Revolve Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Hackensack, NJ
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
356
Total value ($000)
$965,198
Net value change ($000)
+195,339 (25.4%)
New positions
128
Sold out positions
7
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 19,732 17.3%
DFAU 6,346 NEW
ITAN 5,019 19.1%
QMOM 4,704 17.0%
IEFA 4,137 8.7%
MU 3,957 272.7%
SCHWAB STRATEGIC TRUST 3,819 14.7%
IVV 3,636 31.0%
AAPL 3,421 19.8%
AMD 3,176 200.6%
Top Reduces (Value $000, Stocks/ETFs)
HON -523 -100.0%
UBER -362 -63.2%
NFLX -281 -26.1%
NYF -252 -100.0%
NOC -242 -100.0%
CMCSA -231 -100.0%
KR -218 -100.0%
LMT -217 -100.0%
COP -213 -100.0%
XOM -212 -11.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,103 (0.4% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type