Revolve Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Hackensack, NJ
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
230
Total value ($000)
$769,859
Net value change ($000)
-80,827 (-9.5%)
New positions
14
Sold out positions
13
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BOXX 2,661 1142.1%
JMST 1,808 260.9%
SCHWAB STRATEGIC TRUST 780 3.1%
SYLD 560 2.1%
XOM 558 40.8%
HYMB 502 1.9%
JNJ 346 22.0%
QQQ 318 13.5%
MU 308 26.9%
SCHD 297 11.4%
Top Reduces (Value $000, Stocks/ETFs)
TBIL -17,645 -72.9%
VTI -15,361 -11.9%
IEFA -4,880 -9.4%
TSLA -4,375 -65.4%
MUB -3,962 -24.9%
MSFT -3,745 -28.7%
ITAN -3,119 -10.6%
SCHG -2,431 -16.5%
BITW -2,217 -78.2%
AAPL -2,029 -10.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 235 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type