Revolve Wealth Partners

Hackensack, NJfiles as Revolve Wealth Partners, LLC

$961m in 350 US stocks at the end of 30 June 2026. The top 10 are 43.9% of the money. It changed about 10.2% of the portfolio this quarter.

Value

$961m

Stocks

350

Top 10 share

43.9%

Turnover

10.2%

What changed this quarter

New

Bought for the first time this quarter.

Dimensional ETF TrustDFAU
0.7% of the fund
EA Series TrustAAUA
0.3% of the fund
Dimensional ETF TrustDFAI
0.2% of the fund
Ishares TRIWD
0.2% of the fund
Dimensional ETF TrustDFAC
0.2% of the fund
Invesco Exchange Traded FD TRSP
0.2% of the fund
Delta Air LinesDAL
0.1% of the fund
TD SynnexSNX
0.1% of the fund
EOG ResourcesEOG
0.1% of the fund
Valley National BancorpVLY
0.1% of the fund
PNC Financial Services GroupPNC
0.1% of the fund
BorgwarnerBWA
<0.1% of the fund
US Foods HoldingUSFD
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
Columbia Banking SystemCOLB
<0.1% of the fund
AmetekAME
<0.1% of the fund
ShellSHEL
<0.1% of the fund
Clean HarborsCLH
<0.1% of the fund
Cardinal HealthCAH
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Ishares TRSGOV
<0.1% of the fund
Atmos EnergyATO
<0.1% of the fund
MercadoLibreMELI
<0.1% of the fund
Curtiss WrightCW
<0.1% of the fund

Added

Bought more of a stock they already held.

EA Series TrustIVAL
4.5% of the fund
+2%
EA Series TrustITAN
3.3% of the fund
+2%
Schwab Strategic TRSCHF
3.1% of the fund
+2%
Cambria ETF TRSYLD
3.1% of the fund
+3%
Spdr Series TrustHYMB
3.0% of the fund
+4%
AppleAAPL
2.1% of the fund
+5%
Spdr Series TrustTFI
2.1% of the fund
+2%
Wisdomtree TRIQDG
2.0% of the fund
+5%
Dimensional ETF TrustDFCF
1.9% of the fund
+2%
Schwab Strategic TRSCHZ
1.8% of the fund
+2%
American Centy ETF TRAVUV
1.7% of the fund
+3%
NvidiaNVDA
1.6% of the fund
+9%
Ishares TRIVV
1.6% of the fund
+14%
Ishares TRMUB
1.4% of the fund
+9%
MicrosoftMSFT
1.0% of the fund
+4%
RBB FDTBIL
1.0% of the fund
+47%
AlphabetGOOGL
0.7% of the fund
+4%
Amazon.comAMZN
0.7% of the fund
+14%
Meta PlatformsMETA
0.6% of the fund
+15%
Micron TechnologyMU
0.6% of the fund
+9%
J P Morgan Exchange Traded FJMST
0.6% of the fund
+114%
State STR Spdr S&P 500 ETF TSPY
0.6% of the fund
+13%
BroadcomAVGO
0.5% of the fund
+34%
Advanced Micro DevicesAMD
0.5% of the fund
+5%
AlphabetGOOG
0.5% of the fund
+30%

Cut

Sold some of their stake.

AmgenAMGN
0.5% of the fund
-3%
Vanguard Index FDSVOO
0.4% of the fund
-8%
Schwab Strategic TRSCHM
0.4% of the fund
-3%
Invesco QQQ TRQQQ
0.3% of the fund
-8%
Ishares TREFV
0.3% of the fund
-2%
Dimensional ETF TrustDFSI
0.3% of the fund
-2%
Nushares ETF TRNULG
0.3% of the fund
-5%
Ishares TRDSI
0.3% of the fund
-4%
Ishares TRIWF
0.2% of the fund
-9%
American Centy ETF TRAVSD
0.2% of the fund
-3%
Ishares TRDMXF
0.2% of the fund
-3%
Ishares TRIWP
0.1% of the fund
-3%
Schwab Strategic TRFNDX
0.1% of the fund
-8%
Vanguard MUN BD FDSVTEB
<0.1% of the fund
-6%
Vanguard Intl Equity Index FVWO
<0.1% of the fund
-2%
CSXCSX
<0.1% of the fund
-6%
Schwab Strategic TRFNDF
<0.1% of the fund
-12%
Invesco Exchange Traded FD TPRFZ
<0.1% of the fund
-4%
Intuitive SurgicalISRG
<0.1% of the fund
-6%
Vanguard Index FDSVTV
<0.1% of the fund
-8%
LennarLEN
<0.1% of the fund
-5%
Invesco Exch Traded FD TR IIPXH
<0.1% of the fund
-4%
OneokOKE
<0.1% of the fund
-14%
DanaherDHR
<0.1% of the fund
-3%
AT&TT
<0.1% of the fund
-8%

Sold out

Sold their entire stake.

Holdings

Vanguard Index FDSVTI
Share
13.9%
Value
$134m
Shares
361,842
Held
Ishares TRIEFA
Share
5.4%
Value
$51m
Shares
532,594
Held
EA Series TrustIVAL
Share
4.5%
Value
$43m
Shares
1,268,919
+2%
EA Series TrustQMOM
Share
3.4%
Value
$32m
Shares
411,612
Held
EA Series TrustITAN
Share
3.3%
Value
$31m
Shares
747,367
+2%
Schwab Strategic TRSCHF
Share
3.1%
Value
$30m
Shares
1,076,142
+2%
Cambria ETF TRSYLD
Share
3.1%
Value
$30m
Shares
374,169
+3%
Spdr Series TrustHYMB
Share
3.0%
Value
$29m
Shares
1,137,661
+4%
AppleAAPL
Share
2.1%
Value
$21m
Shares
71,400
+5%
Spdr Series TrustTFI
Share
2.1%
Value
$21m
Shares
449,303
+2%
Wisdomtree TRIQDG
Share
2.0%
Value
$20m
Shares
454,107
+5%
Wisdomtree TRDLN
Share
2.0%
Value
$19m
Shares
198,080
Held
Dimensional ETF TrustDFCF
Share
1.9%
Value
$19m
Shares
442,818
+2%
Schwab Strategic TRSCHZ
Share
1.8%
Value
$18m
Shares
756,987
+2%
American Centy ETF TRAVUV
Share
1.7%
Value
$16m
Shares
130,028
+3%
NvidiaNVDA
Share
1.6%
Value
$16m
Shares
78,131
+9%
Vaneck ETF TrustHYD
Share
1.6%
Value
$15m
Shares
299,809
Held
Ishares TRIVV
Share
1.6%
Value
$15m
Shares
20,525
+14%
Schwab Strategic TRSCHG
Share
1.5%
Value
$14m
Shares
421,950
Held
Ishares TRMUB
Share
1.4%
Value
$13m
Shares
123,079
+9%
Schwab Strategic TRSCHX
Share
1.3%
Value
$12m
Shares
412,375
Held
MicrosoftMSFT
Share
1.0%
Value
$10m
Shares
26,190
+4%
RBB FDTBIL
Share
1.0%
Value
$10m
Shares
194,142
+47%
Vanguard Tax-Managed FDSVEA
Share
1.0%
Value
$9m
Shares
130,065
Held
Vanguard Index FDSVUG
Share
0.8%
Value
$8m
Shares
89,754
Held
AlphabetGOOGL
Share
0.7%
Value
$7m
Shares
18,709
+4%
Amazon.comAMZN
Share
0.7%
Value
$7m
Shares
27,651
+14%
Dimensional ETF TrustDFAU
Share
0.7%
Value
$6m
Shares
122,778
New
Ishares TREFG
Share
0.7%
Value
$6m
Shares
50,284
Held
Invesco Exch Traded FD TR IIIFLN
Share
0.6%
Value
$6m
Shares
320,350
Held
Meta PlatformsMETA
Share
0.6%
Value
$6m
Shares
10,259
+15%
Micron TechnologyMU
Share
0.6%
Value
$5m
Shares
4,685
+9%
J P Morgan Exchange Traded FJMST
Share
0.6%
Value
$5m
Shares
105,003
+114%
State STR Spdr S&P 500 ETF TSPY
Share
0.6%
Value
$5m
Shares
7,148
+13%
Vanguard Star FDSVXUS
Share
0.5%
Value
$5m
Shares
59,570
Held
BroadcomAVGO
Share
0.5%
Value
$5m
Shares
13,415
+34%
Advanced Micro DevicesAMD
Share
0.5%
Value
$5m
Shares
8,193
+5%
AlphabetGOOG
Share
0.5%
Value
$5m
Shares
13,423
+30%
AmgenAMGN
Share
0.5%
Value
$5m
Shares
12,937
-3%
JPMorgan ChaseJPM
Share
0.5%
Value
$4m
Shares
13,585
+6%
American Centy ETF TRAVUS
Share
0.5%
Value
$4m
Shares
34,245
+115%
VisaV
Share
0.4%
Value
$4m
Shares
11,556
Held
Vanguard Index FDSVOO
Share
0.4%
Value
$4m
Shares
5,194
-8%
Berkshire HathawayBRK-B
Share
0.4%
Value
$4m
Shares
7,113
+4%
Schwab Strategic TRSCHM
Share
0.4%
Value
$3m
Shares
94,251
-3%
Vanguard Index FDSVO
Share
0.3%
Value
$3m
Shares
39,478
Held
Schwab Strategic TRSCHA
Share
0.3%
Value
$3m
Shares
87,893
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$3m
Shares
4,254
-8%
Johnson & JohnsonJNJ
Share
0.3%
Value
$3m
Shares
12,023
+53%
EA Series TrustBOXX
Share
0.3%
Value
$3m
Shares
26,053
+5%
Schwab Strategic TRSCHD
Share
0.3%
Value
$3m
Shares
94,514
Held
Ishares TRIWM
Share
0.3%
Value
$3m
Shares
9,701
Held
Ishares TREFV
Share
0.3%
Value
$3m
Shares
37,314
-2%
CompassCOMP
Share
0.3%
Value
$3m
Shares
229,678
Held
Dimensional ETF TrustDFSI
Share
0.3%
Value
$3m
Shares
61,850
-2%
TeslaTSLA
Share
0.3%
Value
$3m
Shares
6,324
Held
Ishares TRIJR
Share
0.3%
Value
$3m
Shares
17,635
Held
Ishares TRIXUS
Share
0.3%
Value
$3m
Shares
26,994
Held
State STR Spdr S&P Midcap 40MDY
Share
0.3%
Value
$3m
Shares
3,649
Held
EA Series TrustAAUA
Share
0.3%
Value
$3m
Shares
44,451
New
Nushares ETF TRNULG
Share
0.3%
Value
$2m
Shares
21,333
-5%
Ishares TRDSI
Share
0.3%
Value
$2m
Shares
17,168
-4%
Vanguard Index FDSVB
Share
0.3%
Value
$2m
Shares
7,945
Held
Dimensional ETF TrustDFAI
Share
0.2%
Value
$2m
Shares
58,048
New
Nushares ETF TRNULV
Share
0.2%
Value
$2m
Shares
44,588
Held
Cisco SystemsCSCO
Share
0.2%
Value
$2m
Shares
18,383
+84%
Eli LillyLLY
Share
0.2%
Value
$2m
Shares
1,757
+11%
AbbVieABBV
Share
0.2%
Value
$2m
Shares
7,998
+2%
Ishares TRIWF
Share
0.2%
Value
$2m
Shares
16,029
-9%
EA Series TrustAAEQ
Share
0.2%
Value
$2m
Shares
37,219
Held
Ishares TRIJH
Share
0.2%
Value
$2m
Shares
25,391
Held
Applied MaterialsAMAT
Share
0.2%
Value
$2m
Shares
2,706
+100%
Toll BrothersTOL
Share
0.2%
Value
$2m
Shares
11,828
Held
Ishares TRIWD
Share
0.2%
Value
$2m
Shares
7,953
New
Dimensional ETF TrustDFSV
Share
0.2%
Value
$2m
Shares
48,571
+51%
Colgate-PalmoliveCL
Share
0.2%
Value
$2m
Shares
19,211
+37%
MastercardMA
Share
0.2%
Value
$2m
Shares
3,345
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$2m
Shares
12,544
+10%
Nushares ETF TRNUSC
Share
0.2%
Value
$2m
Shares
32,305
Held
American Centy ETF TRAVSD
Share
0.2%
Value
$2m
Shares
20,146
-3%
WalmartWMT
Share
0.2%
Value
$2m
Shares
13,701
+38%
Dimensional ETF TrustDFAC
Share
0.2%
Value
$2m
Shares
34,320
New
Goldman Sachs GroupGS
Share
0.2%
Value
$2m
Shares
1,505
+79%
Vanguard Index FDSVOE
Share
0.2%
Value
$2m
Shares
7,635
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$1m
Shares
3,603
+8%
Ishares TRDMXF
Share
0.2%
Value
$1m
Shares
17,654
-3%
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$1m
Shares
6,826
New
EA Series TrustAAUS
Share
0.1%
Value
$1m
Shares
23,350
Held
Delta Air LinesDAL
Share
0.1%
Value
$1m
Shares
14,721
New
RTXRTX
Share
0.1%
Value
$1m
Shares
7,075
+32%
Nushares ETF TRNUMV
Share
0.1%
Value
$1m
Shares
28,990
Held
CitigroupC
Share
0.1%
Value
$1m
Shares
8,790
+247%
General ElectricGE
Share
0.1%
Value
$1m
Shares
3,270
+4%
ChevronCVX
Share
0.1%
Value
$1m
Shares
7,278
+75%
Costco WholesaleCOST
Share
0.1%
Value
$1m
Shares
1,272
Held
Nushares ETF TRNUMG
Share
0.1%
Value
$1m
Shares
25,072
Held
Bank of AmericaBAC
Share
0.1%
Value
$1m
Shares
20,440
+34%
Home DepotHD
Share
0.1%
Value
$1m
Shares
3,270
+42%
TD SynnexSNX
Share
0.1%
Value
$1m
Shares
4,217
New
EOG ResourcesEOG
Share
0.1%
Value
$1m
Shares
8,616
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	13.9%	$134m	361,842	Held
Ishares TRIEFA	5.4%	$51m	532,594	Held
EA Series TrustIVAL	4.5%	$43m	1,268,919	+2%
EA Series TrustQMOM	3.4%	$32m	411,612	Held
EA Series TrustITAN	3.3%	$31m	747,367	+2%
Schwab Strategic TRSCHF	3.1%	$30m	1,076,142	+2%
Cambria ETF TRSYLD	3.1%	$30m	374,169	+3%
Spdr Series TrustHYMB	3.0%	$29m	1,137,661	+4%
AppleAAPL	2.1%	$21m	71,400	+5%
Spdr Series TrustTFI	2.1%	$21m	449,303	+2%
Wisdomtree TRIQDG	2.0%	$20m	454,107	+5%
Wisdomtree TRDLN	2.0%	$19m	198,080	Held
Dimensional ETF TrustDFCF	1.9%	$19m	442,818	+2%
Schwab Strategic TRSCHZ	1.8%	$18m	756,987	+2%
American Centy ETF TRAVUV	1.7%	$16m	130,028	+3%
NvidiaNVDA	1.6%	$16m	78,131	+9%
Vaneck ETF TrustHYD	1.6%	$15m	299,809	Held
Ishares TRIVV	1.6%	$15m	20,525	+14%
Schwab Strategic TRSCHG	1.5%	$14m	421,950	Held
Ishares TRMUB	1.4%	$13m	123,079	+9%
Schwab Strategic TRSCHX	1.3%	$12m	412,375	Held
MicrosoftMSFT	1.0%	$10m	26,190	+4%
RBB FDTBIL	1.0%	$10m	194,142	+47%
Vanguard Tax-Managed FDSVEA	1.0%	$9m	130,065	Held
Vanguard Index FDSVUG	0.8%	$8m	89,754	Held
AlphabetGOOGL	0.7%	$7m	18,709	+4%
Amazon.comAMZN	0.7%	$7m	27,651	+14%
Dimensional ETF TrustDFAU	0.7%	$6m	122,778	New
Ishares TREFG	0.7%	$6m	50,284	Held
Invesco Exch Traded FD TR IIIFLN	0.6%	$6m	320,350	Held
Meta PlatformsMETA	0.6%	$6m	10,259	+15%
Micron TechnologyMU	0.6%	$5m	4,685	+9%
J P Morgan Exchange Traded FJMST	0.6%	$5m	105,003	+114%
State STR Spdr S&P 500 ETF TSPY	0.6%	$5m	7,148	+13%
Vanguard Star FDSVXUS	0.5%	$5m	59,570	Held
BroadcomAVGO	0.5%	$5m	13,415	+34%
Advanced Micro DevicesAMD	0.5%	$5m	8,193	+5%
AlphabetGOOG	0.5%	$5m	13,423	+30%
AmgenAMGN	0.5%	$5m	12,937	-3%
JPMorgan ChaseJPM	0.5%	$4m	13,585	+6%
American Centy ETF TRAVUS	0.5%	$4m	34,245	+115%
VisaV	0.4%	$4m	11,556	Held
Vanguard Index FDSVOO	0.4%	$4m	5,194	-8%
Berkshire HathawayBRK-B	0.4%	$4m	7,113	+4%
Schwab Strategic TRSCHM	0.4%	$3m	94,251	-3%
Vanguard Index FDSVO	0.3%	$3m	39,478	Held
Schwab Strategic TRSCHA	0.3%	$3m	87,893	Held
Invesco QQQ TRQQQ	0.3%	$3m	4,254	-8%
Johnson & JohnsonJNJ	0.3%	$3m	12,023	+53%
EA Series TrustBOXX	0.3%	$3m	26,053	+5%
Schwab Strategic TRSCHD	0.3%	$3m	94,514	Held
Ishares TRIWM	0.3%	$3m	9,701	Held
Ishares TREFV	0.3%	$3m	37,314	-2%
CompassCOMP	0.3%	$3m	229,678	Held
Dimensional ETF TrustDFSI	0.3%	$3m	61,850	-2%
TeslaTSLA	0.3%	$3m	6,324	Held
Ishares TRIJR	0.3%	$3m	17,635	Held
Ishares TRIXUS	0.3%	$3m	26,994	Held
State STR Spdr S&P Midcap 40MDY	0.3%	$3m	3,649	Held
EA Series TrustAAUA	0.3%	$3m	44,451	New
Nushares ETF TRNULG	0.3%	$2m	21,333	-5%
Ishares TRDSI	0.3%	$2m	17,168	-4%
Vanguard Index FDSVB	0.3%	$2m	7,945	Held
Dimensional ETF TrustDFAI	0.2%	$2m	58,048	New
Nushares ETF TRNULV	0.2%	$2m	44,588	Held
Cisco SystemsCSCO	0.2%	$2m	18,383	+84%
Eli LillyLLY	0.2%	$2m	1,757	+11%
AbbVieABBV	0.2%	$2m	7,998	+2%
Ishares TRIWF	0.2%	$2m	16,029	-9%
EA Series TrustAAEQ	0.2%	$2m	37,219	Held
Ishares TRIJH	0.2%	$2m	25,391	Held
Applied MaterialsAMAT	0.2%	$2m	2,706	+100%
Toll BrothersTOL	0.2%	$2m	11,828	Held
Ishares TRIWD	0.2%	$2m	7,953	New
Dimensional ETF TrustDFSV	0.2%	$2m	48,571	+51%
Colgate-PalmoliveCL	0.2%	$2m	19,211	+37%
MastercardMA	0.2%	$2m	3,345	Held
ExxonMobil HoldingsXOM	0.2%	$2m	12,544	+10%
Nushares ETF TRNUSC	0.2%	$2m	32,305	Held
American Centy ETF TRAVSD	0.2%	$2m	20,146	-3%
WalmartWMT	0.2%	$2m	13,701	+38%
Dimensional ETF TrustDFAC	0.2%	$2m	34,320	New
Goldman Sachs GroupGS	0.2%	$2m	1,505	+79%
Vanguard Index FDSVOE	0.2%	$2m	7,635	Held
UnitedHealth GroupUNH	0.2%	$1m	3,603	+8%
Ishares TRDMXF	0.2%	$1m	17,654	-3%
Invesco Exchange Traded FD TRSP	0.2%	$1m	6,826	New
EA Series TrustAAUS	0.1%	$1m	23,350	Held
Delta Air LinesDAL	0.1%	$1m	14,721	New
RTXRTX	0.1%	$1m	7,075	+32%
Nushares ETF TRNUMV	0.1%	$1m	28,990	Held
CitigroupC	0.1%	$1m	8,790	+247%
General ElectricGE	0.1%	$1m	3,270	+4%
ChevronCVX	0.1%	$1m	7,278	+75%
Costco WholesaleCOST	0.1%	$1m	1,272	Held
Nushares ETF TRNUMG	0.1%	$1m	25,072	Held
Bank of AmericaBAC	0.1%	$1m	20,440	+34%
Home DepotHD	0.1%	$1m	3,270	+42%
TD SynnexSNX	0.1%	$1m	4,217	New
EOG ResourcesEOG	0.1%	$1m	8,616	New

Showing the largest 100 of 350.

Options (6)

State STR Spdr S&P 500 ETF TSPY
Type
Put
Value
$1m
Contracts
2,000
UnitedHealth GroupUNH
Type
Put
Value
$748,134
Contracts
1,800
Invesco QQQ TRQQQ
Type
Put
Value
$589,120
Contracts
800
MicrosoftMSFT
Type
Call
Value
$559,530
Contracts
1,500
VisaV
Type
Put
Value
$411,708
Contracts
1,200
NvidiaNVDA
Type
Call
Value
$300,135
Contracts
1,500

Company	Type	Value	Contracts
State STR Spdr S&P 500 ETF TSPY	Put	$1m	2,000
UnitedHealth GroupUNH	Put	$748,134	1,800
Invesco QQQ TRQQQ	Put	$589,120	800
MicrosoftMSFT	Call	$559,530	1,500
VisaV	Put	$411,708	1,200
NvidiaNVDA	Call	$300,135	1,500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 25.5% since 30 June 2025.

Where the money is

Technology8.9%

Financial services3.2%

Health care2.4%

Industrials2.2%

Retail & consumer2.1%

Media & telecom2.1%

Everyday goods1.0%

Energy0.6%

Real estate0.5%

Utilities0.4%

Materials0.4%

Other76.2%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.