Universe · entity

Revolve Wealth Partners, LLC

Institutional manager (13F) · CIK 1808992
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $654M
#IssuerValueShares
1VANGUARD INDEX FDS$114M355,863
2ISHARES TR$47M522,492
3EA SERIES TRUST$42M1,242,115
4EA SERIES TRUST$28M405,534
5CAMBRIA ETF TR$27M364,183
6SPDR SERIES TRUST$27M1,088,948
7EA SERIES TRUST$26M731,857
8SCHWAB STRATEGIC TR$26M1,050,120
9SPDR SERIES TRUST$20M439,995
10DIMENSIONAL ETF TRUST$18M433,572
11WISDOMTREE TR$18M197,288
12WISDOMTREE TR$17M432,796
13APPLE INC$17M67,926
14SCHWAB STRATEGIC TR$17M739,543
15VANECK ETF TRUST$15M295,300
16AMERICAN CENTY ETF TR$14M125,794
17NVIDIA CORPORATION$12M71,609
18SCHWAB STRATEGIC TR$12M422,617
19ISHARES TR$12M112,771
20ISHARES TR$12M17,964
21SCHWAB STRATEGIC TR$11M413,626
22MICROSOFT CORP$9M25,107
23VANGUARD TAX-MANAGED FDS$8M128,648
24RBB FD INC$7M131,872
25VANGUARD INDEX FDS$7M14,946
26ISHARES TR$6M51,263
27INVESCO EXCH TRADED FD TR II$6M314,354
28ALPHABET INC$5M18,027
29META PLATFORMS INC$5M8,943
30AMAZON COM INC$5M24,210
31AMGEN INC$5M13,298
32VANGUARD STAR FDS$5M59,499
33STATE STR SPDR S&P 500 ETF T$4M6,346
34JPMORGAN CHASE & CO$4M12,789
35VISA INC$4M11,684
36VANGUARD INDEX FDS$3M5,632
37BERKSHIRE HATHAWAY INC DEL$3M6,841
38BROADCOM INC$3M10,035
39SCHWAB STRATEGIC TR$3M96,754
40ALPHABET INC$3M10,291
41SCHWAB STRATEGIC TR$3M94,546
42EA SERIES TRUST$3M24,884
43VANGUARD INDEX FDS$3M9,889
44ISHARES TR$3M38,152
45DIMENSIONAL ETF TRUST$3M63,413
46INVESCO QQQ TR$3M4,640
47SCHWAB STRATEGIC TR$3M88,746
48J P MORGAN EXCHANGE TRADED F$3M49,065
49ISHARES TR$2M9,765
50ISHARES TR$2M27,170
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.