Revolve Wealth Partners, LLC

CIK

1808992

Location

Hackensack, NJ

Portfolio Value

Small $149,165,714

Diversification

Diversified

Filing Date

Global Rank

#4,863 / 8,605 ▼ 150 · as of Mar 2026

Top Industry

Semiconductors 14.6%

3Y Alpha vs SPY

-1.3%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.1%

SPY

+76.5%

Annualised alpha

-1.2%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

141 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

+0.1 pts

Top 5

33.1%

−1.5 pts

Top 10

47.2%

−2.2 pts

HHI

349

Diversified−19

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.0%	$53,678,576	27
Financial Services	12.6%	$18,786,624	23
Healthcare	11.5%	$17,111,844	21
Communication Services	8.9%	$13,334,179	8
Consumer Cyclical	8.5%	$12,735,298	12
Unclassified	7.3%	$10,963,459	8
Industrials	4.9%	$7,302,705	16
Consumer Defensive	4.3%	$6,421,987	9
Energy	2.6%	$3,837,777	7
Utilities	1.4%	$2,055,595	6
Real Estate	1.3%	$1,944,815	2
Basic Materials	0.7%	$992,855	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UNH	Unitedhealth Group Inc	+1,701	5,237	$1,417,079
T	At&T Inc.	+1,563	18,280	$529,937
BAC	Bank Of America Corp /De/	+1,304	15,256	$743,730
GE	General Electric Co	+1,004	3,157	$895,861
CSCO	Cisco Systems, Inc.	+824	9,978	$774,193
QQQ	Invesco Qqq Trust, Series 1	+799	4,640	$2,678,115
NFLX	Netflix Inc	+778	11,205	$1,077,360
COMP	Compass, Inc.	+675	229,617	$1,678,500
ANET	Arista Networks, Inc.	+641	2,489	$305,599
BLND	Blend Labs, Inc.	+453	31,814	$54,083
AVGO	Broadcom Inc.	+419	10,035	$3,105,932
MRK	Merck & Co., Inc.	+369	5,333	$641,506
GBTC	Grayscale Bitcoin Trust ETF	+351	7,993	$421,710
VZ	Verizon Communications Inc	+320	8,599	$431,669
RTX	RTX Corp	+292	5,353	$1,032,593
MU	Micron Technology Inc	+290	4,296	$1,451,360
KO	Coca Cola Co	+274	8,647	$657,604
GOOGL	Alphabet Inc.	+270	18,027	$5,183,844
ABBV	AbbVie Inc.	+267	7,821	$1,700,989
JNJ	Johnson & Johnson	+250	7,847	$1,918,120
DUK	Duke Energy CORP	+242	3,137	$410,758
TOL	Toll Brothers, Inc.	+230	11,792	$1,609,254
SO	Southern Co	+218	2,523	$243,519
VEEV	Veeva Systems Inc	+215	1,155	$202,887
BRK-B	Berkshire Hathaway Inc	+190	6,841	$3,278,207
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BITW	Bitwise 10 Crypto Index ETF	−34,408	13,845	$617,583
TSLA	Tesla, Inc.	−8,650	6,216	$2,310,798
APH	Amphenol Corp /De/	−5,586	3,837	$484,804
SHOP	Shopify Inc.	−4,351	2,228	$264,285
AAPL	Apple Inc.	−2,947	67,926	$17,238,939
CL	Colgate Palmolive Co	−2,043	13,979	$1,191,430
PFE	Pfizer Inc	−1,971	11,422	$320,729
MSFT	Microsoft Corp	−1,854	25,107	$9,293,858
WTI	W&T Offshore Inc	−1,338	10,294	$35,102
JPM	Jpmorgan Chase & Co	−1,334	12,789	$3,762,012
UBER	Uber Technologies, Inc	−1,332	7,969	$573,210
LEN	Lennar Corp /New/	−1,323	6,101	$529,810
AMZN	Amazon Com Inc	−1,037	24,210	$5,042,216
ABT	Abbott Laboratories	−806	3,802	$390,351
ORCL	Oracle Corp	−645	4,979	$732,460
AMGN	Amgen Inc	−613	13,298	$4,678,901
QCOM	Qualcomm Inc/De	−541	1,940	$249,833
SPY	Spdr S&P 500 ETF Trust	−436	6,346	$4,127,057
CMCSA	Comcast Corp	−427	8,052	$231,172
BX	Blackstone Inc.	−369	5,231	$601,512
CRM	Salesforce, Inc.	−349	1,578	$294,565
ADI	Analog Devices Inc	−316	1,964	$624,826
CSX	Csx Corp	−304	18,429	$756,510
MCD	Mcdonalds Corp	−234	1,255	$390,041
CVX	Chevron Corp	−201	4,169	$862,566
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
NOC	Northrop Grumman Corp /De/	354	$241,512
MO	Altria Group, Inc.	3,583	$236,442
INTC	Intel Corp	5,328	$235,124
BMY	Bristol Myers Squibb Co	3,845	$233,199
ROST	Ross Stores, Inc.	1,037	$224,645
WMB	Williams Companies, Inc.	3,019	$219,722
KR	Kroger Co	3,011	$217,875
LMT	Lockheed Martin Corp	359	$216,976
COP	Conocophillips	1,614	$213,048
ALL	Allstate Corp	1,009	$209,206
DTE	Dte Energy Co	1,398	$204,415
MPWR	Monolithic Power Systems Inc	185	$202,269
TXN	Texas Instruments Inc	1,036	$201,129
ELDN	Eledon Pharmaceuticals, Inc.	14,143	$43,560
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EQIX	Equinix Inc	2,396	$1,835,719
HUM	Humana Inc	1,037	$265,606
MELI	Mercadolibre Inc	120	$241,711
MMM	3M Co	1,255	$200,925
CRWD	CrowdStrike Holdings, Inc.	825	$96,681
BKNG	Booking Holdings Inc.	42	$8,996
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

141 positions · $149,165,714 total · as of Mar 31, 2026

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

Showing 1–50 of 141 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	67,926	-2,947	$17,238,939	−10.5%	11.56%
NVDA	Nvidia Corp Technology	Added	71,609	+166	$12,488,609	−6.3%	8.37%
MSFT	Microsoft Corp Technology	Reduced	25,107	-1,854	$9,293,858	−28.7%	6.23%
GOOGL	Alphabet Inc. Communication Services	Added	18,027	+270	$5,183,844	−6.7%	3.48%
META	Meta Platforms, Inc. Communication Services	Reduced	8,943	-137	$5,116,558	−14.6%	3.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	24,210	-1,037	$5,042,216	−13.5%	3.38%
AMGN	Amgen Inc Healthcare	Reduced	13,298	-613	$4,678,901	+2.8%	3.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,346	-436	$4,127,057	−10.8%	2.77%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,789	-1,334	$3,762,012	−17.3%	2.52%
V	Visa Inc. Financial Services	Reduced	11,684	-50	$3,531,372	−14.2%	2.37%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,841	+190	$3,278,207	−1.9%	2.20%
AVGO	Broadcom Inc. Technology	Added	10,035	+419	$3,105,932	−6.7%	2.08%
QQQ	Invesco Qqq Trust, Series 1	Added	4,640	+799	$2,678,115	+13.5%	1.80%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	6,216	-8,650	$2,310,798	−65.4%	1.55%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,649	-136	$2,250,557	−1.4%	1.51%
XOM	Exxon Mobil Corp Energy	Reduced	11,357	-20	$1,926,828	+40.7%	1.29%
JNJ	Johnson & Johnson Healthcare	Added	7,847	+250	$1,918,120	+22.0%	1.29%
ABBV	AbbVie Inc. Healthcare	Added	7,821	+267	$1,700,989	−1.4%	1.14%
COMP	Compass, Inc. Real Estate	Added	229,617	+675	$1,678,500	−30.6%	1.13%
MA	Mastercard Inc Financial Services	Reduced	3,320	-102	$1,658,871	−15.1%	1.11%
TOL	Toll Brothers, Inc. Consumer Cyclical	Added	11,792	+230	$1,609,254	+2.9%	1.08%
AMD	Advanced Micro Devices Inc Technology	Reduced	7,780	-84	$1,582,685	−6.0%	1.06%
LLY	ELI LILLY & Co Healthcare	Reduced	1,578	-18	$1,451,397	−15.4%	0.97%
MU	Micron Technology Inc Technology	Added	4,296	+290	$1,451,360	+26.9%	0.97%
UNH	Unitedhealth Group Inc Healthcare	Added	5,237	+1,701	$1,417,079	+21.4%	0.95%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,248	+102	$1,243,544	+25.8%	0.83%
WMT	Walmart Inc. Consumer Defensive	Added	9,927	+151	$1,233,727	+13.3%	0.83%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	13,979	-2,043	$1,191,430	−5.9%	0.80%
NFLX	Netflix Inc Communication Services	Added	11,205	+778	$1,077,360	+10.2%	0.72%
RTX	RTX Corp Industrials	Added	5,353	+292	$1,032,593	+11.2%	0.69%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,547	-131	$957,695	−19.3%	0.64%
GE	General Electric Co Industrials	Added	3,157	+1,004	$895,861	+35.1%	0.60%
CVX	Chevron Corp Energy	Reduced	4,169	-201	$862,566	+29.5%	0.58%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,857	-90	$856,058	−22.4%	0.57%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	5,607	+97	$809,875	+2.6%	0.54%
CSCO	Cisco Systems, Inc. Technology	Added	9,978	+824	$774,193	+9.8%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,307	-192	$758,749	−11.8%	0.51%
CSX	Csx Corp Industrials	Reduced	18,429	-304	$756,510	+11.4%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Added	15,256	+1,304	$743,730	−3.1%	0.50%
ORCL	Oracle Corp Technology	Reduced	4,979	-645	$732,460	−33.2%	0.49%
GS	Goldman Sachs Group Inc Financial Services	Added	840	+5	$710,631	−3.2%	0.48%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Added	2,453	+6	$675,016	−1.1%	0.45%
KO	Coca Cola Co Consumer Defensive	Added	8,647	+274	$657,604	+12.3%	0.44%
MRK	Merck & Co., Inc. Healthcare	Added	5,333	+369	$641,506	+22.8%	0.43%
ADI	Analog Devices Inc Technology	Reduced	1,964	-316	$624,826	+1.0%	0.42%
BITW	Bitwise 10 Crypto Index ETF	Reduced	13,845	-34,408	$617,583	−78.2%	0.41%
GEV	GE Vernova Inc. Industrials	Added	690	+175	$602,301	+78.9%	0.40%
BX	Blackstone Inc. Financial Services	Reduced	5,231	-369	$601,512	−30.3%	0.40%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	1,986	+37	$576,913	+19.8%	0.39%
UBER	Uber Technologies, Inc Technology	Reduced	7,969	-1,332	$573,210	−24.6%	0.38%