Revolve Wealth Partners, LLC
Long book
$769.6M
Q1 2026
Positions
229
Top-10 weight
49%
concentration
Last quarter
+11.2%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsRevolve Wealth Partners, LLC is a wealth-management firm allocating client money, running a $769.6M US long book across 229 positions.
The portfolio is moderately concentrated (top 10 ≈ 49% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, ISHARES CORE MSCI EAFE ETF, ALPHA ARCHI INTL QT VLU ETF, ALPHA US QUANT MOM ETF, CAMBRIA SHAREHOLDER YIELD ET.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+5.6%
Q3 2024
-0.5%
Q4 2024
-2.1%
Q1 2025
+8.5%
Q2 2025
+6.4%
Q3 2025
+2.9%
Q4 2025
-1.4%
Q1 2026
+11.2%
Sector allocation
Technology 48%
Financials 10%
Healthcare 10%
Industrials 9%
Consumer discretionary 7%
Services media 5%
Other 2%
Energy 2%
Long book by quarter
What does Revolve Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 67.9K | $17.2M | 2.2% | -4.2% |
| NVDA NVIDIA CORP | Technology | 71.6K | $12.5M | 1.6% | +0.2% |
| MSFT MICROSOFT CORP | Technology | 25.1K | $9.3M | 1.2% | -6.9% |
| GOOGL ALPHABET INC-CL A | Technology | 18.0K | $5.2M | 0.7% | +1.5% |
| META META PLATFORMS INC-CLASS A | Technology | 8.9K | $5.1M | 0.7% | -1.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 24.2K | $5.0M | 0.7% | -4.1% |
| AMGN AMGEN INC | Healthcare | 13.3K | $4.7M | 0.6% | -4.4% |
| JPM JPMORGAN CHASE & CO | Financials | 12.8K | $3.8M | 0.5% | -9.4% |
| V VISA INC-CLASS A SHARES | Services media | 11.7K | $3.5M | 0.5% | -0.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 6.8K | $3.3M | 0.4% | +2.9% |
| AVGO BROADCOM INC | Technology | 10.0K | $3.1M | 0.4% | +4.4% |
| GOOG ALPHABET INC-CL C | Technology | 10.3K | $3.0M | 0.4% | +2.1% |
| TSLA TESLA INC | Industrials | 6.2K | $2.3M | 0.3% | -58.2% |
| XOM EXXON MOBIL CORP | Energy | 11.4K | $1.9M | 0.3% | -0.2% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.8K | $1.9M | 0.2% | +3.3% |
| ABBV ABBVIE INC | Healthcare | 7.8K | $1.7M | 0.2% | +3.5% |
| COMP COMPASS INC - CLASS A | Real estate | 229.6K | $1.7M | 0.2% | +0.3% |
| MA MASTERCARD INC - A | Services media | 3.3K | $1.7M | 0.2% | -3.0% |
| TOL TOLL BROTHERS INC | Industrials | 11.8K | $1.6M | 0.2% | +2.0% |
| AMD ADVANCED MICRO DEVICES | Technology | 7.8K | $1.6M | 0.2% | -1.1% |
| LLY ELI LILLY & CO | Healthcare | 1.6K | $1.5M | 0.2% | -1.1% |
| MU MICRON TECHNOLOGY INC | Technology | 4.3K | $1.5M | 0.2% | +7.2% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.2K | $1.2M | 0.2% | +8.9% |
| WMT WALMART INC | Consumer discretionary | 9.9K | $1.2M | 0.2% | +1.5% |
| CL COLGATE-PALMOLIVE CO | Other | 14.0K | $1.2M | 0.2% | -12.8% |
| NFLX NETFLIX INC | Services media | 11.2K | $1.1M | 0.1% | +7.5% |
| RTX RTX CORP | Industrials | 5.4K | $1.0M | 0.1% | +5.8% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 6.5K | $958K | 0.1% | -2.0% |
| UNH UNITEDHEALTH GROUP INC | Financials | 3.3K | $903K | 0.1% | -5.6% |
| GE GENERAL ELECTRIC | Industrials | 3.2K | $896K | 0.1% | +46.6% |
| CVX CHEVRON CORP | Energy | 4.2K | $863K | 0.1% | -4.6% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 1.9K | $856K | 0.1% | -4.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 5.6K | $810K | 0.1% | +1.8% |
| CSCO CISCO SYSTEMS INC | Technology | 10.0K | $774K | 0.1% | +9.0% |
| HD HOME DEPOT INC | Consumer discretionary | 2.3K | $759K | 0.1% | -7.7% |
| CSX CSX CORP | Industrials | 18.4K | $756K | 0.1% | -1.6% |
| BAC BANK OF AMERICA CORP | Financials | 15.3K | $744K | 0.1% | +9.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 230 | $769.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 20, 2026 | 228 | $850.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 232 | $833.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 28, 2025 | 228 | $769.6M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 225 | $691.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ARESTATEMENT | Mar 19, 2025 | 221 | $691.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 22, 2025 | 222 | $695.4M | SEC ↗ | |
| Q3 2024 | 13F-HR | Oct 18, 2024 | 193 | $656.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 179 | $608.4M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 15, 2024 | 186 | $587.2M | canonical | SEC ↗ |