StockDriftsStockDriftsTop 50 Revolve Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.93% | 361.8K | $133.9M | +1.68%(+5.98K) | $210.57(+82.06%) | 2026-06-30 | |
| IEFA | ISHARES TR | 5.35% | 532.6K | $51.4M | +1.93%(+10.10K) | $71.14(+42.42%) | 2026-06-30 | |
| IVAL | EA SERIES TRUST | 4.5% | 1.27M | $43.2M | +2.16%(+26.80K) | $25.55(+42.96%) | 2026-06-30 | |
| QMOM | EA SERIES TRUST | 3.37% | 411.6K | $32.4M | +1.50%(+6.08K) | $48.53(+59.26%) | 2026-06-30 | |
| ITAN | EA SERIES TRUST | 3.25% | 747.4K | $31.3M | +2.12%(+15.51K) | $23.80(+89.36%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 3.1% | 1.08M | $29.8M | +2.48%(+26.02K) | $19.30(+48.48%) | 2026-06-30 | |
| SYLD | CAMBRIA ETF TR | 3.08% | 374.2K | $29.6M | +2.74%(+9.99K) | $62.12(+38.91%) | 2026-06-30 | |
| HYMB | SPDR SERIES TRUST | 3.01% | 1.14M | $28.9M | +4.47%(+48.71K) | $26.44(-5.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.15% | 71.4K | $20.7M | +5.11%(+3.47K) | $182.54(+67.30%) | 2026-06-30 | |
| TFI | SPDR SERIES TRUST | 2.14% | 449.3K | $20.6M | +2.12%(+9.31K) | $47.90(-6.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.03% | +44.40% | — | — | +27.84% |
| Top 20 Holdings Unweighted | +12.29% | +41.58% | — | — | +23.32% |
Revolve Wealth Partners, LLC reports $965.20M in US-listed equity holdings across 350 positions in its most recent 13F filing. Its largest disclosed positions are VTI (13.9%), IEFA (5.3%) and IVAL (4.5%). The top 20 holdings account for 61.07% of reported assets. Its disclosed equity book has returned +44.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Revolve Wealth Partners, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Revolve Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1808992). View Revolve Wealth Partners, LLC’s 13F filings on SEC