EdgeMarket › What Revolve Wealth Partners, Llc reported owning
What Revolve Wealth Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
769.9MPositions
230Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 114.2M | 14.8% | 355.9K | 378.24 | +20.5% |
| IEFA iShares Core MSCI EAFE ETF | 47.3M | 6.1% | 522.5K | 100.85 | +16.8% |
| IVAL Alpha Architect International Quantitative Val | 42.2M | 5.5% | 1.2M | 37.23 | +25.1% |
| QMOM Alpha Architect U.S. Quantitative Momentum ETF | 27.7M | 3.6% | 405.5K | 75.01 | +20.7% |
| SYLD Cambria Shareholder Yield ETF | 27.5M | 3.6% | 364.2K | 86.62 | +28.5% |
| HYMB State Street SPDR Nuveen ICE High Yield Munici | 27.0M | 3.5% | 1.1M | 24.81 | +2.6% |
| ITAN Sparkline Intangible Value ETF | 26.2M | 3.4% | 731.9K | 44.74 | +34.7% |
| SCHF Schwab International Equity ETF | 26.0M | 3.4% | 1.1M | 28.46 | +24.7% |
| TFI State Street SPDR Nuveen ICE Municipal Bond ET | 19.9M | 2.6% | 440.0K | 44.87 | +0.7% |
| DFCF Dimensional Core Fixed Income ETF | 18.3M | 2.4% | 433.6K | 41.47 | -1.9% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 17.6M | 2.3% | 197.3K | 100.73 | +18.5% |
| IQDG WisdomTree International Quality Dividend Grow | 17.4M | 2.3% | 432.8K | 44.71 | +14.4% |
| AAPL Apple Inc. | 17.2M | 2.2% | 67.9K | 309.35 | +36.9% |
| SCHZ Schwab US Aggregate Bond ETF | 17.2M | 2.2% | 739.5K | 22.77 | -1.8% |
| HYD VanEck High Yield Muni ETF | 14.8M | 1.9% | 295.3K | 50.21 | +1.9% |
| AVUV Avantis U.S. Small Cap Value ETF | 13.9M | 1.8% | 125.8K | 126.45 | +33.2% |
| NVDA NVIDIA CORP | 12.5M | 1.6% | 71.6K | 214.72 | +22.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 12.3M | 1.6% | 422.6K | 35.32 | +17.3% |
| MUB iShares National Muni Bond ETF | 12.0M | 1.6% | 112.8K | 105.34 | +1.2% |
| IVV iShares Core S&P 500 ETF | 11.7M | 1.5% | 18.0K | 769.31 | +20.0% |
| SCHX Schwab U.S. Large-Cap ETF | 10.6M | 1.4% | 413.6K | 30.21 | +19.6% |
| MSFT MICROSOFT CORP | 9.3M | 1.2% | 25.1K | 483.24 | -4.4% |
| VEA Vanguard FTSE Developed Markets ETF | 8.2M | 1.1% | 128.6K | 73.42 | +24.7% |
| TBIL F/m US Treasury 3 Month Bill Fund | 6.6M | 0.9% | 131.9K | 49.99 | +0.1% |
| VUG Vanguard Morningstar Growth ETF | 6.5M | 0.8% | 14.9K | 87.50 | +15.9% |
| EFG iShares MSCI EAFE Growth ETF | 5.7M | 0.7% | 51.3K | 125.70 | +12.3% |
| IFLN Invesco Bloomberg Enhanced Fallen Angels ETF | 5.6M | 0.7% | 314.4K | 18.25 | -0.7% |
| GOOGL Alphabet Inc. | 5.2M | 0.7% | 18.0K | 344.82 | +73.0% |
| META Meta Platforms, Inc. | 5.1M | 0.7% | 8.9K | 549.90 | -26.5% |
| AMZN AMAZON COM INC | 5.0M | 0.7% | 24.2K | 258.63 | +15.6% |
| AMGN AMGEN INC | 4.7M | 0.6% | 13.3K | 439.33 | +48.2% |
| VXUS Vanguard Total International Stock ETF | 4.6M | 0.6% | 59.5K | 87.71 | +22.7% |
| SPY SPDR S&P 500 ETF TRUST | 4.1M | 0.5% | 6.3K | 765.72 | +20.0% |
| JPM JPMORGAN CHASE & CO | 3.8M | 0.5% | 12.8K | 351.58 | +20.3% |
| V VISA INC. | 3.5M | 0.5% | 11.7K | 371.04 | +7.9% |
| VOO Vanguard S&P 500 ETF | 3.4M | 0.4% | 5.6K | 703.71 | +20.0% |
| unmapped CUSIP 084670702 | 3.3M | 0.4% | 6.8K | — | — |
| AVGO Broadcom Inc. | 3.1M | 0.4% | 10.0K | 368.45 | +26.5% |
| SCHM Schwab U.S. Mid Cap ETF | 3.0M | 0.4% | 96.8K | 36.16 | +25.4% |
| GOOG Alphabet Inc. | 3.0M | 0.4% | 10.3K | 341.75 | +70.7% |
| SCHD Schwab US Dividend Equity ETF | 2.9M | 0.4% | 94.5K | 35.11 | +27.6% |
| BOXX Alpha Architect 1-3 Month Box ETF | 2.9M | 0.4% | 24.9K | 117.96 | +4.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 2.8M | 0.4% | 9.9K | 82.97 | +15.9% |
| EFV iShares MSCI EAFE Value ETF | 2.8M | 0.4% | 38.2K | 82.23 | +21.4% |
| DFSI Dimensional International Sustainability Core | 2.7M | 0.3% | 63.4K | 47.37 | +16.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 2.7M | 0.3% | 4.6K | 713.44 | +26.1% |
| SCHA Schwab U.S. Small-Cap ETF | 2.6M | 0.3% | 88.7K | 34.83 | +32.4% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 2.5M | 0.3% | 49.1K | 50.92 | -0.1% |
| IWM iShares Russell 2000 ETF | 2.4M | 0.3% | 9.8K | 299.96 | +33.1% |
| IXUS iShares Core MSCI Total International Stock ET | 2.4M | 0.3% | 27.2K | 97.94 | +22.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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