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Logan M. Trenz

Revolve Wealth Partners, Llc

Assets Managed
$769.859M
Holdings
229
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-9.5%(2Q avg: -3.72%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Revolve Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 229 positions.

Assets under management

The assets under management (AUM) of Revolve Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 769.859M in assets, with a quarterly growth rate of -9.5% and a 2-quarter average growth rate of -3.72%. The portfolio is managed by Logan M. Trenz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -7.88%
14.83%
$114.164M
355,863 shares@ $320.81 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -10.42%
6.15%
$47.301M
522,492 shares@ $90.54 avg price
IVAL
Alpha Archi Intl Qt Vlu Etf
Recent Activity
Decreased -10.6%
5.48%
$42.182M
1.242M shares@ $33.96 avg price
QMOM
Alpha Us Quant Mom Etf
Recent Activity
Decreased -5.3%
3.6%
$27.702M
405,534 shares@ $68.32 avg price
SYLD
Cambria Shareholder Yield Et
Recent Activity
Decreased -5.89%
3.57%
$27.463M
364,183 shares@ $75.42 avg price
HYMB
Spdr Nuveen Bloomberg High Y
Recent Activity
Increased 2.47%
3.51%
$27.006M
1.089M shares@ $24.8 avg price
ITAN
Sparkline Intangible Val Etf
Recent Activity
Decreased -7.68%
3.41%
$26.243M
731,857 shares@ $35.86 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 0.14%
3.38%
$25.99M
1.05M shares@ $24.76 avg price
TFI
Spdr Nuveen Bloomberg Munici
Recent Activity
Decreased -0.43%
2.6%
$19.949M
439,995 shares@ $45.34 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 1.95%
2.38%
$18.305M
433,572 shares@ $42.23 avg price

1-10 of 229