Revolve Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Hackensack, NJ
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
319
Total value ($000)
$958,789
Net value change ($000)
-6,409 (-0.7%)
New positions
12
Sold out positions
47
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
HYD 8,702 56.3%
MUB 5,683 42.9%
VTI 4,490 3.4%
IVAL 4,283 9.9%
MSFT 4,022 41.2%
NVDA 3,165 20.2%
AAPL 2,228 10.8%
SCHWAB STRATEGIC TRUST 2,048 6.9%
CEREBRAS SYSTEMS INC 1,854 NEW
ITAN 1,535 4.9%
Top Reduces (Value $000, Stocks/ETFs)
HYMB -9,091 -31.4%
TFI -7,101 -34.5%
BOXX -2,746 -90.0%
TBIL -2,272 -23.5%
QMOM -1,927 -5.9%
DFSV -1,884 -100.0%
XOM -1,715 -100.0%
MDY -1,020 -39.8%
COMP -952 -33.6%
AMAT -662 -33.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 4,119 (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.
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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