Revolve Wealth Partners, LLC
230 holdingsFiling period: 2026-03-31Current AUM: $853.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 355.9K | $114.2M | $131.0M | 15.35% | -30,467 | 2026-03-31 |
| 2 | IEFA | ISHARES TR | 522.5K | $47.3M | $51.3M | 6.01% | -60,792 | 2026-03-31 |
| 3 | IVAL | EA SERIES TRUST | 1.24M | $42.2M | $44.9M | 5.27% | -147,377 | 2026-03-31 |
| 4 | QMOM | EA SERIES TRUST | 405.5K | $27.7M | $29.9M | 3.50% | -22,735 | 2026-03-31 |
| 5 | SYLD | CAMBRIA ETF TR | 364.2K | $27.5M | $30.3M | 3.55% | -22,806 | 2026-03-31 |
| 6 | HYMB | SPDR SERIES TRUST | 1.09M | $27.0M | $27.1M | 3.18% | +26.2K | 2026-03-31 |
| 7 | ITAN | EA SERIES TRUST | 731.9K | $26.2M | $31.3M | 3.67% | -60,926 | 2026-03-31 |
| 8 | SCHF | SCHWAB STRATEGIC TR | 1.05M | $26.0M | $28.8M | 3.37% | +1.5K | 2026-03-31 |
| 9 | TFI | SPDR SERIES TRUST | 440.0K | $19.9M | $19.8M | 2.31% | -1,936 | 2026-03-31 |
| 10 | DFCF | DIMENSIONAL ETF TRUST | 433.6K | $18.3M | $18.0M | 2.11% | +8.3K | 2026-03-31 |
| 11 | DLN | WISDOMTREE TR | 197.3K | $17.6M | $19.4M | 2.28% | -14,975 | 2026-03-31 |
| 12 | IQDG | WISDOMTREE TR | 432.8K | $17.4M | $18.9M | 2.21% | -34,185 | 2026-03-31 |
| 13 | AAPL | APPLE INC | 67.9K | $17.2M | $21.0M | 2.46% | -2,947 | 2026-03-31 |
| 14 | SCHZ | SCHWAB STRATEGIC TR | 739.5K | $17.2M | $16.8M | 1.97% | -50,061 | 2026-03-31 |
| 15 | HYD | VANECK ETF TRUST | 295.3K | $14.8M | $14.8M | 1.74% | -5,936 | 2026-03-31 |
| 16 | AVUV | AMERICAN CENTY ETF TR | 125.8K | $13.9M | $15.8M | 1.85% | -8,546 | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 71.6K | $12.5M | $14.4M | 1.68% | +166 | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 422.6K | $12.3M | $14.4M | 1.69% | -29,320 | 2026-03-31 |
| 19 | MUB | ISHARES TR | 112.8K | $12.0M | $11.9M | 1.40% | -35,979 | 2026-03-31 |
| 20 | IVV | ISHARES TR | 18.0K | $11.7M | $13.5M | 1.58% | +422 | 2026-03-31 |
| 21 | SCHX | SCHWAB STRATEGIC TR | 413.6K | $10.6M | $12.2M | 1.43% | -17,114 | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 25.1K | $9.3M | $11.7M | 1.37% | -1,854 | 2026-03-31 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | 128.6K | $8.2M | $9.1M | 1.06% | -10,575 | 2026-03-31 |
| 24 | TBIL | RBB FD INC | 131.9K | $6.6M | $6.6M | 0.77% | -353,700 | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 14.9K | $6.5M | $7.6M | 0.90% | -564 | 2026-03-31 |
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