Revolve Wealth Partners, LLC 13F Portfolio

CIK 1808992 Filing since Q4 2021 Q3 2026 filed Oct 23, 2026
Holdings as of Sep 30, 2026, from the 13F filed Oct 23, 2026.

Portfolio Snapshot

206 positions · Q3 2026

Revolve Wealth Partners, LLC reported 206 positions worth $218.56M for the quarter ended Sep 30, 2026, down 4.9% on the prior quarter. It opened 12 new positions, added to 61, trimmed 125 and exited 43. Its largest holding is Apple Inc. at 10.5% of the portfolio.

Portfolio Value
$218.56M
-4.9% QoQ · +34.7% YoY
Positions
206
12 new · 43 sold out
Top 10 Concentration
44.2%
of portfolio value
Largest Position
AAPL 10.5%
Apple Inc.
Net Buying
-$17.21M
$9.03M bought · $26.25M sold
Turnover
4%
of the portfolio traded
Top Sector
Technology
51.6% of value
Track Record
20
quarters on file since Q4 2021

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
51.57%
Technology
Technology51.57%
Financial Services11.7%
Healthcare10.48%
Industrials7.69%
Consumer Discretionary7.33%
Consumer Staples3.51%
Energy2.11%
Other1.33%
Real Estate1.25%
Basic Materials1.13%
Utilities1.09%
Communication Services0.814%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesHealthcareIndustrialsConsumer DiscretionaryConsumer StaplesEnergyOtherReal EstateBasic MaterialsUtilitiesCommunication Services

Largest Buys

Q3 2026
Holding Change Change % Trade Value Weight
CBRS Cerebras Systems Inc. +10.4K – $1.85M 0.849%
NVDA Nvidia Corp +4,180 +5.3% $954.62K 8.6%
BRK-B Berkshire Hathaway Inc +745 +10.5% $370.96K 1.79%
GOOGL Alphabet Inc. +1,060 +5.7% $364.72K 3.11%
MSFT Microsoft Corp +698 +2.7% $358.00K 6.31%
CRWD CrowdStrike Holdings, Inc. +1,303 – $344.97K 0.158%
MPC Marathon Petroleum Corp +764 – $302.24K 0.138%
NET Cloudflare, Inc. +854 – $296.58K 0.136%
AMD Advanced Micro Devices Inc +481 +5.9% $294.26K 2.43%
PLTR Palantir Technologies Inc. +1,573 +24.4% $294.24K 0.685%

Largest Sells

Q3 2026
Holding Change Change % Trade Value Weight
XOM ExxonMobil Holdings Corp -12.5K -100.0% $1.71M Exited
AAPL Apple Inc. -2,670 -3.7% $889.16K 10.47%
META Meta Platforms, Inc. -843 -8.2% $611.35K 3.12%
AVY Avery Dennison Corp -3,638 -100.0% $590.58K Exited
COLB Columbia Banking System, Inc. -18.5K -68.8% $528.93K 0.11%
SAIA Saia Inc -1,151 -100.0% $484.75K Exited
RL Ralph Lauren Corp -1,193 -100.0% $478.88K Exited
GBCI Glacier Bancorp, Inc. -8,220 -100.0% $423.99K Exited
PRMB Primo Brands Corp -17.1K -100.0% $418.73K Exited
OKE Oneok Inc -4,719 -100.0% $410.29K Exited

New Positions

Q3 2026
Holding Shares Trade Value Weight
CBRS Cerebras Systems Inc. +10.4K $1.85M 0.849%
CRWD CrowdStrike Holdings, Inc. +1,303 $344.97K 0.158%
MPC Marathon Petroleum Corp +764 $302.24K 0.138%
NET Cloudflare, Inc. +854 $296.58K 0.136%
TEAM Atlassian Corp +1,480 $265.35K 0.121%
TXG 10x Genomics, Inc. +2,713 $245.15K 0.112%
CBZ CBIZ, Inc. +4,260 $232.98K 0.107%
COP Conocophillips +1,707 $213.65K 0.098%
ITGR Integer Holdings Corp +1,659 $209.62K 0.096%
GRMN Garmin Ltd +727 $208.53K 0.095%

Closed Positions

Q3 2026
Holding Shares Sold Trade Value Prior Weight
XOM ExxonMobil Holdings Corp -12.5K $1.71M 0.746%
AVY Avery Dennison Corp -3,638 $590.58K 0.257%
SAIA Saia Inc -1,151 $484.75K 0.211%
RL Ralph Lauren Corp -1,193 $478.88K 0.208%
GBCI Glacier Bancorp, Inc. -8,220 $423.99K 0.184%
PRMB Primo Brands Corp -17.1K $418.73K 0.182%
OKE Oneok Inc -4,719 $410.29K 0.178%
EXR Extra Space Storage Inc. -2,471 $359.08K 0.156%
CRH Crh Public Ltd Co -3,170 $339.19K 0.148%
ROAD Construction Partners, Inc. -2,539 $301.56K 0.131%
Holdings · Q3 2026

206 Positions

As ofSep 30, 2026
Value$218.56M
Top 1044.2%
Avg position$1.06M
# Activity
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Showing 1–15 of 206 positions 13F filings on SEC EDGAR

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About Revolve Wealth Partners, LLC’s 13F Portfolio

What are Revolve Wealth Partners, LLC’s largest holdings?

As of its Q3 2026 13F filing, Revolve Wealth Partners, LLC’s five largest positions were Apple Inc. (AAPL) at 10.5%, Nvidia Corp (NVDA) at 8.6%, Microsoft Corp (MSFT) at 6.3%, Amazon Com Inc (AMZN) at 3.3%, Meta Platforms, Inc. (META) at 3.1% of the reported portfolio.

How much is Revolve Wealth Partners, LLC’s portfolio worth?

Revolve Wealth Partners, LLC reported a 13F portfolio worth $218.56M across 206 positions for Q3 2026. That is down 4.9% from the previous quarter.

What did Revolve Wealth Partners, LLC buy in Q3 2026?

Its largest purchases by value were Cerebras Systems Inc. ($1.85M), Nvidia Corp ($954.62K), Berkshire Hathaway Inc ($370.96K). It opened 12 new positions.

What did Revolve Wealth Partners, LLC sell in Q3 2026?

Its largest sales by value were ExxonMobil Holdings Corp ($1.71M), Apple Inc. ($889.16K), Meta Platforms, Inc. ($611.35K). It exited 43 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Revolve Wealth Partners, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

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by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.