Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Revolve Wealth Partners, LLC (CIK 1808992) reported $965.2M across 350 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($133.9M, 13.87%), IEFA ($51.4M, 5.33%), IVAL ($43.2M, 4.48%), QMOM ($32.4M, 3.36%), ITAN ($31.3M, 3.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVANGUARD INDEX FDS$133.9M13.87%361,842Added
2IEFAISHARES TR$51.4M5.33%532,594Added
3IVALEA SERIES TRUST$43.2M4.48%1.3MAdded
4QMOMEA SERIES TRUST$32.4M3.36%411,612Added
5ITANEA SERIES TRUST$31.3M3.24%747,367Added
6SCHFSCHWAB STRATEGIC TR$29.8M3.09%1.1MAdded
7SYLDCAMBRIA ETF TR$29.6M3.07%374,169Added
8HYMBSPDR SERIES TRUST$28.9M3.00%1.1MAdded
9AAPLAPPLE INC$20.7M2.14%71,400Added
10TFISPDR SERIES TRUST$20.6M2.13%449,303Added
11IQDGWISDOMTREE TR$19.6M2.03%454,107Added
12DLNWISDOMTREE TR$19.1M1.98%198,080Added
13DFCFDIMENSIONAL ETF TRUST$18.7M1.94%442,818Added
14SCHZSCHWAB STRATEGIC TR$17.5M1.81%756,987Added
15AVUVAMERICAN CENTY ETF TR$16.2M1.68%130,028Added
16NVDANVIDIA CORPORATION$15.9M1.65%79,631Added
17HYDVANECK ETF TRUST$15.4M1.60%299,809Added
18IVVISHARES TR$15.4M1.59%20,525Added
19SCHGSCHWAB STRATEGIC TR$14.3M1.48%421,950Trimmed
20MUBISHARES TR$13.2M1.37%123,079Added
21SCHXSCHWAB STRATEGIC TR$12.1M1.26%412,375Trimmed
22MSFTMICROSOFT CORP$10.3M1.07%27,690Added
23TBILRBB FD INC$9.7M1.00%194,142Added
24VEAVANGUARD TAX-MANAGED FDS$9.3M0.96%130,065Added
25VUGVANGUARD INDEX FDS$7.7M0.80%89,754Added

Source: SEC Form 13F filings · as of 2026-06-30