Revolve Wealth Partners, LLC
CIK 1808992 · Holdings on Sep 30, 2026 · First reported Oct 23, 2026
Top ten holdings
Q3 2026- VTI14.50%
- IEFA5.53%
- IVAL4.98%
- ITAN3.44%
- SCHF3.34%
- SYLD3.20%
- QMOM3.19%
- HYD2.53%
- AAPL2.40%
- IQDG2.21%
Share classes counted separately45.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- HYMBWeight decreased · -0.93 pp3.01% → 2.08%Shares -291.87K (-25.65%)
- HYDWeight increased · +0.92 pp1.61% → 2.53%Shares +202.91K (+67.68%)
- TFIWeight decreased · -0.73 pp2.14% → 1.41%Shares -134.19K (-29.87%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USMRNGSTR TTL STK View history and evidence | $138.39M | 14.50% | 369.78K shares | 13.93% → 14.50%+0.57 pp +7.94K (+2.19%) | Added | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $52.84M | 5.53% | 545.41K shares | 5.35% → 5.53%+0.18 pp +12.81K (+2.41%) | Added | ↗▾ |
| 03 | IVALALPHA ARCHI INTL QT VLU ETFINTL QUAN VALUE View history and evidence | $47.52M | 4.98% | 1.32M shares | 4.50% → 4.98%+0.48 pp +48.76K (+3.84%) | Added | ↗▾ |
| 04 | ITANSPARKLINE INTANGIBLE VAL ETFSPAR INT VAL ETF View history and evidence | $32.80M | 3.44% | 752.60K shares | 3.25% → 3.44%+0.19 pp +5.23K (+0.70%) | Added | ↗▾ |
| 05 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $31.86M | 3.34% | 1.16M shares | 3.10% → 3.34%+0.24 pp +83.57K (+7.77%) | Added | ↗▾ |
| 06 | SYLDCAMBRIA SHAREHOLDER YIELD ETSHSHLD YIELD ETF View history and evidence | $30.58M | 3.20% | 379.43K shares | 3.08% → 3.20%+0.12 pp +5.26K (+1.41%) | Added | ↗▾ |
| 07 | QMOMALPHA US QUANT MOM ETFUS QUAN MOMENTUM View history and evidence | $30.48M | 3.19% | 422.72K shares | 3.37% → 3.19%-0.18 pp +11.11K (+2.70%) | Added | ↗▾ |
| 08 | HYDVANECK HIGH YIELD MUNI ETFHIGH YLD MUNIETF View history and evidence | $24.15M | 2.53% | 502.72K shares | 1.61% → 2.53%+0.92 pp +202.91K (+67.68%) | Added | ↗▾ |
| 09 | AAPLAPPLE INC View history and evidence | $22.89M | 2.40% | 68.73K shares | 2.15% → 2.40%+0.25 pp -2.67K (-3.74%) | Reduced | ↗▾ |
| 10 | IQDGWISDOMTREE INTL QLTY DVD GRWINTL QULTY DIV View history and evidence | $21.06M | 2.21% | 494.93K shares | 2.04% → 2.21%+0.17 pp +40.82K (+8.99%) | Added | ↗▾ |
Options overlay 4
$4.12M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 4.00K | $3.05M | +2.00K (+100.00%) | ▾ |
UNHUNITEDHEALTH GROUP INC View history and evidence | Put | 1.70K | $624.04K | -100 (-5.56%) | ▾ |
VVISA INC-CLASS A SHARESCOM CL A View history and evidence | Put | 1.20K | $431.20K | 0 (0.00%) | ▾ |
3 / 4 options · preview only
Exited positions 50
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DFSV DIMENSIONAL US SMALL CAP VAL | Non-derivative | -48,571 | -$1.88M | SEC filing ↗ | SEC filing ↗ |
| EXMOC EXXON MOBIL CORP | Non-derivative | -12,544 | -$1.71M | SEC filing ↗ | SEC filing ↗ |
| AVY AVERY DENNISON CORP | Non-derivative | -3,638 | -$590.58K | SEC filing ↗ | SEC filing ↗ |
3 / 50 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1808992 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 23, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 958789480
}Research all 319 reported holdings.
This page includes 30 of 319 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 319 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"portfolio","cik":"1808992","quarter":"2026Q3","page_size":100}
akkru_institutional_holdings
{"action":"history","cik":"1808992","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.