Revolve Wealth Partners, LLC

CIK

1808992

Location

Hackensack, NJ

Portfolio Value

Small $241,675,005

Diversification

Diversified

Filing Date

Global Rank

#4,176 / 8,700 ▼ 1447

Top Industry

Semiconductors 15.6%

Period ended 2 months ago

Filed Jul 9, 2026 · 2mo

19 quarters · since Dec 2021

Portfolio Concentration

242 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.5%

−7.8 pts

Top 5

25.0%

−32.2 pts

Top 10

36.4%

−35.9 pts

HHI

215

Diversified−587

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	35.8%	$86,471,469	49
Financial Services	12.9%	$31,213,312	38
Healthcare	10.0%	$24,138,390	31
Consumer Cyclical	8.8%	$21,293,037	24
Industrials	8.4%	$20,302,137	41
Unclassified	6.5%	$15,728,203	8
Communication Services	6.3%	$15,119,678	8
Consumer Defensive	4.0%	$9,709,281	13
Energy	2.7%	$6,545,990	9
Real Estate	1.9%	$4,503,400	6
Utilities	1.4%	$3,481,665	9
Basic Materials	1.3%	$3,168,443	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMB	Williams Companies, Inc.	+10,050	13,069	$971,549
CSCO	Cisco Systems, Inc.	+8,405	18,383	$2,159,267
NVDA	Nvidia Corp	+8,022	79,631	$15,933,366
C	Citigroup Inc	+6,255	8,790	$1,230,248
CL	Colgate Palmolive Co	+5,232	19,211	$1,761,264
BAC	Bank Of America Corp /De/	+5,184	20,440	$1,164,671
ABT	Abbott Laboratories	+4,737	8,539	$774,828
JNJ	Johnson & Johnson	+4,176	12,023	$3,053,481
CVS	CVS HEALTH Corp	+3,973	7,093	$733,770
WMT	Walmart Inc.	+3,774	13,701	$1,551,775
AAPL	Apple Inc.	+3,474	71,400	$20,660,304
AMZN	Amazon Com Inc	+3,441	27,651	$6,590,339
AVGO	Broadcom Inc.	+3,380	13,415	$5,067,516
CVX	Chevron Corp	+3,109	7,278	$1,206,401
SPY	Spdr S&P 500 ETF Trust	+2,802	9,148	$6,831,451
NEE	Nextera Energy Inc	+2,718	7,535	$661,346
MCD	Mcdonalds Corp	+2,621	3,876	$1,047,721
MSFT	Microsoft Corp	+2,583	27,690	$10,328,923
RJF	Raymond James Financial Inc	+2,410	4,488	$682,310
GLD	Spdr Gold Trust	+2,325	2,934	$1,080,826
KLAC	Kla Corp	+2,173	2,402	$724,707
GILD	Gilead Sciences, Inc.	+1,880	5,473	$691,458
RTX	RTX Corp	+1,722	7,075	$1,342,339
UNP	Union Pacific Corp	+1,705	2,603	$708,016
INTC	Intel Corp	+1,702	7,030	$981,598
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−9,609	18,709	$6,686,035
UBER	Uber Technologies, Inc	−5,046	2,923	$210,923
T	At&T Inc.	−1,475	16,805	$347,863
CSX	Csx Corp	−1,177	17,252	$819,987
OKE	Oneok Inc /New/	−783	4,719	$410,269
AMGN	Amgen Inc	−361	12,937	$4,684,746
LEN	Lennar Corp /New/	−335	5,766	$521,765
SHOP	Shopify Inc.	−320	1,908	$217,855
BLND	Blend Labs, Inc.	−270	31,544	$53,940
MO	Altria Group, Inc.	−214	3,369	$242,399
WTI	W&T Offshore Inc	−191	10,103	$31,824
ISRG	Intuitive Surgical Inc	−115	1,742	$692,758
PLTR	Palantir Technologies Inc.	−113	6,434	$750,654
LOW	Lowes Companies Inc	−103	1,073	$236,585
DHR	Danaher Corp /De/	−62	1,846	$351,626
NFLX	Netflix Inc	−62	11,143	$795,610
BITW	Bitwise 10 Crypto Index ETF	−53	13,792	$518,303
VEEV	Veeva Systems Inc	−22	1,133	$201,073
WM	Waste Management Inc	−16	1,093	$243,607
TMO	Thermo Fisher Scientific Inc.	−8	553	$277,252
SCHW	Schwab Charles Corp	−8	2,171	$200,318
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DAL	Delta Air Lines, Inc.	14,721	$1,378,768
SNX	Td Synnex Corp	4,217	$1,127,372
EOG	Eog Resources Inc	8,616	$1,117,753
VLY	Valley National Bancorp	69,120	$1,012,608
PNC	Pnc Financial Services Group, Inc.	3,939	$969,860
BWA	Borgwarner Inc	14,400	$956,160
USFD	US Foods Holding Corp.	9,063	$926,691
STX	Seagate Technology Holdings plc	929	$896,485
COLB	Columbia Banking System, Inc.	26,900	$862,145
AME	Ametek Inc/	3,419	$827,192
SHEL	Shell plc	10,594	$821,458
CLH	Clean Harbors Inc	2,735	$817,081
CAH	Cardinal Health Inc	3,300	$783,948
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,641	$783,692
ASML	Asml Holding NV	377	$750,018
ATO	Atmos Energy Corp	3,962	$682,533
MELI	Mercadolibre Inc	376	$638,218
CW	Curtiss Wright Corp	832	$630,456
MUSA	Murphy USA Inc.	1,134	$611,078
ESI	Element Solutions Inc	12,372	$590,763
AVY	Avery Dennison Corp	3,638	$590,629
FLS	Flowserve Corp	7,955	$589,942
CSL	Carlisle Companies Inc	1,619	$587,292
ZBRA	Zebra Technologies Corp	2,077	$546,791
TGT	Target Corp	4,158	$543,076
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	408,730	$124,449,248
AAAA	Amplius Aggressive Asset Allocation ETF	2,465,432	$101,997,401
AAXJ	iShares MSCI All Country Asia ex Japan ETF	909,111	$97,220,252
FNDA	Schwab Fundamental U.S. Small Company ETF	2,983,204	$76,995,782
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	638,415	$35,330,241
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	1,099,113	$27,607,881
BLDG	Cambria Global Real Estate ETF	364,183	$27,463,040
DCOR	Dimensional US Core Equity 1 ETF	529,137	$22,120,726
—		439,995	$19,949,373
ACSG	American Century Small Cap Growth Insights ETF	170,807	$17,886,488
AFK	VanEck Africa Index ETF	295,300	$14,806,342
VEA	Vanguard FTSE Developed Markets ETF	128,648	$8,243,763
NCLO	Nuveen AA-BBB CLO ETF	154,025	$7,710,069
DYTA	SGI Dynamic Tactical ETF	136,637	$6,813,529
BAB	Invesco Taxable Municipal Bond ETF	342,056	$6,792,730
VXUS	Vanguard Total International Stock ETF	59,499	$4,587,967
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	49,065	$2,501,333
—		9,166	$1,430,997
VCRM	Vanguard Core Tax-Exempt Bond ETF	20,085	$1,002,040
VEU	Vanguard FTSE All-World Ex-US ETF	15,865	$857,503
VIG	Vanguard Dividend Appreciation ETF	3,883	$835,077
BKF	iShares MSCI BIC ETF	11,573	$657,230
CVY	Invesco Zacks Multi-Asset Income ETF	12,997	$596,172
ABI	VictoryShares Pioneer Asset-Based Income ETF	11,779	$559,855
HON	Honeywell International Inc	2,315	$523,259
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

242 tracked positions · $241,675,005 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 242 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	71,400	+3,474	$20,660,304	+19.8%	8.55%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	79,631	+8,022	$15,933,366	+27.6%	6.59%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	27,690	+2,583	$10,328,923	+11.1%	4.27%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	9,148	+2,802	$6,831,451	+65.5%	2.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,709	-9,609	$6,686,035	−17.8%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,651	+3,441	$6,590,339	+30.7%	2.73%
META	Meta Platforms, Inc. Communication Services	Added	10,259	+1,316	$5,778,792	+12.9%	2.39%
MU	Micron Technology Inc Technology	Added	4,685	+389	$5,407,848	+272.6%	2.24%
AVGO	Broadcom Inc. Technology	Added	13,415	+3,380	$5,067,516	+63.2%	2.10%
AMD	Advanced Micro Devices Inc Technology	Added	8,193	+413	$4,759,395	+200.7%	1.97%
AMGN	Amgen Inc Healthcare	Reduced	12,937	-361	$4,684,746	+0.1%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,585	+796	$4,446,778	+18.2%	1.84%
V	Visa Inc. PUT + SHARES Financial Services	Added	12,756	+1,072	$4,376,456	+23.9%	1.81%
QQQ	Invesco Qqq Trust, Series 1 PUT + SHARES	Added	5,054	+414	$3,721,765	+39.0%	1.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,113	+272	$3,559,274	+8.6%	1.47%
JNJ	Johnson & Johnson Healthcare	Added	12,023	+4,176	$3,053,481	+59.2%	1.26%
COMP	Compass, Inc. Real Estate	Added	229,678	+61	$2,831,929	+68.7%	1.17%
TSLA	Tesla, Inc. Consumer Cyclical	Added	6,324	+108	$2,659,874	+15.1%	1.10%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	3,649	0	$2,566,487	+14.0%	1.06%
UNH	Unitedhealth Group Inc PUT + SHARES Healthcare	Added	5,403	+166	$2,245,648	+58.5%	0.93%
CSCO	Cisco Systems, Inc. Technology	Added	18,383	+8,405	$2,159,267	+178.9%	0.89%
LLY	ELI LILLY & Co Healthcare	Added	1,757	+179	$2,107,398	+45.2%	0.87%
ABBV	AbbVie Inc. Healthcare	Added	7,998	+177	$2,012,616	+18.3%	0.83%
AMAT	Applied Materials Inc /De Technology	Added	2,706	+1,355	$1,956,438	+323.7%	0.81%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	11,828	+36	$1,948,663	+21.1%	0.81%
CL	Colgate Palmolive Co Consumer Defensive	Added	19,211	+5,232	$1,761,264	+47.8%	0.73%
MA	Mastercard Inc Financial Services	Added	3,345	+25	$1,717,992	+3.6%	0.71%
XOM	ExxonMobil Holdings Corp Energy	Added	12,544	+1,187	$1,715,015	−11.0%	0.71%
WMT	Walmart Inc. Consumer Defensive	Added	13,701	+3,774	$1,551,775	+25.8%	0.64%
GS	Goldman Sachs Group Inc Financial Services	Added	1,505	+665	$1,522,111	+114.2%	0.63%
DAL	Delta Air Lines, Inc. Industrials	NEW	14,721	NEW	$1,378,768	NEW	0.57%
RTX	RTX Corp Industrials	Added	7,075	+1,722	$1,342,339	+30.0%	0.56%
C	Citigroup Inc Financial Services	Added	8,790	+6,255	$1,230,248	+327.9%	0.51%
GE	General Electric Co Industrials	Added	3,270	+113	$1,222,097	+36.4%	0.51%
CVX	Chevron Corp Energy	Added	7,278	+3,109	$1,206,401	+39.9%	0.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,272	+24	$1,189,917	−4.3%	0.49%
BAC	Bank Of America Corp /De/ Financial Services	Added	20,440	+5,184	$1,164,671	+56.6%	0.48%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,270	+963	$1,153,263	+52.0%	0.48%
SNX	Td Synnex Corp Technology	NEW	4,217	NEW	$1,127,372	NEW	0.47%
EOG	Eog Resources Inc Energy	NEW	8,616	NEW	$1,117,753	NEW	0.46%
GLD	Spdr Gold Trust	Added	2,934	+2,325	$1,080,826	+312.5%	0.45%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,876	+2,621	$1,047,721	+168.6%	0.43%
VLY	Valley National Bancorp Financial Services	NEW	69,120	NEW	$1,012,608	NEW	0.42%
INTC	Intel Corp Technology	Added	7,030	+1,702	$981,598	+317.5%	0.41%
ORCL	Oracle Corp Technology	Added	6,651	+1,672	$974,704	+33.1%	0.40%
WMB	Williams Companies, Inc. Energy	Added	13,069	+10,050	$971,549	+342.2%	0.40%
PNC	Pnc Financial Services Group, Inc. Financial Services	NEW	3,939	NEW	$969,860	NEW	0.40%
BWA	Borgwarner Inc Consumer Cyclical	NEW	14,400	NEW	$956,160	NEW	0.40%
ETN	Eaton Corp plc Industrials	Added	2,228	+1,250	$949,395	+171.4%	0.39%
LRCX	Lam Research Corp Technology	Added	2,140	+210	$927,326	+124.9%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.