We are live on
!
Find out more
RWP
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
(-9.5%)
Cap. Flow
-$68.2M
Cap. Flow
% of AUM
-8.86%
Top 10 Holdings %
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 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$2.64M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$1.81M |
| 3 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$658K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$485K |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$353K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
F/m US Treasury 3 Month Bill Fund
TBIL
|
+$17.7M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$10.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$5.67M |
| 4 |
Alpha Architect International Quantitative Value ETF
IVAL
|
+$5.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
201
Altria Group
MO
$123B
| $236K | 0.03% |
+3,583
| New | +$231K |
2026 Q1
0 quarters
|
|
202
iShares Russell 1000 ETF
IWB
$49.2B
| $236K | 0.03% |
663
-5
| -0.7% | -$1.86K |
2024 Q1
8 quarters
|
|
203
Intel
INTC
$504B
| $235K | 0.03% |
+5,328
| New | +$244K |
2026 Q1
0 quarters
|
|
204
PUT
UnitedHealth
UNH
$365B
| $235K | 0.03% |
+1,900
| New | +$566K |
2026 Q1
0 quarters
|
|
205
Bristol-Myers Squibb
BMY
$124B
| $233K | 0.03% |
+3,845
| New | +$224K |
2026 Q1
0 quarters
|
|
206
Comcast
CMCSA
$77.3B
| $231K | 0.03% |
8,052
-427
| -5% | -$12.8K |
2022 Q4
13 quarters
|
|
207
Progressive
PGR
$124B
| $230K | 0.03% |
1,159
+76
| +7% | +$15.7K |
2024 Q4
5 quarters
|
|
208
Ross Stores
ROST
$75B
| $225K | 0.03% |
+1,037
| New | +$207K |
2026 Q1
0 quarters
|
|
209
CVS Health
CVS
$118B
| $224K | 0.03% |
3,120
-75
| -2% | -$5.78K |
2025 Q2
3 quarters
|
|
210
Ameriprise Financial
AMP
$44.4B
| $224K | 0.03% |
504
+7
| +1% | +$3.37K |
2024 Q3
6 quarters
|
|
211
Williams Companies
WMB
$84.7B
| $220K | 0.03% |
+3,019
| New | +$209K |
2026 Q1
0 quarters
|
|
212
General Motors
GM
$73.4B
| $218K | 0.03% |
2,926
+82
| +3% | +$6.52K |
2025 Q3
2 quarters
|
|
213
Union Pacific
UNP
$172B
| $218K | 0.03% |
898
+27
| +3% | +$6.61K |
2025 Q3
2 quarters
|
|
214
Kroger
KR
$37B
| $218K | 0.03% |
+3,011
| New | +$204K |
2026 Q1
0 quarters
|
|
215
Lockheed Martin
LMT
$123B
| $217K | 0.03% |
+359
| New | +$221K |
2026 Q1
0 quarters
|
|
216
ConocoPhillips
COP
$170B
| $213K | 0.03% |
+1,614
| New | +$179K |
2026 Q1
0 quarters
|
|
217
Allstate
ALL
$60.6B
| $209K | 0.03% |
+1,009
| New | +$207K |
2026 Q1
0 quarters
|
|
218
Charles Schwab
SCHW
$163B
| $205K | 0.03% |
2,179
+170
| +8% | +$16.7K |
2025 Q3
2 quarters
|
|
219
DTE Energy
DTE
$26.7B
| $204K | 0.03% |
+1,398
| New | +$197K |
2026 Q1
0 quarters
|
|
220
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.9B
| $204K | 0.03% |
2,134
-64
| -3% | -$6.33K |
2025 Q2
3 quarters
|
|
221
Hartford Financial Services
HIG
$36B
| $203K | 0.03% |
1,504
+13
| +0.9% | +$1.77K |
2025 Q4
1 quarter
|
|
222
Travelers Companies
TRV
$80.1B
| $203K | 0.03% |
696
-106
| -13% | -$31.1K |
2024 Q4
5 quarters
|
|
223
Veeva Systems
VEEV
$50.7B
| $203K | 0.03% |
1,155
+215
| +23% | +$42.2K |
2025 Q1
4 quarters
|
|
224
Monolithic Power Systems
MPWR
$61.4B
| $202K | 0.03% |
+185
| New | +$202K |
2026 Q1
0 quarters
|
|
225
S&P Global
SPGI
$125B
| $202K | 0.03% |
474
-1
| -0.2% | -$464 |
2024 Q3
6 quarters
|
|
Similar funds
GIG
ACP
IECM
LSA
LAM
SWM
DCM
LGP
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.