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Portfolio (Quarterly) Guide ↗

Revolve Wealth Partners, LLC

· CIK 0001808992
13F Portfolio $965M AUM 356 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 356 New
Page 12 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 V PUT VISA INC Financial Services 1,200.0 $412K 0.04% NEW — $343.09 +7.1%
222 OKE ONEOK INC NEW Energy 4,719.0 $410K 0.04% NEW — $86.94 +1.9%
223 XSOE WISDOMTREE TR — 8,331.0 $410K 0.04% NEW — $49.18 -3.0%
224 COF CAPITAL ONE FINL CORP Financial Services 2,014.0 $404K 0.04% NEW — $200.63 -0.2%
225 FEZ SPDR INDEX SHS FDS — 5,851.0 $402K 0.04% NEW — $68.68 -0.0%
226 AEIS ADVANCED ENERGY INDS Industrials 1,076.0 $401K 0.04% NEW — $372.87 -25.0%
227 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,246.0 $400K 0.04% NEW — $178.24 -8.0%
228 BK BANK OF NY MELLON CORP Financial Services 2,754.0 $398K 0.04% NEW — $144.62 -1.9%
229 EMR EMERSON ELEC CO Industrials 2,780.0 $398K 0.04% NEW — $143.15 +10.4%
230 QCOM QUALCOMM INC Technology 2,141.0 $396K 0.04% NEW — $184.76 +9.3%
231 VV VANGUARD INDEX FDS — 1,139.0 $392K 0.04% NEW — $344.04 +3.7%
232 AON AON PLC Financial Services 1,159.0 $384K 0.04% NEW — $331.69 -16.2%
233 TWLO TWILIO INC Communication Services 1,848.0 $381K 0.04% NEW — $206.33 +33.7%
234 SHV ISHARES TR — 3,440.0 $380K 0.04% NEW — $110.34 -0.1%
235 VRSK VERISK ANALYTICS INC Industrials 2,089.0 $375K 0.04% NEW — $179.53 -5.7%
236 MRSH MARSH & MCLENNAN COS INC Financial Services 2,232.0 $372K 0.04% NEW — $166.68 +2.7%
237 IWR ISHARES TR — 3,360.0 $371K 0.04% NEW — $110.32 -1.8%
238 PH PARKER-HANNIFIN CORP Industrials 378.0 $370K 0.04% NEW — $978.19 +0.0%
239 VZ VERIZON COMMUNICATIONS INC Communication Services 8,710.0 $369K 0.04% NEW — $42.34 +11.2%
240 PEP PEPSICO INC Consumer Defensive 2,709.0 $367K 0.04% NEW — $135.39 -5.0%
Page 12 of 18  ·  356 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 17.0%
Healthcare 10.1%
Consumer Cyclical 8.8%
Industrials 8.6%
Communication Services 6.5%
Consumer Defensive 4.2%
Energy 2.8%
Utilities 1.8%
Basic Materials 1.2%