Institutional Manager · CIK 0001808992
Revolve Wealth Partners, LLC
Hackensack, NJ · File #028-21599
Latest AUM
$850.7M
Positions
228
Top-10 Concentration
55.9%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | BITWISE 10 CRYPTO INDEX ETF | BITW | +48,253 | +$2.8M | $0 |
| NEW | EA SERIES TRUST | 02072Q358 | +53,012 | +$2.6M | $0 |
| NEW | AMERICAN CENTY ETF TR | 025072885 | +16,420 | +$1.8M | $0 |
| REDUCE | VANGUARD INDEX FDS | 922908769 | -4,703 | -$1.6M | +$2.8M |
| REDUCE | ISHARES TR | 464287200 | -1,896 | -$1.3M | +$303,884 |
| REDUCE | RBB FD INC | 74933W452 | -25,168 | -$1.3M | -$61,269 |
| REDUCE | SPDR SERIES TRUST | 78464A284 | -45,308 | -$1.1M | +$11,063 |
| REDUCE | APPLE INC | AAPL | -3,942 | -$1.1M | +$1.3M |
| REDUCE | NVIDIA CORPORATION | NVDA | -5,740 | -$1.1M | -$6,158 |
| REDUCE | VANECK ETF TRUST | 92189H409 | -19,368 | -$990,091 | +$70,523 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025228 pos · $850.7M
- 13F HOLDINGS REPORTQ/E Sep 2025232 pos · $833.5M
- 13F HOLDINGS REPORTQ/E Jun 2025228 pos · $769.6M
- 13F HOLDINGS REPORTQ/E Mar 2025225 pos · $691.4M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2025221 pos · $691.8M
- 13F HOLDINGS REPORTQ/E Dec 2024222 pos · $695.4M
- 13F HOLDINGS REPORTQ/E Sep 2024193 pos · $656.5M
- 13F HOLDINGS REPORTQ/E Jun 2024179 pos · $608.4M
- 13F HOLDINGS REPORTQ/E Mar 2024186 pos · $587.2M
- 13F HOLDINGS REPORTQ/E Dec 2023148 pos · $434.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 386,330 | $129.5M | 17.85% |
| 2 | ISHARES TR | 46432F842 | 583,284 | $52.2M | 7.19% |
| 3 | EA SERIES TRUST | 02072L201 | 1,389,492 | $43.7M | 6.02% |
| 4 | EA SERIES TRUST | 02072L771 | 792,783 | $29.4M | 4.05% |
| 5 | EA SERIES TRUST | 02072L409 | 428,269 | $28.0M | 3.85% |
| 6 | CAMBRIA ETF TR | 132061201 | 386,989 | $26.9M | 3.71% |
| 7 | SPDR SERIES TRUST | 78464A284 | 1,062,705 | $26.5M | 3.65% |
| 8 | SCHWAB STRATEGIC TR | 808524805 | 1,048,663 | $25.2M | 3.47% |
| 9 | RBB FD INC | 74933W452 | 485,572 | $24.2M | 3.34% |
| 10 | SPDR SERIES TRUST | 78468R721 | 441,931 | $20.2M | 2.78% |
| 11 | WISDOMTREE TR | WT | 466,981 | $19.4M | 2.67% |
| 12 | APPLE INC | AAPL | 70,873 | $19.3M | 2.66% |
| 13 | WISDOMTREE TR | WT | 212,263 | $18.7M | 2.58% |
| 14 | SCHWAB STRATEGIC TR | 808524839 | 789,604 | $18.5M | 2.54% |
| 15 | DIMENSIONAL ETF TRUST | 25434V872 | 425,300 | $18.1M | 2.49% |
| 16 | ISHARES TR | 464288414 | 148,750 | $15.9M | 2.20% |
| 17 | VANECK ETF TRUST | 92189H409 | 301,236 | $15.4M | 2.12% |
| 18 | SCHWAB STRATEGIC TR | 808524300 | 451,937 | $14.7M | 2.03% |
| 19 | AMERICAN CENTY ETF TR | 025072877 | 134,340 | $13.7M | 1.89% |
| 20 | NVIDIA CORPORATION | NVDA | 71,443 | $13.3M | 1.84% |