1y return+16.9%S&P 500 +20.9%
3y return+47.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $133 against $157 in the S&P 500.2
Revolve Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $133.9M | 13.9% | +1.7% |
| IEFAIshares Tr | $51.4M | 5.4% | +1.9% |
| IVALEa Series Trust | $43.2M | 4.5% | +2.2% |
| QMOMEa Series Trust | $32.4M | 3.4% | +1.5% |
| ITANEa Series Trust | $31.3M | 3.3% | +2.1% |
| SCHFSchwab Strategic Tr | $29.8M | 3.1% | +2.5% |
| SYLDCambria Etf Tr | $29.6M | 3.1% | +2.7% |
| HYMBSpdr Series Trust | $28.9M | 3.0% | +4.5% |
| AAPLApple Inc | $20.7M | 2.1% | +5.1% |
| TFISpdr Series Trust | $20.6M | 2.1% | +2.1% |
| IQDGWisdomtree Tr | $19.6M | 2.0% | +4.9% |
| DLNWisdomtree Tr | $19.1M | 2.0% | |
| DFCFDimensional Etf Trust | $18.7M | 1.9% | +2.1% |
| SCHZSchwab Strategic Tr | $17.5M | 1.8% | +2.4% |
| AVUVAmerican Centy Etf Tr | $16.2M | 1.7% | +3.4% |
| NVDANvidia Corporation | $15.6M | 1.6% | +9.1% |
| HYDVaneck Etf Trust | $15.4M | 1.6% | +1.5% |
| IVVIshares Tr | $15.4M | 1.6% | +14.3% |
| SCHGSchwab Strategic Tr | $14.3M | 1.5% | |
| MUBIshares Tr | $13.2M | 1.4% | +9.1% |
| SCHXSchwab Strategic Tr | $12.1M | 1.3% | |
| MSFTMicrosoft Corp | $9.8M | 1.0% | +4.3% |
| TBILRbb Fd Inc | $9.7M | 1.0% | +47.2% |
| VEAVanguard Tax-managed Fds | $9.3M | 1.0% | +1.1% |
| VUGVanguard Index Fds | $7.7M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $15.6M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $5.1M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $4.8M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $6.7M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $4.7M |
| ITANEa Series Trust | December 31, 2022 | +108.6% | $31.3M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $4.4M |
| QMOMEa Series Trust | December 31, 2022 | +71.4% | $32.4M |
| METAMeta Platforms Inc | December 31, 2021 | +67.5% | $5.8M |
| AVUVAmerican Centy Etf Tr | December 31, 2022 | +67.4% | $16.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $523K
- NYFIshares Tr was $252K
- NOCNorthrop Grumman Corp was $242K
- CMCSAComcast Corp New was $231K
- KRKroger Co was $218K
- LMTLockheed Martin Corp was $217K
- COPConocophillips was $213K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.9% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +2.1% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −2.2% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.2% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +5.7% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +5.8% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Revolve Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1808992&type=13F-HR&dateb=&owner=include&count=40CIK 1808992
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1808992/000208585326000673/Filed July 9, 2026 · accession 0002085853-26-000673