Universe · entity
Revolve Wealth Partners, LLC
Institutional manager (13F) · CIK 1808992
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $654M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $114M | 355,863 |
| 2 | ISHARES TR | $47M | 522,492 |
| 3 | EA SERIES TRUST | $42M | 1,242,115 |
| 4 | EA SERIES TRUST | $28M | 405,534 |
| 5 | CAMBRIA ETF TR | $27M | 364,183 |
| 6 | SPDR SERIES TRUST | $27M | 1,088,948 |
| 7 | EA SERIES TRUST | $26M | 731,857 |
| 8 | SCHWAB STRATEGIC TR | $26M | 1,050,120 |
| 9 | SPDR SERIES TRUST | $20M | 439,995 |
| 10 | DIMENSIONAL ETF TRUST | $18M | 433,572 |
| 11 | WISDOMTREE TR | $18M | 197,288 |
| 12 | WISDOMTREE TR | $17M | 432,796 |
| 13 | APPLE INC | $17M | 67,926 |
| 14 | SCHWAB STRATEGIC TR | $17M | 739,543 |
| 15 | VANECK ETF TRUST | $15M | 295,300 |
| 16 | AMERICAN CENTY ETF TR | $14M | 125,794 |
| 17 | NVIDIA CORPORATION | $12M | 71,609 |
| 18 | SCHWAB STRATEGIC TR | $12M | 422,617 |
| 19 | ISHARES TR | $12M | 112,771 |
| 20 | ISHARES TR | $12M | 17,964 |
| 21 | SCHWAB STRATEGIC TR | $11M | 413,626 |
| 22 | MICROSOFT CORP | $9M | 25,107 |
| 23 | VANGUARD TAX-MANAGED FDS | $8M | 128,648 |
| 24 | RBB FD INC | $7M | 131,872 |
| 25 | VANGUARD INDEX FDS | $7M | 14,946 |
| 26 | ISHARES TR | $6M | 51,263 |
| 27 | INVESCO EXCH TRADED FD TR II | $6M | 314,354 |
| 28 | ALPHABET INC | $5M | 18,027 |
| 29 | META PLATFORMS INC | $5M | 8,943 |
| 30 | AMAZON COM INC | $5M | 24,210 |
| 31 | AMGEN INC | $5M | 13,298 |
| 32 | VANGUARD STAR FDS | $5M | 59,499 |
| 33 | STATE STR SPDR S&P 500 ETF T | $4M | 6,346 |
| 34 | JPMORGAN CHASE & CO | $4M | 12,789 |
| 35 | VISA INC | $4M | 11,684 |
| 36 | VANGUARD INDEX FDS | $3M | 5,632 |
| 37 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,841 |
| 38 | BROADCOM INC | $3M | 10,035 |
| 39 | SCHWAB STRATEGIC TR | $3M | 96,754 |
| 40 | ALPHABET INC | $3M | 10,291 |
| 41 | SCHWAB STRATEGIC TR | $3M | 94,546 |
| 42 | EA SERIES TRUST | $3M | 24,884 |
| 43 | VANGUARD INDEX FDS | $3M | 9,889 |
| 44 | ISHARES TR | $3M | 38,152 |
| 45 | DIMENSIONAL ETF TRUST | $3M | 63,413 |
| 46 | INVESCO QQQ TR | $3M | 4,640 |
| 47 | SCHWAB STRATEGIC TR | $3M | 88,746 |
| 48 | J P MORGAN EXCHANGE TRADED F | $3M | 49,065 |
| 49 | ISHARES TR | $2M | 9,765 |
| 50 | ISHARES TR | $2M | 27,170 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.