Revolve Wealth Partners, LLC

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CIK 1808992

13F portfolio (2026-Q1)

$770M

Positions

229

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

229

Top 5

33.6%

Top 10

48.9%

Effective N

24.2

HHI

0.041

This quarter

14 new · 0 exit →

By sector

Unclassified81.7%

Information Technology7.3%

Financials2.5%

Communication Services2.1%

Health Care1.9%

Consumer Discretionary1.7%

Industrials1.2%

Energy0.4%

Other1.3%

By market cap

Unknown81.7%

Mega (>$200B)14.2%

Large ($10–200B)3.9%

Mid ($2–10B)0.2%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other81.7%

North America18.3%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	82.11%	96
Semiconductors & Semiconductor Equipment	2.71%	10
Technology Hardware & Equipment	2.64%	8
Software & IT Services	1.77%	5
Software	1.67%	9
Pharmaceuticals & Biotechnology	1.61%	11
Specialty Retail	1.19%	7
Banks	0.82%	7
Commercial Services & Supplies	0.81%	5
Oil, Gas & Consumable Fuels	0.41%	5
Chemicals	0.39%	4
Utilities	0.36%	8
Capital Markets	0.35%	7
Aerospace & Defense	0.33%	6
Automobiles & Components	0.33%	2
Construction & Engineering	0.28%	2
Insurance	0.26%	6
Electrical Equipment & Components	0.23%	3
Real Estate Management & Development	0.22%	1
Machinery	0.21%	4
Health Care Equipment & Supplies	0.20%	3
Media & Entertainment	0.17%	2
Beverages	0.14%	2
Road & Rail	0.13%	2
Diversified Telecommunication Services	0.12%	2
Marine	0.09%	1
Tobacco	0.08%	2
Food & Staples Retailing	0.06%	2
Entertainment	0.06%	1
Hotels, Restaurants & Leisure	0.05%	1
Life Sciences Tools & Services	0.05%	1
Distributors	0.04%	1
Textiles, Apparel & Luxury Goods	0.04%	1
Equity Real Estate Investment Trusts (REITs)	0.03%	1
Communications Equipment	0.03%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VTI	VANGUARD INDEX FDS	Unclassified	14.83%
2	IEFA	ISHARES TR	Unclassified	6.15%
3	IVAL	EA SERIES TRUST	Unclassified	5.48%
4	QMOM	EA SERIES TRUST	Unclassified	3.60%
5	SYLD	CAMBRIA ETF TR	Unclassified	3.57%
6	HYMB	SPDR SERIES TRUST	Unclassified	3.51%
7	ITAN	EA SERIES TRUST	Unclassified	3.41%
8	SCHF	SCHWAB STRATEGIC TR	Unclassified	3.38%
9	TFI	SPDR SERIES TRUST	Unclassified	2.59%
10	DFCF	DIMENSIONAL ETF TRUST	Unclassified	2.38%

134/229 names classified · sector 18.3% of weight · industry 17.9% · mkt cap 18.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

Information TechnologyAAPL, MSFT, NVDA, AMD, AVGO · other

FinancialsV, UNH, JPM, BRK.B, MA · other

Consumer DiscretionaryAMZN, TSLA, HD, COST, CVGI · other

Health CareAMGN, JNJ, PFE, ABBV, LLY · other

Communication ServicesMETA, GOOGL, GOOG, NFLX, DIS · other

IndustrialsUBER, RTX, LOAR, TOL, LEN · other

MaterialsCL, PG, APD, LIN, KVUE · other

EnergyXOM, CVX, COP, RIG, GTE · other

Real EstateEQIX, COMP, PLD, SAFE, WELL

Consumer StaplesKO, PEP, CVS, PM, MO · other

UtilitiesDUK, ED, NEE, HE, OKE · other

UnclassifiedVTI, DLN, IEFA, SCHX, SCHG · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 18.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 18% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (128 classified)Revolve Wealth Partners, LLC centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesHealth CareConsumer DiscretionaryIndustrialsEnergyMaterialsUtilitiesConsumer StaplesReal Estate

Style box summary for Revolve Wealth Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 10.8%, Large Core 3.8%, Large Value 1.9%.

Classified: 17.6% of book weight (128/229 names) · unclassified 82.4%: VTI, IEFA, IVAL, QMOM, SYLD, HYMB, ITAN, SCHF, TFI, DFCF +91 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 229 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VTIVANGUARD INDEX FDS	355,863	$114M	14.8%	TRIM −8%
2	IEFAISHARES TR	522,492	$47M	6.1%	TRIM −10%
3	IVALEA SERIES TRUST	1,242,115	$42M	5.5%	TRIM −11%
4	QMOMEA SERIES TRUST	405,534	$28M	3.6%	TRIM −5%
5	SYLDCAMBRIA ETF TR	364,183	$27M	3.6%	TRIM −6%
6	HYMBSPDR SERIES TRUST	1,088,948	$27M	3.5%	ADD 2%
7	ITANEA SERIES TRUST	731,857	$26M	3.4%	TRIM −8%
8	SCHFSCHWAB STRATEGIC TR	1,050,120	$26M	3.4%	HOLD
9	TFISPDR SERIES TRUST	439,995	$20M	2.6%	HOLD
10	DFCFDIMENSIONAL ETF TRUST	433,572	$18M	2.4%	HOLD
11	DLNWISDOMTREE TR	197,288	$18M	2.3%	TRIM −7%
12	IQDGWISDOMTREE TR	432,796	$17M	2.3%	TRIM −7%
13	AAPLAPPLE INC	67,926	$17M	2.2%	TRIM −4%
14	SCHZSCHWAB STRATEGIC TR	739,543	$17M	2.2%	TRIM −6%
15	HYDVANECK ETF TRUST	295,300	$15M	1.9%	HOLD
16	AVUVAMERICAN CENTY ETF TR	125,794	$14M	1.8%	TRIM −6%
17	NVDANVIDIA CORPORATION	71,609	$12M	1.6%	HOLD
18	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	422,617	$12M	1.6%	TRIM −6%
19	MUBISHARES TR	112,771	$12M	1.6%	TRIM −24%
20	IVVISHARES TR	17,964	$12M	1.5%	ADD 2%
21	SCHXSCHWAB U.S. LARGE-CAP ETF	413,626	$11M	1.4%	TRIM −4%
22	MSFTMICROSOFT CORP	25,107	$9M	1.2%	TRIM −7%
23	VEAVANGUARD TAX-MANAGED FDS	128,648	$8M	1.1%	TRIM −8%
24	TBILRBB FD INC	131,872	$7M	0.9%	TRIM −73%
25	VUGVANGUARD INDEX FDS	14,946	$7M	0.8%	TRIM −4%
26	EFGISHARES TR	51,263	$6M	0.7%	HOLD
27	IFLNINVESCO EXCH TRADED FD TR II	314,354	$6M	0.7%	TRIM −5%
28	GOOGLALPHABET INC	18,027	$5M	0.7%	HOLD
29	METAMETA PLATFORMS INC	8,943	$5M	0.7%	HOLD
30	AMZNAMAZON COM INC	24,210	$5M	0.7%	TRIM −4%
31	AMGNAMGEN INC	13,298	$5M	0.6%	TRIM −4%
32	VXUSVANGUARD STAR FDS	59,499	$5M	0.6%	TRIM −7%
33	SPYSTATE STR SPDR S&P 500 ETF T	6,346	$4M	0.5%	TRIM −6%
34	JPMJPMORGAN CHASE & CO	12,789	$4M	0.5%	TRIM −9%
35	VVISA INC	11,684	$4M	0.5%	HOLD
36	VOOVANGUARD INDEX FDS	5,632	$3M	0.4%	TRIM −14%
37	BRK.BBERKSHIRE HATHAWAY INC DEL	6,841	$3M	0.4%	ADD 3%
38	AVGOBROADCOM INC	10,035	$3M	0.4%	ADD 4%
39	SCHMSCHWAB STRATEGIC TR	96,754	$3M	0.4%	TRIM −9%
40	GOOGALPHABET INC	10,291	$3M	0.4%	ADD 2%
41	SCHDSCHWAB STRATEGIC TR	94,546	$3M	0.4%	HOLD
42	BOXXEA SERIES TRUST	24,884	$3M	0.4%	ADD 1132%
43	VOVANGUARD INDEX FDS	9,889	$3M	0.4%	TRIM −6%
44	EFVISHARES TR	38,152	$3M	0.4%	ADD 3%
45	DFSIDIMENSIONAL ETF TRUST	63,413	$3M	0.3%	TRIM −4%
46	QQQINVESCO QQQ TR	4,640	$3M	0.3%	ADD 21%
47	SCHASCHWAB STRATEGIC TR	88,746	$3M	0.3%	HOLD
48	JMSTJ P MORGAN EXCHANGE TRADED F	49,065	$3M	0.3%	ADD 260%
49	IWMISHARES TR	9,765	$2M	0.3%	TRIM −3%
50	IXUSISHARES TR	27,170	$2M	0.3%	TRIM −6%
51	TSLATESLA INC	6,216	$2M	0.3%	TRIM −58%
52	MDYSPDR S&P MIDCAP 400 ETF TR	3,649	$2M	0.3%	TRIM −4%
53	IJRISHARES TR	17,827	$2M	0.3%	TRIM −8%
54	DSIISHARES TR	17,809	$2M	0.3%	HOLD
55	NULVNUSHARES ETF TR	45,482	$2M	0.3%	HOLD
56	VBVANGUARD INDEX FDS	7,895	$2M	0.3%	TRIM −6%
57	NULGNUSHARES ETF TR	22,461	$2M	0.3%	TRIM −7%
58	XOMEXXON MOBIL CORP	11,357	$2M	0.3%	HOLD
59	JNJJOHNSON & JOHNSON	7,847	$2M	0.2%	ADD 3%
60	IWFISHARES TR	4,403	$2M	0.2%	TRIM −17%
61	AVUSAMERICAN CENTY ETF TR	15,952	$2M	0.2%	TRIM −3%
62	AAEQEA SERIES TRUST	37,692	$2M	0.2%	TRIM −29%
63	IJHISHARES TR	25,692	$2M	0.2%	TRIM −16%
64	ABBVABBVIE INC	7,821	$2M	0.2%	ADD 4%
65	COMPCOMPASS INC	229,617	$2M	0.2%	HOLD
66	MAMASTERCARD INCORPORATED	3,320	$2M	0.2%	TRIM −3%
67	TOLTOLL BROTHERS INC	11,792	$2M	0.2%	HOLD
68	AMDADVANCED MICRO DEVICES INC	7,780	$2M	0.2%	HOLD
69	AVSDAMERICAN CENTY ETF TR	20,697	$2M	0.2%	TRIM −4%
70	NUSCNUSHARES ETF TR	32,388	$1M	0.2%	HOLD
71	LLYELI LILLY & CO	1,578	$1M	0.2%	HOLD
72	MUMICRON TECHNOLOGY INC	4,296	$1M	0.2%	ADD 7%
73	VOEVANGUARD INDEX FDS	7,694	$1M	0.2%	TRIM −4%
74	DMXFISHARES TR	18,137	$1M	0.2%	HOLD
75	COSTCOSTCO WHSL CORP NEW	1,248	$1M	0.2%	ADD 9%
76	WMTWALMART INC	9,927	$1M	0.2%	HOLD
77	AAUSEA SERIES TRUST	23,350	$1M	0.2%	TRIM −39%
78	CLCOLGATE PALMOLIVE CO	13,979	$1M	0.2%	TRIM −13%
79	DFSVDIMENSIONAL ETF TRUST	32,152	$1M	0.1%	TRIM −13%
80	NUMVNUSHARES ETF TR	29,055	$1M	0.1%	HOLD
81	NFLXNETFLIX INC	11,205	$1M	0.1%	ADD 7%
82	RTXRTX CORPORATION	5,353	$1M	0.1%	ADD 6%
83	NUMGNUSHARES ETF TR	24,639	$1M	0.1%	TRIM −6%
84	VTEBVANGUARD MUN BD FDS	20,085	$1M	0.1%	TRIM −22%
85	PLTRPALANTIR TECHNOLOGIES INC	6,547	$957,721	0.1%	HOLD
86	FNDXSCHWAB STRATEGIC TR	33,975	$946,204	0.1%	ADD 12%
87	UNHUNITEDHEALTH GROUP INC	3,337	$902,959	0.1%	TRIM −6%
88	IWPISHARES TR	7,040	$901,975	0.1%	HOLD
89	GEGE AEROSPACE	3,157	$895,905	0.1%	ADD 47%
90	IWSISHARES TR	5,952	$867,498	0.1%	HOLD
91	CVXCHEVRON CORP NEW	4,169	$862,554	0.1%	TRIM −5%
92	VWOVANGUARD INTL EQUITY INDEX F	15,865	$857,503	0.1%	HOLD
93	ISRGINTUITIVE SURGICAL INC	1,857	$856,058	0.1%	TRIM −5%
94	VIGVANGUARD SPECIALIZED FUNDS	3,883	$835,096	0.1%	TRIM −25%
95	PGPROCTER AND GAMBLE CO	5,607	$809,880	0.1%	HOLD
96	CSCOCISCO SYS INC	9,978	$774,177	0.1%	ADD 9%
97	VOTVANGUARD INDEX FDS	2,984	$767,850	0.1%	TRIM −2%
98	HDHOME DEPOT INC	2,307	$758,737	0.1%	TRIM −8%
99	CSXCSX CORP	18,429	$756,492	0.1%	HOLD
100	BACBANK AMERICA CORP	15,256	$743,722	0.1%	ADD 9%
101	FNDFSCHWAB STRATEGIC TR	14,987	$733,314	0.1%	ADD 5%
102	ORCLORACLE CORP	4,979	$732,505	0.1%	TRIM −11%
103	EFAISHARES TR	7,345	$713,388	0.1%	TRIM −5%
104	GSGOLDMAN SACHS GROUP INC	840	$710,739	0.1%	HOLD
105	RCLROYAL CARIBBEAN GROUP	2,453	$675,054	0.1%	HOLD
106	PXFINVESCO EXCH TRADED FD TR II	9,485	$663,002	0.1%	ADD 11%
107	KOCOCA COLA CO	8,647	$657,599	0.1%	ADD 3%
108	EEMISHARES TR	11,573	$657,231	0.1%	HOLD
109	MRKMERCK & CO INC	5,333	$641,449	0.1%	ADD 7%
110	AGGISHARES TR	6,347	$630,046	0.1%	TRIM −34%
111	ADIANALOG DEVICES INC	1,964	$624,827	0.1%	TRIM −14%
112	BITWBITWISE 10 CRYPTO INDEX ETF	13,845	$617,584	0.1%	TRIM −71%
113	GEVGE VERNOVA INC	690	$602,305	0.1%	ADD 34%
114	SPMDSPDR SERIES TRUST	10,165	$601,971	0.1%	TRIM −4%
115	BXBLACKSTONE INC	5,231	$601,513	0.1%	TRIM −7%
116	PRFZINVESCO EXCHANGE TRADED FD T	12,997	$596,172	0.1%	HOLD
117	APDAIR PRODS & CHEMS INC	1,986	$576,930	0.1%	HOLD
118	UBERUBER TECHNOLOGIES INC	7,969	$573,210	0.1%	TRIM −14%
119	PRFINVESCO EXCHANGE TRADED FD T	11,779	$559,856	0.1%	HOLD
120	CATCATERPILLAR INC	777	$550,776	0.1%	ADD 14%
121	IBMINTERNATIONAL BUSINESS MACHS	2,246	$544,423	0.1%	TRIM −7%
122	TAT&T INC	18,280	$529,930	0.1%	ADD 9%
123	LENLENNAR CORP	6,101	$529,820	0.1%	TRIM −18%
124	IWYISHARES TR	2,126	$529,034	0.1%	HOLD
125	SUBISHARES TR	4,954	$527,601	0.1%	TRIM −2%
126	VTVVANGUARD INDEX FDS	2,688	$527,388	0.1%	TRIM −5%
127	HONHONEYWELL INTL INC	2,315	$523,336	0.1%	HOLD
128	IEMGISHARES INC	7,372	$514,230	0.1%	HOLD
129	IDXXIDEXX LABS INC	895	$502,892	0.1%	ADD 3%
130	GILDGILEAD SCIENCES INC	3,593	$500,690	0.1%	HOLD
131	OKEONEOK INC NEW	5,502	$497,348	0.1%	HOLD
132	PXHINVESCO EXCH TRADED FD TR II	18,217	$490,219	0.1%	HOLD
133	APHAMPHENOL CORP	3,837	$484,807	0.1%	TRIM −59%
134	SCHBSCHWAB STRATEGIC TR	18,953	$475,719	0.1%	ADD 3%
135	AXPAMERICAN EXPRESS CO	1,552	$469,506	0.1%	ADD 6%
136	AMATAPPLIED MATLS INC	1,351	$461,758	0.1%	ADD 5%
137	NOWSERVICENOW INC	4,313	$450,924	0.1%	TRIM −4%
138	ROKROCKWELL AUTOMATION INC	1,250	$448,534	0.1%	ADD 2%
139	NEENEXTERA ENERGY INC	4,817	$447,425	0.1%	HOLD
140	EDCONSOLIDATED EDISON INC	3,870	$438,035	0.1%	HOLD
141	DISDISNEY WALT CO	4,504	$434,064	0.1%	TRIM −3%
142	VZVERIZON COMMUNICATIONS INC	8,599	$431,652	0.1%	ADD 4%
143	GBTCGRAYSCALE BITCOIN TRUST ETF	7,993	$421,711	0.1%	ADD 5%
144	PEPPEPSICO INC	2,682	$416,452	0.1%	ADD 4%
145	LINLINDE PLC	839	$415,943	0.1%	ADD 6%
146	PMPHILIP MORRIS INTL INC	2,510	$415,035	0.1%	ADD 5%
147	TJXTJX COS INC NEW	2,596	$414,581	0.1%	ADD 5%
148	IWVISHARES TR	1,113	$412,539	0.1%	HOLD
149	LRCXLAM RESEARCH CORP	1,930	$412,387	0.1%	TRIM −3%
150	DUKDUKE ENERGY CORP NEW	3,137	$410,734	0.1%	ADD 8%
151	DXCMDEXCOM	6,244	$392,123	0.1%	ADD 3%
152	WFCWELLS FARGO CO NEW	4,905	$390,495	0.1%	ADD 2%
153	ABTABBOTT LABS	3,802	$390,395	0.1%	TRIM −17%
154	MCDMCDONALDS CORP	1,255	$390,053	0.1%	TRIM −16%
155	INTUINTUIT	850	$367,523	0.0%	TRIM −4%
156	MTDMETTLER TOLEDO INTERNATIONAL	287	$361,964	0.0%	HOLD
157	DHRDANAHER CORP DEL	1,908	$361,759	0.0%	ADD 2%
158	AVDEAMERICAN CENTY ETF TR	4,253	$360,825	0.0%	HOLD
159	COFCAPITAL ONE FINL CORP	1,954	$356,480	0.0%	ADD 4%
160	ETNEATON CORP PLC	978	$349,801	0.0%	ADD 2%
161	VVVANGUARD INDEX FDS	1,139	$340,434	0.0%	HOLD
162	KLACKLA CORP	229	$337,182	0.0%	ADD 5%
163	IAUISHARES GOLD TR	3,810	$335,890	0.0%	HOLD
164	BNDVANGUARD BD INDEX FDS	4,561	$335,881	0.0%	TRIM −29%
165	XSOEWISDOMTREE TR	8,331	$334,060	0.0%	HOLD
166	PHPARKER-HANNIFIN CORP	371	$332,157	0.0%	ADD 7%
167	AVLVAMERICAN CENTY ETF TR	4,111	$331,388	0.0%	HOLD
168	APPAPPLOVIN CORP	828	$329,544	0.0%	TRIM −12%
169	MSMORGAN STANLEY	2,001	$329,355	0.0%	ADD 6%
170	PODDINSULET CORP	1,567	$328,819	0.0%	ADD 5%
171	IWRISHARES TR	3,360	$326,693	0.0%	HOLD
172	PFEPFIZER INC	11,422	$320,744	0.0%	TRIM −15%
173	BLKBLACKROCK INC	330	$317,454	0.0%	ADD 7%
174	PEGPUBLIC SVC ENTERPRISE GROUP	3,848	$311,479	0.0%	HOLD
175	MCKMCKESSON CORP	357	$308,939	0.0%	ADD 17%
176	ANETARISTA NETWORKS INC	2,489	$305,599	0.0%	ADD 35%
177	BNYBANK NEW YORK MELLON CORP	2,571	$305,017	0.0%	ADD 6%
178	EMREMERSON ELEC CO	2,315	$303,311	0.0%	HOLD
179	RJFRAYMOND JAMES FINL INC	2,078	$300,874	0.0%	HOLD
180	CRMSALESFORCE INC	1,578	$294,565	0.0%	TRIM −18%
181	ADBEADOBE INC	1,203	$292,425	0.0%	TRIM −9%
182	GDGENERAL DYNAMICS CORP	845	$290,021	0.0%	TRIM −14%
183	CCITIGROUP INC	2,535	$287,521	0.0%	ADD 2%
184	SCHVSCHWAB STRATEGIC TR	9,337	$284,779	0.0%	TRIM −52%
185	TPRTAPESTRY INC	2,015	$284,337	0.0%	ADD 7%
186	CBCHUBB LIMITED	856	$279,042	0.0%	HOLD
187	LOWLOWES COS INC	1,176	$277,983	0.0%	ADD 2%
188	TMOTHERMO FISHER SCIENTIFIC INC	561	$275,518	0.0%	TRIM −8%
189	DIASPDR DOW JONES INDL AVERAGE	584	$270,597	0.0%	ADD 2%
190	WELLWELLTOWER INC	1,347	$266,315	0.0%	TRIM −6%
191	SHOPSHOPIFY INC	2,228	$264,285	0.0%	TRIM −66%
192	GLDSPDR GOLD TR	609	$262,047	0.0%	HOLD
193	BABOEING CO	1,312	$261,224	0.0%	ADD 4%
194	IUSGISHARES TR	1,684	$261,197	0.0%	TRIM −18%
195	WMWASTE MGMT INC DEL	1,109	$254,906	0.0%	ADD 12%
196	NYFISHARES TR	4,742	$251,895	0.0%	TRIM −84%
197	QCOMQUALCOMM INC	1,940	$249,794	0.0%	TRIM −22%
198	SOSOUTHERN CO	2,523	$243,547	0.0%	ADD 9%
199	NOCNORTHROP GRUMMAN CORP	354	$241,513	0.0%	NEW
200	XBILRBB FD INC	4,765	$238,406	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VTIVANGUARD INDEX FDS

374K

373K

393K

391K

386K

356K

$114M

IEFAISHARES TR

552K

592K

581K

583K

522K

$47M

IVALEA SERIES TRUST

1.3M

1.4M

1.2M

$42M

QMOMEA SERIES TRUST

370K

376K

407K

424K

428K

406K

$28M

SYLDCAMBRIA ETF TR

301K

330K

366K

382K

387K

364K

$27M

HYMBSPDR SERIES TRUST

1.1M

1.2M

1.1M

$27M

ITANEA SERIES TRUST

710K

722K

776K

800K

793K

732K

$26M

SCHFSCHWAB STRATEGIC TR

823K

903K

945K

1.0M

1.1M

$26M

TFISPDR SERIES TRUST

415K

424K

412K

421K

442K

440K

$20M

DFCFDIMENSIONAL ETF TRUST

—

33K

407K

411K

425K

434K

$18M

DLNWISDOMTREE TR

218K

220K

213K

209K

212K

197K

$18M

IQDGWISDOMTREE TR

373K

412K

426K

459K

467K

433K

$17M

AAPLAPPLE INC

67K

72K

68K

75K

71K

68K

$17M

SCHZSCHWAB STRATEGIC TR

735K

743K

725K

753K

790K

740K

$17M

HYDVANECK ETF TRUST

191K

192K

231K

321K

301K

295K

$15M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Revolve Wealth Partners, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 229 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Revolve Wealth Partners, LLC