Latest Revolve Wealth Partners, LLC Stock Portfolio

Revolve Wealth Partners, LLC Performance:

2026 Q1: -1.63%YTD: -1.63%2025: 13.6%

Performance for 2026 Q1 is -1.63%, and YTD is -1.63%, and 2025 is 13.6%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Revolve Wealth Partners, LLC reported an equity portfolio of $769.9 Millions as of 31 Mar, 2026.

The top stock holdings of Revolve Wealth Partners, LLC are VB, IBCE, BOB. The fund has invested 14.8% of it's portfolio in VANGUARD INDEX FDS and 6.1% of portfolio in ISHARES TR.

The fund managers got completely rid off EQUINIX INC (EQIX), CROWDSTRIKE HLDGS INC (CRWD) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), RBB FD INC (EERN) and BITWISE 10 CRYPTO INDEX ETF (BITW). Revolve Wealth Partners, LLC opened new stock positions in NORTHROP GRUMMAN CORP (NOC), ALTRIA GROUP INC (MO) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST (BOB), J P MORGAN EXCHANGE TRADED F (BBAX) and GE AEROSPACE (GE).

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

Our best estimate is that Revolve Wealth Partners, LLC made a return of -1.63% in the last quarter. In trailing 12 months, it's portfolio return was 14.23%.

Performance
S&P 500

New Buys

Ticker	$ Bought
northrop grumman corp	241,513
altria group inc	236,437
intel corp	235,125
bristol-myers squibb co	233,197
ross stores inc	224,645
williams cos inc	219,723
kroger co	217,898
lockheed martin corp	217,229

New stocks bought by Revolve Wealth Partners, LLC

Additions

Ticker	% Inc.
ea series trust	1,131
j p morgan exchange traded f	260
ge aerospace	46.63
arista networks inc	34.69
ge vernova inc	33.98
veeva sys inc	22.87
invesco qqq tr	20.8
mckesson corp	16.67

Additions to existing portfolio by Revolve Wealth Partners, LLC

Reductions

Ticker	% Reduced
ishares tr	-83.95
rbb fd inc	-72.84
bitwise 10 crypto index etf	-71.31
shopify inc	-66.13
amphenol corp	-59.28
tesla inc	-58.19
schwab strategic tr	-52.39
ea series trust	-38.88

Revolve Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
vanguard charlotte fds	-272,669
equinix inc	-1,835,720
ishares tr	-208,292
ishares tr	-363,018
ishares tr	-209,754
select sector spdr tr	-206,184
3m co	-201,005
invesco exchange traded fd t	-234,897

Revolve Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Revolve Wealth Partners, LLC has about 80% of it's holdings in Others sector.

Sector	%
Others	80
Technology	9.3
Healthcare	2.2
Financial Services	2
Communication Services	2
Consumer Cyclical	1.7

Market Cap. Distribution

Revolve Wealth Partners, LLC has about 17.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	80
MEGA-CAP	13.3
LARGE-CAP	4.1
SMALL-CAP	2.3

Stocks belong to which Index?

About 19.5% of the stocks held by Revolve Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	80.5
S&P 500	17
RUSSELL 2000	2.5

Top 5 Winners (%)		%
WTI	w & t offshore inc	102.9 %
RIG	transocean ltd	60.4 %
XOM	exxon mobil corp	40.9 %
CVX	chevron corporation	34.9 %
AMAT	applied matls inc	32.0 %

Top 5 Winners ($)		$
BOB	ea series trust	3.3 M
BLDG	cambria etf tr	2.2 M
BOB	ea series trust	1.3 M
AEMB	american centy etf tr	1.1 M
FNDA	schwab strategic tr	0.7 M

Top 5 Losers (%)		%
BLND	blend labs inc	-43.9 %
APP	applovin corp	-38.4 %
INTU	intuit	-34.0 %
NOW	servicenow inc	-31.1 %
COMP	compass inc	-30.8 %

Top 5 Losers ($)		$
VB	vanguard index fds	-5.4 M
MSFT	microsoft corp	-3.0 M
FNDA	schwab strategic tr	-1.5 M
AAPL	apple inc	-1.3 M
BOB	ea series trust	-0.9 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 229 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BOB was the most profitable stock for Revolve Wealth Partners, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.24	67,926	17,238,900	reduced	-4.16

AAXJ	ishares tr	1.55	112,771	11,970,600	reduced	-24.19

AAXJ	ishares tr	0.74	51,263	5,709,180	added	0.32

AAXJ	ishares tr	0.37	38,152	2,836,590	added	2.66

AAXJ	ishares tr	0.28	17,809	2,158,270	reduced	-0.97

AAXJ	ishares tr	0.07	4,954	527,601	reduced	-2.44

AAXJ	ishares tr	0.03	4,742	251,895	reduced	-83.95

ABBV	abbvie inc	0.22	7,821	1,701,000	added	3.53

ABT	abbott laboratories	0.05	3,802	390,395	reduced	-17.49

ADBE	adobe inc	0.04	1,203	292,425	reduced	-8.79

ADI	analog devices inc	0.08	1,964	624,827	reduced	-13.86

AEMB	american centy etf tr	1.80	125,794	13,896,400	reduced	-6.36

AEMB	american centy etf tr	0.23	15,952	1,773,540	reduced	-2.85

AEMB	american centy etf tr	0.20	20,697	1,524,270	reduced	-4.12

AEMB	american centy etf tr	0.05	4,253	360,825	unchanged	0.00

AEMB	american centy etf tr	0.04	4,111	331,388	unchanged	0.00

AGT	ishares tr	0.03	2,134	204,027	reduced	-2.91

AGZD	wisdomtree tr	2.29	197,288	17,623,700	reduced	-7.05

ALL	allstate corp	0.03	1,009	209,227	new

AMAT	applied matls inc	0.06	1,351	461,758	added	4.65