Revolve Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 9, 2026), Revolve Wealth Partners, LLC reported 350 stock positions worth $961.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 5.4%) and Alpha Archi Intl QT Vlu ETF (IVAL, 4.5%). Compared with Q1 2026, it opened 126 new positions, sold out of 6, added to 145 and reduced 63. The biggest buy was a new position in Dimensional US Core Equity M (DFAU) and the biggest sale Amgen (AMGN, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $961.1M (Q2 2026)
- SEC Filing
- 0002085853-26-000673 ↗ filed Jul 9, 2026
Holdings Value
Holdings 350 stocks · $961.1M
| VTI VG Morningstar TS MKT ETF-US | 13.93% | 361,842 | $133.9M | Add +1.7% |
| IEFA iShares Core MSCI Eafe ETF | 5.35% | 532,594 | $51.4M | Add +1.9% |
| IVAL Alpha Archi Intl QT Vlu ETF | 4.50% | 1,268,919 | $43.2M | Add +2.2% |
| QMOM Alpha US Quant Mom ETF | 3.37% | 411,612 | $32.4M | Add +1.5% |
| ITAN Sparkline Intangible Val ETF | 3.25% | 747,367 | $31.3M | Add +2.1% |
| SCHF Schwab Intl Equity ETF | 3.10% | 1,076,142 | $29.8M | Add +2.5% |
| SYLD Cambria Shareholder Yield Et | 3.08% | 374,169 | $29.6M | Add +2.7% |
| HYMB SS SPDR N Ice HY Muni ETF | 3.01% | 1,137,661 | $28.9M | Add +4.5% |
| AAPL Apple Inc. | 2.15% | 71,400 | $20.7M | Add +5.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.14% | 449,303 | $20.6M | Add +2.1% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.04% | 454,107 | $19.6M | Add +4.9% |
| DLN Wisdomtree US Largecap Divid | 1.99% | 198,080 | $19.1M | Add +0.4% |
| DFCF Dimensional Core Fixed Inc. | 1.94% | 442,818 | $18.7M | Add +2.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.82% | 756,987 | $17.5M | Add +2.4% |
| AVUV Avantis US Small Cap Value | 1.69% | 130,028 | $16.2M | Add +3.4% |
| NVDA Nvidia Corp. | 1.63% | 78,131 | $15.6M | Add +9.1% |
| HYD Vaneck High Yield Muni ETF | 1.61% | 299,809 | $15.4M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 1.60% | 20,525 | $15.4M | Add +14.3% |
| SCHG Schwab US Large-Cap Growth | 1.49% | 421,950 | $14.3M | Reduce -0.2% |
| MUB iShares National Muni Bond E | 1.38% | 123,079 | $13.2M | Add +9.1% |
| SCHX Schwab US Large-Cap ETF | 1.26% | 412,375 | $12.1M | Reduce -0.3% |
| MSFT Microsoft Corp. | 1.02% | 26,190 | $9.8M | Add +4.3% |
| TBIL F/M US Treasury 3 Month Bill | 1.01% | 194,142 | $9.7M | Add +47.2% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 130,065 | $9.3M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.80% | 89,754 | $7.7M | No change |
| GOOGL Alphabet Inc. Class A | 0.70% | 18,709 | $6.7M | Add +3.8% |
| AMZN Amazon.com Inc. | 0.69% | 27,651 | $6.6M | Add +14.2% |
| DFAU Dimensional US Core Equity M | 0.66% | 122,778 | $6.3M | New |
| EFG iShares MSCI Eafe Growth ETF | 0.65% | 50,284 | $6.3M | Reduce -1.9% |
| IFLN Invesco Bloomberg Enhanced F | 0.61% | 320,350 | $5.9M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.60% | 10,259 | $5.8M | Add +14.7% |
| MU Micron Technology Inc. | 0.56% | 4,685 | $5.4M | Add +9.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.56% | 105,003 | $5.4M | Add +114.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.56% | 7,148 | $5.3M | Add +12.6% |
| VXUS Vanguard Total Intl Stock | 0.53% | 59,570 | $5.1M | Add +0.1% |
| AVGO Broadcom Inc. | 0.53% | 13,415 | $5.1M | Add +33.7% |
| AMD Advanced Micro Devices | 0.50% | 8,193 | $4.8M | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.49% | 13,423 | $4.7M | Add +30.4% |
| AMGN Amgen Inc. | 0.49% | 12,937 | $4.7M | Reduce -2.7% |
| JPM JPMorgan Chase & Co. | 0.46% | 13,585 | $4.4M | Add +6.2% |
| AVUS Avantis U.S. Equity ETF | 0.46% | 34,245 | $4.4M | Add +114.7% |
| V Visa Inc. Class A | 0.41% | 11,556 | $4.0M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.37% | 5,194 | $3.6M | Reduce -7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 7,113 | $3.6M | Add +4.0% |
| SCHM Schwab US Mid Cap ETF | 0.36% | 94,251 | $3.5M | Reduce -2.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 39,478 | $3.2M | Reduce -0.2% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 87,893 | $3.2M | Reduce -1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 4,254 | $3.1M | Reduce -8.3% |
| JNJ Johnson & Johnson | 0.32% | 12,023 | $3.1M | Add +53.2% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.32% | 26,053 | $3.1M | Add +4.7% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 94,514 | $3.0M | Reduce -0.0% |
| IWM iShares Russell 2000 ETF | 0.30% | 9,701 | $2.9M | Reduce -0.7% |
| EFV iShares MSCI Eafe Value ETF | 0.30% | 37,314 | $2.9M | Reduce -2.2% |
| COMP Compass Inc. Class A | 0.29% | 229,678 | $2.8M | Add +0.0% |
| DFSI Dimensional Int Sus COR1 ETF | 0.29% | 61,850 | $2.8M | Reduce -2.5% |
| TSLA Tesla Inc. | 0.28% | 6,324 | $2.7M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.27% | 17,635 | $2.6M | Reduce -1.1% |
| IXUS iShares Core Intl Stock ETF | 0.27% | 26,994 | $2.6M | Reduce -0.7% |
| MDY State Street SPDR S&P Midcap | 0.27% | 3,649 | $2.6M | No change |
| AAUA Alpha Architect US Equ 3 ETF | 0.26% | 44,451 | $2.5M | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.26% | 21,333 | $2.5M | Reduce -5.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.25% | 17,168 | $2.4M | Reduce -3.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 7,945 | $2.4M | Add +0.6% |
| DFAI Dimensional International Co. | 0.25% | 58,048 | $2.4M | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.23% | 44,588 | $2.2M | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.22% | 18,383 | $2.2M | Add +84.2% |
| LLY Eli Lilly & Co. | 0.22% | 1,757 | $2.1M | Add +11.3% |
| ABBV Abbvie Inc. | 0.21% | 7,998 | $2.0M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.21% | 16,029 | $2.0M | Reduce -9.0% |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.21% | 37,219 | $2.0M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.20% | 25,391 | $2.0M | Reduce -1.2% |
| AMAT Applied Materials Inc. | 0.20% | 2,706 | $2.0M | Add +100.3% |
| TOL Toll Brothers Inc. | 0.20% | 11,828 | $1.9M | Add +0.3% |
| IWD iShares Russell 1000 Value E | 0.20% | 7,953 | $1.9M | New |
| DFSV Dimensional US Small Cap Val | 0.20% | 48,571 | $1.9M | Add +51.1% |
| CL Colgate-Palmolive Co. | 0.18% | 19,211 | $1.8M | Add +37.4% |
| MA Mastercard Inc. Class A | 0.18% | 3,345 | $1.7M | Add +0.8% |
| XOM Exxon Mobil Corp. | 0.18% | 12,544 | $1.7M | Add +10.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.18% | 32,305 | $1.7M | Reduce -0.3% |
| AVSD Avantis Reps Intern Equi ETF | 0.17% | 20,146 | $1.6M | Reduce -2.7% |
| WMT Walmart Inc. | 0.16% | 13,701 | $1.6M | Add +38.0% |
| DFAC Dimensional US Core Equity 2 | 0.16% | 34,320 | $1.5M | New |
| GS Goldman Sachs Group Inc. | 0.16% | 1,505 | $1.5M | Add +79.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.16% | 7,635 | $1.5M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.16% | 3,603 | $1.5M | Add +8.0% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.16% | 17,654 | $1.5M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 6,826 | $1.5M | New |
| AAUS Alpha Architect US Eqy ETF | 0.15% | 23,350 | $1.4M | No change |
| DAL Delta Air Lines Inc. | 0.14% | 14,721 | $1.4M | New |
| RTX RTX Corp. | 0.14% | 7,075 | $1.3M | Add +32.2% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.13% | 28,990 | $1.3M | Reduce -0.2% |
| C Citigroup Inc. | 0.13% | 8,790 | $1.2M | Add +246.8% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 3,270 | $1.2M | Add +3.6% |
| CVX Chevron Corp. | 0.13% | 7,278 | $1.2M | Add +74.6% |
| COST Costco Wholesale Corp. | 0.12% | 1,272 | $1.2M | Add +1.9% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.12% | 25,072 | $1.2M | Add +1.8% |
| BAC Bank of America Corp. | 0.12% | 20,440 | $1.2M | Add +34.0% |
| HD Home Depot Inc. | 0.12% | 3,270 | $1.2M | Add +41.7% |
| SNX TD Synnex Corp. | 0.12% | 4,217 | $1.1M | New |
| EOG EOG Resources Inc. | 0.12% | 8,616 | $1.1M | New |
Options reported separately and not counted above: SPY puts ($1.5M), UNH puts ($748K), QQQ puts ($589K), MSFT calls ($560K), V puts ($412K), NVDA calls ($300K).
Portfolio Sells Q1 2026 → Q2 2026
| AMGN Amgen Inc. | Reduce -2.7% | 0.49% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 1.26% | −0.12 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 1.49% | −0.11 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.9% | 0.65% | −0.09 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.2% | 0.30% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -7.8% | 0.37% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.0% | 0.31% | −0.07 |
| DFSI Dimensional Int Sus COR1 ETF | Reduce -2.5% | 0.29% | −0.06 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.08% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -63.3% | 0.02% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.7% | 0.08% | −0.05 |
| V Visa Inc. Class A | Reduce -1.1% | 0.41% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -6.2% | 0.07% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.2% | 0.33% | −0.04 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.7% | 0.27% | −0.04 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -2.0% | 0.23% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -9.0% | 0.21% | −0.04 |
| T AT&T Inc. | Reduce -8.1% | 0.04% | −0.03 |
| NYF iShares New York Muni Bond E | Sold out | 0.00% | −0.03 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.03 |
| AVSD Avantis Reps Intern Equi ETF | Reduce -2.7% | 0.17% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.5% | 0.10% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| KR Kroger Co. | Sold out | 0.00% | −0.03 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.03 |
| COP Conocophillips | Sold out | 0.00% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.6% | 0.36% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.8% | 0.16% | −0.03 |
| BITW Bitwise 10 Crypto Index ETF | Reduce -0.4% | 0.05% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -3.6% | 0.25% | −0.03 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -11.6% | 0.07% | −0.02 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -2.7% | 0.16% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.3% | 0.33% | −0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -8.2% | 0.10% | −0.02 |
| OKE Oneok Inc. | Reduce -14.2% | 0.04% | −0.02 |
| AAEQ Alpha Architct US Eqty 2 ETF | Reduce -1.3% | 0.21% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.2% | 0.20% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 0.27% | −0.02 |
| NUMV Nuveen ESG Mid-Cap Value ETF | Reduce -0.2% | 0.13% | −0.02 |
| BND Vanguard Total Bond Market | Reduce -18.4% | 0.03% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.2% | 0.10% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -5.5% | 0.05% | −0.01 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -0.3% | 0.18% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.1% | 0.09% | −0.01 |
| CSX CSX Corp. | Reduce -6.4% | 0.09% | −0.01 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -4.1% | 0.05% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Reduce -1.9% | 0.10% | −0.01 |
| IWP iShares Russell Mid-Cap Grow | Reduce -2.6% | 0.10% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.3% | 0.06% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -14.4% | 0.02% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| DFAU Dimensional US Core Equity M | New | 0.66% | +0.66 |
| MU Micron Technology Inc. | Add +9.1% | 0.56% | +0.37 |
| AMD Advanced Micro Devices | Add +5.3% | 0.50% | +0.29 |
| AAUA Alpha Architect US Equ 3 ETF | New | 0.26% | +0.26 |
| DFAI Dimensional International Co. | New | 0.25% | +0.25 |
| JMST JPM Ultra-Short Muni Income | Add +114.0% | 0.56% | +0.23 |
| AVUS Avantis U.S. Equity ETF | Add +114.7% | 0.46% | +0.23 |
| IWD iShares Russell 1000 Value E | New | 0.20% | +0.20 |
| DFAC Dimensional US Core Equity 2 | New | 0.16% | +0.16 |
| TBIL F/M US Treasury 3 Month Bill | Add +47.2% | 1.01% | +0.15 |
| RSP Invesco S&P 500 Equal Weight | New | 0.15% | +0.15 |
| AMAT Applied Materials Inc. | Add +100.3% | 0.20% | +0.14 |
| DAL Delta Air Lines Inc. | New | 0.14% | +0.14 |
| CSCO Cisco Systems Inc. | Add +84.2% | 0.22% | +0.12 |
| AVGO Broadcom Inc. | Add +33.7% | 0.53% | +0.12 |
| SNX TD Synnex Corp. | New | 0.12% | +0.12 |
| EOG EOG Resources Inc. | New | 0.12% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +30.4% | 0.49% | +0.11 |
| VLY Valley National Bancorp | New | 0.11% | +0.11 |
| PNC PNC Financial Services Group | New | 0.10% | +0.10 |
| BWA Borgwarner Inc. | New | 0.10% | +0.10 |
| USFD US Foods Holding Corp. | New | 0.10% | +0.10 |
| STX Seagate Technology Holdings | New | 0.09% | +0.09 |
| C Citigroup Inc. | Add +246.8% | 0.13% | +0.09 |
| COLB Columbia Banking System Inc. | New | 0.09% | +0.09 |
| AME Ametek Inc. | New | 0.09% | +0.09 |
| SHEL Shell PLC-ADR | New | 0.09% | +0.09 |
| CLH Clean Harbors Inc. | New | 0.09% | +0.09 |
| CAH Cardinal Health Inc. | New | 0.08% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.08% | +0.08 |
| GLD SPDR Gold Shares | Add +381.8% | 0.11% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| COMP Compass Inc. Class A | Add +0.0% | 0.29% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +14.3% | 1.60% | +0.07 |
| SGOV iShares 0-3 Month Treasury B | New | 0.07% | +0.07 |
| WMB Williams Cos Inc. | Add +332.9% | 0.10% | +0.07 |
| INTC Intel Corp. | Add +31.9% | 0.10% | +0.07 |
| ATO Atmos Energy Corp. | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +53.2% | 0.32% | +0.07 |
| MELI MercadoLibre Inc. | New | 0.07% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +79.2% | 0.16% | +0.07 |
| CW Curtiss-Wright Corp. | New | 0.07% | +0.07 |
| MUSA Murphy USA Inc. | New | 0.06% | +0.06 |
| ESI Element Solutions Inc. | New | 0.06% | +0.06 |
| AVY Avery Dennison Corp. | New | 0.06% | +0.06 |
| FLS Flowserve Corp. | New | 0.06% | +0.06 |
| CSL Carlisle Cos Inc. | New | 0.06% | +0.06 |
| DFAE Dimensional Emerging Core Eq | New | 0.06% | +0.06 |
| MCD McDonald's Corp. | Add +208.8% | 0.11% | +0.06 |
| ZBRA Zebra Technologies Corp. Class A | New | 0.06% | +0.06 |
Options Activity Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 2,000 | $1.5M |
| UNH Unitedhealth Group Inc. | put | Reduce -5.3% | 1,800 | $748K |
| QQQ Invesco QQQ Trust Series 1 | put | New | 800 | $589K |
| MSFT Microsoft Corp. | call | New | 1,500 | $560K |
| V Visa Inc. Class A | put | New | 1,200 | $412K |
| NVDA Nvidia Corp. | call | New | 1,500 | $300K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 350 | $961.1M | VTI, IEFA, IVAL, QMOM, ITAN |
| Q1 2026 | 229 | $769.6M | VTI, IEFA, IVAL, QMOM, SYLD |
| Q4 2025 | 228 | $850.7M | VTI, IEFA, IVAL, ITAN, QMOM |
| Q3 2025 | 232 | $833.5M | VTI, IEFA, IVAL, ITAN, HYMB |
| Q2 2025 | 226 | $765.7M | VTI, IEFA, IVAL, HYMB, QMOM |
| Q1 2025 | 225 | $691.4M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q4 2024Amended | 219 | $680.9M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q3 2024 | 191 | $654.5M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q2 2024 | 176 | $606.5M | VTI, IEFA, IVAL, HYMB, TBIL |
| Q1 2024 | 181 | $585.3M | VTI, IEFA, IVAL, HYMB, TBIL |