Revolve Wealth Partners, LLC

CIK

1808992

Location

Hackensack, NJ

Portfolio Value

Small $241,675,005

Diversification

Diversified

Filing Date

Global Rank

#1,027 / 2,968 ▲ 3838

Top Industry

Semiconductors 15.6%

3Y Alpha vs SPY

+1.1%

Period ended 29 days ago

Filed Jul 9, 2026 · 20d

19 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+72.4%

SPY

+67.9%

Annualised alpha

+1.1%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 99% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.5%

−3.0 pts

Top 5

25.0%

−8.0 pts

Top 10

36.4%

−10.7 pts

HHI

215

Diversified−132

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

20 positions

Ticker	Company	Δ Shares	Shares	Value
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

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	2,315	$523,259
NOC	Northrop Grumman Corp /De/	354	$241,512
CMCSA	Comcast Corp	8,052	$231,172
KR	Kroger Co	3,011	$217,875
LMT	Lockheed Martin Corp	359	$216,976
COP	Conocophillips	1,614	$213,048
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	Added	18,709	+682	$6,686,035	+29.0%	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.