Revolve Wealth Partners, LLC

All 13F Filings

Location
Hackensack, NJ
Most recent 13F
Q1 2026
Holdings value ($000)
769,859
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/10/2026 230 769,859 13F-HR Revolve Wealth Partners, LLC
Q4 2025 1/20/2026 228 850,686 13F-HR Revolve Wealth Partners, LLC
Q3 2025 10/14/2025 232 833,517 13F-HR Revolve Wealth Partners, LLC
Q2 2025 7/28/2025 228 769,553 13F-HR Revolve Wealth Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 235 (0.0% of total reported value) · QoQ Δ: +235
Type Value ($000) Share % Inflow Outflow Net
Stocks 285.1 K 37.0% 0 402.2 K -402.2 K
ETFs 484.6 K 63.0% 321.2 K 0 321.2 K
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Fund Snapshot

Q1 2026
Latest filed
4/10/2026
Total value ($000)
769,859
Holdings
230
QoQ value change ($000)
-80,827 (-9.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.