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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
137
−10 vs. Q1 2022
Portfolio value
$304.1M
−$42.1M (−12.2%) vs. Q1 2022
Filed
Jul 11, 2022
SEC
Holdings of Revolve Wealth Partners, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
GTEGran Tierra Energy Inc.COM10,785$12.0K<0.1%−2,500−18.8%ReducedHistory
LUMNLumen Technologies, Inc.Stock16,563$181.0K0.1%−916−5.2%ReducedHistory
LENLennar CorpCL A2,833$200.0K0.1%+2,833NewHistory
VODVodafone Group Public Ltd CoADR12,881$201.0K0.1%−1,297−9.1%ReducedHistory
SHOPShopify Inc.Stock6,500$203.0K0.1%00.0%UnchangedConverted for a 10-for-1 splitHistory
WMWaste Management IncStock1,331$204.0K0.1%+27+2.1%AddedHistory
FDXFedEx CorpStock902$204.0K0.1%+902NewHistory
MRKMerck & Co., Inc.Stock2,271$207.0K0.1%+2,271NewHistory
GMGeneral Motors CoCOM6,581$209.0K0.1%+427+6.9%AddedHistory
VRTXVertex Pharmaceuticals IncStock749$211.0K0.1%+749NewHistory
DXCMDexcom IncCOM2,871$214.0K0.1%+43+1.5%AddedConverted for a 4-for-1 splitHistory
iShares Tr464288570ESG MSCI KLD ETF2,992$215.0K0.1%+2,992New–
State Street Energy Select Sector SPDR ETF81369Y506ETF3,014$216.0K0.1%−380−11.2%Reduced–
Safehold Inc.45031U101COM15,742$216.0K0.1%−1,030−6.1%Reduced–
WMTWalmart Inc.Stock1,831$223.0K0.1%+111+6.5%AddedHistory
BMYBristol Myers Squibb CoStock2,905$224.0K0.1%−45−1.5%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB11,031$225.0K0.1%−360−3.2%Reduced–
TAT&T Inc.Stock10,782$226.0K0.1%+1,008+10.3%AddedHistory
Nushares ETF Tr67092P409NUVEEN ESG MIDCP6,586$226.0K0.1%+1,001+17.9%Added–
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB10,840$230.0K0.1%+24+0.2%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,085$235.0K0.1%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J866BULSHS 2023 CB11,215$235.0K0.1%+10.0%Added–
CMGChipotle Mexican Grill IncCOM182$238.0K0.1%+2+1.1%AddedHistory
TSCOTractor Supply CoCOM1,229$238.0K0.1%+2+0.2%AddedHistory
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB11,463$238.0K0.1%+33+0.3%Added–
iShares Tr464287689RUSSELL 3000 ETF1,106$240.0K0.1%+1,106New–
Invesco Exch TRD SLF Idx FD46138J858BULSHS 2023 HY10,546$242.0K0.1%+86+0.8%Added–
iShares S&P 500 Value ETF464287408ETF1,765$243.0K0.1%+1,765New–
CCitigroup IncStock5,393$248.0K0.1%+572+11.9%AddedHistory
INTCIntel CorpStock6,731$252.0K0.1%+1,699+33.8%AddedHistory
Vanguard Total International Bond ETF92203J407ETF5,106$253.0K0.1%−1,472−22.4%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,689$254.0K0.1%−255−8.7%Reduced–
BACBank of America CorpStock8,194$255.0K0.1%−15−0.2%ReducedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP5,330$257.0K0.1%+616+13.1%Added–
LLYEli Lilly & CoStock810$263.0K0.1%+100+14.1%AddedHistory
EWEdwards Lifesciences CorpStock2,792$265.0K0.1%+96+3.6%AddedHistory
EDConsolidated Edison IncStock2,867$273.0K0.1%+33+1.2%AddedHistory
CMCSAComcast CorpStock7,040$276.0K0.1%−264−3.6%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW1,374$276.0K0.1%+66+5.0%AddedHistory
LULUlululemon athletica inc.Stock1,016$277.0K0.1%+18+1.8%AddedHistory
HEHawaiian Electric Industries IncCOM6,819$279.0K0.1%00.0%UnchangedHistory
Vanguard Total Bond Market ETF921937835ETF3,947$297.0K0.1%00.0%Unchanged–
PEPPepsiCo IncStock1,837$306.0K0.1%+128+7.5%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF6,384$313.0K0.1%+6,384New–
WisdomTree Tr97717X578EM EX ST-OWNED11,287$324.0K0.1%−5,576−33.1%Reduced–
PYPLPayPal Holdings, Inc.Stock4,648$325.0K0.1%−1,011−17.9%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV2,740$325.0K0.1%+342+14.3%Added–
MUMicron Technology IncStock5,997$332.0K0.1%−21−0.3%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF6,721$337.0K0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock1,720$341.0K0.1%+52+3.1%AddedHistory
VZVerizon Communications IncStock6,755$343.0K0.1%−875−11.5%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF8,025$355.0K0.1%+838+11.7%Added–
ARK Innovation ETF00214Q104ETF9,040$361.0K0.1%+927+11.4%Added–
iShares Russell Top 200 Growth ETF464289438ETF2,976$373.0K0.1%+2,976New–
MCDMcDonalds CorpStock1,545$381.0K0.1%+1,545NewHistory
Schwab Emerging Markets Equity ETF808524706ETF15,289$388.0K0.1%+424+2.9%Added–
CVSCVS Health CorpStock4,195$389.0K0.1%−133−3.1%ReducedHistory
ABBVAbbVie Inc.Stock2,607$399.0K0.1%+61+2.4%AddedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF15,499$402.0K0.1%+307+2.0%Added–
CRMSalesforce, Inc.Stock2,441$403.0K0.1%+142+6.2%AddedHistory
QCOMQualcomm IncStock3,232$413.0K0.1%+379+13.3%AddedHistory
HDHome Depot, Inc.Stock1,539$422.0K0.1%+28+1.9%AddedHistory
DUKDuke Energy CORPStock3,992$428.0K0.1%+20+0.5%AddedHistory
DISWalt Disney CoStock4,655$439.0K0.1%+319+7.4%AddedHistory
BXBlackstone Inc.COM5,227$477.0K0.2%+339+6.9%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,814$494.0K0.2%+8+0.3%Added–
CVXChevron CorpStock3,421$495.0K0.2%−479−12.3%ReducedHistory
KOCoca Cola CoStock7,962$501.0K0.2%+50+0.6%AddedHistory
XOMExxonMobil Holdings CorpCOM6,114$524.0K0.2%+462+8.2%AddedHistory
ADBEAdobe Inc.Stock1,450$531.0K0.2%+37+2.6%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF3,707$532.0K0.2%+3+0.1%Added–
iShares Tr464287234MSCI EMG MKT ETF13,566$544.0K0.2%−313−2.3%Reduced–
iShares Tr464288323NEW YORK MUN ETF10,358$545.0K0.2%−2,505−19.5%Reduced–
AMDAdvanced Micro Devices IncStock7,727$591.0K0.2%+8+0.1%AddedHistory
WisdomTree Tr97717X131INTL QULTY DIV20,155$597.0K0.2%+20,155New–
iShares Russell Mid-Cap Growth ETF464287481ETF7,615$603.0K0.2%−83−1.1%Reduced–
iShares Tr464288877EAFE VALUE ETF13,993$607.0K0.2%−3,672−20.8%Reduced–
Schwab U.S. Large-Cap Value ETF808524409ETF9,846$615.0K0.2%−110−1.1%Reduced–
GOOGAlphabet Inc.Stock298$652.0K0.2%−2−0.7%ReducedHistory
NOWServiceNow, Inc.Stock1,401$666.0K0.2%+29+2.1%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF6,891$700.0K0.2%+29+0.4%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,602$752.0K0.2%+338+6.4%Added–
EGEverest Group, Ltd.COM3,033$850.0K0.3%00.0%UnchangedHistory
PGProcter & Gamble CoStock6,196$891.0K0.3%−104−1.7%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF4,748$896.0K0.3%+115+2.5%Added–
NVDANVIDIA CorpStock6,157$933.0K0.3%−39−0.6%ReducedHistory
JPMJPMorgan Chase & CoStock8,770$988.0K0.3%−174−1.9%ReducedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF26,215$1.04M0.3%−1,989−7.1%Reduced–
GOOGLAlphabet Inc.Stock487$1.06M0.3%+18+3.8%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF10,469$1.06M0.4%−187−1.8%Reduced–
PFEPfizer IncStock20,632$1.08M0.4%−1,144−5.3%ReducedHistory
Vanguard Morningstar Mid-Cap Value ETF922908512ETF8,545$1.11M0.4%−1,045−10.9%Reduced–
BRK.BBerkshire Hathaway IncStock4,139$1.13M0.4%−123−2.9%ReducedHistory
iShares Tr464288158SHRT NAT MUN ETF11,791$1.23M0.4%+7,757+192.3%Added–
JNJJohnson & JohnsonStock7,985$1.42M0.5%+263+3.4%AddedHistory
Schwab US Dividend Equity ETF808524797ETF20,569$1.47M0.5%−1,051−4.9%Reduced–
Invesco QQQ Trust Series I46090E103ETF5,455$1.53M0.5%−179−3.2%Reduced–
Vanguard S&P 500 ETF922908363ETF4,491$1.56M0.5%+399+9.8%Added–
METAMeta Platforms, Inc.Stock9,675$1.56M0.5%+395+4.3%AddedHistory
MAMastercard IncStock5,134$1.62M0.5%+102+2.0%AddedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Revolve Wealth Partners, LLC in Q2 2022
SecurityClassPutsCalls
AAPLApple Inc.Stock–$191.0K
VVisa Inc.Stock$138.0K–
PYPLPayPal Holdings, Inc.Stock$98.0K–

Sold out since Q1 2022 (21)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Revolve Wealth Partners, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
NFLXNetflix IncStock1,041$390.0K0.1%History
ALGNAlign Technology IncCOM677$295.0K0.1%History
XYZBlock, Inc.CL A2,044$277.0K0.1%History
MELIMercadolibre IncCOM221$263.0K0.1%History
SAFESafehold Inc.COM4,444$246.0K0.1%History
EMREmerson Electric CoStock2,494$245.0K0.1%History
Vanguard Ftse Emerging Markets ETF922042858ETF5,212$240.0K0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,080$238.0K0.1%–
GDGeneral Dynamics CorpStock956$231.0K0.1%History
COSTCostco Wholesale CorpStock397$229.0K0.1%History
LBTYKLiberty Global Ltd.SHS CL C8,824$229.0K0.1%History
PODDInsulet CorpStock819$218.0K0.1%History
ZTSZoetis Inc.Stock1,153$217.0K0.1%History
MGAMagna International IncCOM3,379$217.0K0.1%History
ASMLASML Holding NVADR319$213.0K0.1%History
CSCOCisco Systems, Inc.Stock3,781$211.0K0.1%History
PLDPrologis, Inc.REIT1,297$209.0K0.1%History
Invesco Bulletshares 2022 HY Bd (BSJM)46138J874BULSHS 2022 HY9,082$208.0K0.1%–
iShares Tr464287721U.S. TECH ETF1,972$203.0K0.1%–
SPDR Index Shs FDS78463X772ST S&P INTL ETF5,217$202.0K0.1%–
Vanguard S&P 500 Growth ETF921932505ETF730$201.0K0.1%–