Revolve Wealth Partners, LLC
- SEC CIK
- 0001808992
- Latest filing
- Jul 9, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Oct 12, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 130
- −7 vs. Q2 2022
- Portfolio value
- $299.2M
- −$4.93M (−1.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 555,731 | $30.7M | 10.3% | +8,358+1.5% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 553,593 | $23.4M | 7.8% | +18,100+3.4% | Added | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 389,268 | $21.7M | 7.3% | +32,523+9.1% | Added | – |
| Alpha Architect ETF Tr02072L201 | INTL QUAN VALUE | 797,951 | $16.2M | 5.4% | +66,826+9.1% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 467,237 | $13.1M | 4.4% | +44,504+10.5% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 276,431 | $10.4M | 3.5% | +5,856+2.2% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 169,898 | $10.3M | 3.4% | −868−0.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 26,628 | $9.55M | 3.2% | +785+3.0% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 184,595 | $9.22M | 3.1% | +36,849+24.9% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 184,372 | $8.84M | 3.0% | +9,223+5.3% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 197,336 | $8.68M | 2.9% | +26,494+15.5% | Added | – |
| AAPLApple Inc. | Stock | 60,416 | $8.35M | 2.8% | +135+0.2% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 79,093 | $8.11M | 2.7% | +6,276+8.6% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 124,004 | $6.53M | 2.2% | −509−0.4% | Reduced | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 130,799 | $5.93M | 2.0% | +5,648+4.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 21,021 | $4.90M | 1.6% | +650+3.2% | Added | History |
| TSLATesla, Inc. | Stock | 16,608 | $4.41M | 1.5% | +408+2.5% | AddedConverted for a 3-for-1 split | History |
| AMZNAmazon Com Inc | Stock | 38,634 | $4.37M | 1.5% | +294+0.8% | Added | History |
| AMGNAmgen Inc | Stock | 18,978 | $4.28M | 1.4% | +69+0.4% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,291 | $3.79M | 1.3% | −416−2.3% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 52,120 | $3.78M | 1.3% | +15,372+41.8% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,524 | $3.71M | 1.2% | +803+1.9% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 65,991 | $3.18M | 1.1% | −7,048−9.6% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 16,186 | $3.04M | 1.0% | −146−0.9% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 53,854 | $2.46M | 0.8% | −1,162−2.1% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 4,521 | $2.28M | 0.8% | +42+0.9% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 13,541 | $2.23M | 0.7% | +1,168+9.4% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,582 | $2.15M | 0.7% | +114+0.9% | Added | – |
| CLColgate Palmolive Co | Stock | 30,270 | $2.13M | 0.7% | +30,270 | New | History |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 122,273 | $2.01M | 0.7% | +5,398+4.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,588 | $2.00M | 0.7% | −449−7.4% | Reduced | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,104 | $1.93M | 0.6% | −1,880−3.4% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,979 | $1.89M | 0.6% | +1,059+13.4% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,741 | $1.87M | 0.6% | +699+8.7% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,135 | $1.66M | 0.6% | −104−2.5% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,337 | $1.62M | 0.5% | +3,768+18.3% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 31,570 | $1.61M | 0.5% | −5,649−15.2% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,353 | $1.43M | 0.5% | −102−1.9% | Reduced | – |
| VVisa Inc. | Stock | 7,950 | $1.41M | 0.5% | −331−4.0% | Reduced | History |
| MAMastercard Inc | Stock | 4,929 | $1.40M | 0.5% | −205−4.0% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 4,104 | $1.35M | 0.5% | −387−8.6% | Reduced | – |
| JNJJohnson & Johnson | Stock | 8,192 | $1.34M | 0.4% | +207+2.6% | Added | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 26,106 | $1.31M | 0.4% | −21,853−45.6% | Reduced | – |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 47,872 | $1.26M | 0.4% | +27,717+137.5% | Added | – |
| METAMeta Platforms, Inc. | Stock | 9,078 | $1.23M | 0.4% | −597−6.2% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,235 | $1.15M | 0.4% | −556−4.7% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,299 | $1.15M | 0.4% | +160+3.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 10,539 | $1.10M | 0.4% | +1,769+20.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 10,747 | $1.03M | 0.3% | +1,007+10.3% | AddedConverted for a 20-for-1 split | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 26,155 | $1.01M | 0.3% | −60−0.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,081 | $984.0K | 0.3% | −464−5.4% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,010 | $964.0K | 0.3% | −459−4.4% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,918 | $883.0K | 0.3% | +170+3.6% | Added | – |
| PFEPfizer Inc | Stock | 19,907 | $871.0K | 0.3% | −725−3.5% | Reduced | History |
| EGEverest Group, Ltd. | COM | 3,032 | $796.0K | 0.3% | −10.0% | Reduced | History |
| iShares Tr464288877 | EAFE VALUE ETF | 20,584 | $793.0K | 0.3% | +6,591+47.1% | Added | – |
| PGProcter & Gamble Co | Stock | 6,236 | $787.0K | 0.3% | +40+0.6% | Added | History |
| NVDANVIDIA Corp | Stock | 6,206 | $753.0K | 0.3% | +49+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 7,822 | $683.0K | 0.2% | +1,708+27.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 6,995 | $673.0K | 0.2% | +1,035+17.4% | AddedConverted for a 20-for-1 split | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 6,815 | $655.0K | 0.2% | −76−1.1% | Reduced | – |
| CVXChevron Corp | Stock | 4,310 | $619.0K | 0.2% | +889+26.0% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,615 | $597.0K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,237 | $573.0K | 0.2% | +530+14.3% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 9,374 | $548.0K | 0.2% | −472−4.8% | Reduced | – |
| HDHome Depot, Inc. | Stock | 1,880 | $519.0K | 0.2% | +341+22.2% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,056 | $516.0K | 0.2% | −1,546−27.6% | Reduced | – |
| KOCoca Cola Co | Stock | 9,071 | $508.0K | 0.2% | +1,109+13.9% | Added | History |
| DISWalt Disney Co | Stock | 5,332 | $503.0K | 0.2% | +677+14.5% | Added | History |
| BXBlackstone Inc. | COM | 5,930 | $496.0K | 0.2% | +703+13.4% | Added | History |
| CVSCVS Health Corp | Stock | 5,179 | $494.0K | 0.2% | +984+23.5% | Added | History |
| MCDMcDonalds Corp | Stock | 2,083 | $481.0K | 0.2% | +538+34.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 1,253 | $473.0K | 0.2% | −148−10.6% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,566 | $473.0K | 0.2% | 00.0% | Unchanged | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,353 | $466.0K | 0.2% | −374−4.8% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,714 | $463.0K | 0.2% | −100−3.6% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,327 | $424.0K | 0.1% | +3,335+111.5% | Added | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 8,814 | $406.0K | 0.1% | +3,484+65.4% | Added | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,442 | $382.0K | 0.1% | −206−4.4% | Reduced | History |
| DUKDuke Energy CORP | Stock | 4,096 | $381.0K | 0.1% | +104+2.6% | Added | History |
| ADBEAdobe Inc. | Stock | 1,282 | $353.0K | 0.1% | −168−11.6% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 2,612 | $351.0K | 0.1% | +5+0.2% | Added | History |
| PEPPepsiCo Inc | Stock | 2,053 | $335.0K | 0.1% | +216+11.8% | Added | History |
| WMTWalmart Inc. | Stock | 2,552 | $331.0K | 0.1% | +721+39.4% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,808 | $328.0K | 0.1% | −217−2.7% | Reduced | – |
| QCOMQualcomm Inc | Stock | 2,900 | $328.0K | 0.1% | −332−10.3% | Reduced | History |
| ARK Innovation ETF00214Q104 | ETF | 8,328 | $314.0K | 0.1% | −712−7.9% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 13,864 | $311.0K | 0.1% | −1,425−9.3% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 2,146 | $309.0K | 0.1% | −295−12.1% | Reduced | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 9,350 | $308.0K | 0.1% | +2,764+42.0% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,740 | $306.0K | 0.1% | 00.0% | Unchanged | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 12,907 | $303.0K | 0.1% | −2,592−16.7% | Reduced | – |
| MUMicron Technology Inc | Stock | 5,983 | $300.0K | 0.1% | −14−0.2% | Reduced | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,044 | $288.0K | 0.1% | +938+18.4% | Added | – |
| VZVerizon Communications Inc | Stock | 7,495 | $285.0K | 0.1% | +740+11.0% | Added | History |
| LLYEli Lilly & Co | Stock | 874 | $283.0K | 0.1% | +64+7.9% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 11,207 | $276.0K | 0.1% | −80−0.7% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,832 | $273.0K | 0.1% | −115−2.9% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 3,162 | $272.0K | 0.1% | +891+39.2% | Added | History |
| BACBank of America Corp | Stock | 8,904 | $269.0K | 0.1% | +710+8.7% | Added | History |
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 Q2 2022 (13)
Positions held at the end of Q2 2022 that are gone from this filing.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,721 | $337.0K | 0.1% | – |
| CMCSAComcast Corp | Stock | 7,040 | $276.0K | 0.1% | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,689 | $254.0K | 0.1% | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,765 | $243.0K | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 10,546 | $242.0K | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,463 | $238.0K | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 11,215 | $235.0K | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 10,840 | $230.0K | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 11,031 | $225.0K | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 3,014 | $216.0K | 0.1% | – |
| FDXFedEx Corp | Stock | 902 | $204.0K | 0.1% | History |
| SHOPShopify Inc. | Stock | 6,500 | $203.0K | 0.1% | History |
| LENLennar Corp | CL A | 2,833 | $200.0K | 0.1% | History |