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Revolve Wealth Partners Portfolio holdings

AUM $965M Turnover 38.12%
1-Year Est. Return 22.88%
This Fund
S&P 500
This Quarter Est. Return
-0.99%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$770M
AUM Growth
-$80.8M
Cap. Flow
-$68.2M
Cap. Flow %
-8.86%
Top 10 Hldgs %
48.88%
Holding
243
New
15
Increased
90
Reduced
115
Closed
13
Avg Time Held Equity + Options
2.5 years
Top 10 Avg Time Held Equity + Options
2.5 years
Top 20 Avg Time Held Equity + Options
3 years
Avg Time Held Equity only
2.6 years
Top 10 Avg Time Held Equity only
2.5 years
Top 20 Avg Time Held Equity only
3 years

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.64M
2
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.81M
3
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$658K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$485K
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$353K

Top Sells

Rank Stock Value
1
TBIL icon
F/m US Treasury 3 Month Bill Fund
TBIL
+$17.7M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$10.2M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.67M
4
IVAL icon
Alpha Architect International Quantitative Value ETF
IVAL
+$5.02M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.87M

Sector Composition

Rank Sector Weight
1 Miscellaneous 81.69%
2 Technology 7.01%
3 Financials 2.44%
4 Healthcare 2.16%
5 Communication Services 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
TXN icon
226
Texas Instruments
TXN
$252B
$201K 0.03%
+1,036
New +$210K
2026 Q1
0 quarters
RIG icon
227
Transocean
RIG
$6.28B
$83.2K 0.01%
12,547
+30
+0.2% +$169
2025 Q2
3 quarters
BLND icon
228
Blend Labs
BLND
$213M
$54.1K 0.01%
31,814
+453
+1% +$968
2024 Q4
5 quarters
ELDN icon
229
Eledon Pharmaceuticals
ELDN
$173M
$43.6K 0.01%
+14,143
New +$33.3K
2026 Q1
0 quarters
WTI icon
230
W&T Offshore
WTI
$574M
$35.1K ﹤0.01%
10,294
-1,338
-12% -$3.31K
2025 Q2
3 quarters
BKNG icon
231
Booking.com
BKNG
$123B
– –
-1,050
Closed -$225K –
BNDX icon
232
Vanguard Total International Bond ETF
BNDX
$83.5B
– –
-5,643
Closed -$273K –
CRWD icon
233
CrowdStrike
CRWD
$233B
– –
-3,300
Closed -$387K –
EQIX icon
234
Equinix
EQIX
$97.3B
– –
-2,396
Closed -$1.84M –
HUM icon
235
Humana
HUM
$49.6B
– –
-1,037
Closed -$266K –
IJJ icon
236
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.52B
– –
-1,594
Closed -$210K –
IJK icon
237
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.3B
– –
-2,150
Closed -$208K –
IYW icon
238
iShares US Technology ETF
IYW
$25.1B
– –
-1,818
Closed -$363K –
MELI icon
239
Mercado Libre
MELI
$93B
– –
-120
Closed -$242K –
MMM icon
240
3M
MMM
$85B
– –
-1,255
Closed -$201K –
RSP icon
241
Invesco S&P 500 Equal Weight ETF
RSP
$97.8B
– –
-1,226
Closed -$235K –
VXF icon
242
Vanguard Extended Market ETF
VXF
$29.5B
– –
-966
Closed -$202K –
XLK icon
243
State Street Technology Select Sector SPDR ETF
XLK
$121B
– –
-1,432
Closed -$206K –
6 7 8 9
10

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IECM
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LSA
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LAM
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SWM
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DCM
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LGP
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Revolve Wealth Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Revolve Wealth Partners held 243 positions worth $770M, down 9.5% from $851M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Revolve Wealth Partners withdrew a net $68.2M in Q1 2026, closing 13 positions and reducing 115 holdings. Its most notable exit was Equinix, an estimated $1.84M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, up from 81% a quarter earlier, followed by Technology and Financials.

Against the trend, Revolve Wealth Partners opened a new position in Northrop Grumman worth $242K.

  • Revolve Wealth Partners's largest Q1 2026 buy was Northrop Grumman: 354 shares worth $242K.
  • Revolve Wealth Partners added most to Alpha Architect 1-3 Month Box ETF in Q1 2026, an estimated $2.64M increase.
  • Revolve Wealth Partners's biggest Q1 2026 reduction was F/m US Treasury 3 Month Bill Fund, cutting an estimated $17.7M.
  • Revolve Wealth Partners fully exited Equinix in Q1 2026, selling an estimated $1.84M.
  • Revolve Wealth Partners's ten largest holdings make up 49% of its $770M portfolio in Q1 2026.
  • Revolve Wealth Partners opened 15 new positions and closed 13 in Q1 2026.
  • Revolve Wealth Partners's portfolio value fell 9.5% quarter-over-quarter to $770M.

Based on Revolve Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.