Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 19, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 147
- −2 vs. Q4 2021
- Portfolio value
- $346.2M
- −$993.0K (−0.3%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 529,669 | $34.8M | 10.1% | −7,960−1.5% | Reduced | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 508,281 | $27.4M | 7.9% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 329,135 | $24.6M | 7.1% | +113,245+52.5% | AddedConverted for a 2-for-1 split | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 664,640 | $17.6M | 5.1% | +100,179+17.7% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 401,561 | $14.7M | 4.3% | +24,379+6.5% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 175,971 | $13.3M | 3.9% | +17,917+11.3% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 257,270 | $12.2M | 3.5% | +23,852+10.2% | AddedConverted for a 2-for-1 split | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 252,338 | $12.1M | 3.5% | −920−0.4% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,848 | $11.7M | 3.4% | −37−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 63,318 | $11.1M | 3.2% | +4,969+8.5% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 196,513 | $10.8M | 3.1% | −29,332−13.0% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 117,387 | $8.16M | 2.4% | +4,701+4.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,882 | $6.14M | 1.8% | +33+1.8% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 54,754 | $6.00M | 1.7% | +25,673+88.3% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 115,412 | $5.84M | 1.7% | +6,637+6.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 18,862 | $5.82M | 1.7% | +802+4.4% | Added | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 99,095 | $5.69M | 1.6% | +62,686+172.2% | Added | – |
| TSLATesla, Inc. | Stock | 5,275 | $5.68M | 1.6% | +110+2.1% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 93,177 | $4.72M | 1.4% | −26,875−22.4% | Reduced | – |
| AMGNAmgen Inc | Stock | 18,835 | $4.55M | 1.3% | −9,689−34.0% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 40,359 | $4.35M | 1.3% | +1,572+4.1% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,660 | $4.20M | 1.2% | −148−0.9% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 41,814 | $4.03M | 1.2% | +12,644+43.3% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,562 | $3.23M | 0.9% | +158+1.2% | Added | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,957 | $3.22M | 0.9% | +53+0.1% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 39,041 | $2.60M | 0.8% | +6,810+21.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 52,955 | $2.54M | 0.7% | −1,803−3.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,351 | $2.42M | 0.7% | +339+6.8% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 11,482 | $2.36M | 0.7% | −184−1.6% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,183 | $2.27M | 0.7% | −555−6.4% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 10,583 | $2.25M | 0.6% | +217+2.1% | Added | – |
| VVisa Inc. | Stock | 10,015 | $2.22M | 0.6% | +888+9.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 4,343 | $2.21M | 0.6% | +55+1.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,280 | $2.06M | 0.6% | +56+0.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,634 | $2.04M | 0.6% | +10+0.2% | Added | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 110,933 | $2.04M | 0.6% | +12,039+12.2% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,897 | $1.91M | 0.6% | +64+1.7% | Added | History |
| MAMastercard Inc | Stock | 5,032 | $1.80M | 0.5% | +50+1.0% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,620 | $1.71M | 0.5% | +4,128+23.6% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,092 | $1.70M | 0.5% | +4+0.1% | Added | – |
| NVDANVIDIA Corp | Stock | 6,196 | $1.69M | 0.5% | −242−3.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,262 | $1.50M | 0.4% | +173+4.2% | Added | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 9,590 | $1.44M | 0.4% | −159−1.6% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,853 | $1.40M | 0.4% | −522−9.7% | Reduced | – |
| JNJJohnson & Johnson | Stock | 7,722 | $1.37M | 0.4% | −7,327−48.7% | Reduced | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 28,204 | $1.33M | 0.4% | +281+1.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 469 | $1.30M | 0.4% | +32+7.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 8,944 | $1.22M | 0.4% | +889+11.0% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,656 | $1.14M | 0.3% | +181+1.7% | Added | – |
| PFEPfizer Inc | Stock | 21,776 | $1.13M | 0.3% | +154+0.7% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,633 | $1.05M | 0.3% | +300+6.9% | Added | – |
| PGProcter & Gamble Co | Stock | 6,300 | $963.0K | 0.3% | +300+5.0% | Added | History |
| EGEverest Group, Ltd. | COM | 3,033 | $914.0K | 0.3% | +978+47.6% | Added | History |
| iShares Tr464288877 | EAFE VALUE ETF | 17,665 | $888.0K | 0.3% | −2,947−14.3% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,719 | $844.0K | 0.2% | +461+6.4% | Added | History |
| GOOGAlphabet Inc. | Stock | 300 | $838.0K | 0.2% | +27+9.9% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,264 | $830.0K | 0.2% | +250+5.0% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,862 | $821.0K | 0.2% | −220−3.1% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,698 | $774.0K | 0.2% | −257−3.2% | Reduced | – |
| NOWServiceNow, Inc. | Stock | 1,372 | $764.0K | 0.2% | −5−0.4% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,956 | $711.0K | 0.2% | +215+2.2% | Added | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 12,863 | $702.0K | 0.2% | −7,871−38.0% | Reduced | – |
| PYPLPayPal Holdings, Inc. | Stock | 5,659 | $654.0K | 0.2% | +89+1.6% | Added | History |
| ADBEAdobe Inc. | Stock | 1,413 | $644.0K | 0.2% | +2+0.1% | Added | History |
| CVXChevron Corp | Stock | 3,900 | $635.0K | 0.2% | +42+1.1% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,879 | $627.0K | 0.2% | −39−0.3% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,806 | $625.0K | 0.2% | −33−1.2% | Reduced | – |
| BXBlackstone Inc. | COM | 4,888 | $620.0K | 0.2% | +486+11.0% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,704 | $601.0K | 0.2% | +3+0.1% | Added | – |
| DISWalt Disney Co | Stock | 4,336 | $595.0K | 0.2% | −3−0.1% | Reduced | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 16,863 | $551.0K | 0.2% | +16,863 | New | – |
| ARK Innovation ETF00214Q104 | ETF | 8,113 | $538.0K | 0.2% | +191+2.4% | Added | – |
| KOCoca Cola Co | Stock | 7,912 | $491.0K | 0.1% | +428+5.7% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,299 | $488.0K | 0.1% | −49−2.1% | Reduced | History |
| MUMicron Technology Inc | Stock | 6,018 | $469.0K | 0.1% | +115+1.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 5,652 | $467.0K | 0.1% | +664+13.3% | Added | History |
| HDHome Depot, Inc. | Stock | 1,511 | $452.0K | 0.1% | +155+11.4% | Added | History |
| DUKDuke Energy CORP | Stock | 3,972 | $444.0K | 0.1% | +33+0.8% | Added | History |
| SHOPShopify Inc. | Stock | 653 | $441.0K | 0.1% | +121+22.7% | Added | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,192 | $440.0K | 0.1% | 00.0% | Unchanged | – |
| CVSCVS Health Corp | Stock | 4,328 | $438.0K | 0.1% | +119+2.8% | Added | History |
| QCOMQualcomm Inc | Stock | 2,853 | $436.0K | 0.1% | +1,040+57.4% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,034 | $422.0K | 0.1% | −7,376−64.6% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 14,865 | $413.0K | 0.1% | −4,096−21.6% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 2,546 | $413.0K | 0.1% | +594+30.4% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,308 | $395.0K | 0.1% | +3+0.2% | Added | History |
| Safehold Inc.45031U101 | COM | 16,772 | $393.0K | 0.1% | −3,131−15.7% | Reduced | – |
| NFLXNetflix Inc | Stock | 1,041 | $390.0K | 0.1% | +35+3.5% | Added | History |
| VZVerizon Communications Inc | Stock | 7,630 | $389.0K | 0.1% | +735+10.7% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,187 | $384.0K | 0.1% | +149+2.1% | AddedConverted for a 2-for-1 split | – |
| LULUlululemon athletica inc. | Stock | 998 | $364.0K | 0.1% | −2−0.2% | Reduced | History |
| DXCMDexcom Inc | COM | 707 | $362.0K | 0.1% | −1−0.1% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 1,668 | $354.0K | 0.1% | −43−2.5% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,578 | $345.0K | 0.1% | −835−11.3% | Reduced | – |
| CMCSAComcast Corp | Stock | 7,304 | $342.0K | 0.1% | +145+2.0% | Added | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,721 | $338.0K | 0.1% | −15,300−69.5% | Reduced | – |
| BACBank of America Corp | Stock | 8,209 | $338.0K | 0.1% | −117−1.4% | Reduced | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,944 | $323.0K | 0.1% | −179−5.7% | Reduced | – |
| EWEdwards Lifesciences Corp | Stock | 2,696 | $317.0K | 0.1% | −7−0.3% | Reduced | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,947 | $314.0K | 0.1% | +1,146+40.9% | Added | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (11)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| BURLBurlington Stores, Inc. | COM | 1,189 | $347.0K | 0.1% | History |
| BERYBerry Global Group, Inc. | COM | 4,426 | $327.0K | 0.1% | History |
| MRKMerck & Co., Inc. | Stock | 3,194 | $245.0K | 0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 9,209 | $237.0K | 0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 3,156 | $229.0K | 0.1% | History |
| LENLennar Corp | CL A | 1,949 | $226.0K | 0.1% | History |
| NOVTNovanta Inc | COM | 1,217 | $215.0K | 0.1% | History |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 944 | $213.0K | 0.1% | – |
| TMOThermo Fisher Scientific Inc. | Stock | 307 | $205.0K | 0.1% | History |
| NEWRNew Relic, Inc. | COM | 1,815 | $200.0K | 0.1% | History |
| DHFBNY Mellon High Yield Strategies Fund | SH BEN INT | 11,093 | $34.0K | <0.1% | History |