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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 15 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DELL DELL TECHNOLOGIES INC Technology 671.0 $290K 0.03% NEW — $431.46 +30.5%
282 IAU ISHARES GOLD TR Financial Services 3,810.0 $288K 0.03% NEW — $75.51 +6.8%
283 BDX BECTON DICKINSON & CO Healthcare 1,862.0 $282K 0.03% NEW — $151.33 +21.5%
284 MCK MCKESSON CORP Healthcare 372.0 $281K 0.03% NEW — $755.62 +14.7%
285 AVEM AMERICAN CENTY ETF TR — 2,902.0 $280K 0.03% NEW — $96.48 -1.3%
286 TMO THERMO FISHER SCIENTIFIC INC Healthcare 553.0 $277K 0.03% NEW — $500.94 +34.7%
287 TRV TRAVELERS COMPANIES INC Financial Services 831.0 $274K 0.03% NEW — $330.22 +9.9%
288 ALL ALLSTATE CORP Financial Services 1,151.0 $274K 0.03% NEW — $237.97 -4.4%
289 BND VANGUARD BD INDEX FDS — 3,720.0 $273K 0.03% NEW — $73.41 -3.8%
290 INTU INTUIT Technology 1,038.0 $271K 0.03% NEW — $261.00 +5.7%
291 IWB ISHARES TR — 656.0 $269K 0.03% NEW — $409.50 +2.9%
292 KEYS KEYSIGHT TECHNOLOGIES INC Technology 763.0 $267K 0.03% NEW — $350.07 +3.5%
293 SO SOUTHERN CO Utilities 2,771.0 $265K 0.03% NEW — $95.72 -13.4%
294 ROST ROSS STORES INC Consumer Cyclical 1,238.0 $264K 0.03% NEW — $212.85 +10.9%
295 MPWR MONOLITHIC PWR SYS INC Technology 190.0 $263K 0.03% NEW — $1382.36 -1.1%
296 EWL ISHARES INC — 4,146.0 $261K 0.03% NEW — $62.85 -3.5%
297 CARR CARRIER GLOBAL CORPORATION Industrials 3,522.0 $258K 0.03% NEW — $73.35 -23.1%
298 AZN ASTRAZENECA PLC Healthcare 1,337.0 $254K 0.03% NEW — $189.62 -12.2%
299 IDV ISHARES TR — 5,990.0 $248K 0.03% NEW — $41.43 +4.4%
300 — INSTALLED BLDG PRODS INC — 1,071.0 $246K 0.03% NEW — $229.84 —
Page 15 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%