Institutional Fund
Revolve Wealth Partners, LLC
Hackensack, NJCIK 18089926 filings on record
Portfolio Value
$769.62M
Q1 2026
Holdings
229
Reported positions
New Buys
14
Opened this quarter
QoQ Change
-9.5%
from $850.69M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds14.8%
- Ishares Tr6.1%
- Ea Series Trust5.5%
- Ea Series Trust3.6%
- Cambria ETF Tr3.6%
- Spdr Series Trust3.5%
- Other62.9%
Portfolio Holdings
229 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 355.9K | $114.16M | 14.8% | −30.5K | Reduced |
| 2 | Ishares Tr | 522.5K | $47.30M | 6.1% | −60.8K | Reduced |
| 3 | Ea Series Trust | 1.24M | $42.18M | 5.5% | −147.4K | Reduced |
| 4 | Ea Series Trust | 405.5K | $27.70M | 3.6% | −22.7K | Reduced |
| 5 | Cambria ETF Tr | 364.2K | $27.46M | 3.6% | −22.8K | Reduced |
| 6 | Spdr Series Trust | 1.09M | $27.01M | 3.5% | +26.2K | Added |
| 7 | Ea Series Trust | 731.9K | $26.24M | 3.4% | −60.9K | Reduced |
| 8 | Schwab Strategic Tr | 1.05M | $25.99M | 3.4% | +1.5K | Added |
| 9 | Spdr Series Trust | 440.0K | $19.95M | 2.6% | −1.9K | Reduced |
| 10 | Dimensional ETF Trust | 433.6K | $18.31M | 2.4% | +8.3K | Added |
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