82.31K
TypeSH
Market value$18.80M
1.96%
Sole
0.00
Shared
0.00
None
82.31K
SCHWAB STRATEGIC TR
SOLEShares834.95K
TypeSH
Market value$18.45M
1.92%
Sole
0.00
Shared
0.00
None
834.95K
DIMENSIONAL ETF TRUST
SOLEShares458.77K
TypeSH
Market value$18.41M
1.92%
Sole
0.00
Shared
0.00
None
458.77K
AMERICAN CENTY ETF TR
SOLEShares132.78K
TypeSH
Market value$15.64M
1.63%
Sole
0.00
Shared
0.00
None
132.78K
ISHARES TR
SOLEShares20.10K
TypeSH
Market value$15.40M
1.61%
Sole
0.00
Shared
0.00
None
20.10K
SCHWAB STRATEGIC TR
SOLEShares422.20K
TypeSH
Market value$15.17M
1.58%
Sole
0.00
Shared
0.00
None
422.20K
MICROSOFT CORP
SOLEShares26.89K
TypeSH
Market value$13.79M
1.44%
Sole
0.00
Shared
0.00
None
26.89K
SPDR SERIES TRUST
SOLEShares315.11K
TypeSH
Market value$13.48M
1.41%
Sole
0.00
Shared
0.00
None
315.11K
SCHWAB STRATEGIC TR
SOLEShares411.02K
TypeSH
Market value$12.33M
1.29%
Sole
0.00
Shared
0.00
None
411.02K
VANGUARD TAX-MANAGED FDS
SOLEShares131.17K
TypeSH
Market value$9.26M
0.97%
Sole
0.00
Shared
0.00
None
131.17K
STATE STR SPDR S&P 500 ETF T
SOLEShares10.47K
TypeSH
Market value$7.99M
0.83%
Sole
0.00
Shared
0.00
None
6.47K
VANGUARD INDEX FDS
SOLEShares87.87K
TypeSH
Market value$7.92M
0.83%
Sole
0.00
Shared
0.00
None
87.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | MRNGSTR TTL STK | 369.78K | SH | $138.39M 14.43% | 0.00 | 0.00 | 369.78K |
ISHARES TRSOLE | CORE MSCI EAFE | 545.41K | SH | $52.84M 5.51% | 0.00 | 0.00 | 545.41K |
EA SERIES TRUSTSOLE | INTL QUAN VALUE | 1.32M | SH | $47.52M 4.96% | 0.00 | 0.00 | 1.32M |
EA SERIES TRUSTSOLE | SPAR INT VAL ETF | 752.60K | SH | $32.80M 3.42% | 0.00 | 0.00 | 752.60K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.16M | SH | $31.86M 3.32% | 0.00 | 0.00 | 1.16M |
CAMBRIA ETF TRSOLE | SHSHLD YIELD ETF | 379.43K | SH | $30.58M 3.19% | 0.00 | 0.00 | 379.43K |
EA SERIES TRUSTSOLE | US QUAN MOMENTUM | 422.72K | SH | $30.48M 3.18% | 0.00 | 0.00 | 422.72K |
VANECK ETF TRUSTSOLE | HIGH YLD MUNIETF | 502.72K | SH | $24.15M 2.52% | 0.00 | 0.00 | 502.72K |
APPLE INCSOLE | COM | 68.73K | SH | $22.89M 2.39% | 0.00 | 0.00 | 68.73K |
WISDOMTREE TRSOLE | INTL QULTY DIV | 494.93K | SH | $21.06M 2.20% | 0.00 | 0.00 | 494.93K |
SPDR SERIES TRUSTSOLE | ST NUVE HIGH ETF | 845.80K | SH | $19.85M 2.07% | 0.00 | 0.00 | 845.80K |
WISDOMTREE TRSOLE | US LARGECAP DIVD | 198.72K | SH | $19.32M 2.01% | 0.00 | 0.00 | 198.72K |
ISHARES TRSOLE | NATIONAL MUN ETF | 187.23K | SH | $18.93M 1.97% | 0.00 | 0.00 | 187.23K |
NVIDIA CORPORATIONSOLE | COM | 82.31K | SH | $18.80M 1.96% | 0.00 | 0.00 | 82.31K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 834.95K | SH | $18.45M 1.92% | 0.00 | 0.00 | 834.95K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 458.77K | SH | $18.41M 1.92% | 0.00 | 0.00 | 458.77K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 132.78K | SH | $15.64M 1.63% | 0.00 | 0.00 | 132.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.10K | SH | $15.40M 1.61% | 0.00 | 0.00 | 20.10K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 422.20K | SH | $15.17M 1.58% | 0.00 | 0.00 | 422.20K |
MICROSOFT CORPSOLE | COM | 26.89K | SH | $13.79M 1.44% | 0.00 | 0.00 | 26.89K |
SPDR SERIES TRUSTSOLE | ST STR NUVEE ETF | 315.11K | SH | $13.48M 1.41% | 0.00 | 0.00 | 315.11K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 411.02K | SH | $12.33M 1.29% | 0.00 | 0.00 | 411.02K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 131.17K | SH | $9.26M 0.97% | 0.00 | 0.00 | 131.17K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 10.47K | SH | $7.99M 0.83% | 0.00 | 0.00 | 6.47K |
VANGUARD INDEX FDSSOLE | MRNGSTR GRWT ETF | 87.87K | SH | $7.92M 0.83% | 0.00 | 0.00 | 87.87K |
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