2026 Q1 Portfolio Activity
In 2026 Q1, Revolve Wealth Partners, LLC maintained a portfolio of 243 distinct positions. The most significant new addition was NORTHROP GRUMMAN CORP, now representing 0.03% of the total fund value. They heavily accumulated shares in EA SERIES TRUST, increasing the position by 1131.9%. The fund also reduced its exposure to RBB FD INC by 72.8%.
Position History
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Total Positions
243
Quarter
2026 Q1
Top Holding
VTI (14.8%)
Top 10 Concentration
48.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 243
Revolve Wealth Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 14.83% | 15.23% |
#1
Prev: #1
|
6.5 |
—
|
-30,467 | -7.9% |
P
S
|
355,863 | $114,164,263 |
$208.08
+74.9%
|
2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | ||
|
IEFA
ISHARES TR
|
ETF | 6.14% | 6.13% |
#2
Prev: #2
|
4.5 |
—
|
-60,792 | -10.4% |
P
S
|
522,492 | $47,301,218 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IVAL
EA SERIES TRUST
|
Bond/Debt | 5.48% | 5.14% |
#3
Prev: #3
|
3.7 |
—
|
-147,377 | -10.6% |
P
S
|
1,242,115 | $42,182,108 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
QMOM
EA SERIES TRUST
|
Bond/Debt | 3.60% | 3.29% |
#4
1
Prev: #5
|
2.4 |
—
|
-22,735 | -5.3% |
P
S
|
405,534 | $27,702,041 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SYLD
CAMBRIA ETF TR
|
ETF | 3.57% | 3.16% |
#5
1
Prev: #6
|
2.4 |
—
|
-22,806 | -5.9% |
P
S
|
364,183 | $27,463,068 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 3.51% | 3.12% |
#6
1
Prev: #7
|
1.9 |
—
|
26,243 | 2.5% |
P
S
|
1,088,948 | $27,005,901 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
ITAN
EA SERIES TRUST
|
Bond/Debt | 3.41% | 3.45% |
#7
3
Prev: #4
|
1.9 |
—
|
-60,926 | -7.7% |
P
S
|
731,857 | $26,242,632 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 3.38% | 2.96% |
#8
Prev: #8
|
1.9 |
—
|
1,457 | 0.1% |
P
S
|
1,050,120 | $25,990,476 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TFI
SPDR SERIES TRU...
|
ETF | 2.59% | 2.37% |
#9
1
Prev: #10
|
1.5 |
—
|
-1,936 | -0.4% |
P
S
|
439,995 | $19,949,358 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 2.38% | 2.13% |
#10
5
Prev: #15
|
1.5 |
—
|
8,272 | 1.9% |
P
S
|
433,572 | $18,305,427 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 2.29% | 2.20% |
#11
2
Prev: #13
|
1.4 |
—
|
-14,975 | -7.1% |
P
S
|
197,288 | $17,623,720 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IQDG
WISDOMTREE TR
|
Bond/Debt | 2.26% | 2.28% |
#12
1
Prev: #11
|
1.4 |
—
|
-34,185 | -7.3% |
P
S
|
432,796 | $17,372,431 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 2.24% | 2.26% |
#13
1
Prev: #12
|
1.4 |
—
|
-2,947 | -4.2% |
P
S
|
67,926 | $17,238,868 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 2.23% | 2.17% |
#14
Prev: #14
|
1.4 |
—
|
-50,061 | -6.3% |
P
S
|
739,543 | $17,172,186 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
HYD
VANECK ETF TRUS...
|
ETF | 1.92% | 1.81% |
#15
2
Prev: #17
|
1.3 |
—
|
-5,936 | -2.0% |
P
S
|
295,300 | $14,806,351 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.81% | 1.61% |
#16
3
Prev: #19
|
1.2 |
—
|
-8,546 | -6.4% |
P
S
|
125,794 | $13,896,409 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.62% | 1.57% |
#17
3
Prev: #20
|
1.1 |
—
|
166 | 0.2% |
P
S
|
71,609 | $12,488,670 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.60% | 1.73% |
#18
Prev: #18
|
1.1 |
—
|
-29,320 | -6.5% |
P
S
|
422,617 | $12,310,839 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MUB
ISHARES TR
|
ETF | 1.55% | 1.87% |
#19
3
Prev: #16
|
0.6 |
—
|
-35,979 | -24.2% |
P
S
|
112,771 | $11,970,631 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IVV
ISHARES TR
|
ETF | 1.52% | 1.41% |
#20
2
Prev: #22
|
1.1 |
—
|
422 | 2.4% |
P
S
|
17,964 | $11,734,535 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.38% | 1.36% |
#21
2
Prev: #23
|
1.1 |
—
|
-17,114 | -4.0% |
P
S
|
413,626 | $10,605,359 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.21% | 1.53% |
#22
1
Prev: #21
|
1.0 |
—
|
-1,854 | -6.9% |
P
S
|
25,107 | $9,293,875 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 1.07% | 1.02% |
#23
1
Prev: #24
|
0.9 |
—
|
-10,575 | -7.6% |
P
S
|
128,648 | $8,243,792 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TBIL
RBB FD INC
|
Unknown | 0.85% | 2.85% |
#24
15
Prev: #9
|
0.3 |
—
|
-353,700 | -72.8% |
P
S
|
131,872 | $6,575,156 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.85% | 0.89% |
#25
Prev: #25
|
0.8 |
—
|
-564 | -3.6% |
P
S
|
14,946 | $6,528,337 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EFG
ISHARES TR
|
Warrant | 0.74% | 0.68% |
#26
4
Prev: #30
|
0.8 |
—
|
161 | 0.3% |
P
S
|
51,263 | $5,709,175 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PHB
INVESCO EXCH TR...
|
ETF | 0.73% | 0.72% |
#27
Prev: #27
|
0.8 |
—
|
-16,718 | -5.0% |
P
S
|
314,354 | $5,639,510 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.67% | 0.65% |
#28
3
Prev: #31
|
0.8 |
—
|
270 | 1.5% |
P
S
|
18,027 | $5,183,721 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.66% | 0.70% |
#29
1
Prev: #28
|
0.8 |
—
|
-137 | -1.5% |
P
S
|
8,943 | $5,116,593 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.65% | 0.69% |
#30
1
Prev: #29
|
0.8 |
—
|
-1,037 | -4.1% |
P
S
|
24,210 | $5,042,164 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.61% | 0.54% |
#31
3
Prev: #34
|
0.7 |
—
|
-613 | -4.4% |
P
S
|
13,298 | $4,679,061 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.60% | 0.56% |
#32
Prev: #32
|
0.7 |
—
|
-4,203 | -6.6% |
P
S
|
59,499 | $4,587,973 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.54% | 0.54% |
#33
Prev: #33
|
0.7 |
—
|
-436 | -6.4% |
P
S
|
6,346 | $4,126,959 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.49% | 0.53% |
#34
1
Prev: #35
|
0.7 |
—
|
-1,334 | -9.4% |
P
S
|
12,789 | $3,761,986 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
V
VISA INC
|
Financial Services | 0.46% | 0.48% |
#35
2
Prev: #37
|
0.7 |
—
|
-50 | -0.4% |
P
S
|
11,684 | $3,531,392 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.44% | 0.48% |
#36
Prev: #36
|
0.7 |
—
|
-940 | -14.3% |
P
S
|
5,632 | $3,365,583 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.43% | 0.39% |
#37
1
Prev: #38
|
0.7 |
—
|
190 | 2.9% |
P
S
|
6,841 | $3,278,043 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.40% | 0.39% |
#38
1
Prev: #39
|
0.7 |
—
|
419 | 4.4% |
P
S
|
10,035 | $3,105,848 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.39% | 0.38% |
#39
1
Prev: #40
|
0.7 |
—
|
-9,777 | -9.2% |
P
S
|
96,754 | $2,995,511 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.38% | 0.37% |
#40
1
Prev: #41
|
0.7 |
—
|
212 | 2.1% |
P
S
|
10,291 | $2,952,198 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.38% | 0.31% |
#41
6
Prev: #47
|
0.7 |
—
|
-399 | -0.4% |
P
S
|
94,546 | $2,900,672 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.38% | 0.03% |
#42
169
Prev: #211
|
3.2 |
—
|
22,864 | 1131.9% |
P
S
|
24,884 | $2,893,760 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.37% | 0.36% |
#43
1
Prev: #42
|
0.6 |
—
|
-664 | -6.3% |
P
S
|
9,889 | $2,839,992 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
EFV
ISHARES TR
|
ETF | 0.37% | 0.31% |
#44
1
Prev: #45
|
0.6 |
—
|
988 | 2.7% |
P
S
|
38,152 | $2,836,586 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DFSI
DIMENSIONAL ETF...
|
Bond/Debt | 0.35% | 0.33% |
#45
1
Prev: #44
|
0.6 |
—
|
-2,619 | -4.0% |
P
S
|
63,413 | $2,688,697 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.35% | 0.28% |
#46
7
Prev: #53
|
2.6 |
—
|
799 | 20.8% |
P
S
|
4,640 | $2,678,310 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.34% | 0.30% |
#47
1
Prev: #48
|
0.6 |
—
|
-464 | -0.5% |
P
S
|
88,746 | $2,580,720 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.32% | 0.08% |
#48
61
Prev: #109
|
3.1 |
—
|
35,453 | 260.5% |
P
S
|
49,065 | $2,501,334 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IWM
ISHARES TR
|
ETF | 0.31% | 0.29% |
#49
1
Prev: #50
|
0.6 |
—
|
-324 | -3.2% |
P
S
|
9,765 | $2,421,689 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IXUS
ISHARES TR
|
ETF | 0.31% | 0.29% |
#50
1
Prev: #51
|
0.6 |
—
|
-1,800 | -6.2% |
P
S
|
27,170 | $2,354,009 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 243 holdings