DOSSIER · 13F-HR · Q1 2026
Revolve Wealth Partners, LLC
Revolve Wealth's pension fund based in Boston, MA — $770M in tracked AUM across 230 positions as of Q1 2026.
RW
Revolve Wealth·Boston, MA·Pension Fund
CIK 0001808992 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Revolve Wealth Partners’ 13F for the period ending 2025-12-31 reports an $850.69 million equity-related portfolio across 228 reported holdings. The reported portfolio almost doubled from the prior quarter (increase of +114.4% from $396.73M), indicating substantial net inflows or a major repositioning. The portfolio is ETF-heavy: reported ETFs account for $474.00M or ~55.7% of the portfolio. The top 10 positions alone total roughly $405.8M, which is about 47.7% of assets — a ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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