2026 Q2 Portfolio Activity
In 2026 Q2, Revolve Wealth Partners, LLC maintained a portfolio of 363 distinct positions. The most significant new addition was DIMENSIONAL ETF TRUST, now representing 0.66% of the total fund value. They heavily accumulated shares in MICRON TECHNOLOGY INC, increasing the position by 9.1%. The fund also reduced its exposure to NVIDIA CORPORATION by 97.9%.
Position History
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Total Positions
363
Quarter
2026 Q2
Top Holding
VTI (13.9%)
Top 10 Concentration
43.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 363
Revolve Wealth Partners, LLC Full Holdings List — 2026 Q2
| 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 | 13.87% | 14.83% |
#1
Prev: #1
|
6.5 |
—
|
5,979 | 1.7% |
P
S
|
361,842 | $133,896,081 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IEFA
ISHARES TR
|
ETF | 5.33% | 6.14% |
#2
Prev: #2
|
4.1 |
—
|
10,102 | 1.9% |
P
S
|
532,594 | $51,437,894 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IVAL
EA SERIES TRUST
|
Bond/Debt | 4.48% | 5.48% |
#3
Prev: #3
|
3.3 |
—
|
26,804 | 2.2% |
P
S
|
1,268,919 | $43,232,054 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
QMOM
EA SERIES TRUST
|
Bond/Debt | 3.36% | 3.60% |
#4
Prev: #4
|
2.3 |
—
|
6,078 | 1.5% |
P
S
|
411,612 | $32,406,221 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
ITAN
EA SERIES TRUST
|
Bond/Debt | 3.24% | 3.41% |
#5
2
Prev: #7
|
2.3 |
—
|
15,510 | 2.1% |
P
S
|
747,367 | $31,262,376 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 3.09% | 3.38% |
#6
2
Prev: #8
|
1.7 |
—
|
26,022 | 2.5% |
P
S
|
1,076,142 | $29,809,142 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SYLD
CAMBRIA ETF TR
|
ETF | 3.07% | 3.57% |
#7
2
Prev: #5
|
1.7 |
—
|
9,986 | 2.7% |
P
S
|
374,169 | $29,591,896 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
HYMB
SPDR SERIES TRU...
|
ETF | 3.00% | 3.51% |
#8
2
Prev: #6
|
1.7 |
—
|
48,713 | 4.5% |
P
S
|
1,137,661 | $28,942,106 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AAPL
APPLE INC
|
Technology | 2.14% | 2.24% |
#9
4
Prev: #13
|
2.9 |
—
|
3,474 | 5.1% |
P
S
|
71,400 | $20,660,365 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
TFI
SPDR SERIES TRU...
|
ETF | 2.13% | 2.59% |
#10
1
Prev: #9
|
1.4 |
—
|
9,308 | 2.1% |
P
S
|
449,303 | $20,578,061 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IQDG
WISDOMTREE TR
|
Bond/Debt | 2.03% | 2.26% |
#11
1
Prev: #12
|
1.3 |
—
|
21,311 | 4.9% |
P
S
|
454,107 | $19,562,949 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DLN
WISDOMTREE TR
|
Unknown | 1.98% | 2.29% |
#12
1
Prev: #11
|
1.3 |
—
|
792 | 0.4% |
P
S
|
198,080 | $19,079,023 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.94% | 2.38% |
#13
3
Prev: #10
|
1.3 |
—
|
9,246 | 2.1% |
P
S
|
442,818 | $18,691,364 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 1.81% | 2.23% |
#14
Prev: #14
|
1.2 |
—
|
17,444 | 2.4% |
P
S
|
756,987 | $17,509,118 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 1.68% | 1.81% |
#15
1
Prev: #16
|
1.2 |
—
|
4,234 | 3.4% |
P
S
|
130,028 | $16,222,313 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.62% | 1.62% |
#16
1
Prev: #17
|
2.6 |
—
|
6,522 | 9.1% |
P
S
|
78,131 | $15,633,159 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
HYD
VANECK ETF TRUS...
|
ETF | 1.60% | 1.92% |
#17
2
Prev: #15
|
1.1 |
—
|
4,509 | 1.5% |
P
S
|
299,809 | $15,443,180 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
IVV
ISHARES TR
|
ETF | 1.59% | 1.52% |
#18
2
Prev: #20
|
2.6 |
—
|
2,561 | 14.3% |
P
S
|
20,525 | $15,370,605 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.48% | 1.60% |
#19
1
Prev: #18
|
1.1 |
—
|
-667 | -0.2% |
P
S
|
421,950 | $14,278,776 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MUB
ISHARES TR
|
ETF | 1.37% | 1.55% |
#20
1
Prev: #19
|
2.5 |
—
|
10,308 | 9.1% |
P
S
|
123,079 | $13,245,792 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 1.26% | 1.38% |
#21
Prev: #21
|
1.0 |
—
|
-1,251 | -0.3% |
P
S
|
412,375 | $12,136,204 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.01% | 1.21% |
#22
Prev: #22
|
0.9 |
—
|
1,083 | 4.3% |
P
S
|
26,190 | $9,769,239 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
TBIL
RBB FD INC
|
Unknown | 1.00% | 0.85% |
#23
1
Prev: #24
|
2.9 |
—
|
62,270 | 47.2% |
P
S
|
194,142 | $9,679,918 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.96% | 1.07% |
#24
1
Prev: #23
|
0.9 |
—
|
1,417 | 1.1% |
P
S
|
130,065 | $9,267,117 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.80% | 0.85% |
#25
Prev: #25
|
3.3 |
—
|
74,808 | 500.5% |
P
S
|
89,754 | $7,731,424 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.69% | 0.67% |
#26
2
Prev: #28
|
0.8 |
—
|
682 | 3.8% |
P
S
|
18,709 | $6,686,073 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.68% | 0.65% |
#27
3
Prev: #30
|
2.3 |
—
|
3,441 | 14.2% |
P
S
|
27,651 | $6,590,279 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.66% | — |
#28
Prev: #—
|
3.8 |
—
|
122,778 | — |
NEW
|
122,778 | $6,346,417 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
EFG
ISHARES TR
|
Warrant | 0.65% | 0.74% |
#29
3
Prev: #26
|
0.8 |
—
|
-979 | -1.9% |
P
S
|
50,284 | $6,256,357 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
PHB
INVESCO EXCH TR...
|
ETF | 0.61% | 0.73% |
#30
3
Prev: #27
|
0.7 |
—
|
5,996 | 1.9% |
P
S
|
320,350 | $5,859,209 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.60% | 0.66% |
#31
2
Prev: #29
|
2.2 |
—
|
1,316 | 14.7% |
P
S
|
10,259 | $5,778,850 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.56% | 0.19% |
#32
40
Prev: #72
|
2.2 |
—
|
389 | 9.1% |
P
S
|
4,685 | $5,407,896 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.55% | 0.32% |
#33
15
Prev: #48
|
3.2 |
—
|
55,938 | 114.0% |
P
S
|
105,003 | $5,355,151 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.55% | 0.54% |
#34
1
Prev: #33
|
2.2 |
—
|
802 | 12.6% |
P
S
|
7,148 | $5,337,799 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.53% | 0.60% |
#35
3
Prev: #32
|
0.7 |
—
|
71 | 0.1% |
P
S
|
59,570 | $5,092,600 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.53% | 0.40% |
#36
2
Prev: #38
|
2.7 |
—
|
3,380 | 33.7% |
P
S
|
13,415 | $5,067,413 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.49% | 0.21% |
#37
31
Prev: #68
|
2.2 |
—
|
413 | 5.3% |
P
S
|
8,193 | $4,759,456 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.49% | 0.38% |
#38
2
Prev: #40
|
2.7 |
—
|
3,132 | 30.4% |
P
S
|
13,423 | $4,742,751 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.49% | 0.61% |
#39
8
Prev: #31
|
0.7 |
—
|
-361 | -2.7% |
P
S
|
12,937 | $4,684,617 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.46% | 0.49% |
#40
6
Prev: #34
|
2.2 |
—
|
796 | 6.2% |
P
S
|
13,585 | $4,446,741 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 0.45% | 0.23% |
#41
20
Prev: #61
|
3.2 |
—
|
18,293 | 114.7% |
P
S
|
34,245 | $4,386,094 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
V
VISA INC
|
Financial Services | 0.41% | 0.46% |
#42
7
Prev: #35
|
0.7 |
—
|
-128 | -1.1% |
P
S
|
11,556 | $3,964,729 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.37% | 0.44% |
#43
7
Prev: #36
|
0.6 |
—
|
-438 | -7.8% |
P
S
|
5,194 | $3,567,554 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.37% | 0.43% |
#44
7
Prev: #37
|
0.6 |
—
|
272 | 4.0% |
P
S
|
7,113 | $3,559,102 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.36% | 0.39% |
#45
6
Prev: #39
|
0.6 |
—
|
-2,503 | -2.6% |
P
S
|
94,251 | $3,475,051 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.33% | 0.37% |
#46
3
Prev: #43
|
3.1 |
—
|
29,589 | 299.2% |
P
S
|
39,478 | $3,180,736 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 0.33% | 0.34% |
#47
Prev: #47
|
0.6 |
—
|
-853 | -1.0% |
P
S
|
87,893 | $3,175,556 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.32% | 0.35% |
#48
2
Prev: #46
|
0.6 |
—
|
-386 | -8.3% |
P
S
|
4,254 | $3,132,656 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.32% | 0.25% |
#49
10
Prev: #59
|
3.1 |
—
|
4,176 | 53.2% |
P
S
|
12,023 | $3,053,579 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-07-09 | |||
|
BOXX
EA SERIES TRUST
|
Unknown | 0.32% | 0.38% |
#50
8
Prev: #42
|
0.6 |
—
|
1,169 | 4.7% |
P
S
|
26,053 | $3,050,546 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-09 |
Showing 1-50 of 363 holdings