Revolve Wealth Partners
Revolve Wealth Partners reported 315 stocks worth $955M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VTI (14.5%), IEFA (5.5%) and IVAL (5.0%). Compared with Q2 2026, the fund opened new positions in CBRS, added to VTI, IEFA and IVAL, trimmed AAPL, HYMB and IVV and sold out of XOM, AVY and SAIA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $138M | 14.5% | 370K | +7,938 (+2%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $52.8M | 5.5% | 545K | +13K (+2%) | 8 of 8 | |
| 3 |  IVAL EA Series Trust | $47.5M | 5.0% | 1.3M | +49K (+4%) | 8 of 8 | |
| 4 |  ITAN EA Series Trust | $32.8M | 3.4% | 753K | +5,230 (+1%) | 8 of 8 | |
| 5 |  SCHF Schwab International | $31.9M | 3.3% | 1.2M | +84K (+8%) | 8 of 8 | |
| 6 |  SYLD Cambria Shareholder Yield ETF | $30.6M | 3.2% | 379K | +5,259 (+1%) | 8 of 8 | |
| 7 |  QMOM EA Series Trust | $30.5M | 3.2% | 423K | +11K (+3%) | 8 of 8 | |
| 8 |  HYD Vaneck ETF Trust | $24.1M | 2.5% | 503K | +203K (+68%) | 8 of 8 | |
| 9 |  AAPL Apple Inc | $22.9M | 2.4% | 69K | −2,670 (−4%) | 8 of 8 | |
| 10 |  IQDG Wisdomtree TR | $21.1M | 2.2% | 495K | +41K (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
DIMENSIONAL ETF TRUST | $1.9M | 49K |
 XOM Exxon Mobil Corp | $1.7M | 13K |
 AVY Avery Dennison Corp | $591K | 3,638 |
 SAIA Saia Inc | $485K | 1,151 |
 RL Ralph Lauren Corp | $479K | 1,193 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Revolve Wealth Partners 13F FAQ
What does Revolve Wealth Partners own?
Revolve Wealth Partners reported 315 stocks worth $955M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are VTI (14.5%), IEFA (5.5%) and IVAL (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Revolve Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 12 new positions, 95 added to, 161 trimmed and 47 sold out. New positions include CBRS. It sold all of XOM, AVY and SAIA.
When will Revolve Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Revolve Wealth Partners's portfolio worth?
The Q3 2026 filing reports $955M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.