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Revolve Wealth Partners, LLC - Portfolio Stock Holdings

Revolve Wealth Partners, LLC disclosed 355 stock positions in a recent SEC 13F filing. $960,219,560 of stock holdings were filed, with the largest holdings including VTI, IEFA, and IVAL. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,421,854,687 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

355

Est. Stock Holding Value:

$960,219,560

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Revolve Wealth Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Revolve Wealth Partners, LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.