Revolve Wealth Partners, LLC

Registered adviser

CIK

1808992

Location

Hackensack, NJ

Portfolio Value

Small $940,619,125

Diversification

Diversified

Filing Date

Global Rank

#2,585 / 8,827 ▲ 162 · as of Jun 2026

Top Industry

Semiconductors 18.0%

Period ended 38 days ago

Filed Oct 23, 2026 · 15d

20 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 286643

Roster of Nov 1, 2026

Regulatory AUM

$1,421,854,687

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,421,854,687	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$1,180,023,798	Individuals and high net worth (97%)
May 2024 to Mar 2025	$1,039,771,891	Individuals and high net worth (97%)
Apr 2024	$837,557,150	Individuals and high net worth (97%)
May 2023 to Mar 2024	$657,302,462	Individuals and high net worth (97%)
Apr 2023	$657,302,462	Individuals and high net worth (97%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.3% of the book (60%+)

Turnover

Low turnover

5.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 15.8 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 69.3%; sector active share 63.2% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

315 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

16.8%

+0.8 pts

Top 5

55.9%

+3.1 pts

Top 10

70.1%

+3.0 pts

HHI

772

Diversified+75

Portfolio Trend

20 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.7%	$721,880,431	109
Technology	10.0%	$94,473,805	50
Financial Services	2.9%	$26,979,510	31
Healthcare	2.6%	$24,222,477	30
Communication Services	2.2%	$20,947,313	9
Consumer Cyclical	1.8%	$17,134,418	18
Industrials	1.6%	$15,062,309	33
Consumer Defensive	0.9%	$8,039,516	11
Energy	0.5%	$4,617,909	9
Real Estate	0.3%	$2,734,085	4
Utilities	0.3%	$2,370,661	6
Basic Materials	0.2%	$2,156,691	5

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYD	VanEck High Yield Muni ETF	+202,907	502,716	$24,145,449
SCHF	Schwab International Equity ETF	+83,568	1,159,710	$31,857,233
SCHZ	Schwab U.S. Aggregate Bond ETF	+77,964	834,951	$18,452,417
MUB	iShares National Muni Bond ETF	+64,150	187,229	$18,928,851
IVAL	Alpha Architect International Quantitative Value ETF	+48,758	1,317,677	$47,515,432
IQDG	WisdomTree International Quality Dividend Growth Fund	+40,823	494,930	$21,064,220
JMST	JPMorgan Ultra-Short Municipal Income ETF	+30,645	135,648	$6,858,362
IFLN	Invesco Bloomberg Enhanced Fallen Angels ETF	+29,521	349,871	$6,101,750
DFCF	Dimensional Core Fixed Income ETF	+15,951	458,769	$18,405,812
IEFA	iShares Core MSCI EAFE ETF	+12,815	545,409	$52,839,223
QMOM	Alpha Architect U.S. Quantitative Momentum ETF	+11,106	422,718	$30,478,813
SGOV	iShares 0-3 Month Treasury Bond ETF	+10,190	17,127	$1,724,346
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+7,938	369,780	$138,386,467
SYLD	Cambria Shareholder Yield ETF	+5,259	379,428	$30,578,102
ITAN	Sparkline Intangible Value ETF	+5,230	752,597	$32,796,672
NVDA	Nvidia Corp	+4,180	82,311	$18,798,186
APH	Amphenol Corp	+3,947	8,015	$675,664
DFSI	Dimensional International Sustainability Core 1 ETF	+3,296	65,146	$2,942,644
T	At&T Inc.	+3,158	19,963	$487,097
AVUV	Avantis U.S. Small Cap Value ETF	+2,753	132,781	$15,637,618
PLTR	Palantir Technologies Inc.	+1,573	8,007	$1,497,709
BITW	Bitwise 10 Crypto Index ETF	+1,405	15,197	$834,239
NOW	ServiceNow, Inc.	+1,382	6,353	$851,365
DIS	Walt Disney Co	+1,217	6,048	$634,435
AMZN	Amazon Com Inc	+1,148	28,799	$7,175,270
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	−291,865	845,796	$19,850,832
—		−134,190	315,113	$0
TBIL	F/m US Treasury 3 Month Bill Fund	−45,527	148,615	$7,408,457
BOXX	Alpha Architect 1-3 Month Box ETF	−23,473	2,580	$305,446
COLB	Columbia Banking System, Inc.	−18,494	8,406	$240,411
COMP	Compass, Inc.	−17,930	211,748	$1,880,322
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−5,686	13,294	$629,603
OHI	Omega Healthcare Investors Inc	−3,678	5,996	$277,674
CL	Colgate Palmolive Co	−2,973	16,238	$1,385,426
BN	BROOKFIELD Corp	−2,792	5,791	$211,139
AAPL	Apple Inc.	−2,670	68,730	$22,888,464
EOG	Eog Resources Inc	−2,582	6,034	$831,243
SHEL	Shell plc	−2,470	8,124	$772,186
BWA	Borgwarner Inc	−2,340	12,060	$724,926
VO	VANGUARD MID-CAP INDEX FUND	−2,283	37,195	$2,916,831
SCHM	Schwab U.S. Mid-Cap ETF	−2,260	91,991	$3,129,533
FLS	Flowserve Corp	−2,258	5,697	$416,564
ONB	Old National Bancorp	−2,220	9,338	$230,088
CVBF	Cvb Financial Corp	−2,180	11,244	$242,982
DAL	Delta Air Lines, Inc.	−2,154	12,567	$1,048,841
CSCO	Cisco Systems, Inc.	−2,123	16,260	$1,750,063
CNI	Canadian National Railway Co	−2,113	2,100	$249,690
RTX	RTX Corp	−1,957	5,118	$950,156
VUG	VANGUARD GROWTH INDEX FUND	−1,881	87,873	$7,918,236
AAEQ	Alpha Architect US Equity 2 ETF	−1,763	35,456	$1,945,435
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
CBRS	Cerebras Systems Inc.	10,439	$1,854,488
CRWD	CrowdStrike Holdings, Inc.	1,303	$344,969
MPC	Marathon Petroleum Corp	764	$302,100
NET	Cloudflare, Inc.	854	$296,577
TEAM	Atlassian Corp	1,480	$265,349
TXG	10x Genomics, Inc.	2,713	$245,146
CBZ	CBIZ, Inc.	4,260	$232,979
COP	Conocophillips	1,707	$213,631
ITGR	Integer Holdings Corp	1,659	$209,614
GRMN	Garmin Ltd	727	$208,532
MTDR	Matador Resources Co	4,019	$207,300
VRTX	Vertex Pharmaceuticals Inc	395	$206,509
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DFSV	Dimensional US Small Cap Value ETF	48,571	$1,884,069
XOM	ExxonMobil Holdings Corp	12,544	$1,715,015
AVY	Avery Dennison Corp	3,638	$590,629
SAIA	Saia Inc	1,151	$484,755
RL	Ralph Lauren Corp	1,193	$478,882
GBCI	Glacier Bancorp, Inc.	8,220	$423,987
PRMB	Primo Brands Corp	17,133	$418,730
OKE	Oneok Inc	4,719	$410,269
EXR	Extra Space Storage Inc.	2,471	$359,036
CRH	Crh Public Ltd Co	3,170	$339,190
ROAD	Construction Partners, Inc.	2,539	$301,557
BJ	BJ's Wholesale Club Holdings, Inc.	3,452	$301,083
ITW	Illinois Tool Works Inc	1,096	$296,435
CDNS	Cadence Design Systems Inc	779	$292,374
RYN	Rayonier Inc	13,735	$292,280
BDX	Becton Dickinson & Co	1,862	$281,776
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,720	$273,085
INTU	Intuit Inc.	1,038	$270,918
IWB	iShares Russell 1000 ETF	656	$268,632
CARR	CARRIER GLOBAL Corp	3,522	$258,338
AZN	Astrazeneca PLC	1,337	$253,521
IBP	Installed Building Products, Inc.	1,071	$246,158
WM	Waste Management Inc	1,093	$243,607
CMI	Cummins Inc	341	$243,204
AMP	Ameriprise Financial Inc	529	$242,684
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

315 tracked positions · $940,619,125 total · filing declares 319 positions · $958,789,480 · as of Sep 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 315 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	369,780	+7,938	$138,386,467	+3.4%	14.71%
IEFA	iShares Core MSCI EAFE ETF	Added	545,409	+12,815	$52,839,223	+2.7%	5.62%
IVAL	Alpha Architect International Quantitative Value ETF	Added	1,317,677	+48,758	$47,515,432	+9.9%	5.05%
ITAN	Sparkline Intangible Value ETF	Added	752,597	+5,230	$32,796,672	+4.9%	3.49%
SCHF	Schwab International Equity ETF	Added	1,159,710	+83,568	$31,857,233	+6.9%	3.39%
SYLD	Cambria Shareholder Yield ETF	Added	379,428	+5,259	$30,578,102	+3.3%	3.25%
QMOM	Alpha Architect U.S. Quantitative Momentum ETF	Added	422,718	+11,106	$30,478,813	−5.9%	3.24%
HYD	VanEck High Yield Muni ETF	Added	502,716	+202,907	$24,145,449	+56.4%	2.57%
AAPL	Apple Inc. Technology	Reduced	68,730	-2,670	$22,888,464	+10.8%	2.43%
IQDG	WisdomTree International Quality Dividend Growth Fund	Added	494,930	+40,823	$21,064,220	+7.7%	2.24%
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	Reduced	845,796	-291,865	$19,850,832	−31.4%	2.11%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Added	198,715	+635	$19,315,098	+1.2%	2.05%
MUB	iShares National Muni Bond ETF	Added	187,229	+64,150	$18,928,851	+42.9%	2.01%
NVDA	Nvidia Corp Technology	Added	82,311	+2,680	$18,798,186	+18.0%	2.00%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	834,951	+77,964	$18,452,417	+5.4%	1.96%
DFCF	Dimensional Core Fixed Income ETF	Added	458,769	+15,951	$18,405,812	−1.5%	1.96%
AVUV	Avantis U.S. Small Cap Value ETF	Added	132,781	+2,753	$15,637,618	−3.6%	1.66%
IVV	iShares Core S&P 500 ETF	Reduced	20,102	-423	$15,395,116	+0.2%	1.64%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	422,201	+251	$15,169,681	+6.2%	1.61%
MSFT	Microsoft Corp Technology	Reduced	26,888	-802	$13,790,855	+33.5%	1.47%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	411,025	-1,350	$12,330,750	+1.6%	1.31%
VEA	Vanguard FTSE Developed Markets ETF	Added	131,171	+1,106	$9,261,984	−0.1%	0.98%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Added	10,473	+1,325	$7,987,023	+16.9%	0.85%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	87,873	-1,881	$7,918,236	+2.4%	0.84%
TBIL	F/m US Treasury 3 Month Bill Fund	Reduced	148,615	-45,527	$7,408,457	−23.5%	0.79%
AMZN	Amazon Com Inc Consumer Cyclical	Added	28,799	+1,148	$7,175,270	+8.9%	0.76%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Added	135,648	+30,645	$6,858,362	+28.1%	0.73%
META	Meta Platforms, Inc. Communication Services	Reduced	9,416	-843	$6,828,294	+18.2%	0.73%
GOOGL	Alphabet Inc. Communication Services	Added	19,769	+1,060	$6,802,117	+1.7%	0.72%
DFAU	Dimensional US Core Equity Market ETF	Held	122,778	0	$6,428,656	+1.3%	0.68%
IFLN	Invesco Bloomberg Enhanced Fallen Angels ETF	Added	349,871	+29,521	$6,101,750	+4.1%	0.65%
EFG	iShares MSCI EAFE Growth ETF	Reduced	48,664	-1,620	$5,831,407	−6.8%	0.62%
AMD	Advanced Micro Devices Inc Technology	Added	8,674	+481	$5,306,406	+11.5%	0.56%
MU	Micron Technology Inc Technology	Added	4,879	+194	$5,196,671	−3.9%	0.55%
AMGN	Amgen Inc Healthcare	Reduced	12,295	-642	$5,182,465	+10.6%	0.55%
VXUS	Vanguard Total International Stock ETF	Added	59,842	+272	$5,084,176	−0.2%	0.54%
GOOG	Alphabet Inc. Communication Services	Added	13,509	+86	$4,603,056	−2.9%	0.49%
AVGO	Broadcom Inc. Technology	Reduced	12,644	-771	$4,440,446	−12.4%	0.47%
AVUS	Avantis U.S. Equity ETF	Held	34,245	0	$4,386,442	+0.0%	0.47%
V	Visa Inc. PUT + SHARES Financial Services	Reduced	11,867	-889	$4,264,169	−2.6%	0.45%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	12,444	-1,141	$4,116,848	−7.4%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,858	+745	$3,912,891	+9.9%	0.42%
VOO	VANGUARD 500 INDEX FUND	Added	5,202	+8	$3,645,873	+2.2%	0.39%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	91,991	-2,260	$3,129,533	−9.9%	0.33%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	93,356	-1,158	$3,036,870	+1.3%	0.32%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,074	-980	$3,013,822	−19.0%	0.32%
JNJ	Johnson & Johnson Healthcare	Reduced	11,192	-831	$2,962,970	−3.0%	0.32%
DFSI	Dimensional International Sustainability Core 1 ETF	Added	65,146	+3,296	$2,942,644	+5.5%	0.31%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	37,195	-2,283	$2,916,831	−8.3%	0.31%
EFV	iShares MSCI EAFE Value ETF	Reduced	35,957	-1,357	$2,845,636	−0.4%	0.30%

Showing the top 50 of 315 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.