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Latest Revolve Wealth Partners, LLC Stock Portfolio

$965Million | No. of Holdings #350

Revolve Wealth Partners, LLC Performance

2026 Q2+6.01%
YTD+4.28%
2025+13.60%

About Revolve Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

On 2026-07-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Revolve Wealth Partners, LLC reported an equity portfolio of $965.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Revolve Wealth Partners, LLC are VB, IBCE, BOB. The fund has invested 13.9% of it's portfolio in VANGUARD INDEX FDS and 5.3% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), ISHARES TR (AAXJ) and NORTHROP GRUMMAN CORP (NOC) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), VANGUARD BD INDEX FDS (BIV) and SHOPIFY INC (SHOP). Revolve Wealth Partners, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), EA SERIES TRUST and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SPDR GOLD TR (GLD) and WILLIAMS COS INC (WMB).
Revolve Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 09 Jul, 2026
$965Million
  as of Jul 09, 2026

Revolve Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Revolve Wealth Partners, LLC made a return of 6.01% in the last quarter. In trailing 12 months, it's portfolio return was 12.65%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust6,346,420
ea series trust2,530,260
dimensional etf trust2,394,470
ishares tr1,928,100
dimensional etf trust1,522,440
invesco exchange traded fd t1,452,420
delta air lines inc1,378,800
td synnex corporation1,127,370
New stocks bought by Revolve Wealth Partners, LLC

Additions

Ticker% Inc.
vanguard index fds500
spdr gold tr381
williams cos inc332
vanguard index fds299
ishares tr264
citigroup inc246
mcdonalds corp208
union pac corp189
Additions to existing portfolio by Revolve Wealth Partners, LLC

Reductions

Ticker% Reduced
uber technologies inc-63.32
vanguard bd index fds-18.44
shopify inc-14.36
oneok inc new-14.23
schwab strategic tr-11.59
lowes cos inc-8.76
vanguard index fds-8.33
invesco qqq tr-8.32
Revolve Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
comcast corp new-231,160
ishares tr-251,895
kroger co-217,898
honeywell intl inc-523,336
conocophillips-213,067
lockheed martin corp-217,229
northrop grumman corp-241,513
Revolve Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Revolve Wealth Partners, LLC has about 75.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Communication Services
  • Industrials
Sector%
Others75.3
Technology10.7
Financial Services2.7
Healthcare2.4
Consumer Cyclical2.2
Communication Services2.1
Industrials2

Market Cap. Distribution

Revolve Wealth Partners, LLC has about 21.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED75.3
MEGA-CAP14.3
LARGE-CAP6.9
SMALL-CAP2.1
MID-CAP1.3

Stocks belong to which Index?

About 23.1% of the stocks held by Revolve Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others76.9
S&P 50019.9
RUSSELL 20003.2
Top 5 Winners (%)%
MU
micron technology inc
210.5 %
AMD
advanced micro devices inc
172.8 %
INTC
intel corp
150.7 %
KLAC
kla corp
100.0 %
LRCX
lam research corp
93.0 %
Top 5 Winners ($)$
VB
vanguard index fds
17.7 M
BOB
ea series trust
4.4 M
BOB
ea series trust
4.3 M
MU
micron technology inc
3.7 M
IBCE
ishares tr
3.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.8 %
INTU
intuit
-37.4 %
T
at&t inc
-27.4 %
Top 5 Losers ($)$
VB
vanguard index fds
-18.4 M
VB
vanguard index fds
-5.1 M
IJR
ishares tr
-3.1 M
XOM
exxon mobil corp
-0.4 M
NFLX
netflix inc.
-0.3 M

Revolve Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Revolve Wealth Partners, LLC

Revolve Wealth Partners, LLC has 350 stocks in it's portfolio. About 43.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Revolve Wealth Partners, LLC last quarter.

$961.10MTotal Value
357Positions
09 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Revolve Wealth Partners, LLC, last reported on 09 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
1.37%123,079
$13.25M
1.37%
increased 9.14 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.65%50,284
$6.26M
0.65%
decreased 1.91 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.3%37,314
$2.86M
0.3%
decreased 2.2 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.25%17,168
$2.44M
0.25%
decreased 3.6 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.06%4,954
$527.5K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.04%3,440
$379.6K
0.04%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.03%5,990
$248.2K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.02%2,365
$228.1K
0.02%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Revolve Wealth Partners, LLC's holding in Tidal Trust I over time
0.02%1,455
$216.6K
0.02%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Revolve Wealth Partners, LLC's holding in Ishares Tr over time
0.03%6,159
$311.5K
0.03%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Revolve Wealth Partners, LLC's holding in Ishares Inc over time
0.03%4,146
$260.6K
0.03%
new position
ADCT
Adc Therapeutics Sa

Adc Therapeutics Sa

ADCT
Revolve Wealth Partners, LLC's holding in Adc Therapeutics Sa over time
0.01%100,000
$107.0K
0.01%
new position