Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 11, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 137
- −10 vs. Q1 2022
- Portfolio value
- $304.1M
- −$42.1M (−12.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 547,373 | $32.4M | 10.6% | +17,704+3.3% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 535,493 | $23.9M | 7.9% | +27,212+5.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 356,745 | $20.7M | 6.8% | +27,610+8.4% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 731,125 | $16.4M | 5.4% | +66,485+10.0% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 422,733 | $13.3M | 4.4% | +21,172+5.3% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 170,766 | $10.7M | 3.5% | −5,205−3.0% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 270,575 | $10.6M | 3.5% | +13,305+5.2% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 25,843 | $9.80M | 3.2% | −50.0% | Reduced | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 175,149 | $9.00M | 3.0% | −21,364−10.9% | Reduced | – |
| AAPLApple Inc. | Stock | 60,281 | $8.24M | 2.7% | −3,037−4.8% | Reduced | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 147,746 | $7.96M | 2.6% | +48,651+49.1% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 170,842 | $7.83M | 2.6% | −81,496−32.3% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 72,817 | $7.75M | 2.5% | +18,063+33.0% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 124,513 | $7.33M | 2.4% | +7,126+6.1% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 125,151 | $5.99M | 2.0% | +9,739+8.4% | Added | – |
| MSFTMicrosoft Corp | Stock | 20,371 | $5.23M | 1.7% | +1,509+8.0% | Added | History |
| AMGNAmgen Inc | Stock | 18,909 | $4.60M | 1.5% | +74+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 38,340 | $4.07M | 1.3% | +700+1.9% | AddedConverted for a 20-for-1 split | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,707 | $4.01M | 1.3% | +2,047+13.1% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 41,721 | $3.85M | 1.3% | +1,362+3.4% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 73,039 | $3.65M | 1.2% | +67,643+1,253.6% | Added | – |
| TSLATesla, Inc. | Stock | 5,400 | $3.64M | 1.2% | +125+2.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,332 | $3.22M | 1.1% | +2,770+20.4% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 36,748 | $2.96M | 1.0% | −5,066−12.1% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 55,016 | $2.84M | 0.9% | +1,059+2.0% | Added | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,959 | $2.43M | 0.8% | −45,218−48.5% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 4,479 | $2.30M | 0.8% | +136+3.1% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,037 | $2.28M | 0.7% | +686+12.8% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,984 | $2.24M | 0.7% | +2,029+3.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,468 | $2.20M | 0.7% | +1,885+17.8% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 37,219 | $2.12M | 0.7% | −1,822−4.7% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,373 | $2.10M | 0.7% | +891+7.8% | Added | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 116,875 | $1.97M | 0.6% | +5,942+5.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,042 | $1.79M | 0.6% | +3,189+65.7% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,239 | $1.75M | 0.6% | +342+8.8% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,920 | $1.73M | 0.6% | −263−3.2% | Reduced | – |
| VVisa Inc. | Stock | 8,281 | $1.63M | 0.5% | −1,734−17.3% | Reduced | History |
| MAMastercard Inc | Stock | 5,134 | $1.62M | 0.5% | +102+2.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,675 | $1.56M | 0.5% | +395+4.3% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,491 | $1.56M | 0.5% | +399+9.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,455 | $1.53M | 0.5% | −179−3.2% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,569 | $1.47M | 0.5% | −1,051−4.9% | Reduced | – |
| JNJJohnson & Johnson | Stock | 7,985 | $1.42M | 0.5% | +263+3.4% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,791 | $1.23M | 0.4% | +7,757+192.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,139 | $1.13M | 0.4% | −123−2.9% | Reduced | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,545 | $1.11M | 0.4% | −1,045−10.9% | Reduced | – |
| PFEPfizer Inc | Stock | 20,632 | $1.08M | 0.4% | −1,144−5.3% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,469 | $1.06M | 0.4% | −187−1.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 487 | $1.06M | 0.3% | +18+3.8% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 26,215 | $1.04M | 0.3% | −1,989−7.1% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 8,770 | $988.0K | 0.3% | −174−1.9% | Reduced | History |
| NVDANVIDIA Corp | Stock | 6,157 | $933.0K | 0.3% | −39−0.6% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,748 | $896.0K | 0.3% | +115+2.5% | Added | – |
| PGProcter & Gamble Co | Stock | 6,196 | $891.0K | 0.3% | −104−1.7% | Reduced | History |
| EGEverest Group, Ltd. | COM | 3,033 | $850.0K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,602 | $752.0K | 0.2% | +338+6.4% | Added | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,891 | $700.0K | 0.2% | +29+0.4% | Added | – |
| NOWServiceNow, Inc. | Stock | 1,401 | $666.0K | 0.2% | +29+2.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 298 | $652.0K | 0.2% | −2−0.7% | Reduced | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,846 | $615.0K | 0.2% | −110−1.1% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 13,993 | $607.0K | 0.2% | −3,672−20.8% | Reduced | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,615 | $603.0K | 0.2% | −83−1.1% | Reduced | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 20,155 | $597.0K | 0.2% | +20,155 | New | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,727 | $591.0K | 0.2% | +8+0.1% | Added | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 10,358 | $545.0K | 0.2% | −2,505−19.5% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,566 | $544.0K | 0.2% | −313−2.3% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,707 | $532.0K | 0.2% | +3+0.1% | Added | – |
| ADBEAdobe Inc. | Stock | 1,450 | $531.0K | 0.2% | +37+2.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 6,114 | $524.0K | 0.2% | +462+8.2% | Added | History |
| KOCoca Cola Co | Stock | 7,962 | $501.0K | 0.2% | +50+0.6% | Added | History |
| CVXChevron Corp | Stock | 3,421 | $495.0K | 0.2% | −479−12.3% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,814 | $494.0K | 0.2% | +8+0.3% | Added | – |
| BXBlackstone Inc. | COM | 5,227 | $477.0K | 0.2% | +339+6.9% | Added | History |
| DISWalt Disney Co | Stock | 4,655 | $439.0K | 0.1% | +319+7.4% | Added | History |
| DUKDuke Energy CORP | Stock | 3,992 | $428.0K | 0.1% | +20+0.5% | Added | History |
| HDHome Depot, Inc. | Stock | 1,539 | $422.0K | 0.1% | +28+1.9% | Added | History |
| QCOMQualcomm Inc | Stock | 3,232 | $413.0K | 0.1% | +379+13.3% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,441 | $403.0K | 0.1% | +142+6.2% | Added | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 15,499 | $402.0K | 0.1% | +307+2.0% | Added | – |
| ABBVAbbVie Inc. | Stock | 2,607 | $399.0K | 0.1% | +61+2.4% | Added | History |
| CVSCVS Health Corp | Stock | 4,195 | $389.0K | 0.1% | −133−3.1% | Reduced | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 15,289 | $388.0K | 0.1% | +424+2.9% | Added | – |
| MCDMcDonalds Corp | Stock | 1,545 | $381.0K | 0.1% | +1,545 | New | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 2,976 | $373.0K | 0.1% | +2,976 | New | – |
| ARK Innovation ETF00214Q104 | ETF | 9,040 | $361.0K | 0.1% | +927+11.4% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,025 | $355.0K | 0.1% | +838+11.7% | Added | – |
| VZVerizon Communications Inc | Stock | 6,755 | $343.0K | 0.1% | −875−11.5% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 1,720 | $341.0K | 0.1% | +52+3.1% | Added | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,721 | $337.0K | 0.1% | 00.0% | Unchanged | – |
| MUMicron Technology Inc | Stock | 5,997 | $332.0K | 0.1% | −21−0.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,648 | $325.0K | 0.1% | −1,011−17.9% | Reduced | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $325.0K | 0.1% | +342+14.3% | Added | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 11,287 | $324.0K | 0.1% | −5,576−33.1% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,384 | $313.0K | 0.1% | +6,384 | New | – |
| PEPPepsiCo Inc | Stock | 1,837 | $306.0K | 0.1% | +128+7.5% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,947 | $297.0K | 0.1% | 00.0% | Unchanged | – |
| HEHawaiian Electric Industries Inc | COM | 6,819 | $279.0K | 0.1% | 00.0% | Unchanged | History |
| LULUlululemon athletica inc. | Stock | 1,016 | $277.0K | 0.1% | +18+1.8% | Added | History |
| CMCSAComcast Corp | Stock | 7,040 | $276.0K | 0.1% | −264−3.6% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,374 | $276.0K | 0.1% | +66+5.0% | Added | History |
Options (3)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2022 (21)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 1,041 | $390.0K | 0.1% | History |
| ALGNAlign Technology Inc | COM | 677 | $295.0K | 0.1% | History |
| XYZBlock, Inc. | CL A | 2,044 | $277.0K | 0.1% | History |
| MELIMercadolibre Inc | COM | 221 | $263.0K | 0.1% | History |
| SAFESafehold Inc. | COM | 4,444 | $246.0K | 0.1% | History |
| EMREmerson Electric Co | Stock | 2,494 | $245.0K | 0.1% | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,212 | $240.0K | 0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,080 | $238.0K | 0.1% | – |
| GDGeneral Dynamics Corp | Stock | 956 | $231.0K | 0.1% | History |
| COSTCostco Wholesale Corp | Stock | 397 | $229.0K | 0.1% | History |
| LBTYKLiberty Global Ltd. | SHS CL C | 8,824 | $229.0K | 0.1% | History |
| PODDInsulet Corp | Stock | 819 | $218.0K | 0.1% | History |
| ZTSZoetis Inc. | Stock | 1,153 | $217.0K | 0.1% | History |
| MGAMagna International Inc | COM | 3,379 | $217.0K | 0.1% | History |
| ASMLASML Holding NV | ADR | 319 | $213.0K | 0.1% | History |
| CSCOCisco Systems, Inc. | Stock | 3,781 | $211.0K | 0.1% | History |
| PLDPrologis, Inc. | REIT | 1,297 | $209.0K | 0.1% | History |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 9,082 | $208.0K | 0.1% | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,972 | $203.0K | 0.1% | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 5,217 | $202.0K | 0.1% | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 730 | $201.0K | 0.1% | – |