Logan M. Trenz

Revolve Wealth Partners, Llc

Assets Managed

$965.198M

Holdings

350

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

25.38%(2Q avg: 7.94%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Revolve Wealth Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 350 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 965.198M in assets, with a quarterly growth rate of 25.38% and a 2-quarter average growth rate of 7.94%. The portfolio is managed by Logan M. Trenz, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Increased 1.69%	13.88%	$133.896M 361,842 shares@ $370.05 avg price	Increased 1.69%
IEFA Ishares Core Msci Eafe Etf Recent Activity Increased 1.94%	5.33%	$51.438M 532,594 shares@ $96.58 avg price	Increased 1.94%
IVAL Alpha Archi Intl Qt Vlu Etf Recent Activity Increased 2.16%	4.48%	$43.232M 1.269M shares@ $34.07 avg price	Increased 2.16%
QMOM Alpha Us Quant Mom Etf Recent Activity Increased 1.5%	3.36%	$32.406M 411,612 shares@ $78.74 avg price	Increased 1.5%
ITAN Sparkline Intangible Val Etf Recent Activity Increased 2.12%	3.24%	$31.262M 747,367 shares@ $41.84 avg price	Increased 2.12%
SCHF Schwab Intl Equity Etf Recent Activity Increased 2.48%	3.09%	$29.809M 1.076M shares@ $27.71 avg price	Increased 2.48%
SYLD Cambria Shareholder Yield Et Recent Activity Increased 2.75%	3.07%	$29.592M 374,169 shares@ $79.09 avg price	Increased 2.75%
HYMB Spdr Nuveen Bloomberg High Y Recent Activity Increased 4.48%	3%	$28.942M 1.138M shares@ $25.45 avg price	Increased 4.48%
AAPL Apple Inc Recent Activity Increased 5.12%	2.15%	$20.66M 71,400 shares@ $289.37 avg price	Increased 5.12%
TFI Spdr Nuveen Bloomberg Munici Recent Activity Increased 2.12%	2.14%	$20.578M 449,303 shares@ $45.8 avg price	Increased 2.12%

1-10 of 350