Top 50 Revolve Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.5% | 369.8K | $138.4M | +2.19%(+7.94K) | $214.03(+74.47%) | 2026-09-30 | |
| IEFA | ISHARES TR | 5.53% | 545.4K | $52.8M | +2.41%(+12.81K) | $71.71(+33.36%) | 2026-09-30 | |
| IVAL | EA SERIES TRUST | 4.98% | 1.32M | $47.5M | +3.84%(+48.76K) | $25.90(+41.29%) | 2026-09-30 | |
| ITAN | EA SERIES TRUST | 3.44% | 752.6K | $32.8M | +0.70%(+5.23K) | $23.94(+88.92%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.34% | 1.16M | $31.9M | +7.77%(+83.57K) | $19.90(+34.68%) | 2026-09-30 | |
| SYLD | CAMBRIA ETF TR | 3.2% | 379.4K | $30.6M | +1.41%(+5.26K) | $62.37(+36.51%) | 2026-09-30 | |
| QMOM | EA SERIES TRUST | 3.19% | 422.7K | $30.5M | +2.70%(+11.11K) | $49.24(+44.70%) | 2026-09-30 | |
| HYD | VANECK ETF TRUST | 2.53% | 502.7K | $24.1M | +67.68%(+202.91K) | $51.97(-5.23%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.4% | 68.7K | $22.9M | -3.74%(-2.67K) | $182.54(+89.99%) | 2026-09-30 | |
| IQDG | WISDOMTREE TR | 2.21% | 494.9K | $21.1M | +8.99%(+40.82K) | $35.71(+16.98%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.10% | โ | โ | +28.18% |
| Top 20 Holdings Unweighted | +13.33% | +45.55% | โ | โ | +23.28% |
Revolve Wealth Partners LLC reports $958.79M in US-listed equity holdings across 315 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.5%), IEFA (5.5%) and IVAL (5.0%). The top 20 holdings account for 63.51% of reported assets. Its disclosed equity book has returned +49.10% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Revolve Wealth Partners LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808992). View Revolve Wealth Partners LLCโs 13F filings on SEC