Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 4, 2022. Long positions only.
- Positions
- 149
- No filing for Q3 2021
- Portfolio value
- $347.2M
- No filing for Q3 2021
Revolve Wealth Partners, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 537,629 | $35.5M | 10.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 253,881 | $28.9M | 8.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 107,945 | $17.7M | 5.1% | – | – | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 564,461 | $14.9M | 4.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 377,182 | $14.7M | 4.2% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 225,845 | $13.6M | 3.9% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 253,258 | $13.1M | 3.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 158,054 | $12.7M | 3.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,885 | $12.3M | 3.6% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 116,709 | $12.0M | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 58,349 | $10.4M | 3.0% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 112,686 | $8.41M | 2.4% | – | – | – |
| AMGNAmgen Inc | Stock | 28,524 | $6.42M | 1.8% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,849 | $6.17M | 1.8% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 120,052 | $6.13M | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 18,060 | $6.07M | 1.7% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 108,775 | $5.86M | 1.7% | – | – | – |
| TSLATesla, Inc. | Stock | 5,165 | $5.46M | 1.6% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,808 | $4.47M | 1.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,787 | $4.44M | 1.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,904 | $3.43M | 1.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,404 | $3.42M | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 29,081 | $3.38M | 1.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 29,170 | $3.22M | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 9,224 | $3.10M | 0.9% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,758 | $2.80M | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,738 | $2.67M | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,666 | $2.60M | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 15,049 | $2.57M | 0.7% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,012 | $2.38M | 0.7% | – | – | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,366 | $2.34M | 0.7% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 32,231 | $2.29M | 0.7% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 36,409 | $2.27M | 0.7% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,624 | $2.24M | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,288 | $2.15M | 0.6% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,833 | $1.98M | 0.6% | – | – | History |
| VVisa Inc. | Stock | 9,127 | $1.98M | 0.6% | – | – | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 98,894 | $1.92M | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,438 | $1.89M | 0.5% | – | – | History |
| MAMastercard Inc | Stock | 4,982 | $1.79M | 0.5% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,088 | $1.78M | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 5,375 | $1.73M | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,749 | $1.47M | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 17,492 | $1.41M | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 27,923 | $1.39M | 0.4% | – | – | – |
| PFEPfizer Inc | Stock | 21,622 | $1.28M | 0.4% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 8,055 | $1.27M | 0.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 437 | $1.27M | 0.4% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,410 | $1.23M | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,089 | $1.22M | 0.4% | – | – | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 20,734 | $1.20M | 0.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,475 | $1.20M | 0.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 22,021 | $1.11M | 0.3% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,570 | $1.05M | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,333 | $1.05M | 0.3% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,258 | $1.04M | 0.3% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 20,612 | $1.04M | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,000 | $982.0K | 0.3% | – | – | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,955 | $917.0K | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 1,377 | $894.0K | 0.3% | – | – | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 7,082 | $867.0K | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,014 | $816.0K | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,411 | $800.0K | 0.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 273 | $790.0K | 0.2% | – | – | History |
| ARK Innovation ETF00214Q104 | ETF | 7,922 | $749.0K | 0.2% | – | – | – |
| SHOPShopify Inc. | Stock | 532 | $733.0K | 0.2% | – | – | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,839 | $723.0K | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,741 | $713.0K | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,918 | $680.0K | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 4,339 | $672.0K | 0.2% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,701 | $636.0K | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,006 | $606.0K | 0.2% | – | – | History |
| CRMSalesforce, Inc. | Stock | 2,348 | $597.0K | 0.2% | – | – | History |
| BXBlackstone Inc. | COM | 4,402 | $570.0K | 0.2% | – | – | History |
| HDHome Depot, Inc. | Stock | 1,356 | $563.0K | 0.2% | – | – | History |
| EGEverest Group, Ltd. | COM | 2,055 | $563.0K | 0.2% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 18,961 | $562.0K | 0.2% | – | – | – |
| MUMicron Technology Inc | Stock | 5,903 | $550.0K | 0.2% | – | – | History |
| Safehold Inc.45031U101 | COM | 19,903 | $514.0K | 0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,192 | $471.0K | 0.1% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,305 | $469.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 3,858 | $453.0K | 0.1% | – | – | History |
| KOCoca Cola Co | Stock | 7,484 | $443.0K | 0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 673 | $442.0K | 0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 1,711 | $437.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 4,209 | $434.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 3,939 | $413.0K | 0.1% | – | – | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 7,465 | $410.0K | 0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,413 | $409.0K | 0.1% | – | – | – |
| SAFESafehold Inc. | COM | 5,101 | $407.0K | 0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,519 | $398.0K | 0.1% | – | – | – |
| LULUlululemon athletica inc. | Stock | 1,000 | $391.0K | 0.1% | – | – | History |
| DXCMDexcom Inc | COM | 708 | $380.0K | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 8,326 | $370.0K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 7,039 | $363.0K | 0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 7,159 | $360.0K | 0.1% | – | – | History |
| VZVerizon Communications Inc | Stock | 6,895 | $358.0K | 0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 2,703 | $350.0K | 0.1% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 1,189 | $347.0K | 0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,123 | $346.0K | 0.1% | – | – | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.