We are live on
!
Find out more
RWP
Revolve Wealth Partners Portfolio holdings
AUM
$965M
1-Year Est. Return
22.88%
This Fund
S&P 500
This Quarter
Est. Return
+13.73%
1 Year Est. Return
+22.88%
3 Year Est. Return
+60.26%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$965M
AUM Growth
+$195M
(+25%)
Cap. Flow
+$106M
Cap. Flow
% of AUM
10.97%
Top 10 Holdings %
Top 10 Hldgs %
43.7%
Holding
362
New
132
Increased
144
Reduced
65
Closed
6
Avg Time Held Equity + Options
7.1
quarters
Top 10 Avg Time Held Equity + Options
10.8
quarters
Top 20 Avg Time Held Equity + Options
12.9
quarters
Avg Time Held Equity only
7.3
quarters
Top 10 Avg Time Held Equity only
10.8
quarters
Top 20 Avg Time Held Equity only
12.9
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
+$6.14M |
| 2 |
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$3.11M |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$2.85M |
| 4 |
Alpha Architect US Equity 3 ETF
AAUA
|
+$2.44M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$2.39M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Uber
UBER
|
+$370K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$292K |
| 3 |
Invesco QQQ Trust
QQQ
|
+$266K |
| 4 |
iShares New York Muni Bond ETF
NYF
|
+$252K |
| 5 |
Northrop Grumman
NOC
|
+$242K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.22% |
| 2 | Technology | 8.87% |
| 3 | Financials | 3.19% |
| 4 | Healthcare | 2.42% |
| 5 | Consumer Discretionary | 2.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
276
Old National Bancorp
ONB
$9.41B
| $299K | 0.03% |
+11,558
| New | +$278K |
2026 Q2
0 quarters
|
|
277
Illinois Tool Works
ITW
$75.7B
| $296K | 0.03% |
+1,096
| New | +$284K |
2026 Q2
0 quarters
|
|
278
Progressive
PGR
$130B
| $296K | 0.03% |
1,354
+195
| +17% | +$39.3K |
2024 Q4
6 quarters
|
|
279
Cadence Design Systems
CDNS
$93B
| $292K | 0.03% |
+779
| New | +$273K |
2026 Q2
0 quarters
|
|
280
Rayonier
RYN
$5.63B
| $292K | 0.03% |
+13,735
| New | +$288K |
2026 Q2
0 quarters
|
|
281
Dell
DELL
$364B
| $290K | 0.03% |
+671
| New | +$194K |
2026 Q2
0 quarters
|
|
282
iShares Gold Trust
IAU
$61.6B
| $288K | 0.03% |
3,810
| – | – |
2025 Q1
5 quarters
|
|
283
Becton Dickinson
BDX
$51.1B
| $282K | 0.03% |
+1,862
| New | +$278K |
2026 Q2
0 quarters
|
|
284
McKesson
MCK
$113B
| $281K | 0.03% |
372
+15
| +4% | +$11.9K |
2025 Q2
4 quarters
|
|
285
Avantis Emerging Markets Equity ETF
AVEM
$28B
| $280K | 0.03% |
+2,902
| New | +$268K |
2026 Q2
0 quarters
|
|
286
Thermo Fisher Scientific
TMO
$246B
| $277K | 0.03% |
553
-8
| -1% | -$3.84K |
2025 Q3
3 quarters
|
|
287
Travelers Companies
TRV
$77.8B
| $274K | 0.03% |
831
+135
| +19% | +$40.9K |
2024 Q4
6 quarters
|
|
288
Allstate
ALL
$59.8B
| $274K | 0.03% |
1,151
+142
| +14% | +$30.9K |
2026 Q1
1 quarter
|
|
289
Vanguard Total Bond Market
BND
$162B
| $273K | 0.03% |
3,720
-841
| -18% | -$61.7K |
2024 Q3
7 quarters
|
|
290
Intuit
INTU
$82.3B
| $271K | 0.03% |
1,038
+188
| +22% | +$65.5K |
2024 Q1
9 quarters
|
|
291
iShares Russell 1000 ETF
IWB
$49.6B
| $269K | 0.03% |
656
-7
| -1% | -$2.77K |
2024 Q1
9 quarters
|
|
292
Keysight
KEYS
$62.6B
| $267K | 0.03% |
+763
| New | +$260K |
2026 Q2
0 quarters
|
|
293
Southern Company
SO
$101B
| $265K | 0.03% |
2,771
+248
| +10% | +$23.3K |
2024 Q3
7 quarters
|
|
294
Ross Stores
ROST
$71.9B
| $264K | 0.03% |
1,238
+201
| +19% | +$45.2K |
2026 Q1
1 quarter
|
|
295
Monolithic Power Systems
MPWR
$64.5B
| $263K | 0.03% |
190
+5
| +3% | +$7.51K |
2026 Q1
1 quarter
|
|
296
iShares MSCI Switzerland ETF
EWL
$2.72B
| $261K | 0.03% |
+4,146
| New | +$255K |
2026 Q2
0 quarters
|
|
297
Carrier Global
CARR
$45.3B
| $258K | 0.03% |
+3,522
| New | +$230K |
2026 Q2
0 quarters
|
|
298
AstraZeneca
AZN
$243B
| $254K | 0.03% |
+1,337
| New | +$251K |
2026 Q2
0 quarters
|
|
299
iShares International Select Dividend ETF
IDV
$8.22B
| $248K | 0.03% |
+5,990
| New | +$262K |
2026 Q2
0 quarters
|
|
300
Installed Building Products
IBP
$5.03B
| $246K | 0.03% |
+1,071
| New | +$260K |
2026 Q2
0 quarters
|
|
Similar funds
BEAM
GIG
ACP
IECM
LSA
LAM
SWM
DCM
Revolve Wealth Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Revolve Wealth Partners held 362 positions worth $965M, up 25% from $770M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Revolve Wealth Partners deployed $106M of net new capital in Q2 2026, opening 132 new positions and adding to 144 existing holdings. Its largest new stake was Dimensional US Core Equity Market ETF: 122,778 shares worth $6.35M.
By sector, the portfolio is most concentrated in Miscellaneous at 76% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Uber, an estimated $370K trimmed.
- Revolve Wealth Partners's largest Q2 2026 buy was Dimensional US Core Equity Market ETF: 122,778 shares worth $6.35M.
- Revolve Wealth Partners added most to F/m US Treasury 3 Month Bill Fund in Q2 2026, an estimated $3.11M increase.
- Revolve Wealth Partners's biggest Q2 2026 reduction was Uber, cutting an estimated $370K.
- Revolve Wealth Partners fully exited iShares New York Muni Bond ETF in Q2 2026, selling an estimated $252K.
- Revolve Wealth Partners's ten largest holdings make up 44% of its $965M portfolio in Q2 2026.
- Revolve Wealth Partners opened 132 new positions and closed 6 in Q2 2026.
- Revolve Wealth Partners's portfolio value rose 25% quarter-over-quarter to $965M.
Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.