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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 | |
|---|---|---|---|---|---|---|---|
301
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $244K | 0.03% |
+1,282
| New | +$219K |
2026 Q2
0 quarters
|
|
302
Quanta Services
PWR
$103B
| $244K | 0.03% |
+339
| New | +$232K |
2026 Q2
0 quarters
|
|
303
Waste Management
WM
$84.9B
| $244K | 0.03% |
1,093
-16
| -1% | -$3.56K |
2025 Q1
5 quarters
|
|
304
Cummins
CMI
$72.9B
| $243K | 0.03% |
+341
| New | +$225K |
2026 Q2
0 quarters
|
|
305
W.P. Carey
WPC
$14.5B
| $243K | 0.03% |
+3,398
| New | +$249K |
2026 Q2
0 quarters
|
|
306
ICU Medical
ICUI
$4.1B
| $243K | 0.03% |
+1,657
| New | +$216K |
2026 Q2
0 quarters
|
|
307
Ameriprise Financial
AMP
$43.5B
| $243K | 0.03% |
529
+25
| +5% | +$11.5K |
2024 Q3
7 quarters
|
|
308
Trane Technologies
TT
$105B
| $243K | 0.03% |
+494
| New | +$231K |
2026 Q2
0 quarters
|
|
309
Altria Group
MO
$120B
| $242K | 0.03% |
3,369
-214
| -6% | -$14.9K |
2026 Q1
1 quarter
|
|
310
Insulet
PODD
$9.68B
| $241K | 0.03% |
1,586
+19
| +1% | +$3.17K |
2024 Q3
7 quarters
|
|
311
US Treasury 6 Month Bill ETF
XBIL
$763M
| $240K | 0.02% |
4,797
+32
| +0.7% | +$1.6K |
2024 Q1
9 quarters
|
|
312
John Wiley & Sons Class A
WLY
$2.64B
| $239K | 0.02% |
+4,930
| New | +$207K |
2026 Q2
0 quarters
|
|
313
Vanguard Extended Market ETF
VXF
$30.3B
| $238K | 0.02% |
+966
| New | +$221K |
2026 Q2
0 quarters
|
|
314
Lowe's Companies
LOW
$106B
| $236K | 0.02% |
1,073
-103
| -9% | -$23.4K |
2024 Q3
7 quarters
|
|
315
Littelfuse
LFUS
$10.4B
| $234K | 0.02% |
+515
| New | +$223K |
2026 Q2
0 quarters
|
|
316
General Motors
GM
$74B
| $234K | 0.02% |
3,040
+114
| +4% | +$8.96K |
2025 Q3
3 quarters
|
|
317
DTE Energy
DTE
$26.8B
| $231K | 0.02% |
1,519
+121
| +9% | +$17.7K |
2026 Q1
1 quarter
|
|
318
Deere & Co
DE
$175B
| $231K | 0.02% |
+364
| New | +$211K |
2026 Q2
0 quarters
|
|
319
Bristol-Myers Squibb
BMY
$115B
| $230K | 0.02% |
3,987
+142
| +4% | +$8.15K |
2026 Q1
1 quarter
|
|
320
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
| $228K | 0.02% |
+2,365
| New | +$227K |
2026 Q2
0 quarters
|
|
321
Nu Holdings
NU
$75.9B
| $226K | 0.02% |
+16,883
| New | +$228K |
2026 Q2
0 quarters
|
|
322
Starbucks
SBUX
$105B
| $224K | 0.02% |
+2,196
| New | +$221K |
2026 Q2
0 quarters
|
|
323
National Grid
NGG
$78.8B
| $223K | 0.02% |
+2,692
| New | +$229K |
2026 Q2
0 quarters
|
|
324
Haemonetics
HAE
$5.59B
| $223K | 0.02% |
+2,970
| New | +$191K |
2026 Q2
0 quarters
|
|
325
Independent Bank
INDB
$3.64B
| $221K | 0.02% |
+2,645
| New | +$210K |
2026 Q2
0 quarters
|
|
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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.