Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Revolve Wealth Partners, LLC (CIK 1808992) reported $769.9M across 227 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($114.2M, 14.83%), IEFA ($47.3M, 6.14%), IVAL ($42.2M, 5.48%), QMOM ($27.7M, 3.60%), SYLD ($27.5M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $114.2M | 14.83% | 355,863 | Trimmed |
| 2 | IEFA | ISHARES TR | $47.3M | 6.14% | 522,492 | Trimmed |
| 3 | IVAL | EA SERIES TRUST | $42.2M | 5.48% | 1.2M | Trimmed |
| 4 | QMOM | EA SERIES TRUST | $27.7M | 3.60% | 405,534 | Trimmed |
| 5 | SYLD | CAMBRIA ETF TR | $27.5M | 3.57% | 364,183 | Trimmed |
| 6 | HYMB | SPDR SERIES TRUST | $27.0M | 3.51% | 1.1M | Added |
| 7 | ITAN | EA SERIES TRUST | $26.2M | 3.41% | 731,857 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $26.0M | 3.38% | 1.1M | Added |
| 9 | TFI | SPDR SERIES TRUST | $19.9M | 2.59% | 439,995 | Trimmed |
| 10 | DFCF | DIMENSIONAL ETF TRUST | $18.3M | 2.38% | 433,572 | Added |
| 11 | DLN | WISDOMTREE TR | $17.6M | 2.29% | 197,288 | Trimmed |
| 12 | IQDG | WISDOMTREE TR | $17.4M | 2.26% | 432,796 | Trimmed |
| 13 | AAPL | APPLE INC | $17.2M | 2.24% | 67,926 | Trimmed |
| 14 | SCHZ | SCHWAB STRATEGIC TR | $17.2M | 2.23% | 739,543 | Trimmed |
| 15 | HYD | VANECK ETF TRUST | $14.8M | 1.92% | 295,300 | Trimmed |
| 16 | AVUV | AMERICAN CENTY ETF TR | $13.9M | 1.81% | 125,794 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $12.5M | 1.62% | 71,609 | Added |
| 18 | SCHG | SCHWAB STRATEGIC TR | $12.3M | 1.60% | 422,617 | Trimmed |
| 19 | MUB | ISHARES TR | $12.0M | 1.55% | 112,771 | Trimmed |
| 20 | IVV | ISHARES TR | $11.7M | 1.52% | 17,964 | Added |
| 21 | SCHX | SCHWAB STRATEGIC TR | $10.6M | 1.38% | 413,626 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $9.3M | 1.21% | 25,107 | Trimmed |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $8.2M | 1.07% | 128,648 | Trimmed |
| 24 | TBIL | RBB FD INC | $6.6M | 0.85% | 131,872 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $6.5M | 0.85% | 14,946 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31