Revolve Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Revolve Wealth Partners, LLC reported 229 stock positions worth $769.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 14.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 6.1%) and Alpha Archi Intl QT Vlu ETF (IVAL, 5.5%). Compared with Q4 2025, it opened 14 new positions, sold out of 13, added to 90 and reduced 115. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +0%) and the biggest sale F/M US Treasury 3 Month Bill (TBIL, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- Hackensack, NJ
- CIK
- 0001808992
- Portfolio Value
- $769.6M (Q1 2026)
- SEC Filing
- 0002085853-26-000357 ↗ filed Apr 13, 2026
Holdings Value
Holdings 229 stocks · $769.6M
| VTI VG Morningstar TS MKT ETF-US | 14.83% | 355,863 | $114.2M | Reduce -7.9% |
| IEFA iShares Core MSCI Eafe ETF | 6.15% | 522,492 | $47.3M | Reduce -10.4% |
| IVAL Alpha Archi Intl QT Vlu ETF | 5.48% | 1,242,115 | $42.2M | Reduce -10.6% |
| QMOM Alpha US Quant Mom ETF | 3.60% | 405,534 | $27.7M | Reduce -5.3% |
| SYLD Cambria Shareholder Yield Et | 3.57% | 364,183 | $27.5M | Reduce -5.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 3.51% | 1,088,948 | $27.0M | Add +2.5% |
| ITAN Sparkline Intangible Val ETF | 3.41% | 731,857 | $26.2M | Reduce -7.7% |
| SCHF Schwab Intl Equity ETF | 3.38% | 1,050,120 | $26.0M | Add +0.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 2.59% | 439,995 | $19.9M | Reduce -0.4% |
| DFCF Dimensional Core Fixed Inc. | 2.38% | 433,572 | $18.3M | Add +1.9% |
| DLN Wisdomtree US Largecap Divid | 2.29% | 197,288 | $17.6M | Reduce -7.0% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 2.26% | 432,796 | $17.4M | Reduce -7.3% |
| AAPL Apple Inc. | 2.24% | 67,926 | $17.2M | Reduce -4.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.23% | 739,543 | $17.2M | Reduce -6.3% |
| HYD Vaneck High Yield Muni ETF | 1.92% | 295,300 | $14.8M | Reduce -2.0% |
| AVUV Avantis US Small Cap Value | 1.81% | 125,794 | $13.9M | Reduce -6.4% |
| NVDA Nvidia Corp. | 1.62% | 71,609 | $12.5M | Add +0.2% |
| SCHG Schwab US Large-Cap Growth | 1.60% | 422,617 | $12.3M | Reduce -6.5% |
| MUB iShares National Muni Bond E | 1.56% | 112,771 | $12.0M | Reduce -24.2% |
| IVV iShares Core S&P 500 ETF | 1.52% | 17,964 | $11.7M | Add +2.4% |
| SCHX Schwab US Large-Cap ETF | 1.38% | 413,626 | $10.6M | Reduce -4.0% |
| MSFT Microsoft Corp. | 1.21% | 25,107 | $9.3M | Reduce -6.9% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 128,648 | $8.2M | Reduce -7.6% |
| TBIL F/M US Treasury 3 Month Bill | 0.85% | 131,872 | $6.6M | Reduce -72.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.85% | 14,946 | $6.5M | Reduce -3.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.74% | 51,263 | $5.7M | Add +0.3% |
| IFLN Invesco Bloomberg Enhanced F | 0.73% | 314,354 | $5.6M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 0.67% | 18,027 | $5.2M | Add +1.5% |
| META Meta Platforms Inc. Class A | 0.66% | 8,943 | $5.1M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.66% | 24,210 | $5.0M | Reduce -4.1% |
| AMGN Amgen Inc. | 0.61% | 13,298 | $4.7M | Reduce -4.4% |
| VXUS Vanguard Total Intl Stock | 0.60% | 59,499 | $4.6M | Reduce -6.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 6,346 | $4.1M | Reduce -6.4% |
| JPM JPMorgan Chase & Co. | 0.49% | 12,789 | $3.8M | Reduce -9.4% |
| V Visa Inc. Class A | 0.46% | 11,684 | $3.5M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.44% | 5,632 | $3.4M | Reduce -14.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 6,841 | $3.3M | Add +2.9% |
| AVGO Broadcom Inc. | 0.40% | 10,035 | $3.1M | Add +4.4% |
| SCHM Schwab US Mid Cap ETF | 0.39% | 96,754 | $3.0M | Reduce -9.2% |
| GOOG Alphabet Inc. Class C | 0.38% | 10,291 | $3.0M | Add +2.1% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 94,546 | $2.9M | Reduce -0.4% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.38% | 24,884 | $2.9M | Add +1131.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 9,889 | $2.8M | Reduce -6.3% |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 38,152 | $2.8M | Add +2.7% |
| DFSI Dimensional Int Sus COR1 ETF | 0.35% | 63,413 | $2.7M | Reduce -4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 4,640 | $2.7M | Add +20.8% |
| SCHA Schwab US Small-Cap ETF | 0.34% | 88,746 | $2.6M | Reduce -0.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 49,065 | $2.5M | Add +260.4% |
| IWM iShares Russell 2000 ETF | 0.31% | 9,765 | $2.4M | Reduce -3.2% |
| IXUS iShares Core Intl Stock ETF | 0.31% | 27,170 | $2.4M | Reduce -6.2% |
| TSLA Tesla Inc. | 0.30% | 6,216 | $2.3M | Reduce -58.2% |
| MDY State Street SPDR S&P Midcap | 0.29% | 3,649 | $2.3M | Reduce -3.6% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 17,827 | $2.2M | Reduce -7.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 17,809 | $2.2M | Reduce -1.0% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.27% | 45,482 | $2.1M | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 7,895 | $2.1M | Reduce -6.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.27% | 22,461 | $2.0M | Reduce -6.6% |
| XOM Exxon Mobil Corp. | 0.25% | 11,357 | $1.9M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.25% | 7,847 | $1.9M | Add +3.3% |
| IWF iShares Russell 1000 Growth | 0.24% | 4,403 | $1.9M | Reduce -17.0% |
| AVUS Avantis U.S. Equity ETF | 0.23% | 15,952 | $1.8M | Reduce -2.9% |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.23% | 37,692 | $1.8M | Reduce -28.9% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 25,692 | $1.7M | Reduce -15.9% |
| ABBV Abbvie Inc. | 0.22% | 7,821 | $1.7M | Add +3.5% |
| COMP Compass Inc. Class A | 0.22% | 229,617 | $1.7M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.22% | 3,320 | $1.7M | Reduce -3.0% |
| TOL Toll Brothers Inc. | 0.21% | 11,792 | $1.6M | Add +2.0% |
| AMD Advanced Micro Devices | 0.21% | 7,780 | $1.6M | Reduce -1.1% |
| AVSD Avantis Reps Intern Equi ETF | 0.20% | 20,697 | $1.5M | Reduce -4.1% |
| NUSC Nuveen ESG Small-Cap ETF | 0.19% | 32,388 | $1.5M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.19% | 1,578 | $1.5M | Reduce -1.1% |
| MU Micron Technology Inc. | 0.19% | 4,296 | $1.5M | Add +7.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.18% | 7,694 | $1.4M | Reduce -4.5% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.18% | 18,137 | $1.4M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.16% | 1,248 | $1.2M | Add +8.9% |
| WMT Walmart Inc. | 0.16% | 9,927 | $1.2M | Add +1.5% |
| AAUS Alpha Architect US Eqy ETF | 0.16% | 23,350 | $1.2M | Reduce -38.9% |
| CL Colgate-Palmolive Co. | 0.15% | 13,979 | $1.2M | Reduce -12.8% |
| DFSV Dimensional US Small Cap Val | 0.15% | 32,152 | $1.1M | Reduce -13.2% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.15% | 29,055 | $1.1M | Add +0.3% |
| NFLX Netflix Inc. | 0.14% | 11,205 | $1.1M | Add +7.5% |
| RTX RTX Corp. | 0.13% | 5,353 | $1.0M | Add +5.8% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.13% | 24,639 | $1.0M | Reduce -5.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 20,085 | $1.0M | Reduce -22.4% |
| PLTR Palantir Technologies Inc. Class A | 0.12% | 6,547 | $958K | Reduce -2.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 33,975 | $946K | Add +12.1% |
| UNH Unitedhealth Group Inc. | 0.12% | 3,337 | $903K | Reduce -5.6% |
| IWP iShares Russell Mid-Cap Grow | 0.12% | 7,040 | $902K | Reduce -0.1% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 3,157 | $896K | Add +46.6% |
| IWS iShares Russell Mid-Cap Valu | 0.11% | 5,952 | $867K | Reduce -0.0% |
| CVX Chevron Corp. | 0.11% | 4,169 | $863K | Reduce -4.6% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 15,865 | $858K | Reduce -1.8% |
| ISRG Intuitive Surgical Inc. | 0.11% | 1,857 | $856K | Reduce -4.6% |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 3,883 | $835K | Reduce -24.6% |
| PG The Procter & Gamble Co. | 0.11% | 5,607 | $810K | Add +1.8% |
| CSCO Cisco Systems Inc. | 0.10% | 9,978 | $774K | Add +9.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.10% | 2,984 | $768K | Reduce -2.5% |
| HD Home Depot Inc. | 0.10% | 2,307 | $759K | Reduce -7.7% |
| CSX CSX Corp. | 0.10% | 18,429 | $756K | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 15,256 | $744K | Add +9.3% |
Options reported separately and not counted above: UNH puts ($235K).
Portfolio Sells Q4 2025 → Q1 2026
| TBIL F/M US Treasury 3 Month Bill | Reduce -72.8% | 0.85% | −1.99 |
| TSLA Tesla Inc. | Reduce -58.2% | 0.30% | −0.49 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.9% | 14.83% | −0.39 |
| MSFT Microsoft Corp. | Reduce -6.9% | 1.21% | −0.33 |
| MUB iShares National Muni Bond E | Reduce -24.2% | 1.56% | −0.32 |
| BITW Bitwise 10 Crypto Index ETF | Reduce -71.3% | 0.08% | −0.25 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.22 |
| NYF iShares New York Muni Bond E | Reduce -84.0% | 0.03% | −0.15 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.5% | 1.60% | −0.13 |
| SHOP Shopify Inc. Class A | Reduce -66.1% | 0.03% | −0.09 |
| AAUS Alpha Architect US Eqy ETF | Reduce -38.9% | 0.16% | −0.09 |
| APH Amphenol Corp. Class A | Reduce -59.3% | 0.06% | −0.09 |
| AAEQ Alpha Architct US Eqty 2 ETF | Reduce -28.9% | 0.23% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -17.0% | 0.24% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -14.3% | 0.44% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -9.4% | 0.49% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.04 |
| ITAN Sparkline Intangible Val ETF | Reduce -7.7% | 3.41% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.6% | 0.85% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.5% | 0.66% | −0.04 |
| ORCL Oracle Corp. | Reduce -11.5% | 0.10% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.03 |
| APP AppLovin Corp. Class A | Reduce -12.3% | 0.04% | −0.03 |
| SCHV Schwab US Large-Cap Value | Reduce -52.4% | 0.04% | −0.03 |
| HUM Humana Inc. | Sold out | 0.00% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -33.7% | 0.08% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 0.66% | −0.03 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.03 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.03 |
| AAPL Apple Inc. | Reduce -4.2% | 2.24% | −0.03 |
| V Visa Inc. Class A | Reduce -0.4% | 0.46% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -24.6% | 0.11% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.02 |
| MMM 3M Co. | Sold out | 0.00% | −0.02 |
| BX Blackstone Inc. | Reduce -6.6% | 0.08% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -22.4% | 0.13% | −0.02 |
| NOW ServiceNow Inc. | Reduce -4.3% | 0.06% | −0.02 |
| CRM Salesforce Inc. | Reduce -18.1% | 0.04% | −0.02 |
| INTU Intuit Inc. | Reduce -4.3% | 0.05% | −0.02 |
| LEN Lennar Corp. Class A | Reduce -17.8% | 0.07% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -5.6% | 0.12% | −0.02 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -7.3% | 2.26% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -4.6% | 0.11% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -21.8% | 0.03% | −0.02 |
| ABT Abbott Laboratories | Reduce -17.5% | 0.05% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SCHF Schwab Intl Equity ETF | Add +0.1% | 3.38% | +0.41 |
| HYMB SS SPDR N Ice HY Muni ETF | Add +2.5% | 3.51% | +0.39 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +1131.9% | 0.38% | +0.35 |
| DFCF Dimensional Core Fixed Inc. | Add +1.9% | 2.38% | +0.25 |
| JMST JPM Ultra-Short Muni Income | Add +260.4% | 0.33% | +0.24 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 1.52% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.8% | 0.35% | +0.07 |
| JNJ Johnson & Johnson | Add +3.3% | 0.25% | +0.06 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.3% | 0.74% | +0.06 |
| EFV iShares MSCI Eafe Value ETF | Add +2.7% | 0.37% | +0.06 |
| NVDA Nvidia Corp. | Add +0.2% | 1.62% | +0.06 |
| MU Micron Technology Inc. | Add +7.2% | 0.19% | +0.05 |
| COST Costco Wholesale Corp. | Add +8.9% | 0.16% | +0.05 |
| GEV GE Vernova Inc. | Add +34.0% | 0.08% | +0.04 |
| GE General Electric | Add +46.6% | 0.12% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 0.43% | +0.03 |
| WMT Walmart Inc. | Add +1.5% | 0.16% | +0.03 |
| NOC Northrop Grumman Corp. | New | 0.03% | +0.03 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.03% | +0.03 |
| ROST Ross Stores Inc. | New | 0.03% | +0.03 |
| WMB Williams Cos Inc. | New | 0.03% | +0.03 |
| KR Kroger Co. | New | 0.03% | +0.03 |
| LMT Lockheed Martin Corp. | New | 0.03% | +0.03 |
| COP Conocophillips | New | 0.03% | +0.03 |
| ALL Allstate Corp. | New | 0.03% | +0.03 |
| DTE DTE Energy Company | New | 0.03% | +0.03 |
| MPWR Monolithic Power Systems Inc. | New | 0.03% | +0.03 |
| TXN Texas Instruments Inc. | New | 0.03% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +12.1% | 0.12% | +0.03 |
| CAT Caterpillar Inc. | Add +14.1% | 0.07% | +0.03 |
| TOL Toll Brothers Inc. | Add +2.0% | 0.21% | +0.03 |
| NFLX Netflix Inc. | Add +7.5% | 0.14% | +0.03 |
| RTX RTX Corp. | Add +5.8% | 0.13% | +0.03 |
| MRK Merck & Co. Inc. | Add +7.4% | 0.08% | +0.02 |
| AMAT Applied Materials Inc. | Add +4.7% | 0.06% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.5% | 0.67% | +0.02 |
| PXF Invesco Rafi Developed Marke | Add +10.6% | 0.09% | +0.02 |
| T AT&T Inc. | Add +9.3% | 0.07% | +0.02 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Add +5.3% | 0.10% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +1.9% | 0.07% | +0.02 |
| ABBV Abbvie Inc. | Add +3.5% | 0.22% | +0.02 |
| CSCO Cisco Systems Inc. | Add +9.0% | 0.10% | +0.02 |
| OKE Oneok Inc. | Add +0.2% | 0.06% | +0.02 |
| KO The Coca-Cola Co. | Add +3.3% | 0.09% | +0.02 |
| VZ Verizon Communications Inc. | Add +3.9% | 0.06% | +0.02 |
| HON Honeywell International Inc. | Add +0.7% | 0.07% | +0.02 |
| LIN Linde PLC | Add +6.3% | 0.05% | +0.01 |
| DUK Duke Energy Corp. | Add +8.4% | 0.05% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| UNH Unitedhealth Group Inc. | put | New | 1,900 | $235K |
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 |