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Revolve Wealth Partners, LLC

353 holdingsFiling period: 2026-06-30Current AUM: $974.5Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1VTIVANGUARD INDEX FDS361.8K$133.9M$134.9M13.84%+6.0K2026-06-30
2IEFAISHARES TR532.6K$51.4M$52.4M5.37%+10.1K2026-06-30
3IVALEA SERIES TRUST1.27M$43.2M$47.0M4.82%+26.8K2026-06-30
4QMOMEA SERIES TRUST411.6K$32.4M$29.6M3.04%+6.1K2026-06-30
5ITANEA SERIES TRUST747.4K$31.3M$33.4M3.43%+15.5K2026-06-30
6SCHFSCHWAB STRATEGIC TR1.08M$29.8M$29.9M3.06%+26.0K2026-06-30
7SYLDCAMBRIA ETF TR374.2K$29.6M$32.0M3.28%+10.0K2026-06-30
8HYMBSPDR SERIES TRUST1.14M$28.9M$27.4M2.81%+48.7K2026-06-30
9AAPLAPPLE INC71.4K$20.7M$23.7M2.43%+3.5K2026-06-30
10TFISPDR SERIES TRUST449.3K$20.6M$19.6M2.01%+9.3K2026-06-30
11IQDGWISDOMTREE TR454.1K$19.6M$19.6M2.02%+21.3K2026-06-30
12DLNWISDOMTREE TR198.1K$19.1M$19.7M2.02%+7922026-06-30
13DFCFDIMENSIONAL ETF TRUST442.8K$18.7M$18.1M1.86%+9.2K2026-06-30
14SCHZSCHWAB STRATEGIC TR757.0K$17.5M$17.0M1.74%+17.4K2026-06-30
15AVUVAMERICAN CENTY ETF TR130.0K$16.2M$16.1M1.65%+4.2K2026-06-30
16NVDANVIDIA CORPORATION79.6K$15.9M$16.9M1.73%+8.0K2026-06-30
17HYDVANECK ETF TRUST299.8K$15.4M$14.6M1.50%+4.5K2026-06-30
18IVVISHARES TR20.5K$15.4M$15.6M1.60%+2.6K2026-06-30
19SCHGSCHWAB STRATEGIC TR421.9K$14.3M$14.8M1.52%-6672026-06-30
20MUBISHARES TR123.1K$13.2M$12.7M1.30%+10.3K2026-06-30
21SCHXSCHWAB STRATEGIC TR412.4K$12.1M$12.3M1.26%-1,2512026-06-30
22MSFTMICROSOFT CORP27.7K$10.3M$13.8M1.41%+2.6K2026-06-30
23TBILRBB FD INC194.1K$9.7M$9.7M0.99%+62.3K2026-06-30
24VEAVANGUARD TAX-MANAGED FDS130.1K$9.3M$9.3M0.95%+1.4K2026-06-30
25VUGVANGUARD INDEX FDS89.8K$7.7M$7.8M0.80%+74.8K2026-06-30
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