Revolve Wealth Partners, LLC Top Holdings and 13F Report (2026) About Revolve Wealth Partners, LLCInvestment ActivityRevolve Wealth Partners, LLC has $769.86 million in total holdings as of March 31, 2026.Revolve Wealth Partners, LLC owns shares of 229 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.58% of the portfolio was purchased this quarter.About 10.10% of the portfolio was sold this quarter.This quarter, Revolve Wealth Partners, LLC has purchased 228 new stocks and bought additional shares in 91 stocks.Revolve Wealth Partners, LLC sold shares of 114 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $114,164,263iShares Core MSCI EAFE ETF $47,301,218Alpha Architect International Quantitative Value ETF $42,182,108Alpha Architect U.S. Quantitative Momentum ETF $27,702,041Cambria Shareholder Yield ETF $27,463,068 Largest New Holdings this Quarter 666807102 - Northrop Grumman $241,513 Holding02209S103 - Altria Group $236,437 Holding458140100 - Intel $235,125 Holding110122108 - Bristol Myers Squibb $233,197 Holding778296103 - Ross Stores $224,645 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 22,864 shares (about $2.66M)JPMorgan Ultra-Short Municipal ETF 35,453 shares (about $1.81M)SPDR Nuveen ICE High Yield Municipal Bond ETF 26,243 shares (about $650.83K)Invesco QQQ 799 shares (about $461.20K)UnitedHealth Group 1,701 shares (about $369.53K) Largest Sales this Quarter US Treasury 3 Month Bill ETF 353,700 shares (about $17.64M)Vanguard Total Stock Market ETF 30,467 shares (about $9.77M)iShares Core MSCI EAFE ETF 60,792 shares (about $5.50M)Alpha Architect International Quantitative Value ETF 147,377 shares (about $5.00M)iShares National Muni Bond ETF 35,979 shares (about $3.82M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRevolve Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$114,164,263$9,774,106 â–¼-7.9%355,86314.8%ETFIEFAiShares Core MSCI EAFE ETF$47,301,218$5,503,502 â–¼-10.4%522,4926.1%ETFIVALAlpha Architect International Quantitative Value ETF$42,182,108$5,004,909 â–¼-10.6%1,242,1155.5%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$27,702,041$1,553,029 â–¼-5.3%405,5343.6%ETFSYLDCambria Shareholder Yield ETF$27,463,068$1,719,802 â–¼-5.9%364,1833.6%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$27,005,901$650,826 â–²2.5%1,088,9483.5%ETFITANSparkline Intangible Value ETF$26,242,632$2,184,660 â–¼-7.7%731,8573.4%ETFSCHFSchwab International Equity ETF$25,990,476$36,061 â–²0.1%1,050,1203.4%ETFTFISPDR Nuveen ICE Municipal Bond ETF$19,949,358$87,778 â–¼-0.4%439,9952.6%FinanceDFCFDimensional Core Fixed Income ETF$18,305,427$349,244 â–²1.9%433,5722.4%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$17,623,720$1,337,715 â–¼-7.1%197,2882.3%FinanceIQDGWisdomTree International Quality Dividend Growth Fund$17,372,431$1,372,186 â–¼-7.3%432,7962.3%FinanceAAPLApple$17,238,868$747,916 â–¼-4.2%67,9262.2%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$17,172,186$1,162,416 â–¼-6.3%739,5432.2%ETFHYDVanEck High Yield Muni ETF$14,806,351$297,631 â–¼-2.0%295,3001.9%ETFAVUVAvantis U.S. Small Cap Value ETF$13,896,409$944,073 â–¼-6.4%125,7941.8%ETFNVDANVIDIA$12,488,670$28,951 â–²0.2%71,6091.6%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$12,310,839$854,092 â–¼-6.5%422,6171.6%ETFMUBiShares National Muni Bond ETF$11,970,631$3,819,167 â–¼-24.2%112,7711.6%ETFIVViShares Core S&P 500 ETF$11,734,535$275,661 â–²2.4%17,9641.5%ETFSCHXSchwab US Large-Cap ETF$10,605,359$438,802 â–¼-4.0%413,6261.4%ETFMSFTMicrosoft$9,293,875$686,296 â–¼-6.9%25,1071.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$8,243,792$677,648 â–¼-7.6%128,6481.1%ETFTBILUS Treasury 3 Month Bill ETF$6,575,156$17,635,530 â–¼-72.8%131,8720.9%ETFVUGVanguard Growth ETF$6,528,337$246,352 â–¼-3.6%14,9460.8%ETFEFGiShares MSCI EAFE Growth ETF$5,709,175$17,931 â–²0.3%51,2630.7%ETFPHBInvesco Fundamental High Yield Corporate Bond ETF$5,639,510$299,921 â–¼-5.0%314,3540.7%ETFGOOGLAlphabet$5,183,721$77,639 â–²1.5%18,0270.7%Computer and TechnologyMETAMeta Platforms$5,116,593$78,382 â–¼-1.5%8,9430.7%Computer and TechnologyAMZNAmazon.com$5,042,164$215,974 â–¼-4.1%24,2100.7%Retail/WholesaleAMGNAmgen$4,679,061$215,691 â–¼-4.4%13,2980.6%MedicalVXUSVanguard Total International Stock ETF$4,587,973$324,094 â–¼-6.6%59,4990.6%ETFSPYSPDR S&P 500 ETF Trust$4,126,959$283,541 â–¼-6.4%6,3460.5%FinanceJPMJPMorgan Chase & Co.$3,761,986$392,407 â–¼-9.4%12,7890.5%FinanceVVisa$3,531,392$15,112 â–¼-0.4%11,6840.5%Business ServicesVOOVanguard S&P 500 ETF$3,365,583$561,727 â–¼-14.3%5,6320.4%ETFBRK.BBerkshire Hathaway$3,278,043$91,043 â–²2.9%6,8410.4%FinanceAVGOBroadcom$3,105,848$129,681 â–²4.4%10,0350.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$2,995,511$302,697 â–¼-9.2%96,7540.4%ETFGOOGAlphabet$2,952,198$60,817 â–²2.1%10,2910.4%Computer and TechnologySCHDSchwab US Dividend Equity ETF$2,900,672$12,241 â–¼-0.4%94,5460.4%ETFBOXXAlpha Architect 1-3 Month Box ETF$2,893,760$2,658,854 â–²1,131.9%24,8840.4%ETFVOVanguard Mid-Cap ETF$2,839,992$190,692 â–¼-6.3%9,8890.4%ETFEFViShares MSCI EAFE Value ETF$2,836,586$73,457 â–²2.7%38,1520.4%ETFDFSIDimensional International Sustainability Core 1 ETF$2,688,697$111,045 â–¼-4.0%63,4130.3%ETFQQQInvesco QQQ$2,678,310$461,200 â–²20.8%4,6400.3%FinanceSCHASchwab US Small-Cap ETF$2,580,720$13,493 â–¼-0.5%88,7460.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,501,334$1,807,394 â–²260.5%49,0650.3%ETFIWMiShares Russell 2000 ETF$2,421,689$80,351 â–¼-3.2%9,7650.3%FinanceIXUSiShares Core MSCI Total International Stock ETF$2,354,009$155,952 â–¼-6.2%27,1700.3%ManufacturingTSLATesla$2,310,776$3,215,607 â–¼-58.2%6,2160.3%Auto/Tires/TrucksMDYSPDR S&P MidCap 400 ETF Trust$2,250,557$83,879 â–¼-3.6%3,6490.3%ETFIJRiShares Core S&P Small-Cap ETF$2,216,068$184,351 â–¼-7.7%17,8270.3%ETFDSIiShares ESG MSCI KLD 400 ETF$2,158,266$21,087 â–¼-1.0%17,8090.3%ETFNULVNuveen ESG Large-Cap Value ETF$2,069,453$9,055 â–¼-0.4%45,4820.3%ETFVBVanguard Small-Cap ETF$2,067,756$131,215 â–¼-6.0%7,8950.3%ETFNULGNuveen ESG Large-Cap Growth ETF$2,042,647$144,325 â–¼-6.6%22,4610.3%ETFXOMExxonMobil$1,926,820$3,393 â–¼-0.2%11,3570.3%EnergyJNJJohnson & Johnson$1,918,214$61,113 â–²3.3%7,8470.2%MedicalIWFiShares Russell 1000 Growth ETF$1,877,574$385,067 â–¼-17.0%4,4030.2%ETFAVUSAvantis U.S. Equity ETF$1,773,543$52,032 â–¼-2.9%15,9520.2%ETFEA SERIES TRUST$1,753,317$712,640 â–¼-28.9%37,6920.2%ALPHA ARCHITECTIJHiShares Core S&P Mid-Cap ETF$1,734,976$327,182 â–¼-15.9%25,6920.2%ETFABBVAbbVie$1,701,003$58,070 â–²3.5%7,8210.2%MedicalCOMPCompass$1,678,500$4,934 â–²0.3%229,6170.2%Computer and TechnologyMAMastercard$1,658,875$50,965 â–¼-3.0%3,3200.2%Business ServicesTOLToll Brothers$1,609,254$31,388 â–²2.0%11,7920.2%ConstructionAMDAdvanced Micro Devices$1,582,707$17,088 â–¼-1.1%7,7800.2%Computer and TechnologyAVSDAvantis Responsible International Equity ETF$1,524,272$65,472 â–¼-4.1%20,6970.2%ETFNUSCNuveen ESG Small-Cap ETF$1,459,407$10,139 â–¼-0.7%32,3880.2%ETFLLYEli Lilly and Company$1,451,456$16,557 â–¼-1.1%1,5780.2%MedicalMUMicron Technology$1,451,373$97,974 â–²7.2%4,2960.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$1,417,838$65,972 â–¼-4.4%7,6940.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$1,368,416$7,922 â–¼-0.6%18,1370.2%ManufacturingCOSTCostco Wholesale$1,243,838$101,660 â–²8.9%1,2480.2%Retail/WholesaleWALMART INC$1,233,710$18,766 â–²1.5%9,9270.2%COMEA SERIES TRUST$1,223,155$778,209 â–¼-38.9%23,3500.2%ALPHA ARCHITECTCLColgate-Palmolive$1,191,465$174,130 â–¼-12.8%13,9790.2%Consumer StaplesUNHUnitedHealth Group$1,137,690$369,527 â–²48.1%5,2370.1%MedicalDFSVDimensional US Small Cap Value ETF$1,126,616$170,611 â–¼-13.2%32,1520.1%ETFNUMVNuveen ESG Mid-Cap Value ETF$1,126,456$2,947 â–²0.3%29,0550.1%ETFNFLXNetflix$1,077,361$74,805 â–²7.5%11,2050.1%Consumer DiscretionaryRTXRTX$1,032,594$56,327 â–²5.8%5,3530.1%AerospaceNUMGNuveen ESG Mid-Cap Growth ETF$1,012,172$63,140 â–¼-5.9%24,6390.1%ETFVTEBVanguard Tax-Exempt Bond ETF$1,002,041$288,863 â–¼-22.4%20,0850.1%ETFPALANTIR TECHNOLOGIES INC$957,721$19,163 â–¼-2.0%6,5470.1%CL AFNDXSchwab Fundamental U.S. Large Company ETF$946,204$102,042 â–²12.1%33,9750.1%ETFIWPiShares Russell Mid-Cap Growth ETF$901,975$769 â–¼-0.1%7,0400.1%ETFGEGE Aerospace$895,905$284,919 â–²46.6%3,1570.1%AerospaceIWSiShares Russell Mid-Cap Value ETF$867,498$291 â–¼0.0%5,9520.1%ETFCVXChevron$862,554$41,586 â–¼-4.6%4,1690.1%EnergyVWOVanguard FTSE Emerging Markets ETF$857,503$15,566 â–¼-1.8%15,8650.1%ETFISRGIntuitive Surgical$856,058$41,489 â–¼-4.6%1,8570.1%MedicalVIGVanguard Dividend Appreciation ETF$835,096$271,842 â–¼-24.6%3,8830.1%ETFPGProcter & Gamble$809,880$14,011 â–²1.8%5,6070.1%Consumer StaplesCSCOCisco Systems$774,177$63,933 â–²9.0%9,9780.1%Computer and TechnologyVOTVanguard Mid-Cap Growth ETF$767,850$19,557 â–¼-2.5%2,9840.1%ETFHDHome Depot$758,737$63,146 â–¼-7.7%2,3070.1%Retail/WholesaleCSXCSX$756,492$12,479 â–¼-1.6%18,4290.1%TransportationBACBank of America$743,722$63,569 â–²9.3%15,2560.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.